DailyTrader7 personal page - To The Moon

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2023-03-27

Yup

3 Reasons We Absolutely Need Regional Banks

2023-04-07

Ok

March Jobs Report Shows Hiring Slows, Unemployment Rate Steady at 3.5%

2023-03-09

Playing the long game

2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street

2023-07-15

Ok

Big-Bank Earnings Show Signs of Soft Landing

2022-10-26

It's gonna hurt apple short term

7 Dow Stocks to Sell Before They Tumble

2023-07-16

Hodl

3 EV Stocks to Sell in July

2023-05-13

Naise

2 AI Stocks With 31% and 20% Upside, According to Wall Street

2023-03-30

Hehe yes pls

The 3 Best Stocks to Buy if We Enter a New Bull Market Soon

2022-10-17

Long term wise then for sure

Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months

2023-03-27

Ok

Microsoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses

2023-02-17

Okie

The 7 Best ChatGPT Stocks to Buy Now

2023-01-16

Huat la

3 Bear Market Tech Stocks Most Likely to Make a Comeback

2023-07-22

Can take profits

Palantir Stock: Bear vs. Bull

2023-05-16

Ok

Why The Fed Should Keep Its Paws Off The Pause Button

2022-12-08

Apple stonks

Twitter to Hike Blue Pricing to $11 for iPhone App Users

2023-04-15

We shall see

The Latest AI News Doesn’t Change the GOOG Stock Story

2022-10-27

Good to know hehe

The 3 Hottest Stocks to Watch This Earnings Season

2022-08-11

To the moon I guess

3 Reasons to Buy Apple Stock Now

2022-08-06

Yup look see look see

5 Top Stocks Cathie Wood Bought This Week

2022-07-19

Nice try EM

Elon Musk Says He Has "Already" Uploaded His Brain To The Cloud

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This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for existing investors.NVDA stock is up 3.5% today to $918.44. But it is still worth over $1,000 per share. This is based on analyst target prices and also an analysis of the value of its huge free cash flow .But the market is still scared about its valuation. That has pushed up its put option premiums. That presents an excellent shorting opportunity for investors who sell short out-of-the-money  put options in nearby expiry periods.I discussed this in my last Barchart article on April 18, “Nvidia Stock Still Looks Undervalued - Good for Investors Who Sell Short OTM Puts for Income.”As it turns out the stock closed at $887.89, so these puts stayed out-of-the-money. Existing investors who owned NVDA stock made money in two ways. First, they made the 2.45% income by shorting these OTM puts. And they ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Inc.</a> stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for existing investors.</p><p>NVDA stock is up 3.5% today to $918.44. But it is still worth over $1,000 per share. This is based on analyst target prices and also an analysis of the value of its huge free cash flow (FCF).</p><p>But the market is still scared about its valuation. That has pushed up its put option premiums. That presents an excellent shorting opportunity for investors who sell short out-of-the-money (OTM) put options in nearby expiry periods.</p><h3 id=\"id_4175916093\">Shorting OTM Puts in NVDA Stock</h3><p>I discussed this in my last Barchart article on April 18, “Nvidia Stock Still Looks Undervalued - Good for Investors Who Sell Short OTM Puts for Income.” </p><p>The May 3 expiration put option at the $850 strike price was trading for $20.80 on the bid side. That provided a 2.45% income play (i.e., $20.80/$880.00). This strike price was 3.6% out-of-the-money (OTM) as NVDA stock was at $881.86 on April 18.</p><p>As it turns out the stock closed at $887.89, so these puts stayed out-of-the-money. Existing investors who owned NVDA stock made money in two ways. First, they made the 2.45% income by shorting these OTM puts. And they also gained the upside in the stock.</p><p>This can be done again today, especially since NVDA stock still looks undervalued. Let&#39;s review the price targets for the stock.</p><h3 id=\"id_3380802235\">Price Targets for NVDA Stock</h3><p>Based on analyst estimates, Nvidia could generate $62.5 billion in free cash flow over the next 12 months (NTM). That is based on a 50% FCF margin forecast, (it made 51% FCF margins last quarter). </p><p>So, using analysts&#39; revenue estimates of $112.07 billion in revenue this year and $137.81 billion next year (Seeking Alpha) and multiplying the average NTM revenue of $124.94 billion by 50%, we get a NTM FCF estimate of $62.47 billion.</p><p>Next, using a 2.25% FCF yield metric (which is the same as multiplying FCF by 44.44x, Nvidia&#39;s market cap could rise to $2.78 trillion. That is 21% higher than Friday&#39;s market cap of $2.294 trillion.</p><p>In other words, NVDA stock is worth at least 21% more than $887.89, or $1,074.35 per share. That is still 17% higher than today&#39;s price. </p><p>Moreover, other analysts agree that NVDA has a higher price target. For example, Barchart&#39;s survey of 38 analysts shows that the average price target is $955.78. Refinitiv&#39;s survey (Yahoo! Finance) has an average price target of $1,008.90 for 47 analysts. AnaChart, a new sell-side analyst tracking service shows that the average of 38 analysts&#39; target prices is $992.10.</p><p>The bottom line is that all analysts see a significant upside in NVDA stock. That means shorting OTM puts again might make sense here, especially for long investors in the stock.</p><h3 id=\"id_3968225722\">Shorting OTM Puts in NVDA Stock</h3><p>Look at the May 31 expiration option chain for NVDA put options. This is 25 days from today. It shows that out-of-the-money (OTM) put options still have high premiums. That makes shorting them a potentially profitable play.</p><p>For example, look at the $880 strike price puts. It shows that the bid-side premium is $39.5, or a 4.48% put yield (i.e., $39.5/$880). That is for a strike price that is over 4.6% below today&#39;s price.</p><p>‌<a href=\"https://ttm.financial/OPT/NVDA%2020240531%20880.0%20PUT\" title=\"$NVDA 20240531 880.0 PUT$  \" class=\"immutable-element\">$NVDA 20240531 880.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de0a9b28ddec03cc593909e330ebfcee\" tg-width=\"1170\" tg-height=\"1372\"/></p><p> </p><p>‌‌<a href=\"https://ttm.financial/OPT/NVDA%2020240531%20870.0%20PUT\" title=\"$NVDA 20240531 870.0 PUT$  \" class=\"immutable-element\">$NVDA 20240531 870.0 PUT$</a></p><p>Moreover, the $870 strike price has a premium of $35.50 per contract with a strike price that is 5.8% below today&#39;s price. That provides a short seller with a bid side yield of 4.08%. These are extremely high yields compared to many other stocks.</p><p>It also has a high level of risk. For example, unless the stock stays above $870 or $880 in the next 3 weeks or so, the short-put investor may have to buy more shares. The implied volatility is high at over 62%. That means the stock could fall significantly from here, based on its average price fluctuations.</p><p>However, there is good downside protection on a breakeven basis. For example, the investor who shorts the $870 strike price has a breakeven level of $870-$36.80, or $833.20 per share. That is almost 10% below today&#39;s price. And remember this is for just 25 days.</p><p>Moreover, the short seller does not have to hold this play until expiration. In the next two weeks, if the stock does not fall significantly, the put option premium is likely to be much lower. That allows the investor to cover their short play and potentially roll it over to another period, booking the profit.</p><p>The bottom line is that NVDA stock still has a good upside. For existing investors, one way to play this is to short OTM puts. That way they can take advantage of the high put option premiums to gain extra income, as well as make money if the stock moves higher. The extra income also helps hedge any short-term downside in their long position in NVDA stock.</p></body></html>","source":"barchart_highlight","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>Option Witch | NVDA Stock Is Still Undervalued, Short Put is a Great Income Play</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\">\nOption Witch | NVDA Stock Is Still Undervalued, Short Put is a Great Income Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/25988550/nvida-stock-is-still-undervalued-and-shorting-its-put-options-are-still-are-great-income-play><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Inc. stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for ...</p>\n\n<a href=\"https://www.barchart.com/story/news/25988550/nvida-stock-is-still-undervalued-and-shorting-its-put-options-are-still-are-great-income-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","BK4549":"软银资本持仓","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","BK4548":"巴美列捷福持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4529":"IDC概念","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVDA":"英伟达","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4550":"红杉资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4141":"半导体产品","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4551":"寇图资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC"},"source_url":"https://www.barchart.com/story/news/25988550/nvida-stock-is-still-undervalued-and-shorting-its-put-options-are-still-are-great-income-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433049774","content_text":"Nvidia Inc. stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for existing investors.NVDA stock is up 3.5% today to $918.44. But it is still worth over $1,000 per share. This is based on analyst target prices and also an analysis of the value of its huge free cash flow (FCF).But the market is still scared about its valuation. That has pushed up its put option premiums. That presents an excellent shorting opportunity for investors who sell short out-of-the-money (OTM) put options in nearby expiry periods.Shorting OTM Puts in NVDA StockI discussed this in my last Barchart article on April 18, “Nvidia Stock Still Looks Undervalued - Good for Investors Who Sell Short OTM Puts for Income.” The May 3 expiration put option at the $850 strike price was trading for $20.80 on the bid side. That provided a 2.45% income play (i.e., $20.80/$880.00). This strike price was 3.6% out-of-the-money (OTM) as NVDA stock was at $881.86 on April 18.As it turns out the stock closed at $887.89, so these puts stayed out-of-the-money. Existing investors who owned NVDA stock made money in two ways. First, they made the 2.45% income by shorting these OTM puts. And they also gained the upside in the stock.This can be done again today, especially since NVDA stock still looks undervalued. Let's review the price targets for the stock.Price Targets for NVDA StockBased on analyst estimates, Nvidia could generate $62.5 billion in free cash flow over the next 12 months (NTM). That is based on a 50% FCF margin forecast, (it made 51% FCF margins last quarter). So, using analysts' revenue estimates of $112.07 billion in revenue this year and $137.81 billion next year (Seeking Alpha) and multiplying the average NTM revenue of $124.94 billion by 50%, we get a NTM FCF estimate of $62.47 billion.Next, using a 2.25% FCF yield metric (which is the same as multiplying FCF by 44.44x, Nvidia's market cap could rise to $2.78 trillion. That is 21% higher than Friday's market cap of $2.294 trillion.In other words, NVDA stock is worth at least 21% more than $887.89, or $1,074.35 per share. That is still 17% higher than today's price. Moreover, other analysts agree that NVDA has a higher price target. For example, Barchart's survey of 38 analysts shows that the average price target is $955.78. Refinitiv's survey (Yahoo! Finance) has an average price target of $1,008.90 for 47 analysts. AnaChart, a new sell-side analyst tracking service shows that the average of 38 analysts' target prices is $992.10.The bottom line is that all analysts see a significant upside in NVDA stock. That means shorting OTM puts again might make sense here, especially for long investors in the stock.Shorting OTM Puts in NVDA StockLook at the May 31 expiration option chain for NVDA put options. This is 25 days from today. It shows that out-of-the-money (OTM) put options still have high premiums. That makes shorting them a potentially profitable play.For example, look at the $880 strike price puts. It shows that the bid-side premium is $39.5, or a 4.48% put yield (i.e., $39.5/$880). That is for a strike price that is over 4.6% below today's price.‌$NVDA 20240531 880.0 PUT$ ‌‌$NVDA 20240531 870.0 PUT$Moreover, the $870 strike price has a premium of $35.50 per contract with a strike price that is 5.8% below today's price. That provides a short seller with a bid side yield of 4.08%. These are extremely high yields compared to many other stocks.It also has a high level of risk. For example, unless the stock stays above $870 or $880 in the next 3 weeks or so, the short-put investor may have to buy more shares. The implied volatility is high at over 62%. That means the stock could fall significantly from here, based on its average price fluctuations.However, there is good downside protection on a breakeven basis. For example, the investor who shorts the $870 strike price has a breakeven level of $870-$36.80, or $833.20 per share. That is almost 10% below today's price. And remember this is for just 25 days.Moreover, the short seller does not have to hold this play until expiration. In the next two weeks, if the stock does not fall significantly, the put option premium is likely to be much lower. That allows the investor to cover their short play and potentially roll it over to another period, booking the profit.The bottom line is that NVDA stock still has a good upside. For existing investors, one way to play this is to short OTM puts. That way they can take advantage of the high put option premiums to gain extra income, as well as make money if the stock moves higher. The extra income also helps hedge any short-term downside in their long position in NVDA stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250928487432200,"gmtCreate":1702270117965,"gmtModify":1702270123050,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great read","listText":"Great read","text":"Great read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250928487432200","repostId":"2390898503","repostType":2,"repost":{"id":"2390898503","pubTimestamp":1702264547,"share":"https://www.laohu8.com/m/news/2390898503?lang=&edition=full","pubTime":"2023-12-11 11:15","market":"us","language":"en","title":"2 Reasons Palantir Stock Must Be on Your 2024 Watch List","url":"https://stock-news.laohu8.com/highlight/detail?id=2390898503","media":"Motley Fool","summary":"Palantir has just entered the next phase of its growth.","content":"<html><head></head><body><h2 id=\"id_3741103831\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Palantir recently reached an inflection point.</p></li><li><p>The company is a leader in the growing AI trend.</p></li></ul><p><strong>Palantir</strong> shareholders have been laughing all the way to the bank in 2023. Year to date, the stock has delivered a nearly 170% return, powered by solid financial results.</p><p>Even better, there are good reasons to believe Palantir will be able to sustain its strong momentum in the coming quarters, and perhaps years. So now would be an excellent time to start paying attention to this artificial intelligence (AI) company or consider adding it to your portfolio.</p><h2 id=\"id_925365794\">Palantir has just reached an inflection point</h2><p>Palantir isn&#39;t a household name like <strong>Amazon</strong>, but it&#39;s not a new company, and it&#39;s far from obscure among growth investors. The tech company serves government agencies and business customers by helping them better understand their datasets, which allows them to make better decisions.</p><p>In return, clients pay Palantir subscription fees for using its software and other professional fees for consultation, training, and support. Judging by its growth over the last few years -- revenue almost doubled from $1.1 billion in 2020 to $1.9 billion in 2022 -- its customers find the company&#39;s offerings valuable.</p><p>But like most growth companies, Palantir had to invest heavily in its expansion, which resulted in it booking net losses in the last three years. Those losses were a nonstarter for many conservative investors.</p><p>However, things are changing in 2023. The tech company reported its first GAAP (generally accepted accounting principles) operating profit in the first quarter and kept it up over the next two quarters. It was a significant milestone for the company and demonstrated the validity of its business model.</p><p>Management has forecast that its 2023 revenue will reach $2.2 billion, around 16% growth from the $1.9 billion revenue it booked in 2022. It also expects to deliver positive GAAP net income in the final quarter of 2023, which would mark its fifth consecutive quarter of profits.</p><p>In short, the company is entering a new phase of sustainable and profitable growth.</p><h2 id=\"id_587574781\">Palantir has solid growth drivers</h2><p>Palantir has been riding the analytics trend as it provides the tools government agencies and businesses need to make sense of their ever-growing stockpiles of data. The rise of AI provides another tailwind that should keep its growth machine spinning.</p><p>Its most obvious opportunity will be to leverage existing relationships to launch new products and services. For instance, in response to the recent developments in generative AI, it launched the Palantir Artificial Intelligence Platform (Palantir AIP), enabling enterprises to use existing machine learning technologies alongside large language models to parse their private data.</p><p>Moreover, as AI technology develops further and its use cases grow, Palantir is in a prime position to launch new tools and services to help governments and businesses benefit from the use of AI. That, in turn, will help the company grow its wallet share.</p><p>Besides, Palantir can leverage its experience and technological know-how to attract and retain new customers. In particular, commercial customers are increasingly aware of the importance of AI in developing and keeping competitive advantages. Palantir&#39;s commercial revenue grew 23% in the third quarter, far faster than its government unit&#39;s 12% growth.</p><p>Moreover, as the company has now turned profitable, it&#39;s in an even stronger position to invest for the long term in top talent and world-class technology.</p><h2 id=\"id_2517134595\">Palantir is an AI stock to watch</h2><p>Palantir has shown that it can grow profitably, making it a less risky investment than it was. Besides, it&#39;s at the forefront of AI development, which could prove to be multi-decade tailwind.</p><p>This is an excellent company to add to your watch list as we enter the new year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons Palantir Stock Must Be on Your 2024 Watch List</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons Palantir Stock Must Be on Your 2024 Watch List\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/08/2-reasons-palantir-stock-must-be-on-your-2024-watc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir recently reached an inflection point.The company is a leader in the growing AI trend.Palantir shareholders have been laughing all the way to the bank in 2023. Year to date, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/08/2-reasons-palantir-stock-must-be-on-your-2024-watc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/12/08/2-reasons-palantir-stock-must-be-on-your-2024-watc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390898503","content_text":"KEY POINTSPalantir recently reached an inflection point.The company is a leader in the growing AI trend.Palantir shareholders have been laughing all the way to the bank in 2023. Year to date, the stock has delivered a nearly 170% return, powered by solid financial results.Even better, there are good reasons to believe Palantir will be able to sustain its strong momentum in the coming quarters, and perhaps years. So now would be an excellent time to start paying attention to this artificial intelligence (AI) company or consider adding it to your portfolio.Palantir has just reached an inflection pointPalantir isn't a household name like Amazon, but it's not a new company, and it's far from obscure among growth investors. The tech company serves government agencies and business customers by helping them better understand their datasets, which allows them to make better decisions.In return, clients pay Palantir subscription fees for using its software and other professional fees for consultation, training, and support. Judging by its growth over the last few years -- revenue almost doubled from $1.1 billion in 2020 to $1.9 billion in 2022 -- its customers find the company's offerings valuable.But like most growth companies, Palantir had to invest heavily in its expansion, which resulted in it booking net losses in the last three years. Those losses were a nonstarter for many conservative investors.However, things are changing in 2023. The tech company reported its first GAAP (generally accepted accounting principles) operating profit in the first quarter and kept it up over the next two quarters. It was a significant milestone for the company and demonstrated the validity of its business model.Management has forecast that its 2023 revenue will reach $2.2 billion, around 16% growth from the $1.9 billion revenue it booked in 2022. It also expects to deliver positive GAAP net income in the final quarter of 2023, which would mark its fifth consecutive quarter of profits.In short, the company is entering a new phase of sustainable and profitable growth.Palantir has solid growth driversPalantir has been riding the analytics trend as it provides the tools government agencies and businesses need to make sense of their ever-growing stockpiles of data. The rise of AI provides another tailwind that should keep its growth machine spinning.Its most obvious opportunity will be to leverage existing relationships to launch new products and services. For instance, in response to the recent developments in generative AI, it launched the Palantir Artificial Intelligence Platform (Palantir AIP), enabling enterprises to use existing machine learning technologies alongside large language models to parse their private data.Moreover, as AI technology develops further and its use cases grow, Palantir is in a prime position to launch new tools and services to help governments and businesses benefit from the use of AI. That, in turn, will help the company grow its wallet share.Besides, Palantir can leverage its experience and technological know-how to attract and retain new customers. In particular, commercial customers are increasingly aware of the importance of AI in developing and keeping competitive advantages. Palantir's commercial revenue grew 23% in the third quarter, far faster than its government unit's 12% growth.Moreover, as the company has now turned profitable, it's in an even stronger position to invest for the long term in top talent and world-class technology.Palantir is an AI stock to watchPalantir has shown that it can grow profitably, making it a less risky investment than it was. Besides, it's at the forefront of AI development, which could prove to be multi-decade tailwind.This is an excellent company to add to your watch list as we enter the new year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232161376243960,"gmtCreate":1697697545691,"gmtModify":1697697552474,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hopefully man","listText":"Hopefully man","text":"Hopefully man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232161376243960","repostId":"2376484114","repostType":2,"repost":{"id":"2376484114","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1697685215,"share":"https://www.laohu8.com/m/news/2376484114?lang=&edition=full","pubTime":"2023-10-19 11:13","market":"us","language":"en","title":"Amazon's Stock Can Rocket Another 30%, This New Bull Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2376484114","media":"Dow Jones","summary":"Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, WayfairAmazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.Amazon.com Inc.’s ","content":"<html><head></head><body><p>Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, Wayfair</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a3d9d4c2e2dee60c392951d6d83a7ee\" alt=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" title=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" tg-width=\"700\" tg-height=\"393\"/><span>Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.</span></p><p>Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.</p><p style=\"text-align: start;\">Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.</p><p>Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.</p><p>The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.</p><p style=\"text-align: start;\">Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.</p><p>Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.</p><p style=\"text-align: start;\">“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.</p><p style=\"text-align: start;\">Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c32bc41941c220f8bff44445e5f9bf\" tg-width=\"960\" tg-height=\"679\"/></p><p>Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.</p><p style=\"text-align: start;\">EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.</p><p style=\"text-align: start;\">While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.</p><p style=\"text-align: start;\">As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's Stock Can Rocket Another 30%, This New Bull Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's Stock Can Rocket Another 30%, This New Bull Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-10-19 11:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, Wayfair</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a3d9d4c2e2dee60c392951d6d83a7ee\" alt=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" title=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" tg-width=\"700\" tg-height=\"393\"/><span>Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.</span></p><p>Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.</p><p style=\"text-align: start;\">Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.</p><p>Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.</p><p>The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.</p><p style=\"text-align: start;\">Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.