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03-19

Wow

6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote

02-16

Wow

Why Super Micro Computer Stock Rallied 14% on Thursday

2023-09-12

Thought Bull Market here liao? Coming simi lan

A Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits

2023-08-28

BS

Nvidia CEO Jensen Huang Says "A New Computing Era Has Begun" -- How Much Higher Can the Stock Fly?

2023-07-07

Stupid Musk

Tesla Starts to Lay Off Some Battery Workers at China Plant

2023-05-01

The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer

A Bull Market Is Coming: 2 Stocks That Could Skyrocket

2023-04-24

Muse

Musk Sees Parallels With The 1929 Crash And The Great Depression

2023-03-17

Bull market my ass. With high interest rates things are starting to break. SVB in US and CS in Eueope is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings

A Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock

2023-03-10

Shit

SVB Financial Realigns Portfolio—and Blows Up the Banking Sector

2023-03-10

means what ?

Silicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn

2022-11-13

Whehejsjslsksjej

@Tiger_Wealth:Follow the November Fed meeting playbook

2022-11-13

Interesting

SPY: Bear Market Rally Or A Major Bottom?

2022-11-09

Rated "F"

Buy the META Stock Dip? Not So Fast!

2022-11-07

Clothing

Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”

2022-11-06

Summary

Top Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More

2022-10-31

Uh oh

Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate

2022-10-07

Oh no AMD

Tech Stocks Set for More Pain as AMD Revives Earnings Fears

2022-10-05

AMD FTW

Goldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In

2022-10-01

Uh ohhhhhhhh

Tesla: A New Problem Is Emerging

2022-08-26

Hajasjejjkkss

US STOCKS-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon

Go to Tiger App to see more news

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Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285862722953376","repostId":"1171105854","repostType":2,"repost":{"id":"1171105854","pubTimestamp":1710824686,"share":"https://ttm.financial/m/news/1171105854?lang=&edition=fundamental","pubTime":"2024-03-19 13:04","market":"us","language":"en","title":"6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote","url":"https://stock-news.laohu8.com/highlight/detail?id=1171105854","media":"Investopedia","summary":"【WATCH: Jensen Huang's Nvidia GTC Keynote】Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company's annualGPUtechnology conference (GTC) Monday with a keynote address unv","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221793027278299171%22,%22type%22:1%7D\" title=\"WATCH: Jensen Huang&#39;s Nvidia GTC Keynote\" target=\"_blank\">WATCH: Jensen Huang&#39;s Nvidia GTC Keynote</a>】</p><p>Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company&#39;s annual GPU technology conference (GTC) Monday with a keynote address unveiling the Blackwell platform, announcing expanding partnerships with industry leaders, and showcasing the tech&#39;s capabilities.1</p><p style=\"text-align: start;\">The Nvidia event, which runs through Thursday, has been eagerly anticipated by investors who are keen to learn about the chipmaker&#39;s artificial intelligence initiatives and partnerships. Nvidia stock has risen more than 80% since the start of the year amid optimism about the company&#39;s AI-fueled growth prospects.</p><p style=\"text-align: start;\">Here are some of the key takeaways from Huang&#39;s presentation and announcements made by the company on the first day of the event,</p><h2 id=\"mntl-sc-block_7-0\" style=\"text-align: start;\">Unveiling Blackwell, the &#39;World&#39;s Most Powerful Chip&#39;</h2><p style=\"text-align: start;\">Nvidia announced the Blackwell platform the latest version of its AI-powering technology.2 The Blackwell GPU is the &#34;world&#39;s most powerful chip,&#34; that will power &#34;a new era of computing,&#34; the company said.</p><p style=\"text-align: start;\">The new system is more capable and efficient than its predecessor, Hopper.</p><p style=\"text-align: start;\">&#34;The inference capability of Blackwell is off the charts and in fact it is some 30 times Hopper,&#34; Huang said in his keynote address.</p><p style=\"text-align: start;\">The Blackwell architecture can run a generative AI large language model consuming around 25 times less cost and energy as Hopper, Nvidia said in a release.</p><p style=\"text-align: start;\">Nvidia also unveiled the GB200 Grace Blackwell Superchip, a &#34;massive super chip&#34; that &#34;connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU.&#34;</p><p style=\"text-align: start;\">The company said that &#34;GB200 will also be available on NVIDIA DGX™ Cloud, an AI platform co-engineered with leading cloud service providers that gives enterprise developers dedicated access to the infrastructure and software needed to build and deploy advanced generative AI models.&#34;</p><p style=\"text-align: start;\">Nvidia reported that many companies leading AI are already set to use the Blackwell system, ahead of its official launch.</p><p style=\"text-align: start;\">Amazon (AMZN), Microsoft (MSFT), and Alphabet&#39;s Google (GOOGL) are among the partners set to use Blackwell.</p><p style=\"text-align: start;\">Nvidia said that Blackwell products will be available through its partners later this year.</p><h2 id=\"mntl-sc-block_26-0\" style=\"text-align: start;\">Nvidia&#39;s Omniverse Meets Apple&#39;s VisionPro</h2><p style=\"text-align: start;\">Nvidia announced that it is bringing Omniverse to Apple&#39;s (AAPL) recently launched VisionPro virtual reality headset.3</p><p style=\"text-align: start;\">The Omniverse is Nvidia&#39;s &#34;computing platform that enables individuals and teams to develop 3D workflows and applications.&#34;4 Huang opened his keynote with a demonstration of Omniverse simulations.</p><p style=\"text-align: start;\">Developers can &#34;easily send their Universal Scene Description (OpenUSD) industrial scenes from their content creation applications to the NVIDIA Graphics Delivery Network (GDN), a global network of graphics-ready data centers that can stream advanced 3D experiences to Apple Vision Pro,&#34; Nvidia said.</p><h2 id=\"mntl-sc-block_33-0\" style=\"text-align: start;\">AI Humanoid Robots Are Next</h2><p style=\"text-align: start;\">Nvidia announced &#34;Project GR00T,&#34; a foundation model for humanoid robots, which Huang said is the &#34;next wave&#34; of AI and robotics.5</p><p style=\"text-align: start;\">&#34;Building foundation models for general humanoid robots is one of the most exciting problems to solve in AI today,&#34; Huang said, adding that &#34;the enabling technologies are coming together for leading roboticists around the world to take giant leaps towards artificial general robotics.”</p><p style=\"text-align: start;\">The company said that the &#34;robots powered by GR00T, which stands for Generalist Robot 00 Technology, will be designed to understand natural language and emulate movements by observing human actions.&#34;</p><p style=\"text-align: start;\">Nvidia also unveiled &#34;Jetson Thor,&#34; a new computer for humanoid robots that includes GenAI capabilities as part of its AI-powered robotics initiative.</p><h2 id=\"mntl-sc-block_42-0\" style=\"text-align: start;\">Blueprint for &#39;Next Gen&#39; Data Centers</h2><p style=\"text-align: start;\">Nvidia showed a 3D blueprint for &#34;next-gen&#34; data centers in the AI era.6</p><p style=\"text-align: start;\">The design was created using Omniverse to simulate &#34;modern data centers,&#34; which are &#34;incredibly complex, involving multiple considerations like performance, energy efficiency and scalability,&#34; the company said.</p><p style=\"text-align: start;\">&#34;In the future, data centers are going to be thought of, as I mentioned earlier, as an AI factory,&#34; Huang said, adding that the goal of an AI factory is the &#34;generation of intelligence.&#34;</p><p style=\"text-align: start;\">Nvidia&#39;s latest offerings are expected to supercharge data centers. Microsoft CEO Satya Nadella said in a release that &#34;by bringing the GB200 Grace Blackwell processor&#34; to Microsoft datacenters globally, [the company is] building on [its] long-standing history of optimizing NVIDIA GPUs for our cloud, as we make the promise of AI real for organizations everywhere.”</p><h2 id=\"mntl-sc-block_51-0\" style=\"text-align: start;\">Nvidia and Oracle Expand Sovereign AI Partnership</h2><p style=\"text-align: start;\">Nvidia announced that it is expanding its collaboration with Oracle (ORCL) to help deliver sovereign AI globally.</p><p style=\"text-align: start;\">Sovereign AI &#34;refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce and business networks,&#34; Nvidia explained.7</p><p style=\"text-align: start;\">The Nvidia and Oracle partnership to meant to &#34;deliver sovereign AI solutions to customers around the world&#34; as &#34;Oracle’s distributed cloud, AI infrastructure, and generative AI services, combined with NVIDIA’s accelerated computing and generative AI software, are enabling governments and enterprises to deploy AI factories.&#34;</p><p style=\"text-align: start;\">“As AI reshapes business, industry, and policy around the world, countries and organizations need to strengthen their digital sovereignty in order to protect their most valuable data,” Oracle CEO Safra Catz said said in a release.</p><h2 id=\"mntl-sc-block_60-0\" style=\"text-align: start;\">New 6G Cloud Platform AI</h2><p style=\"text-align: start;\">Nvidia announced a a 6G research platform that offers &#34;researchers a comprehensive suite to advance AI for radio access network (RAN) technology.&#34;8</p><p style=\"text-align: start;\">&#34;The platform allows organizations to accelerate the development of 6G technologies that will connect trillions of devices with the cloud infrastructures, laying the foundation for a hyper-intelligent world supported by autonomous vehicles, smart spaces and a wide range of extended reality and immersive education experiences and collaborative robots,&#34; the company said in a release.</p><p style=\"text-align: start;\">Nvidia said the platform will empower the &#34;the next phase of wireless technology&#34; and could meet the growing demand presented by running AI on wireless devices.</p><p style=\"text-align: start;\">Nvidia shares, which had gained 0.7% during regular trading hours Monday, fell 1.8% to $868.90 in extended trading.</p></body></html>","source":"lsy1606203311635","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>6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote</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\">\n6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 13:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/6-takeaways-from-nvidia-ceo-jensen-huang-gpu-tech-conference-keynote-8610736><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【WATCH: Jensen Huang's Nvidia GTC Keynote】Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company's annual GPU technology conference (GTC) Monday with a keynote address ...</p>\n\n<a href=\"https://www.investopedia.com/6-takeaways-from-nvidia-ceo-jensen-huang-gpu-tech-conference-keynote-8610736\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investopedia.com/6-takeaways-from-nvidia-ceo-jensen-huang-gpu-tech-conference-keynote-8610736","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171105854","content_text":"【WATCH: Jensen Huang's Nvidia GTC Keynote】Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company's annual GPU technology conference (GTC) Monday with a keynote address unveiling the Blackwell platform, announcing expanding partnerships with industry leaders, and showcasing the tech's capabilities.1The Nvidia event, which runs through Thursday, has been eagerly anticipated by investors who are keen to learn about the chipmaker's artificial intelligence initiatives and partnerships. Nvidia stock has risen more than 80% since the start of the year amid optimism about the company's AI-fueled growth prospects.Here are some of the key takeaways from Huang's presentation and announcements made by the company on the first day of the event,Unveiling Blackwell, the 'World's Most Powerful Chip'Nvidia announced the Blackwell platform the latest version of its AI-powering technology.2 The Blackwell GPU is the \"world's most powerful chip,\" that will power \"a new era of computing,\" the company said.The new system is more capable and efficient than its predecessor, Hopper.\"The inference capability of Blackwell is off the charts and in fact it is some 30 times Hopper,\" Huang said in his keynote address.The Blackwell architecture can run a generative AI large language model consuming around 25 times less cost and energy as Hopper, Nvidia said in a release.Nvidia also unveiled the GB200 Grace Blackwell Superchip, a \"massive super chip\" that \"connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU.\"The company said that \"GB200 will also be available on NVIDIA DGX™ Cloud, an AI platform co-engineered with leading cloud service providers that gives enterprise developers dedicated access to the infrastructure and software needed to build and deploy advanced generative AI models.\"Nvidia reported that many companies leading AI are already set to use the Blackwell system, ahead of its official launch.Amazon (AMZN), Microsoft (MSFT), and Alphabet's Google (GOOGL) are among the partners set to use Blackwell.Nvidia said that Blackwell products will be available through its partners later this year.Nvidia's Omniverse Meets Apple's VisionProNvidia announced that it is bringing Omniverse to Apple's (AAPL) recently launched VisionPro virtual reality headset.3The Omniverse is Nvidia's \"computing platform that enables individuals and teams to develop 3D workflows and applications.\"4 Huang opened his keynote with a demonstration of Omniverse simulations.Developers can \"easily send their Universal Scene Description (OpenUSD) industrial scenes from their content creation applications to the NVIDIA Graphics Delivery Network (GDN), a global network of graphics-ready data centers that can stream advanced 3D experiences to Apple Vision Pro,\" Nvidia said.AI Humanoid Robots Are NextNvidia announced \"Project GR00T,\" a foundation model for humanoid robots, which Huang said is the \"next wave\" of AI and robotics.5\"Building foundation models for general humanoid robots is one of the most exciting problems to solve in AI today,\" Huang said, adding that \"the enabling technologies are coming together for leading roboticists around the world to take giant leaps towards artificial general robotics.”The company said that the \"robots powered by GR00T, which stands for Generalist Robot 00 Technology, will be designed to understand natural language and emulate movements by observing human actions.\"Nvidia also unveiled \"Jetson Thor,\" a new computer for humanoid robots that includes GenAI capabilities as part of its AI-powered robotics initiative.Blueprint for 'Next Gen' Data CentersNvidia showed a 3D blueprint for \"next-gen\" data centers in the AI era.6The design was created using Omniverse to simulate \"modern data centers,\" which are \"incredibly complex, involving multiple considerations like performance, energy efficiency and scalability,\" the company said.\"In the future, data centers are going to be thought of, as I mentioned earlier, as an AI factory,\" Huang said, adding that the goal of an AI factory is the \"generation of intelligence.\"Nvidia's latest offerings are expected to supercharge data centers. Microsoft CEO Satya Nadella said in a release that \"by bringing the GB200 Grace Blackwell processor\" to Microsoft datacenters globally, [the company is] building on [its] long-standing history of optimizing NVIDIA GPUs for our cloud, as we make the promise of AI real for organizations everywhere.”Nvidia and Oracle Expand Sovereign AI PartnershipNvidia announced that it is expanding its collaboration with Oracle (ORCL) to help deliver sovereign AI globally.Sovereign AI \"refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce and business networks,\" Nvidia explained.7The Nvidia and Oracle partnership to meant to \"deliver sovereign AI solutions to customers around the world\" as \"Oracle’s distributed cloud, AI infrastructure, and generative AI services, combined with NVIDIA’s accelerated computing and generative AI software, are enabling governments and enterprises to deploy AI factories.\"“As AI reshapes business, industry, and policy around the world, countries and organizations need to strengthen their digital sovereignty in order to protect their most valuable data,” Oracle CEO Safra Catz said said in a release.New 6G Cloud Platform AINvidia announced a a 6G research platform that offers \"researchers a comprehensive suite to advance AI for radio access network (RAN) technology.\"8\"The platform allows organizations to accelerate the development of 6G technologies that will connect trillions of devices with the cloud infrastructures, laying the foundation for a hyper-intelligent world supported by autonomous vehicles, smart spaces and a wide range of extended reality and immersive education experiences and collaborative robots,\" the company said in a release.Nvidia said the platform will empower the \"the next phase of wireless technology\" and could meet the growing demand presented by running AI on wireless devices.Nvidia shares, which had gained 0.7% during regular trading hours Monday, fell 1.8% to $868.90 in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274494690922576,"gmtCreate":1708053183978,"gmtModify":1708053188153,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274494690922576","repostId":"2411578365","repostType":2,"repost":{"id":"2411578365","pubTimestamp":1708050893,"share":"https://ttm.financial/m/news/2411578365?lang=&edition=fundamental","pubTime":"2024-02-16 10:34","market":"us","language":"en","title":"Why Super Micro Computer Stock Rallied 14% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2411578365","media":"Motley Fool","summary":"The provider of servers used for artificial intelligence (AI) applications got a significant vote of confidence.","content":"<html><head></head><body><ul style=\"\"><li><p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.</p></li><li><p>Its analyst suggests the AI server market may be much bigger than some believe.</p></li><li><p>Despite the stock&#39;s meteoric rise over the past year, it remains remarkably inexpensive.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer </a>, also known as Supermicro, jumped Thursday, climbing as much as 14%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5285b72c1ad7a5e8a797cf2b508fa63\" tg-width=\"792\" tg-height=\"622\"/></p><p>The catalyst that drove the server and storage solution specialist&#39;s stock higher was bullish coverage by a major bank.</p><h2 id=\"id_3840888752\">A Street-high price target</h2><p><strong>Bank of America</strong> analyst Ruplu Bhattacharya initiated coverage on Supermicro, assigning a buy rating and a Street-high price target of $1,040, according to TheFly. This suggests a potential upside of 18% compared to Wednesday&#39;s closing price. This prediction comes despite the stock&#39;s dizzying run over the past year, when it notched a gain of 847%.</p><p>BofA believes AI-fueled demand will continue, driving Supermicro even higher. The analyst further suggested the potential market for AI servers is &#34;much larger&#34; than the estimates calculated by his Wall Street colleagues. The bank believes the market for these AI-centric servers could achieve a compound annual growth rate of 50% over the coming three years. Given that Supermicro is a leading provider of AI servers, BofA expects its revenue to &#34;grow even faster.&#34;</p><h2 id=\"id_2379668838\">Are those growth rates achievable?</h2><p>Investors questioning the validity of the growth targets in the AI server market may be in for a surprise.</p><p>Late last year, Bernstein analyst Toni Sacconaghi pointed out that the server market -- which had grown at a compound annual rate of 3% over the preceding 25 years -- was expected to grow at 75% annually between now and 2027. He suggested that this &#34;unprecedented&#34; AI server build-out might be happening &#34;too quickly,&#34; which could eventually lead to a &#34;digestion period&#34; -- analyst-speak for a glut. While his take suggests that growth could eventually stall, that time is still several years down the road.</p><p>All indications are that sales of Supermicro&#39;s servers and other digital storage components will ride the tailwind of AI even higher. While the stock is currently selling for 3 times forward sales, that fails to take into account the company&#39;s triple-digit percentage growth rate. Using the more appropriate forward price/earnings-to-growth (PEG) ratio, Supermicro&#39;s valuation is 0.4 -- and a stock is generally viewed as undervalued at any PEG ratio below 1.</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>Why Super Micro Computer Stock Rallied 14% on Thursday</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\">\nWhy Super Micro Computer Stock Rallied 14% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","BK4588":"碎股","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK4208":"复合型公用事业","SMCI":"超微电脑","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus"},"source_url":"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411578365","content_text":"Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's meteoric rise over the past year, it remains remarkably inexpensive.Shares of Super Micro Computer , also known as Supermicro, jumped Thursday, climbing as much as 14%.The catalyst that drove the server and storage solution specialist's stock higher was bullish coverage by a major bank.A Street-high price targetBank of America analyst Ruplu Bhattacharya initiated coverage on Supermicro, assigning a buy rating and a Street-high price target of $1,040, according to TheFly. This suggests a potential upside of 18% compared to Wednesday's closing price. This prediction comes despite the stock's dizzying run over the past year, when it notched a gain of 847%.BofA believes AI-fueled demand will continue, driving Supermicro even higher. The analyst further suggested the potential market for AI servers is \"much larger\" than the estimates calculated by his Wall Street colleagues. The bank believes the market for these AI-centric servers could achieve a compound annual growth rate of 50% over the coming three years. Given that Supermicro is a leading provider of AI servers, BofA expects its revenue to \"grow even faster.\"Are those growth rates achievable?Investors questioning the validity of the growth targets in the AI server market may be in for a surprise.Late last year, Bernstein analyst Toni Sacconaghi pointed out that the server market -- which had grown at a compound annual rate of 3% over the preceding 25 years -- was expected to grow at 75% annually between now and 2027. He suggested that this \"unprecedented\" AI server build-out might be happening \"too quickly,\" which could eventually lead to a \"digestion period\" -- analyst-speak for a glut. While his take suggests that growth could eventually stall, that time is still several years down the road.All indications are that sales of Supermicro's servers and other digital storage components will ride the tailwind of AI even higher. While the stock is currently selling for 3 times forward sales, that fails to take into account the company's triple-digit percentage growth rate. Using the more appropriate forward price/earnings-to-growth (PEG) ratio, Supermicro's valuation is 0.4 -- and a stock is generally viewed as undervalued at any PEG ratio below 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219147065471000,"gmtCreate":1694528405351,"gmtModify":1694528410651,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Thought Bull Market here liao? Coming simi lan","listText":"Thought Bull Market here liao? Coming simi lan","text":"Thought Bull Market here liao? Coming simi lan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219147065471000","repostId":"2366830747","repostType":2,"repost":{"id":"2366830747","pubTimestamp":1694533792,"share":"https://ttm.financial/m/news/2366830747?lang=&edition=fundamental","pubTime":"2023-09-12 23:49","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2366830747","media":"Motley Fool","summary":"You won't want to miss out on these high-powered growth stocks.","content":"<html><head></head><body><p>If you&#39;d like to position yourself to profit from the next big rally in the stock market, consider the following two stocks. Both are set to benefit from powerful trends that should drive their revenue and earnings sharply higher in the coming years.</p><h2 id=\"id_1610587205\">1. <a href=\"https://laohu8.com/S/DKNG\">DraftKings</a></h2><p>A whopping 73.5 million Americans intend to place bets on National Football League (NFL) games this season, according to the American Gaming Association. As a leader in the booming sports betting industry, DraftKings stands to profit from this trend more than perhaps any other company.</p><p>Bettors are flocking to the popular sportsbook platform. DraftKings&#39; monthly paying customers jumped 44% year over year to 2.1 million in the second quarter. These people are also wagering more money. Average revenue per payer leaped 33% year over year to $137. Together, these gains drove an 88% year-over-year surge in DraftKings&#39; revenue, to $875 million. </p><p>DraftKings&#39; mobile sports betting operations are live in only 21 states. That leaves 29 states and more than half the U.S. population as opportunities for further growth. DraftKings plans to enter recently authorized markets in Kentucky, North Carolina, and Vermont in the coming months. A dozen other states have also taken steps to potentially legalize mobile sports betting. </p><p>All in all, DraftKings management expects its full-year revenue to grow as much as 58% to $3.5 billion in 2023. Moreover, management forecasts adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of up to $175 million in the fourth quarter, compared to a loss of $50 million in the prior year period. </p><p>With DraftKings&#39; sales soaring and profitability rapidly improving, buying the company&#39;s stock seems like an intelligent wager to make today.<strong> </strong></p><h2 id=\"id_3058043389\">2. <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>Investors are tantalized by the potential of artificial intelligence (AI), and it&#39;s not hard to see why. The cutting-edge technology has the potential to change how we learn, work, and play.</p><p>Palantir Technologies wants to help companies realize the awesome potential of AI. To do so, it&#39;s marrying its highly regarded machine-learning capabilities with the large language models that power ChatGPT and other popular generative AI applications.</p><p>Palantir has plenty of experience analyzing highly sensitive information after serving the U.S. government as a defense contractor for many years, and the U.S. military remains an important customer. The U.S. Special Operations Command recently awarded Palantir a contract worth up to $463 million to strengthen its ability to process real-time information. </p><p>CEO Alex Karp says there&#39;s also a vast market for Palantir&#39;s AI solutions among businesses. Healthcare leaders like Novartis are partnering with Palantir to fast-track their research and development efforts. Engineering firms like Jacobs use Palantir&#39;s software to bolster their planning, design, and supply chain management processes. And energy giants like BP are working with Palantir to reduce production costs by as much as 60%. </p><p>With benefits such as these, customers are jumping at the chance to use Palantir&#39;s AI platform. All told, Palantir expects its revenue and adjusted operating earnings to grow by 16% and 37%, respectively, to $2.2 billion and $576 million in 2023. These strong gains in sales and profits should lead to lucrative returns for investors who buy the data analytics expert&#39;s shares today.</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>A Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits</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\">\nA Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/12/bull-market-top-stocks-to-buy-now-share-profits/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you'd like to position yourself to profit from the next big rally in the stock market, consider the following two stocks. Both are set to benefit from powerful trends that should drive their ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/12/bull-market-top-stocks-to-buy-now-share-profits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/09/12/bull-market-top-stocks-to-buy-now-share-profits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366830747","content_text":"If you'd like to position yourself to profit from the next big rally in the stock market, consider the following two stocks. Both are set to benefit from powerful trends that should drive their revenue and earnings sharply higher in the coming years.1. DraftKingsA whopping 73.5 million Americans intend to place bets on National Football League (NFL) games this season, according to the American Gaming Association. As a leader in the booming sports betting industry, DraftKings stands to profit from this trend more than perhaps any other company.Bettors are flocking to the popular sportsbook platform. DraftKings' monthly paying customers jumped 44% year over year to 2.1 million in the second quarter. These people are also wagering more money. Average revenue per payer leaped 33% year over year to $137. Together, these gains drove an 88% year-over-year surge in DraftKings' revenue, to $875 million. DraftKings' mobile sports betting operations are live in only 21 states. That leaves 29 states and more than half the U.S. population as opportunities for further growth. DraftKings plans to enter recently authorized markets in Kentucky, North Carolina, and Vermont in the coming months. A dozen other states have also taken steps to potentially legalize mobile sports betting. All in all, DraftKings management expects its full-year revenue to grow as much as 58% to $3.5 billion in 2023. Moreover, management forecasts adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of up to $175 million in the fourth quarter, compared to a loss of $50 million in the prior year period. With DraftKings' sales soaring and profitability rapidly improving, buying the company's stock seems like an intelligent wager to make today. 2. Palantir TechnologiesInvestors are tantalized by the potential of artificial intelligence (AI), and it's not hard to see why. The cutting-edge technology has the potential to change how we learn, work, and play.Palantir Technologies wants to help companies realize the awesome potential of AI. To do so, it's marrying its highly regarded machine-learning capabilities with the large language models that power ChatGPT and other popular generative AI applications.Palantir has plenty of experience analyzing highly sensitive information after serving the U.S. government as a defense contractor for many years, and the U.S. military remains an important customer. The U.S. Special Operations Command recently awarded Palantir a contract worth up to $463 million to strengthen its ability to process real-time information. CEO Alex Karp says there's also a vast market for Palantir's AI solutions among businesses. Healthcare leaders like Novartis are partnering with Palantir to fast-track their research and development efforts. Engineering firms like Jacobs use Palantir's software to bolster their planning, design, and supply chain management processes. And energy giants like BP are working with Palantir to reduce production costs by as much as 60%. With benefits such as these, customers are jumping at the chance to use Palantir's AI platform. All told, Palantir expects its revenue and adjusted operating earnings to grow by 16% and 37%, respectively, to $2.2 billion and $576 million in 2023. These strong gains in sales and profits should lead to lucrative returns for investors who buy the data analytics expert's shares today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":213593233510560,"gmtCreate":1693186724005,"gmtModify":1693186728503,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"BS","listText":"BS","text":"BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/213593233510560","repostId":"2362619481","repostType":2,"repost":{"id":"2362619481","pubTimestamp":1693185161,"share":"https://ttm.financial/m/news/2362619481?lang=&edition=fundamental","pubTime":"2023-08-28 09:12","market":"us","language":"en","title":"Nvidia CEO Jensen Huang Says \"A New Computing Era Has Begun\" -- How Much Higher Can the Stock Fly?","url":"https://stock-news.laohu8.com/highlight/detail?id=2362619481","media":"Motley Fool","summary":"Nvidia isn't just fluff; it could soon be the world's largest semiconductor business by revenue.","content":"<html><head></head><body><h2 id=\"id_1192009262\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Nvidia demolished expectations for revenue once again in its latest quarter.</p></li><li><p>The company is on a path to become the world&#39;s largest semiconductor company.</p></li><li><p>But investors should expect a bumpy ride ahead in the stock price.</p></li></ul><p>Thanks to all the kerfuffle surrounding generative AI (like ChatGPT) this year, <strong>Nvidia </strong>is already the world&#39;s most valuable semiconductor company with a market capitalization of nearly $1.2 <em>trillion</em>. This ranks it in a class far above its closest peers and puts it in company with tech giants like <strong>Microsoft</strong>, <strong>Apple</strong>, <strong>Alphabet</strong>, and <strong>Amazon</strong>. </p><p>Interestingly, though, Nvidia&#39;s revenue over the past year pales in comparison to these tech titans. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec82e395a1395499cf51b6e9182d1188\" alt=\"Data by YCharts.\" title=\"Data by YCharts.\" tg-width=\"720\" tg-height=\"599\"/><span>Data by YCharts.</span></p><p>Nevertheless, Nvidia co-founder and longtime CEO Jensen Huang said on the latest earnings call that &#34;a new computing era has begun.&#34; Could this help Nvidia narrow the gap on sales with other big tech, and will it justify the stock running even higher?</p><h2 id=\"id_3135877303\">What does this &#34;new computing era&#34; look like?</h2><p>Huang explained on Nvidia&#39;s second-quarter fiscal 2024 earnings call (for the three months ended in July) that there are really two major secular shifts taking place in the computing technology world. They are as follows:</p><ul><li><p><strong>Accelerated computing: </strong>CPUs (central computing units) are still very much in need, but they are for general computing purposes. Nvidia&#39;s decades-long work on GPUs (graphics processing units), originally for high-end video game graphics, are now being applied to the cloud and other high-performance uses to speed up computing times by an order of magnitude greater than the CPU can accomplish alone.</p></li><li><p><strong>Generative AI:</strong> This is but one example of a new type of high-performance computing workload, but a promising one that has grabbed the spotlight in 2023. The ability to create an AI algorithm once, and then use its ability to &#34;create&#34; content like text, images, video, software code, and even make robotics decisions (like self-driving car tech) for many years has obvious financial appeal.</p></li></ul><p>Huang cited estimates that the world&#39;s total data center infrastructure is currently worth about $1 trillion, and this infrastructure tends to get refreshed with new hardware (semiconductors, other components, and construction materials) about every three to five years -- equating to some $200 billion in global spending each year.</p><p>But now, thanks to Nvidia&#39;s pioneering work in computing acceleration, a massive upgrade cycle is underway to refocus these data centers on the type of chips Nvidia designs, to address new use-cases like generative AI and other high-performance computing workloads.</p><p>The result for Nvidia is a massive scale-up in its revenue, especially its data center (including AI) segment.  </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3faaeefc2c8e8c675e7e9ec35e4d42c2\" alt=\"Image source: Nvidia.\" title=\"Image source: Nvidia.\" tg-width=\"700\" tg-height=\"385\"/><span>Image source: Nvidia.</span></p><p>Total revenue in Q2 was $13.5 billion, and Q3 is expected to haul in about $16 billion. Management said it has great visibility on demand well into calendar 2024 and expects to rapidly ramp up supply (and thus final sales) in each quarter well into next year.</p><h2 id=\"id_1441676004\">How big could Nvidia really get?</h2><p>All of this means that Nvidia is on a path to surpass $50 billion in annual revenue this year. If it keeps growing well into next year (fiscal 2025 for Nvidia), it could soon become the world&#39;s biggest semiconductor business by revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11ba8fb18601c6bccb0e33434382c493\" alt=\"Data source: Nvidia. *Nvidia&#39;s fiscal year ends in January 2024  \" title=\"Data source: Nvidia. *Nvidia&#39;s fiscal year ends in January 2024  \" tg-width=\"1206\" tg-height=\"534\"/><span>Data source: Nvidia. *Nvidia&#39;s fiscal year ends in January 2024  </span></p><p>For reference, at its peak a couple of years back, <strong>Intel </strong>held the top semiconductor sales title at nearly $80 billion in annual revenue. Today, the largest company by revenue is <strong>Taiwan Semiconductor Manufacturing</strong>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5d6ae860008ea4f697ea264e1da5c3\" alt=\"Data by YCharts.\" title=\"Data by YCharts.\" tg-width=\"720\" tg-height=\"466\"/><span>Data by YCharts.</span></p><p>Now, does that justify Nvidia&#39;s market capitalization, which sits now among the mega tech stocks? Only if it continues to rapidly expand, and at a very high level of profit (net income profit margin was a crazy high 46% in Q2). Whether it can sustain its current spate of growth beyond next year (2024, or Nvidia&#39;s fiscal 2025) is now the question.  </p><p>Nvidia stock is up a whopping 174% over the last 12-month stretch alone. Don&#39;t expect anything close to that performance now that Nvidia is in the $1 trillion valuation club. As impressive (and historic) as the company&#39;s financial results have been as of late, the share price&#39;s ability to appreciate further could be severely limited over the next year or so.</p><p>Historically, Nvidia stock has been hit with sizable downturns, like it was in 2022. If you feel like you need to pile onto the Nvidia train, exercise some patience at this point.  In the meantime, there are other chip companies also participating in this exciting new computing era that Nvidia has helped pioneer.</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>Nvidia CEO Jensen Huang Says \"A New Computing Era Has Begun\" -- How Much Higher Can the Stock Fly?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia CEO Jensen Huang Says \"A New Computing Era Has Begun\" -- How Much Higher Can the Stock Fly?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-28 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/27/nvidia-ceo-jensen-huang-says-a-new-computing-era/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia demolished expectations for revenue once again in its latest quarter.The company is on a path to become the world's largest semiconductor company.But investors should expect a bumpy ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/27/nvidia-ceo-jensen-huang-says-a-new-computing-era/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4529":"IDC概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4587":"ChatGPT概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4503":"景林资产持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","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","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2023/08/27/nvidia-ceo-jensen-huang-says-a-new-computing-era/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2362619481","content_text":"KEY POINTSNvidia demolished expectations for revenue once again in its latest quarter.The company is on a path to become the world's largest semiconductor company.But investors should expect a bumpy ride ahead in the stock price.Thanks to all the kerfuffle surrounding generative AI (like ChatGPT) this year, Nvidia is already the world's most valuable semiconductor company with a market capitalization of nearly $1.2 trillion. This ranks it in a class far above its closest peers and puts it in company with tech giants like Microsoft, Apple, Alphabet, and Amazon. Interestingly, though, Nvidia's revenue over the past year pales in comparison to these tech titans. Data by YCharts.Nevertheless, Nvidia co-founder and longtime CEO Jensen Huang said on the latest earnings call that \"a new computing era has begun.\" Could this help Nvidia narrow the gap on sales with other big tech, and will it justify the stock running even higher?What does this \"new computing era\" look like?Huang explained on Nvidia's second-quarter fiscal 2024 earnings call (for the three months ended in July) that there are really two major secular shifts taking place in the computing technology world. They are as follows:Accelerated computing: CPUs (central computing units) are still very much in need, but they are for general computing purposes. Nvidia's decades-long work on GPUs (graphics processing units), originally for high-end video game graphics, are now being applied to the cloud and other high-performance uses to speed up computing times by an order of magnitude greater than the CPU can accomplish alone.Generative AI: This is but one example of a new type of high-performance computing workload, but a promising one that has grabbed the spotlight in 2023. The ability to create an AI algorithm once, and then use its ability to \"create\" content like text, images, video, software code, and even make robotics decisions (like self-driving car tech) for many years has obvious financial appeal.Huang cited estimates that the world's total data center infrastructure is currently worth about $1 trillion, and this infrastructure tends to get refreshed with new hardware (semiconductors, other components, and construction materials) about every three to five years -- equating to some $200 billion in global spending each year.But now, thanks to Nvidia's pioneering work in computing acceleration, a massive upgrade cycle is underway to refocus these data centers on the type of chips Nvidia designs, to address new use-cases like generative AI and other high-performance computing workloads.The result for Nvidia is a massive scale-up in its revenue, especially its data center (including AI) segment.  