</p><p>Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.</p><p style=\"text-align: start;\">“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.</p><p style=\"text-align: start;\">Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c32bc41941c220f8bff44445e5f9bf\" tg-width=\"960\" tg-height=\"679\"/></p><p>Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.</p><p style=\"text-align: start;\">EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.</p><p style=\"text-align: start;\">While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.</p><p style=\"text-align: start;\">As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4559":"巴菲特持仓","BK4538":"云计算","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4561":"索罗斯持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0528227936.USD":"富达环球人口趋势基金A-ACC","W":"Wayfair","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AMZN":"亚马逊","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4554":"元宇宙及AR概念","BK4178":"家庭装饰零售","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","ETSY":"Etsy, Inc.","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","EBAY":"eBay","BK4220":"综合零售"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376484114","content_text":"Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, WayfairAmazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232026504683720,"gmtCreate":1697677129308,"gmtModify":1697677133568,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Think about LT guys!&nbsp;","listText":"Think about LT guys!&nbsp;","text":"Think about LT guys!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232026504683720","repostId":"2376431701","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229848131055704,"gmtCreate":1697157231349,"gmtModify":1697157236592,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Huge boost","listText":"Huge boost","text":"Huge boost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229848131055704","repostId":"2374415987","repostType":2,"repost":{"id":"2374415987","pubTimestamp":1697123700,"share":"https://www.laohu8.com/m/news/2374415987?lang=&edition=full","pubTime":"2023-10-12 23:15","market":"us","language":"en","title":"2 Reasons Tesla Stock Will Keep Driving Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2374415987","media":"Motley Fool","summary":"What if I told you Tesla has yet to reach its full potential?","content":"<html><head></head><body><h2 id=\"id_507134811\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Even with new challengers in the EV market, Tesla continues to reign supreme.</p></li><li><p>Advancements in AI hold the potential to transform Tesla&#39;s business potential.</p></li><li><p>Tesla&#39;s EV dominance and future AI prospects make it an easy choice for investors.</p></li></ul><p>In just two short decades, <strong>Tesla </strong>has risen from an unknown and obscure start-up to the preeminent electric vehicle pioneer. The company&#39;s embrace of research and development and strides in innovation have helped its stock grow more than 20,000% since its debut on the <strong>Nasdaq</strong> Stock Market. </p><p>After such a massive run, it&#39;s reasonable to wonder if Tesla can maintain this pace. However, recent advancements suggest that Tesla will continue to be a long-term growth superstar. Here are two reasons why Tesla&#39;s best days remain ahead and why its stock is a perfect choice for investors looking for a genuine growth opportunity.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a06f4ef438593deed9bbd21c644ddb\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_2347624869\">The undisputed EV champ</h2><p>For most of this century, drivers looking to ditch the fuel pump had no other option than Tesla. The company&#39;s ability to master the difficult task of mass-producing affordable, high-performance electric vehicles (EVs) as early as 2008 made it the most alluring and affordable choice in the emerging industry.</p><p>However, with estimates projecting a 500% increase in the number of EVs on the road by 2035, new competition has entered the picture to try and capture market share. With legacy automakers and young start-ups making their foray into the EV space, drivers have more options than ever.</p><p>Yet referring to these new participants as &#34;competitors&#34; might give them too much credit. Make no mistake, Tesla still completely dominates the EV market in just about every meaningful category. For example, let&#39;s look at sales of EVs in the U.S. during the first six months of 2023. In what was barely even a competition, Tesla outsold a crowded field of the next 19 EV makers <em>combined </em>with more than 325,0000 vehicles sold. The next closest was Chevrolet, with just under 35,000.</p><p>The harsh reality is that joining the EV race has proven more difficult for Tesla&#39;s rivals than they may have thought. Take <strong>Ford Motor</strong>, for instance. The company recently disclosed that it expects a $4.5 billion loss in its EV sector this year. Even<strong> Rivian</strong>, one of the more notable up-and-coming EV makers, is struggling as it reported an average loss of $33,000 per vehicle.</p><p>The simple fact is that Tesla&#39;s position as the champion of EVs remains firm. The company raked in a profit of more than $4 billion from EVs alone in the second quarter of 2023, producing almost 480,000 vehicles. Tesla&#39;s industry dominance becomes even more apparent when considering its &#34;competition&#34; struggles to make barely 20,000 vehicles in a quarter.</p><h2 id=\"id_3397773178\">Harnessing the power of AI</h2><p>While Tesla can attribute most of its success to the EV industry, the most compelling aspect of its long-term value proposition lies in its development and integration of artificial intelligence (AI). </p><p>Consider autonomous driving. Even though considerable refinement remains before Tesla makes drivers obsolete, the company has achieved a breakthrough in how it trains its full self-driving (FSD) software. With the help of its supercomputer, Dojo, Tesla can now feed video collected from millions of cars worldwide through its AI-powered neural networks that interpret the data and learn how to drive. </p><p>With this advancement, Tesla can achieve greater vehicle autonomy at a much faster pace than before. This is because programmers are no longer required to hard code responses to account for the near-infinite randomness that occurs on the roads. Instead, the AI-powered systems can learn proper responses on their own without the need for tedious hard coding. Now, the only obstacle separating Tesla from greater autonomy is its collection and processing of more video data, a challenge it is uniquely built to overcome thanks to its massive fleet of vehicles. </p><p>Once Tesla can achieve the coveted Level 4 or 5 of autonomous driving, CEO Elon Musk plans to unveil a robotaxi business. In his usual optimism, Musk has said that he believes Tesla will reach this goal by the end of 2023. More realistic trajectories would likely put this at some time in 2024. </p><p>Regardless of how soon the robotaxi business launches, there is no denying its potential to transform Tesla&#39;s sources of revenue. Musk has told author Walter Isaacson that he believes self-hailing autonomous ridesharing is a product with &#34;quasi-infinite demand&#34; and will make Tesla a &#34;ten-trillion [dollar] company.&#34; He added that once it is operational, &#34;people will be talking about this moment in a hundred years.&#34;</p><h2 id=\"id_4118744935\">The opportunity at hand</h2><p>Considering the increase of demand for electric vehicles and Tesla&#39;s leading position in the industry, investing in the company for these reasons alone would be a wise choice. However, labeling Tesla solely as an electric vehicle manufacturer would be a mistake. The truth is that Tesla is a technology company with the potential to make roads safer, harness the power of AI, and create entirely new business models. </p><p>When you add in the transformative impact that AI will have, Tesla becomes a no-brainer for investors seeking long-term growth opportunities. With the development of more capable autonomous driving being a matter of <em>when</em> rather than <em>if</em>, investors can grab Tesla shares today at a discount relative to its future potential while Wall Street continues to view it as merely an EV company. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons Tesla Stock Will Keep Driving Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons Tesla Stock Will Keep Driving Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-12 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/12/2-reasons-tesla-stock-will-keep-driving-higher/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSEven with new challengers in the EV market, Tesla continues to reign supreme.Advancements in AI hold the potential to transform Tesla's business potential.Tesla's EV dominance and future AI ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/12/2-reasons-tesla-stock-will-keep-driving-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4534":"瑞士信贷持仓","BK4555":"新能源车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4581":"高盛持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC"},"source_url":"https://www.fool.com/investing/2023/10/12/2-reasons-tesla-stock-will-keep-driving-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374415987","content_text":"KEY POINTSEven with new challengers in the EV market, Tesla continues to reign supreme.Advancements in AI hold the potential to transform Tesla's business potential.Tesla's EV dominance and future AI prospects make it an easy choice for investors.In just two short decades, Tesla has risen from an unknown and obscure start-up to the preeminent electric vehicle pioneer. The company's embrace of research and development and strides in innovation have helped its stock grow more than 20,000% since its debut on the Nasdaq Stock Market. After such a massive run, it's reasonable to wonder if Tesla can maintain this pace. However, recent advancements suggest that Tesla will continue to be a long-term growth superstar. Here are two reasons why Tesla's best days remain ahead and why its stock is a perfect choice for investors looking for a genuine growth opportunity.Image source: Getty Images.The undisputed EV champFor most of this century, drivers looking to ditch the fuel pump had no other option than Tesla. The company's ability to master the difficult task of mass-producing affordable, high-performance electric vehicles (EVs) as early as 2008 made it the most alluring and affordable choice in the emerging industry.However, with estimates projecting a 500% increase in the number of EVs on the road by 2035, new competition has entered the picture to try and capture market share. With legacy automakers and young start-ups making their foray into the EV space, drivers have more options than ever.Yet referring to these new participants as \"competitors\" might give them too much credit. Make no mistake, Tesla still completely dominates the EV market in just about every meaningful category. For example, let's look at sales of EVs in the U.S. during the first six months of 2023. In what was barely even a competition, Tesla outsold a crowded field of the next 19 EV makers combined with more than 325,0000 vehicles sold. The next closest was Chevrolet, with just under 35,000.The harsh reality is that joining the EV race has proven more difficult for Tesla's rivals than they may have thought. Take Ford Motor, for instance. The company recently disclosed that it expects a $4.5 billion loss in its EV sector this year. Even Rivian, one of the more notable up-and-coming EV makers, is struggling as it reported an average loss of $33,000 per vehicle.The simple fact is that Tesla's position as the champion of EVs remains firm. The company raked in a profit of more than $4 billion from EVs alone in the second quarter of 2023, producing almost 480,000 vehicles. Tesla's industry dominance becomes even more apparent when considering its \"competition\" struggles to make barely 20,000 vehicles in a quarter.Harnessing the power of AIWhile Tesla can attribute most of its success to the EV industry, the most compelling aspect of its long-term value proposition lies in its development and integration of artificial intelligence (AI). Consider autonomous driving. Even though considerable refinement remains before Tesla makes drivers obsolete, the company has achieved a breakthrough in how it trains its full self-driving (FSD) software. With the help of its supercomputer, Dojo, Tesla can now feed video collected from millions of cars worldwide through its AI-powered neural networks that interpret the data and learn how to drive. With this advancement, Tesla can achieve greater vehicle autonomy at a much faster pace than before. This is because programmers are no longer required to hard code responses to account for the near-infinite randomness that occurs on the roads. Instead, the AI-powered systems can learn proper responses on their own without the need for tedious hard coding. Now, the only obstacle separating Tesla from greater autonomy is its collection and processing of more video data, a challenge it is uniquely built to overcome thanks to its massive fleet of vehicles. Once Tesla can achieve the coveted Level 4 or 5 of autonomous driving, CEO Elon Musk plans to unveil a robotaxi business. In his usual optimism, Musk has said that he believes Tesla will reach this goal by the end of 2023. More realistic trajectories would likely put this at some time in 2024. Regardless of how soon the robotaxi business launches, there is no denying its potential to transform Tesla's sources of revenue. Musk has told author Walter Isaacson that he believes self-hailing autonomous ridesharing is a product with \"quasi-infinite demand\" and will make Tesla a \"ten-trillion [dollar] company.\" He added that once it is operational, \"people will be talking about this moment in a hundred years.\"The opportunity at handConsidering the increase of demand for electric vehicles and Tesla's leading position in the industry, investing in the company for these reasons alone would be a wise choice. However, labeling Tesla solely as an electric vehicle manufacturer would be a mistake. The truth is that Tesla is a technology company with the potential to make roads safer, harness the power of AI, and create entirely new business models. When you add in the transformative impact that AI will have, Tesla becomes a no-brainer for investors seeking long-term growth opportunities. With the development of more capable autonomous driving being a matter of when rather than if, investors can grab Tesla shares today at a discount relative to its future potential while Wall Street continues to view it as merely an EV company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226810219728912,"gmtCreate":1696432724509,"gmtModify":1696432729737,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Time to pick up aapl 👌🏼","listText":"Time to pick up aapl 👌🏼","text":"Time to pick up aapl 👌🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226810219728912","repostId":"2372879696","repostType":2,"repost":{"id":"2372879696","pubTimestamp":1696423018,"share":"https://www.laohu8.com/m/news/2372879696?lang=&edition=full","pubTime":"2023-10-04 20:36","market":"us","language":"en","title":"Apple CEO Tim Cook Gets $41 Million From Biggest Share Sale Since 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2372879696","media":"Bloomberg","summary":"Apple Inc. Chief Executive Officer Tim Cook sold stock worth about $41 million after taxes in his biggest sale in more than two years as the shares of the iPhone maker slide off recent highs.Key Taiwan Tech Firms Helping Huawei With China Chip Plants. Kevin McCarthy Ousted as US House Speaker by Republican Dissidents. Wall Street Fear Gauge Ratchets Up After Jobs Data: Markets Wrap. Why a US Recession Is Still Likely — and Coming Soon. Cook sold 511,000 shares, according to a filing with the US Securities and Exchange Commission on Tuesday. He still has about 3.28 million shares in the Cupertino, California-based company where he’s worked for more than two decades, according to data compiled by Bloomberg.Cook’s last major stock sale was in August 2021, when he sold more than $750 million in Apple stock after completing a decade as CEO. After tax withholdings, he netted about $355 million, according to data compiled by Bloomberg.","content":"<html><head></head><body><ul style=\"\"><li><p>Cook still holds about 3.28 million shares of the iPhone maker</p></li><li><p>His last major Apple sale netted $355 million after taxes</p></li></ul><p>Apple Inc. Chief Executive Officer Tim Cook sold stock worth about $41 million after taxes in his biggest sale in more than two years as the shares of the iPhone maker slide off recent highs.</p><p>Cook sold 511,000 shares, according to a filing with the US Securities and Exchange Commission on Tuesday. He still has about 3.28 million shares in the Cupertino, California-based company where he’s worked for more than two decades, according to data compiled by Bloomberg. </p><p>The share sale comes after Cook took a rare pay cut of about 40% to $49 million for 2023. As part of the changes to his compensation, his stock awards tied to Apple’s performance will increase to 75% this year from 50% previously. </p><p>Other Apple executives also disclosed stock sales, including Senior Vice Presidents Deirdre O’Brien and Katherine Adams, who sold $11.3 million in shares each. </p><p>Cook’s last major stock sale was in August 2021, when he sold more than $750 million in Apple stock after completing a decade as CEO. After tax withholdings, he netted about $355 million, according to data compiled by Bloomberg.</p><p>Apple shares hit an all-time high in July and have since declined more than 12% amid a wider tech selloff. KeyBanc Capital Markets Inc. downgraded the stock on Wednesday citing a weaker sales growth outlook. The shares fell about 1.2% in premarket trading before New York exchanges opened. </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>Apple CEO Tim Cook Gets $41 Million From Biggest Share Sale Since 2021</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\">\nApple CEO Tim Cook Gets $41 Million From Biggest Share Sale Since 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-04 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-10-04/apple-s-cook-gets-41-million-from-biggest-share-sale-since-2021><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cook still holds about 3.28 million shares of the iPhone makerHis last major Apple sale netted $355 million after taxesApple Inc. Chief Executive Officer Tim Cook sold stock worth about $41 million ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-04/apple-s-cook-gets-41-million-from-biggest-share-sale-since-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-04/apple-s-cook-gets-41-million-from-biggest-share-sale-since-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2372879696","content_text":"Cook still holds about 3.28 million shares of the iPhone makerHis last major Apple sale netted $355 million after taxesApple Inc. Chief Executive Officer Tim Cook sold stock worth about $41 million after taxes in his biggest sale in more than two years as the shares of the iPhone maker slide off recent highs.Cook sold 511,000 shares, according to a filing with the US Securities and Exchange Commission on Tuesday. He still has about 3.28 million shares in the Cupertino, California-based company where he’s worked for more than two decades, according to data compiled by Bloomberg. The share sale comes after Cook took a rare pay cut of about 40% to $49 million for 2023. As part of the changes to his compensation, his stock awards tied to Apple’s performance will increase to 75% this year from 50% previously. Other Apple executives also disclosed stock sales, including Senior Vice Presidents Deirdre O’Brien and Katherine Adams, who sold $11.3 million in shares each. Cook’s last major stock sale was in August 2021, when he sold more than $750 million in Apple stock after completing a decade as CEO. After tax withholdings, he netted about $355 million, according to data compiled by Bloomberg.Apple shares hit an all-time high in July and have since declined more than 12% amid a wider tech selloff. KeyBanc Capital Markets Inc. downgraded the stock on Wednesday citing a weaker sales growth outlook. The shares fell about 1.2% in premarket trading before New York exchanges opened.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221100305051752,"gmtCreate":1695000817814,"gmtModify":1695000822062,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Trading wise is fine&nbsp;","listText":"Trading wise is fine&nbsp;","text":"Trading wise is fine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221100305051752","repostId":"2368981080","repostType":2,"repost":{"id":"2368981080","pubTimestamp":1694998609,"share":"https://www.laohu8.com/m/news/2368981080?lang=&edition=full","pubTime":"2023-09-18 08:56","market":"us","language":"en","title":"3 Reasons to Buy Palantir, and 3 Reasons to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2368981080","media":"Motley Fool","summary":"The controversial data mining company is still a polarizing investment.","content":"<html><head></head><body><p><strong>Palantir</strong> made its public debut through a direct listing nearly three years ago. The data mining and analytics company&#39;s stock started trading at $10, soared to its all-time high of $39 the following January, and now trades at about $15.</p><p>The bulls were initially impressed by Palantir&#39;s established presence across U.S. government agencies, the expansion of its commercial business, and its goal of growing revenue by at least 30% annually from 2021 to 2025. However, the bears rushed in as growth cooled off and rising interest rates popped its bubbly valuation.</p><p>Palantir remains a divisive stock after that big pullback. Let&#39;s review three reasons to buy the company -- and three reasons to sell it -- to see if it&#39;s a worthwhile investment.</p><h2 id=\"id_3687570281\">The three reasons to buy Palantir</h2><p>The bulls still love Palantir because it&#39;s an artificial intelligence (AI) play, its margins are expanding, and its free cash flow (FCF) is rising at an impressive rate.</p><p>Palantir operates two main platforms: Gotham for government agencies and Foundry for its commercial clients. Both platforms gather large amounts of data from disparate sources and then analyze all that information to help organizations make smarter decisions.</p><p>This June, Palantir added new AI features to that ecosystem with its AI Platform, which helps clients build new AI apps and analyze data with large language models. The company also expects the AI arms race across the government and commercial sectors to drive the market&#39;s long-term demand for its data-crunching services. In other words, the market&#39;s interest in AI stocks might light a fire under its stock for the foreseeable future.</p><p>Palantir&#39;s revenue growth has cooled off since its public debut, but its adjusted operating margin expanded from 17% in 2020 to 22% in 2022 before rising to 25% in the first half of 2023. It&#39;s also remained profitable on a generally accepted accounting principles (GAAP) basis over the past three quarters and expects to stay in the black for the foreseeable future. A fourth consecutive quarter of GAAP profitability would make it eligible for inclusion in the <strong>S&amp;P 500</strong> -- and joining that benchmark index could stabilize its price by bringing in big funds and institutional investors.</p><p>Palantir&#39;s adjusted FCF margin improved from negative 25% in 2020 to positive 28% in 2022, then expanded again to positive 27% in the first half of 2023. To capitalize on that rapid FCF growth, the company recently authorized a new $1 billion buyback plan -- which suggests management believes its own shares are still undervalued.</p><h2 id=\"id_3113505473\">The three reasons to sell Palantir</h2><p>The bears argue that Palantir&#39;s sales growth is unimpressive, its valuation is still too high, and its questionable deals with special purpose acquisition companies (SPACs) raise red flags regarding its business strategies.</p><p>Palantir&#39;s revenue rose 47% in 2020 and 41% in 2021 but grew a mere 24% in 2022. The company only expects its revenue to rise 16% in 2023. It mainly attributes that slowdown to the uneven timing of its government contracts and macro headwinds for its commercial business, but competition from other data mining platforms, like <strong>Alteryx</strong>, and internal U.S. government platforms, like RAVEn, could be exacerbating that pain.</p><p>Palantir still trades at 58x forward adjusted earnings and 15x this year&#39;s sales. Alteryx is growing slower but trades at just 28x forward earnings and 3x this year&#39;s sales. Therefore, it seems like the AI hype is inflating Palantir&#39;s valuation -- even though its new AI Platform probably won&#39;t significantly boost its near-term sales or profits.</p><p>Lastly, the company still faces multiple investor lawsuits regarding its investments in nearly two dozen start-ups that merged with SPACs throughout 2021 and 2022. To secure those funds, those start-ups were required to sign multiyear contracts with Palantir that either matched or exceeded the company&#39;s initial investments (between $10 million to $40 million).</p><p>Palantir secured over $700 million in contracts from its own SPAC-backed companies in this manner, which significantly boosted its reported revenue in 2021. But by the end of 2022, the average value of those start-ups had plummeted about 80%. The bears claim Palantir was merely trying to turn its own cash into revenue through speculative SPAC deals -- and that it pursued that reckless strategy to mask the slowing growth of its core businesses.</p><p>Palantir admits the ongoing class action lawsuits regarding those deals &#34;could result in substantial costs and a diversion of our management&#39;s attention and resources&#34; in its latest 10-Q filing. During its conference call for the first quarter of 2023, Palantir admitted its revenue from SPAC contracts had inflated the quarter-over-quarter growth of its U.S. commercial business by 15 points to 39%. It didn&#39;t disclose that eyebrow-raising figure again in the second quarter.</p><h2 id=\"id_3454035294\">Which argument makes more sense?</h2><p>Palantir&#39;s slowing growth, high valuation, and questionable business deals with subservient SPACs all make it a weak investment right now. It&#39;s made some good progress toward stabilizing its margins and profits but simply doesn&#39;t seem like a great investment when so many other high-quality tech stocks are still on sale.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Palantir, and 3 Reasons to Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Palantir, and 3 Reasons to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-18 08:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/17/3-reasons-to-buy-palantir-and-3-reasons-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir made its public debut through a direct listing nearly three years ago. The data mining and analytics company's stock started trading at $10, soared to its all-time high of $39 the following ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/17/3-reasons-to-buy-palantir-and-3-reasons-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/09/17/3-reasons-to-buy-palantir-and-3-reasons-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368981080","content_text":"Palantir made its public debut through a direct listing nearly three years ago. The data mining and analytics company's stock started trading at $10, soared to its all-time high of $39 the following January, and now trades at about $15.The bulls were initially impressed by Palantir's established presence across U.S. government agencies, the expansion of its commercial business, and its goal of growing revenue by at least 30% annually from 2021 to 2025. However, the bears rushed in as growth cooled off and rising interest rates popped its bubbly valuation.Palantir remains a divisive stock after that big pullback. Let's review three reasons to buy the company -- and three reasons to sell it -- to see if it's a worthwhile investment.The three reasons to buy PalantirThe bulls still love Palantir because it's an artificial intelligence (AI) play, its margins are expanding, and its free cash flow (FCF) is rising at an impressive rate.Palantir operates two main platforms: Gotham for government agencies and Foundry for its commercial clients. Both platforms gather large amounts of data from disparate sources and then analyze all that information to help organizations make smarter decisions.This June, Palantir added new AI features to that ecosystem with its AI Platform, which helps clients build new AI apps and analyze data with large language models. The company also expects the AI arms race across the government and commercial sectors to drive the market's long-term demand for its data-crunching services. In other words, the market's interest in AI stocks might light a fire under its stock for the foreseeable future.Palantir's revenue growth has cooled off since its public debut, but its adjusted operating margin expanded from 17% in 2020 to 22% in 2022 before rising to 25% in the first half of 2023. It's also remained profitable on a generally accepted accounting principles (GAAP) basis over the past three quarters and expects to stay in the black for the foreseeable future. A fourth consecutive quarter of GAAP profitability would make it eligible for inclusion in the S&P 500 -- and joining that benchmark index could stabilize its price by bringing in big funds and institutional investors.Palantir's adjusted FCF margin improved from negative 25% in 2020 to positive 28% in 2022, then expanded again to positive 27% in the first half of 2023. To capitalize on that rapid FCF growth, the company recently authorized a new $1 billion buyback plan -- which suggests management believes its own shares are still undervalued.The three reasons to sell PalantirThe bears argue that Palantir's sales growth is unimpressive, its valuation is still too high, and its questionable deals with special purpose acquisition companies (SPACs) raise red flags regarding its business strategies.Palantir's revenue rose 47% in 2020 and 41% in 2021 but grew a mere 24% in 2022. The company only expects its revenue to rise 16% in 2023. It mainly attributes that slowdown to the uneven timing of its government contracts and macro headwinds for its commercial business, but competition from other data mining platforms, like Alteryx, and internal U.S. government platforms, like RAVEn, could be exacerbating that pain.Palantir still trades at 58x forward adjusted earnings and 15x this year's sales. Alteryx is growing slower but trades at just 28x forward earnings and 3x this year's sales. Therefore, it seems like the AI hype is inflating Palantir's valuation -- even though its new AI Platform probably won't significantly boost its near-term sales or profits.Lastly, the company still faces multiple investor lawsuits regarding its investments in nearly two dozen start-ups that merged with SPACs throughout 2021 and 2022. To secure those funds, those start-ups were required to sign multiyear contracts with Palantir that either matched or exceeded the company's initial investments (between $10 million to $40 million).Palantir secured over $700 million in contracts from its own SPAC-backed companies in this manner, which significantly boosted its reported revenue in 2021. But by the end of 2022, the average value of those start-ups had plummeted about 80%. The bears claim Palantir was merely trying to turn its own cash into revenue through speculative SPAC deals -- and that it pursued that reckless strategy to mask the slowing growth of its core businesses.Palantir admits the ongoing class action lawsuits regarding those deals \"could result in substantial costs and a diversion of our management's attention and resources\" in its latest 10-Q filing. During its conference call for the first quarter of 2023, Palantir admitted its revenue from SPAC contracts had inflated the quarter-over-quarter growth of its U.S. commercial business by 15 points to 39%. It didn't disclose that eyebrow-raising figure again in the second quarter.Which argument makes more sense?Palantir's slowing growth, high valuation, and questionable business deals with subservient SPACs all make it a weak investment right now. It's made some good progress toward stabilizing its margins and profits but simply doesn't seem like a great investment when so many other high-quality tech stocks are still on sale.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221084129235080,"gmtCreate":1694996869306,"gmtModify":1694996873629,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"All about&nbsp;market share yeah&nbsp;","listText":"All about&nbsp;market share yeah&nbsp;","text":"All about market share yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221084129235080","repostId":"2367649832","repostType":2,"repost":{"id":"2367649832","pubTimestamp":1694913000,"share":"https://www.laohu8.com/m/news/2367649832?lang=&edition=full","pubTime":"2023-09-17 09:10","market":"us","language":"en","title":"NIO: Improving Risk/Reward","url":"https://stock-news.laohu8.com/highlight/detail?id=2367649832","media":"Seeking Alpha","summary":"NIO Inc. is experiencing stronger delivery growth, with an increase of 81% YoY in August 2023.The company's delivery rebound is a promising sign that supply chain issues and production delays are impr","content":"<html><head></head><body><ul style=\"\"><li><p>NIO Inc. is experiencing stronger delivery growth, with an increase of 81% YoY in August 2023.</p></li><li><p>The company&#39;s delivery rebound is a promising sign that supply chain issues and production delays are improving.</p></li><li><p>NIO&#39;s profit margins need to significantly improve in order to warrant a higher stock rating.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ddf0943a93f4ecd7825e6732cb46f8a\" alt=\"Andy Feng\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><p>Electric-vehicle company <strong>NIO Inc. (NYSE:NIO)</strong> raised some alarm bells in terms of weakening profit margins. But NIO, despite all the concerns that I have had in the past, is seeing stronger delivery growth.</p><p>The company is seeing an upsurge in deliveries, with July and August 2023 being particularly successful months, amid a rebound in demand following draconian Covid-19 lock-downs that hurt consumers as much as EV producers.</p><p>Though I am happy to admit that the risk/reward has improved for NIO, particularly because 2Q-23 margins showed signs of expansion and deliveries are happening at a faster pace, profit margins need to drastically improve moving forward.</p><p>With brighter delivery prospects in 2023 and my price target of $10 being reached, I am now modifying my stock rating to Hold.</p><h2 id=\"id_1280502806\">My Rating History</h2><p>I placed a $10 fair value on NIO’s stock back in July 2022 which resulted in a Sell rating. In February 2023, I pointed to growing profit risks for NIO due to falling prices for electric-vehicles, following Tesla’s (TSLA) announcement to lower prices for a number of its models.</p><p>Taking into account that NIO has seen a rebound in delivery growth in the last two months and that (vehicle) margins show upside mobility, my stock classification for NIO is now Hold.</p><p>I would lift my stock classification to Buy under the condition that the electric-vehicle company is able to turn its profit/margin situation around.</p><h2 id=\"id_818601916\">NIO’s Delivery Performance Is Now Improving</h2><p>NIO delivered 19,329 electric-vehicles in August 2023, representing an increase of 81.0% YoY. It was the second-best month for the electric-vehicle company in 2023 in terms of total deliveries in the current year: Only in July did NIO deliver more electric-vehicles, a total of 20,462.</p><p>Though NIO is not breaking down its delivery numbers in terms of models, the company revealed that its five SUVs in the portfolio accounted for 62% of total deliveries in August. The remaining 38% were attributable to the two Sedans in NIO’s growing portfolio, the ET5/ET5T and the ET7.</p><p>The rebound in deliveries, particularly over the second quarter, is a promising sign that supply chain issues and production delays are a thing of the past.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f67c04581511e862c681d2842110db3\" alt=\"NIO EV Sales (NIO Inc)\" title=\"NIO EV Sales (NIO Inc)\" tg-width=\"640\" tg-height=\"349\"/><span>NIO EV Sales (NIO Inc)</span></p><p>The drop in deliveries at the beginning of the year as well as during the second quarter were primarily due to softening demand for electric-vehicles and some customers delaying purchases in order to take advantage of discounts and lower electric-vehicle prices. The improving delivery picture stands in stark contrast to NIO’s stock price trend since the beginning of August. The loss of investor interest, surprisingly, happened just when NIO said that it anticipates an ongoing recovery of its deliveries: For 3Q-23, NIO expects 55-57K deliveries, which reflects an almost 140% QoQ growth rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/057ad5123493634d92b5ffc539fbbf2c\" alt=\"NIO Stock Price (Finviz.com)\" title=\"NIO Stock Price (Finviz.com)\" tg-width=\"640\" tg-height=\"284\"/><span>NIO Stock Price (Finviz.com)</span></p><h2 id=\"id_1443322964\">Improving Margin Picture As 2Q-23 Showed Upside Momentum On Increased Volumes</h2><p>Though NIO is seeing an improving delivery trajectory, NIO is facing a new problem that could keep the stock’s upside limited moving forward. Tesla’s price actions, particularly in the first quarter, have resulted in growing profit pressure for NIO, a situation that is not yet resolved.</p><p>NIO reported a concerning 1,300 basis point YoY drop in its (vehicle) margins in the first quarter, due to falling prices as well as soft demand.</p><p>In the second quarter, however, the margin picture slightly improved: NIO revealed a 2Q-23 (vehicle) margin of 6.2%, reflecting a QoQ improvement of 110 basis points. While the QoQ growth in margins is as promising as it points in the right direction, particularly because it has been achieved at a time of accelerating delivery growth, margins are still low. Thus, NIO’s margins will remain challenged in the short-term as NIO announced a price cut of 30,000 Chinese Yuan (approximately $4,200) as well as a reduction in service levels for new buyers of a NIO electric-vehicle in June. Buyers of an NIO electric-vehicle will no longer receive free battery swapping in the future, making the purchase of an NIO electric-vehicle less appealing to prospective buyers.</p><p>Margin compression is a major issue for NIO, particularly since the company is already losing a boatload of money. NIO reported an adjusted net loss of RMB 5.45 billion (US$751.0 million) in the second quarter, reflecting an increase of 140% YoY. NIO’s adjusted net loss adjusts for share-based expenses and losses are unsustainably high.</p><p>With that said, NIO’s profit margins will remain under pressure in the short-term and an improvement in the margin picture would get me to consider NIO as a Buy moving forward.</p><h2 id=\"id_4225624889\">NIO Is Now Probably Fairly Valued</h2><p>My price target on NIO was $10 and NIO’s stock closed at $10.04 last Friday. NIO is presently selling at a P/S ratio of 2.4x which, in my view, is a fair valuation multiple, particularly given NIO&#39;s margin situation.</p><p><strong>XPeng</strong> <strong>Inc.</strong> <strong>(XPEV)</strong> and <strong>BYD Co. Ltd. (OTCPK:BYDDF)</strong> sell at 5.1x and 1.2x sales respectively. I will revisit NIO’s upside case in the event that the margin situation improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b1b2cc54cd9f8242d2a394ac1e103e3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><h2 id=\"id_1553267170\">Improved Risk/Reward</h2><p>NIO’s margins have taken in 2023, due to cut-throat competition in the electric-vehicle market and NIO, during the second quarter, suffered headwinds to its delivery growth.</p><p>With that being said, the situation, and therefore the risk/reward ratio, has improved for NIO because NIO’s 2Q-23 (vehicle) margins experienced QoQ expansion and delivery growth rates in July and August were impressive. If NIO can continue on this trajectory and meet its guidance for 3Q-23, then I could finally be warming up to NIO.</p><h2 id=\"id_349767527\">My Conclusion</h2><p>I have been skeptical of NIO in the past because the company was trading at too high a valuation multiple, particularly during the pandemic.</p><p>Since NIO is seeing a solid rebound in delivery growth and (vehicle) margins finally saw some uptick momentum in 2Q-23, I am modifying my stock classification to Hold.</p><p>If NIO can maintain its current delivery run-rate and improve its (vehicle) margins, I would even be willing to reconsider my Hold classification moving forward.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>NIO: Improving Risk/Reward</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\">\nNIO: Improving Risk/Reward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-17 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4635459-nio-improving-risk-reward-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc. is experiencing stronger delivery growth, with an increase of 81% YoY in August 2023.The company's delivery rebound is a promising sign that supply chain issues and production delays are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4635459-nio-improving-risk-reward-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","09866":"蔚来-SW","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4592":"伊斯兰概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NIO":"蔚来","BK4555":"新能源车","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","NIO.SI":"蔚来","BK4527":"明星科技股","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","BK4526":"热门中概股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"https://seekingalpha.com/article/4635459-nio-improving-risk-reward-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2367649832","content_text":"NIO Inc. is experiencing stronger delivery growth, with an increase of 81% YoY in August 2023.The company's delivery rebound is a promising sign that supply chain issues and production delays are improving.NIO's profit margins need to significantly improve in order to warrant a higher stock rating.Andy FengElectric-vehicle company NIO Inc. (NYSE:NIO) raised some alarm bells in terms of weakening profit margins. But NIO, despite all the concerns that I have had in the past, is seeing stronger delivery growth.The company is seeing an upsurge in deliveries, with July and August 2023 being particularly successful months, amid a rebound in demand following draconian Covid-19 lock-downs that hurt consumers as much as EV producers.Though I am happy to admit that the risk/reward has improved for NIO, particularly because 2Q-23 margins showed signs of expansion and deliveries are happening at a faster pace, profit margins need to drastically improve moving forward.With brighter delivery prospects in 2023 and my price target of $10 being reached, I am now modifying my stock rating to Hold.My Rating HistoryI placed a $10 fair value on NIO’s stock back in July 2022 which resulted in a Sell rating. In February 2023, I pointed to growing profit risks for NIO due to falling prices for electric-vehicles, following Tesla’s (TSLA) announcement to lower prices for a number of its models.Taking into account that NIO has seen a rebound in delivery growth in the last two months and that (vehicle) margins show upside mobility, my stock classification for NIO is now Hold.I would lift my stock classification to Buy under the condition that the electric-vehicle company is able to turn its profit/margin situation around.NIO’s Delivery Performance Is Now ImprovingNIO delivered 19,329 electric-vehicles in August 2023, representing an increase of 81.0% YoY. It was the second-best month for the electric-vehicle company in 2023 in terms of total deliveries in the current year: Only in July did NIO deliver more electric-vehicles, a total of 20,462.Though NIO is not breaking down its delivery numbers in terms of models, the company revealed that its five SUVs in the portfolio accounted for 62% of total deliveries in August. The remaining 38% were attributable to the two Sedans in NIO’s growing portfolio, the ET5/ET5T and the ET7.The rebound in deliveries, particularly over the second quarter, is a promising sign that supply chain issues and production delays are a thing of the past.NIO EV Sales (NIO Inc)The drop in deliveries at the beginning of the year as well as during the second quarter were primarily due to softening demand for electric-vehicles and some customers delaying purchases in order to take advantage of discounts and lower electric-vehicle prices. The improving delivery picture stands in stark contrast to NIO’s stock price trend since the beginning of August. The loss of investor interest, surprisingly, happened just when NIO said that it anticipates an ongoing recovery of its deliveries: For 3Q-23, NIO expects 55-57K deliveries, which reflects an almost 140% QoQ growth rate.NIO Stock Price (Finviz.com)Improving Margin Picture As 2Q-23 Showed Upside Momentum On Increased VolumesThough NIO is seeing an improving delivery trajectory, NIO is facing a new problem that could keep the stock’s upside limited moving forward. Tesla’s price actions, particularly in the first quarter, have resulted in growing profit pressure for NIO, a situation that is not yet resolved.NIO reported a concerning 1,300 basis point YoY drop in its (vehicle) margins in the first quarter, due to falling prices as well as soft demand.In the second quarter, however, the margin picture slightly improved: NIO revealed a 2Q-23 (vehicle) margin of 6.2%, reflecting a QoQ improvement of 110 basis points. While the QoQ growth in margins is as promising as it points in the right direction, particularly because it has been achieved at a time of accelerating delivery growth, margins are still low. Thus, NIO’s margins will remain challenged in the short-term as NIO announced a price cut of 30,000 Chinese Yuan (approximately $4,200) as well as a reduction in service levels for new buyers of a NIO electric-vehicle in June. Buyers of an NIO electric-vehicle will no longer receive free battery swapping in the future, making the purchase of an NIO electric-vehicle less appealing to prospective buyers.Margin compression is a major issue for NIO, particularly since the company is already losing a boatload of money. NIO reported an adjusted net loss of RMB 5.45 billion (US$751.0 million) in the second quarter, reflecting an increase of 140% YoY. NIO’s adjusted net loss adjusts for share-based expenses and losses are unsustainably high.With that said, NIO’s profit margins will remain under pressure in the short-term and an improvement in the margin picture would get me to consider NIO as a Buy moving forward.NIO Is Now Probably Fairly ValuedMy price target on NIO was $10 and NIO’s stock closed at $10.04 last Friday. NIO is presently selling at a P/S ratio of 2.4x which, in my view, is a fair valuation multiple, particularly given NIO's margin situation.XPeng Inc. (XPEV) and BYD Co. Ltd. (OTCPK:BYDDF) sell at 5.1x and 1.2x sales respectively. I will revisit NIO’s upside case in the event that the margin situation improves.Data by YChartsImproved Risk/RewardNIO’s margins have taken in 2023, due to cut-throat competition in the electric-vehicle market and NIO, during the second quarter, suffered headwinds to its delivery growth.With that being said, the situation, and therefore the risk/reward ratio, has improved for NIO because NIO’s 2Q-23 (vehicle) margins experienced QoQ expansion and delivery growth rates in July and August were impressive. If NIO can continue on this trajectory and meet its guidance for 3Q-23, then I could finally be warming up to NIO.My ConclusionI have been skeptical of NIO in the past because the company was trading at too high a valuation multiple, particularly during the pandemic.Since NIO is seeing a solid rebound in delivery growth and (vehicle) margins finally saw some uptick momentum in 2Q-23, I am modifying my stock classification to Hold.If NIO can maintain its current delivery run-rate and improve its (vehicle) margins, I would even be willing to reconsider my Hold classification moving forward.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218618206806048,"gmtCreate":1694408511328,"gmtModify":1694408515730,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good info tq","listText":"Good info tq","text":"Good info tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218618206806048","repostId":"1122786647","repostType":2,"repost":{"id":"1122786647","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":1694386670,"share":"https://www.laohu8.com/m/news/1122786647?lang=&edition=full","pubTime":"2023-09-11 06:57","market":"us","language":"en","title":"Apple’s iPhone 15 Event, Inflation Data, Oracle and Adobe Earnings, and More to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1122786647","media":"Dow Jones","summary":"The latest inflationdata will be this week’s main event, coming right before the Federal Reserve’s September policy meeting. Several investor days, an Apple iPhone-unveiling event, and a European Cent","content":"<html><head></head><body><p>The latest inflation data will be this week’s main event, coming right before the Federal Reserve’s September policy meeting. Several investor days, an Apple iPhone-unveiling event, and a European Central Bank interest-rate decision will be other highlights.</p><p style=\"text-align: start;\">Oracle releases its latest quarterly results on Monday. Adobe, Copart, and Lennar report on Thursday. Moderna hosts an investor day on Tuesday. Bristol Myers Squibb, Brown &amp; Brown, Ecolab, and LabCorp. will all speak with investors on Thursday.</p><p>Apple is hosting a product event on Tuesday, at which it is expected to announce its iPhone 15 and other hardware.</p><p>The Bureau of Labor Statistics will release the consumer price index for August on Wednesday morning. Economist consensus calls for a 3.6% year-over-year increase in the headline index and a 4.4% rise in the core CPI, which excludes food and energy components. On Thursday, the BLS will release the producer price index for August.</p><p>The European Central Bank will announce a monetary-policy decision on Thursday. Futures pricing is in favor of no change in interest rates.</p><p>Other economic data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for August on Tuesday, the Census Bureau’s retail sales data for August on Thursday, and the University of Michigan’s Consumer Sentiment index for September on Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae88c393b76797c80ccde012ed686f26\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_2727767800\">Monday 9/11 </h2><p><strong>Oracle reports</strong> first-quarter fiscal 2024 results.</p><h2 id=\"id_1105899081\">Tuesday 9/12</h2><p><strong>Apple holds a press event </strong>at its headquarters in Cupertino, Calif. The company is expected to announce details about the iPhone 15 as well as new Apple Watch models.</p><p><strong>The National Federation of Independent Business</strong> releases its Small Business Optimism Index for August. The consensus call is for a 91.3 reading, slightly less than the July figure.</p><h2 id=\"id_2306739923\">Wednesday 9/13</h2><p><strong>Moderna hosts</strong> its 2023 R&amp;D Day.</p><p><strong>The Bureau of Labor Statistics</strong> releases the consumer price index for August. Economists forecast a 3.6% year-over-year increase, four-tenths of a percentage point more than in July. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.4% following a 4.7% gain previously. The CPI is nearly six percentage points lower than its peak of 9.1% reached in June of 2022.</p><h2 id=\"id_633081306\">Thursday 9/14</h2><p><strong>Adobe, Copart,</strong> and Lennar release earnings.</p><p><strong>Brown &amp; Brown,</strong> Ecolab, and Laboratory Corp. of America Holdings hold investor days.</p><p><strong>Bristol Myers Squibb</strong> hosts its 2023 R&amp;D Day.</p><p><strong>The current contract</strong> <strong>between the United Auto Workers and the Big Three automakers</strong> expires at 11:59 p.m. Eastern. The UAW has authorized a strike if no contract is agreed upon by the deadline. The current contract covers nearly 150,000 workers.</p><p><strong>The European Central Bank</strong> announces its monetary-policy decision. Traders are pricing in a one in three chance that the central bank will raise its key short-term interest by a quarter of a percentage point to 4%. The ECB has raised its target rate from negative 0.5% to 3.75% in a little more than a year.</p><p><strong>The Census Bureau reports</strong> retail sales data for August. Consensus estimate is for 0.2% increase month over month. Excluding autos, retail sales are seen rising 0.5%. This compares with gains of 0.7% and 1%, respectively, in July.