Image source: Nvidia.Total revenue in Q2 was $13.5 billion, and Q3 is expected to haul in about $16 billion. Management said it has great visibility on demand well into calendar 2024 and expects to rapidly ramp up supply (and thus final sales) in each quarter well into next year.How big could Nvidia really get?All of this means that Nvidia is on a path to surpass $50 billion in annual revenue this year. If it keeps growing well into next year (fiscal 2025 for Nvidia), it could soon become the world's biggest semiconductor business by revenue.Data source: Nvidia. *Nvidia's fiscal year ends in January 2024  For reference, at its peak a couple of years back, Intel held the top semiconductor sales title at nearly $80 billion in annual revenue. Today, the largest company by revenue is Taiwan Semiconductor Manufacturing.Data by YCharts.Now, does that justify Nvidia's market capitalization, which sits now among the mega tech stocks? Only if it continues to rapidly expand, and at a very high level of profit (net income profit margin was a crazy high 46% in Q2). Whether it can sustain its current spate of growth beyond next year (2024, or Nvidia's fiscal 2025) is now the question.  Nvidia stock is up a whopping 174% over the last 12-month stretch alone. Don't expect anything close to that performance now that Nvidia is in the $1 trillion valuation club. As impressive (and historic) as the company's financial results have been as of late, the share price's ability to appreciate further could be severely limited over the next year or so.Historically, Nvidia stock has been hit with sizable downturns, like it was in 2022. If you feel like you need to pile onto the Nvidia train, exercise some patience at this point.  In the meantime, there are other chip companies also participating in this exciting new computing era that Nvidia has helped pioneer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195357942161600,"gmtCreate":1688717308399,"gmtModify":1688717892007,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Stupid Musk","listText":"Stupid Musk","text":"Stupid Musk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195357942161600","repostId":"1181755460","repostType":2,"repost":{"id":"1181755460","pubTimestamp":1688709502,"share":"https://ttm.financial/m/news/1181755460?lang=&edition=fundamental","pubTime":"2023-07-07 13:58","market":"us","language":"en","title":"Tesla Starts to Lay Off Some Battery Workers at China Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=1181755460","media":"Bloomberg","summary":"Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs o","content":"<html><head></head><body><p>Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs of easing.</p><p style=\"text-align: start;\">The carmaker began notifying some employees on its battery assembly lines about the decision earlier this week, the people said, asking not to be identified because they’re not authorized to speak publicly. </p><p style=\"text-align: start;\">Some have been given the option to transfer to another workshop such as stamping, painting or general assembly, the people said. It’s not clear how many workers may be let go, or the specific reasons behind the layoffs. </p><p style=\"text-align: start;\">Representatives for Tesla in China didn’t respond to a request for comment.</p><p>Around 20,000 staff are employed at Tesla’s Shanghai factory, which has the capacity to churn out about 1 million EVs a year and is the source of more than half of the US company’s global output. </p><p style=\"text-align: start;\">While Tesla uses batteries made by LG Energy Solution Ltd. and Contemporary Amperex Technology Co. Ltd., they need to be built into battery modules and packs before they’re installed in a vehicle. Much of that process is done at Tesla’s battery workshop.</p><p style=\"text-align: start;\">Some automation equipment that could help replace human labor on the battery production line is in the design and construction phase, one of the people said.</p><p>Austin, Texas-based Tesla is on a tear at the moment, both in China and abroad. Deliveries from Shanghai rose almost 20% from a year earlier in June to 93,680 vehicles and the company delivered a record number of cars globally in the second quarter.</p><p>Still, Tesla’s operating margin shrank to 11.4% in the first quarter, a roughly two-year low, after the company marked down its EVs in January and March. Chief Executive Officer Elon Musk implemented several rounds of price cuts and has said he is comfortable making less money on each car sold. </p><p style=\"text-align: start;\">China has tried to apply the brakes on the price-cutting trend, with authorities bringing Tesla and more than a dozen major local automakers together Thursday to sign a pledge on maintaining fair competition and avoiding “abnormal pricing.” </p><p>While not another direct price cut, Tesla subsequently said it would provide a fresh round of incentives to buyers of Model 3 and Y EVs in China, including 3,500 yuan ($480) in cash, if they were referred by another Tesla owner. </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>Tesla Starts to Lay Off Some Battery Workers at China Plant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Starts to Lay Off Some Battery Workers at China Plant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-07 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/tesla-starts-to-layoff-some-battery-workers-at-its-china-factory><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/tesla-starts-to-layoff-some-battery-workers-at-its-china-factory\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/tesla-starts-to-layoff-some-battery-workers-at-its-china-factory","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181755460","content_text":"Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs of easing.The carmaker began notifying some employees on its battery assembly lines about the decision earlier this week, the people said, asking not to be identified because they’re not authorized to speak publicly. Some have been given the option to transfer to another workshop such as stamping, painting or general assembly, the people said. It’s not clear how many workers may be let go, or the specific reasons behind the layoffs. Representatives for Tesla in China didn’t respond to a request for comment.Around 20,000 staff are employed at Tesla’s Shanghai factory, which has the capacity to churn out about 1 million EVs a year and is the source of more than half of the US company’s global output. While Tesla uses batteries made by LG Energy Solution Ltd. and Contemporary Amperex Technology Co. Ltd., they need to be built into battery modules and packs before they’re installed in a vehicle. Much of that process is done at Tesla’s battery workshop.Some automation equipment that could help replace human labor on the battery production line is in the design and construction phase, one of the people said.Austin, Texas-based Tesla is on a tear at the moment, both in China and abroad. Deliveries from Shanghai rose almost 20% from a year earlier in June to 93,680 vehicles and the company delivered a record number of cars globally in the second quarter.Still, Tesla’s operating margin shrank to 11.4% in the first quarter, a roughly two-year low, after the company marked down its EVs in January and March. Chief Executive Officer Elon Musk implemented several rounds of price cuts and has said he is comfortable making less money on each car sold. China has tried to apply the brakes on the price-cutting trend, with authorities bringing Tesla and more than a dozen major local automakers together Thursday to sign a pledge on maintaining fair competition and avoiding “abnormal pricing.” While not another direct price cut, Tesla subsequently said it would provide a fresh round of incentives to buyers of Model 3 and Y EVs in China, including 3,500 yuan ($480) in cash, if they were referred by another Tesla owner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947813176,"gmtCreate":1682870882395,"gmtModify":1682901739467,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer","listText":"The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer","text":"The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947813176","repostId":"2331019375","repostType":2,"repost":{"id":"2331019375","pubTimestamp":1682820610,"share":"https://ttm.financial/m/news/2331019375?lang=&edition=fundamental","pubTime":"2023-04-30 10:10","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Stocks That Could Skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2331019375","media":"Motley Fool","summary":"These two companies are investing billions for future growth and cash flow.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>It&#39;s smart to be in stocks ahead of potential catalysts for the underlying businesses.</p></li><li><p>Tesla has growth drivers beyond its well-known electric cars.</p></li><li><p>Brookfield Infrastructure is in a prime position to benefit from a lower-interest-rate environment.</p></li></ul><p>Even after recovering from October 2022 lows, the <strong>S&amp;P 500</strong> index is down by over 13% since the start of 2022. Stocks of many good companies have also corrected during the recent bear market. But a bull market is coming, and when it does, shares of those companies could outpace the index. </p><p><strong>Tesla</strong> and <strong>Brookfield Infrastructure</strong> (BIPC) are two businesses that have thrived even while their stocks have struggled. Both should see their share prices recover greatly when the market turns, though for different reasons. Owning both is a good way to diversify and prepare for the next bull market. </p><h2>1. More than just cars</h2><p>Tesla shares have been cut in half over the past year. That drop has occurred even as the business has thrived. It makes sense, though, considering how much speculation and future growth were being priced into the stock. The good news for investors now is that the expected growth has come to fruition, and the company is generating tons of cash and profits. That cash flow is now being used to expand the business even further. </p><p>In addition to recently announcing plans for its fifth electric car plant to be built in Mexico, Tesla is investing billions into its energy segment. Earlier this year, the company said it would invest an additional $3.6 billion in its Nevada gigafactory to add battery production capacity. The site produces battery cells for its EV offerings as well as energy modules and battery packs for energy storage. That energy segment has been growing quickly and contributing more revenue over the past year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29fce19a08ec038d83c5730dec4b18c\" alt=\"Data source: Tesla. Chart by author.\" title=\"Data source: Tesla. Chart by author.\" tg-width=\"700\" tg-height=\"432\"/><span>Data source: Tesla. Chart by author.</span></p><p>Energy generation and storage revenue represented nearly 7% of revenue in the first quarter. That was twice as much as it contributed in the prior-year period. </p><p>Another bull market will likely come with a robustly growing economy. That will boost Tesla&#39;s vehicle sales but will also mean more business for its other divisions. No one knows if the stock will bounce back quickly or if it will even move higher in the near term. But if the underlying business continues to excel, it would be wise for investors to own Tesla shares as the stock should follow that success. </p><h2>2. Getting a boost from the Fed</h2><p>Another stock that could jump higher in the next bull market is Brookfield Infrastructure Partners. Its shares have dropped, partly because the cost of capital has increased as the Federal Reserve has increased interest rates as it tries to cool the economy and inflation. That would seemingly be a bad environment for Brookfield to add investments, yet the business is thriving. When interest rates eventually drop, it should provide even more of a boost for Brookfield and its shares. </p><p>Yet Brookfield continues to grow its business even in the current interest rate environment. The company just announced the $13.3 billion takeover of the world&#39;s largest owner and lessor of intermodal containers. <strong>Triton International</strong> adds transportation logistics infrastructure to Brookfield&#39;s portfolio of global assets that already includes transportation as well as utilities, energy transmission and storage, and data transmission. </p><p>But while the company continues to invest and grow -- its funds from operations (FFO) increased 12% in 2022 versus 2021 -- Brookfield&#39;s stock has floundered. That has resulted in a dividend yield of about 4.2% for the partnership shares. Investors can own Brookfield through one of two entities: the partnership shares (BIP) or the corporate shares (BIPC). The corporate shares come at a premium, likely because of the simplicity of owning stock versus partnership shares. That premium is also why Brookfield used its corporate shares as currency for the stock portion of the Triton transaction. </p><p>The partnership shares add a bit of complexity to tax reporting. But for those who are comfortable receiving and filing K-1 documents, the higher dividend yield and potential for price appreciation shouldn&#39;t be overlooked. </p><p>Brookfield management has proven to be excellent at capital allocation. They invest, let the assets grow, then recycle the returns into new investments. If interest rates begin a downward cycle as a bull market returns, that should allow the company to more efficiently add assets. Investors who buy the stock now can be positioned to share in the returns from those investments and can enjoy a solid dividend yield along the way. </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>A Bull Market Is Coming: 2 Stocks That Could Skyrocket</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\">\nA Bull Market Is Coming: 2 Stocks That Could Skyrocket\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-30 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/28/a-bull-market-is-coming-2-stocks-that-could-skyroc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIt's smart to be in stocks ahead of potential catalysts for the underlying businesses.Tesla has growth drivers beyond its well-known electric cars.Brookfield Infrastructure is in a prime ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/28/a-bull-market-is-coming-2-stocks-that-could-skyroc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","BIPC":"Brookfield Infrastructure Corp","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4527":"明星科技股","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4208":"复合型公用事业","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4197":"燃气公用事业","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://www.fool.com/investing/2023/04/28/a-bull-market-is-coming-2-stocks-that-could-skyroc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331019375","content_text":"KEY POINTSIt's smart to be in stocks ahead of potential catalysts for the underlying businesses.Tesla has growth drivers beyond its well-known electric cars.Brookfield Infrastructure is in a prime position to benefit from a lower-interest-rate environment.Even after recovering from October 2022 lows, the S&P 500 index is down by over 13% since the start of 2022. Stocks of many good companies have also corrected during the recent bear market. But a bull market is coming, and when it does, shares of those companies could outpace the index. Tesla and Brookfield Infrastructure (BIPC) are two businesses that have thrived even while their stocks have struggled. Both should see their share prices recover greatly when the market turns, though for different reasons. Owning both is a good way to diversify and prepare for the next bull market. 1. More than just carsTesla shares have been cut in half over the past year. That drop has occurred even as the business has thrived. It makes sense, though, considering how much speculation and future growth were being priced into the stock. The good news for investors now is that the expected growth has come to fruition, and the company is generating tons of cash and profits. That cash flow is now being used to expand the business even further. In addition to recently announcing plans for its fifth electric car plant to be built in Mexico, Tesla is investing billions into its energy segment. Earlier this year, the company said it would invest an additional $3.6 billion in its Nevada gigafactory to add battery production capacity. The site produces battery cells for its EV offerings as well as energy modules and battery packs for energy storage. That energy segment has been growing quickly and contributing more revenue over the past year. Data source: Tesla. Chart by author.Energy generation and storage revenue represented nearly 7% of revenue in the first quarter. That was twice as much as it contributed in the prior-year period. Another bull market will likely come with a robustly growing economy. That will boost Tesla's vehicle sales but will also mean more business for its other divisions. No one knows if the stock will bounce back quickly or if it will even move higher in the near term. But if the underlying business continues to excel, it would be wise for investors to own Tesla shares as the stock should follow that success. 2. Getting a boost from the FedAnother stock that could jump higher in the next bull market is Brookfield Infrastructure Partners. Its shares have dropped, partly because the cost of capital has increased as the Federal Reserve has increased interest rates as it tries to cool the economy and inflation. That would seemingly be a bad environment for Brookfield to add investments, yet the business is thriving. When interest rates eventually drop, it should provide even more of a boost for Brookfield and its shares. Yet Brookfield continues to grow its business even in the current interest rate environment. The company just announced the $13.3 billion takeover of the world's largest owner and lessor of intermodal containers. Triton International adds transportation logistics infrastructure to Brookfield's portfolio of global assets that already includes transportation as well as utilities, energy transmission and storage, and data transmission. But while the company continues to invest and grow -- its funds from operations (FFO) increased 12% in 2022 versus 2021 -- Brookfield's stock has floundered. That has resulted in a dividend yield of about 4.2% for the partnership shares. Investors can own Brookfield through one of two entities: the partnership shares (BIP) or the corporate shares (BIPC). The corporate shares come at a premium, likely because of the simplicity of owning stock versus partnership shares. That premium is also why Brookfield used its corporate shares as currency for the stock portion of the Triton transaction. The partnership shares add a bit of complexity to tax reporting. But for those who are comfortable receiving and filing K-1 documents, the higher dividend yield and potential for price appreciation shouldn't be overlooked. Brookfield management has proven to be excellent at capital allocation. They invest, let the assets grow, then recycle the returns into new investments. If interest rates begin a downward cycle as a bull market returns, that should allow the company to more efficiently add assets. Investors who buy the stock now can be positioned to share in the returns from those investments and can enjoy a solid dividend yield along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947000364,"gmtCreate":1682307138359,"gmtModify":1682307141861,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Muse","listText":"Muse","text":"Muse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947000364","repostId":"1111405907","repostType":2,"repost":{"id":"1111405907","pubTimestamp":1682292585,"share":"https://ttm.financial/m/news/1111405907?lang=&edition=fundamental","pubTime":"2023-04-24 07:29","market":"us","language":"en","title":"Musk Sees Parallels With The 1929 Crash And The Great Depression","url":"https://stock-news.laohu8.com/highlight/detail?id=1111405907","media":"Seeking Alpha","summary":"SummaryThe Fed is currently hiking into a recession, like in 1929.But the Fed also hiked during othe","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>The Fed is currently hiking into a recession, like in 1929.</p></li><li><p>But the Fed also hiked during other recessions, like in 1974.</p></li><li><p>History shows that the Fed hikes if necessary, despite the economic and financial damage.</p></li><li><p>Given the current situation, the outlook for S&amp;P 500 is very bearish.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e4942b3fa514191bf65dc2a4b5a42f\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><h2>The Musk concerns:</h2><p>Elon Musk conducted an interview with Fox host Tucker Carlson that aired on April 19, and among other things discussed the current banking crisis, the Fed, and expressed his opinion on the economic outlook.</p><p>Musk pointed that one of the times the Fed hiked interest rates into a recession was in 1929, which was followed with the Great Depression. Here are the key excerpts:</p><blockquote>Tucker Carlson: What&#39;s your sense of the stability of the American banking system?Elon Musk: ...I think there is a serious danger with the global banking system. There&#39;s a strong argument that the - if you were to actually market the portfolios of the banks, the loans, and whatnot, that the entire banking industry would have negative equity....So we really haven&#39;t seen the commercial real estate shoe drop. That&#39;s more like an anvil, not a shoe. So the stuff we&#39;ve seen so far hasn&#39;t even actually hasn&#39;t even - it&#39;s only slightly real estate portfolio degradation. But that will become a very serious thing later this year, in my view... I think if we see, which we&#39;re likely to see, a drop in house prices, because the interest rates are too high.....And so if banks end up having loan losses in both their commercial and - well they&#39;re definitely going to have loan losses in their professional portfolio but also in their mortgage portfolio, this is a dire situation....There is a solution to mitigate the magnitude of the damage here, which is for the Fed to lower the rate. But they raised the rate again. Now, if I recall correctly, which I, you know, important caveat I think the last time the Fed raised rates going into a recession was 1929.Carlson: What happened then?Musk: Yeah, the Great Depression.</blockquote><p>Musk obviously does not think that the current banking crisis is finished. He&#39;s concerned that the banks (KRE) could start seeing the losses on their commercial real estate loan portfolios (due to high vacancies and higher interest rates). He&#39;s also concerned that higher interest rates could cause the housing prices to fall, which would increase the losses on the banks&#39; mortgage loan portfolios as well.</p><p>Musk thinks that he Fed should be decreasing the interest rates in this situation. More importantly, he seems concerned that the further increases in interest rates could lead to the major financial crisis like the Great Depression, referencing the Fed&#39;s &#34;error&#34; in 1929.</p><h2>What happened in 1929?</h2><p>The Fed did increase interest rate in 1929 right as the Great Depression started, from 5.25% to 6.50%. Here&#39;s the chart:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf09ae89b94f5d45c4dd8b5f5c4f6ff\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"292\"/></p><p>By most historical accounts, the Fed was concerned with the high stock market valuations and the excess speculation. The banks played the key role by participating in a very profitable virtuous cycle: 1) Extend the margin credit to buy stocks, 2) higher stock prices lead to more wealth, 3) more wealth leads to more consumption, 4) more consumption leads to more loans, 5) more loans lead to more profits, and thus, 6) extend more margin credit to buy stocks - the virtuous cycle continues. Apparently, the banks ignored the Fed&#39;s warning about the dangers of such activity, so the Fed was forced to hike into the recession.</p><p>At the end, the virtuous cycle turned into the vicious cycle of deflation, where higher interest rates busted the stock market bubble, which caused the default on consumer loans, and the bank runs, which lead to widespread bank failures, and ultimately the deflationary spiral.</p><h2>The Fed hiked during the recession in other episodes</h2><p>But the Fed also hiked during the recessions in 1974 and in 1980. Here&#39;s the chart of the Federal Funds rate and CPI inflation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8201942def7ef177121ffb9a3eb63f\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"322\"/></p><p>Generally, the Fed hikes before recession to address the inflationary pressures, and then pauses and cuts as the economic and financial damage becomes evident. This was the case of the 1970 recession, as shown in the chart above.</p><p><strong>The 1974 case</strong></p><p>In 1973, the Fed also started to cut before the recession started. However, during the 1974 recession, inflation started to increase, and thus, the Fed was forced to hike during the recession, despite the economic and financial damage.</p><p><strong>The 1980 case</strong></p><p>Similarly, the Fed was forced to aggressively hike during the 1980 recession, as inflation simply would not fall even as the recession started.</p><p><strong>The lesson</strong></p><p>During the 1970, the Fed was primarily concerned with inflation, and showed the willingness to hike interest rates even during the recessions to lower the inflation. Generally, during the inflationary recessions, the Fed is forced to hike well above the CPI inflation, despite the economic and financial damage.</p><h2>What about the current situation?</h2><p>The 1929 case was the deflationary recession case, where the key concern was the stock market bubble due to excess speculation. The 1974 and 1980 cases were the inflationary recession cases, where the major concern was high inflation.</p><p>The current situation combines both of these cases, it&#39;s an inflationary recession with the stock market bubble, which makes it potentially extremely dire.</p><p><strong>Stock market bubble</strong></p><p>First, the based on the Shiller PE ratio, S&amp;P500 (SP500) (SPX) (SPY) is as overvalued now as it was at the peak of the 1929 stock market bubble, with the Shiller PE ratio right below 30 in both cases.</p><p>During the 1970s the Shiller PE ratio was very low, down in the 10s, thus stocks were cheap, which limited the financial damage of the Fed&#39;s recessionary hikes. Here is Schiller PE ratio chart.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f55b136a46c564dd0568f03aaa2e1f17\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"292\"/></p><p><strong>High inflation</strong></p><p>Inflation was not a major problem in 1929. Now it is. The core CPI is still above the Federal Funds rate, above the 5% level. We&#39;re in midst of the inflationary shock caused by the labor shortage, attempted energy shocks, reshoring of supply chains, the real war which can affect the global food supply, all part of the unfolding trend of deglobalization.</p><p>So, the chart below resembles the 1974 episode. The Fed (red) is trying to catch up with inflation (blue), and inflation is falling. However, as soon as the Fed pauses or cuts, inflation is likely to turn back up (due top structural trends related to deglobalization), forcing more Fed hikes despite the likely recession.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f217bd2659419c0eab4e708fdeb576b\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"324\"/></p><h2>Implications</h2><p>The Fed is hiking into the recession, Musk is right. And the Fed will likely &#34;hold for longer&#34; despite the inevitable financial and economic damage as the recession takes hold. Why? Just like in 1974, we&#39;re in the midst of the inflationary shock, and if the Fed pauses prematurely, inflation could reaccelerate.</p><p>However, unlike the 1974, we&#39;re also in the stock market bubble, just like in 1929. Thus, the outlook for S&amp;P 500 is extremely bearish.</p><p>The only hope for the bulls is that the Fed would prematurely pause and pivot, and thus, allow the stock market bubble to reaccelerate by allowing higher inflation. Very unlikely. But we will get the first taste of this on May 3 - the next Fed meeting.</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>Musk Sees Parallels With The 1929 Crash And The Great Depression</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\">\nMusk Sees Parallels With The 1929 Crash And The Great Depression\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595625-musk-sees-parallels-1929-great-depression><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed is currently hiking into a recession, like in 1929.But the Fed also hiked during other recessions, like in 1974.History shows that the Fed hikes if necessary, despite the economic and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4595625-musk-sees-parallels-1929-great-depression\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4595625-musk-sees-parallels-1929-great-depression","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1111405907","content_text":"SummaryThe Fed is currently hiking into a recession, like in 1929.But the Fed also hiked during other recessions, like in 1974.History shows that the Fed hikes if necessary, despite the economic and financial damage.Given the current situation, the outlook for S&P 500 is very bearish.The Musk concerns:Elon Musk conducted an interview with Fox host Tucker Carlson that aired on April 19, and among other things discussed the current banking crisis, the Fed, and expressed his opinion on the economic outlook.Musk pointed that one of the times the Fed hiked interest rates into a recession was in 1929, which was followed with the Great Depression. Here are the key excerpts:Tucker Carlson: What's your sense of the stability of the American banking system?Elon Musk: ...I think there is a serious danger with the global banking system. There's a strong argument that the - if you were to actually market the portfolios of the banks, the loans, and whatnot, that the entire banking industry would have negative equity....So we really haven't seen the commercial real estate shoe drop. That's more like an anvil, not a shoe. So the stuff we've seen so far hasn't even actually hasn't even - it's only slightly real estate portfolio degradation. But that will become a very serious thing later this year, in my view... I think if we see, which we're likely to see, a drop in house prices, because the interest rates are too high.....And so if banks end up having loan losses in both their commercial and - well they're definitely going to have loan losses in their professional portfolio but also in their mortgage portfolio, this is a dire situation....There is a solution to mitigate the magnitude of the damage here, which is for the Fed to lower the rate. But they raised the rate again. Now, if I recall correctly, which I, you know, important caveat I think the last time the Fed raised rates going into a recession was 1929.Carlson: What happened then?Musk: Yeah, the Great Depression.Musk obviously does not think that the current banking crisis is finished. He's concerned that the banks (KRE) could start seeing the losses on their commercial real estate loan portfolios (due to high vacancies and higher interest rates). He's also concerned that higher interest rates could cause the housing prices to fall, which would increase the losses on the banks' mortgage loan portfolios as well.Musk thinks that he Fed should be decreasing the interest rates in this situation. More importantly, he seems concerned that the further increases in interest rates could lead to the major financial crisis like the Great Depression, referencing the Fed's \"error\" in 1929.What happened in 1929?The Fed did increase interest rate in 1929 right as the Great Depression started, from 5.25% to 6.50%. Here's the chart:By most historical accounts, the Fed was concerned with the high stock market valuations and the excess speculation. The banks played the key role by participating in a very profitable virtuous cycle: 1) Extend the margin credit to buy stocks, 2) higher stock prices lead to more wealth, 3) more wealth leads to more consumption, 4) more consumption leads to more loans, 5) more loans lead to more profits, and thus, 6) extend more margin credit to buy stocks - the virtuous cycle continues. Apparently, the banks ignored the Fed's warning about the dangers of such activity, so the Fed was forced to hike into the recession.At the end, the virtuous cycle turned into the vicious cycle of deflation, where higher interest rates busted the stock market bubble, which caused the default on consumer loans, and the bank runs, which lead to widespread bank failures, and ultimately the deflationary spiral.The Fed hiked during the recession in other episodesBut the Fed also hiked during the recessions in 1974 and in 1980. Here's the chart of the Federal Funds rate and CPI inflation.Generally, the Fed hikes before recession to address the inflationary pressures, and then pauses and cuts as the economic and financial damage becomes evident. This was the case of the 1970 recession, as shown in the chart above.The 1974 caseIn 1973, the Fed also started to cut before the recession started. However, during the 1974 recession, inflation started to increase, and thus, the Fed was forced to hike during the recession, despite the economic and financial damage.The 1980 caseSimilarly, the Fed was forced to aggressively hike during the 1980 recession, as inflation simply would not fall even as the recession started.The lessonDuring the 1970, the Fed was primarily concerned with inflation, and showed the willingness to hike interest rates even during the recessions to lower the inflation. Generally, during the inflationary recessions, the Fed is forced to hike well above the CPI inflation, despite the economic and financial damage.What about the current situation?The 1929 case was the deflationary recession case, where the key concern was the stock market bubble due to excess speculation. The 1974 and 1980 cases were the inflationary recession cases, where the major concern was high inflation.The current situation combines both of these cases, it's an inflationary recession with the stock market bubble, which makes it potentially extremely dire.Stock market bubbleFirst, the based on the Shiller PE ratio, S&P500 (SP500) (SPX) (SPY) is as overvalued now as it was at the peak of the 1929 stock market bubble, with the Shiller PE ratio right below 30 in both cases.During the 1970s the Shiller PE ratio was very low, down in the 10s, thus stocks were cheap, which limited the financial damage of the Fed's recessionary hikes. Here is Schiller PE ratio chart.High inflationInflation was not a major problem in 1929. Now it is. The core CPI is still above the Federal Funds rate, above the 5% level. We're in midst of the inflationary shock caused by the labor shortage, attempted energy shocks, reshoring of supply chains, the real war which can affect the global food supply, all part of the unfolding trend of deglobalization.So, the chart below resembles the 1974 episode. The Fed (red) is trying to catch up with inflation (blue), and inflation is falling. However, as soon as the Fed pauses or cuts, inflation is likely to turn back up (due top structural trends related to deglobalization), forcing more Fed hikes despite the likely recession.ImplicationsThe Fed is hiking into the recession, Musk is right. And the Fed will likely \"hold for longer\" despite the inevitable financial and economic damage as the recession takes hold. Why? Just like in 1974, we're in the midst of the inflationary shock, and if the Fed pauses prematurely, inflation could reaccelerate.However, unlike the 1974, we're also in the stock market bubble, just like in 1929. Thus, the outlook for S&P 500 is extremely bearish.The only hope for the bulls is that the Fed would prematurely pause and pivot, and thus, allow the stock market bubble to reaccelerate by allowing higher inflation. Very unlikely. But we will get the first taste of this on May 3 - the next Fed meeting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943913351,"gmtCreate":1679031543973,"gmtModify":1679031861039,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Bull market my ass. With high interest rates things are starting to break. SVB in US&nbsp;and CS&nbsp;in Eueope&nbsp;is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings&nbsp;","listText":"Bull market my ass. With high interest rates things are starting to break. SVB in US&nbsp;and CS&nbsp;in Eueope&nbsp;is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings&nbsp;","text":"Bull market my ass. With high interest rates things are starting to break. SVB in US and CS in Eueope is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943913351","repostId":"2319368389","repostType":2,"repost":{"id":"2319368389","pubTimestamp":1679029979,"share":"https://ttm.financial/m/news/2319368389?lang=&edition=fundamental","pubTime":"2023-03-17 13:12","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2319368389","media":"Motley Fool","summary":"This stock is a bargain compared to the competition.","content":"<html><head></head><body><p>The <b>Nasdaq-100 Technology Sector</b> index plunged almost 40% throughout 2022 as inflation-related rises led to decreased consumer demand. But the market has begun recovering since Jan. 1, with the index up 15% year to date.</p><p>Last year&#39;s sell-off dragged down the stocks of some of the world&#39;s most valuable companies, with <b>Alphabet</b> plunging 39% over the 12 months. The company has marginally benefited from the market&#39;s upward trend this year, with its stock up 6% since the start of 2023.</p><p>Alphabet remains home to a solid business that will likely provide substantial gains over the long term. A bull market is coming, so here are two reasons to buy Alphabet&#39;s stock while it&#39;s still down 25% year over year.</p><h2>1. Alphabet has had stellar growth in the past</h2><p>The company stumbled in 2022, but its past growth suggests it won&#39;t be down forever. Over the past five years, the stock has risen 64%, and it has increased 238% over the past decade. The impressive growth has come as annual revenue has increased 106% to $282.8 billion since 2019, with operating income soaring 130% to $74.8 billion.</p><p>Alphabet&#39;s development over the years has largely been thanks to potent segments such as YouTube, Android, Fitbit, and the many services associated with Google. These platforms have catapulted the company&#39;s digital advertising business by providing access to a massive audience, attracting businesses to its ad services.</p><p>YouTube has over 2.6 billion active users, with about 52% of people who access the internet using the video platform at least once a month.</p><p>Despite this stellar growth over the years, its stock dip suggests investors remain overly cautious. As a result, Alphabet&#39;s current share price offers more value, as seen by its forward price-to-earnings (P/E) ratio in the chart below. The stock is a bargain compared to its biggest competitors.</p><p><img src=\"https://static.tigerbbs.com/b9d87f8168a4ca90b564c6e3bca8189f\" tg-width=\"720\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><h2>2. A lucrative future as a market leader</h2><p>In December 2022, U.S. ad spending decreased by 12.1% -- its sixth consecutive monthly drop. Inflation drove up operating costs, which meant that many businesses had to pare down budgets, with advertising one of the first things to go. As a result, the fact that 80% of Alphabet&#39;s earnings typically stem from digital advertising didn&#39;t sit well with many investors.</p><p>But the digital advertising market still has a lot to offer once macroeconomic headwinds subside, with Alphabet&#39;s leading 27.5% market share likely to be a lucrative asset in the long term. According to Statista, worldwide digital ad spending hit $522.5 billion in 2021 and is expected to reach $835.8 billion by 2026, a 60% rise.  Alphabet is in a prime position to profit from that growth.</p><p>Meanwhile, its steadily developing cloud business is strengthening the company by diversifying its revenue. In fiscal 2022, Google Cloud revenue increased 36.8% to $26.3 billion as the platform benefited from its 10% market share in the booming industry. The platform has gradually become a larger part of the company&#39;s business, responsible for 3.7% of its revenue in 2017, then hitting 9.3% in 2022.</p><p>According to Grand View Research, the cloud market was worth $484 billion in 2022 and is projected to expand at a compound annual rate of 14.1% through 2030. So Google Cloud&#39;s business will likely continue developing for years, especially as the company puts a more significant focus on artificial intelligence (AI).</p><p>Alphabet shares plunged in 2022, but the sell-off has only made its stock more compelling. The company&#39;s long-term outlook suggests a bull market is coming, meaning now is a great time to buy shares in Alphabet.</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>A Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 13:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/16/a-bull-market-is-coming-2-reasons-to-buy-alphabet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 Technology Sector index plunged almost 40% throughout 2022 as inflation-related rises led to decreased consumer demand. But the market has begun recovering since Jan. 1, with the index ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/16/a-bull-market-is-coming-2-reasons-to-buy-alphabet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2023/03/16/a-bull-market-is-coming-2-reasons-to-buy-alphabet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319368389","content_text":"The Nasdaq-100 Technology Sector index plunged almost 40% throughout 2022 as inflation-related rises led to decreased consumer demand. But the market has begun recovering since Jan. 1, with the index up 15% year to date.Last year's sell-off dragged down the stocks of some of the world's most valuable companies, with Alphabet plunging 39% over the 12 months. The company has marginally benefited from the market's upward trend this year, with its stock up 6% since the start of 2023.Alphabet remains home to a solid business that will likely provide substantial gains over the long term. A bull market is coming, so here are two reasons to buy Alphabet's stock while it's still down 25% year over year.1. Alphabet has had stellar growth in the pastThe company stumbled in 2022, but its past growth suggests it won't be down forever. Over the past five years, the stock has risen 64%, and it has increased 238% over the past decade. The impressive growth has come as annual revenue has increased 106% to $282.8 billion since 2019, with operating income soaring 130% to $74.8 billion.Alphabet's development over the years has largely been thanks to potent segments such as YouTube, Android, Fitbit, and the many services associated with Google. These platforms have catapulted the company's digital advertising business by providing access to a massive audience, attracting businesses to its ad services.YouTube has over 2.6 billion active users, with about 52% of people who access the internet using the video platform at least once a month.Despite this stellar growth over the years, its stock dip suggests investors remain overly cautious. As a result, Alphabet's current share price offers more value, as seen by its forward price-to-earnings (P/E) ratio in the chart below. The stock is a bargain compared to its biggest competitors.Data by YCharts.2. A lucrative future as a market leaderIn December 2022, U.S. ad spending decreased by 12.1% -- its sixth consecutive monthly drop. Inflation drove up operating costs, which meant that many businesses had to pare down budgets, with advertising one of the first things to go. As a result, the fact that 80% of Alphabet's earnings typically stem from digital advertising didn't sit well with many investors.But the digital advertising market still has a lot to offer once macroeconomic headwinds subside, with Alphabet's leading 27.5% market share likely to be a lucrative asset in the long term. According to Statista, worldwide digital ad spending hit $522.5 billion in 2021 and is expected to reach $835.8 billion by 2026, a 60% rise.  