</p><p><strong>The BLS releases </strong>the producer price index for August. The PPI is expected to increase 1.4% year over year, while the core PPI is seen gaining 3%. They rose 0.8% and 2.4%, respectively, in July. </p><h2 id=\"id_1913486269\">Friday 9/15</h2><p><strong>The University of Michigan</strong> releases its Consumer Sentiment index for September. Economists forecast a 69.4 reading, roughly even with the August data. In that month, consumers’ expectations for the year-ahead inflation was 3.5%.</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>Apple’s iPhone 15 Event, Inflation Data, Oracle and Adobe Earnings, and More to Watch This Week</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\">\nApple’s iPhone 15 Event, Inflation Data, Oracle and Adobe Earnings, and More to Watch This Week\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\">2023-09-11 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The latest inflation data will be this week’s main event, coming right before the Federal Reserve’s September policy meeting. Several investor days, an Apple iPhone-unveiling event, and a European Central Bank interest-rate decision will be other highlights.</p><p style=\"text-align: start;\">Oracle releases its latest quarterly results on Monday. Adobe, Copart, and Lennar report on Thursday. Moderna hosts an investor day on Tuesday. Bristol Myers Squibb, Brown &amp; Brown, Ecolab, and LabCorp. will all speak with investors on Thursday.</p><p>Apple is hosting a product event on Tuesday, at which it is expected to announce its iPhone 15 and other hardware.</p><p>The Bureau of Labor Statistics will release the consumer price index for August on Wednesday morning. Economist consensus calls for a 3.6% year-over-year increase in the headline index and a 4.4% rise in the core CPI, which excludes food and energy components. On Thursday, the BLS will release the producer price index for August.</p><p>The European Central Bank will announce a monetary-policy decision on Thursday. Futures pricing is in favor of no change in interest rates.</p><p>Other economic data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for August on Tuesday, the Census Bureau’s retail sales data for August on Thursday, and the University of Michigan’s Consumer Sentiment index for September on Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae88c393b76797c80ccde012ed686f26\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_2727767800\">Monday 9/11 </h2><p><strong>Oracle reports</strong> first-quarter fiscal 2024 results.</p><h2 id=\"id_1105899081\">Tuesday 9/12</h2><p><strong>Apple holds a press event </strong>at its headquarters in Cupertino, Calif. The company is expected to announce details about the iPhone 15 as well as new Apple Watch models.</p><p><strong>The National Federation of Independent Business</strong> releases its Small Business Optimism Index for August. The consensus call is for a 91.3 reading, slightly less than the July figure.</p><h2 id=\"id_2306739923\">Wednesday 9/13</h2><p><strong>Moderna hosts</strong> its 2023 R&amp;D Day.</p><p><strong>The Bureau of Labor Statistics</strong> releases the consumer price index for August. Economists forecast a 3.6% year-over-year increase, four-tenths of a percentage point more than in July. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.4% following a 4.7% gain previously. The CPI is nearly six percentage points lower than its peak of 9.1% reached in June of 2022.</p><h2 id=\"id_633081306\">Thursday 9/14</h2><p><strong>Adobe, Copart,</strong> and Lennar release earnings.</p><p><strong>Brown &amp; Brown,</strong> Ecolab, and Laboratory Corp. of America Holdings hold investor days.</p><p><strong>Bristol Myers Squibb</strong> hosts its 2023 R&amp;D Day.</p><p><strong>The current contract</strong> <strong>between the United Auto Workers and the Big Three automakers</strong> expires at 11:59 p.m. Eastern. The UAW has authorized a strike if no contract is agreed upon by the deadline. The current contract covers nearly 150,000 workers.</p><p><strong>The European Central Bank</strong> announces its monetary-policy decision. Traders are pricing in a one in three chance that the central bank will raise its key short-term interest by a quarter of a percentage point to 4%. The ECB has raised its target rate from negative 0.5% to 3.75% in a little more than a year.</p><p><strong>The Census Bureau reports</strong> retail sales data for August. Consensus estimate is for 0.2% increase month over month. Excluding autos, retail sales are seen rising 0.5%. This compares with gains of 0.7% and 1%, respectively, in July.</p><p><strong>The BLS releases </strong>the producer price index for August. The PPI is expected to increase 1.4% year over year, while the core PPI is seen gaining 3%. They rose 0.8% and 2.4%, respectively, in July. </p><h2 id=\"id_1913486269\">Friday 9/15</h2><p><strong>The University of Michigan</strong> releases its Consumer Sentiment index for September. Economists forecast a 69.4 reading, roughly even with the August data. In that month, consumers’ expectations for the year-ahead inflation was 3.5%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ADBE":"Adobe",".SPX":"S&P 500 Index","ORCL":"甲骨文","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122786647","content_text":"The latest inflation data will be this week’s main event, coming right before the Federal Reserve’s September policy meeting. Several investor days, an Apple iPhone-unveiling event, and a European Central Bank interest-rate decision will be other highlights.Oracle releases its latest quarterly results on Monday. Adobe, Copart, and Lennar report on Thursday. Moderna hosts an investor day on Tuesday. Bristol Myers Squibb, Brown & Brown, Ecolab, and LabCorp. will all speak with investors on Thursday.Apple is hosting a product event on Tuesday, at which it is expected to announce its iPhone 15 and other hardware.The Bureau of Labor Statistics will release the consumer price index for August on Wednesday morning. Economist consensus calls for a 3.6% year-over-year increase in the headline index and a 4.4% rise in the core CPI, which excludes food and energy components. On Thursday, the BLS will release the producer price index for August.The European Central Bank will announce a monetary-policy decision on Thursday. Futures pricing is in favor of no change in interest rates.Other economic data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for August on Tuesday, the Census Bureau’s retail sales data for August on Thursday, and the University of Michigan’s Consumer Sentiment index for September on Friday.Monday 9/11 Oracle reports first-quarter fiscal 2024 results.Tuesday 9/12Apple holds a press event at its headquarters in Cupertino, Calif. The company is expected to announce details about the iPhone 15 as well as new Apple Watch models.The National Federation of Independent Business releases its Small Business Optimism Index for August. The consensus call is for a 91.3 reading, slightly less than the July figure.Wednesday 9/13Moderna hosts its 2023 R&D Day.The Bureau of Labor Statistics releases the consumer price index for August. Economists forecast a 3.6% year-over-year increase, four-tenths of a percentage point more than in July. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.4% following a 4.7% gain previously. The CPI is nearly six percentage points lower than its peak of 9.1% reached in June of 2022.Thursday 9/14Adobe, Copart, and Lennar release earnings.Brown & Brown, Ecolab, and Laboratory Corp. of America Holdings hold investor days.Bristol Myers Squibb hosts its 2023 R&D Day.The current contract between the United Auto Workers and the Big Three automakers expires at 11:59 p.m. Eastern. The UAW has authorized a strike if no contract is agreed upon by the deadline. The current contract covers nearly 150,000 workers.The European Central Bank announces its monetary-policy decision. Traders are pricing in a one in three chance that the central bank will raise its key short-term interest by a quarter of a percentage point to 4%. The ECB has raised its target rate from negative 0.5% to 3.75% in a little more than a year.The Census Bureau reports retail sales data for August. Consensus estimate is for 0.2% increase month over month. Excluding autos, retail sales are seen rising 0.5%. This compares with gains of 0.7% and 1%, respectively, in July.The BLS releases the producer price index for August. The PPI is expected to increase 1.4% year over year, while the core PPI is seen gaining 3%. They rose 0.8% and 2.4%, respectively, in July. Friday 9/15The University of Michigan releases its Consumer Sentiment index for September. Economists forecast a 69.4 reading, roughly even with the August data. In that month, consumers’ expectations for the year-ahead inflation was 3.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218617254998144,"gmtCreate":1694408294298,"gmtModify":1694408298679,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Sightseeing","listText":"Sightseeing","text":"Sightseeing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218617254998144","repostId":"2366433019","repostType":2,"repost":{"id":"2366433019","pubTimestamp":1694385000,"share":"https://www.laohu8.com/m/news/2366433019?lang=&edition=full","pubTime":"2023-09-11 06:30","market":"us","language":"en","title":"Up 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2366433019","media":"Motley Fool","summary":"These three stocks are filled to the brim with potential -- but are they worth buying right now?","content":"<html><head></head><body><h2 id=\"id_1707780007\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Shopify&#39;s recent quarterly report shows it can still grow while cutting costs.</p></li><li><p>Past performance indicates that Palantir could continue moving higher despite a rising valuation.</p></li><li><p>Cloudflare&#39;s financial inflection point spells good things for investors.</p></li></ul><p>Without a doubt, growth stocks have been big winners in 2023. Yet, with autumn right around the corner, many growth stocks appear to have stalled out. So, is now the time to buy or the time to bail out?</p><p>This week, three Motley Fool contributors will examine <strong>Shopify</strong>, <strong>Palantir</strong>, and <strong>Cloudflare</strong> to see what&#39;s going on.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5faa3f84250dbe6470b51e9d3e4ddd70\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_3604912720\">Shopify&#39;s revenue growth is back to levels not seen since 2021.</h2><p><strong>Jake Lerch (Shopify):</strong> Up 86% year to date, Shopify has enjoyed quite the rebound in 2023. Yet, after a dismal 2022, shares of the Canadian e-commerce platform remain more than 61% off their all-time high achieved roughly two years ago. Still, I think Shopify is worth considering because of its massive growth potential.</p><p>In its most recent quarter (the three months ended on June 30, 2023), Shopify reported $1.7 billion in revenue and $55 billion in Gross Market Value (GMV) sales on its platform. That represents year-over-year revenue growth of 31%, nearly double the 16% revenue growth that Shopify recorded a year ago.</p><p>What&#39;s more, the company&#39;s product attach rate (company revenue divided by GMV of all products sold on the platform) increased to a best-ever 3.08% -- meaning Shopify is generating more revenue for each dollar of products sold on its platform. </p><p>In addition, the company&#39;s subscription revenue has grown to $444 million, up 21% from a year ago. Not only is this subscription revenue more consistent, but it&#39;s more profitable. Shopify&#39;s Subscription Solution segment boasts a gross margin of 81%, compared to the company&#39;s overall gross margin of 49%.</p><p>Looking ahead, management anticipates around 20% revenue growth next quarter as the company completes the sale of its logistics business. In addition, Shopify expects free cash flow to increase as its recent cost-cutting measures kick in.</p><p>Overall, Shopify is a company that is trimming the fat and revving up growth -- an excellent combination for a growth stock on the rise.</p><h2 id=\"id_213468650\">A new AI platform breathed new life into this emerging analytics company</h2><p><strong>Will Healy</strong> <strong>(Palantir): </strong>One of the more prominent beneficiaries of this year&#39;s tech rally is Palantir. Year to date, the stock has risen by approximately 140%, even when accounting for a recent pullback.</p><p>Investors piled into Palantir in the spring as the artificial intelligence and machine-learning-related benefits of Palantir&#39;s Gotham and Foundry platforms became more apparent to investors.</p><p>However, the stock reached a new level when Palantir introduced its Artificial Intelligence Platform (AIP) in May. The AIP enhances Palantir&#39;s analysis capabilities, capitalizing on large language models to refine the software package&#39;s analytical results. Despite its recent release in May, more than 100 organizations have begun to use AIP, according to CEO Alex Karp.</p><p>Moreover, even with the massive stock price increase this year, Palantir trades 61% below its all-time high. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9a1194f7b5e4d960a21f147ec8ee59\" alt=\"PLTR data by YCharts.\" title=\"PLTR data by YCharts.\" tg-width=\"720\" tg-height=\"433\"/><span>PLTR data by YCharts.</span></p><p>Despite that discount, it may be a more attractive investment now. Its revenue for the first half of 2023 came in at just under $1.1 billion, a 15% increase from the same period in 2022.</p><p>Also, unlike the days of the 2021 bull market, Palantir now earns a generally accepted accounting principles (GAAP) profit and has done so for three consecutive quarters. In the first two quarters of 2023, it earned $47 million in net income, an improvement over the $281 million loss during the same period in 2022. Interest income accounted for most of that profit, though it reported $14 million in net operating income. Palantir also expects to earn a profit in each of the next two quarters.</p><p>The downside of these improvements is that the price-to-sales (P/S) ratio has risen to 16. While that does not make Palantir a cheap stock, it is less expensive than in the 2021 bull market when the sales multiple rarely fell below 24.</p><p>Ultimately, the fact that the software as a service (SaaS) stock is now profitable should make such valuations more tolerable. As long as more organizations continue turning to Palantir&#39;s technology, investor interest should grow over time.</p><h2 id=\"id_1521400577\">Investors are paying up for Cloudflare&#39;s long-term prospects</h2><p><strong>Justin Pope (Cloudflare):</strong> Shares of this content distribution network (CDN) and internet technology company are up more than 40% in 2023. Despite this comeback, the stock is roughly 70% off its former highs. Cloudflare was a market darling in 2021, and investors bid shares to an eye-popping valuation as high as 113 times sales.</p><p>What makes Cloudflare such an appealing company? It began as a CDN, which houses data centers worldwide. Customers cache their websites and data on these servers. When someone calls up a site, the network will send the information from the closest server, creating faster load times and better reliability. But Cloudflare is taking things further, layering additional products and services such as security on top of its CDN product.</p><p>This encourages revenue growth from existing customers spending more on Cloudflare over time. The company&#39;s dollar retention rate has ranged from 115% to 126% over the past five quarters, meaning it&#39;s growing without adding new customers, though it&#39;s not slouching there either. The company has 174,129 paying customers, and those spending at least $100,000 (2,352) grew 34% year over year in the second quarter.</p><p>Perhaps best of all, Cloudflare has grown enough to generate free cash flow, a big step toward profitability. Management estimates that product innovation and secular growth will raise its addressable market to $204 billion by 2026. In other words, Cloudflare could grow for years to come.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3328b1f5e807dbfbefeb8664493cc17\" alt=\"NET Revenue (TTM) data by YCharts\" title=\"NET Revenue (TTM) data by YCharts\" tg-width=\"720\" tg-height=\"433\"/><span>NET Revenue (TTM) data by YCharts</span></p><p>The stock isn&#39;t necessarily cheap at a price-to-sales ratio (P/S) of 16, but it&#39;s at least feasible (versus 113 times sales) enough for long-term investors. Consider dollar-cost averaging into Cloudflare as a potential cornerstone of the internet over the coming decades.</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>Up 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?</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\">\nUp 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-11 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/10/up-42-to-138-is-now-the-time-to-buy-these-3-growth/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSShopify's recent quarterly report shows it can still grow while cutting costs.Past performance indicates that Palantir could continue moving higher despite a rising valuation.Cloudflare's ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/10/up-42-to-138-is-now-the-time-to-buy-these-3-growth/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4524":"宅经济概念","PLTR":"Palantir Technologies Inc.","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4097":"系统软件","BK4585":"ETF&股票定投概念","BK4523":"印度概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","NET":"Cloudflare, Inc.","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","SHOP":"Shopify Inc","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2023/09/10/up-42-to-138-is-now-the-time-to-buy-these-3-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366433019","content_text":"KEY POINTSShopify's recent quarterly report shows it can still grow while cutting costs.Past performance indicates that Palantir could continue moving higher despite a rising valuation.Cloudflare's financial inflection point spells good things for investors.Without a doubt, growth stocks have been big winners in 2023. Yet, with autumn right around the corner, many growth stocks appear to have stalled out. So, is now the time to buy or the time to bail out?This week, three Motley Fool contributors will examine Shopify, Palantir, and Cloudflare to see what's going on.Image source: Getty Images.Shopify's revenue growth is back to levels not seen since 2021.Jake Lerch (Shopify): Up 86% year to date, Shopify has enjoyed quite the rebound in 2023. Yet, after a dismal 2022, shares of the Canadian e-commerce platform remain more than 61% off their all-time high achieved roughly two years ago. Still, I think Shopify is worth considering because of its massive growth potential.In its most recent quarter (the three months ended on June 30, 2023), Shopify reported $1.7 billion in revenue and $55 billion in Gross Market Value (GMV) sales on its platform. That represents year-over-year revenue growth of 31%, nearly double the 16% revenue growth that Shopify recorded a year ago.What's more, the company's product attach rate (company revenue divided by GMV of all products sold on the platform) increased to a best-ever 3.08% -- meaning Shopify is generating more revenue for each dollar of products sold on its platform. In addition, the company's subscription revenue has grown to $444 million, up 21% from a year ago. Not only is this subscription revenue more consistent, but it's more profitable. Shopify's Subscription Solution segment boasts a gross margin of 81%, compared to the company's overall gross margin of 49%.Looking ahead, management anticipates around 20% revenue growth next quarter as the company completes the sale of its logistics business. In addition, Shopify expects free cash flow to increase as its recent cost-cutting measures kick in.Overall, Shopify is a company that is trimming the fat and revving up growth -- an excellent combination for a growth stock on the rise.A new AI platform breathed new life into this emerging analytics companyWill Healy (Palantir): One of the more prominent beneficiaries of this year's tech rally is Palantir. Year to date, the stock has risen by approximately 140%, even when accounting for a recent pullback.Investors piled into Palantir in the spring as the artificial intelligence and machine-learning-related benefits of Palantir's Gotham and Foundry platforms became more apparent to investors.However, the stock reached a new level when Palantir introduced its Artificial Intelligence Platform (AIP) in May. The AIP enhances Palantir's analysis capabilities, capitalizing on large language models to refine the software package's analytical results. Despite its recent release in May, more than 100 organizations have begun to use AIP, according to CEO Alex Karp.Moreover, even with the massive stock price increase this year, Palantir trades 61% below its all-time high. PLTR data by YCharts.Despite that discount, it may be a more attractive investment now. Its revenue for the first half of 2023 came in at just under $1.1 billion, a 15% increase from the same period in 2022.Also, unlike the days of the 2021 bull market, Palantir now earns a generally accepted accounting principles (GAAP) profit and has done so for three consecutive quarters. In the first two quarters of 2023, it earned $47 million in net income, an improvement over the $281 million loss during the same period in 2022. Interest income accounted for most of that profit, though it reported $14 million in net operating income. Palantir also expects to earn a profit in each of the next two quarters.The downside of these improvements is that the price-to-sales (P/S) ratio has risen to 16. While that does not make Palantir a cheap stock, it is less expensive than in the 2021 bull market when the sales multiple rarely fell below 24.Ultimately, the fact that the software as a service (SaaS) stock is now profitable should make such valuations more tolerable. As long as more organizations continue turning to Palantir's technology, investor interest should grow over time.Investors are paying up for Cloudflare's long-term prospectsJustin Pope (Cloudflare): Shares of this content distribution network (CDN) and internet technology company are up more than 40% in 2023. Despite this comeback, the stock is roughly 70% off its former highs. Cloudflare was a market darling in 2021, and investors bid shares to an eye-popping valuation as high as 113 times sales.What makes Cloudflare such an appealing company? It began as a CDN, which houses data centers worldwide. Customers cache their websites and data on these servers. When someone calls up a site, the network will send the information from the closest server, creating faster load times and better reliability. But Cloudflare is taking things further, layering additional products and services such as security on top of its CDN product.This encourages revenue growth from existing customers spending more on Cloudflare over time. The company's dollar retention rate has ranged from 115% to 126% over the past five quarters, meaning it's growing without adding new customers, though it's not slouching there either. The company has 174,129 paying customers, and those spending at least $100,000 (2,352) grew 34% year over year in the second quarter.Perhaps best of all, Cloudflare has grown enough to generate free cash flow, a big step toward profitability. Management estimates that product innovation and secular growth will raise its addressable market to $204 billion by 2026. In other words, Cloudflare could grow for years to come.NET Revenue (TTM) data by YChartsThe stock isn't necessarily cheap at a price-to-sales ratio (P/S) of 16, but it's at least feasible (versus 113 times sales) enough for long-term investors. Consider dollar-cost averaging into Cloudflare as a potential cornerstone of the internet over the coming decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204980609204328,"gmtCreate":1691053616982,"gmtModify":1691053621034,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204980609204328","repostId":"2356133209","repostType":2,"repost":{"id":"2356133209","pubTimestamp":1691076987,"share":"https://www.laohu8.com/m/news/2356133209?lang=&edition=full","pubTime":"2023-08-03 23:36","market":"us","language":"en","title":"The Ultimate Growth Stocks to Buy With $1,000 Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2356133209","media":"Motley Fool","summary":"It's time for investors to be choosy with the market on fire.","content":"<html><head></head><body><p>$1,000 doesn&#39;t buy what it used to. But investing is the best way to make it grow. If you have some uninvested money in an IRA, brokerage, checking account, or under a mattress, consider putting it to work for you. </p><p>The market, specifically high-growth technology companies, has been on a tear this year. The tech-heavy <strong>Nasdaq Composite</strong> is up 38% so far, making up for its 33% fall in 2022. It&#39;s natural for investors to be excited, but it&#39;s important to remember that the market also has risks. The enthusiasm around artificial intelligence (AI) has propelled several companies to new highs that fundamentals may not support.</p><p>For this reason, looking at companies you are comfortable investing in for the long haul is crucial. What if the market drops tomorrow? Is the company strong enough to come back and produce tremendous profits for investors in the future? Both <strong>Alphabet</strong> and <strong>The Trade Desk</strong> should be strong enough to endure. Here&#39;s a closer look at why investors might rely on each of these tech stocks.</p><h2 id=\"id_922189047\"><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>&#39;s Google is still a superpower</h2><p>In my last Alphabet article, I warned investors against counting out the King of Search. Alphabet&#39;s impressive earnings since then propelled the stock another 8% higher, but there is plenty of room for more profits for long-term investors. The report was impressive on the top and bottom lines, with a 7% increase in sales to $75 billion and a 29% operating margin despite the challenging advertising market.</p><p>The operating margin grew year over year (YOY), showing that one of CEO Sundar Pichai&#39;s major initiatives is working. Pichai has pledged to make the company 20% more efficient after it increased its workforce and operating expenses significantly during the stimulus boom following the onset of COVID-19.</p><p>Alphabet must become more agile to get AI initiatives from the research and development (R&amp;D) phase to the market after being caught flatfooted by the release of ChatGPT. One way to do that, and reap financial benefits, is to reduce the number of voices in meetings.</p><p>The impression that Alphabet was behind competitors, like <strong>Microsoft</strong>, caused consternation on Wall Street, but Alphabet is definitely in the race. The company has several hot irons, like its large language model (LLM) chatbot Bard (which functions much like ChatGPT) and the next-generation conversational chatbot, LaMDA, which promises to be faster and more versatile. The initiatives have been in the works for years, and the competition from ChatGPT motivates Alphabet to go live to consumers.</p><p>Google Cloud also posted impressive numbers, rising 28% YOY to $8 billion in Q2. YouTube ads contributed another $7.6 billion in revenue, but growth has stalled to less than 1%. Management is trying to address this area of concern by pushing its answer to TikTok: YouTube Shorts. Investors should watch for progress in future earnings.</p><p>Alphabet stock has made an impressive comeback in 2023, with gains over 40%. And why not? Its results have been excellent. The stock is no longer &#34;cheap,&#34; with a price-to-earnings (P/E) ratio of 27 (in-line with its average since 2019), so be sure to dollar-cost average to mitigate short-term risk. Even so, because of its organic growth, search engine dominance, and AI drive, Alphabet makes a compelling buy case.</p><h2 id=\"id_3150993405\"><a href=\"https://laohu8.com/S/TTD\">The Trade Desk</a> is &#39;what&#39;s next&#39;</h2><p>Some growth stocks have too much potential not to take notice. This is the case with programmatic advertising leader The Trade Desk. The days of clunky broadcast advertising are dwindling. Instead, advertisers are shifting budgets toward digital advertising on connected television (CTV), mobile and desktop displays, and video ads.</p><p>These programmatic ads work like this: A publisher sends out a bid request for open inventory, then the advertisers bid on the space using demand-side platforms (like The Trade Desk) based on how attractive that space is to their particular brand or product. It happens in a fraction of a second, and the advantages include better targeting, flexible budgeting, and data to measure effectiveness and other key performance indicators.</p><p>Statista estimates that over 80% of digital ads will be programmatic by 2027 and that the programmatic market will rise from $493 billion in 2022 to $725 billion in 2026. The Trade Desk is already excelling in this market.</p><p>The Trade Desk&#39;s revenue has nearly doubled over the last two years from $836 million in fiscal year 2020 to $1.6 billion in fiscal year 2022. As shown below, its weed-like revenue gains make it a quintessential growth stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc47e2a454e39bacd3d83e4d3f12a950\" alt=\"TTD Revenue (TTM) data by YCharts. TTM = trailing 12 months.\" title=\"TTD Revenue (TTM) data by YCharts. TTM = trailing 12 months.\" tg-width=\"720\" tg-height=\"433\"/><span>TTD Revenue (TTM) data by YCharts. TTM = trailing 12 months.</span></p><p>Sales rose 20% in Q1 fiscal year 2023. This is a slowdown over previous growth due to advertisers trimming spending, but still more than the overall industry, so The Trade Desk is growing its market share.</p><p>CTV is The Trade Desk&#39;s biggest money marker and growth area to do the expansion of ad-supported streaming services. International expansion is another fertile area for growth, making up only approximately 10% of The Trade Desk&#39;s sales.</p><p>The Trade Desk&#39;s stock has skyrocketed 90% this year; however, it still trades roughly 20% off its all-time high due to its drop in 2022. The company is not producing significant profits yet, but it is significantly cash-flow positive, has no long-term debt. Furthermore, it has $1.3 billion in cash and investments.</p><p>Anyone looking to invest $1,000, or any other amount, in growth stocks should consider these two advertising companies. Which is the best depends on your risk appetite. Alphabet is an industry power with less risk, while The Trade Desk has more potential upside. It would also be a savvy move to split the investment between both companies.</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>The Ultimate Growth Stocks to Buy With $1,000 Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Ultimate Growth Stocks to Buy With $1,000 Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-03 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/02/the-ultimate-growth-stocks-to-buy-with-1000-right/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>$1,000 doesn't buy what it used to. But investing is the best way to make it grow. If you have some uninvested money in an IRA, brokerage, checking account, or under a mattress, consider putting it to...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/02/the-ultimate-growth-stocks-to-buy-with-1000-right/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","TTD":"Trade Desk Inc.","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/08/02/the-ultimate-growth-stocks-to-buy-with-1000-right/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356133209","content_text":"$1,000 doesn't buy what it used to. But investing is the best way to make it grow. If you have some uninvested money in an IRA, brokerage, checking account, or under a mattress, consider putting it to work for you. The market, specifically high-growth technology companies, has been on a tear this year. The tech-heavy Nasdaq Composite is up 38% so far, making up for its 33% fall in 2022. It's natural for investors to be excited, but it's important to remember that the market also has risks. The enthusiasm around artificial intelligence (AI) has propelled several companies to new highs that fundamentals may not support.For this reason, looking at companies you are comfortable investing in for the long haul is crucial. What if the market drops tomorrow? Is the company strong enough to come back and produce tremendous profits for investors in the future? Both Alphabet and The Trade Desk should be strong enough to endure. Here's a closer look at why investors might rely on each of these tech stocks.Alphabet's Google is still a superpowerIn my last Alphabet article, I warned investors against counting out the King of Search. Alphabet's impressive earnings since then propelled the stock another 8% higher, but there is plenty of room for more profits for long-term investors. The report was impressive on the top and bottom lines, with a 7% increase in sales to $75 billion and a 29% operating margin despite the challenging advertising market.The operating margin grew year over year (YOY), showing that one of CEO Sundar Pichai's major initiatives is working. Pichai has pledged to make the company 20% more efficient after it increased its workforce and operating expenses significantly during the stimulus boom following the onset of COVID-19.Alphabet must become more agile to get AI initiatives from the research and development (R&D) phase to the market after being caught flatfooted by the release of ChatGPT. One way to do that, and reap financial benefits, is to reduce the number of voices in meetings.The impression that Alphabet was behind competitors, like Microsoft, caused consternation on Wall Street, but Alphabet is definitely in the race. The company has several hot irons, like its large language model (LLM) chatbot Bard (which functions much like ChatGPT) and the next-generation conversational chatbot, LaMDA, which promises to be faster and more versatile. The initiatives have been in the works for years, and the competition from ChatGPT motivates Alphabet to go live to consumers.Google Cloud also posted impressive numbers, rising 28% YOY to $8 billion in Q2. YouTube ads contributed another $7.6 billion in revenue, but growth has stalled to less than 1%. Management is trying to address this area of concern by pushing its answer to TikTok: YouTube Shorts. Investors should watch for progress in future earnings.Alphabet stock has made an impressive comeback in 2023, with gains over 40%. And why not? Its results have been excellent. The stock is no longer \"cheap,\" with a price-to-earnings (P/E) ratio of 27 (in-line with its average since 2019), so be sure to dollar-cost average to mitigate short-term risk. Even so, because of its organic growth, search engine dominance, and AI drive, Alphabet makes a compelling buy case.The Trade Desk is 'what's next'Some growth stocks have too much potential not to take notice. This is the case with programmatic advertising leader The Trade Desk. The days of clunky broadcast advertising are dwindling. Instead, advertisers are shifting budgets toward digital advertising on connected television (CTV), mobile and desktop displays, and video ads.These programmatic ads work like this: A publisher sends out a bid request for open inventory, then the advertisers bid on the space using demand-side platforms (like The Trade Desk) based on how attractive that space is to their particular brand or product. It happens in a fraction of a second, and the advantages include better targeting, flexible budgeting, and data to measure effectiveness and other key performance indicators.Statista estimates that over 80% of digital ads will be programmatic by 2027 and that the programmatic market will rise from $493 billion in 2022 to $725 billion in 2026. The Trade Desk is already excelling in this market.The Trade Desk's revenue has nearly doubled over the last two years from $836 million in fiscal year 2020 to $1.6 billion in fiscal year 2022. As shown below, its weed-like revenue gains make it a quintessential growth stock.TTD Revenue (TTM) data by YCharts. TTM = trailing 12 months.Sales rose 20% in Q1 fiscal year 2023. This is a slowdown over previous growth due to advertisers trimming spending, but still more than the overall industry, so The Trade Desk is growing its market share.CTV is The Trade Desk's biggest money marker and growth area to do the expansion of ad-supported streaming services. International expansion is another fertile area for growth, making up only approximately 10% of The Trade Desk's sales.The Trade Desk's stock has skyrocketed 90% this year; however, it still trades roughly 20% off its all-time high due to its drop in 2022. The company is not producing significant profits yet, but it is significantly cash-flow positive, has no long-term debt. Furthermore, it has $1.3 billion in cash and investments.Anyone looking to invest $1,000, or any other amount, in growth stocks should consider these two advertising companies. Which is the best depends on your risk appetite. Alphabet is an industry power with less risk, while The Trade Desk has more potential upside. It would also be a savvy move to split the investment between both companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200409951006760,"gmtCreate":1689958977540,"gmtModify":1689958981135,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Can take profits&nbsp;","listText":"Can take profits&nbsp;","text":"Can take profits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200409951006760","repostId":"2353406882","repostType":2,"repost":{"id":"2353406882","pubTimestamp":1689951307,"share":"https://www.laohu8.com/m/news/2353406882?lang=&edition=full","pubTime":"2023-07-21 22:55","market":"us","language":"en","title":"Palantir Stock: Bear vs. Bull","url":"https://stock-news.laohu8.com/highlight/detail?id=2353406882","media":"Motley Fool","summary":"Palantir has a bright future, but the stock is priced for perfection.","content":"<html><head></head><body><h2 id=\"id_2326708027\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Palantir&#39;s AI platform has received more attention lately.</p></li><li><p>The company is becoming more profitable with each quarter.</p></li><li><p>The stock trades at a high valuation point.</p></li></ul><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> has become one of the hottest stocks on Wall Street, with it up over 180% so far this year. After a run-up like that, many investors might wonder if it&#39;s time to sell after such incredible gains or if there is a reason to hold on and maybe buy more.</p><p>Let&#39;s look at Palantir&#39;s bear and bull case and see what investors should do with the stock.</p><h2 id=\"id_3194699855\">What does Palantir do?</h2><p>Palantir is a company that is highly focused on artificial intelligence (AI), which has been the primary culprit for its fantastic year. Palantir is a data processing platform at its core. It takes in any information a client feeds it and can give its users insights on what action they should take.</p><p>This product has applications from the military to insurance, so its potential use case is wide. Furthermore, Palantir recently introduced its Artificial Intelligence Platform (AIP), which utilizes a large language model (LLM) to create a chatbot where users can ask questions to further understand what they should do during a situation.</p><p>Palantir is one of the top companies in this space and was named a leader by <strong>Forrester</strong> for AI/machine learning platforms. But is the stock a buy?</p><h2 id=\"id_3490673939\">The bull case: Palantir&#39;s finances are strong</h2><p>As AI takes off, Palantir is likely to see more business inquiries. In fact, after Palantir announced AIP, CEO Alex Karp commented about AIP that &#34;the demand ... is nothing I&#39;ve ever seen in 20 years of being involved in Palantir.&#34; Strong demand for a newly launched product is a great sign and indicates Palantir could see some strong quarters ahead.</p><p>Currently, Palantir is growing its revenue at a solid rate, as it rose 18% in the first quarter to $525 million. It expects this growth range to continue, as it guided for $530 million in revenue during the second quarter -- a 12% increase. However, that guidance was given before AI became a hot-button topic, so investors shouldn&#39;t be surprised if Palantir beats those expectations when it reports earnings in early August.</p><p>It&#39;s also done something few young and growing software companies have done: achieve profitability. Palantir posted its first operating profit in Q1 and continues to post small (but profitable) earnings per share (EPS) numbers. This is critical, as it shows management can balance growth and profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e0939fa46cc9f6c8f68f3079b3f47ad\" alt=\"PLTR Operating Income (Quarterly) data by YCharts.\" title=\"PLTR Operating Income (Quarterly) data by YCharts.\" tg-width=\"720\" tg-height=\"433\"/><span>PLTR Operating Income (Quarterly) data by YCharts.</span></p><p>With solid finances and a product offering in demand, Palantir&#39;s bull case is quite clear. Still, the bear case holds some weight.</p><h2 id=\"id_1862279170\">The bear case: The stock is priced for perfection</h2><p>Every stock comes with a price tag. Unfortunately for investors, Palantir&#39;s is quite expensive. With the stock trading just under 20 times sales, it has become quite expensive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/880d1de95c08b547cfb62da5e2cdfde0\" alt=\"PLTR P/S Ratio data by YCharts.\" title=\"PLTR P/S Ratio data by YCharts.\" tg-width=\"720\" tg-height=\"433\"/><span>PLTR P/S Ratio data by YCharts.</span></p><p>Furthermore, the growth and profitability required for this valuation to make sense don&#39;t leave a lot of upside. If Palantir can grow its revenue at a 20% compound annual growth rate for five years and achieve a profit margin of 20%, that will give Palantir revenue of $4.94 billion and profits of $988 million in 2028.</p><p>At Palantir&#39;s current market cap of $37 billion, that would value the stock at 37 times earnings. That is about right for a mature software stock, but Palantir must put up phenomenal growth to achieve that point in five years.</p><p>Palantir could exceed that growth rate or achieve a higher profit margin, making my projections invalid. However, this exercise aims to demonstrate how Palantir is priced for perfection. For the investment to make money over the long term, Palantir must execute at a high level.</p><p>Because of that, I&#39;m inclined to say investors should take some profits with Palantir but also continue holding on to the stock. Palantir could have some further upside, but with its current price point, it may take years for those profits to come to fruition.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Bear vs. Bull</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Bear vs. Bull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-21 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/21/palantir-stock-bear-vs-bull/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir's AI platform has received more attention lately.The company is becoming more profitable with each quarter.The stock trades at a high valuation point.Palantir  has become one of the...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/21/palantir-stock-bear-vs-bull/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/07/21/palantir-stock-bear-vs-bull/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2353406882","content_text":"KEY POINTSPalantir's AI platform has received more attention lately.The company is becoming more profitable with each quarter.The stock trades at a high valuation point.Palantir  has become one of the hottest stocks on Wall Street, with it up over 180% so far this year. After a run-up like that, many investors might wonder if it's time to sell after such incredible gains or if there is a reason to hold on and maybe buy more.Let's look at Palantir's bear and bull case and see what investors should do with the stock.What does Palantir do?Palantir is a company that is highly focused on artificial intelligence (AI), which has been the primary culprit for its fantastic year. Palantir is a data processing platform at its core. It takes in any information a client feeds it and can give its users insights on what action they should take.This product has applications from the military to insurance, so its potential use case is wide. Furthermore, Palantir recently introduced its Artificial Intelligence Platform (AIP), which utilizes a large language model (LLM) to create a chatbot where users can ask questions to further understand what they should do during a situation.Palantir is one of the top companies in this space and was named a leader by Forrester for AI/machine learning platforms. But is the stock a buy?The bull case: Palantir's finances are strongAs AI takes off, Palantir is likely to see more business inquiries. In fact, after Palantir announced AIP, CEO Alex Karp commented about AIP that \"the demand ... is nothing I've ever seen in 20 years of being involved in Palantir.\" Strong demand for a newly launched product is a great sign and indicates Palantir could see some strong quarters ahead.Currently, Palantir is growing its revenue at a solid rate, as it rose 18% in the first quarter to $525 million. It expects this growth range to continue, as it guided for $530 million in revenue during the second quarter -- a 12% increase. However, that guidance was given before AI became a hot-button topic, so investors shouldn't be surprised if Palantir beats those expectations when it reports earnings in early August.It's also done something few young and growing software companies have done: achieve profitability. Palantir posted its first operating profit in Q1 and continues to post small (but profitable) earnings per share (EPS) numbers. This is critical, as it shows management can balance growth and profitability.PLTR Operating Income (Quarterly) data by YCharts.With solid finances and a product offering in demand, Palantir's bull case is quite clear. Still, the bear case holds some weight.The bear case: The stock is priced for perfectionEvery stock comes with a price tag. Unfortunately for investors, Palantir's is quite expensive. With the stock trading just under 20 times sales, it has become quite expensive.PLTR P/S Ratio data by YCharts.Furthermore, the growth and profitability required for this valuation to make sense don't leave a lot of upside. If Palantir can grow its revenue at a 20% compound annual growth rate for five years and achieve a profit margin of 20%, that will give Palantir revenue of $4.94 billion and profits of $988 million in 2028.At Palantir's current market cap of $37 billion, that would value the stock at 37 times earnings. That is about right for a mature software stock, but Palantir must put up phenomenal growth to achieve that point in five years.Palantir could exceed that growth rate or achieve a higher profit margin, making my projections invalid. However, this exercise aims to demonstrate how Palantir is priced for perfection. For the investment to make money over the long term, Palantir must execute at a high level.Because of that, I'm inclined to say investors should take some profits with Palantir but also continue holding on to the stock. Palantir could have some further upside, but with its current price point, it may take years for those profits to come to fruition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200154721968320,"gmtCreate":1689900266265,"gmtModify":1689900271218,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"I'm afraid you're right","listText":"I'm afraid you're right","text":"I'm afraid you're right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200154721968320","repostId":"2352201113","repostType":2,"repost":{"id":"2352201113","pubTimestamp":1689866360,"share":"https://www.laohu8.com/m/news/2352201113?lang=&edition=full","pubTime":"2023-07-20 23:19","market":"us","language":"en","title":"1 Bargain-Basement Warren Buffett Stock to Buy Before Wall Street Comes to Its Senses","url":"https://stock-news.laohu8.com/highlight/detail?id=2352201113","media":"Motley Fool","summary":"Out of favor is very different than a business in jeopardy. Investors could be making a costly error.","content":"<html><head></head><body><p>No conversation about successful investing would be complete without a hat-tip to legendary <strong>Berkshire Hathaway</strong> (BRK.A -0.81%) (BRK.B -0.84%) CEO Warren Buffett. The so-called Oracle of Omaha has steered the conglomerate for over five decades, racking up returns that may never be matched. In fact, since taking the helm back in 1965, Berkshire Hathaway has generated gains of roughly 20% annually. </p><p>As the recovery of major market indexes begins to pick up steam, investors are scouring Buffett&#39;s portfolio for inspiration. One stock that looks like a particularly compelling opportunity right now is <a href=\"https://laohu8.com/S/AMZN\">Amazon </a>. The e-commerce pioneer isn&#39;t getting much respect from Wall Street these days, and its stock is still down 28% from its peak. Yet despite recent macroeconomic challenges, it&#39;s far from a company in jeopardy. Investors appear to be ignoring its strong history of growth, several industry-leading positions, and long and distinguished track record of success.</p><h2 id=\"id_2574934494\">Amazon didn&#39;t invent digital retail, but it may have perfected it</h2><p>While its initial claim to fame was as an online bookstore, it didn&#39;t take long before Amazon realized it could apply its digital retail strategy to any product, earning it the moniker of &#34;the everything store.&#34; The rest, as they say, is history. While estimates vary, Amazon is widely recognized as the worldwide leader in e-commerce, generating revenue of more than $514 billion in 2022. There&#39;s more. Amazon controls roughly 38% of digital retail in the U.S., more than its next 14 competitors <em>combined</em>, and accounts for approximately 45% of all e-commerce site visits. </p><p>Yet investors have built a wall of worry, fearing the company&#39;s best growth is behind it. The company&#39;s most recent results gave those fears credence. In the first quarter, net sales of $127 billion increased just 9% year over year, a far cry from Amazon&#39;s pandemic-era growth of 44%. </p><p>However, the economic headwinds of the past 18 months are only now beginning to abate, which bodes well for the online sales leader. The global e-commerce market is expected to expand from $3.3 trillion in 2022 to $5.4 trillion in 2026 and represent 27% of all retail, according to data from <strong>Morgan Stanley</strong>. As the market leader, Amazon is well-positioned to reap the rewards of the ongoing growth of digital retail.</p><h2 id=\"id_2198680471\">Head in the clouds</h2><p>E-commerce isn&#39;t the only area that Amazon dominates. The company is also the undisputed leader of the cloud infrastructure market, a segment it pioneered. During the first quarter of 2023, Amazon Web Services (AWS) grew revenue 16% year over year and controlled 32% of the market -- as much as <strong>Microsoft</strong>&#39;s Azure and <strong>Alphabet</strong>&#39;s Google Cloud combined, which account for 23% and 9%, respectively, according to Canalys. </p><p>What&#39;s more, the global cloud computing market is expected to increase from $546 billion in 2022 to $1.2 trillion by 2027, expanding by nearly 18% annually. If history is any guide, Amazon will continue to capture its share of this large and growing market. </p><h2 id=\"id_3664095615\">It all &#39;ads&#39; up</h2><p>If e-commerce and cloud computing weren&#39;t enough, there&#39;s another area where Amazon has quickly become a contender. The company has risen rapidly through the ranks to become the third-largest digital advertiser in the U.S., joining existing leaders Google and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong>. Interestingly, even as the downturn caused ad revenue to slump, Amazon bucked the trend. In 2022, Amazon&#39;s digital advertising revenue increased 19%, outperforming the results of its rivals. For context, Google&#39;s ad revenue climbed 7%, while Meta Platforms declined 1% -- illustrating the strength of its offering. </p><p>To be clear, Amazon&#39;s digital advertising revenue may never achieve the sheer magnitude of its rivals, but this shows how quickly the company can use its unmatched scale to become a force to be reckoned with.</p><h2 id=\"id_1313852974\">The next pillar of Amazon&#39;s growth?</h2><p>Because the company has irons in so many fires, it&#39;s difficult to pinpoint exactly where Amazon&#39;s next big growth engine will come from.