Alphabet is in a prime position to profit from that growth.Meanwhile, its steadily developing cloud business is strengthening the company by diversifying its revenue. In fiscal 2022, Google Cloud revenue increased 36.8% to $26.3 billion as the platform benefited from its 10% market share in the booming industry. The platform has gradually become a larger part of the company's business, responsible for 3.7% of its revenue in 2017, then hitting 9.3% in 2022.According to Grand View Research, the cloud market was worth $484 billion in 2022 and is projected to expand at a compound annual rate of 14.1% through 2030. So Google Cloud's business will likely continue developing for years, especially as the company puts a more significant focus on artificial intelligence (AI).Alphabet shares plunged in 2022, but the sell-off has only made its stock more compelling. The company's long-term outlook suggests a bull market is coming, meaning now is a great time to buy shares in Alphabet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949134269,"gmtCreate":1678421277652,"gmtModify":1678421486262,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Shit","listText":"Shit","text":"Shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949134269","repostId":"1127882764","repostType":4,"repost":{"id":"1127882764","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":1678419322,"share":"https://ttm.financial/m/news/1127882764?lang=&edition=fundamental","pubTime":"2023-03-10 11:35","market":"us","language":"en","title":"SVB Financial Realigns Portfolio—and Blows Up the Banking Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=1127882764","media":"Dow Jones","summary":"SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in ","content":"<html><head></head><body><p>SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in deposits. The impact rippled through the banking sector, which many investors had assumed was largely insulated from recession worries and rising rates</p><p>SVB’s troubles came as the Silicon Valley-based lender was forced to sell securities to realign its portfolio in response to higher interest rates while it manages lower deposit levels from clients, many of which are in the venture capital arena and burning through cash.</p><p>SVB stock (ticker: SIVB) fell 60% to $106.04 on Thursday. The decline, the steepest among companies in the S&amp;P 500, was the largest percentage decrease ever. Shares kept sliding in after-hours trading, down another 22%.</p><p>The selloff caused traders to take a closer look at all bank stocks—particularly their deposits—causing the KBW Nasdaq Bank Index (BKX) to fall 7.7%, its worst showing since June 11, 2020, when it fell 9%.</p><p>SVB, parent of Silicon Valley Bank, enjoyed a bull run in 2021 as it lent to venture capitalist-backed start-ups in technology, life sciences and healthcare, and even Napa Valley wineries, in an era of low interest rates and easy money.</p><p>It’s fallen on hard times since then. SVB’s stock has dropped more than 80% from its record high in late 2021 as interest rates have increased, boosting the cost of the deposits the bank uses to fund loans. The company in its press release on Wednesday said its latest actions were partly due to expectations for a continued higher interest-rate environment and partly because deposit levels have declined.</p><p>Given the current volatile economic environment, venture-capital firms have been less willing to fund start-ups—a problem for SVB, which gets deposits from VC-backed start-ups that were earlier flush with cash. As of Feb. 28, SVB had client funds of $326 billion, a decline from $341 billion at the end of last year.</p><p>“What we learned over the last 12 to 24 months is that in a fast-paced rising rate environment, customer deposit dynamics are different than what we had expected,” said Chief Financial Officer Daniel Beck in a conference call with Bank of America analysts days ahead of Wednesday’s update.</p><p>The decline in deposits forced SVB to take drastic action. After Wednesday’s market close, SVB said it sold all of its $21 billion in securities classified as available for sale (AFS), a portfolio essentially comprised of U.S. Treasury and mortgage-backed securities. It said it suffered an after-tax loss of $1.8 billion, to be recorded in the first quarter of 2023, as a result. Prices of fixed-income securities such as MBS and Treasury debt fall as interest rates go up.</p><p>The company plans to reinvest the proceeds from the sale into shorter-term debt to take advantage of rising rates. SVB also said it would raise $2.25 billion, including $500 million from private-equity firm General Atlantic and offering $1.25 billion of convertible preferred and common stock to investors.</p><p>“The sale of substantially all of our AFS securities will enable us to increase our asset sensitivity, partially lock in funding costs, better insulate net interest income (NII) and net interest margin (NIM) from the impact of higher interest rates, and enhance profitability,” SVB said.</p><p>The sale of banks’ so-called AFS securities has been a risk lurking in the market since the Federal Reserve began its efforts to lift interest rates to tamp down on inflation last year. Rising inflation has forced clients to spend down their deposits—a low-cost source of funding for banks. As that dries up, banks are forced to turn to their securities portfolio to raise capital but with bond prices down, the banks are selling those securities at a loss.</p><p>With the broader market losing its interest in high-growth stocks, it was expected that some of those worries would transfer to the venture capital space. And that they did. “Concern over a slow-to-recover VC environment have kept us cautious on SIVB shares and potentially remains a headwind as rates stay elevated,” said D.A. Davidson analyst Gary Tenner. He rates the stock at Neutral and lowered his target for the price to $200 from $250.</p><p>The concerns should linger. Moody’s, for instance, downgraded SVB Financial Group (SVB) and its bank subsidiary, Silicon Valley Bank, Thursday and changed the outlook of its ratings to negative from stable.</p><p>“SVB’s balance sheet restructure repositions its balance sheet toward asset sensitive, which will benefit profitability at the cost of realized losses on sales of investments. Nonetheless, Moody’s does not expect the environment will</p><p>recover enough for SVB to materially improve its profitability, funding and liquidity, which prompted today’s action,” analysts at Moody’s wrote.</p><p>The fear is that other banks will face the same troubles, which explains Thursday’s selling in the industry. Banks take deposits, which they then use to make loans or buy securities. If their deposits were to fall, as SVB’s did, they would be forced to sell assets at a loss.</p><p>Some observers contend the worries are overblown. SVB had a singular funding base, which made life difficult for it when start-up companies ran out of easy cash. The country’s largest banks, though, have more diverse funding sources, which should help insulate them from SVB’s problems, according to Wells Fargo Securities analyst Mike Mayo,</p><p>“[The] ‘SIVB moment’ is not fully indicative of the industry but affects sentiment,” Mayo wrote Thursday.</p><p>Sometimes, though, sentiment is all that matters.</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>SVB Financial Realigns Portfolio—and Blows Up the Banking Sector</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\">\nSVB Financial Realigns Portfolio—and Blows Up the Banking Sector\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\">2023-03-10 11:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in deposits. The impact rippled through the banking sector, which many investors had assumed was largely insulated from recession worries and rising rates</p><p>SVB’s troubles came as the Silicon Valley-based lender was forced to sell securities to realign its portfolio in response to higher interest rates while it manages lower deposit levels from clients, many of which are in the venture capital arena and burning through cash.</p><p>SVB stock (ticker: SIVB) fell 60% to $106.04 on Thursday. The decline, the steepest among companies in the S&amp;P 500, was the largest percentage decrease ever. Shares kept sliding in after-hours trading, down another 22%.</p><p>The selloff caused traders to take a closer look at all bank stocks—particularly their deposits—causing the KBW Nasdaq Bank Index (BKX) to fall 7.7%, its worst showing since June 11, 2020, when it fell 9%.</p><p>SVB, parent of Silicon Valley Bank, enjoyed a bull run in 2021 as it lent to venture capitalist-backed start-ups in technology, life sciences and healthcare, and even Napa Valley wineries, in an era of low interest rates and easy money.</p><p>It’s fallen on hard times since then. SVB’s stock has dropped more than 80% from its record high in late 2021 as interest rates have increased, boosting the cost of the deposits the bank uses to fund loans. The company in its press release on Wednesday said its latest actions were partly due to expectations for a continued higher interest-rate environment and partly because deposit levels have declined.</p><p>Given the current volatile economic environment, venture-capital firms have been less willing to fund start-ups—a problem for SVB, which gets deposits from VC-backed start-ups that were earlier flush with cash. As of Feb. 28, SVB had client funds of $326 billion, a decline from $341 billion at the end of last year.</p><p>“What we learned over the last 12 to 24 months is that in a fast-paced rising rate environment, customer deposit dynamics are different than what we had expected,” said Chief Financial Officer Daniel Beck in a conference call with Bank of America analysts days ahead of Wednesday’s update.</p><p>The decline in deposits forced SVB to take drastic action. After Wednesday’s market close, SVB said it sold all of its $21 billion in securities classified as available for sale (AFS), a portfolio essentially comprised of U.S. Treasury and mortgage-backed securities. It said it suffered an after-tax loss of $1.8 billion, to be recorded in the first quarter of 2023, as a result. Prices of fixed-income securities such as MBS and Treasury debt fall as interest rates go up.</p><p>The company plans to reinvest the proceeds from the sale into shorter-term debt to take advantage of rising rates. SVB also said it would raise $2.25 billion, including $500 million from private-equity firm General Atlantic and offering $1.25 billion of convertible preferred and common stock to investors.</p><p>“The sale of substantially all of our AFS securities will enable us to increase our asset sensitivity, partially lock in funding costs, better insulate net interest income (NII) and net interest margin (NIM) from the impact of higher interest rates, and enhance profitability,” SVB said.</p><p>The sale of banks’ so-called AFS securities has been a risk lurking in the market since the Federal Reserve began its efforts to lift interest rates to tamp down on inflation last year. Rising inflation has forced clients to spend down their deposits—a low-cost source of funding for banks. As that dries up, banks are forced to turn to their securities portfolio to raise capital but with bond prices down, the banks are selling those securities at a loss.</p><p>With the broader market losing its interest in high-growth stocks, it was expected that some of those worries would transfer to the venture capital space. And that they did. “Concern over a slow-to-recover VC environment have kept us cautious on SIVB shares and potentially remains a headwind as rates stay elevated,” said D.A. Davidson analyst Gary Tenner. He rates the stock at Neutral and lowered his target for the price to $200 from $250.</p><p>The concerns should linger. Moody’s, for instance, downgraded SVB Financial Group (SVB) and its bank subsidiary, Silicon Valley Bank, Thursday and changed the outlook of its ratings to negative from stable.</p><p>“SVB’s balance sheet restructure repositions its balance sheet toward asset sensitive, which will benefit profitability at the cost of realized losses on sales of investments. Nonetheless, Moody’s does not expect the environment will</p><p>recover enough for SVB to materially improve its profitability, funding and liquidity, which prompted today’s action,” analysts at Moody’s wrote.</p><p>The fear is that other banks will face the same troubles, which explains Thursday’s selling in the industry. Banks take deposits, which they then use to make loans or buy securities. If their deposits were to fall, as SVB’s did, they would be forced to sell assets at a loss.</p><p>Some observers contend the worries are overblown. SVB had a singular funding base, which made life difficult for it when start-up companies ran out of easy cash. The country’s largest banks, though, have more diverse funding sources, which should help insulate them from SVB’s problems, according to Wells Fargo Securities analyst Mike Mayo,</p><p>“[The] ‘SIVB moment’ is not fully indicative of the industry but affects sentiment,” Mayo wrote Thursday.</p><p>Sometimes, though, sentiment is all that matters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","GS":"高盛","WFC":"富国银行","JPM":"摩根大通","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127882764","content_text":"SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in deposits. The impact rippled through the banking sector, which many investors had assumed was largely insulated from recession worries and rising ratesSVB’s troubles came as the Silicon Valley-based lender was forced to sell securities to realign its portfolio in response to higher interest rates while it manages lower deposit levels from clients, many of which are in the venture capital arena and burning through cash.SVB stock (ticker: SIVB) fell 60% to $106.04 on Thursday. The decline, the steepest among companies in the S&P 500, was the largest percentage decrease ever. Shares kept sliding in after-hours trading, down another 22%.The selloff caused traders to take a closer look at all bank stocks—particularly their deposits—causing the KBW Nasdaq Bank Index (BKX) to fall 7.7%, its worst showing since June 11, 2020, when it fell 9%.SVB, parent of Silicon Valley Bank, enjoyed a bull run in 2021 as it lent to venture capitalist-backed start-ups in technology, life sciences and healthcare, and even Napa Valley wineries, in an era of low interest rates and easy money.It’s fallen on hard times since then. SVB’s stock has dropped more than 80% from its record high in late 2021 as interest rates have increased, boosting the cost of the deposits the bank uses to fund loans. The company in its press release on Wednesday said its latest actions were partly due to expectations for a continued higher interest-rate environment and partly because deposit levels have declined.Given the current volatile economic environment, venture-capital firms have been less willing to fund start-ups—a problem for SVB, which gets deposits from VC-backed start-ups that were earlier flush with cash. As of Feb. 28, SVB had client funds of $326 billion, a decline from $341 billion at the end of last year.“What we learned over the last 12 to 24 months is that in a fast-paced rising rate environment, customer deposit dynamics are different than what we had expected,” said Chief Financial Officer Daniel Beck in a conference call with Bank of America analysts days ahead of Wednesday’s update.The decline in deposits forced SVB to take drastic action. After Wednesday’s market close, SVB said it sold all of its $21 billion in securities classified as available for sale (AFS), a portfolio essentially comprised of U.S. Treasury and mortgage-backed securities. It said it suffered an after-tax loss of $1.8 billion, to be recorded in the first quarter of 2023, as a result. Prices of fixed-income securities such as MBS and Treasury debt fall as interest rates go up.The company plans to reinvest the proceeds from the sale into shorter-term debt to take advantage of rising rates. SVB also said it would raise $2.25 billion, including $500 million from private-equity firm General Atlantic and offering $1.25 billion of convertible preferred and common stock to investors.“The sale of substantially all of our AFS securities will enable us to increase our asset sensitivity, partially lock in funding costs, better insulate net interest income (NII) and net interest margin (NIM) from the impact of higher interest rates, and enhance profitability,” SVB said.The sale of banks’ so-called AFS securities has been a risk lurking in the market since the Federal Reserve began its efforts to lift interest rates to tamp down on inflation last year. Rising inflation has forced clients to spend down their deposits—a low-cost source of funding for banks. As that dries up, banks are forced to turn to their securities portfolio to raise capital but with bond prices down, the banks are selling those securities at a loss.With the broader market losing its interest in high-growth stocks, it was expected that some of those worries would transfer to the venture capital space. And that they did. “Concern over a slow-to-recover VC environment have kept us cautious on SIVB shares and potentially remains a headwind as rates stay elevated,” said D.A. Davidson analyst Gary Tenner. He rates the stock at Neutral and lowered his target for the price to $200 from $250.The concerns should linger. Moody’s, for instance, downgraded SVB Financial Group (SVB) and its bank subsidiary, Silicon Valley Bank, Thursday and changed the outlook of its ratings to negative from stable.“SVB’s balance sheet restructure repositions its balance sheet toward asset sensitive, which will benefit profitability at the cost of realized losses on sales of investments. Nonetheless, Moody’s does not expect the environment willrecover enough for SVB to materially improve its profitability, funding and liquidity, which prompted today’s action,” analysts at Moody’s wrote.The fear is that other banks will face the same troubles, which explains Thursday’s selling in the industry. Banks take deposits, which they then use to make loans or buy securities. If their deposits were to fall, as SVB’s did, they would be forced to sell assets at a loss.Some observers contend the worries are overblown. SVB had a singular funding base, which made life difficult for it when start-up companies ran out of easy cash. The country’s largest banks, though, have more diverse funding sources, which should help insulate them from SVB’s problems, according to Wells Fargo Securities analyst Mike Mayo,“[The] ‘SIVB moment’ is not fully indicative of the industry but affects sentiment,” Mayo wrote Thursday.Sometimes, though, sentiment is all that matters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949373449,"gmtCreate":1678404969682,"gmtModify":1678404972544,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"means what ?","listText":"means what ?","text":"means what ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949373449","repostId":"2318821039","repostType":2,"repost":{"id":"2318821039","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":1678402054,"share":"https://ttm.financial/m/news/2318821039?lang=&edition=fundamental","pubTime":"2023-03-10 06:47","market":"us","language":"en","title":"Silicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn","url":"https://stock-news.laohu8.com/highlight/detail?id=2318821039","media":"Reuters","summary":"March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the le","content":"<html><head></head><body><p>March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the lender launched a $1.75 billion share sale to shore up its balance sheet and navigate declining deposits from startups struggling for funds amid increased spending.</p><p>The shares posted their biggest loss in 25 years as the bank said venture capital funding could remain constrained in the near term, while Chief Executive Greg Becker said cash burn by clients increased in February.</p><p>Becker has been calling clients to assure them that their money with the bank is safe, according to two people familiar with the matter. Some startups have been advising their founders to pull out their money from SVB as a precautionary measure, the sources added.</p><p>A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022.</p><p>&#34;While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted,&#34; Becker said in a letter to investors.</p><p>The funding winter is a fallout of a relentless increase in borrowing costs by the Federal Reserve over the last year as well as elevated inflation.</p><p>At one point during trading on Thursday SVB&#39;s stock fell almost 63%, hitting its lowest level since August 2016, after the lender slashed its 2023 outlook and launched the share sale.</p><p>The SVB turmoil raised investors&#39; concerns about broader risks in the sector.</p><p>Shares of First Republic, a San Fransisco-based bank, sank more than 16.5% after hitting its lowest level since October 2020, becoming the second-biggest decliner in the S&amp;P 500 index. Zion Bancorp dropped more than 12% and the SPDR S&amp;P regional banking ETF slid 8% after hitting its lowest point since January 2021.</p><p>Major U.S. banks were also hit, with Wells Fargo &amp; Co down 6%, JPMorgan Chase &amp; Co down 5.4%, Bank of America Corp 6% lower and Citigroup Inc 4% lower.</p><p>Thursday&#39;s slump evaporated over $80 billion in stock market value from the 18 banks making up the S&amp;P 500 banks index, including a $22 billion drop in the value of JPMorgan.</p><p>In a separate deal, SVB said private equity firm General Atlantic will buy $500 million worth of its shares.</p><p>Meanwhile, ratings agency Moody&#39;s downgraded the bank&#39;s long-term local currency bank deposit.</p><p>Natalie Trevithick, head of investment grade credit strategy at investment adviser Payden &amp; Rygel, said the bank&#39;s bonds were not doing as poorly as the equity.</p><p>&#34;Future performance is going to be news dependent but I don&#39;t expect them to properly recover in the near term. It&#39;s not quite cheap enough for a lot of buy-the-dip people to come back in,&#34; Trevithick said.</p><p>Despite the latest concerns, analysts at brokerage firm Wedbush Securities said the bank had received significant proceeds from selling securities and raising capital.</p><p>&#34;We do not believe that SIVB is in a liquidity crisis,&#34; Wedbush analyst David Chiaverini said in a report, referring to the company&#39;s trading symbol.</p><p>California-based SVB has sold $21 billion of its securities portfolio, which would result in an after-tax loss of $1.8 billion in the first quarter.</p><p>Funds raised from the sale will be re-invested in shorter-term debt and the bank will double its term borrowing to $30 billion.</p><p>&#34;We are taking these actions because we expect continued higher interest rates, pressured public and private markets, and elevated cash burn levels from our clients,&#34; Becker said.</p><p>&#34;When we see a return to balance between venture investment and cash burn – we will be well positioned to accelerate growth and profitability,&#34; he said, noting SVB is &#34;well capitalized&#34;.</p><p>The bank also forecast a &#34;mid-thirties&#34; percentage decline in net interest income this year, larger than the &#34;high teens&#34; drop it forecast seven weeks earlier.</p><p>Bank stocks remained under pressure from &#34;risk-off sentiment&#34; and questions about systemic risks to the industry, said John Luke Tyner, a fixed income analyst at Aptus Capital Advisors in Fairhope, Alabama.</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>Silicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn</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\">\nSilicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn\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\">2023-03-10 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the lender launched a $1.75 billion share sale to shore up its balance sheet and navigate declining deposits from startups struggling for funds amid increased spending.</p><p>The shares posted their biggest loss in 25 years as the bank said venture capital funding could remain constrained in the near term, while Chief Executive Greg Becker said cash burn by clients increased in February.</p><p>Becker has been calling clients to assure them that their money with the bank is safe, according to two people familiar with the matter. Some startups have been advising their founders to pull out their money from SVB as a precautionary measure, the sources added.</p><p>A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022.</p><p>&#34;While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted,&#34; Becker said in a letter to investors.</p><p>The funding winter is a fallout of a relentless increase in borrowing costs by the Federal Reserve over the last year as well as elevated inflation.</p><p>At one point during trading on Thursday SVB&#39;s stock fell almost 63%, hitting its lowest level since August 2016, after the lender slashed its 2023 outlook and launched the share sale.</p><p>The SVB turmoil raised investors&#39; concerns about broader risks in the sector.</p><p>Shares of First Republic, a San Fransisco-based bank, sank more than 16.5% after hitting its lowest level since October 2020, becoming the second-biggest decliner in the S&amp;P 500 index. Zion Bancorp dropped more than 12% and the SPDR S&amp;P regional banking ETF slid 8% after hitting its lowest point since January 2021.</p><p>Major U.S. banks were also hit, with Wells Fargo &amp; Co down 6%, JPMorgan Chase &amp; Co down 5.4%, Bank of America Corp 6% lower and Citigroup Inc 4% lower.</p><p>Thursday&#39;s slump evaporated over $80 billion in stock market value from the 18 banks making up the S&amp;P 500 banks index, including a $22 billion drop in the value of JPMorgan.</p><p>In a separate deal, SVB said private equity firm General Atlantic will buy $500 million worth of its shares.</p><p>Meanwhile, ratings agency Moody&#39;s downgraded the bank&#39;s long-term local currency bank deposit.</p><p>Natalie Trevithick, head of investment grade credit strategy at investment adviser Payden &amp; Rygel, said the bank&#39;s bonds were not doing as poorly as the equity.</p><p>&#34;Future performance is going to be news dependent but I don&#39;t expect them to properly recover in the near term. It&#39;s not quite cheap enough for a lot of buy-the-dip people to come back in,&#34; Trevithick said.</p><p>Despite the latest concerns, analysts at brokerage firm Wedbush Securities said the bank had received significant proceeds from selling securities and raising capital.</p><p>&#34;We do not believe that SIVB is in a liquidity crisis,&#34; Wedbush analyst David Chiaverini said in a report, referring to the company&#39;s trading symbol.</p><p>California-based SVB has sold $21 billion of its securities portfolio, which would result in an after-tax loss of $1.8 billion in the first quarter.</p><p>Funds raised from the sale will be re-invested in shorter-term debt and the bank will double its term borrowing to $30 billion.</p><p>&#34;We are taking these actions because we expect continued higher interest rates, pressured public and private markets, and elevated cash burn levels from our clients,&#34; Becker said.</p><p>&#34;When we see a return to balance between venture investment and cash burn – we will be well positioned to accelerate growth and profitability,&#34; he said, noting SVB is &#34;well capitalized&#34;.</p><p>The bank also forecast a &#34;mid-thirties&#34; percentage decline in net interest income this year, larger than the &#34;high teens&#34; drop it forecast seven weeks earlier.</p><p>Bank stocks remained under pressure from &#34;risk-off sentiment&#34; and questions about systemic risks to the industry, said John Luke Tyner, a fixed income analyst at Aptus Capital Advisors in Fairhope, Alabama.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318821039","content_text":"March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the lender launched a $1.75 billion share sale to shore up its balance sheet and navigate declining deposits from startups struggling for funds amid increased spending.The shares posted their biggest loss in 25 years as the bank said venture capital funding could remain constrained in the near term, while Chief Executive Greg Becker said cash burn by clients increased in February.Becker has been calling clients to assure them that their money with the bank is safe, according to two people familiar with the matter. Some startups have been advising their founders to pull out their money from SVB as a precautionary measure, the sources added.A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022.\"While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted,\" Becker said in a letter to investors.The funding winter is a fallout of a relentless increase in borrowing costs by the Federal Reserve over the last year as well as elevated inflation.At one point during trading on Thursday SVB's stock fell almost 63%, hitting its lowest level since August 2016, after the lender slashed its 2023 outlook and launched the share sale.The SVB turmoil raised investors' concerns about broader risks in the sector.Shares of First Republic, a San Fransisco-based bank, sank more than 16.5% after hitting its lowest level since October 2020, becoming the second-biggest decliner in the S&P 500 index. Zion Bancorp dropped more than 12% and the SPDR S&P regional banking ETF slid 8% after hitting its lowest point since January 2021.Major U.S. banks were also hit, with Wells Fargo & Co down 6%, JPMorgan Chase & Co down 5.4%, Bank of America Corp 6% lower and Citigroup Inc 4% lower.Thursday's slump evaporated over $80 billion in stock market value from the 18 banks making up the S&P 500 banks index, including a $22 billion drop in the value of JPMorgan.In a separate deal, SVB said private equity firm General Atlantic will buy $500 million worth of its shares.Meanwhile, ratings agency Moody's downgraded the bank's long-term local currency bank deposit.Natalie Trevithick, head of investment grade credit strategy at investment adviser Payden & Rygel, said the bank's bonds were not doing as poorly as the equity.\"Future performance is going to be news dependent but I don't expect them to properly recover in the near term. It's not quite cheap enough for a lot of buy-the-dip people to come back in,\" Trevithick said.Despite the latest concerns, analysts at brokerage firm Wedbush Securities said the bank had received significant proceeds from selling securities and raising capital.\"We do not believe that SIVB is in a liquidity crisis,\" Wedbush analyst David Chiaverini said in a report, referring to the company's trading symbol.California-based SVB has sold $21 billion of its securities portfolio, which would result in an after-tax loss of $1.8 billion in the first quarter.Funds raised from the sale will be re-invested in shorter-term debt and the bank will double its term borrowing to $30 billion.\"We are taking these actions because we expect continued higher interest rates, pressured public and private markets, and elevated cash burn levels from our clients,\" Becker said.\"When we see a return to balance between venture investment and cash burn – we will be well positioned to accelerate growth and profitability,\" he said, noting SVB is \"well capitalized\".The bank also forecast a \"mid-thirties\" percentage decline in net interest income this year, larger than the \"high teens\" drop it forecast seven weeks earlier.Bank stocks remained under pressure from \"risk-off sentiment\" and questions about systemic risks to the industry, said John Luke Tyner, a fixed income analyst at Aptus Capital Advisors in Fairhope, Alabama.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969913505,"gmtCreate":1668313696507,"gmtModify":1676538040517,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Whehejsjslsksjej","listText":"Whehejsjslsksjej","text":"Whehejsjslsksjej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969913505","repostId":"9960294240","repostType":1,"repost":{"id":9960294240,"gmtCreate":1668163951381,"gmtModify":1676538023230,"author":{"id":"4115188532413322","authorId":"4115188532413322","name":"Tiger_Wealth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115188532413322","authorIdStr":"4115188532413322"},"themes":[],"title":"Follow the November Fed meeting playbook","htmlText":"Beware of a potential risk-off move As I rightly anticipated, US October CPI came in below market expectations. October US CPI rose 7.7%, below estimates of 8.0%. Core CPI advanced 0.3% for the month, below estimates of 0.5%. On an annual basis, core CPI increased 6.3%, below expectations of 6.5%. The soft inflation figures sparked a strong rally in risk assets. The Nasdaq 100 Index had its best day since April 2020 with a jump of 7.5%. Treasury yields plunged with the 10-year yield declining 0.3% to 3.82%, below the critical 4% level. Here are my insights: The Good, Bad and the Ugly of October CPI Follow the November Fed meeting playbook The Good, Bad and the Ugly of October CPI The Good&nbsp; Not only did both CPI and core CPI came in below expectations, but the October CPI is even belo","listText":"Beware of a potential risk-off move As I rightly anticipated, US October CPI came in below market expectations. October US CPI rose 7.7%, below estimates of 8.0%. Core CPI advanced 0.3% for the month, below estimates of 0.5%. On an annual basis, core CPI increased 6.3%, below expectations of 6.5%. The soft inflation figures sparked a strong rally in risk assets. The Nasdaq 100 Index had its best day since April 2020 with a jump of 7.5%. Treasury yields plunged with the 10-year yield declining 0.3% to 3.82%, below the critical 4% level. Here are my insights: The Good, Bad and the Ugly of October CPI Follow the November Fed meeting playbook The Good, Bad and the Ugly of October CPI The Good&nbsp; Not only did both CPI and core CPI came in below expectations, but the October CPI is even belo","text":"Beware of a potential risk-off move As I rightly anticipated, US October CPI came in below market expectations. October US CPI rose 7.7%, below estimates of 8.0%. Core CPI advanced 0.3% for the month, below estimates of 0.5%. On an annual basis, core CPI increased 6.3%, below expectations of 6.5%. The soft inflation figures sparked a strong rally in risk assets. The Nasdaq 100 Index had its best day since April 2020 with a jump of 7.5%. Treasury yields plunged with the 10-year yield declining 0.3% to 3.82%, below the critical 4% level. Here are my insights: The Good, Bad and the Ugly of October CPI Follow the November Fed meeting playbook The Good, Bad and the Ugly of October CPI The Good Not only did both CPI and core CPI came in below expectations, but the October CPI is even belo","images":[{"img":"https://community-static.tradeup.com/news/967935d9266dccd7fb7f86bec63d8da5","width":"632","height":"354"},{"img":"https://community-static.tradeup.com/news/62f9f82fc011d1d31bd49112ec9e31ed","width":"632","height":"351"},{"img":"https://community-static.tradeup.com/news/a731c1b116e9fa00606cb9b984daf536","width":"632","height":"345"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960294240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969935189,"gmtCreate":1668312557542,"gmtModify":1676538040371,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969935189","repostId":"1190456060","repostType":2,"repost":{"id":"1190456060","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Bear Market Rally Or A Major Bottom?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987785306,"gmtCreate":1667997110806,"gmtModify":1676537996124,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Rated \"F\"&nbsp;","listText":"Rated \"F\"&nbsp;","text":"Rated \"F\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987785306","repostId":"1179891427","repostType":2,"repost":{"id":"1179891427","pubTimestamp":1667995958,"share":"https://ttm.financial/m/news/1179891427?lang=&edition=fundamental","pubTime":"2022-11-09 20:12","market":"us","language":"en","title":"Buy the META Stock Dip? Not So Fast!","url":"https://stock-news.laohu8.com/highlight/detail?id=1179891427","media":"InvestorPlace","summary":"Falling to new lows after its latest earnings report, value investors are again trying to call a bot","content":"<html><head></head><body><ul><li>Falling to new lows after its latest earnings report, value investors are again trying to call a bottom in <b>Meta Platforms</b>(<b>META</b>) stock.</li><li>But even as the Facebook parent appears cheap based on recent earnings, current plans to ramp up metaverse expenditures mean great uncertainty when it comes to future results.</li><li>Unless one important change happens, shares will likely continue to flounder, underperforming even other headwind-facing big tech stocks.</li></ul><p>Tumbling yet again after a poorly-received earnings report, value investors are again arguing that <b>Meta Platforms</b>(NASDAQ: <b>META</b>) is severely undervalued, and a screaming buy at current prices. Sure, on the surface, META stock appears dirt cheap.</p><p>After falling nearly 72.5% over the past year, shares in the tech giant, parent company of popular social media platforms like Facebook, Instagram and WhatsApp, trade for only 9.2 times earnings. That’s an extremely low valuation for a tech stock, and a multiple far lower than that of the S&amp;P 500, which has a price-to-earnings (or P/E) ratio of19.8.</p><p>But before you follow the value crowd’s lead and snap up META hand-over-fist, keep in mind that there’s a good reason why Wall Street has devalued the stock to such a severe degree.</p><p>Barring a major change, it’s best to stay on the sidelines.</p><p><b>Why META Stock Trades so Low</b></p><p>Meta Platforms is not the only big tech stock to sustain high losses over the past twelve months. Macro factors have knocked mega-cap tech stocks substantially lower since November 2021.</p><p>However, compared to peers, META stock has experienced the most severe drop in price. Like similar names, shares have been affected by spiking interest rates. Higher interest rates have resulted in material multiple compression among mega-cap tech stocks. The stock has also been affected by growing recession fears.</p><p>The recent economic slowdown has already had an impact on Meta’s advertising-dependent revenue model. Last quarter, revenue fell4%year-over-year. The softening of digital ad demand could get even worse if there’s a recession in 2023. However, alongside these challenges, there’s another massive uncertainty with this stock in play.</p><p>That would be CEO Mark Zuckerberg’s willingness to “bet the ranch” on the metaverse. Besides changing the corporate name from Facebook Inc. to Meta Platforms, Zuckerberg continues to ramp up the company’s metaverse-related growth expenditures.</p><p>This has played a big role in Meta’s nearly 50% earnings decline last quarter. An additional increase in metaverse spending stands to remain a drag on both operating and stock price performance.</p><p><b>What Could (Potentially) Change the Story</b></p><p>With more of the details in mind, you can’t deny META stock is cheap for a reason. Assuming the company’s metaverse spending trends continue, to say this stock is trading for only a single-digit earnings multiple is a misleading statement.</p><p>Over the next few quarters, the economic downturn may continue to affect Meta’s top-line. Coupled with rising operating costs from the metaverse wager, there’s a good chance earnings per share (or EPS) will drop in 2023. At least, that’s the view of sell-side analysts.</p><p>The average forecast for Meta’s 2023 EPS is currently$7.72. The lowest estimate calls for EPS of $4.96, which perhaps suggests META stock trades for fair value at present.</p><p>Having said all of this, there’s one thing that could happen, which would remove much of Meta Platforms’ high uncertainty, and make it a more worthy investment opportunity: Zuckerberg changing his tune regarding the metaverse wager.</p><p>Of course, the Meta CEO holds majority voting control of Meta. Zuckerberg isn’t at risk of being forced out by, say, an activist investor. It’s speculative to assume that he will cave into shareholder demands to implement cost and capital spending reductions greater than those currently planned.</p><p><b>The Verdict on META Stock</b></p><p>As I’ve argued previously,if you’re bullish on the metaverse trend, there may be merit in entering a small, speculative position in Meta Platforms. If you are considering it as a value play, however, you may want to think otherwise.</p><p>Don’t let META’s current low P/E multiple fool you. Earnings are extremely likely to drop in the coming year. Shares aren’t as cheap as they seem at first glance. In fact, they could get cheaper.</p><p>It all depends on how the above-mentioned factors (economic changes, the company’s metaverse spending), as well as other factors like competition from rival platforms like <b>TikTok</b>, play out from here.</p><p>Unless Zuckerberg begins scaling back the company’s metaverse plans, shares will likely continue to flounder. Instead of falling for this likely value trap, skip out on META stock instead.</p><p>META stock earns an “F” rating in <i>Portfolio Grader</i>.</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>Buy the META Stock Dip? Not So Fast!</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\">\nBuy the META Stock Dip? Not So Fast!