</p><p>The company&#39;s Prime subscription service is more than 200 million strong and growing, giving the company significant scale in streaming video. Amazon significantly boosted the value of its catalog last year, closing its $8.5 billion acquisition of MGM Studios. </p><p>Amazon also has a long history of tapping artificial intelligence (AI) to power its product and video recommendations, as a key element of its Amazon Web Services (AWS) cloud infrastructure offering, and to underpin Alexa and its Echo smart speaker technology line. CEO Andy Jassy believes recent advances in generative AI will prove to be &#34;one of the biggest technical transformations of our lifetimes&#34; and is working to identify the specific applications that will best serve Amazon and its myriad customers.</p><p>There&#39;s simply no way to know whether it will be an existing business line -- or something completely new -- that will spur the next leg of Amazon&#39;s growth. Still, given the breadth of its business interests, the company will likely make a name for itself in yet another industry.</p><h2 id=\"id_2346135615\">A compelling bargain</h2><p>There&#39;s little doubt the high inflation and economic challenges of the past couple of years have taken a toll on Amazon, but this, too, shall pass. Investors focusing solely on slowing e-commerce growth, however, may be missing the forest for the trees. As a result, the stock is currently selling for a song, trading for roughly more than 2 times next year&#39;s sales, near its lowest price-to-sales ratio since 2014. </p><p>It&#39;s also worth noting that over the past decade, Amazon&#39;s revenue has surged 645%, driving its net income up 1,220% and sending its stock price up 770% -- despite the recent downturn.</p><p>Considering its industry-leading positions in e-commerce and cloud computing, its strong and growing presence in digital advertising, and its bargain-basement price, Amazon stock is a buy -- before Wall Street comes to its senses.</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>1 Bargain-Basement Warren Buffett Stock to Buy Before Wall Street Comes to Its Senses</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\">\n1 Bargain-Basement Warren Buffett Stock to Buy Before Wall Street Comes to Its Senses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/20/1-bargain-basement-warren-buffett-stock-to-buy-bef/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No conversation about successful investing would be complete without a hat-tip to legendary Berkshire Hathaway (BRK.A -0.81%) (BRK.B -0.84%) CEO Warren Buffett. The so-called Oracle of Omaha has ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/20/1-bargain-basement-warren-buffett-stock-to-buy-bef/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/07/20/1-bargain-basement-warren-buffett-stock-to-buy-bef/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352201113","content_text":"No conversation about successful investing would be complete without a hat-tip to legendary Berkshire Hathaway (BRK.A -0.81%) (BRK.B -0.84%) CEO Warren Buffett. The so-called Oracle of Omaha has steered the conglomerate for over five decades, racking up returns that may never be matched. In fact, since taking the helm back in 1965, Berkshire Hathaway has generated gains of roughly 20% annually. As the recovery of major market indexes begins to pick up steam, investors are scouring Buffett's portfolio for inspiration. One stock that looks like a particularly compelling opportunity right now is Amazon . The e-commerce pioneer isn't getting much respect from Wall Street these days, and its stock is still down 28% from its peak. Yet despite recent macroeconomic challenges, it's far from a company in jeopardy. Investors appear to be ignoring its strong history of growth, several industry-leading positions, and long and distinguished track record of success.Amazon didn't invent digital retail, but it may have perfected itWhile its initial claim to fame was as an online bookstore, it didn't take long before Amazon realized it could apply its digital retail strategy to any product, earning it the moniker of \"the everything store.\" The rest, as they say, is history. While estimates vary, Amazon is widely recognized as the worldwide leader in e-commerce, generating revenue of more than $514 billion in 2022. There's more. Amazon controls roughly 38% of digital retail in the U.S., more than its next 14 competitors combined, and accounts for approximately 45% of all e-commerce site visits. Yet investors have built a wall of worry, fearing the company's best growth is behind it. The company's most recent results gave those fears credence. In the first quarter, net sales of $127 billion increased just 9% year over year, a far cry from Amazon's pandemic-era growth of 44%. However, the economic headwinds of the past 18 months are only now beginning to abate, which bodes well for the online sales leader. The global e-commerce market is expected to expand from $3.3 trillion in 2022 to $5.4 trillion in 2026 and represent 27% of all retail, according to data from Morgan Stanley. As the market leader, Amazon is well-positioned to reap the rewards of the ongoing growth of digital retail.Head in the cloudsE-commerce isn't the only area that Amazon dominates. The company is also the undisputed leader of the cloud infrastructure market, a segment it pioneered. During the first quarter of 2023, Amazon Web Services (AWS) grew revenue 16% year over year and controlled 32% of the market -- as much as Microsoft's Azure and Alphabet's Google Cloud combined, which account for 23% and 9%, respectively, according to Canalys. What's more, the global cloud computing market is expected to increase from $546 billion in 2022 to $1.2 trillion by 2027, expanding by nearly 18% annually. If history is any guide, Amazon will continue to capture its share of this large and growing market. It all 'ads' upIf e-commerce and cloud computing weren't enough, there's another area where Amazon has quickly become a contender. The company has risen rapidly through the ranks to become the third-largest digital advertiser in the U.S., joining existing leaders Google and Meta Platforms. Interestingly, even as the downturn caused ad revenue to slump, Amazon bucked the trend. In 2022, Amazon's digital advertising revenue increased 19%, outperforming the results of its rivals. For context, Google's ad revenue climbed 7%, while Meta Platforms declined 1% -- illustrating the strength of its offering. To be clear, Amazon's digital advertising revenue may never achieve the sheer magnitude of its rivals, but this shows how quickly the company can use its unmatched scale to become a force to be reckoned with.The next pillar of Amazon's growth?Because the company has irons in so many fires, it's difficult to pinpoint exactly where Amazon's next big growth engine will come from.The company's Prime subscription service is more than 200 million strong and growing, giving the company significant scale in streaming video. Amazon significantly boosted the value of its catalog last year, closing its $8.5 billion acquisition of MGM Studios. Amazon also has a long history of tapping artificial intelligence (AI) to power its product and video recommendations, as a key element of its Amazon Web Services (AWS) cloud infrastructure offering, and to underpin Alexa and its Echo smart speaker technology line. CEO Andy Jassy believes recent advances in generative AI will prove to be \"one of the biggest technical transformations of our lifetimes\" and is working to identify the specific applications that will best serve Amazon and its myriad customers.There's simply no way to know whether it will be an existing business line -- or something completely new -- that will spur the next leg of Amazon's growth. Still, given the breadth of its business interests, the company will likely make a name for itself in yet another industry.A compelling bargainThere's little doubt the high inflation and economic challenges of the past couple of years have taken a toll on Amazon, but this, too, shall pass. Investors focusing solely on slowing e-commerce growth, however, may be missing the forest for the trees. As a result, the stock is currently selling for a song, trading for roughly more than 2 times next year's sales, near its lowest price-to-sales ratio since 2014. It's also worth noting that over the past decade, Amazon's revenue has surged 645%, driving its net income up 1,220% and sending its stock price up 770% -- despite the recent downturn.Considering its industry-leading positions in e-commerce and cloud computing, its strong and growing presence in digital advertising, and its bargain-basement price, Amazon stock is a buy -- before Wall Street comes to its senses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198484323721264,"gmtCreate":1689492485095,"gmtModify":1689492488986,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198484323721264","repostId":"2351261972","repostType":2,"repost":{"id":"2351261972","pubTimestamp":1689487615,"share":"https://www.laohu8.com/m/news/2351261972?lang=&edition=full","pubTime":"2023-07-16 14:06","market":"us","language":"en","title":"3 EV Stocks to Sell in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2351261972","media":"InvestorPlace","summary":"For investors looking to sell EV stocks in July, these three companies should top their list thanks to their risky, unsustainable businesses.","content":"<html><head></head><body><ul><li><p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.</p></li><li><p><strong>Lucid (<u>LCID</u>): </strong>The company is already down more than 50% this year and could fall further if demand doesn’t pick up.</p></li><li><p><strong>Nio (<u>NIO</u>): </strong>This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.</p></li><li><p><strong>Rivian (<u>RIVN</u>): </strong>This firm has become a cash-burning machine that is worth abandoning as soon as possible. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22e88555c9a0379914eac5df01bc4783\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Marco Allasio / Shutterstock.com</p><p>No one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.</p><p>We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.</p><p>Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. </p><p>However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.</p><p>Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. </p><h2 id=\"id_559979343\">Lucid (NASDAQ:LCID)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31132b82f46dcfb38b51b5e8c6f8a8c1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: T. Schneider / Shutterstock</p><p>For investors who want to sell EV stocks in July, <strong>Lucid <u>(NASDAQ:LCID)</u></strong> probably ranks toward the top of the list.</p><p>Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.</p><p>Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.</p><p>In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. </p><h2 id=\"id_667283884\">Nio (NYSE:NIO)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f1d28cbadc487e2171c6bfc6575ffde\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: J1TTO / Shutterstock.com</p><p>EV maker <strong>Nio</strong> (<strong><u>NYSE:NIO</u></strong>) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly <strong>put of a damper on its growth</strong>.</p><p>China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.</p><p>Nio has seen its production growth start to falter and <strong>deliveries have been relatively flat</strong> for about a year. This disappointed  investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.</p><p>While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could <strong>eventually be delisted.</strong> This would only add another significant layer of risk.</p><h2 id=\"id_3221693324\">Rivian (NASDAQ:RIVN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83927f5ed085b0a9c4b09090a988f5f2\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Frank Briend / Shutterstock.com</p><p>For those looking to sell EV stocks in July, <strong>Rivian (<u>NASDAQ:RIVN</u>)</strong> should be somewhere near the top of the list.</p><p>Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. </p><p>Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.</p><p>Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn. </p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 EV Stocks to Sell in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 EV Stocks to Sell in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-16 14:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/\">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","QID":"纳指两倍做空ETF","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","NIO":"蔚来","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","BK4555":"新能源车","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4509":"腾讯概念","SQQQ":"纳指三倍做空ETF","NIO.SI":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","LCID":"Lucid Group Inc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","BK4504":"桥水持仓","PSQ":"纳指反向ETF","BK4099":"汽车制造商","09866":"蔚来-SW","RIVN":"Rivian Automotive, Inc.","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商"},"source_url":"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351261972","content_text":"The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall further if demand doesn’t pick up.Nio (NIO): This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.Rivian (RIVN): This firm has become a cash-burning machine that is worth abandoning as soon as possible. Source: Marco Allasio / Shutterstock.comNo one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. Lucid (NASDAQ:LCID)Source: T. Schneider / ShutterstockFor investors who want to sell EV stocks in July, Lucid (NASDAQ:LCID) probably ranks toward the top of the list.Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. Nio (NYSE:NIO)Source: J1TTO / Shutterstock.comEV maker Nio (NYSE:NIO) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly put of a damper on its growth.China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.Nio has seen its production growth start to falter and deliveries have been relatively flat for about a year. This disappointed  investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could eventually be delisted. This would only add another significant layer of risk.Rivian (NASDAQ:RIVN)Source: Frank Briend / Shutterstock.comFor those looking to sell EV stocks in July, Rivian (NASDAQ:RIVN) should be somewhere near the top of the list.Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198135371829392,"gmtCreate":1689407070588,"gmtModify":1689407073940,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198135371829392","repostId":"2351623052","repostType":2,"repost":{"id":"2351623052","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":1689377434,"share":"https://www.laohu8.com/m/news/2351623052?lang=&edition=full","pubTime":"2023-07-15 07:30","market":"us","language":"en","title":"Big-Bank Earnings Show Signs of Soft Landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2351623052","media":"Dow Jones","summary":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Ch","content":"<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</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>Big-Bank Earnings Show Signs of Soft Landing</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\">\nBig-Bank Earnings Show Signs of Soft Landing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-15 07:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","FRCB":"第一共和银行","WFC":"富国银行","C":"花旗"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351623052","content_text":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Chase's profit soared 67% in the second quarter from a year earlier and Wells Fargo's jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup's net interest income was a bright spot, though profit fell 36%. All three banks beat analysts' expectations for profit and revenue.The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don't expect to see a major shift in borrowing or deposits.Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday's results made it easy to forget there was a banking crisis this year.The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan's purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks' deposit costs.Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.\"I don't know whether it's going to be a soft landing, a mild recession or a hard recession,\" JPMorgan Chief Executive Jamie Dimon told reporters.Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren't as large as what they took when anticipating steep economic declines.Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won't materialize.The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.\"The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,\" Wells Fargo CEO Charlie Scharf said on a call with analysts.JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.\"Overall, I'd say we are seeing a more cautious consumer, but not necessarily a recessionary one,\" Citi CEO Jane Fraser said.But the going is getting tougher even for the big banks.All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.\"We're still very early in the cycle. This is going to play out over an extended period,\" said Mike Santomassimo, Wells Fargo's chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.Banks also are becoming more selective about the loans they make. \"The economy has slowed, and we've taken some credit tightening actions,\" Scharf said on the analyst call.Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.\"People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,\" said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198123036504256,"gmtCreate":1689404062115,"gmtModify":1689404065109,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198123036504256","repostId":"2351298882","repostType":2,"repost":{"id":"2351298882","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":1689378682,"share":"https://www.laohu8.com/m/news/2351298882?lang=&edition=full","pubTime":"2023-07-15 07:51","market":"us","language":"en","title":"Elon Musk Says xAI Will Use Twitter Data and Work With Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2351298882","media":"Reuters","summary":"(Adds that xAI will work with Tesla on AI software, Musk's views on regulation)   By Sheila Dang and Krystal Hu      July 14 (Reuters) - Elon Musk on Friday said his new artificial intelligence compan","content":"<html><head></head><body><p>July 14 (Reuters) - Elon Musk on Friday said his new artificial intelligence company, xAI, will use public tweets from <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> to train its AI models and work with Tesla on AI software.</p><p>The billionaire, who owns Twitter and runs Tesla , said during a Twitter Spaces audio chat that a relationship between his companies would have &#34;mutual benefit&#34; and could accelerate Tesla&#39;s work in self-driving capabilities.</p><p>Musk has criticized other AI companies accusing them of developing the technology without considering risks to humans.</p><p>On Friday, Musk said xAI&#39;s goals were to increase &#34;understanding of the universe&#34; and to provide an alternative to Microsoft, Google and OpenAI in achieving artificial general intelligence <a href=\"https://laohu8.com/S/AGI\">$(AGI)$</a>, which refers to AI that can solve problems like a human.</p><p>He also accused all AI companies of training their models using Twitter data in what he characterized as an illegal manner.</p><p>Musk, who has advocated for regulations in AI, said he has pushed for meetings with White House officials and has emphasized the importance of regulating AI in his recent meetings with top government officials in China.</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>Elon Musk Says xAI Will Use Twitter Data and Work With Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Says xAI Will Use Twitter Data and Work With Tesla\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\">2023-07-15 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 14 (Reuters) - Elon Musk on Friday said his new artificial intelligence company, xAI, will use public tweets from <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> to train its AI models and work with Tesla on AI software.</p><p>The billionaire, who owns Twitter and runs Tesla , said during a Twitter Spaces audio chat that a relationship between his companies would have &#34;mutual benefit&#34; and could accelerate Tesla&#39;s work in self-driving capabilities.</p><p>Musk has criticized other AI companies accusing them of developing the technology without considering risks to humans.</p><p>On Friday, Musk said xAI&#39;s goals were to increase &#34;understanding of the universe&#34; and to provide an alternative to Microsoft, Google and OpenAI in achieving artificial general intelligence <a href=\"https://laohu8.com/S/AGI\">$(AGI)$</a>, which refers to AI that can solve problems like a human.</p><p>He also accused all AI companies of training their models using Twitter data in what he characterized as an illegal manner.</p><p>Musk, who has advocated for regulations in AI, said he has pushed for meetings with White House officials and has emphasized the importance of regulating AI in his recent meetings with top government officials in China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金","BK4508":"社交媒体","BK4077":"互动媒体与服务","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","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","LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4017":"黄金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4516":"特朗普概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0055631609.USD":"贝莱德世界黄金基金A2","TSLA":"特斯拉"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351298882","content_text":"July 14 (Reuters) - Elon Musk on Friday said his new artificial intelligence company, xAI, will use public tweets from Twitter to train its AI models and work with Tesla on AI software.The billionaire, who owns Twitter and runs Tesla , said during a Twitter Spaces audio chat that a relationship between his companies would have \"mutual benefit\" and could accelerate Tesla's work in self-driving capabilities.Musk has criticized other AI companies accusing them of developing the technology without considering risks to humans.On Friday, Musk said xAI's goals were to increase \"understanding of the universe\" and to provide an alternative to Microsoft, Google and OpenAI in achieving artificial general intelligence $(AGI)$, which refers to AI that can solve problems like a human.He also accused all AI companies of training their models using Twitter data in what he characterized as an illegal manner.Musk, who has advocated for regulations in AI, said he has pushed for meetings with White House officials and has emphasized the importance of regulating AI in his recent meetings with top government officials in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970159042,"gmtCreate":1684196894387,"gmtModify":1684196897586,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970159042","repostId":"2335673818","repostType":2,"repost":{"id":"2335673818","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":1684156452,"share":"https://www.laohu8.com/m/news/2335673818?lang=&edition=full","pubTime":"2023-05-15 21:14","market":"us","language":"en","title":"C3.ai Stock Is Rising. It Expects to Top Revenue Forecasts","url":"https://stock-news.laohu8.com/highlight/detail?id=2335673818","media":"Dow Jones","summary":"C3.ai shares rose early Monday after the company said it is on track to beat its guidance for its fi","content":"<html><head></head><body><p>C3.ai shares rose early Monday after the company said it is on track to beat its guidance for its fiscal fourth quarter. It&#39;s a boost for the artificial-intelligence software provider as it aims for profitability.</p><p>C3.ai (ticker: AI) said for the quarter ended April 30 it now expects to report an adjusted operating loss in the range of $23.7 million-$23.9 million, compared with previous guidance of $24.0 million-$28.0 million.</p><p>It expects quarterly revenue of $72.1 million-$72.4 million, ahead of prior guidance of $70.0 million-$72.2 million, it said in preliminary results released Monday.</p><p>In its third fiscal quarter to the end of January, C3.ai posted an adjusted operating loss of $15.0 million on revenue of $66.7 million.</p><p>&#34;We are well positioned to accelerate growth, gain market share, attain sustainable non-GAAP profitability, and establish a market-leading position globally in enterprise AI. FY 2024 will be exciting,&#34; CEO Thomas Siebel said in the company&#39;s statement.</p><p>Shares were up 7.2% in premarket trading to $20.81. The stock was up 74% this year as of Friday&#39;s close, despite being hit earlier this year by a short-seller report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/971cb02a263965630a1ca5846f877168\" tg-width=\"828\" tg-height=\"619\"/></p><p>C3.ai said it closed 43 deals in the quarter and that its consumption-based pricing model continues to be well received by customers. The switch from a subscription-based pricing model has been a focus of skepticism for some analysts, who said it was likely to be a drag on revenue growth.</p><p>The company said it continues to be on track to be profitable on a non-GAAP, or adjusted, basis by the end of fiscal 2024.</p><p>The company is expected to report fiscal fourth quarter earnings on May 31.</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>C3.ai Stock Is Rising. It Expects to Top Revenue Forecasts</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\">\nC3.ai Stock Is Rising. It Expects to Top Revenue Forecasts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-15 21:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>C3.ai shares rose early Monday after the company said it is on track to beat its guidance for its fiscal fourth quarter. It&#39;s a boost for the artificial-intelligence software provider as it aims for profitability.</p><p>C3.ai (ticker: AI) said for the quarter ended April 30 it now expects to report an adjusted operating loss in the range of $23.7 million-$23.9 million, compared with previous guidance of $24.0 million-$28.0 million.</p><p>It expects quarterly revenue of $72.1 million-$72.4 million, ahead of prior guidance of $70.0 million-$72.2 million, it said in preliminary results released Monday.</p><p>In its third fiscal quarter to the end of January, C3.ai posted an adjusted operating loss of $15.0 million on revenue of $66.7 million.</p><p>&#34;We are well positioned to accelerate growth, gain market share, attain sustainable non-GAAP profitability, and establish a market-leading position globally in enterprise AI. FY 2024 will be exciting,&#34; CEO Thomas Siebel said in the company&#39;s statement.</p><p>Shares were up 7.2% in premarket trading to $20.81. The stock was up 74% this year as of Friday&#39;s close, despite being hit earlier this year by a short-seller report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/971cb02a263965630a1ca5846f877168\" tg-width=\"828\" tg-height=\"619\"/></p><p>C3.ai said it closed 43 deals in the quarter and that its consumption-based pricing model continues to be well received by customers. The switch from a subscription-based pricing model has been a focus of skepticism for some analysts, who said it was likely to be a drag on revenue growth.</p><p>The company said it continues to be on track to be profitable on a non-GAAP, or adjusted, basis by the end of fiscal 2024.</p><p>The company is expected to report fiscal fourth quarter earnings on May 31.</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":"2335673818","content_text":"C3.ai shares rose early Monday after the company said it is on track to beat its guidance for its fiscal fourth quarter. It's a boost for the artificial-intelligence software provider as it aims for profitability.C3.ai (ticker: AI) said for the quarter ended April 30 it now expects to report an adjusted operating loss in the range of $23.7 million-$23.9 million, compared with previous guidance of $24.0 million-$28.0 million.It expects quarterly revenue of $72.1 million-$72.4 million, ahead of prior guidance of $70.0 million-$72.2 million, it said in preliminary results released Monday.In its third fiscal quarter to the end of January, C3.ai posted an adjusted operating loss of $15.0 million on revenue of $66.7 million.\"We are well positioned to accelerate growth, gain market share, attain sustainable non-GAAP profitability, and establish a market-leading position globally in enterprise AI. FY 2024 will be exciting,\" CEO Thomas Siebel said in the company's statement.Shares were up 7.2% in premarket trading to $20.81. The stock was up 74% this year as of Friday's close, despite being hit earlier this year by a short-seller report.C3.ai said it closed 43 deals in the quarter and that its consumption-based pricing model continues to be well received by customers. The switch from a subscription-based pricing model has been a focus of skepticism for some analysts, who said it was likely to be a drag on revenue growth.The company said it continues to be on track to be profitable on a non-GAAP, or adjusted, basis by the end of fiscal 2024.The company is expected to report fiscal fourth quarter earnings on May 31.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970150438,"gmtCreate":1684196807024,"gmtModify":1684196810254,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Sure","listText":"Sure","text":"Sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970150438","repostId":"1161068771","repostType":2,"repost":{"id":"1161068771","pubTimestamp":1684195248,"share":"https://www.laohu8.com/m/news/1161068771?lang=&edition=full","pubTime":"2023-05-16 08:00","market":"us","language":"en","title":"5 Stocks to Buy Before They Become the Next Trillion-Dollar Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=1161068771","media":"InvestorPlace","summary":"We’ve recently seen a surge of interest in finding the next trillion-dollar company.Perhaps it’s the","content":"<html><head></head><body><p>We’ve recently seen a surge of interest in finding the next trillion-dollar company.</p><p style=\"text-align: start;\">Perhaps it’s the recent successes of current trillion-dollar companies. <strong>Microsoft</strong> (NASDAQ:<strong><u>MSFT</u></strong>) has risen 28% this year, while <strong>Apple </strong>(NASDAQ:<strong><u>AAPL</u></strong>) has surged 37%. Or maybe the thought of missing out on a summer rally is becoming too great to ignore. Will any stock be able to ride it to a $1 trillion valuation?</p><p style=\"text-align: start;\">Yet, becoming a trillion-dollar company is hard. A typical corporation needs to generate roughly $30 billion in annual free cash flow to achieve a justified value of $1 trillion, or at least be on track to doing so. This measures the actual amount of cash an enterprise generates after deducting necessary expenses.</p><p style=\"text-align: start;\">Many firms also fail to maintain such lofty valuations.</p><p style=\"text-align: start;\">The inflated $569 billion price tag <strong>Cisco </strong>(NASDAQ:<strong><u>CSCO</u></strong>) sported in 2000 (or $1 trillion in today’s dollars) lost 85% of its value as the dot-com mania subsided. Adjusted for inflation, the firm was only producing $8.1 billion in free cash flow at the time. Speculative cryptocurrencies like <strong>Bitcoin</strong> (<strong><u>BTC-USD</u></strong>) can do even worse. The world’s largest crypto has now surpassed the $1 trillion mark twice, only to disappoint investors each time.</p><p style=\"text-align: start;\">The trick, of course, is knowing which companies will generate that magic $30 billion FCF figure, and which will not.</p><p style=\"text-align: start;\">Some require an enormous leap of faith. Firms like <strong>Tesla </strong>(NASDAQ:<strong><u>TSLA</u></strong>) will need to create yet-to-be-invented streams of revenues to achieve $30 billion FCF, such as renting customer vehicles out as driverless taxis. These bets are only appropriate for risk-tolerant investors who don’t mind buying duds along the way.</p><p style=\"text-align: start;\">Other companies have a far clearer path to $1 trillion. Maturing firms like Amazon in the late 2010s only needed to sell more online goods and cloud computing services. They didn’t have to invent businesses out of thin air.</p><p style=\"text-align: start;\">Today, we’re going to examine five stocks to buy in this increasingly popular field of potential trillion-dollar companies.</p><h2 style=\"text-align: start;\">Nvidia (NVDA)</h2><p><em>InvestorPlace</em> analyst Louis Navellier has been bullish on <strong>Nvidia </strong>(NASDAQ:<strong><u>NVDA</u></strong>) for years. It wasn’t so much the semiconductor designer’s focus on high-end graphic processing units (GPUs) – although that certainly helped.</p><p style=\"text-align: start;\">Instead, Louis realized that the Silicon Valley chip company was incredible at figuring out how to make itself essential.</p><p style=\"text-align: start;\">That ingenuity has transformed Nvidia from a videogame rendering firm into one at the forefront of machine learning. Its high-end processors are now used for everything from training new large language models to helping radiologists identify breast cancer from MRI images.</p><p style=\"text-align: start;\">Essentially, GPUs have a far higher number of cores than ordinary central processing units (CPUs), allowing for simultaneous computations. By some estimates, GPUs are four to five times faster than CPUs – an enormous difference, because most large AI models can take months to train. Nvidia is the dominant firm in the high-end market.</p><p style=\"text-align: start;\">That sets Nvidia, which currently is valued at around $700 billion, on the path to becoming the next trillion-dollar company. The company surpassed Cisco’s (inflation adjusted) $8 billion FCF mark two years ago, and analysts forecast well over $14 billion free cash flow by 2026. With GPU demand forecast to increase at almost 30% annually through 2030, Nvidia is a firm with one of the clearest trajectories to $1 trillion.</p><h2 style=\"text-align: start;\">Visa (V)</h2><p>On the other hand, longtime readers will know that Louis has choice words for the banking sector. He spent years at what’s now the FDIC helping banks pass regulatory hurdles. Looking back, he calls it “putting lipstick on a pig.”</p><p style=\"text-align: start;\">Nevertheless, financial firms are still an essential part of any economy. And as the industry develops beyond old-fashioned banking via fintech innovations, investors are beginning to have investment choices beyond risky “lipstick-on-a-pig” banks.</p><p style=\"text-align: start;\">And that brings us to <strong>Visa </strong>(NYSE:<strong><u>V</u></strong>), a financial processing firm that generates revenues from merchants every time users make a purchase.</p><p style=\"text-align: start;\">From a financial standpoint, Visa has a clear path to a trillion-dollar valuation. The company, whose market cap now stands at around $480 billion, generated $18 billion in free cash flow in 2022, and analysts believe that rate will grow roughly 10% per year as consumers worldwide increasingly abandon cash transactions. Remember that countries like India still lag in contactless payments.</p><h2 style=\"text-align: start;\">Berkshire Hathaway (BRK-A, BRK-B)</h2><p>Warren Buffett’s financial holding company is an extraordinarily lucrative enterprise that generated $22 billion of FCF in 2022.</p><p style=\"text-align: start;\">Of course, the term “free cash flow” needs to be used loosely here. Berkshire relies on subsidiaries to generate cash, and modern accounting rules treat these figures differently depending on the levels of ownership. A small equity stake, for instance, will only count the equity value of the investment.</p><p style=\"text-align: start;\">Nevertheless, it’s a metric that’s helpful in understanding the value of <strong>Berkshire Hathaway </strong>(NYSE:<strong><u>BRK-A</u></strong>, NYSE:<strong><u>BRK-B</u></strong>). The company’s incoming CEO, Greg Abel, is known as an astute dealmaker. This means Berkshire will likely find ways to expand long after current management at the company retires.</p><p style=\"text-align: start;\">And because the firm distributes only a small fraction of its cash back to shareholders, Berkshire Hathaway naturally grows larger over time. (It currently has a market cap of around $708 billion.) In a sense, it’s like filling an empty swimming pool without draining any water.</p><p style=\"text-align: start;\">That naturally puts the Omaha, Nebraska-based firm on a path to generating $30 billion of cash per year within the decade. For risk-averse investors seeking stable growth, Berkshire Hathaway is an ideal holding for the long run.</p><h2 style=\"text-align: start;\">Exxon Mobil (XOM)</h2><p>This is perhaps the strangest company on this list. It’s a company that generated $58 billion in free cash flow in 2022, yet trades well under the $1 trillion mark.</p><p style=\"text-align: start;\">The reason for this mismatch is simple:</p><p style=\"text-align: start;\">Investors don’t believe <strong>Exxon Mobil </strong>(NYSE:<strong><u>XOM</u></strong>) can maintain a $30 billion-plus FCF for long.</p><p style=\"text-align: start;\">Analysts expect the energy giant will see cash flows shrink to $41 billion this year and $39 billion the next as energy prices stall and electric vehicles replace gas-guzzling ones.</p><p style=\"text-align: start;\">We’re broadly of a different mind here at InvestorPlace.com. This week, Eric Fry notes that the International Energy Agency now believes that the oil market will fall into a 400,000 barrel-per-day (BPD) deficit soon, then swell to a 2-million-BPD deficit in the second half of the year. Reasons include unexpectedly strong Chinese demand, an OPEC+ cut, and a general unwillingness of American drillers to boost production.</p><p style=\"text-align: start;\">That means Louis’ $100-per-barrel oil prediction could happen as soon as this summer, if not by the end of the year. Such a reversal will reduce Exxon’s historic price discount and send shares higher. (Its market cap is now at around $430 billion.)</p><p style=\"text-align: start;\">Longer term, Exxon has also shown an ability to profitably adapt to new situations. InvestorPlace.com’s Josh Enomoto notes that Exxon has 40 years of consecutive annual dividend increases, a feat achieved by expanding into offshore drilling, horizontal fracking, and downstream chemical production.</p><p style=\"text-align: start;\">As governments increasingly push EV adoption, don’t be surprised if Exxon surprises investors once again.</p><h2 style=\"text-align: start;\">Meta Platforms (META)</h2><p>Finally, Facebook’s parent could soon regain its trillion-dollar crown.</p><p style=\"text-align: start;\">Social media giant <strong>Meta Platforms</strong> (NASDAQ:<strong><u>META</u></strong>) first became worth $1 trillion in June 2021 on an accelerating advertising business. At the time, analysts believed the firm would generate $33 billion the following year.</p><p style=\"text-align: start;\">That didn’t go to plan. The company would instead post $19 billion in free cash flow due to a slowdown in online advertising and mounting losses from its virtual reality business. Meta’s market capitalization sank as low as $250 million last year. (It’s inched back up to around $600 billion.)</p><p style=\"text-align: start;\">Still, Luke sees Meta as a promising bet. Earlier this month, he noted that the firm’s aggressive cost-cutting measures and improving ad business were already showing positive results. And soft inflation figures from earlier this week set the stage for a summer stock surge. Facebook is historically more sensitive than its peers to market cycles.</p><p style=\"text-align: start;\">That means a recovery could happen faster than expected. FCF is now expected to recover to $23 billion this year and hit the “magic” $30 billion level in 2024. Heavy advertising spending from the 2024 presidential election means these figures will likely play out this time around.</p><h2 style=\"text-align: start;\">Free Cash Flow: Boring, But Vital</h2><p style=\"text-align: start;\">There’s nothing attractive about the term “free cash flow.”</p><p style=\"text-align: start;\">It conjures no imagery of “growth” or “innovation.” Nor does it sound much like “intrinsic value” or “cheapness” for the value investors out there.</p><p style=\"text-align: start;\">The term is also merciless in penalizing cash costs as they happen. If a company suffers a fire at a warehouse, FCF doesn’t care that it’s a one-time loss or who started the blaze. It only cares about how much money the insurance firm sends back.</p><p style=\"text-align: start;\">Predicting the next trillion-dollar companies requires this unsparing level of reality.</p><p style=\"text-align: start;\">That’s because hype alone is rarely enough to move companies into the trillion-dollar club. Cisco, Bitcoin, and Tesla joined that group only briefly before reality set in (inflation adjusted, of course, for Cisco).</p><p style=\"text-align: start;\">On the other hand, shares of companies that produce enormous amounts of cash have no choice but to only go up.</p><p style=\"text-align: start;\">For his part, Luke says investors are starting to realize that their dream of a “soft landing” is coming true.</p><p style=\"text-align: start;\">He and his team are confident that over the next few months, the Fed will stop its rate-hiking campaign. Meanwhile, they believe, the economy will avoid a recession due to job market resilience.</p><p style=\"text-align: start;\">And he says you can start capitalizing on them – including our potential trillion-dollar companies – now.</p><p style=\"text-align: start;\">As each economic report makes his predicted outcome more visible and likely, Luke says, stocks will keep pushing higher.</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>5 Stocks to Buy Before They Become the Next Trillion-Dollar Companies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks to Buy Before They Become the Next Trillion-Dollar Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/5-stocks-to-buy-before-they-become-the-next-trillion-dollar-companies/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’ve recently seen a surge of interest in finding the next trillion-dollar company.Perhaps it’s the recent successes of current trillion-dollar companies. Microsoft (NASDAQ:MSFT) has risen 28% this ...</p>\n\n<a href=\"https://investorplace.com/2023/05/5-stocks-to-buy-before-they-become-the-next-trillion-dollar-companies/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","BRK.A":"伯克希尔","XOM":"埃克森美孚","BRK.B":"伯克希尔B","META":"Meta Platforms","NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/05/5-stocks-to-buy-before-they-become-the-next-trillion-dollar-companies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161068771","content_text":"We’ve recently seen a surge of interest in finding the next trillion-dollar company.Perhaps it’s the recent successes of current trillion-dollar companies. Microsoft (NASDAQ:MSFT) has risen 28% this year, while Apple (NASDAQ:AAPL) has surged 37%. Or maybe the thought of missing out on a summer rally is becoming too great to ignore. Will any stock be able to ride it to a $1 trillion valuation?Yet, becoming a trillion-dollar company is hard. A typical corporation needs to generate roughly $30 billion in annual free cash flow to achieve a justified value of $1 trillion, or at least be on track to doing so. This measures the actual amount of cash an enterprise generates after deducting necessary expenses.Many firms also fail to maintain such lofty valuations.The inflated $569 billion price tag Cisco (NASDAQ:CSCO) sported in 2000 (or $1 trillion in today’s dollars) lost 85% of its value as the dot-com mania subsided. Adjusted for inflation, the firm was only producing $8.1 billion in free cash flow at the time. Speculative cryptocurrencies like Bitcoin (BTC-USD) can do even worse. The world’s largest crypto has now surpassed the $1 trillion mark twice, only to disappoint investors each time.The trick, of course, is knowing which companies will generate that magic $30 billion FCF figure, and which will not.Some require an enormous leap of faith. Firms like Tesla (NASDAQ:TSLA) will need to create yet-to-be-invented streams of revenues to achieve $30 billion FCF, such as renting customer vehicles out as driverless taxis. These bets are only appropriate for risk-tolerant investors who don’t mind buying duds along the way.Other companies have a far clearer path to $1 trillion. Maturing firms like Amazon in the late 2010s only needed to sell more online goods and cloud computing services. They didn’t have to invent businesses out of thin air.Today, we’re going to examine five stocks to buy in this increasingly popular field of potential trillion-dollar companies.Nvidia (NVDA)InvestorPlace analyst Louis Navellier has been bullish on Nvidia (NASDAQ:NVDA) for years. It wasn’t so much the semiconductor designer’s focus on high-end graphic processing units (GPUs) – although that certainly helped.Instead, Louis realized that the Silicon Valley chip company was incredible at figuring out how to make itself essential.That ingenuity has transformed Nvidia from a videogame rendering firm into one at the forefront of machine learning. Its high-end processors are now used for everything from training new large language models to helping radiologists identify breast cancer from MRI images.Essentially, GPUs have a far higher number of cores than ordinary central processing units (CPUs), allowing for simultaneous computations. By some estimates, GPUs are four to five times faster than CPUs – an enormous difference, because most large AI models can take months to train. Nvidia is the dominant firm in the high-end market.That sets Nvidia, which currently is valued at around $700 billion, on the path to becoming the next trillion-dollar company. The company surpassed Cisco’s (inflation adjusted) $8 billion FCF mark two years ago, and analysts forecast well over $14 billion free cash flow by 2026. With GPU demand forecast to increase at almost 30% annually through 2030, Nvidia is a firm with one of the clearest trajectories to $1 trillion.Visa (V)On the other hand, longtime readers will know that Louis has choice words for the banking sector. He spent years at what’s now the FDIC helping banks pass regulatory hurdles. Looking back, he calls it “putting lipstick on a pig.”Nevertheless, financial firms are still an essential part of any economy. And as the industry develops beyond old-fashioned banking via fintech innovations, investors are beginning to have investment choices beyond risky “lipstick-on-a-pig” banks.And that brings us to Visa (NYSE:V), a financial processing firm that generates revenues from merchants every time users make a purchase.From a financial standpoint, Visa has a clear path to a trillion-dollar valuation. The company, whose market cap now stands at around $480 billion, generated $18 billion in free cash flow in 2022, and analysts believe that rate will grow roughly 10% per year as consumers worldwide increasingly abandon cash transactions. Remember that countries like India still lag in contactless payments.Berkshire Hathaway (BRK-A, BRK-B)Warren Buffett’s financial holding company is an extraordinarily lucrative enterprise that generated $22 billion of FCF in 2022.Of course, the term “free cash flow” needs to be used loosely here. Berkshire relies on subsidiaries to generate cash, and modern accounting rules treat these figures differently depending on the levels of ownership. A small equity stake, for instance, will only count the equity value of the investment.Nevertheless, it’s a metric that’s helpful in understanding the value of Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B). The company’s incoming CEO, Greg Abel, is known as an astute dealmaker. This means Berkshire will likely find ways to expand long after current management at the company retires.And because the firm distributes only a small fraction of its cash back to shareholders, Berkshire Hathaway naturally grows larger over time. (It currently has a market cap of around $708 billion.) In a sense, it’s like filling an empty swimming pool without draining any water.That naturally puts the Omaha, Nebraska-based firm on a path to generating $30 billion of cash per year within the decade. For risk-averse investors seeking stable growth, Berkshire Hathaway is an ideal holding for the long run.Exxon Mobil (XOM)This is perhaps the strangest company on this list. It’s a company that generated $58 billion in free cash flow in 2022, yet trades well under the $1 trillion mark.The reason for this mismatch is simple:Investors don’t believe Exxon Mobil (NYSE:XOM) can maintain a $30 billion-plus FCF for long.Analysts expect the energy giant will see cash flows shrink to $41 billion this year and $39 billion the next as energy prices stall and electric vehicles replace gas-guzzling ones.We’re broadly of a different mind here at InvestorPlace.com. This week, Eric Fry notes that the International Energy Agency now believes that the oil market will fall into a 400,000 barrel-per-day (BPD) deficit soon, then swell to a 2-million-BPD deficit in the second half of the year. Reasons include unexpectedly strong Chinese demand, an OPEC+ cut, and a general unwillingness of American drillers to boost production.That means Louis’ $100-per-barrel oil prediction could happen as soon as this summer, if not by the end of the year. Such a reversal will reduce Exxon’s historic price discount and send shares higher. (Its market cap is now at around $430 billion.)Longer term, Exxon has also shown an ability to profitably adapt to new situations. InvestorPlace.com’s Josh Enomoto notes that Exxon has 40 years of consecutive annual dividend increases, a feat achieved by expanding into offshore drilling, horizontal fracking, and downstream chemical production.As governments increasingly push EV adoption, don’t be surprised if Exxon surprises investors once again.Meta Platforms (META)Finally, Facebook’s parent could soon regain its trillion-dollar crown.Social media giant Meta Platforms (NASDAQ:META) first became worth $1 trillion in June 2021 on an accelerating advertising business. At the time, analysts believed the firm would generate $33 billion the following year.That didn’t go to plan. The company would instead post $19 billion in free cash flow due to a slowdown in online advertising and mounting losses from its virtual reality business. Meta’s market capitalization sank as low as $250 million last year. (It’s inched back up to around $600 billion.)Still, Luke sees Meta as a promising bet. Earlier this month, he noted that the firm’s aggressive cost-cutting measures and improving ad business were already showing positive results. And soft inflation figures from earlier this week set the stage for a summer stock surge. Facebook is historically more sensitive than its peers to market cycles.That means a recovery could happen faster than expected. FCF is now expected to recover to $23 billion this year and hit the “magic” $30 billion level in 2024. Heavy advertising spending from the 2024 presidential election means these figures will likely play out this time around.Free Cash Flow: Boring, But VitalThere’s nothing attractive about the term “free cash flow.”It conjures no imagery of “growth” or “innovation.” Nor does it sound much like “intrinsic value” or “cheapness” for the value investors out there.The term is also merciless in penalizing cash costs as they happen. If a company suffers a fire at a warehouse, FCF doesn’t care that it’s a one-time loss or who started the blaze. It only cares about how much money the insurance firm sends back.Predicting the next trillion-dollar companies requires this unsparing level of reality.That’s because hype alone is rarely enough to move companies into the trillion-dollar club. Cisco, Bitcoin, and Tesla joined that group only briefly before reality set in (inflation adjusted, of course, for Cisco).On the other hand, shares of companies that produce enormous amounts of cash have no choice but to only go up.For his part, Luke says investors are starting to realize that their dream of a “soft landing” is coming true.He and his team are confident that over the next few months, the Fed will stop its rate-hiking campaign. Meanwhile, they believe, the economy will avoid a recession due to job market resilience.And he says you can start capitalizing on them – including our potential trillion-dollar companies – now.As each economic report makes his predicted outcome more visible and likely, Luke says, stocks will keep pushing higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970150582,"gmtCreate":1684196757146,"gmtModify":1684196760354,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970150582","repostId":"2335818761","repostType":2,"repost":{"id":"2335818761","pubTimestamp":1684195263,"share":"https://www.laohu8.com/m/news/2335818761?lang=&edition=full","pubTime":"2023-05-16 08:01","market":"us","language":"en","title":"Why The Fed Should Keep Its Paws Off The Pause Button","url":"https://stock-news.laohu8.com/highlight/detail?id=2335818761","media":"seekingalpha","summary":"Right now the prospects for inflation are driving everything in markets. Markets are now, as they ha","content":"<html><head></head><body><p>Right now the prospects for inflation are driving everything in markets. Markets are now, as they have been since the start of the Fed tightening, eager for the Fed to stop tightening and for business to return to normal. Banking sector problems have added to these concerns. There has been, from the start of this inflation process, a certain denial that inflation was real, that it would last, and even that it was dangerous. Not only do markets seem to not appreciate the risks but the Federal Reserve seems to have set them aside as well for its own reasons and perhaps reasons that it has come subsequently to regret.