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 20:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/meta-stock-buy-the-dip-not-so-fast/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Falling to new lows after its latest earnings report, value investors are again trying to call a bottom in Meta Platforms(META) stock.But even as the Facebook parent appears cheap based on recent ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/meta-stock-buy-the-dip-not-so-fast/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://investorplace.com/market360/2022/11/meta-stock-buy-the-dip-not-so-fast/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179891427","content_text":"Falling to new lows after its latest earnings report, value investors are again trying to call a bottom in Meta Platforms(META) stock.But even as the Facebook parent appears cheap based on recent earnings, current plans to ramp up metaverse expenditures mean great uncertainty when it comes to future results.Unless one important change happens, shares will likely continue to flounder, underperforming even other headwind-facing big tech stocks.Tumbling yet again after a poorly-received earnings report, value investors are again arguing that Meta Platforms(NASDAQ: META) is severely undervalued, and a screaming buy at current prices. Sure, on the surface, META stock appears dirt cheap.After falling nearly 72.5% over the past year, shares in the tech giant, parent company of popular social media platforms like Facebook, Instagram and WhatsApp, trade for only 9.2 times earnings. That’s an extremely low valuation for a tech stock, and a multiple far lower than that of the S&P 500, which has a price-to-earnings (or P/E) ratio of19.8.But before you follow the value crowd’s lead and snap up META hand-over-fist, keep in mind that there’s a good reason why Wall Street has devalued the stock to such a severe degree.Barring a major change, it’s best to stay on the sidelines.Why META Stock Trades so LowMeta Platforms is not the only big tech stock to sustain high losses over the past twelve months. Macro factors have knocked mega-cap tech stocks substantially lower since November 2021.However, compared to peers, META stock has experienced the most severe drop in price. Like similar names, shares have been affected by spiking interest rates. Higher interest rates have resulted in material multiple compression among mega-cap tech stocks. The stock has also been affected by growing recession fears.The recent economic slowdown has already had an impact on Meta’s advertising-dependent revenue model. Last quarter, revenue fell4%year-over-year. The softening of digital ad demand could get even worse if there’s a recession in 2023. However, alongside these challenges, there’s another massive uncertainty with this stock in play.That would be CEO Mark Zuckerberg’s willingness to “bet the ranch” on the metaverse. Besides changing the corporate name from Facebook Inc. to Meta Platforms, Zuckerberg continues to ramp up the company’s metaverse-related growth expenditures.This has played a big role in Meta’s nearly 50% earnings decline last quarter. An additional increase in metaverse spending stands to remain a drag on both operating and stock price performance.What Could (Potentially) Change the StoryWith more of the details in mind, you can’t deny META stock is cheap for a reason. Assuming the company’s metaverse spending trends continue, to say this stock is trading for only a single-digit earnings multiple is a misleading statement.Over the next few quarters, the economic downturn may continue to affect Meta’s top-line. Coupled with rising operating costs from the metaverse wager, there’s a good chance earnings per share (or EPS) will drop in 2023. At least, that’s the view of sell-side analysts.The average forecast for Meta’s 2023 EPS is currently$7.72. The lowest estimate calls for EPS of $4.96, which perhaps suggests META stock trades for fair value at present.Having said all of this, there’s one thing that could happen, which would remove much of Meta Platforms’ high uncertainty, and make it a more worthy investment opportunity: Zuckerberg changing his tune regarding the metaverse wager.Of course, the Meta CEO holds majority voting control of Meta. Zuckerberg isn’t at risk of being forced out by, say, an activist investor. It’s speculative to assume that he will cave into shareholder demands to implement cost and capital spending reductions greater than those currently planned.The Verdict on META StockAs I’ve argued previously,if you’re bullish on the metaverse trend, there may be merit in entering a small, speculative position in Meta Platforms. If you are considering it as a value play, however, you may want to think otherwise.Don’t let META’s current low P/E multiple fool you. Earnings are extremely likely to drop in the coming year. Shares aren’t as cheap as they seem at first glance. In fact, they could get cheaper.It all depends on how the above-mentioned factors (economic changes, the company’s metaverse spending), as well as other factors like competition from rival platforms like TikTok, play out from here.Unless Zuckerberg begins scaling back the company’s metaverse plans, shares will likely continue to flounder. Instead of falling for this likely value trap, skip out on META stock instead.META stock earns an “F” rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987350875,"gmtCreate":1667829691297,"gmtModify":1676537970621,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Clothing&nbsp;","listText":"Clothing&nbsp;","text":"Clothing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987350875","repostId":"2281761710","repostType":2,"repost":{"id":"2281761710","pubTimestamp":1667739617,"share":"https://ttm.financial/m/news/2281761710?lang=&edition=fundamental","pubTime":"2022-11-06 21:00","market":"sg","language":"en","title":"Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”","url":"https://stock-news.laohu8.com/highlight/detail?id=2281761710","media":"WSJ:","summary":"Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori under","content":"<div>\n<p>Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”</p>\n\n<a href=\"https://t.co/D0ZI7jpaB4\">Web Link</a>\n\n</div>\n","source":"redbox_twitter","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>Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”</title>\n<style 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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\">\nMany people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-06 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://t.co/D0ZI7jpaB4><strong>WSJ:</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”</p>\n\n<a href=\"https://t.co/D0ZI7jpaB4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","BK4202":"服装、服饰与奢侈品","BK4504":"桥水持仓"},"source_url":"https://t.co/D0ZI7jpaB4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281761710","content_text":"Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984279011,"gmtCreate":1667666682433,"gmtModify":1676537949969,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Summary&nbsp;","listText":"Summary&nbsp;","text":"Summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984279011","repostId":"1163997587","repostType":2,"repost":{"id":"1163997587","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":1667573532,"share":"https://ttm.financial/m/news/1163997587?lang=&edition=fundamental","pubTime":"2022-11-04 22:52","market":"us","language":"en","title":"Top Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1163997587","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Bank of America reiterates Roblox as buyBank of Ameri","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h3>Bank of America reiterates Roblox as buy</h3><p>Bank of America said it’s standing by shares of the stock heading into earnings next week.</p><blockquote>“Moreover, RBLX January investor letter indicated that exit growth rates in ’22 would be good indicators of 2023 growth, suggesting lower volatility in buyside expectations soon.”</blockquote><h3>JPMorgan downgrades Funko to neutral from overweight</h3><p>JPMorgan downgraded the pop culture toy company, noting it sees too much uncertainty.</p><blockquote>“FNKO reported a disappointing 3Q with EPS of $0.28, well below the Street’s $0.52, with upside to sales more than offset by a gross margin miss and higher SG&amp;A.”</blockquote><h3>JPMorgan downgrades GoPro to neutral from overweight</h3><p>JPMorgan said it’s concerned about a “tough macro backdrop.”</p><blockquote>“GoPro posted 3Q22 results slightly ahead of expectations though 4Q guide missed materially, driven by FX, and reduction in inventories at big box retailers.”</blockquote><h3>HSBC upgrades Altice USA to buy from hold</h3><p>HSBC upgraded the cable company mainly on valuation.</p><blockquote>“ATUS faces strong competition from other fibre telcos and fixed wireless access (FWA) substitution.”</blockquote><h3>Piper Sandler downgrades Atlassian to neutral from overweight</h3><p>Piper said it sees a slowdown in subscription billings for the software developer.</p><blockquote>“Atlassianis choosing to invest behind the business still, which is taking margins and cash flow estimates lower again. While this is good for the long-term of the benefit, near-to-medium-term, it presents challenges for investors.”</blockquote><h3>Piper Sandler upgrades Arista Networks to overweight from neutral</h3><p>Piper said it’s getting more constructive on the networking company after its analyst day and earnings report.</p><blockquote>“While there have been positive ‘breadcrumbs’ along the way, and we’re admittedly slightly late, following the event, we are more confident inArista’svisibility and sustainable growth trajectory and are upgrading to Overweight from Neutral and increasing PT to $164.”</blockquote><h3>UBS downgrades Teva to sell from neutral</h3><p>UBS said it’s concerned about lingering litigation for the pharmaceutical company.</p><blockquote>“We downgradeTEVAstock to Sell as we expect significant downside to near-term consensus estimates and expect a phase of uncertainty as the company experiences a transition in leadership, while litigation risk persists.”</blockquote><h3>Wells Fargo reiterates Home Depot and Lowe’s as overweight</h3><p>Wells said it sees an attractive risk/reward outlook heading into the home improvement retailer’s earnings.</p><blockquote>“HD/LOW’sQ3 results are around the corner &amp; we see intriguing LT risk-reward, as: 1)housing market sentiment is toxic, and shares are priced for downward revisions that we don’t expect to materialize; and 2) Q3 earnings season (thus far) is rewarding quality prints that show resilience despite well expected FY23 pressures.”</blockquote><h3>BTIG initiates WeWork as buy</h3><p>BTIG said it sees “opportunity” as corporation work to figure out their long-term real estate strategies.</p><blockquote>“We are incrementally more convicted that this uncertainty could persist for years, not quarters, and that employers will continue to prioritize flexibility as they seek to determine when, where, and how their employees will utilize office space going forward.”</blockquote><h3>Cowen downgrades Twilio to market perform from outperform</h3><p>Cowen said in its downgrade of the communication tools company that it sees deteriorating macro trends.</p><blockquote>“TWLOis feeling acute pressure from a worsening macro, causing a significant cut to the growth outlook.”</blockquote><h3>Goldman Sachs upgrades Restaurant Brands to neutral from sell</h3><p>Goldman upgraded the owner of Burger King and said it sees “improving trends.”</p><blockquote>“We are upgrading shares ofQSRto Neutral (from Sell) as we see improving trends in the Tim Horton’s Canada business supported by both re-opening trends and strategic initiatives that seem to be driving momentum ahead of the macro, and are encouraged by the SSS momentum in the BK/PLK international businesses.”</blockquote><h3>Bank of America reiterates Krispy Kreme as buy</h3><p>Bank of America said “brand health is strong but FX, UK, promos weigh,” heading intoKrispy Kremeearnings Nov. 15.</p><blockquote>“We expect FX headwinds at the high end of guidance ($10-12mm impact for the year), exacerbated by lower sales growth in the UK as record heat waves, and inflation dampen demand.”</blockquote><h3>Wells Fargo reiterates Bank of America as a top pick</h3><p>Wells said it has greater conviction in shares of Bank of America after a meeting with company executives.</p><blockquote>“To us,BACis hitting the sweet spot for its positioning over the past 1, 5, and 10 years. Buy.”</blockquote><h3>Morgan Stanley reiterates Walmart as overweight</h3><p>Morgan Stanley said it likes Walmart’s defensive positioning.</p><blockquote>“We prefer defensive positioned retailersWMT,DG &amp; AZO, and service-oriented DRVN. While valuations of the more cyclical names in our sector are optically attractive, we think ’23 EPS estimates are too high for many of them.”</blockquote><h3>Argus names Boeing a deep value idea</h3><p>Argus said cash flow atBoeingis improving.</p><blockquote>“The shares remain more than 60% below their all-time high as the company weathers the coronavirus crisis and its own internal problems.”</blockquote><h3>Cowen reiterates Coinbase as outperform</h3><p>Cowen said it’s standing by shares of Coinbase after its earnings report on Thursday, noting that “liquidity and expense management remain solid.”</p><blockquote>“Positive catalysts remain amid trading doldrums, including U.S. derivatives launch, regulatory clarity, and growing S&amp;S revenues that hold less direct correlation to crypto prices/volatility.”</blockquote><h3>Citi upgrades Penumbra to buy from hold</h3><p>Citi said investors should buy the dip in the medical device company.</p><blockquote>“PEN’s3Q22 results were marginally better than expectations, with revenue of $213.7M surpassing consensus’s $212.3M, and expense management delivering an operating profit of $7.8M versus $1.5M.”</blockquote><h3>Jefferies reiterates Topgolf Callaway Brands as buy</h3><p>Jefferies said it sees 200% upside in shares of the golf company.</p><blockquote>“MODGis a beat &amp; raise and record results story on repeat. Mgmt has proven itself and this is a compelling ecosystem with balanced growth, strong and rising margins, and an accelerating cash flow.”</blockquote></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>Top Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-04 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h3>Bank of America reiterates Roblox as buy</h3><p>Bank of America said it’s standing by shares of the stock heading into earnings next week.</p><blockquote>“Moreover, RBLX January investor letter indicated that exit growth rates in ’22 would be good indicators of 2023 growth, suggesting lower volatility in buyside expectations soon.”</blockquote><h3>JPMorgan downgrades Funko to neutral from overweight</h3><p>JPMorgan downgraded the pop culture toy company, noting it sees too much uncertainty.</p><blockquote>“FNKO reported a disappointing 3Q with EPS of $0.28, well below the Street’s $0.52, with upside to sales more than offset by a gross margin miss and higher SG&amp;A.”</blockquote><h3>JPMorgan downgrades GoPro to neutral from overweight</h3><p>JPMorgan said it’s concerned about a “tough macro backdrop.”</p><blockquote>“GoPro posted 3Q22 results slightly ahead of expectations though 4Q guide missed materially, driven by FX, and reduction in inventories at big box retailers.”</blockquote><h3>HSBC upgrades Altice USA to buy from hold</h3><p>HSBC upgraded the cable company mainly on valuation.</p><blockquote>“ATUS faces strong competition from other fibre telcos and fixed wireless access (FWA) substitution.”</blockquote><h3>Piper Sandler downgrades Atlassian to neutral from overweight</h3><p>Piper said it sees a slowdown in subscription billings for the software developer.</p><blockquote>“Atlassianis choosing to invest behind the business still, which is taking margins and cash flow estimates lower again. While this is good for the long-term of the benefit, near-to-medium-term, it presents challenges for investors.”</blockquote><h3>Piper Sandler upgrades Arista Networks to overweight from neutral</h3><p>Piper said it’s getting more constructive on the networking company after its analyst day and earnings report.</p><blockquote>“While there have been positive ‘breadcrumbs’ along the way, and we’re admittedly slightly late, following the event, we are more confident inArista’svisibility and sustainable growth trajectory and are upgrading to Overweight from Neutral and increasing PT to $164.”</blockquote><h3>UBS downgrades Teva to sell from neutral</h3><p>UBS said it’s concerned about lingering litigation for the pharmaceutical company.</p><blockquote>“We downgradeTEVAstock to Sell as we expect significant downside to near-term consensus estimates and expect a phase of uncertainty as the company experiences a transition in leadership, while litigation risk persists.”</blockquote><h3>Wells Fargo reiterates Home Depot and Lowe’s as overweight</h3><p>Wells said it sees an attractive risk/reward outlook heading into the home improvement retailer’s earnings.</p><blockquote>“HD/LOW’sQ3 results are around the corner &amp; we see intriguing LT risk-reward, as: 1)housing market sentiment is toxic, and shares are priced for downward revisions that we don’t expect to materialize; and 2) Q3 earnings season (thus far) is rewarding quality prints that show resilience despite well expected FY23 pressures.”</blockquote><h3>BTIG initiates WeWork as buy</h3><p>BTIG said it sees “opportunity” as corporation work to figure out their long-term real estate strategies.</p><blockquote>“We are incrementally more convicted that this uncertainty could persist for years, not quarters, and that employers will continue to prioritize flexibility as they seek to determine when, where, and how their employees will utilize office space going forward.”</blockquote><h3>Cowen downgrades Twilio to market perform from outperform</h3><p>Cowen said in its downgrade of the communication tools company that it sees deteriorating macro trends.</p><blockquote>“TWLOis feeling acute pressure from a worsening macro, causing a significant cut to the growth outlook.”</blockquote><h3>Goldman Sachs upgrades Restaurant Brands to neutral from sell</h3><p>Goldman upgraded the owner of Burger King and said it sees “improving trends.”</p><blockquote>“We are upgrading shares ofQSRto Neutral (from Sell) as we see improving trends in the Tim Horton’s Canada business supported by both re-opening trends and strategic initiatives that seem to be driving momentum ahead of the macro, and are encouraged by the SSS momentum in the BK/PLK international businesses.”</blockquote><h3>Bank of America reiterates Krispy Kreme as buy</h3><p>Bank of America said “brand health is strong but FX, UK, promos weigh,” heading intoKrispy Kremeearnings Nov. 15.</p><blockquote>“We expect FX headwinds at the high end of guidance ($10-12mm impact for the year), exacerbated by lower sales growth in the UK as record heat waves, and inflation dampen demand.”</blockquote><h3>Wells Fargo reiterates Bank of America as a top pick</h3><p>Wells said it has greater conviction in shares of Bank of America after a meeting with company executives.</p><blockquote>“To us,BACis hitting the sweet spot for its positioning over the past 1, 5, and 10 years. Buy.”</blockquote><h3>Morgan Stanley reiterates Walmart as overweight</h3><p>Morgan Stanley said it likes Walmart’s defensive positioning.</p><blockquote>“We prefer defensive positioned retailersWMT,DG &amp; AZO, and service-oriented DRVN. While valuations of the more cyclical names in our sector are optically attractive, we think ’23 EPS estimates are too high for many of them.”</blockquote><h3>Argus names Boeing a deep value idea</h3><p>Argus said cash flow atBoeingis improving.</p><blockquote>“The shares remain more than 60% below their all-time high as the company weathers the coronavirus crisis and its own internal problems.”</blockquote><h3>Cowen reiterates Coinbase as outperform</h3><p>Cowen said it’s standing by shares of Coinbase after its earnings report on Thursday, noting that “liquidity and expense management remain solid.”</p><blockquote>“Positive catalysts remain amid trading doldrums, including U.S. derivatives launch, regulatory clarity, and growing S&amp;S revenues that hold less direct correlation to crypto prices/volatility.”</blockquote><h3>Citi upgrades Penumbra to buy from hold</h3><p>Citi said investors should buy the dip in the medical device company.</p><blockquote>“PEN’s3Q22 results were marginally better than expectations, with revenue of $213.7M surpassing consensus’s $212.3M, and expense management delivering an operating profit of $7.8M versus $1.5M.”</blockquote><h3>Jefferies reiterates Topgolf Callaway Brands as buy</h3><p>Jefferies said it sees 200% upside in shares of the golf company.</p><blockquote>“MODGis a beat &amp; raise and record results story on repeat. Mgmt has proven itself and this is a compelling ecosystem with balanced growth, strong and rising margins, and an accelerating cash flow.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","COIN":"Coinbase Global, Inc.","BA":"波音","RBLX":"Roblox Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163997587","content_text":"Here are Friday’s biggest calls on Wall Street:Bank of America reiterates Roblox as buyBank of America said it’s standing by shares of the stock heading into earnings next week.“Moreover, RBLX January investor letter indicated that exit growth rates in ’22 would be good indicators of 2023 growth, suggesting lower volatility in buyside expectations soon.”JPMorgan downgrades Funko to neutral from overweightJPMorgan downgraded the pop culture toy company, noting it sees too much uncertainty.“FNKO reported a disappointing 3Q with EPS of $0.28, well below the Street’s $0.52, with upside to sales more than offset by a gross margin miss and higher SG&A.”JPMorgan downgrades GoPro to neutral from overweightJPMorgan said it’s concerned about a “tough macro backdrop.”“GoPro posted 3Q22 results slightly ahead of expectations though 4Q guide missed materially, driven by FX, and reduction in inventories at big box retailers.”HSBC upgrades Altice USA to buy from holdHSBC upgraded the cable company mainly on valuation.“ATUS faces strong competition from other fibre telcos and fixed wireless access (FWA) substitution.”Piper Sandler downgrades Atlassian to neutral from overweightPiper said it sees a slowdown in subscription billings for the software developer.“Atlassianis choosing to invest behind the business still, which is taking margins and cash flow estimates lower again. While this is good for the long-term of the benefit, near-to-medium-term, it presents challenges for investors.”Piper Sandler upgrades Arista Networks to overweight from neutralPiper said it’s getting more constructive on the networking company after its analyst day and earnings report.“While there have been positive ‘breadcrumbs’ along the way, and we’re admittedly slightly late, following the event, we are more confident inArista’svisibility and sustainable growth trajectory and are upgrading to Overweight from Neutral and increasing PT to $164.”UBS downgrades Teva to sell from neutralUBS said it’s concerned about lingering litigation for the pharmaceutical company.“We downgradeTEVAstock to Sell as we expect significant downside to near-term consensus estimates and expect a phase of uncertainty as the company experiences a transition in leadership, while litigation risk persists.”Wells Fargo reiterates Home Depot and Lowe’s as overweightWells said it sees an attractive risk/reward outlook heading into the home improvement retailer’s earnings.“HD/LOW’sQ3 results are around the corner & we see intriguing LT risk-reward, as: 1)housing market sentiment is toxic, and shares are priced for downward revisions that we don’t expect to materialize; and 2) Q3 earnings season (thus far) is rewarding quality prints that show resilience despite well expected FY23 pressures.”BTIG initiates WeWork as buyBTIG said it sees “opportunity” as corporation work to figure out their long-term real estate strategies.“We are incrementally more convicted that this uncertainty could persist for years, not quarters, and that employers will continue to prioritize flexibility as they seek to determine when, where, and how their employees will utilize office space going forward.”Cowen downgrades Twilio to market perform from outperformCowen said in its downgrade of the communication tools company that it sees deteriorating macro trends.“TWLOis feeling acute pressure from a worsening macro, causing a significant cut to the growth outlook.”Goldman Sachs upgrades Restaurant Brands to neutral from sellGoldman upgraded the owner of Burger King and said it sees “improving trends.”“We are upgrading shares ofQSRto Neutral (from Sell) as we see improving trends in the Tim Horton’s Canada business supported by both re-opening trends and strategic initiatives that seem to be driving momentum ahead of the macro, and are encouraged by the SSS momentum in the BK/PLK international businesses.”Bank of America reiterates Krispy Kreme as buyBank of America said “brand health is strong but FX, UK, promos weigh,” heading intoKrispy Kremeearnings Nov. 15.“We expect FX headwinds at the high end of guidance ($10-12mm impact for the year), exacerbated by lower sales growth in the UK as record heat waves, and inflation dampen demand.”Wells Fargo reiterates Bank of America as a top pickWells said it has greater conviction in shares of Bank of America after a meeting with company executives.“To us,BACis hitting the sweet spot for its positioning over the past 1, 5, and 10 years. Buy.”Morgan Stanley reiterates Walmart as overweightMorgan Stanley said it likes Walmart’s defensive positioning.“We prefer defensive positioned retailersWMT,DG & AZO, and service-oriented DRVN. While valuations of the more cyclical names in our sector are optically attractive, we think ’23 EPS estimates are too high for many of them.”Argus names Boeing a deep value ideaArgus said cash flow atBoeingis improving.“The shares remain more than 60% below their all-time high as the company weathers the coronavirus crisis and its own internal problems.”Cowen reiterates Coinbase as outperformCowen said it’s standing by shares of Coinbase after its earnings report on Thursday, noting that “liquidity and expense management remain solid.”“Positive catalysts remain amid trading doldrums, including U.S. derivatives launch, regulatory clarity, and growing S&S revenues that hold less direct correlation to crypto prices/volatility.”Citi upgrades Penumbra to buy from holdCiti said investors should buy the dip in the medical device company.“PEN’s3Q22 results were marginally better than expectations, with revenue of $213.7M surpassing consensus’s $212.3M, and expense management delivering an operating profit of $7.8M versus $1.5M.”Jefferies reiterates Topgolf Callaway Brands as buyJefferies said it sees 200% upside in shares of the golf company.“MODGis a beat & raise and record results story on repeat. Mgmt has proven itself and this is a compelling ecosystem with balanced growth, strong and rising margins, and an accelerating cash flow.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982267455,"gmtCreate":1667188905577,"gmtModify":1676537874116,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Uh oh","listText":"Uh oh","text":"Uh oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982267455","repostId":"1188744789","repostType":2,"repost":{"id":"1188744789","pubTimestamp":1667185398,"share":"https://ttm.financial/m/news/1188744789?lang=&edition=fundamental","pubTime":"2022-10-31 11:03","market":"us","language":"en","title":"Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate","url":"https://stock-news.laohu8.com/highlight/detail?id=1188744789","media":"Bloomberg","summary":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set ","content":"<html><head></head><body><ul><li>Rate decision, jobs and CPI updates, midterm elections coming</li><li>Spells no reprieve from turbulence set off by earning reports</li></ul><p>Investors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.</p><p>In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.</p><p>On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.</p><p>Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.</p><p>Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.</p><p>Here’s what investors are on the lookout for in each of these events.</p><h2>FOMC Rate Decision</h2><p>Wall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.</p><p>Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.</p><p>“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8065fe0bca22470d793e4f5a1ca003de\" tg-width=\"1000\" tg-height=\"772\" width=\"100%\" height=\"auto\"/><span>Source: Bloomberg</span></p><h2>Jobs Day</h2><p>The October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.</p><p>Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&amp;P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.</p><h2>Midterm Elections</h2><p>Stock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.</p><p>The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&amp;P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.</p><p>“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”</p><h2>Inflation Report</h2><p>Few economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&amp;P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.</p><p>“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”</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>Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate</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\">\nJittery Stock Traders Eye Four Days That Will Sow Market’s Fate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188744789","content_text":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.Here’s what investors are on the lookout for in each of these events.FOMC Rate DecisionWall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”Source: BloombergJobs DayThe October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.Midterm ElectionsStock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”Inflation ReportFew economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915746703,"gmtCreate":1665115910002,"gmtModify":1676537560375,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Oh no AMD","listText":"Oh no AMD","text":"Oh no AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915746703","repostId":"1116235060","repostType":2,"repost":{"id":"1116235060","pubTimestamp":1665111170,"share":"https://ttm.financial/m/news/1116235060?lang=&edition=fundamental","pubTime":"2022-10-07 10:52","market":"us","language":"en","title":"Tech Stocks Set for More Pain as AMD Revives Earnings Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1116235060","media":"Bloomberg","summary":"AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for fir","content":"<html><head></head><body><ul><li>AMD preliminary results send shares of peers lower post-market</li><li>Samsung reports profit dropped for first time since 2019</li></ul><p>Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc. revived fears about the upcoming earnings season after warning that third-quarter sales were softer than expected.</p><p>AMD blamed disappointing preliminary results on weakness in the personal computer market, sending its shares and those of other companies involved in the sector lower in postmarket trading. AMD, Nvidia Corp., Intel Corp. and Microchip Technology Inc. were among chipmakers down more than 2%, while computer makers HP Inc. and Dell Technologies Inc. also fell.</p><p>Futures tracking the tech-heavy Nasdaq 100 Index slipped as much as 0.6% during early trading hours in Asia, extending losses into a third day.</p><p><img src=\"https://static.tigerbbs.com/7802716f5f7536a07a325407569dddfd\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD’s announcement was followed by a report from Samsung Electronics Co. that its profit dropped for the first time since 2019, underscoring the depth of a global PC and memory chip downturn. Samsung shares slid as much as 2% before erasing losses.</p><p>Investors arebracingfor a potentially difficult earnings season amid rising risk of a recession with inflation and the strong dollar eating into profit margins. Analysts have trimmed 2023 profit estimates for technology companies at a faster rate than the broader market, though most expect further cuts if results disappoint.</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>Tech Stocks Set for More Pain as AMD Revives Earnings 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\">\nTech Stocks Set for More Pain as AMD Revives Earnings Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for first time since 2019Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","NVDA":"英伟达","MCHP":"微芯科技","INTC":"英特尔","HPQ":"惠普","SMSN.UK":"三星","AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116235060","content_text":"AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for first time since 2019Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc. revived fears about the upcoming earnings season after warning that third-quarter sales were softer than expected.AMD blamed disappointing preliminary results on weakness in the personal computer market, sending its shares and those of other companies involved in the sector lower in postmarket trading. AMD, Nvidia Corp., Intel Corp. and Microchip Technology Inc. were among chipmakers down more than 2%, while computer makers HP Inc. and Dell Technologies Inc. also fell.Futures tracking the tech-heavy Nasdaq 100 Index slipped as much as 0.6% during early trading hours in Asia, extending losses into a third day.AMD’s announcement was followed by a report from Samsung Electronics Co. that its profit dropped for the first time since 2019, underscoring the depth of a global PC and memory chip downturn. Samsung shares slid as much as 2% before erasing losses.Investors arebracingfor a potentially difficult earnings season amid rising risk of a recession with inflation and the strong dollar eating into profit margins. Analysts have trimmed 2023 profit estimates for technology companies at a faster rate than the broader market, though most expect further cuts if results disappoint.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915946454,"gmtCreate":1664943205278,"gmtModify":1676537533699,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"AMD FTW","listText":"AMD FTW","text":"AMD FTW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915946454","repostId":"2272853495","repostType":2,"repost":{"id":"2272853495","pubTimestamp":1664927617,"share":"https://ttm.financial/m/news/2272853495?lang=&edition=fundamental","pubTime":"2022-10-05 07:53","market":"us","language":"en","title":"Goldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=2272853495","media":"StreetInsider","summary":"Goldman Sachs cut price targets on Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corporation (NA","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> cut price targets on Advanced Micro Devices Inc (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and <a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation (NASDAQ:INTC) to reflect slashed CPU volume assumptions. The PC market is experiencing near-term weakness; hence estimates are lowered to reflect the ongoing market trends.</p><p>The price target on AMD is cut to $88 per share from $112, while GS also expects the chipmaker to cut its full-year revenue and earnings (implied) outlook later this month. Still, the bank remains bullish on AMD shares, looking past these near-term headwinds.</p><p>“We believe the near-term headwinds are well-understood at this point, and as such, we maintain our Buy rating on the stock with 33% potential upside to our updated 12-month price target,” GS told clients in a note.</p><p>“We foresee share growth in the server CPU market driving above-industry revenue growth and margin expansion for AMD. Importantly, we expect that AMD can maintain its recent momentum in the server CPU market.”</p><p>Similarly, Goldman Sachs also slashed the price target on Intel to $24 per share (from $30) while reaffirming the Sell rating.</p><p>“We expect the implementation of the CHIPS and Science Act and renewed opex management to only partially offset the decline in earnings and FCF stemming from lower CPU volumes and under-utilization charges.”</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>Goldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 07:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/goldman-expects-amd-to-cut-its-fy-forecast-this-month-says-headwinds-are-priced-in-432SI-2904820><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs cut price targets on Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) to reflect slashed CPU volume assumptions. The PC market is experiencing near-term ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/goldman-expects-amd-to-cut-its-fy-forecast-this-month-says-headwinds-are-priced-in-432SI-2904820\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","BK4127":"投资银行业与经纪业","BK4529":"IDC概念","INTC":"英特尔","BK4534":"瑞士信贷持仓","BK4575":"芯片概念","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMD":"美国超微公司","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4141":"半导体产品"},"source_url":"https://www.investing.com/news/stock-market-news/goldman-expects-amd-to-cut-its-fy-forecast-this-month-says-headwinds-are-priced-in-432SI-2904820","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272853495","content_text":"Goldman Sachs cut price targets on Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) to reflect slashed CPU volume assumptions. The PC market is experiencing near-term weakness; hence estimates are lowered to reflect the ongoing market trends.The price target on AMD is cut to $88 per share from $112, while GS also expects the chipmaker to cut its full-year revenue and earnings (implied) outlook later this month. Still, the bank remains bullish on AMD shares, looking past these near-term headwinds.“We believe the near-term headwinds are well-understood at this point, and as such, we maintain our Buy rating on the stock with 33% potential upside to our updated 12-month price target,” GS told clients in a note.“We foresee share growth in the server CPU market driving above-industry revenue growth and margin expansion for AMD. Importantly, we expect that AMD can maintain its recent momentum in the server CPU market.”Similarly, Goldman Sachs also slashed the price target on Intel to $24 per share (from $30) while reaffirming the Sell rating.“We expect the implementation of the CHIPS and Science Act and renewed opex management to only partially offset the decline in earnings and FCF stemming from lower CPU volumes and under-utilization charges.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916593899,"gmtCreate":1664620576811,"gmtModify":1676537485859,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Uh ohhhhhhhh","listText":"Uh ohhhhhhhh","text":"Uh ohhhhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916593899","repostId":"1193309788","repostType":2,"repost":{"id":"1193309788","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A New Problem Is Emerging</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995623717,"gmtCreate":1661469487141,"gmtModify":1676536522888,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109418643386750","authorIdStr":"4109418643386750"},"themes":[],"htmlText":"Hajasjejjkkss","listText":"Hajasjejjkkss","text":"Hajasjejjkkss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995623717","repostId":"2262967539","repostType":2,"repost":{"id":"2262967539","pubTimestamp":1661469029,"share":"https://ttm.financial/m/news/2262967539?lang=&edition=fundamental","pubTime":"2022-08-26 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2262967539","media":"Reuters","summary":"Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related","content":"<html><head></head><body><p>Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related stocks as investors focused on the Federal Reserve&#39;s Jackson Hole conference for clues about the central bank&#39;s policy outlook.</p><p>Fed Chair Jerome Powell is due to give a speech on Friday that investors will dissect for indications of how aggressively the Fed may move to raise interest rates as it battles decades-high inflation.</p><p>&#34;We&#39;re in a period of time between the end of the second-quarter earnings season and meaningful additional data from the Federal Reserve. Markets are churning a bit with a reasonably low level of volatility,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p>The yield on the closely watched 10-year Treasury note faded after recently hitting a two-month high. Declining interest rates tend to benefit technology stocks trading at high valuations.</p><p>&#34;Lower interest rates have certainly put some support underneath some of the more growth-oriented sectors,&#34; Northey said.</p><p>Nvidia jumped 4% after the graphics chipmaker gave a weaker-than-expected quarterly forecast that many investors viewed as signaling the worst of a sales downturn may be over. That drove a rally in the Philadelphia semiconductor index.</p><p>Apple and Microsoft rose more than 1%, while Amazon and Google-owner Alphabet added more than 2%, with all four companies making substantial contributions to the Nasdaq&#39;s increase.</p><p>All 11 S&amp;P 500 sector indexes rose, led by materials, up 2.26%, followed by a 2.06% gain in communication services.</p><p>Data earlier in the day showed the U.S. economy contracted less than initially thought in the second quarter, dispelling some fears that a recession was underway.</p><p>Traders see a slightly greater likelihood of a third 75-basis-point interest hike from the Fed at its policy meeting next month, compared with a 50-basis-point increase.</p><p>Fed officials on Thursday were noncommittal about the size of the interest rate increase they plan to approve at their Sept. 20-21 meeting, but they continued hammering the point that rates will rise and stay high until such high rates of inflation have been squeezed from the economy.</p><p>Electric-vehicle maker Tesla Inc slid 0.35% after a 3-for-1 stock split came into effect.</p><p>The S&amp;P 500 climbed 1.41% to end the session at 4,199.12 points.</p><p>The Nasdaq gained 1.67% to 12,639.27 points, while the Dow Jones Industrial Average rose 0.98% to 33,291.78 points.</p><p>Following Thursday&#39;s rally, the S&amp;P 500 remains down about 12% in 2022, while the Nasdaq is down about 19%.</p><p>$Citigroup Inc(C-N)$ climbed 2.1% after saying it plans to close its consumer and commercial banking businesses in Russia starting this quarter.</p><p>Salesforce Inc fell 3.4% after it cut its annual forecasts over &#34;measured&#34; spending from clients and a hit from a stronger dollar.</p><p>Additional chipmakers rallying on Thursday included Advanced Micro Devices, up 4.8%, and Broadcom, which gained 3.6%.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 13.4-to-one ratio.</p><p>The S&amp;P 500 posted 4 new highs and 29 new lows; the Nasdaq recorded 54 new highs and 70 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 10.8 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-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-202026982.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related stocks as investors focused on the Federal Reserve's Jackson Hole conference for clues about the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202026982.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202026982.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262967539","content_text":"Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related stocks as investors focused on the Federal Reserve's Jackson Hole conference for clues about the central bank's policy outlook.Fed Chair Jerome Powell is due to give a speech on Friday that investors will dissect for indications of how aggressively the Fed may move to raise interest rates as it battles decades-high inflation.\"We're in a period of time between the end of the second-quarter earnings season and meaningful additional data from the Federal Reserve. Markets are churning a bit with a reasonably low level of volatility,\" said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.The yield on the closely watched 10-year Treasury note faded after recently hitting a two-month high. Declining interest rates tend to benefit technology stocks trading at high valuations.\"Lower interest rates have certainly put some support underneath some of the more growth-oriented sectors,\" Northey said.Nvidia jumped 4% after the graphics chipmaker gave a weaker-than-expected quarterly forecast that many investors viewed as signaling the worst of a sales downturn may be over. That drove a rally in the Philadelphia semiconductor index.Apple and Microsoft rose more than 1%, while Amazon and Google-owner Alphabet added more than 2%, with all four companies making substantial contributions to the Nasdaq's increase.All 11 S&P 500 sector indexes rose, led by materials, up 2.26%, followed by a 2.06% gain in communication services.Data earlier in the day showed the U.S. economy contracted less than initially thought in the second quarter, dispelling some fears that a recession was underway.Traders see a slightly greater likelihood of a third 75-basis-point interest hike from the Fed at its policy meeting next month, compared with a 50-basis-point increase.Fed officials on Thursday were noncommittal about the size of the interest rate increase they plan to approve at their Sept. 20-21 meeting, but they continued hammering the point that rates will rise and stay high until such high rates of inflation have been squeezed from the economy.Electric-vehicle maker Tesla Inc slid 0.35% after a 3-for-1 stock split came into effect.The S&P 500 climbed 1.41% to end the session at 4,199.12 points.The Nasdaq gained 1.67% to 12,639.27 points, while the Dow Jones Industrial Average rose 0.98% to 33,291.78 points.Following Thursday's rally, the S&P 500 remains down about 12% in 2022, while the Nasdaq is down about 19%.$Citigroup Inc(C-N)$ climbed 2.1% after saying it plans to close its consumer and commercial banking businesses in Russia starting this quarter.Salesforce Inc fell 3.4% after it cut its annual forecasts over \"measured\" spending from clients and a hit from a stronger dollar.Additional chipmakers rallying on Thursday included Advanced Micro Devices, up 4.8%, and Broadcom, which gained 3.6%.Advancing issues outnumbered falling ones within the S&P 500 by a 13.4-to-one ratio.The S&P 500 posted 4 new highs and 29 new lows; the Nasdaq recorded 54 new highs and 70 new lows.Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":213593233510560,"gmtCreate":1693186724005,"gmtModify":1693186728503,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"BS","listText":"BS","text":"BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/213593233510560","repostId":"2362619481","repostType":2,"repost":{"id":"2362619481","pubTimestamp":1693185161,"share":"https://ttm.financial/m/news/2362619481?lang=&edition=fundamental","pubTime":"2023-08-28 09:12","market":"us","language":"en","title":"Nvidia CEO Jensen Huang Says \"A New Computing Era Has Begun\" -- How Much Higher Can the Stock Fly?","url":"https://stock-news.laohu8.com/highlight/detail?id=2362619481","media":"Motley Fool","summary":"Nvidia isn't just fluff; it could soon be the world's largest semiconductor business by revenue.","content":"<html><head></head><body><h2 id=\"id_1192009262\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Nvidia demolished expectations for revenue once again in its latest quarter.</p></li><li><p>The company is on a path to become the world&#39;s largest semiconductor company.</p></li><li><p>But investors should expect a bumpy ride ahead in the stock price.</p></li></ul><p>Thanks to all the kerfuffle surrounding generative AI (like ChatGPT) this year, <strong>Nvidia </strong>is already the world&#39;s most valuable semiconductor company with a market capitalization of nearly $1.2 <em>trillion</em>. This ranks it in a class far above its closest peers and puts it in company with tech giants like <strong>Microsoft</strong>, <strong>Apple</strong>, <strong>Alphabet</strong>, and <strong>Amazon</strong>. </p><p>Interestingly, though, Nvidia&#39;s revenue over the past year pales in comparison to these tech titans. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec82e395a1395499cf51b6e9182d1188\" alt=\"Data by YCharts.\" title=\"Data by YCharts.\" tg-width=\"720\" tg-height=\"599\"/><span>Data by YCharts.</span></p><p>Nevertheless, Nvidia co-founder and longtime CEO Jensen Huang said on the latest earnings call that &#34;a new computing era has begun.&#34; Could this help Nvidia narrow the gap on sales with other big tech, and will it justify the stock running even higher?</p><h2 id=\"id_3135877303\">What does this &#34;new computing era&#34; look like?</h2><p>Huang explained on Nvidia&#39;s second-quarter fiscal 2024 earnings call (for the three months ended in July) that there are really two major secular shifts taking place in the computing technology world. They are as follows:</p><ul><li><p><strong>Accelerated computing: </strong>CPUs (central computing units) are still very much in need, but they are for general computing purposes. Nvidia&#39;s decades-long work on GPUs (graphics processing units), originally for high-end video game graphics, are now being applied to the cloud and other high-performance uses to speed up computing times by an order of magnitude greater than the CPU can accomplish alone.</p></li><li><p><strong>Generative AI:</strong> This is but one example of a new type of high-performance computing workload, but a promising one that has grabbed the spotlight in 2023. The ability to create an AI algorithm once, and then use its ability to &#34;create&#34; content like text, images, video, software code, and even make robotics decisions (like self-driving car tech) for many years has obvious financial appeal.</p></li></ul><p>Huang cited estimates that the world&#39;s total data center infrastructure is currently worth about $1 trillion, and this infrastructure tends to get refreshed with new hardware (semiconductors, other components, and construction materials) about every three to five years -- equating to some $200 billion in global spending each year.</p><p>But now, thanks to Nvidia&#39;s pioneering work in computing acceleration, a massive upgrade cycle is underway to refocus these data centers on the type of chips Nvidia designs, to address new use-cases like generative AI and other high-performance computing workloads.</p><p>The result for Nvidia is a massive scale-up in its revenue, especially its data center (including AI) segment.  </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3faaeefc2c8e8c675e7e9ec35e4d42c2\" alt=\"Image source: Nvidia.\" title=\"Image source: Nvidia.\" tg-width=\"700\" tg-height=\"385\"/><span>Image source: Nvidia.</span></p><p>Total revenue in Q2 was $13.5 billion, and Q3 is expected to haul in about $16 billion. Management said it has great visibility on demand well into calendar 2024 and expects to rapidly ramp up supply (and thus final sales) in each quarter well into next year.</p><h2 id=\"id_1441676004\">How big could Nvidia really get?</h2><p>All of this means that Nvidia is on a path to surpass $50 billion in annual revenue this year. If it keeps growing well into next year (fiscal 2025 for Nvidia), it could soon become the world&#39;s biggest semiconductor business by revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11ba8fb18601c6bccb0e33434382c493\" alt=\"Data source: Nvidia. *Nvidia&#39;s fiscal year ends in January 2024  \" title=\"Data source: Nvidia. *Nvidia&#39;s fiscal year ends in January 2024  \" tg-width=\"1206\" tg-height=\"534\"/><span>Data source: Nvidia. *Nvidia&#39;s fiscal year ends in January 2024  </span></p><p>For reference, at its peak a couple of years back, <strong>Intel </strong>held the top semiconductor sales title at nearly $80 billion in annual revenue. Today, the largest company by revenue is <strong>Taiwan Semiconductor Manufacturing</strong>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5d6ae860008ea4f697ea264e1da5c3\" alt=\"Data by YCharts.\" title=\"Data by YCharts.\" tg-width=\"720\" tg-height=\"466\"/><span>Data by YCharts.</span></p><p>Now, does that justify Nvidia&#39;s market capitalization, which sits now among the mega tech stocks? Only if it continues to rapidly expand, and at a very high level of profit (net income profit margin was a crazy high 46% in Q2). Whether it can sustain its current spate of growth beyond next year (2024, or Nvidia&#39;s fiscal 2025) is now the question.  </p><p>Nvidia stock is up a whopping 174% over the last 12-month stretch alone. Don&#39;t expect anything close to that performance now that Nvidia is in the $1 trillion valuation club. As impressive (and historic) as the company&#39;s financial results have been as of late, the share price&#39;s ability to appreciate further could be severely limited over the next year or so.</p><p>Historically, Nvidia stock has been hit with sizable downturns, like it was in 2022. If you feel like you need to pile onto the Nvidia train, exercise some patience at this point.  In the meantime, there are other chip companies also participating in this exciting new computing era that Nvidia has helped pioneer.</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>Nvidia CEO Jensen Huang Says \"A New Computing Era Has Begun\" -- How Much Higher Can the Stock Fly?</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 CEO Jensen Huang Says \"A New Computing Era Has Begun\" -- How Much Higher Can the Stock Fly?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-28 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/27/nvidia-ceo-jensen-huang-says-a-new-computing-era/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia demolished expectations for revenue once again in its latest quarter.The company is on a path to become the world's largest semiconductor company.But investors should expect a bumpy ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/27/nvidia-ceo-jensen-huang-says-a-new-computing-era/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4529":"IDC概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4587":"ChatGPT概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4503":"景林资产持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","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","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2023/08/27/nvidia-ceo-jensen-huang-says-a-new-computing-era/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2362619481","content_text":"KEY POINTSNvidia demolished expectations for revenue once again in its latest quarter.The company is on a path to become the world's largest semiconductor company.But investors should expect a bumpy ride ahead in the stock price.Thanks to all the kerfuffle surrounding generative AI (like ChatGPT) this year, Nvidia is already the world's most valuable semiconductor company with a market capitalization of nearly $1.2 trillion. This ranks it in a class far above its closest peers and puts it in company with tech giants like Microsoft, Apple, Alphabet, and Amazon. Interestingly, though, Nvidia's revenue over the past year pales in comparison to these tech titans. Data by YCharts.Nevertheless, Nvidia co-founder and longtime CEO Jensen Huang said on the latest earnings call that \"a new computing era has begun.\" Could this help Nvidia narrow the gap on sales with other big tech, and will it justify the stock running even higher?What does this \"new computing era\" look like?Huang explained on Nvidia's second-quarter fiscal 2024 earnings call (for the three months ended in July) that there are really two major secular shifts taking place in the computing technology world. They are as follows:Accelerated computing: CPUs (central computing units) are still very much in need, but they are for general computing purposes. Nvidia's decades-long work on GPUs (graphics processing units), originally for high-end video game graphics, are now being applied to the cloud and other high-performance uses to speed up computing times by an order of magnitude greater than the CPU can accomplish alone.Generative AI: This is but one example of a new type of high-performance computing workload, but a promising one that has grabbed the spotlight in 2023. The ability to create an AI algorithm once, and then use its ability to \"create\" content like text, images, video, software code, and even make robotics decisions (like self-driving car tech) for many years has obvious financial appeal.Huang cited estimates that the world's total data center infrastructure is currently worth about $1 trillion, and this infrastructure tends to get refreshed with new hardware (semiconductors, other components, and construction materials) about every three to five years -- equating to some $200 billion in global spending each year.But now, thanks to Nvidia's pioneering work in computing acceleration, a massive upgrade cycle is underway to refocus these data centers on the type of chips Nvidia designs, to address new use-cases like generative AI and other high-performance computing workloads.The result for Nvidia is a massive scale-up in its revenue, especially its data center (including AI) segment.  Image source: Nvidia.Total revenue in Q2 was $13.5 billion, and Q3 is expected to haul in about $16 billion. Management said it has great visibility on demand well into calendar 2024 and expects to rapidly ramp up supply (and thus final sales) in each quarter well into next year.How big could Nvidia really get?All of this means that Nvidia is on a path to surpass $50 billion in annual revenue this year. If it keeps growing well into next year (fiscal 2025 for Nvidia), it could soon become the world's biggest semiconductor business by revenue.Data source: Nvidia. *Nvidia's fiscal year ends in January 2024  For reference, at its peak a couple of years back, Intel held the top semiconductor sales title at nearly $80 billion in annual revenue. Today, the largest company by revenue is Taiwan Semiconductor Manufacturing.Data by YCharts.Now, does that justify Nvidia's market capitalization, which sits now among the mega tech stocks? Only if it continues to rapidly expand, and at a very high level of profit (net income profit margin was a crazy high 46% in Q2). Whether it can sustain its current spate of growth beyond next year (2024, or Nvidia's fiscal 2025) is now the question.  Nvidia stock is up a whopping 174% over the last 12-month stretch alone. Don't expect anything close to that performance now that Nvidia is in the $1 trillion valuation club. As impressive (and historic) as the company's financial results have been as of late, the share price's ability to appreciate further could be severely limited over the next year or so.Historically, Nvidia stock has been hit with sizable downturns, like it was in 2022. If you feel like you need to pile onto the Nvidia train, exercise some patience at this point.  In the meantime, there are other chip companies also participating in this exciting new computing era that Nvidia has helped pioneer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219147065471000,"gmtCreate":1694528405351,"gmtModify":1694528410651,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Thought Bull Market here liao? Coming simi lan","listText":"Thought Bull Market here liao? Coming simi lan","text":"Thought Bull Market here liao? Coming simi lan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219147065471000","repostId":"2366830747","repostType":2,"repost":{"id":"2366830747","pubTimestamp":1694533792,"share":"https://ttm.financial/m/news/2366830747?lang=&edition=fundamental","pubTime":"2023-09-12 23:49","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2366830747","media":"Motley Fool","summary":"You won't want to miss out on these high-powered growth stocks.","content":"<html><head></head><body><p>If you&#39;d like to position yourself to profit from the next big rally in the stock market, consider the following two stocks. Both are set to benefit from powerful trends that should drive their revenue and earnings sharply higher in the coming years.</p><h2 id=\"id_1610587205\">1. <a href=\"https://laohu8.com/S/DKNG\">DraftKings</a></h2><p>A whopping 73.5 million Americans intend to place bets on National Football League (NFL) games this season, according to the American Gaming Association. As a leader in the booming sports betting industry, DraftKings stands to profit from this trend more than perhaps any other company.</p><p>Bettors are flocking to the popular sportsbook platform. DraftKings&#39; monthly paying customers jumped 44% year over year to 2.1 million in the second quarter. These people are also wagering more money. Average revenue per payer leaped 33% year over year to $137. Together, these gains drove an 88% year-over-year surge in DraftKings&#39; revenue, to $875 million. </p><p>DraftKings&#39; mobile sports betting operations are live in only 21 states. That leaves 29 states and more than half the U.S. population as opportunities for further growth. DraftKings plans to enter recently authorized markets in Kentucky, North Carolina, and Vermont in the coming months. A dozen other states have also taken steps to potentially legalize mobile sports betting. </p><p>All in all, DraftKings management expects its full-year revenue to grow as much as 58% to $3.5 billion in 2023. Moreover, management forecasts adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of up to $175 million in the fourth quarter, compared to a loss of $50 million in the prior year period. </p><p>With DraftKings&#39; sales soaring and profitability rapidly improving, buying the company&#39;s stock seems like an intelligent wager to make today.<strong> </strong></p><h2 id=\"id_3058043389\">2. <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>Investors are tantalized by the potential of artificial intelligence (AI), and it&#39;s not hard to see why. The cutting-edge technology has the potential to change how we learn, work, and play.</p><p>Palantir Technologies wants to help companies realize the awesome potential of AI. To do so, it&#39;s marrying its highly regarded machine-learning capabilities with the large language models that power ChatGPT and other popular generative AI applications.</p><p>Palantir has plenty of experience analyzing highly sensitive information after serving the U.S. government as a defense contractor for many years, and the U.S. military remains an important customer. The U.S. Special Operations Command recently awarded Palantir a contract worth up to $463 million to strengthen its ability to process real-time information. </p><p>CEO Alex Karp says there&#39;s also a vast market for Palantir&#39;s AI solutions among businesses. Healthcare leaders like Novartis are partnering with Palantir to fast-track their research and development efforts. Engineering firms like Jacobs use Palantir&#39;s software to bolster their planning, design, and supply chain management processes. And energy giants like BP are working with Palantir to reduce production costs by as much as 60%. </p><p>With benefits such as these, customers are jumping at the chance to use Palantir&#39;s AI platform. All told, Palantir expects its revenue and adjusted operating earnings to grow by 16% and 37%, respectively, to $2.2 billion and $576 million in 2023. These strong gains in sales and profits should lead to lucrative returns for investors who buy the data analytics expert&#39;s shares today.</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>A Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits</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\">\nA Bull Market Is Coming: 2 Top Stocks to Buy Now That Could Help You Claim Your Share of the Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/12/bull-market-top-stocks-to-buy-now-share-profits/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you'd like to position yourself to profit from the next big rally in the stock market, consider the following two stocks. Both are set to benefit from powerful trends that should drive their ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/12/bull-market-top-stocks-to-buy-now-share-profits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/09/12/bull-market-top-stocks-to-buy-now-share-profits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366830747","content_text":"If you'd like to position yourself to profit from the next big rally in the stock market, consider the following two stocks. Both are set to benefit from powerful trends that should drive their revenue and earnings sharply higher in the coming years.1. DraftKingsA whopping 73.5 million Americans intend to place bets on National Football League (NFL) games this season, according to the American Gaming Association. As a leader in the booming sports betting industry, DraftKings stands to profit from this trend more than perhaps any other company.Bettors are flocking to the popular sportsbook platform. DraftKings' monthly paying customers jumped 44% year over year to 2.1 million in the second quarter. These people are also wagering more money. Average revenue per payer leaped 33% year over year to $137. Together, these gains drove an 88% year-over-year surge in DraftKings' revenue, to $875 million. DraftKings' mobile sports betting operations are live in only 21 states. That leaves 29 states and more than half the U.S. population as opportunities for further growth. DraftKings plans to enter recently authorized markets in Kentucky, North Carolina, and Vermont in the coming months. A dozen other states have also taken steps to potentially legalize mobile sports betting. All in all, DraftKings management expects its full-year revenue to grow as much as 58% to $3.5 billion in 2023. Moreover, management forecasts adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of up to $175 million in the fourth quarter, compared to a loss of $50 million in the prior year period. With DraftKings' sales soaring and profitability rapidly improving, buying the company's stock seems like an intelligent wager to make today. 2. Palantir TechnologiesInvestors are tantalized by the potential of artificial intelligence (AI), and it's not hard to see why. The cutting-edge technology has the potential to change how we learn, work, and play.Palantir Technologies wants to help companies realize the awesome potential of AI. To do so, it's marrying its highly regarded machine-learning capabilities with the large language models that power ChatGPT and other popular generative AI applications.Palantir has plenty of experience analyzing highly sensitive information after serving the U.S. government as a defense contractor for many years, and the U.S. military remains an important customer. The U.S. Special Operations Command recently awarded Palantir a contract worth up to $463 million to strengthen its ability to process real-time information. CEO Alex Karp says there's also a vast market for Palantir's AI solutions among businesses. Healthcare leaders like Novartis are partnering with Palantir to fast-track their research and development efforts. Engineering firms like Jacobs use Palantir's software to bolster their planning, design, and supply chain management processes. And energy giants like BP are working with Palantir to reduce production costs by as much as 60%. With benefits such as these, customers are jumping at the chance to use Palantir's AI platform. All told, Palantir expects its revenue and adjusted operating earnings to grow by 16% and 37%, respectively, to $2.2 billion and $576 million in 2023. These strong gains in sales and profits should lead to lucrative returns for investors who buy the data analytics expert's shares today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947813176,"gmtCreate":1682870882395,"gmtModify":1682901739467,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer","listText":"The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer","text":"The author of this article is Howard Smith. Fcuk Howard Smith for spreading FOMO. No wonder he's destined to be a rubbish article writer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947813176","repostId":"2331019375","repostType":2,"repost":{"id":"2331019375","pubTimestamp":1682820610,"share":"https://ttm.financial/m/news/2331019375?lang=&edition=fundamental","pubTime":"2023-04-30 10:10","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Stocks That Could Skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2331019375","media":"Motley Fool","summary":"These two companies are investing billions for future growth and cash flow.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>It&#39;s smart to be in stocks ahead of potential catalysts for the underlying businesses.</p></li><li><p>Tesla has growth drivers beyond its well-known electric cars.</p></li><li><p>Brookfield Infrastructure is in a prime position to benefit from a lower-interest-rate environment.</p></li></ul><p>Even after recovering from October 2022 lows, the <strong>S&amp;P 500</strong> index is down by over 13% since the start of 2022. Stocks of many good companies have also corrected during the recent bear market. But a bull market is coming, and when it does, shares of those companies could outpace the index. </p><p><strong>Tesla</strong> and <strong>Brookfield Infrastructure</strong> (BIPC) are two businesses that have thrived even while their stocks have struggled. Both should see their share prices recover greatly when the market turns, though for different reasons. Owning both is a good way to diversify and prepare for the next bull market. </p><h2>1. More than just cars</h2><p>Tesla shares have been cut in half over the past year. That drop has occurred even as the business has thrived. It makes sense, though, considering how much speculation and future growth were being priced into the stock. The good news for investors now is that the expected growth has come to fruition, and the company is generating tons of cash and profits. That cash flow is now being used to expand the business even further. </p><p>In addition to recently announcing plans for its fifth electric car plant to be built in Mexico, Tesla is investing billions into its energy segment. Earlier this year, the company said it would invest an additional $3.6 billion in its Nevada gigafactory to add battery production capacity. The site produces battery cells for its EV offerings as well as energy modules and battery packs for energy storage. That energy segment has been growing quickly and contributing more revenue over the past year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29fce19a08ec038d83c5730dec4b18c\" alt=\"Data source: Tesla. Chart by author.\" title=\"Data source: Tesla. Chart by author.\" tg-width=\"700\" tg-height=\"432\"/><span>Data source: Tesla. Chart by author.</span></p><p>Energy generation and storage revenue represented nearly 7% of revenue in the first quarter. That was twice as much as it contributed in the prior-year period. </p><p>Another bull market will likely come with a robustly growing economy. That will boost Tesla&#39;s vehicle sales but will also mean more business for its other divisions. No one knows if the stock will bounce back quickly or if it will even move higher in the near term. But if the underlying business continues to excel, it would be wise for investors to own Tesla shares as the stock should follow that success. </p><h2>2. Getting a boost from the Fed</h2><p>Another stock that could jump higher in the next bull market is Brookfield Infrastructure Partners. Its shares have dropped, partly because the cost of capital has increased as the Federal Reserve has increased interest rates as it tries to cool the economy and inflation. That would seemingly be a bad environment for Brookfield to add investments, yet the business is thriving. When interest rates eventually drop, it should provide even more of a boost for Brookfield and its shares. </p><p>Yet Brookfield continues to grow its business even in the current interest rate environment. The company just announced the $13.3 billion takeover of the world&#39;s largest owner and lessor of intermodal containers. <strong>Triton International</strong> adds transportation logistics infrastructure to Brookfield&#39;s portfolio of global assets that already includes transportation as well as utilities, energy transmission and storage, and data transmission. </p><p>But while the company continues to invest and grow -- its funds from operations (FFO) increased 12% in 2022 versus 2021 -- Brookfield&#39;s stock has floundered. That has resulted in a dividend yield of about 4.2% for the partnership shares. Investors can own Brookfield through one of two entities: the partnership shares (BIP) or the corporate shares (BIPC). The corporate shares come at a premium, likely because of the simplicity of owning stock versus partnership shares. That premium is also why Brookfield used its corporate shares as currency for the stock portion of the Triton transaction. </p><p>The partnership shares add a bit of complexity to tax reporting. But for those who are comfortable receiving and filing K-1 documents, the higher dividend yield and potential for price appreciation shouldn&#39;t be overlooked. </p><p>Brookfield management has proven to be excellent at capital allocation. They invest, let the assets grow, then recycle the returns into new investments. If interest rates begin a downward cycle as a bull market returns, that should allow the company to more efficiently add assets. Investors who buy the stock now can be positioned to share in the returns from those investments and can enjoy a solid dividend yield along the way. </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>A Bull Market Is Coming: 2 Stocks That Could Skyrocket</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\">\nA Bull Market Is Coming: 2 Stocks That Could Skyrocket\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-30 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/28/a-bull-market-is-coming-2-stocks-that-could-skyroc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIt's smart to be in stocks ahead of potential catalysts for the underlying businesses.Tesla has growth drivers beyond its well-known electric cars.Brookfield Infrastructure is in a prime ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/28/a-bull-market-is-coming-2-stocks-that-could-skyroc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","BIPC":"Brookfield Infrastructure Corp","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4527":"明星科技股","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4208":"复合型公用事业","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4197":"燃气公用事业","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://www.fool.com/investing/2023/04/28/a-bull-market-is-coming-2-stocks-that-could-skyroc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331019375","content_text":"KEY POINTSIt's smart to be in stocks ahead of potential catalysts for the underlying businesses.Tesla has growth drivers beyond its well-known electric cars.Brookfield Infrastructure is in a prime position to benefit from a lower-interest-rate environment.Even after recovering from October 2022 lows, the S&P 500 index is down by over 13% since the start of 2022. Stocks of many good companies have also corrected during the recent bear market. But a bull market is coming, and when it does, shares of those companies could outpace the index. Tesla and Brookfield Infrastructure (BIPC) are two businesses that have thrived even while their stocks have struggled. Both should see their share prices recover greatly when the market turns, though for different reasons. Owning both is a good way to diversify and prepare for the next bull market. 1. More than just carsTesla shares have been cut in half over the past year. That drop has occurred even as the business has thrived. It makes sense, though, considering how much speculation and future growth were being priced into the stock. The good news for investors now is that the expected growth has come to fruition, and the company is generating tons of cash and profits. That cash flow is now being used to expand the business even further. In addition to recently announcing plans for its fifth electric car plant to be built in Mexico, Tesla is investing billions into its energy segment. Earlier this year, the company said it would invest an additional $3.6 billion in its Nevada gigafactory to add battery production capacity. The site produces battery cells for its EV offerings as well as energy modules and battery packs for energy storage. That energy segment has been growing quickly and contributing more revenue over the past year. Data source: Tesla. Chart by author.Energy generation and storage revenue represented nearly 7% of revenue in the first quarter. That was twice as much as it contributed in the prior-year period. Another bull market will likely come with a robustly growing economy. That will boost Tesla's vehicle sales but will also mean more business for its other divisions. No one knows if the stock will bounce back quickly or if it will even move higher in the near term. But if the underlying business continues to excel, it would be wise for investors to own Tesla shares as the stock should follow that success. 2. Getting a boost from the FedAnother stock that could jump higher in the next bull market is Brookfield Infrastructure Partners. Its shares have dropped, partly because the cost of capital has increased as the Federal Reserve has increased interest rates as it tries to cool the economy and inflation. That would seemingly be a bad environment for Brookfield to add investments, yet the business is thriving. When interest rates eventually drop, it should provide even more of a boost for Brookfield and its shares. Yet Brookfield continues to grow its business even in the current interest rate environment. The company just announced the $13.3 billion takeover of the world's largest owner and lessor of intermodal containers. Triton International adds transportation logistics infrastructure to Brookfield's portfolio of global assets that already includes transportation as well as utilities, energy transmission and storage, and data transmission. But while the company continues to invest and grow -- its funds from operations (FFO) increased 12% in 2022 versus 2021 -- Brookfield's stock has floundered. That has resulted in a dividend yield of about 4.2% for the partnership shares. Investors can own Brookfield through one of two entities: the partnership shares (BIP) or the corporate shares (BIPC). The corporate shares come at a premium, likely because of the simplicity of owning stock versus partnership shares. That premium is also why Brookfield used its corporate shares as currency for the stock portion of the Triton transaction. The partnership shares add a bit of complexity to tax reporting. But for those who are comfortable receiving and filing K-1 documents, the higher dividend yield and potential for price appreciation shouldn't be overlooked. Brookfield management has proven to be excellent at capital allocation. They invest, let the assets grow, then recycle the returns into new investments. If interest rates begin a downward cycle as a bull market returns, that should allow the company to more efficiently add assets. Investors who buy the stock now can be positioned to share in the returns from those investments and can enjoy a solid dividend yield along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195357942161600,"gmtCreate":1688717308399,"gmtModify":1688717892007,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Stupid Musk","listText":"Stupid Musk","text":"Stupid Musk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195357942161600","repostId":"1181755460","repostType":2,"repost":{"id":"1181755460","pubTimestamp":1688709502,"share":"https://ttm.financial/m/news/1181755460?lang=&edition=fundamental","pubTime":"2023-07-07 13:58","market":"us","language":"en","title":"Tesla Starts to Lay Off Some Battery Workers at China Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=1181755460","media":"Bloomberg","summary":"Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs o","content":"<html><head></head><body><p>Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs of easing.</p><p style=\"text-align: start;\">The carmaker began notifying some employees on its battery assembly lines about the decision earlier this week, the people said, asking not to be identified because they’re not authorized to speak publicly. </p><p style=\"text-align: start;\">Some have been given the option to transfer to another workshop such as stamping, painting or general assembly, the people said. It’s not clear how many workers may be let go, or the specific reasons behind the layoffs. </p><p style=\"text-align: start;\">Representatives for Tesla in China didn’t respond to a request for comment.</p><p>Around 20,000 staff are employed at Tesla’s Shanghai factory, which has the capacity to churn out about 1 million EVs a year and is the source of more than half of the US company’s global output. </p><p style=\"text-align: start;\">While Tesla uses batteries made by LG Energy Solution Ltd. and Contemporary Amperex Technology Co. Ltd., they need to be built into battery modules and packs before they’re installed in a vehicle. Much of that process is done at Tesla’s battery workshop.</p><p style=\"text-align: start;\">Some automation equipment that could help replace human labor on the battery production line is in the design and construction phase, one of the people said.</p><p>Austin, Texas-based Tesla is on a tear at the moment, both in China and abroad. Deliveries from Shanghai rose almost 20% from a year earlier in June to 93,680 vehicles and the company delivered a record number of cars globally in the second quarter.</p><p>Still, Tesla’s operating margin shrank to 11.4% in the first quarter, a roughly two-year low, after the company marked down its EVs in January and March. Chief Executive Officer Elon Musk implemented several rounds of price cuts and has said he is comfortable making less money on each car sold. </p><p style=\"text-align: start;\">China has tried to apply the brakes on the price-cutting trend, with authorities bringing Tesla and more than a dozen major local automakers together Thursday to sign a pledge on maintaining fair competition and avoiding “abnormal pricing.” </p><p>While not another direct price cut, Tesla subsequently said it would provide a fresh round of incentives to buyers of Model 3 and Y EVs in China, including 3,500 yuan ($480) in cash, if they were referred by another Tesla owner. </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>Tesla Starts to Lay Off Some Battery Workers at China Plant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Starts to Lay Off Some Battery Workers at China Plant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-07 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/tesla-starts-to-layoff-some-battery-workers-at-its-china-factory><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/tesla-starts-to-layoff-some-battery-workers-at-its-china-factory\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/tesla-starts-to-layoff-some-battery-workers-at-its-china-factory","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181755460","content_text":"Tesla Inc. is laying off some electric-vehicle battery workers at its Shanghai plant, people familiar with the matter said, just as a bruising price war among manufacturers in China is showing signs of easing.The carmaker began notifying some employees on its battery assembly lines about the decision earlier this week, the people said, asking not to be identified because they’re not authorized to speak publicly. Some have been given the option to transfer to another workshop such as stamping, painting or general assembly, the people said. It’s not clear how many workers may be let go, or the specific reasons behind the layoffs. Representatives for Tesla in China didn’t respond to a request for comment.Around 20,000 staff are employed at Tesla’s Shanghai factory, which has the capacity to churn out about 1 million EVs a year and is the source of more than half of the US company’s global output. While Tesla uses batteries made by LG Energy Solution Ltd. and Contemporary Amperex Technology Co. Ltd., they need to be built into battery modules and packs before they’re installed in a vehicle. Much of that process is done at Tesla’s battery workshop.Some automation equipment that could help replace human labor on the battery production line is in the design and construction phase, one of the people said.Austin, Texas-based Tesla is on a tear at the moment, both in China and abroad. Deliveries from Shanghai rose almost 20% from a year earlier in June to 93,680 vehicles and the company delivered a record number of cars globally in the second quarter.Still, Tesla’s operating margin shrank to 11.4% in the first quarter, a roughly two-year low, after the company marked down its EVs in January and March. Chief Executive Officer Elon Musk implemented several rounds of price cuts and has said he is comfortable making less money on each car sold. China has tried to apply the brakes on the price-cutting trend, with authorities bringing Tesla and more than a dozen major local automakers together Thursday to sign a pledge on maintaining fair competition and avoiding “abnormal pricing.” While not another direct price cut, Tesla subsequently said it would provide a fresh round of incentives to buyers of Model 3 and Y EVs in China, including 3,500 yuan ($480) in cash, if they were referred by another Tesla owner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943913351,"gmtCreate":1679031543973,"gmtModify":1679031861039,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Bull market my ass. With high interest rates things are starting to break. SVB in US&nbsp;and CS&nbsp;in Eueope&nbsp;is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings&nbsp;","listText":"Bull market my ass. With high interest rates things are starting to break. SVB in US&nbsp;and CS&nbsp;in Eueope&nbsp;is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings&nbsp;","text":"Bull market my ass. With high interest rates things are starting to break. SVB in US and CS in Eueope is only the start. Stupid article praying on people's greed and telling others to enter at such bad timings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943913351","repostId":"2319368389","repostType":2,"repost":{"id":"2319368389","pubTimestamp":1679029979,"share":"https://ttm.financial/m/news/2319368389?lang=&edition=fundamental","pubTime":"2023-03-17 13:12","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2319368389","media":"Motley Fool","summary":"This stock is a bargain compared to the competition.","content":"<html><head></head><body><p>The <b>Nasdaq-100 Technology Sector</b> index plunged almost 40% throughout 2022 as inflation-related rises led to decreased consumer demand. But the market has begun recovering since Jan. 1, with the index up 15% year to date.</p><p>Last year&#39;s sell-off dragged down the stocks of some of the world&#39;s most valuable companies, with <b>Alphabet</b> plunging 39% over the 12 months. The company has marginally benefited from the market&#39;s upward trend this year, with its stock up 6% since the start of 2023.</p><p>Alphabet remains home to a solid business that will likely provide substantial gains over the long term. A bull market is coming, so here are two reasons to buy Alphabet&#39;s stock while it&#39;s still down 25% year over year.</p><h2>1. Alphabet has had stellar growth in the past</h2><p>The company stumbled in 2022, but its past growth suggests it won&#39;t be down forever. Over the past five years, the stock has risen 64%, and it has increased 238% over the past decade. The impressive growth has come as annual revenue has increased 106% to $282.8 billion since 2019, with operating income soaring 130% to $74.8 billion.</p><p>Alphabet&#39;s development over the years has largely been thanks to potent segments such as YouTube, Android, Fitbit, and the many services associated with Google. These platforms have catapulted the company&#39;s digital advertising business by providing access to a massive audience, attracting businesses to its ad services.</p><p>YouTube has over 2.6 billion active users, with about 52% of people who access the internet using the video platform at least once a month.</p><p>Despite this stellar growth over the years, its stock dip suggests investors remain overly cautious. As a result, Alphabet&#39;s current share price offers more value, as seen by its forward price-to-earnings (P/E) ratio in the chart below. The stock is a bargain compared to its biggest competitors.</p><p><img src=\"https://static.tigerbbs.com/b9d87f8168a4ca90b564c6e3bca8189f\" tg-width=\"720\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><h2>2. A lucrative future as a market leader</h2><p>In December 2022, U.S. ad spending decreased by 12.1% -- its sixth consecutive monthly drop. Inflation drove up operating costs, which meant that many businesses had to pare down budgets, with advertising one of the first things to go. As a result, the fact that 80% of Alphabet&#39;s earnings typically stem from digital advertising didn&#39;t sit well with many investors.</p><p>But the digital advertising market still has a lot to offer once macroeconomic headwinds subside, with Alphabet&#39;s leading 27.5% market share likely to be a lucrative asset in the long term. According to Statista, worldwide digital ad spending hit $522.5 billion in 2021 and is expected to reach $835.8 billion by 2026, a 60% rise.  Alphabet is in a prime position to profit from that growth.</p><p>Meanwhile, its steadily developing cloud business is strengthening the company by diversifying its revenue. In fiscal 2022, Google Cloud revenue increased 36.8% to $26.3 billion as the platform benefited from its 10% market share in the booming industry. The platform has gradually become a larger part of the company&#39;s business, responsible for 3.7% of its revenue in 2017, then hitting 9.3% in 2022.</p><p>According to Grand View Research, the cloud market was worth $484 billion in 2022 and is projected to expand at a compound annual rate of 14.1% through 2030. So Google Cloud&#39;s business will likely continue developing for years, especially as the company puts a more significant focus on artificial intelligence (AI).</p><p>Alphabet shares plunged in 2022, but the sell-off has only made its stock more compelling. The company&#39;s long-term outlook suggests a bull market is coming, meaning now is a great time to buy shares in Alphabet.</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>A Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Bull Market Is Coming: 2 Reasons to Buy Alphabet Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 13:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/16/a-bull-market-is-coming-2-reasons-to-buy-alphabet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 Technology Sector index plunged almost 40% throughout 2022 as inflation-related rises led to decreased consumer demand. But the market has begun recovering since Jan. 1, with the index ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/16/a-bull-market-is-coming-2-reasons-to-buy-alphabet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2023/03/16/a-bull-market-is-coming-2-reasons-to-buy-alphabet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319368389","content_text":"The Nasdaq-100 Technology Sector index plunged almost 40% throughout 2022 as inflation-related rises led to decreased consumer demand. But the market has begun recovering since Jan. 1, with the index up 15% year to date.Last year's sell-off dragged down the stocks of some of the world's most valuable companies, with Alphabet plunging 39% over the 12 months. The company has marginally benefited from the market's upward trend this year, with its stock up 6% since the start of 2023.Alphabet remains home to a solid business that will likely provide substantial gains over the long term. A bull market is coming, so here are two reasons to buy Alphabet's stock while it's still down 25% year over year.1. Alphabet has had stellar growth in the pastThe company stumbled in 2022, but its past growth suggests it won't be down forever. Over the past five years, the stock has risen 64%, and it has increased 238% over the past decade. The impressive growth has come as annual revenue has increased 106% to $282.8 billion since 2019, with operating income soaring 130% to $74.8 billion.Alphabet's development over the years has largely been thanks to potent segments such as YouTube, Android, Fitbit, and the many services associated with Google. These platforms have catapulted the company's digital advertising business by providing access to a massive audience, attracting businesses to its ad services.YouTube has over 2.6 billion active users, with about 52% of people who access the internet using the video platform at least once a month.Despite this stellar growth over the years, its stock dip suggests investors remain overly cautious. As a result, Alphabet's current share price offers more value, as seen by its forward price-to-earnings (P/E) ratio in the chart below. The stock is a bargain compared to its biggest competitors.Data by YCharts.2. A lucrative future as a market leaderIn December 2022, U.S. ad spending decreased by 12.1% -- its sixth consecutive monthly drop. Inflation drove up operating costs, which meant that many businesses had to pare down budgets, with advertising one of the first things to go. As a result, the fact that 80% of Alphabet's earnings typically stem from digital advertising didn't sit well with many investors.But the digital advertising market still has a lot to offer once macroeconomic headwinds subside, with Alphabet's leading 27.5% market share likely to be a lucrative asset in the long term. According to Statista, worldwide digital ad spending hit $522.5 billion in 2021 and is expected to reach $835.8 billion by 2026, a 60% rise.  Alphabet is in a prime position to profit from that growth.Meanwhile, its steadily developing cloud business is strengthening the company by diversifying its revenue. In fiscal 2022, Google Cloud revenue increased 36.8% to $26.3 billion as the platform benefited from its 10% market share in the booming industry. The platform has gradually become a larger part of the company's business, responsible for 3.7% of its revenue in 2017, then hitting 9.3% in 2022.According to Grand View Research, the cloud market was worth $484 billion in 2022 and is projected to expand at a compound annual rate of 14.1% through 2030. So Google Cloud's business will likely continue developing for years, especially as the company puts a more significant focus on artificial intelligence (AI).Alphabet shares plunged in 2022, but the sell-off has only made its stock more compelling. The company's long-term outlook suggests a bull market is coming, meaning now is a great time to buy shares in Alphabet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050721479,"gmtCreate":1654246414791,"gmtModify":1676535419737,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"OH NO!&nbsp;Tesla to $630!!!","listText":"OH NO!&nbsp;Tesla to $630!!!","text":"OH NO! Tesla to $630!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050721479","repostId":"2240307248","repostType":2,"repost":{"id":"2240307248","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654243200,"share":"https://ttm.financial/m/news/2240307248?lang=&edition=fundamental","pubTime":"2022-06-03 16:00","market":"us","language":"en","title":"Tesla's Musk Says Co. Needs to Reduce Staff by 10%, Reuters Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2240307248","media":"Dow Jones","summary":"--Tesla Inc. Chief Executive Elon Musk said the U.S. electric auto maker needs to reduce staff by ro","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n  --Tesla Inc. Chief Executive Elon Musk said the U.S. electric auto maker needs to reduce staff by roughly 10%, Reuters reports, citing an internal email that the news agency had seen. \n</p>\n<p>\n  --Musk said he had a \"super bad feeling\" about the economy, Reuters reports, citing the email. The email, which was titled \"pause all hiring worldwide,\" was sent to Tesla's executives on Thursday, according to Reuters. \n</p>\n<pre>\n \n</pre>\n<p>\n  Full story: https://reut.rs/3x2xN17 \n</p>\n<pre>\n \n</pre>\n<p>\n  Write to Ronnie Harui at ronnie.harui@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  June 03, 2022 04:00 ET (08:00 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Musk Says Co. Needs to Reduce Staff by 10%, Reuters Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Musk Says Co. Needs to Reduce Staff by 10%, Reuters Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-03 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n  --Tesla Inc. Chief Executive Elon Musk said the U.S. electric auto maker needs to reduce staff by roughly 10%, Reuters reports, citing an internal email that the news agency had seen. \n</p>\n<p>\n  --Musk said he had a \"super bad feeling\" about the economy, Reuters reports, citing the email. The email, which was titled \"pause all hiring worldwide,\" was sent to Tesla's executives on Thursday, according to Reuters. \n</p>\n<pre>\n \n</pre>\n<p>\n  Full story: https://reut.rs/3x2xN17 \n</p>\n<pre>\n \n</pre>\n<p>\n  Write to Ronnie Harui at ronnie.harui@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  June 03, 2022 04:00 ET (08:00 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240307248","content_text":"--Tesla Inc. Chief Executive Elon Musk said the U.S. electric auto maker needs to reduce staff by roughly 10%, Reuters reports, citing an internal email that the news agency had seen. \n\n\n  --Musk said he had a \"super bad feeling\" about the economy, Reuters reports, citing the email. The email, which was titled \"pause all hiring worldwide,\" was sent to Tesla's executives on Thursday, according to Reuters. \n\n\n \n\n\n  Full story: https://reut.rs/3x2xN17 \n\n\n \n\n\n  Write to Ronnie Harui at ronnie.harui@wsj.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  June 03, 2022 04:00 ET (08:00 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050781006,"gmtCreate":1654241370005,"gmtModify":1676535419080,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Verified by Reuters: https://www.reuters.com/technology/exclusive-musk-says-tesla-needs-cut-staff-by-10-pauses-all-hiring-2022-06-03/","listText":"Verified by Reuters: https://www.reuters.com/technology/exclusive-musk-says-tesla-needs-cut-staff-by-10-pauses-all-hiring-2022-06-03/","text":"Verified by Reuters: https://www.reuters.com/technology/exclusive-musk-says-tesla-needs-cut-staff-by-10-pauses-all-hiring-2022-06-03/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050781006","repostId":"1181006558","repostType":4,"repost":{"id":"1181006558","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":1654240277,"share":"https://ttm.financial/m/news/1181006558?lang=&edition=fundamental","pubTime":"2022-06-03 15:11","market":"us","language":"en","title":"Tesla Will Cut About 10% of Its Employees and Suspend Global Recruitment","url":"https://stock-news.laohu8.com/highlight/detail?id=1181006558","media":"Tiger Newspress","summary":"According to the company's internal e-mail, Tesla CEO musk said that the company needs to cut about ","content":"<html><head></head><body><p>According to the company&#39;s internal e-mail, Tesla CEO musk said that the company needs to cut about 10% of its employees and suspend global recruitment.</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>Tesla Will Cut About 10% of Its Employees and Suspend Global Recruitment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Will Cut About 10% of Its Employees and Suspend Global Recruitment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-03 15:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>According to the company&#39;s internal e-mail, Tesla CEO musk said that the company needs to cut about 10% of its employees and suspend global recruitment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181006558","content_text":"According to the company's internal e-mail, Tesla CEO musk said that the company needs to cut about 10% of its employees and suspend global recruitment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285862722953376,"gmtCreate":1710825520368,"gmtModify":1710825523694,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285862722953376","repostId":"1171105854","repostType":2,"repost":{"id":"1171105854","pubTimestamp":1710824686,"share":"https://ttm.financial/m/news/1171105854?lang=&edition=fundamental","pubTime":"2024-03-19 13:04","market":"us","language":"en","title":"6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote","url":"https://stock-news.laohu8.com/highlight/detail?id=1171105854","media":"Investopedia","summary":"【WATCH: Jensen Huang's Nvidia GTC Keynote】Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company's annualGPUtechnology conference (GTC) Monday with a keynote address unv","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221793027278299171%22,%22type%22:1%7D\" title=\"WATCH: Jensen Huang&#39;s Nvidia GTC Keynote\" target=\"_blank\">WATCH: Jensen Huang&#39;s Nvidia GTC Keynote</a>】</p><p>Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company&#39;s annual GPU technology conference (GTC) Monday with a keynote address unveiling the Blackwell platform, announcing expanding partnerships with industry leaders, and showcasing the tech&#39;s capabilities.1</p><p style=\"text-align: start;\">The Nvidia event, which runs through Thursday, has been eagerly anticipated by investors who are keen to learn about the chipmaker&#39;s artificial intelligence initiatives and partnerships. Nvidia stock has risen more than 80% since the start of the year amid optimism about the company&#39;s AI-fueled growth prospects.</p><p style=\"text-align: start;\">Here are some of the key takeaways from Huang&#39;s presentation and announcements made by the company on the first day of the event,</p><h2 id=\"mntl-sc-block_7-0\" style=\"text-align: start;\">Unveiling Blackwell, the &#39;World&#39;s Most Powerful Chip&#39;</h2><p style=\"text-align: start;\">Nvidia announced the Blackwell platform the latest version of its AI-powering technology.2 The Blackwell GPU is the &#34;world&#39;s most powerful chip,&#34; that will power &#34;a new era of computing,&#34; the company said.</p><p style=\"text-align: start;\">The new system is more capable and efficient than its predecessor, Hopper.</p><p style=\"text-align: start;\">&#34;The inference capability of Blackwell is off the charts and in fact it is some 30 times Hopper,&#34; Huang said in his keynote address.</p><p style=\"text-align: start;\">The Blackwell architecture can run a generative AI large language model consuming around 25 times less cost and energy as Hopper, Nvidia said in a release.</p><p style=\"text-align: start;\">Nvidia also unveiled the GB200 Grace Blackwell Superchip, a &#34;massive super chip&#34; that &#34;connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU.&#34;</p><p style=\"text-align: start;\">The company said that &#34;GB200 will also be available on NVIDIA DGX™ Cloud, an AI platform co-engineered with leading cloud service providers that gives enterprise developers dedicated access to the infrastructure and software needed to build and deploy advanced generative AI models.&#34;</p><p style=\"text-align: start;\">Nvidia reported that many companies leading AI are already set to use the Blackwell system, ahead of its official launch.</p><p style=\"text-align: start;\">Amazon (AMZN), Microsoft (MSFT), and Alphabet&#39;s Google (GOOGL) are among the partners set to use Blackwell.</p><p style=\"text-align: start;\">Nvidia said that Blackwell products will be available through its partners later this year.</p><h2 id=\"mntl-sc-block_26-0\" style=\"text-align: start;\">Nvidia&#39;s Omniverse Meets Apple&#39;s VisionPro</h2><p style=\"text-align: start;\">Nvidia announced that it is bringing Omniverse to Apple&#39;s (AAPL) recently launched VisionPro virtual reality headset.3</p><p style=\"text-align: start;\">The Omniverse is Nvidia&#39;s &#34;computing platform that enables individuals and teams to develop 3D workflows and applications.&#34;4 Huang opened his keynote with a demonstration of Omniverse simulations.</p><p style=\"text-align: start;\">Developers can &#34;easily send their Universal Scene Description (OpenUSD) industrial scenes from their content creation applications to the NVIDIA Graphics Delivery Network (GDN), a global network of graphics-ready data centers that can stream advanced 3D experiences to Apple Vision Pro,&#34; Nvidia said.</p><h2 id=\"mntl-sc-block_33-0\" style=\"text-align: start;\">AI Humanoid Robots Are Next</h2><p style=\"text-align: start;\">Nvidia announced &#34;Project GR00T,&#34; a foundation model for humanoid robots, which Huang said is the &#34;next wave&#34; of AI and robotics.5</p><p style=\"text-align: start;\">&#34;Building foundation models for general humanoid robots is one of the most exciting problems to solve in AI today,&#34; Huang said, adding that &#34;the enabling technologies are coming together for leading roboticists around the world to take giant leaps towards artificial general robotics.”</p><p style=\"text-align: start;\">The company said that the &#34;robots powered by GR00T, which stands for Generalist Robot 00 Technology, will be designed to understand natural language and emulate movements by observing human actions.&#34;</p><p style=\"text-align: start;\">Nvidia also unveiled &#34;Jetson Thor,&#34; a new computer for humanoid robots that includes GenAI capabilities as part of its AI-powered robotics initiative.</p><h2 id=\"mntl-sc-block_42-0\" style=\"text-align: start;\">Blueprint for &#39;Next Gen&#39; Data Centers</h2><p style=\"text-align: start;\">Nvidia showed a 3D blueprint for &#34;next-gen&#34; data centers in the AI era.6</p><p style=\"text-align: start;\">The design was created using Omniverse to simulate &#34;modern data centers,&#34; which are &#34;incredibly complex, involving multiple considerations like performance, energy efficiency and scalability,&#34; the company said.</p><p style=\"text-align: start;\">&#34;In the future, data centers are going to be thought of, as I mentioned earlier, as an AI factory,&#34; Huang said, adding that the goal of an AI factory is the &#34;generation of intelligence.&#34;</p><p style=\"text-align: start;\">Nvidia&#39;s latest offerings are expected to supercharge data centers. Microsoft CEO Satya Nadella said in a release that &#34;by bringing the GB200 Grace Blackwell processor&#34; to Microsoft datacenters globally, [the company is] building on [its] long-standing history of optimizing NVIDIA GPUs for our cloud, as we make the promise of AI real for organizations everywhere.”</p><h2 id=\"mntl-sc-block_51-0\" style=\"text-align: start;\">Nvidia and Oracle Expand Sovereign AI Partnership</h2><p style=\"text-align: start;\">Nvidia announced that it is expanding its collaboration with Oracle (ORCL) to help deliver sovereign AI globally.</p><p style=\"text-align: start;\">Sovereign AI &#34;refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce and business networks,&#34; Nvidia explained.7</p><p style=\"text-align: start;\">The Nvidia and Oracle partnership to meant to &#34;deliver sovereign AI solutions to customers around the world&#34; as &#34;Oracle’s distributed cloud, AI infrastructure, and generative AI services, combined with NVIDIA’s accelerated computing and generative AI software, are enabling governments and enterprises to deploy AI factories.&#34;</p><p style=\"text-align: start;\">“As AI reshapes business, industry, and policy around the world, countries and organizations need to strengthen their digital sovereignty in order to protect their most valuable data,” Oracle CEO Safra Catz said said in a release.</p><h2 id=\"mntl-sc-block_60-0\" style=\"text-align: start;\">New 6G Cloud Platform AI</h2><p style=\"text-align: start;\">Nvidia announced a a 6G research platform that offers &#34;researchers a comprehensive suite to advance AI for radio access network (RAN) technology.&#34;8</p><p style=\"text-align: start;\">&#34;The platform allows organizations to accelerate the development of 6G technologies that will connect trillions of devices with the cloud infrastructures, laying the foundation for a hyper-intelligent world supported by autonomous vehicles, smart spaces and a wide range of extended reality and immersive education experiences and collaborative robots,&#34; the company said in a release.</p><p style=\"text-align: start;\">Nvidia said the platform will empower the &#34;the next phase of wireless technology&#34; and could meet the growing demand presented by running AI on wireless devices.</p><p style=\"text-align: start;\">Nvidia shares, which had gained 0.7% during regular trading hours Monday, fell 1.8% to $868.90 in extended trading.</p></body></html>","source":"lsy1606203311635","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>6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote</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\">\n6 Takeaways From Nvidia CEO Jensen Huang's GPU Tech Conference Keynote\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 13:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/6-takeaways-from-nvidia-ceo-jensen-huang-gpu-tech-conference-keynote-8610736><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【WATCH: Jensen Huang's Nvidia GTC Keynote】Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company's annual GPU technology conference (GTC) Monday with a keynote address ...</p>\n\n<a href=\"https://www.investopedia.com/6-takeaways-from-nvidia-ceo-jensen-huang-gpu-tech-conference-keynote-8610736\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investopedia.com/6-takeaways-from-nvidia-ceo-jensen-huang-gpu-tech-conference-keynote-8610736","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171105854","content_text":"【WATCH: Jensen Huang's Nvidia GTC Keynote】Nvidia (NVDA) founder and chief executive officer Jensen Huang kicked off the company's annual GPU technology conference (GTC) Monday with a keynote address unveiling the Blackwell platform, announcing expanding partnerships with industry leaders, and showcasing the tech's capabilities.1The Nvidia event, which runs through Thursday, has been eagerly anticipated by investors who are keen to learn about the chipmaker's artificial intelligence initiatives and partnerships. Nvidia stock has risen more than 80% since the start of the year amid optimism about the company's AI-fueled growth prospects.Here are some of the key takeaways from Huang's presentation and announcements made by the company on the first day of the event,Unveiling Blackwell, the 'World's Most Powerful Chip'Nvidia announced the Blackwell platform the latest version of its AI-powering technology.2 The Blackwell GPU is the \"world's most powerful chip,\" that will power \"a new era of computing,\" the company said.The new system is more capable and efficient than its predecessor, Hopper.\"The inference capability of Blackwell is off the charts and in fact it is some 30 times Hopper,\" Huang said in his keynote address.The Blackwell architecture can run a generative AI large language model consuming around 25 times less cost and energy as Hopper, Nvidia said in a release.Nvidia also unveiled the GB200 Grace Blackwell Superchip, a \"massive super chip\" that \"connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU.\"The company said that \"GB200 will also be available on NVIDIA DGX™ Cloud, an AI platform co-engineered with leading cloud service providers that gives enterprise developers dedicated access to the infrastructure and software needed to build and deploy advanced generative AI models.\"Nvidia reported that many companies leading AI are already set to use the Blackwell system, ahead of its official launch.Amazon (AMZN), Microsoft (MSFT), and Alphabet's Google (GOOGL) are among the partners set to use Blackwell.Nvidia said that Blackwell products will be available through its partners later this year.Nvidia's Omniverse Meets Apple's VisionProNvidia announced that it is bringing Omniverse to Apple's (AAPL) recently launched VisionPro virtual reality headset.3The Omniverse is Nvidia's \"computing platform that enables individuals and teams to develop 3D workflows and applications.\"4 Huang opened his keynote with a demonstration of Omniverse simulations.Developers can \"easily send their Universal Scene Description (OpenUSD) industrial scenes from their content creation applications to the NVIDIA Graphics Delivery Network (GDN), a global network of graphics-ready data centers that can stream advanced 3D experiences to Apple Vision Pro,\" Nvidia said.AI Humanoid Robots Are NextNvidia announced \"Project GR00T,\" a foundation model for humanoid robots, which Huang said is the \"next wave\" of AI and robotics.5\"Building foundation models for general humanoid robots is one of the most exciting problems to solve in AI today,\" Huang said, adding that \"the enabling technologies are coming together for leading roboticists around the world to take giant leaps towards artificial general robotics.”The company said that the \"robots powered by GR00T, which stands for Generalist Robot 00 Technology, will be designed to understand natural language and emulate movements by observing human actions.\"Nvidia also unveiled \"Jetson Thor,\" a new computer for humanoid robots that includes GenAI capabilities as part of its AI-powered robotics initiative.Blueprint for 'Next Gen' Data CentersNvidia showed a 3D blueprint for \"next-gen\" data centers in the AI era.6The design was created using Omniverse to simulate \"modern data centers,\" which are \"incredibly complex, involving multiple considerations like performance, energy efficiency and scalability,\" the company said.\"In the future, data centers are going to be thought of, as I mentioned earlier, as an AI factory,\" Huang said, adding that the goal of an AI factory is the \"generation of intelligence.\"Nvidia's latest offerings are expected to supercharge data centers. Microsoft CEO Satya Nadella said in a release that \"by bringing the GB200 Grace Blackwell processor\" to Microsoft datacenters globally, [the company is] building on [its] long-standing history of optimizing NVIDIA GPUs for our cloud, as we make the promise of AI real for organizations everywhere.”Nvidia and Oracle Expand Sovereign AI PartnershipNvidia announced that it is expanding its collaboration with Oracle (ORCL) to help deliver sovereign AI globally.Sovereign AI \"refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce and business networks,\" Nvidia explained.7The Nvidia and Oracle partnership to meant to \"deliver sovereign AI solutions to customers around the world\" as \"Oracle’s distributed cloud, AI infrastructure, and generative AI services, combined with NVIDIA’s accelerated computing and generative AI software, are enabling governments and enterprises to deploy AI factories.\"“As AI reshapes business, industry, and policy around the world, countries and organizations need to strengthen their digital sovereignty in order to protect their most valuable data,” Oracle CEO Safra Catz said said in a release.New 6G Cloud Platform AINvidia announced a a 6G research platform that offers \"researchers a comprehensive suite to advance AI for radio access network (RAN) technology.\"8\"The platform allows organizations to accelerate the development of 6G technologies that will connect trillions of devices with the cloud infrastructures, laying the foundation for a hyper-intelligent world supported by autonomous vehicles, smart spaces and a wide range of extended reality and immersive education experiences and collaborative robots,\" the company said in a release.Nvidia said the platform will empower the \"the next phase of wireless technology\" and could meet the growing demand presented by running AI on wireless devices.Nvidia shares, which had gained 0.7% during regular trading hours Monday, fell 1.8% to $868.90 in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274494690922576,"gmtCreate":1708053183978,"gmtModify":1708053188153,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274494690922576","repostId":"2411578365","repostType":2,"repost":{"id":"2411578365","pubTimestamp":1708050893,"share":"https://ttm.financial/m/news/2411578365?lang=&edition=fundamental","pubTime":"2024-02-16 10:34","market":"us","language":"en","title":"Why Super Micro Computer Stock Rallied 14% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2411578365","media":"Motley Fool","summary":"The provider of servers used for artificial intelligence (AI) applications got a significant vote of confidence.","content":"<html><head></head><body><ul style=\"\"><li><p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.</p></li><li><p>Its analyst suggests the AI server market may be much bigger than some believe.</p></li><li><p>Despite the stock&#39;s meteoric rise over the past year, it remains remarkably inexpensive.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer </a>, also known as Supermicro, jumped Thursday, climbing as much as 14%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5285b72c1ad7a5e8a797cf2b508fa63\" tg-width=\"792\" tg-height=\"622\"/></p><p>The catalyst that drove the server and storage solution specialist&#39;s stock higher was bullish coverage by a major bank.</p><h2 id=\"id_3840888752\">A Street-high price target</h2><p><strong>Bank of America</strong> analyst Ruplu Bhattacharya initiated coverage on Supermicro, assigning a buy rating and a Street-high price target of $1,040, according to TheFly. This suggests a potential upside of 18% compared to Wednesday&#39;s closing price. This prediction comes despite the stock&#39;s dizzying run over the past year, when it notched a gain of 847%.</p><p>BofA believes AI-fueled demand will continue, driving Supermicro even higher. The analyst further suggested the potential market for AI servers is &#34;much larger&#34; than the estimates calculated by his Wall Street colleagues. The bank believes the market for these AI-centric servers could achieve a compound annual growth rate of 50% over the coming three years. Given that Supermicro is a leading provider of AI servers, BofA expects its revenue to &#34;grow even faster.&#34;</p><h2 id=\"id_2379668838\">Are those growth rates achievable?</h2><p>Investors questioning the validity of the growth targets in the AI server market may be in for a surprise.</p><p>Late last year, Bernstein analyst Toni Sacconaghi pointed out that the server market -- which had grown at a compound annual rate of 3% over the preceding 25 years -- was expected to grow at 75% annually between now and 2027. He suggested that this &#34;unprecedented&#34; AI server build-out might be happening &#34;too quickly,&#34; which could eventually lead to a &#34;digestion period&#34; -- analyst-speak for a glut. While his take suggests that growth could eventually stall, that time is still several years down the road.</p><p>All indications are that sales of Supermicro&#39;s servers and other digital storage components will ride the tailwind of AI even higher. While the stock is currently selling for 3 times forward sales, that fails to take into account the company&#39;s triple-digit percentage growth rate. Using the more appropriate forward price/earnings-to-growth (PEG) ratio, Supermicro&#39;s valuation is 0.4 -- and a stock is generally viewed as undervalued at any PEG ratio below 1.</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>Why Super Micro Computer Stock Rallied 14% on Thursday</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\">\nWhy Super Micro Computer Stock Rallied 14% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","BK4588":"碎股","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK4208":"复合型公用事业","SMCI":"超微电脑","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus"},"source_url":"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411578365","content_text":"Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's meteoric rise over the past year, it remains remarkably inexpensive.Shares of Super Micro Computer , also known as Supermicro, jumped Thursday, climbing as much as 14%.The catalyst that drove the server and storage solution specialist's stock higher was bullish coverage by a major bank.A Street-high price targetBank of America analyst Ruplu Bhattacharya initiated coverage on Supermicro, assigning a buy rating and a Street-high price target of $1,040, according to TheFly. This suggests a potential upside of 18% compared to Wednesday's closing price. This prediction comes despite the stock's dizzying run over the past year, when it notched a gain of 847%.BofA believes AI-fueled demand will continue, driving Supermicro even higher. The analyst further suggested the potential market for AI servers is \"much larger\" than the estimates calculated by his Wall Street colleagues. The bank believes the market for these AI-centric servers could achieve a compound annual growth rate of 50% over the coming three years. Given that Supermicro is a leading provider of AI servers, BofA expects its revenue to \"grow even faster.\"Are those growth rates achievable?Investors questioning the validity of the growth targets in the AI server market may be in for a surprise.Late last year, Bernstein analyst Toni Sacconaghi pointed out that the server market -- which had grown at a compound annual rate of 3% over the preceding 25 years -- was expected to grow at 75% annually between now and 2027. He suggested that this \"unprecedented\" AI server build-out might be happening \"too quickly,\" which could eventually lead to a \"digestion period\" -- analyst-speak for a glut. While his take suggests that growth could eventually stall, that time is still several years down the road.All indications are that sales of Supermicro's servers and other digital storage components will ride the tailwind of AI even higher. While the stock is currently selling for 3 times forward sales, that fails to take into account the company's triple-digit percentage growth rate. Using the more appropriate forward price/earnings-to-growth (PEG) ratio, Supermicro's valuation is 0.4 -- and a stock is generally viewed as undervalued at any PEG ratio below 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947000364,"gmtCreate":1682307138359,"gmtModify":1682307141861,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Muse","listText":"Muse","text":"Muse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947000364","repostId":"1111405907","repostType":2,"repost":{"id":"1111405907","pubTimestamp":1682292585,"share":"https://ttm.financial/m/news/1111405907?lang=&edition=fundamental","pubTime":"2023-04-24 07:29","market":"us","language":"en","title":"Musk Sees Parallels With The 1929 Crash And The Great Depression","url":"https://stock-news.laohu8.com/highlight/detail?id=1111405907","media":"Seeking Alpha","summary":"SummaryThe Fed is currently hiking into a recession, like in 1929.But the Fed also hiked during othe","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>The Fed is currently hiking into a recession, like in 1929.</p></li><li><p>But the Fed also hiked during other recessions, like in 1974.</p></li><li><p>History shows that the Fed hikes if necessary, despite the economic and financial damage.</p></li><li><p>Given the current situation, the outlook for S&amp;P 500 is very bearish.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e4942b3fa514191bf65dc2a4b5a42f\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><h2>The Musk concerns:</h2><p>Elon Musk conducted an interview with Fox host Tucker Carlson that aired on April 19, and among other things discussed the current banking crisis, the Fed, and expressed his opinion on the economic outlook.</p><p>Musk pointed that one of the times the Fed hiked interest rates into a recession was in 1929, which was followed with the Great Depression. Here are the key excerpts:</p><blockquote>Tucker Carlson: What&#39;s your sense of the stability of the American banking system?Elon Musk: ...I think there is a serious danger with the global banking system. There&#39;s a strong argument that the - if you were to actually market the portfolios of the banks, the loans, and whatnot, that the entire banking industry would have negative equity....So we really haven&#39;t seen the commercial real estate shoe drop. That&#39;s more like an anvil, not a shoe. So the stuff we&#39;ve seen so far hasn&#39;t even actually hasn&#39;t even - it&#39;s only slightly real estate portfolio degradation. But that will become a very serious thing later this year, in my view... I think if we see, which we&#39;re likely to see, a drop in house prices, because the interest rates are too high.....And so if banks end up having loan losses in both their commercial and - well they&#39;re definitely going to have loan losses in their professional portfolio but also in their mortgage portfolio, this is a dire situation....There is a solution to mitigate the magnitude of the damage here, which is for the Fed to lower the rate. But they raised the rate again. Now, if I recall correctly, which I, you know, important caveat I think the last time the Fed raised rates going into a recession was 1929.Carlson: What happened then?Musk: Yeah, the Great Depression.</blockquote><p>Musk obviously does not think that the current banking crisis is finished. He&#39;s concerned that the banks (KRE) could start seeing the losses on their commercial real estate loan portfolios (due to high vacancies and higher interest rates). He&#39;s also concerned that higher interest rates could cause the housing prices to fall, which would increase the losses on the banks&#39; mortgage loan portfolios as well.</p><p>Musk thinks that he Fed should be decreasing the interest rates in this situation. More importantly, he seems concerned that the further increases in interest rates could lead to the major financial crisis like the Great Depression, referencing the Fed&#39;s &#34;error&#34; in 1929.</p><h2>What happened in 1929?</h2><p>The Fed did increase interest rate in 1929 right as the Great Depression started, from 5.25% to 6.50%. Here&#39;s the chart:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf09ae89b94f5d45c4dd8b5f5c4f6ff\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"292\"/></p><p>By most historical accounts, the Fed was concerned with the high stock market valuations and the excess speculation. The banks played the key role by participating in a very profitable virtuous cycle: 1) Extend the margin credit to buy stocks, 2) higher stock prices lead to more wealth, 3) more wealth leads to more consumption, 4) more consumption leads to more loans, 5) more loans lead to more profits, and thus, 6) extend more margin credit to buy stocks - the virtuous cycle continues. Apparently, the banks ignored the Fed&#39;s warning about the dangers of such activity, so the Fed was forced to hike into the recession.</p><p>At the end, the virtuous cycle turned into the vicious cycle of deflation, where higher interest rates busted the stock market bubble, which caused the default on consumer loans, and the bank runs, which lead to widespread bank failures, and ultimately the deflationary spiral.</p><h2>The Fed hiked during the recession in other episodes</h2><p>But the Fed also hiked during the recessions in 1974 and in 1980. Here&#39;s the chart of the Federal Funds rate and CPI inflation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8201942def7ef177121ffb9a3eb63f\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"322\"/></p><p>Generally, the Fed hikes before recession to address the inflationary pressures, and then pauses and cuts as the economic and financial damage becomes evident. This was the case of the 1970 recession, as shown in the chart above.</p><p><strong>The 1974 case</strong></p><p>In 1973, the Fed also started to cut before the recession started. However, during the 1974 recession, inflation started to increase, and thus, the Fed was forced to hike during the recession, despite the economic and financial damage.</p><p><strong>The 1980 case</strong></p><p>Similarly, the Fed was forced to aggressively hike during the 1980 recession, as inflation simply would not fall even as the recession started.</p><p><strong>The lesson</strong></p><p>During the 1970, the Fed was primarily concerned with inflation, and showed the willingness to hike interest rates even during the recessions to lower the inflation. Generally, during the inflationary recessions, the Fed is forced to hike well above the CPI inflation, despite the economic and financial damage.</p><h2>What about the current situation?</h2><p>The 1929 case was the deflationary recession case, where the key concern was the stock market bubble due to excess speculation. The 1974 and 1980 cases were the inflationary recession cases, where the major concern was high inflation.</p><p>The current situation combines both of these cases, it&#39;s an inflationary recession with the stock market bubble, which makes it potentially extremely dire.</p><p><strong>Stock market bubble</strong></p><p>First, the based on the Shiller PE ratio, S&amp;P500 (SP500) (SPX) (SPY) is as overvalued now as it was at the peak of the 1929 stock market bubble, with the Shiller PE ratio right below 30 in both cases.</p><p>During the 1970s the Shiller PE ratio was very low, down in the 10s, thus stocks were cheap, which limited the financial damage of the Fed&#39;s recessionary hikes. Here is Schiller PE ratio chart.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f55b136a46c564dd0568f03aaa2e1f17\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"292\"/></p><p><strong>High inflation</strong></p><p>Inflation was not a major problem in 1929. Now it is. The core CPI is still above the Federal Funds rate, above the 5% level. We&#39;re in midst of the inflationary shock caused by the labor shortage, attempted energy shocks, reshoring of supply chains, the real war which can affect the global food supply, all part of the unfolding trend of deglobalization.</p><p>So, the chart below resembles the 1974 episode. The Fed (red) is trying to catch up with inflation (blue), and inflation is falling. However, as soon as the Fed pauses or cuts, inflation is likely to turn back up (due top structural trends related to deglobalization), forcing more Fed hikes despite the likely recession.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f217bd2659419c0eab4e708fdeb576b\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"324\"/></p><h2>Implications</h2><p>The Fed is hiking into the recession, Musk is right. And the Fed will likely &#34;hold for longer&#34; despite the inevitable financial and economic damage as the recession takes hold. Why? Just like in 1974, we&#39;re in the midst of the inflationary shock, and if the Fed pauses prematurely, inflation could reaccelerate.</p><p>However, unlike the 1974, we&#39;re also in the stock market bubble, just like in 1929. Thus, the outlook for S&amp;P 500 is extremely bearish.</p><p>The only hope for the bulls is that the Fed would prematurely pause and pivot, and thus, allow the stock market bubble to reaccelerate by allowing higher inflation. Very unlikely. But we will get the first taste of this on May 3 - the next Fed meeting.</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>Musk Sees Parallels With The 1929 Crash And The Great Depression</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\">\nMusk Sees Parallels With The 1929 Crash And The Great Depression\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595625-musk-sees-parallels-1929-great-depression><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed is currently hiking into a recession, like in 1929.But the Fed also hiked during other recessions, like in 1974.History shows that the Fed hikes if necessary, despite the economic and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4595625-musk-sees-parallels-1929-great-depression\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4595625-musk-sees-parallels-1929-great-depression","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1111405907","content_text":"SummaryThe Fed is currently hiking into a recession, like in 1929.But the Fed also hiked during other recessions, like in 1974.History shows that the Fed hikes if necessary, despite the economic and financial damage.Given the current situation, the outlook for S&P 500 is very bearish.The Musk concerns:Elon Musk conducted an interview with Fox host Tucker Carlson that aired on April 19, and among other things discussed the current banking crisis, the Fed, and expressed his opinion on the economic outlook.Musk pointed that one of the times the Fed hiked interest rates into a recession was in 1929, which was followed with the Great Depression. Here are the key excerpts:Tucker Carlson: What's your sense of the stability of the American banking system?Elon Musk: ...I think there is a serious danger with the global banking system. There's a strong argument that the - if you were to actually market the portfolios of the banks, the loans, and whatnot, that the entire banking industry would have negative equity....So we really haven't seen the commercial real estate shoe drop. That's more like an anvil, not a shoe. So the stuff we've seen so far hasn't even actually hasn't even - it's only slightly real estate portfolio degradation. But that will become a very serious thing later this year, in my view... I think if we see, which we're likely to see, a drop in house prices, because the interest rates are too high.....And so if banks end up having loan losses in both their commercial and - well they're definitely going to have loan losses in their professional portfolio but also in their mortgage portfolio, this is a dire situation....There is a solution to mitigate the magnitude of the damage here, which is for the Fed to lower the rate. But they raised the rate again. Now, if I recall correctly, which I, you know, important caveat I think the last time the Fed raised rates going into a recession was 1929.Carlson: What happened then?Musk: Yeah, the Great Depression.Musk obviously does not think that the current banking crisis is finished. He's concerned that the banks (KRE) could start seeing the losses on their commercial real estate loan portfolios (due to high vacancies and higher interest rates). He's also concerned that higher interest rates could cause the housing prices to fall, which would increase the losses on the banks' mortgage loan portfolios as well.Musk thinks that he Fed should be decreasing the interest rates in this situation. More importantly, he seems concerned that the further increases in interest rates could lead to the major financial crisis like the Great Depression, referencing the Fed's \"error\" in 1929.What happened in 1929?The Fed did increase interest rate in 1929 right as the Great Depression started, from 5.25% to 6.50%. Here's the chart:By most historical accounts, the Fed was concerned with the high stock market valuations and the excess speculation. The banks played the key role by participating in a very profitable virtuous cycle: 1) Extend the margin credit to buy stocks, 2) higher stock prices lead to more wealth, 3) more wealth leads to more consumption, 4) more consumption leads to more loans, 5) more loans lead to more profits, and thus, 6) extend more margin credit to buy stocks - the virtuous cycle continues. Apparently, the banks ignored the Fed's warning about the dangers of such activity, so the Fed was forced to hike into the recession.At the end, the virtuous cycle turned into the vicious cycle of deflation, where higher interest rates busted the stock market bubble, which caused the default on consumer loans, and the bank runs, which lead to widespread bank failures, and ultimately the deflationary spiral.The Fed hiked during the recession in other episodesBut the Fed also hiked during the recessions in 1974 and in 1980. Here's the chart of the Federal Funds rate and CPI inflation.Generally, the Fed hikes before recession to address the inflationary pressures, and then pauses and cuts as the economic and financial damage becomes evident. This was the case of the 1970 recession, as shown in the chart above.The 1974 caseIn 1973, the Fed also started to cut before the recession started. However, during the 1974 recession, inflation started to increase, and thus, the Fed was forced to hike during the recession, despite the economic and financial damage.The 1980 caseSimilarly, the Fed was forced to aggressively hike during the 1980 recession, as inflation simply would not fall even as the recession started.The lessonDuring the 1970, the Fed was primarily concerned with inflation, and showed the willingness to hike interest rates even during the recessions to lower the inflation. Generally, during the inflationary recessions, the Fed is forced to hike well above the CPI inflation, despite the economic and financial damage.What about the current situation?The 1929 case was the deflationary recession case, where the key concern was the stock market bubble due to excess speculation. The 1974 and 1980 cases were the inflationary recession cases, where the major concern was high inflation.The current situation combines both of these cases, it's an inflationary recession with the stock market bubble, which makes it potentially extremely dire.Stock market bubbleFirst, the based on the Shiller PE ratio, S&P500 (SP500) (SPX) (SPY) is as overvalued now as it was at the peak of the 1929 stock market bubble, with the Shiller PE ratio right below 30 in both cases.During the 1970s the Shiller PE ratio was very low, down in the 10s, thus stocks were cheap, which limited the financial damage of the Fed's recessionary hikes. Here is Schiller PE ratio chart.High inflationInflation was not a major problem in 1929. Now it is. The core CPI is still above the Federal Funds rate, above the 5% level. We're in midst of the inflationary shock caused by the labor shortage, attempted energy shocks, reshoring of supply chains, the real war which can affect the global food supply, all part of the unfolding trend of deglobalization.So, the chart below resembles the 1974 episode. The Fed (red) is trying to catch up with inflation (blue), and inflation is falling. However, as soon as the Fed pauses or cuts, inflation is likely to turn back up (due top structural trends related to deglobalization), forcing more Fed hikes despite the likely recession.ImplicationsThe Fed is hiking into the recession, Musk is right. And the Fed will likely \"hold for longer\" despite the inevitable financial and economic damage as the recession takes hold. Why? Just like in 1974, we're in the midst of the inflationary shock, and if the Fed pauses prematurely, inflation could reaccelerate.However, unlike the 1974, we're also in the stock market bubble, just like in 1929. Thus, the outlook for S&P 500 is extremely bearish.The only hope for the bulls is that the Fed would prematurely pause and pivot, and thus, allow the stock market bubble to reaccelerate by allowing higher inflation. Very unlikely. But we will get the first taste of this on May 3 - the next Fed meeting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949134269,"gmtCreate":1678421277652,"gmtModify":1678421486262,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Shit","listText":"Shit","text":"Shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949134269","repostId":"1127882764","repostType":4,"repost":{"id":"1127882764","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":1678419322,"share":"https://ttm.financial/m/news/1127882764?lang=&edition=fundamental","pubTime":"2023-03-10 11:35","market":"us","language":"en","title":"SVB Financial Realigns Portfolio—and Blows Up the Banking Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=1127882764","media":"Dow Jones","summary":"SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in ","content":"<html><head></head><body><p>SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in deposits. The impact rippled through the banking sector, which many investors had assumed was largely insulated from recession worries and rising rates</p><p>SVB’s troubles came as the Silicon Valley-based lender was forced to sell securities to realign its portfolio in response to higher interest rates while it manages lower deposit levels from clients, many of which are in the venture capital arena and burning through cash.</p><p>SVB stock (ticker: SIVB) fell 60% to $106.04 on Thursday. The decline, the steepest among companies in the S&amp;P 500, was the largest percentage decrease ever. Shares kept sliding in after-hours trading, down another 22%.</p><p>The selloff caused traders to take a closer look at all bank stocks—particularly their deposits—causing the KBW Nasdaq Bank Index (BKX) to fall 7.7%, its worst showing since June 11, 2020, when it fell 9%.</p><p>SVB, parent of Silicon Valley Bank, enjoyed a bull run in 2021 as it lent to venture capitalist-backed start-ups in technology, life sciences and healthcare, and even Napa Valley wineries, in an era of low interest rates and easy money.</p><p>It’s fallen on hard times since then. SVB’s stock has dropped more than 80% from its record high in late 2021 as interest rates have increased, boosting the cost of the deposits the bank uses to fund loans. The company in its press release on Wednesday said its latest actions were partly due to expectations for a continued higher interest-rate environment and partly because deposit levels have declined.</p><p>Given the current volatile economic environment, venture-capital firms have been less willing to fund start-ups—a problem for SVB, which gets deposits from VC-backed start-ups that were earlier flush with cash. As of Feb. 28, SVB had client funds of $326 billion, a decline from $341 billion at the end of last year.</p><p>“What we learned over the last 12 to 24 months is that in a fast-paced rising rate environment, customer deposit dynamics are different than what we had expected,” said Chief Financial Officer Daniel Beck in a conference call with Bank of America analysts days ahead of Wednesday’s update.</p><p>The decline in deposits forced SVB to take drastic action. After Wednesday’s market close, SVB said it sold all of its $21 billion in securities classified as available for sale (AFS), a portfolio essentially comprised of U.S. Treasury and mortgage-backed securities. It said it suffered an after-tax loss of $1.8 billion, to be recorded in the first quarter of 2023, as a result. Prices of fixed-income securities such as MBS and Treasury debt fall as interest rates go up.</p><p>The company plans to reinvest the proceeds from the sale into shorter-term debt to take advantage of rising rates. SVB also said it would raise $2.25 billion, including $500 million from private-equity firm General Atlantic and offering $1.25 billion of convertible preferred and common stock to investors.</p><p>“The sale of substantially all of our AFS securities will enable us to increase our asset sensitivity, partially lock in funding costs, better insulate net interest income (NII) and net interest margin (NIM) from the impact of higher interest rates, and enhance profitability,” SVB said.</p><p>The sale of banks’ so-called AFS securities has been a risk lurking in the market since the Federal Reserve began its efforts to lift interest rates to tamp down on inflation last year. Rising inflation has forced clients to spend down their deposits—a low-cost source of funding for banks. As that dries up, banks are forced to turn to their securities portfolio to raise capital but with bond prices down, the banks are selling those securities at a loss.</p><p>With the broader market losing its interest in high-growth stocks, it was expected that some of those worries would transfer to the venture capital space. And that they did. “Concern over a slow-to-recover VC environment have kept us cautious on SIVB shares and potentially remains a headwind as rates stay elevated,” said D.A. Davidson analyst Gary Tenner. He rates the stock at Neutral and lowered his target for the price to $200 from $250.</p><p>The concerns should linger. Moody’s, for instance, downgraded SVB Financial Group (SVB) and its bank subsidiary, Silicon Valley Bank, Thursday and changed the outlook of its ratings to negative from stable.</p><p>“SVB’s balance sheet restructure repositions its balance sheet toward asset sensitive, which will benefit profitability at the cost of realized losses on sales of investments. Nonetheless, Moody’s does not expect the environment will</p><p>recover enough for SVB to materially improve its profitability, funding and liquidity, which prompted today’s action,” analysts at Moody’s wrote.</p><p>The fear is that other banks will face the same troubles, which explains Thursday’s selling in the industry. Banks take deposits, which they then use to make loans or buy securities. If their deposits were to fall, as SVB’s did, they would be forced to sell assets at a loss.</p><p>Some observers contend the worries are overblown. SVB had a singular funding base, which made life difficult for it when start-up companies ran out of easy cash. The country’s largest banks, though, have more diverse funding sources, which should help insulate them from SVB’s problems, according to Wells Fargo Securities analyst Mike Mayo,</p><p>“[The] ‘SIVB moment’ is not fully indicative of the industry but affects sentiment,” Mayo wrote Thursday.</p><p>Sometimes, though, sentiment is all that matters.</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>SVB Financial Realigns Portfolio—and Blows Up the Banking Sector</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\">\nSVB Financial Realigns Portfolio—and Blows Up the Banking Sector\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\">2023-03-10 11:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in deposits. The impact rippled through the banking sector, which many investors had assumed was largely insulated from recession worries and rising rates</p><p>SVB’s troubles came as the Silicon Valley-based lender was forced to sell securities to realign its portfolio in response to higher interest rates while it manages lower deposit levels from clients, many of which are in the venture capital arena and burning through cash.</p><p>SVB stock (ticker: SIVB) fell 60% to $106.04 on Thursday. The decline, the steepest among companies in the S&amp;P 500, was the largest percentage decrease ever. Shares kept sliding in after-hours trading, down another 22%.</p><p>The selloff caused traders to take a closer look at all bank stocks—particularly their deposits—causing the KBW Nasdaq Bank Index (BKX) to fall 7.7%, its worst showing since June 11, 2020, when it fell 9%.</p><p>SVB, parent of Silicon Valley Bank, enjoyed a bull run in 2021 as it lent to venture capitalist-backed start-ups in technology, life sciences and healthcare, and even Napa Valley wineries, in an era of low interest rates and easy money.</p><p>It’s fallen on hard times since then. SVB’s stock has dropped more than 80% from its record high in late 2021 as interest rates have increased, boosting the cost of the deposits the bank uses to fund loans. The company in its press release on Wednesday said its latest actions were partly due to expectations for a continued higher interest-rate environment and partly because deposit levels have declined.</p><p>Given the current volatile economic environment, venture-capital firms have been less willing to fund start-ups—a problem for SVB, which gets deposits from VC-backed start-ups that were earlier flush with cash. As of Feb. 28, SVB had client funds of $326 billion, a decline from $341 billion at the end of last year.</p><p>“What we learned over the last 12 to 24 months is that in a fast-paced rising rate environment, customer deposit dynamics are different than what we had expected,” said Chief Financial Officer Daniel Beck in a conference call with Bank of America analysts days ahead of Wednesday’s update.</p><p>The decline in deposits forced SVB to take drastic action. After Wednesday’s market close, SVB said it sold all of its $21 billion in securities classified as available for sale (AFS), a portfolio essentially comprised of U.S. Treasury and mortgage-backed securities. It said it suffered an after-tax loss of $1.8 billion, to be recorded in the first quarter of 2023, as a result. Prices of fixed-income securities such as MBS and Treasury debt fall as interest rates go up.</p><p>The company plans to reinvest the proceeds from the sale into shorter-term debt to take advantage of rising rates. SVB also said it would raise $2.25 billion, including $500 million from private-equity firm General Atlantic and offering $1.25 billion of convertible preferred and common stock to investors.</p><p>“The sale of substantially all of our AFS securities will enable us to increase our asset sensitivity, partially lock in funding costs, better insulate net interest income (NII) and net interest margin (NIM) from the impact of higher interest rates, and enhance profitability,” SVB said.</p><p>The sale of banks’ so-called AFS securities has been a risk lurking in the market since the Federal Reserve began its efforts to lift interest rates to tamp down on inflation last year. Rising inflation has forced clients to spend down their deposits—a low-cost source of funding for banks. As that dries up, banks are forced to turn to their securities portfolio to raise capital but with bond prices down, the banks are selling those securities at a loss.</p><p>With the broader market losing its interest in high-growth stocks, it was expected that some of those worries would transfer to the venture capital space. And that they did. “Concern over a slow-to-recover VC environment have kept us cautious on SIVB shares and potentially remains a headwind as rates stay elevated,” said D.A. Davidson analyst Gary Tenner. He rates the stock at Neutral and lowered his target for the price to $200 from $250.</p><p>The concerns should linger. Moody’s, for instance, downgraded SVB Financial Group (SVB) and its bank subsidiary, Silicon Valley Bank, Thursday and changed the outlook of its ratings to negative from stable.</p><p>“SVB’s balance sheet restructure repositions its balance sheet toward asset sensitive, which will benefit profitability at the cost of realized losses on sales of investments. Nonetheless, Moody’s does not expect the environment will</p><p>recover enough for SVB to materially improve its profitability, funding and liquidity, which prompted today’s action,” analysts at Moody’s wrote.</p><p>The fear is that other banks will face the same troubles, which explains Thursday’s selling in the industry. Banks take deposits, which they then use to make loans or buy securities. If their deposits were to fall, as SVB’s did, they would be forced to sell assets at a loss.</p><p>Some observers contend the worries are overblown. SVB had a singular funding base, which made life difficult for it when start-up companies ran out of easy cash. The country’s largest banks, though, have more diverse funding sources, which should help insulate them from SVB’s problems, according to Wells Fargo Securities analyst Mike Mayo,</p><p>“[The] ‘SIVB moment’ is not fully indicative of the industry but affects sentiment,” Mayo wrote Thursday.</p><p>Sometimes, though, sentiment is all that matters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","GS":"高盛","WFC":"富国银行","JPM":"摩根大通","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127882764","content_text":"SVB Financial Group stock plummeted Thursday after it sold assets for a loss following a decline in deposits. The impact rippled through the banking sector, which many investors had assumed was largely insulated from recession worries and rising ratesSVB’s troubles came as the Silicon Valley-based lender was forced to sell securities to realign its portfolio in response to higher interest rates while it manages lower deposit levels from clients, many of which are in the venture capital arena and burning through cash.SVB stock (ticker: SIVB) fell 60% to $106.04 on Thursday. The decline, the steepest among companies in the S&P 500, was the largest percentage decrease ever. Shares kept sliding in after-hours trading, down another 22%.The selloff caused traders to take a closer look at all bank stocks—particularly their deposits—causing the KBW Nasdaq Bank Index (BKX) to fall 7.7%, its worst showing since June 11, 2020, when it fell 9%.SVB, parent of Silicon Valley Bank, enjoyed a bull run in 2021 as it lent to venture capitalist-backed start-ups in technology, life sciences and healthcare, and even Napa Valley wineries, in an era of low interest rates and easy money.It’s fallen on hard times since then. SVB’s stock has dropped more than 80% from its record high in late 2021 as interest rates have increased, boosting the cost of the deposits the bank uses to fund loans. The company in its press release on Wednesday said its latest actions were partly due to expectations for a continued higher interest-rate environment and partly because deposit levels have declined.Given the current volatile economic environment, venture-capital firms have been less willing to fund start-ups—a problem for SVB, which gets deposits from VC-backed start-ups that were earlier flush with cash. As of Feb. 28, SVB had client funds of $326 billion, a decline from $341 billion at the end of last year.“What we learned over the last 12 to 24 months is that in a fast-paced rising rate environment, customer deposit dynamics are different than what we had expected,” said Chief Financial Officer Daniel Beck in a conference call with Bank of America analysts days ahead of Wednesday’s update.The decline in deposits forced SVB to take drastic action. After Wednesday’s market close, SVB said it sold all of its $21 billion in securities classified as available for sale (AFS), a portfolio essentially comprised of U.S. Treasury and mortgage-backed securities. It said it suffered an after-tax loss of $1.8 billion, to be recorded in the first quarter of 2023, as a result. Prices of fixed-income securities such as MBS and Treasury debt fall as interest rates go up.The company plans to reinvest the proceeds from the sale into shorter-term debt to take advantage of rising rates. SVB also said it would raise $2.25 billion, including $500 million from private-equity firm General Atlantic and offering $1.25 billion of convertible preferred and common stock to investors.“The sale of substantially all of our AFS securities will enable us to increase our asset sensitivity, partially lock in funding costs, better insulate net interest income (NII) and net interest margin (NIM) from the impact of higher interest rates, and enhance profitability,” SVB said.The sale of banks’ so-called AFS securities has been a risk lurking in the market since the Federal Reserve began its efforts to lift interest rates to tamp down on inflation last year. Rising inflation has forced clients to spend down their deposits—a low-cost source of funding for banks. As that dries up, banks are forced to turn to their securities portfolio to raise capital but with bond prices down, the banks are selling those securities at a loss.With the broader market losing its interest in high-growth stocks, it was expected that some of those worries would transfer to the venture capital space. And that they did. “Concern over a slow-to-recover VC environment have kept us cautious on SIVB shares and potentially remains a headwind as rates stay elevated,” said D.A. Davidson analyst Gary Tenner. He rates the stock at Neutral and lowered his target for the price to $200 from $250.The concerns should linger. Moody’s, for instance, downgraded SVB Financial Group (SVB) and its bank subsidiary, Silicon Valley Bank, Thursday and changed the outlook of its ratings to negative from stable.“SVB’s balance sheet restructure repositions its balance sheet toward asset sensitive, which will benefit profitability at the cost of realized losses on sales of investments. Nonetheless, Moody’s does not expect the environment willrecover enough for SVB to materially improve its profitability, funding and liquidity, which prompted today’s action,” analysts at Moody’s wrote.The fear is that other banks will face the same troubles, which explains Thursday’s selling in the industry. Banks take deposits, which they then use to make loans or buy securities. If their deposits were to fall, as SVB’s did, they would be forced to sell assets at a loss.Some observers contend the worries are overblown. SVB had a singular funding base, which made life difficult for it when start-up companies ran out of easy cash. The country’s largest banks, though, have more diverse funding sources, which should help insulate them from SVB’s problems, according to Wells Fargo Securities analyst Mike Mayo,“[The] ‘SIVB moment’ is not fully indicative of the industry but affects sentiment,” Mayo wrote Thursday.Sometimes, though, sentiment is all that matters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949373449,"gmtCreate":1678404969682,"gmtModify":1678404972544,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"means what ?","listText":"means what ?","text":"means what ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949373449","repostId":"2318821039","repostType":2,"repost":{"id":"2318821039","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":1678402054,"share":"https://ttm.financial/m/news/2318821039?lang=&edition=fundamental","pubTime":"2023-03-10 06:47","market":"us","language":"en","title":"Silicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn","url":"https://stock-news.laohu8.com/highlight/detail?id=2318821039","media":"Reuters","summary":"March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the le","content":"<html><head></head><body><p>March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the lender launched a $1.75 billion share sale to shore up its balance sheet and navigate declining deposits from startups struggling for funds amid increased spending.</p><p>The shares posted their biggest loss in 25 years as the bank said venture capital funding could remain constrained in the near term, while Chief Executive Greg Becker said cash burn by clients increased in February.</p><p>Becker has been calling clients to assure them that their money with the bank is safe, according to two people familiar with the matter. Some startups have been advising their founders to pull out their money from SVB as a precautionary measure, the sources added.</p><p>A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022.</p><p>&#34;While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted,&#34; Becker said in a letter to investors.</p><p>The funding winter is a fallout of a relentless increase in borrowing costs by the Federal Reserve over the last year as well as elevated inflation.</p><p>At one point during trading on Thursday SVB&#39;s stock fell almost 63%, hitting its lowest level since August 2016, after the lender slashed its 2023 outlook and launched the share sale.</p><p>The SVB turmoil raised investors&#39; concerns about broader risks in the sector.</p><p>Shares of First Republic, a San Fransisco-based bank, sank more than 16.5% after hitting its lowest level since October 2020, becoming the second-biggest decliner in the S&amp;P 500 index. Zion Bancorp dropped more than 12% and the SPDR S&amp;P regional banking ETF slid 8% after hitting its lowest point since January 2021.</p><p>Major U.S. banks were also hit, with Wells Fargo &amp; Co down 6%, JPMorgan Chase &amp; Co down 5.4%, Bank of America Corp 6% lower and Citigroup Inc 4% lower.</p><p>Thursday&#39;s slump evaporated over $80 billion in stock market value from the 18 banks making up the S&amp;P 500 banks index, including a $22 billion drop in the value of JPMorgan.</p><p>In a separate deal, SVB said private equity firm General Atlantic will buy $500 million worth of its shares.</p><p>Meanwhile, ratings agency Moody&#39;s downgraded the bank&#39;s long-term local currency bank deposit.</p><p>Natalie Trevithick, head of investment grade credit strategy at investment adviser Payden &amp; Rygel, said the bank&#39;s bonds were not doing as poorly as the equity.</p><p>&#34;Future performance is going to be news dependent but I don&#39;t expect them to properly recover in the near term. It&#39;s not quite cheap enough for a lot of buy-the-dip people to come back in,&#34; Trevithick said.</p><p>Despite the latest concerns, analysts at brokerage firm Wedbush Securities said the bank had received significant proceeds from selling securities and raising capital.</p><p>&#34;We do not believe that SIVB is in a liquidity crisis,&#34; Wedbush analyst David Chiaverini said in a report, referring to the company&#39;s trading symbol.</p><p>California-based SVB has sold $21 billion of its securities portfolio, which would result in an after-tax loss of $1.8 billion in the first quarter.</p><p>Funds raised from the sale will be re-invested in shorter-term debt and the bank will double its term borrowing to $30 billion.</p><p>&#34;We are taking these actions because we expect continued higher interest rates, pressured public and private markets, and elevated cash burn levels from our clients,&#34; Becker said.</p><p>&#34;When we see a return to balance between venture investment and cash burn – we will be well positioned to accelerate growth and profitability,&#34; he said, noting SVB is &#34;well capitalized&#34;.</p><p>The bank also forecast a &#34;mid-thirties&#34; percentage decline in net interest income this year, larger than the &#34;high teens&#34; drop it forecast seven weeks earlier.</p><p>Bank stocks remained under pressure from &#34;risk-off sentiment&#34; and questions about systemic risks to the industry, said John Luke Tyner, a fixed income analyst at Aptus Capital Advisors in Fairhope, Alabama.</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>Silicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn</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\">\nSilicon Valley Bank Shares Plunge on Stock-Sale Plan to Stem Cash Burn\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\">2023-03-10 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the lender launched a $1.75 billion share sale to shore up its balance sheet and navigate declining deposits from startups struggling for funds amid increased spending.</p><p>The shares posted their biggest loss in 25 years as the bank said venture capital funding could remain constrained in the near term, while Chief Executive Greg Becker said cash burn by clients increased in February.</p><p>Becker has been calling clients to assure them that their money with the bank is safe, according to two people familiar with the matter. Some startups have been advising their founders to pull out their money from SVB as a precautionary measure, the sources added.</p><p>A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022.</p><p>&#34;While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted,&#34; Becker said in a letter to investors.</p><p>The funding winter is a fallout of a relentless increase in borrowing costs by the Federal Reserve over the last year as well as elevated inflation.</p><p>At one point during trading on Thursday SVB&#39;s stock fell almost 63%, hitting its lowest level since August 2016, after the lender slashed its 2023 outlook and launched the share sale.</p><p>The SVB turmoil raised investors&#39; concerns about broader risks in the sector.</p><p>Shares of First Republic, a San Fransisco-based bank, sank more than 16.5% after hitting its lowest level since October 2020, becoming the second-biggest decliner in the S&amp;P 500 index. Zion Bancorp dropped more than 12% and the SPDR S&amp;P regional banking ETF slid 8% after hitting its lowest point since January 2021.</p><p>Major U.S. banks were also hit, with Wells Fargo &amp; Co down 6%, JPMorgan Chase &amp; Co down 5.4%, Bank of America Corp 6% lower and Citigroup Inc 4% lower.</p><p>Thursday&#39;s slump evaporated over $80 billion in stock market value from the 18 banks making up the S&amp;P 500 banks index, including a $22 billion drop in the value of JPMorgan.</p><p>In a separate deal, SVB said private equity firm General Atlantic will buy $500 million worth of its shares.</p><p>Meanwhile, ratings agency Moody&#39;s downgraded the bank&#39;s long-term local currency bank deposit.</p><p>Natalie Trevithick, head of investment grade credit strategy at investment adviser Payden &amp; Rygel, said the bank&#39;s bonds were not doing as poorly as the equity.</p><p>&#34;Future performance is going to be news dependent but I don&#39;t expect them to properly recover in the near term. It&#39;s not quite cheap enough for a lot of buy-the-dip people to come back in,&#34; Trevithick said.</p><p>Despite the latest concerns, analysts at brokerage firm Wedbush Securities said the bank had received significant proceeds from selling securities and raising capital.</p><p>&#34;We do not believe that SIVB is in a liquidity crisis,&#34; Wedbush analyst David Chiaverini said in a report, referring to the company&#39;s trading symbol.</p><p>California-based SVB has sold $21 billion of its securities portfolio, which would result in an after-tax loss of $1.8 billion in the first quarter.</p><p>Funds raised from the sale will be re-invested in shorter-term debt and the bank will double its term borrowing to $30 billion.</p><p>&#34;We are taking these actions because we expect continued higher interest rates, pressured public and private markets, and elevated cash burn levels from our clients,&#34; Becker said.</p><p>&#34;When we see a return to balance between venture investment and cash burn – we will be well positioned to accelerate growth and profitability,&#34; he said, noting SVB is &#34;well capitalized&#34;.</p><p>The bank also forecast a &#34;mid-thirties&#34; percentage decline in net interest income this year, larger than the &#34;high teens&#34; drop it forecast seven weeks earlier.</p><p>Bank stocks remained under pressure from &#34;risk-off sentiment&#34; and questions about systemic risks to the industry, said John Luke Tyner, a fixed income analyst at Aptus Capital Advisors in Fairhope, Alabama.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318821039","content_text":"March 9 (Reuters) - SVB Financial Group shares plunged more than 60% on Thursday, a day after the lender launched a $1.75 billion share sale to shore up its balance sheet and navigate declining deposits from startups struggling for funds amid increased spending.The shares posted their biggest loss in 25 years as the bank said venture capital funding could remain constrained in the near term, while Chief Executive Greg Becker said cash burn by clients increased in February.Becker has been calling clients to assure them that their money with the bank is safe, according to two people familiar with the matter. Some startups have been advising their founders to pull out their money from SVB as a precautionary measure, the sources added.A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022.\"While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted,\" Becker said in a letter to investors.The funding winter is a fallout of a relentless increase in borrowing costs by the Federal Reserve over the last year as well as elevated inflation.At one point during trading on Thursday SVB's stock fell almost 63%, hitting its lowest level since August 2016, after the lender slashed its 2023 outlook and launched the share sale.The SVB turmoil raised investors' concerns about broader risks in the sector.Shares of First Republic, a San Fransisco-based bank, sank more than 16.5% after hitting its lowest level since October 2020, becoming the second-biggest decliner in the S&P 500 index. Zion Bancorp dropped more than 12% and the SPDR S&P regional banking ETF slid 8% after hitting its lowest point since January 2021.Major U.S. banks were also hit, with Wells Fargo & Co down 6%, JPMorgan Chase & Co down 5.4%, Bank of America Corp 6% lower and Citigroup Inc 4% lower.Thursday's slump evaporated over $80 billion in stock market value from the 18 banks making up the S&P 500 banks index, including a $22 billion drop in the value of JPMorgan.In a separate deal, SVB said private equity firm General Atlantic will buy $500 million worth of its shares.Meanwhile, ratings agency Moody's downgraded the bank's long-term local currency bank deposit.Natalie Trevithick, head of investment grade credit strategy at investment adviser Payden & Rygel, said the bank's bonds were not doing as poorly as the equity.\"Future performance is going to be news dependent but I don't expect them to properly recover in the near term. It's not quite cheap enough for a lot of buy-the-dip people to come back in,\" Trevithick said.Despite the latest concerns, analysts at brokerage firm Wedbush Securities said the bank had received significant proceeds from selling securities and raising capital.\"We do not believe that SIVB is in a liquidity crisis,\" Wedbush analyst David Chiaverini said in a report, referring to the company's trading symbol.California-based SVB has sold $21 billion of its securities portfolio, which would result in an after-tax loss of $1.8 billion in the first quarter.Funds raised from the sale will be re-invested in shorter-term debt and the bank will double its term borrowing to $30 billion.\"We are taking these actions because we expect continued higher interest rates, pressured public and private markets, and elevated cash burn levels from our clients,\" Becker said.\"When we see a return to balance between venture investment and cash burn – we will be well positioned to accelerate growth and profitability,\" he said, noting SVB is \"well capitalized\".The bank also forecast a \"mid-thirties\" percentage decline in net interest income this year, larger than the \"high teens\" drop it forecast seven weeks earlier.Bank stocks remained under pressure from \"risk-off sentiment\" and questions about systemic risks to the industry, said John Luke Tyner, a fixed income analyst at Aptus Capital Advisors in Fairhope, Alabama.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969913505,"gmtCreate":1668313696507,"gmtModify":1676538040517,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Whehejsjslsksjej","listText":"Whehejsjslsksjej","text":"Whehejsjslsksjej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969913505","repostId":"9960294240","repostType":1,"repost":{"id":9960294240,"gmtCreate":1668163951381,"gmtModify":1676538023230,"author":{"id":"4115188532413322","authorId":"4115188532413322","name":"Tiger_Wealth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115188532413322","idStr":"4115188532413322"},"themes":[],"title":"Follow the November Fed meeting playbook","htmlText":"Beware of a potential risk-off move As I rightly anticipated, US October CPI came in below market expectations. October US CPI rose 7.7%, below estimates of 8.0%. Core CPI advanced 0.3% for the month, below estimates of 0.5%. On an annual basis, core CPI increased 6.3%, below expectations of 6.5%. The soft inflation figures sparked a strong rally in risk assets. The Nasdaq 100 Index had its best day since April 2020 with a jump of 7.5%. Treasury yields plunged with the 10-year yield declining 0.3% to 3.82%, below the critical 4% level. Here are my insights: The Good, Bad and the Ugly of October CPI Follow the November Fed meeting playbook The Good, Bad and the Ugly of October CPI The Good&nbsp; Not only did both CPI and core CPI came in below expectations, but the October CPI is even belo","listText":"Beware of a potential risk-off move As I rightly anticipated, US October CPI came in below market expectations. October US CPI rose 7.7%, below estimates of 8.0%. Core CPI advanced 0.3% for the month, below estimates of 0.5%. On an annual basis, core CPI increased 6.3%, below expectations of 6.5%. The soft inflation figures sparked a strong rally in risk assets. The Nasdaq 100 Index had its best day since April 2020 with a jump of 7.5%. Treasury yields plunged with the 10-year yield declining 0.3% to 3.82%, below the critical 4% level. Here are my insights: The Good, Bad and the Ugly of October CPI Follow the November Fed meeting playbook The Good, Bad and the Ugly of October CPI The Good&nbsp; Not only did both CPI and core CPI came in below expectations, but the October CPI is even belo","text":"Beware of a potential risk-off move As I rightly anticipated, US October CPI came in below market expectations. October US CPI rose 7.7%, below estimates of 8.0%. Core CPI advanced 0.3% for the month, below estimates of 0.5%. On an annual basis, core CPI increased 6.3%, below expectations of 6.5%. The soft inflation figures sparked a strong rally in risk assets. The Nasdaq 100 Index had its best day since April 2020 with a jump of 7.5%. Treasury yields plunged with the 10-year yield declining 0.3% to 3.82%, below the critical 4% level. Here are my insights: The Good, Bad and the Ugly of October CPI Follow the November Fed meeting playbook The Good, Bad and the Ugly of October CPI The Good Not only did both CPI and core CPI came in below expectations, but the October CPI is even belo","images":[{"img":"https://community-static.tradeup.com/news/967935d9266dccd7fb7f86bec63d8da5","width":"632","height":"354"},{"img":"https://community-static.tradeup.com/news/62f9f82fc011d1d31bd49112ec9e31ed","width":"632","height":"351"},{"img":"https://community-static.tradeup.com/news/a731c1b116e9fa00606cb9b984daf536","width":"632","height":"345"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960294240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969935189,"gmtCreate":1668312557542,"gmtModify":1676538040371,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969935189","repostId":"1190456060","repostType":2,"repost":{"id":"1190456060","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Bear Market Rally Or A Major Bottom?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987785306,"gmtCreate":1667997110806,"gmtModify":1676537996124,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Rated \"F\"&nbsp;","listText":"Rated \"F\"&nbsp;","text":"Rated \"F\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987785306","repostId":"1179891427","repostType":2,"repost":{"id":"1179891427","pubTimestamp":1667995958,"share":"https://ttm.financial/m/news/1179891427?lang=&edition=fundamental","pubTime":"2022-11-09 20:12","market":"us","language":"en","title":"Buy the META Stock Dip? Not So Fast!","url":"https://stock-news.laohu8.com/highlight/detail?id=1179891427","media":"InvestorPlace","summary":"Falling to new lows after its latest earnings report, value investors are again trying to call a bot","content":"<html><head></head><body><ul><li>Falling to new lows after its latest earnings report, value investors are again trying to call a bottom in <b>Meta Platforms</b>(<b>META</b>) stock.</li><li>But even as the Facebook parent appears cheap based on recent earnings, current plans to ramp up metaverse expenditures mean great uncertainty when it comes to future results.</li><li>Unless one important change happens, shares will likely continue to flounder, underperforming even other headwind-facing big tech stocks.</li></ul><p>Tumbling yet again after a poorly-received earnings report, value investors are again arguing that <b>Meta Platforms</b>(NASDAQ: <b>META</b>) is severely undervalued, and a screaming buy at current prices. Sure, on the surface, META stock appears dirt cheap.</p><p>After falling nearly 72.5% over the past year, shares in the tech giant, parent company of popular social media platforms like Facebook, Instagram and WhatsApp, trade for only 9.2 times earnings. That’s an extremely low valuation for a tech stock, and a multiple far lower than that of the S&amp;P 500, which has a price-to-earnings (or P/E) ratio of19.8.</p><p>But before you follow the value crowd’s lead and snap up META hand-over-fist, keep in mind that there’s a good reason why Wall Street has devalued the stock to such a severe degree.</p><p>Barring a major change, it’s best to stay on the sidelines.</p><p><b>Why META Stock Trades so Low</b></p><p>Meta Platforms is not the only big tech stock to sustain high losses over the past twelve months. Macro factors have knocked mega-cap tech stocks substantially lower since November 2021.</p><p>However, compared to peers, META stock has experienced the most severe drop in price. Like similar names, shares have been affected by spiking interest rates. Higher interest rates have resulted in material multiple compression among mega-cap tech stocks. The stock has also been affected by growing recession fears.</p><p>The recent economic slowdown has already had an impact on Meta’s advertising-dependent revenue model. Last quarter, revenue fell4%year-over-year. The softening of digital ad demand could get even worse if there’s a recession in 2023. However, alongside these challenges, there’s another massive uncertainty with this stock in play.</p><p>That would be CEO Mark Zuckerberg’s willingness to “bet the ranch” on the metaverse. Besides changing the corporate name from Facebook Inc. to Meta Platforms, Zuckerberg continues to ramp up the company’s metaverse-related growth expenditures.</p><p>This has played a big role in Meta’s nearly 50% earnings decline last quarter. An additional increase in metaverse spending stands to remain a drag on both operating and stock price performance.</p><p><b>What Could (Potentially) Change the Story</b></p><p>With more of the details in mind, you can’t deny META stock is cheap for a reason. Assuming the company’s metaverse spending trends continue, to say this stock is trading for only a single-digit earnings multiple is a misleading statement.</p><p>Over the next few quarters, the economic downturn may continue to affect Meta’s top-line. Coupled with rising operating costs from the metaverse wager, there’s a good chance earnings per share (or EPS) will drop in 2023. At least, that’s the view of sell-side analysts.</p><p>The average forecast for Meta’s 2023 EPS is currently$7.72. The lowest estimate calls for EPS of $4.96, which perhaps suggests META stock trades for fair value at present.</p><p>Having said all of this, there’s one thing that could happen, which would remove much of Meta Platforms’ high uncertainty, and make it a more worthy investment opportunity: Zuckerberg changing his tune regarding the metaverse wager.</p><p>Of course, the Meta CEO holds majority voting control of Meta. Zuckerberg isn’t at risk of being forced out by, say, an activist investor. It’s speculative to assume that he will cave into shareholder demands to implement cost and capital spending reductions greater than those currently planned.</p><p><b>The Verdict on META Stock</b></p><p>As I’ve argued previously,if you’re bullish on the metaverse trend, there may be merit in entering a small, speculative position in Meta Platforms. If you are considering it as a value play, however, you may want to think otherwise.</p><p>Don’t let META’s current low P/E multiple fool you. Earnings are extremely likely to drop in the coming year. Shares aren’t as cheap as they seem at first glance. In fact, they could get cheaper.</p><p>It all depends on how the above-mentioned factors (economic changes, the company’s metaverse spending), as well as other factors like competition from rival platforms like <b>TikTok</b>, play out from here.</p><p>Unless Zuckerberg begins scaling back the company’s metaverse plans, shares will likely continue to flounder. Instead of falling for this likely value trap, skip out on META stock instead.</p><p>META stock earns an “F” rating in <i>Portfolio Grader</i>.</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>Buy the META Stock Dip? Not So Fast!</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\">\nBuy the META Stock Dip? Not So Fast!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 20:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/meta-stock-buy-the-dip-not-so-fast/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Falling to new lows after its latest earnings report, value investors are again trying to call a bottom in Meta Platforms(META) stock.But even as the Facebook parent appears cheap based on recent ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/meta-stock-buy-the-dip-not-so-fast/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://investorplace.com/market360/2022/11/meta-stock-buy-the-dip-not-so-fast/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179891427","content_text":"Falling to new lows after its latest earnings report, value investors are again trying to call a bottom in Meta Platforms(META) stock.But even as the Facebook parent appears cheap based on recent earnings, current plans to ramp up metaverse expenditures mean great uncertainty when it comes to future results.Unless one important change happens, shares will likely continue to flounder, underperforming even other headwind-facing big tech stocks.Tumbling yet again after a poorly-received earnings report, value investors are again arguing that Meta Platforms(NASDAQ: META) is severely undervalued, and a screaming buy at current prices. Sure, on the surface, META stock appears dirt cheap.After falling nearly 72.5% over the past year, shares in the tech giant, parent company of popular social media platforms like Facebook, Instagram and WhatsApp, trade for only 9.2 times earnings. That’s an extremely low valuation for a tech stock, and a multiple far lower than that of the S&P 500, which has a price-to-earnings (or P/E) ratio of19.8.But before you follow the value crowd’s lead and snap up META hand-over-fist, keep in mind that there’s a good reason why Wall Street has devalued the stock to such a severe degree.Barring a major change, it’s best to stay on the sidelines.Why META Stock Trades so LowMeta Platforms is not the only big tech stock to sustain high losses over the past twelve months. Macro factors have knocked mega-cap tech stocks substantially lower since November 2021.However, compared to peers, META stock has experienced the most severe drop in price. Like similar names, shares have been affected by spiking interest rates. Higher interest rates have resulted in material multiple compression among mega-cap tech stocks. The stock has also been affected by growing recession fears.The recent economic slowdown has already had an impact on Meta’s advertising-dependent revenue model. Last quarter, revenue fell4%year-over-year. The softening of digital ad demand could get even worse if there’s a recession in 2023. However, alongside these challenges, there’s another massive uncertainty with this stock in play.That would be CEO Mark Zuckerberg’s willingness to “bet the ranch” on the metaverse. Besides changing the corporate name from Facebook Inc. to Meta Platforms, Zuckerberg continues to ramp up the company’s metaverse-related growth expenditures.This has played a big role in Meta’s nearly 50% earnings decline last quarter. An additional increase in metaverse spending stands to remain a drag on both operating and stock price performance.What Could (Potentially) Change the StoryWith more of the details in mind, you can’t deny META stock is cheap for a reason. Assuming the company’s metaverse spending trends continue, to say this stock is trading for only a single-digit earnings multiple is a misleading statement.Over the next few quarters, the economic downturn may continue to affect Meta’s top-line. Coupled with rising operating costs from the metaverse wager, there’s a good chance earnings per share (or EPS) will drop in 2023. At least, that’s the view of sell-side analysts.The average forecast for Meta’s 2023 EPS is currently$7.72. The lowest estimate calls for EPS of $4.96, which perhaps suggests META stock trades for fair value at present.Having said all of this, there’s one thing that could happen, which would remove much of Meta Platforms’ high uncertainty, and make it a more worthy investment opportunity: Zuckerberg changing his tune regarding the metaverse wager.Of course, the Meta CEO holds majority voting control of Meta. Zuckerberg isn’t at risk of being forced out by, say, an activist investor. It’s speculative to assume that he will cave into shareholder demands to implement cost and capital spending reductions greater than those currently planned.The Verdict on META StockAs I’ve argued previously,if you’re bullish on the metaverse trend, there may be merit in entering a small, speculative position in Meta Platforms. If you are considering it as a value play, however, you may want to think otherwise.Don’t let META’s current low P/E multiple fool you. Earnings are extremely likely to drop in the coming year. Shares aren’t as cheap as they seem at first glance. In fact, they could get cheaper.It all depends on how the above-mentioned factors (economic changes, the company’s metaverse spending), as well as other factors like competition from rival platforms like TikTok, play out from here.Unless Zuckerberg begins scaling back the company’s metaverse plans, shares will likely continue to flounder. Instead of falling for this likely value trap, skip out on META stock instead.META stock earns an “F” rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987350875,"gmtCreate":1667829691297,"gmtModify":1676537970621,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Clothing&nbsp;","listText":"Clothing&nbsp;","text":"Clothing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987350875","repostId":"2281761710","repostType":2,"repost":{"id":"2281761710","pubTimestamp":1667739617,"share":"https://ttm.financial/m/news/2281761710?lang=&edition=fundamental","pubTime":"2022-11-06 21:00","market":"sg","language":"en","title":"Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”","url":"https://stock-news.laohu8.com/highlight/detail?id=2281761710","media":"WSJ:","summary":"Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori under","content":"<div>\n<p>Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”</p>\n\n<a href=\"https://t.co/D0ZI7jpaB4\">Web Link</a>\n\n</div>\n","source":"redbox_twitter","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>Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”</title>\n<style 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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\">\nMany people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-06 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://t.co/D0ZI7jpaB4><strong>WSJ:</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”</p>\n\n<a href=\"https://t.co/D0ZI7jpaB4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","BK4202":"服装、服饰与奢侈品","BK4504":"桥水持仓"},"source_url":"https://t.co/D0ZI7jpaB4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281761710","content_text":"Many people are skipping the splurge and swapping everything from Lululemon leggings to Natori underwear for cheaper alternatives: “A $12 bra is good enough.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984279011,"gmtCreate":1667666682433,"gmtModify":1676537949969,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Summary&nbsp;","listText":"Summary&nbsp;","text":"Summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984279011","repostId":"1163997587","repostType":2,"repost":{"id":"1163997587","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":1667573532,"share":"https://ttm.financial/m/news/1163997587?lang=&edition=fundamental","pubTime":"2022-11-04 22:52","market":"us","language":"en","title":"Top Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1163997587","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Bank of America reiterates Roblox as buyBank of Ameri","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h3>Bank of America reiterates Roblox as buy</h3><p>Bank of America said it’s standing by shares of the stock heading into earnings next week.</p><blockquote>“Moreover, RBLX January investor letter indicated that exit growth rates in ’22 would be good indicators of 2023 growth, suggesting lower volatility in buyside expectations soon.”</blockquote><h3>JPMorgan downgrades Funko to neutral from overweight</h3><p>JPMorgan downgraded the pop culture toy company, noting it sees too much uncertainty.</p><blockquote>“FNKO reported a disappointing 3Q with EPS of $0.28, well below the Street’s $0.52, with upside to sales more than offset by a gross margin miss and higher SG&amp;A.”</blockquote><h3>JPMorgan downgrades GoPro to neutral from overweight</h3><p>JPMorgan said it’s concerned about a “tough macro backdrop.”</p><blockquote>“GoPro posted 3Q22 results slightly ahead of expectations though 4Q guide missed materially, driven by FX, and reduction in inventories at big box retailers.”</blockquote><h3>HSBC upgrades Altice USA to buy from hold</h3><p>HSBC upgraded the cable company mainly on valuation.</p><blockquote>“ATUS faces strong competition from other fibre telcos and fixed wireless access (FWA) substitution.”</blockquote><h3>Piper Sandler downgrades Atlassian to neutral from overweight</h3><p>Piper said it sees a slowdown in subscription billings for the software developer.</p><blockquote>“Atlassianis choosing to invest behind the business still, which is taking margins and cash flow estimates lower again. While this is good for the long-term of the benefit, near-to-medium-term, it presents challenges for investors.”</blockquote><h3>Piper Sandler upgrades Arista Networks to overweight from neutral</h3><p>Piper said it’s getting more constructive on the networking company after its analyst day and earnings report.</p><blockquote>“While there have been positive ‘breadcrumbs’ along the way, and we’re admittedly slightly late, following the event, we are more confident inArista’svisibility and sustainable growth trajectory and are upgrading to Overweight from Neutral and increasing PT to $164.”</blockquote><h3>UBS downgrades Teva to sell from neutral</h3><p>UBS said it’s concerned about lingering litigation for the pharmaceutical company.</p><blockquote>“We downgradeTEVAstock to Sell as we expect significant downside to near-term consensus estimates and expect a phase of uncertainty as the company experiences a transition in leadership, while litigation risk persists.”</blockquote><h3>Wells Fargo reiterates Home Depot and Lowe’s as overweight</h3><p>Wells said it sees an attractive risk/reward outlook heading into the home improvement retailer’s earnings.</p><blockquote>“HD/LOW’sQ3 results are around the corner &amp; we see intriguing LT risk-reward, as: 1)housing market sentiment is toxic, and shares are priced for downward revisions that we don’t expect to materialize; and 2) Q3 earnings season (thus far) is rewarding quality prints that show resilience despite well expected FY23 pressures.”</blockquote><h3>BTIG initiates WeWork as buy</h3><p>BTIG said it sees “opportunity” as corporation work to figure out their long-term real estate strategies.</p><blockquote>“We are incrementally more convicted that this uncertainty could persist for years, not quarters, and that employers will continue to prioritize flexibility as they seek to determine when, where, and how their employees will utilize office space going forward.”</blockquote><h3>Cowen downgrades Twilio to market perform from outperform</h3><p>Cowen said in its downgrade of the communication tools company that it sees deteriorating macro trends.</p><blockquote>“TWLOis feeling acute pressure from a worsening macro, causing a significant cut to the growth outlook.”</blockquote><h3>Goldman Sachs upgrades Restaurant Brands to neutral from sell</h3><p>Goldman upgraded the owner of Burger King and said it sees “improving trends.”</p><blockquote>“We are upgrading shares ofQSRto Neutral (from Sell) as we see improving trends in the Tim Horton’s Canada business supported by both re-opening trends and strategic initiatives that seem to be driving momentum ahead of the macro, and are encouraged by the SSS momentum in the BK/PLK international businesses.”</blockquote><h3>Bank of America reiterates Krispy Kreme as buy</h3><p>Bank of America said “brand health is strong but FX, UK, promos weigh,” heading intoKrispy Kremeearnings Nov. 15.</p><blockquote>“We expect FX headwinds at the high end of guidance ($10-12mm impact for the year), exacerbated by lower sales growth in the UK as record heat waves, and inflation dampen demand.”</blockquote><h3>Wells Fargo reiterates Bank of America as a top pick</h3><p>Wells said it has greater conviction in shares of Bank of America after a meeting with company executives.</p><blockquote>“To us,BACis hitting the sweet spot for its positioning over the past 1, 5, and 10 years. Buy.”</blockquote><h3>Morgan Stanley reiterates Walmart as overweight</h3><p>Morgan Stanley said it likes Walmart’s defensive positioning.</p><blockquote>“We prefer defensive positioned retailersWMT,DG &amp; AZO, and service-oriented DRVN. While valuations of the more cyclical names in our sector are optically attractive, we think ’23 EPS estimates are too high for many of them.”</blockquote><h3>Argus names Boeing a deep value idea</h3><p>Argus said cash flow atBoeingis improving.</p><blockquote>“The shares remain more than 60% below their all-time high as the company weathers the coronavirus crisis and its own internal problems.”</blockquote><h3>Cowen reiterates Coinbase as outperform</h3><p>Cowen said it’s standing by shares of Coinbase after its earnings report on Thursday, noting that “liquidity and expense management remain solid.”</p><blockquote>“Positive catalysts remain amid trading doldrums, including U.S. derivatives launch, regulatory clarity, and growing S&amp;S revenues that hold less direct correlation to crypto prices/volatility.”</blockquote><h3>Citi upgrades Penumbra to buy from hold</h3><p>Citi said investors should buy the dip in the medical device company.</p><blockquote>“PEN’s3Q22 results were marginally better than expectations, with revenue of $213.7M surpassing consensus’s $212.3M, and expense management delivering an operating profit of $7.8M versus $1.5M.”</blockquote><h3>Jefferies reiterates Topgolf Callaway Brands as buy</h3><p>Jefferies said it sees 200% upside in shares of the golf company.</p><blockquote>“MODGis a beat &amp; raise and record results story on repeat. Mgmt has proven itself and this is a compelling ecosystem with balanced growth, strong and rising margins, and an accelerating cash flow.”</blockquote></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>Top Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Coinbase, Boeing, Roblox, WeWork And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-04 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h3>Bank of America reiterates Roblox as buy</h3><p>Bank of America said it’s standing by shares of the stock heading into earnings next week.</p><blockquote>“Moreover, RBLX January investor letter indicated that exit growth rates in ’22 would be good indicators of 2023 growth, suggesting lower volatility in buyside expectations soon.”</blockquote><h3>JPMorgan downgrades Funko to neutral from overweight</h3><p>JPMorgan downgraded the pop culture toy company, noting it sees too much uncertainty.</p><blockquote>“FNKO reported a disappointing 3Q with EPS of $0.28, well below the Street’s $0.52, with upside to sales more than offset by a gross margin miss and higher SG&amp;A.”</blockquote><h3>JPMorgan downgrades GoPro to neutral from overweight</h3><p>JPMorgan said it’s concerned about a “tough macro backdrop.”</p><blockquote>“GoPro posted 3Q22 results slightly ahead of expectations though 4Q guide missed materially, driven by FX, and reduction in inventories at big box retailers.”</blockquote><h3>HSBC upgrades Altice USA to buy from hold</h3><p>HSBC upgraded the cable company mainly on valuation.</p><blockquote>“ATUS faces strong competition from other fibre telcos and fixed wireless access (FWA) substitution.”</blockquote><h3>Piper Sandler downgrades Atlassian to neutral from overweight</h3><p>Piper said it sees a slowdown in subscription billings for the software developer.</p><blockquote>“Atlassianis choosing to invest behind the business still, which is taking margins and cash flow estimates lower again. While this is good for the long-term of the benefit, near-to-medium-term, it presents challenges for investors.”</blockquote><h3>Piper Sandler upgrades Arista Networks to overweight from neutral</h3><p>Piper said it’s getting more constructive on the networking company after its analyst day and earnings report.</p><blockquote>“While there have been positive ‘breadcrumbs’ along the way, and we’re admittedly slightly late, following the event, we are more confident inArista’svisibility and sustainable growth trajectory and are upgrading to Overweight from Neutral and increasing PT to $164.”</blockquote><h3>UBS downgrades Teva to sell from neutral</h3><p>UBS said it’s concerned about lingering litigation for the pharmaceutical company.</p><blockquote>“We downgradeTEVAstock to Sell as we expect significant downside to near-term consensus estimates and expect a phase of uncertainty as the company experiences a transition in leadership, while litigation risk persists.”</blockquote><h3>Wells Fargo reiterates Home Depot and Lowe’s as overweight</h3><p>Wells said it sees an attractive risk/reward outlook heading into the home improvement retailer’s earnings.</p><blockquote>“HD/LOW’sQ3 results are around the corner &amp; we see intriguing LT risk-reward, as: 1)housing market sentiment is toxic, and shares are priced for downward revisions that we don’t expect to materialize; and 2) Q3 earnings season (thus far) is rewarding quality prints that show resilience despite well expected FY23 pressures.”</blockquote><h3>BTIG initiates WeWork as buy</h3><p>BTIG said it sees “opportunity” as corporation work to figure out their long-term real estate strategies.</p><blockquote>“We are incrementally more convicted that this uncertainty could persist for years, not quarters, and that employers will continue to prioritize flexibility as they seek to determine when, where, and how their employees will utilize office space going forward.”</blockquote><h3>Cowen downgrades Twilio to market perform from outperform</h3><p>Cowen said in its downgrade of the communication tools company that it sees deteriorating macro trends.</p><blockquote>“TWLOis feeling acute pressure from a worsening macro, causing a significant cut to the growth outlook.”</blockquote><h3>Goldman Sachs upgrades Restaurant Brands to neutral from sell</h3><p>Goldman upgraded the owner of Burger King and said it sees “improving trends.”</p><blockquote>“We are upgrading shares ofQSRto Neutral (from Sell) as we see improving trends in the Tim Horton’s Canada business supported by both re-opening trends and strategic initiatives that seem to be driving momentum ahead of the macro, and are encouraged by the SSS momentum in the BK/PLK international businesses.”</blockquote><h3>Bank of America reiterates Krispy Kreme as buy</h3><p>Bank of America said “brand health is strong but FX, UK, promos weigh,” heading intoKrispy Kremeearnings Nov. 15.</p><blockquote>“We expect FX headwinds at the high end of guidance ($10-12mm impact for the year), exacerbated by lower sales growth in the UK as record heat waves, and inflation dampen demand.”</blockquote><h3>Wells Fargo reiterates Bank of America as a top pick</h3><p>Wells said it has greater conviction in shares of Bank of America after a meeting with company executives.</p><blockquote>“To us,BACis hitting the sweet spot for its positioning over the past 1, 5, and 10 years. Buy.”</blockquote><h3>Morgan Stanley reiterates Walmart as overweight</h3><p>Morgan Stanley said it likes Walmart’s defensive positioning.</p><blockquote>“We prefer defensive positioned retailersWMT,DG &amp; AZO, and service-oriented DRVN. While valuations of the more cyclical names in our sector are optically attractive, we think ’23 EPS estimates are too high for many of them.”</blockquote><h3>Argus names Boeing a deep value idea</h3><p>Argus said cash flow atBoeingis improving.</p><blockquote>“The shares remain more than 60% below their all-time high as the company weathers the coronavirus crisis and its own internal problems.”</blockquote><h3>Cowen reiterates Coinbase as outperform</h3><p>Cowen said it’s standing by shares of Coinbase after its earnings report on Thursday, noting that “liquidity and expense management remain solid.”</p><blockquote>“Positive catalysts remain amid trading doldrums, including U.S. derivatives launch, regulatory clarity, and growing S&amp;S revenues that hold less direct correlation to crypto prices/volatility.”</blockquote><h3>Citi upgrades Penumbra to buy from hold</h3><p>Citi said investors should buy the dip in the medical device company.</p><blockquote>“PEN’s3Q22 results were marginally better than expectations, with revenue of $213.7M surpassing consensus’s $212.3M, and expense management delivering an operating profit of $7.8M versus $1.5M.”</blockquote><h3>Jefferies reiterates Topgolf Callaway Brands as buy</h3><p>Jefferies said it sees 200% upside in shares of the golf company.</p><blockquote>“MODGis a beat &amp; raise and record results story on repeat. Mgmt has proven itself and this is a compelling ecosystem with balanced growth, strong and rising margins, and an accelerating cash flow.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","COIN":"Coinbase Global, Inc.","BA":"波音","RBLX":"Roblox Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163997587","content_text":"Here are Friday’s biggest calls on Wall Street:Bank of America reiterates Roblox as buyBank of America said it’s standing by shares of the stock heading into earnings next week.“Moreover, RBLX January investor letter indicated that exit growth rates in ’22 would be good indicators of 2023 growth, suggesting lower volatility in buyside expectations soon.”JPMorgan downgrades Funko to neutral from overweightJPMorgan downgraded the pop culture toy company, noting it sees too much uncertainty.“FNKO reported a disappointing 3Q with EPS of $0.28, well below the Street’s $0.52, with upside to sales more than offset by a gross margin miss and higher SG&A.”JPMorgan downgrades GoPro to neutral from overweightJPMorgan said it’s concerned about a “tough macro backdrop.”“GoPro posted 3Q22 results slightly ahead of expectations though 4Q guide missed materially, driven by FX, and reduction in inventories at big box retailers.”HSBC upgrades Altice USA to buy from holdHSBC upgraded the cable company mainly on valuation.“ATUS faces strong competition from other fibre telcos and fixed wireless access (FWA) substitution.”Piper Sandler downgrades Atlassian to neutral from overweightPiper said it sees a slowdown in subscription billings for the software developer.“Atlassianis choosing to invest behind the business still, which is taking margins and cash flow estimates lower again. While this is good for the long-term of the benefit, near-to-medium-term, it presents challenges for investors.”Piper Sandler upgrades Arista Networks to overweight from neutralPiper said it’s getting more constructive on the networking company after its analyst day and earnings report.“While there have been positive ‘breadcrumbs’ along the way, and we’re admittedly slightly late, following the event, we are more confident inArista’svisibility and sustainable growth trajectory and are upgrading to Overweight from Neutral and increasing PT to $164.”UBS downgrades Teva to sell from neutralUBS said it’s concerned about lingering litigation for the pharmaceutical company.“We downgradeTEVAstock to Sell as we expect significant downside to near-term consensus estimates and expect a phase of uncertainty as the company experiences a transition in leadership, while litigation risk persists.”Wells Fargo reiterates Home Depot and Lowe’s as overweightWells said it sees an attractive risk/reward outlook heading into the home improvement retailer’s earnings.“HD/LOW’sQ3 results are around the corner & we see intriguing LT risk-reward, as: 1)housing market sentiment is toxic, and shares are priced for downward revisions that we don’t expect to materialize; and 2) Q3 earnings season (thus far) is rewarding quality prints that show resilience despite well expected FY23 pressures.”BTIG initiates WeWork as buyBTIG said it sees “opportunity” as corporation work to figure out their long-term real estate strategies.“We are incrementally more convicted that this uncertainty could persist for years, not quarters, and that employers will continue to prioritize flexibility as they seek to determine when, where, and how their employees will utilize office space going forward.”Cowen downgrades Twilio to market perform from outperformCowen said in its downgrade of the communication tools company that it sees deteriorating macro trends.“TWLOis feeling acute pressure from a worsening macro, causing a significant cut to the growth outlook.”Goldman Sachs upgrades Restaurant Brands to neutral from sellGoldman upgraded the owner of Burger King and said it sees “improving trends.”“We are upgrading shares ofQSRto Neutral (from Sell) as we see improving trends in the Tim Horton’s Canada business supported by both re-opening trends and strategic initiatives that seem to be driving momentum ahead of the macro, and are encouraged by the SSS momentum in the BK/PLK international businesses.”Bank of America reiterates Krispy Kreme as buyBank of America said “brand health is strong but FX, UK, promos weigh,” heading intoKrispy Kremeearnings Nov. 15.“We expect FX headwinds at the high end of guidance ($10-12mm impact for the year), exacerbated by lower sales growth in the UK as record heat waves, and inflation dampen demand.”Wells Fargo reiterates Bank of America as a top pickWells said it has greater conviction in shares of Bank of America after a meeting with company executives.“To us,BACis hitting the sweet spot for its positioning over the past 1, 5, and 10 years. Buy.”Morgan Stanley reiterates Walmart as overweightMorgan Stanley said it likes Walmart’s defensive positioning.“We prefer defensive positioned retailersWMT,DG & AZO, and service-oriented DRVN. While valuations of the more cyclical names in our sector are optically attractive, we think ’23 EPS estimates are too high for many of them.”Argus names Boeing a deep value ideaArgus said cash flow atBoeingis improving.“The shares remain more than 60% below their all-time high as the company weathers the coronavirus crisis and its own internal problems.”Cowen reiterates Coinbase as outperformCowen said it’s standing by shares of Coinbase after its earnings report on Thursday, noting that “liquidity and expense management remain solid.”“Positive catalysts remain amid trading doldrums, including U.S. derivatives launch, regulatory clarity, and growing S&S revenues that hold less direct correlation to crypto prices/volatility.”Citi upgrades Penumbra to buy from holdCiti said investors should buy the dip in the medical device company.“PEN’s3Q22 results were marginally better than expectations, with revenue of $213.7M surpassing consensus’s $212.3M, and expense management delivering an operating profit of $7.8M versus $1.5M.”Jefferies reiterates Topgolf Callaway Brands as buyJefferies said it sees 200% upside in shares of the golf company.“MODGis a beat & raise and record results story on repeat. Mgmt has proven itself and this is a compelling ecosystem with balanced growth, strong and rising margins, and an accelerating cash flow.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982267455,"gmtCreate":1667188905577,"gmtModify":1676537874116,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Uh oh","listText":"Uh oh","text":"Uh oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982267455","repostId":"1188744789","repostType":2,"repost":{"id":"1188744789","pubTimestamp":1667185398,"share":"https://ttm.financial/m/news/1188744789?lang=&edition=fundamental","pubTime":"2022-10-31 11:03","market":"us","language":"en","title":"Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate","url":"https://stock-news.laohu8.com/highlight/detail?id=1188744789","media":"Bloomberg","summary":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set ","content":"<html><head></head><body><ul><li>Rate decision, jobs and CPI updates, midterm elections coming</li><li>Spells no reprieve from turbulence set off by earning reports</li></ul><p>Investors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.</p><p>In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.</p><p>On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.</p><p>Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.</p><p>Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.</p><p>Here’s what investors are on the lookout for in each of these events.</p><h2>FOMC Rate Decision</h2><p>Wall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.</p><p>Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.</p><p>“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8065fe0bca22470d793e4f5a1ca003de\" tg-width=\"1000\" tg-height=\"772\" width=\"100%\" height=\"auto\"/><span>Source: Bloomberg</span></p><h2>Jobs Day</h2><p>The October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.</p><p>Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&amp;P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.</p><h2>Midterm Elections</h2><p>Stock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.</p><p>The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&amp;P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.</p><p>“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”</p><h2>Inflation Report</h2><p>Few economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&amp;P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.</p><p>“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”</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>Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate</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\">\nJittery Stock Traders Eye Four Days That Will Sow Market’s Fate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188744789","content_text":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.Here’s what investors are on the lookout for in each of these events.FOMC Rate DecisionWall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”Source: BloombergJobs DayThe October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.Midterm ElectionsStock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”Inflation ReportFew economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915746703,"gmtCreate":1665115910002,"gmtModify":1676537560375,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"Oh no AMD","listText":"Oh no AMD","text":"Oh no AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915746703","repostId":"1116235060","repostType":2,"repost":{"id":"1116235060","pubTimestamp":1665111170,"share":"https://ttm.financial/m/news/1116235060?lang=&edition=fundamental","pubTime":"2022-10-07 10:52","market":"us","language":"en","title":"Tech Stocks Set for More Pain as AMD Revives Earnings Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1116235060","media":"Bloomberg","summary":"AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for fir","content":"<html><head></head><body><ul><li>AMD preliminary results send shares of peers lower post-market</li><li>Samsung reports profit dropped for first time since 2019</li></ul><p>Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc. revived fears about the upcoming earnings season after warning that third-quarter sales were softer than expected.</p><p>AMD blamed disappointing preliminary results on weakness in the personal computer market, sending its shares and those of other companies involved in the sector lower in postmarket trading. AMD, Nvidia Corp., Intel Corp. and Microchip Technology Inc. were among chipmakers down more than 2%, while computer makers HP Inc. and Dell Technologies Inc. also fell.</p><p>Futures tracking the tech-heavy Nasdaq 100 Index slipped as much as 0.6% during early trading hours in Asia, extending losses into a third day.</p><p><img src=\"https://static.tigerbbs.com/7802716f5f7536a07a325407569dddfd\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD’s announcement was followed by a report from Samsung Electronics Co. that its profit dropped for the first time since 2019, underscoring the depth of a global PC and memory chip downturn. Samsung shares slid as much as 2% before erasing losses.</p><p>Investors arebracingfor a potentially difficult earnings season amid rising risk of a recession with inflation and the strong dollar eating into profit margins. Analysts have trimmed 2023 profit estimates for technology companies at a faster rate than the broader market, though most expect further cuts if results disappoint.</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>Tech Stocks Set for More Pain as AMD Revives Earnings 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\">\nTech Stocks Set for More Pain as AMD Revives Earnings Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for first time since 2019Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","NVDA":"英伟达","MCHP":"微芯科技","INTC":"英特尔","HPQ":"惠普","SMSN.UK":"三星","AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116235060","content_text":"AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for first time since 2019Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc. revived fears about the upcoming earnings season after warning that third-quarter sales were softer than expected.AMD blamed disappointing preliminary results on weakness in the personal computer market, sending its shares and those of other companies involved in the sector lower in postmarket trading. AMD, Nvidia Corp., Intel Corp. and Microchip Technology Inc. were among chipmakers down more than 2%, while computer makers HP Inc. and Dell Technologies Inc. also fell.Futures tracking the tech-heavy Nasdaq 100 Index slipped as much as 0.6% during early trading hours in Asia, extending losses into a third day.AMD’s announcement was followed by a report from Samsung Electronics Co. that its profit dropped for the first time since 2019, underscoring the depth of a global PC and memory chip downturn. Samsung shares slid as much as 2% before erasing losses.Investors arebracingfor a potentially difficult earnings season amid rising risk of a recession with inflation and the strong dollar eating into profit margins. Analysts have trimmed 2023 profit estimates for technology companies at a faster rate than the broader market, though most expect further cuts if results disappoint.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915946454,"gmtCreate":1664943205278,"gmtModify":1676537533699,"author":{"id":"4109418643386750","authorId":"4109418643386750","name":"Margin Buu","avatar":"https://community-static.tradeup.com/news/e9547805d709fb9a3f7b1ef72a9ac7c9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109418643386750","idStr":"4109418643386750"},"themes":[],"htmlText":"AMD FTW","listText":"AMD FTW","text":"AMD FTW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915946454","repostId":"2272853495","repostType":2,"repost":{"id":"2272853495","pubTimestamp":1664927617,"share":"https://ttm.financial/m/news/2272853495?lang=&edition=fundamental","pubTime":"2022-10-05 07:53","market":"us","language":"en","title":"Goldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=2272853495","media":"StreetInsider","summary":"Goldman Sachs cut price targets on Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corporation (NA","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> cut price targets on Advanced Micro Devices Inc (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and <a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation (NASDAQ:INTC) to reflect slashed CPU volume assumptions. The PC market is experiencing near-term weakness; hence estimates are lowered to reflect the ongoing market trends.</p><p>The price target on AMD is cut to $88 per share from $112, while GS also expects the chipmaker to cut its full-year revenue and earnings (implied) outlook later this month. Still, the bank remains bullish on AMD shares, looking past these near-term headwinds.</p><p>“We believe the near-term headwinds are well-understood at this point, and as such, we maintain our Buy rating on the stock with 33% potential upside to our updated 12-month price target,” GS told clients in a note.</p><p>“We foresee share growth in the server CPU market driving above-industry revenue growth and margin expansion for AMD. Importantly, we expect that AMD can maintain its recent momentum in the server CPU market.”</p><p>Similarly, Goldman Sachs also slashed the price target on Intel to $24 per share (from $30) while reaffirming the Sell rating.</p><p>“We expect the implementation of the CHIPS and Science Act and renewed opex management to only partially offset the decline in earnings and FCF stemming from lower CPU volumes and under-utilization charges.”</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>Goldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 07:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/goldman-expects-amd-to-cut-its-fy-forecast-this-month-says-headwinds-are-priced-in-432SI-2904820><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs cut price targets on Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) to reflect slashed CPU volume assumptions. The PC market is experiencing near-term ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/goldman-expects-amd-to-cut-its-fy-forecast-this-month-says-headwinds-are-priced-in-432SI-2904820\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","BK4127":"投资银行业与经纪业","BK4529":"IDC概念","INTC":"英特尔","BK4534":"瑞士信贷持仓","BK4575":"芯片概念","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMD":"美国超微公司","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4141":"半导体产品"},"source_url":"https://www.investing.com/news/stock-market-news/goldman-expects-amd-to-cut-its-fy-forecast-this-month-says-headwinds-are-priced-in-432SI-2904820","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272853495","content_text":"Goldman Sachs cut price targets on Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) to reflect slashed CPU volume assumptions. The PC market is experiencing near-term weakness; hence estimates are lowered to reflect the ongoing market trends.The price target on AMD is cut to $88 per share from $112, while GS also expects the chipmaker to cut its full-year revenue and earnings (implied) outlook later this month. Still, the bank remains bullish on AMD shares, looking past these near-term headwinds.“We believe the near-term headwinds are well-understood at this point, and as such, we maintain our Buy rating on the stock with 33% potential upside to our updated 12-month price target,” GS told clients in a note.“We foresee share growth in the server CPU market driving above-industry revenue growth and margin expansion for AMD. Importantly, we expect that AMD can maintain its recent momentum in the server CPU market.”Similarly, Goldman Sachs also slashed the price target on Intel to $24 per share (from $30) while reaffirming the Sell rating.“We expect the implementation of the CHIPS and Science Act and renewed opex management to only partially offset the decline in earnings and FCF stemming from lower CPU volumes and under-utilization charges.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}