</p><p>There are several threads of commentary that weave through the various discussions of why the Federal Reserve should stop raising rates. Some hold that it should not even have been raising rates at all. I find this a curious argument. Clearly, inflation is high, and inflation clearly has been progressing at a pace well above the level of interest rates. Historically we look at inflation &#39;higher than interest rates&#39; as a period of accommodative monetary policy, not a period with restrictive monetary policy that we would expect to eventually get inflation under control.</p><p>Implicit in the view of people who are looking for the Fed to stop hiking rates soon and start cutting them is the view that inflation will go down on its own when it&#39;s time. This is an interesting idea but it&#39;s an idea without any historic precedent… or merit.</p><p>Nonetheless, we have heard both Nobel Laureate economist Joseph Stiglitz and Senate Banking Committee member Elizabeth Warren opine the same argument that the Fed should not be raising rates because the Fed is confused about the cause of inflation. They argue that inflation is caused by supply shocks and by the war in Ukraine and that monetary policy will have no impact on these things. While there is certainly some merit to parts of these arguments, they seem to miss the point: supply shocks and the war may have started inflation, but now inflation has taken on a life of its own and policy needs to deal with it, and reel it in, not ignore it.</p><p>Regardless of what started the inflation process, inflation is now in gear and it&#39;s the job of slowing inflation and controlling it that monetary policy must attend to. At this point it doesn&#39;t matter what started the inflation; what matters is to stop it and to contain people&#39;s perceptions of it and to reel back people&#39;s inflation expectations and their extrapolation of continuing price increases in the future.</p><p><strong>Chart 1</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb451654cf382f8e4920022c5711f198\" tg-width=\"640\" tg-height=\"424\"/></p><p>&#34;Demand&#34; Vs &#34;Supply&#34; Inflation (Haver Analytics and FAO Economics)</p><p>Those who think that inflation continues to be caused by the war in Ukraine or by supply chain problems need to explain Chart 1 to me. Chart 1 shows that PPI inflation, which is the inflation gauge closest to production, has inflation falling sharply. On the other hand, the CPI which is the inflation rate experienced by consumers, and is linked to demand is the inflation rate that is higher and sticky. If inflation is caused by the supply side we would expect to see this result flipped. We&#39;d expect to see PPI inflation higher and CPI inflation lower. Instead, what we see is the situation that I described above which is where inflation began being triggered by excess fiscal policy, excess monetary policy, supply shocks, and the war in Ukraine and now these factors have combined to put something in motion that needs to be stopped. Clearly, monetary policy has a purpose and a role.</p><p>There&#39;s another broad thread about that policy that argues that policy should do the least damage possible to the economy and should seek a soft landing. Some economists look back at the 1969-1970 recession and do not consider it a recession. Alan Blinder, former vice chair at the Federal Reserve, has referred to it as a sort of recessionette arguing that output barely fell by more than 1/2 of a percentage point in that recession; he maintains that it was some sort of a soft landing - although the unemployment rate did rise by 2.6 percentage points. I view the 1969-70 recession very differently. I see it as the gateway to the onset of the inflation problem. It is the first recession of this period, but not the first episode in which the Fed raised interest rates only to back off and find inflation was higher after it raised rates. The Fed did this in the mid-1960s while avoiding a recession altogether. They did it again in 1970 and then they did it again in the 1973-75 recession. No one would call the 1973-75 recession a soft landing. However, like the 1969-70 recession it&#39;s a recession in which the Federal Reserve raised interest rates and then cut them early leaving the inflation rate higher at the end of the recession than it was before the recession began. These recession episodes sowed the seeds of an inflation that grew culminating in the draconian monetary policy of the 1980s. Now, some want to do it again…</p><p>When I hear economists talk about soft landings and when I look back at history at the sorts of things that occurred during periods when they label episodes as soft landings, I get very worried about what will happen in this episode if the Federal Reserve shoots for a soft landing. Inflation already is far too high, and we have no recession. Were we to have a recession where the Fed cut interest rates early and did not keep the pressure on, I would certainly not want to have the economy emerge from this recession with the inflation rate even higher than what it is now. And this is the problem with the soft-landing crowd. They seem to be unconcerned by such a possibility.</p><p>When the Fed adopted its new framework agreement it shifted to aiming at an average inflation target, it prioritized full employment, and, in some sense, it downgraded its 2% inflation target by saying it was going to allow inflation to overshoot and that it would not raise interest rates until the economy had reached maximum employment. These changes are the facts underlying the framework agreement that governed the conduct of monetary policy before and after COVID struck. They set the Fed on a new and different path that it had never been on before. The Fed let inflation move over its 2% target and stay over its target for over a year before it began to raise rates at all - a stunning decision.</p><p>The question now is what does the Fed think it should be doing? Does it still embrace its new framework statement? If so, does that mean that if the unemployment rate rises the Fed will back off on rate hikes? Or has the Fed learned a lesson about prioritizing full employment and does it realize that inflation has become a much more severe problem and needs to be prioritized? We often seem to hear that line of thought from the Fed Chairman and from other Federal Reserve officials, but they also say that in tandem arguing that they need to make sure they do not do undue damage to the economy. That caveat muddies the water. In terms of the Fed&#39;s intentions, I have to say I am more confused than I ever have been about what the Fed really plans to do. And I am not sure that people who are pushing for and endorsing the soft landing understand the extent to which a soft landing will interfere with making inflation progress.</p><p><strong><em>No one knows what inflation is going to do in the period ahead.</em></strong> At one of the recent annual meetings sponsored by the Kansas City Fed in Jackson Hole Wyoming, it was established that none of the widely followed inflation theories works all the time. Various theories seem to work at various times and then they breakdown. However, we know in the past when we&#39;ve had inflation and when the Federal Reserve has raised interest rates and there has been a recession the inflation rate has generally come down if the Federal Reserve did not ease interest rates too quickly in the recession itself or early in the recovery.</p><p>Charts document that inflation progress is slow.</p><p><strong>Chart 2</strong></p><p>CPI inflation progress is slow</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a72e71eedbba3f71dbc58446beea7d7\" tg-width=\"640\" tg-height=\"387\"/></p><p>Very slow inflation progress (Haver Analytics and FAO Economics)</p><p>Chart two shows the progress of inflation since July 2022. Headline inflation has come down more rapidly, while core inflation has declined very little. However, there may be reason to think that current inflation progress has stepped up a little bit more.</p><p><strong>Chart 3</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0275d3f88b667785a539c29f8a15e41b\" tg-width=\"640\" tg-height=\"387\"/></p><p>3-Month annualized inflation (Haver Analytics and FAO Economics)</p><p>Chart 3 shows a short-term point of view. This chart emphasizes what inflation is doing in the near term rather than what the year over year pace is since it focuses on annualized inflation rates over the three-month periods. Here we see three-month inflation in the core and headlines of the CPI were running at a pace of nearly 10%, however, by December 2022, those inflation rates had come down to the 3% to 4% range. However, since then CPI core inflation over three months has flattened out at about 5% while the headline firmed and it&#39;s now back at a pace of around 3.2%.</p><p>This chart gives us a little bit more optimism about making progress on inflation. The Federal Reserve doesn&#39;t usually look at shorter-term inflation rates because they&#39;re too volatile. However, when we look at a longer-term inflation rate, what you can see from this chart is an inflation rate that spans the July 22 to April 23 period, and is going to incorporate some high inflation periods in July and August of 2022 along with some lower inflation periods that are more recent. Are we distorting the picture of inflation progress by mixing these two very different trends together?</p><p>Well… that&#39;s something to be open-minded about. The other thing to remember is that while the core inflation rate has dropped by nearly half, measuring inflation at its three-month pace it has still only dropped to 5% not to 2% - free of the &#39;contamination&#39; of averaging. And from December 2022 the core inflation rate not only has been stable but it has actually picked up slightly. Inflation options need to consider all these trends.</p><p>These trends point to more good news in the making and that is simply to recognize that as we move ahead calculating year over year inflation rates the high inflation rates from early 2022 are going to fall out of the calculation and that means that the year-over-year inflation rates are going to fall faster than they have been falling. And that&#39;s good news.</p><p>As I mentioned earlier, we can&#39;t be sure what inflation is going to do in the period ahead this means monetary policy wants to be careful; it does not want to assume that progress is going to continue at a strong pace nor does it want to think if progress is slow that the pace can&#39;t speed up either. Future policy needs to have some flexibility but it also needs to be realistic in what it can do and what it can expect.</p><p>One important way to look at inflation is to recognize that year-over-year inflation is nothing more than the multiplied one-month percentage changes of the last 12 months. We currently have CPI data through April; at the time of the May inflation report, we&#39;ll have 11 of the same month-to-month changes that the April report has. May will drop the (known) oldest month-to-month change and it will add a new one (unknown) for the month of May. Mechanically that&#39;s why the year of inflation rate doesn&#39;t change very much from month-to-month. But we can see by looking at these monthly inflation data that we are losing that they are going to be relatively high numbers whereas the inflation numbers we&#39;re going to be gaining - if they are in keeping with the recent monthly trends we&#39;ve had - are going to be much lower. So that&#39;s grounds for optimism and getting the year-over-year inflation rate lower. But are we going to get it low enough? Based on current trends the answer seems to be &#39;no.&#39; And this is why I caution the Fed not to be too quick to pause. One of the worst things that monetary policy can do is to go through stop-go phases. Moves like that confuse markets because they have a harder time figuring out the speed at which monetary policy will progress in the future. So, let&#39;s look at these month-to-month inflation changes and see what we can learn about what inflation is doing now.</p><p><strong>Chart 4</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec08e967b9d613fb0e4dc3ae3bb4ce0d\" tg-width=\"640\" tg-height=\"396\"/></p><p>Monthly frequency distribution of inflation (Haver Analytics and FAO Economics)</p><p>Chart four shows <em>frequency distributions</em> of monthly CPI percentage changes. They make the case that inflation is not yet under enough control for the Fed to slow its pace of tightening. This is a chart of the frequency distribution of monthly headline and core inflation changes for two different periods. The recent period spans the most recent 24 months. The other period is the benchmark 4 years before COVID struck during which inflation was low. The point of this chart is to look at the distribution or monthly changes in inflation during a period when inflation was low and compare it to the distribution that we have currently to see if the distribution of price changes for the core or headline CPI is beginning to look the way they have looked in the past during a broad period of price stability.</p><p>The answer here is a rousing &#39;no.&#39; The CPI core and the headline for the most recent 24 months show an extended frequency distribution to the right indicating that they have experienced some extreme the month-to-month changes in the headline and in the core CPI. During the four years of price stability before COVID struck we see the purple and the green series do not have extended frequency distributions to the right. The highest core increase during that four-year period was a gain of 0.3% month-to-month while the highest headline increase (the green series) was 0.5% month-to-month. Notice also during the period of price stability both the core and the headline series had observations at zero or even observations that were negative and there have been none of those over the past 24 months.</p><p>These frequency distributions strongly suggest that we have not yet gotten back to a point of price stability and that, if we are going to get there, we&#39;ll have to have the period ahead appearing more like it was in the years prior to Covid.</p><p><strong>Chart 5</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f0411b8b531112a2a5259193420116\" tg-width=\"640\" tg-height=\"389\"/></p><p>Inflation density functions (Haver Analytics and FAO Economics)</p><p>If you don&#39;t find the frequency distribution charts compelling or if you find them confusing, I have also included above the density charts for the various distributions. The density charts add up the cumulative frequencies from the lowest percentage increases to the highest going from left to right. For example, the purple line which is for core inflation shows us that during the period of price stability 95.8% of the core observations we&#39;re 0.2% per month or lower- WOW! The headline CPI had a little more gradualness to it. Still, 58% of its month-to-month percent changes were a 0.1% or lower. It did that over four years, and had one month-to-month gain as large as 0.5% on the month.</p><p>When we compare these two distributions to what we see over the last 24 months, there is no comparison as the 24-month distributions stretch well into much higher month-to-month percent changes.</p><p>One obvious criticism here is that I&#39;m looking at 24-months which is a long period that has some of the higher monthly percent changes involved dating back to the time when inflation was more virulent. And I did that to try to gain more observations to look at in a 24-month period instead of just a 12-month period.</p><p><strong>Chart 6</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6be8a1fd6b1313ba36a3a4a120d9e083\" tg-width=\"640\" tg-height=\"392\"/></p><p>frequency distribution for last 12-months (Haver Analytics and FAO Economics)</p><p>To assuage that criticism… Chart 6 shows the frequency distribution for the last 12 months for both the headline and the core. Both the headline in the core measures have some extreme observations that are still in the distribution and while they both have their modal (or, most frequent observation) at 0.4% (for the core the distribution is bimodal with 0.4% and 0.3% more frequent). That&#39;s still far too high for a 2% annual target. The distributions are still far too skewed to the right and only the headline has observations below 0.3% monthly. The Fed&#39;s inflation target is 2% and a steady diet of increases of 0.2% per month will set the annual rate for inflation at 2.4%. In CPI terms that gain is comparable to 2% on the PCE that the Fed targets since the CPI runs hotter than the PCE. However, the core doesn&#39;t have any increases that small over the last 12 months (the smallest is 0.3% or 3.7% annualized!).</p><h2>The facts argue for a stricter Fed, not a looser one</h2><p>My conclusion is that the facts argue for a stricter Fed not for a looser Fed, and not for a Fed that&#39;s going to take us into a pause early and hopes to glide into a soft landing on the further hope that in the soft landing inflation will continue to be reduced. History tells us that the world doesn&#39;t normally work that way. But now that we have had high inflation we know that inflation expectations are elevated. And we can see from the distribution of monthly changes that while we&#39;ve made some progress on inflation, <em>we are still not close to generating the kind of increases month-in and month-out that are going to give us the kind of price discipline that we seek</em>.</p><p>Everything that we know about economics suggests that we need to keep more pressure on the economy, on producers, and on consumers to reduce demand pressures and reduce prices to the Fed&#39;s target pace of 2% on the PCE.</p><p>This analysis suggests that if the Fed loosens policy early inflation will again get out of control and while the markets may like the Fed backing off at least initially - if this analysis is correct - and if it turns out that inflation remains stubborn or backtracks, market euphoria will be short-lived and the <em>next</em> round of pain would be devastating.</p><h2>Catch-22</h2><p>So there&#39;s a little bit of Joseph Heller in all of this. Joseph Heller wrote the book &#34;Catch-22,&#34; which is a wonderful book that I highly recommend. The title of the book stems from a hypothetical army regulation that says that if you&#39;re crazy you can get a deferment to get out of your military service. However, there&#39;s a catch. And that catch, known as catch-22, is that if you request to be let out of your military service on the basis that you&#39;re crazy, then you&#39;re sane enough to know that you&#39;re really not crazy and the clause no longer applies to you.</p><p>I see this same sort of self-undermining logic in the belief that a soft-landing is the right course of action. Many want the economy to go back to normal and there was a long period of price stability before Covid. Many people simply assume that if the Fed just lets interest rates go back down to normal, inflation will go back to normal and everything will be fine and &#39;normal.&#39; But the world has changed. COVID changed the world and what&#39;s normal has changed too.</p><p>The supply chains shifted. Labor market participation rates have shifted. And, most of all, inflation has shifted and inflation psychology has shifted. There is no reason to think anything is going to go back to the way it was because we&#39;re just not there anymore. That world, that environment, those conditions, no longer exist.</p><h2>I worry… and you should, too</h2><p>This is why I worry about the Fed not having staying power and not raising rates enough. I believe it has already damaged its reputation by denying inflation and by procrastinating on needed policy moves that let inflation climb even higher. I don&#39;t know what will happen if it makes that same mistake again with inflation already this high. And this is not just simply a concern about the Fed. It&#39;s also a concern about what it will mean for Fed policy, and for markets: for the bond market, for stocks, for the dollar, for gold, for commodities, and for everything. Fed policy desperately needs to restore price stability. Financial policy needs an anchor. The Fed can&#39;t pull that anchor up and trust that the currents will take us where it wants us to go. Every investor needs to be aware of this risk.</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>Why The Fed Should Keep Its Paws Off The Pause Button</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 The Fed Should Keep Its Paws Off The Pause Button\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4604680-why-the-fed-should-keep-its-paws-off-the-pause-button><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Right now the prospects for inflation are driving everything in markets. Markets are now, as they have been since the start of the Fed tightening, eager for the Fed to stop tightening and for business...</p>\n\n<a href=\"https://seekingalpha.com/article/4604680-why-the-fed-should-keep-its-paws-off-the-pause-button\">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://seekingalpha.com/article/4604680-why-the-fed-should-keep-its-paws-off-the-pause-button","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2335818761","content_text":"Right now the prospects for inflation are driving everything in markets. Markets are now, as they have been since the start of the Fed tightening, eager for the Fed to stop tightening and for business to return to normal. Banking sector problems have added to these concerns. There has been, from the start of this inflation process, a certain denial that inflation was real, that it would last, and even that it was dangerous. Not only do markets seem to not appreciate the risks but the Federal Reserve seems to have set them aside as well for its own reasons and perhaps reasons that it has come subsequently to regret.There are several threads of commentary that weave through the various discussions of why the Federal Reserve should stop raising rates. Some hold that it should not even have been raising rates at all. I find this a curious argument. Clearly, inflation is high, and inflation clearly has been progressing at a pace well above the level of interest rates. Historically we look at inflation 'higher than interest rates' as a period of accommodative monetary policy, not a period with restrictive monetary policy that we would expect to eventually get inflation under control.Implicit in the view of people who are looking for the Fed to stop hiking rates soon and start cutting them is the view that inflation will go down on its own when it's time. This is an interesting idea but it's an idea without any historic precedent… or merit.Nonetheless, we have heard both Nobel Laureate economist Joseph Stiglitz and Senate Banking Committee member Elizabeth Warren opine the same argument that the Fed should not be raising rates because the Fed is confused about the cause of inflation. They argue that inflation is caused by supply shocks and by the war in Ukraine and that monetary policy will have no impact on these things. While there is certainly some merit to parts of these arguments, they seem to miss the point: supply shocks and the war may have started inflation, but now inflation has taken on a life of its own and policy needs to deal with it, and reel it in, not ignore it.Regardless of what started the inflation process, inflation is now in gear and it's the job of slowing inflation and controlling it that monetary policy must attend to. At this point it doesn't matter what started the inflation; what matters is to stop it and to contain people's perceptions of it and to reel back people's inflation expectations and their extrapolation of continuing price increases in the future.Chart 1\"Demand\" Vs \"Supply\" Inflation (Haver Analytics and FAO Economics)Those who think that inflation continues to be caused by the war in Ukraine or by supply chain problems need to explain Chart 1 to me. Chart 1 shows that PPI inflation, which is the inflation gauge closest to production, has inflation falling sharply. On the other hand, the CPI which is the inflation rate experienced by consumers, and is linked to demand is the inflation rate that is higher and sticky. If inflation is caused by the supply side we would expect to see this result flipped. We'd expect to see PPI inflation higher and CPI inflation lower. Instead, what we see is the situation that I described above which is where inflation began being triggered by excess fiscal policy, excess monetary policy, supply shocks, and the war in Ukraine and now these factors have combined to put something in motion that needs to be stopped. Clearly, monetary policy has a purpose and a role.There's another broad thread about that policy that argues that policy should do the least damage possible to the economy and should seek a soft landing. Some economists look back at the 1969-1970 recession and do not consider it a recession. Alan Blinder, former vice chair at the Federal Reserve, has referred to it as a sort of recessionette arguing that output barely fell by more than 1/2 of a percentage point in that recession; he maintains that it was some sort of a soft landing - although the unemployment rate did rise by 2.6 percentage points. I view the 1969-70 recession very differently. I see it as the gateway to the onset of the inflation problem. It is the first recession of this period, but not the first episode in which the Fed raised interest rates only to back off and find inflation was higher after it raised rates. The Fed did this in the mid-1960s while avoiding a recession altogether. They did it again in 1970 and then they did it again in the 1973-75 recession. No one would call the 1973-75 recession a soft landing. However, like the 1969-70 recession it's a recession in which the Federal Reserve raised interest rates and then cut them early leaving the inflation rate higher at the end of the recession than it was before the recession began. These recession episodes sowed the seeds of an inflation that grew culminating in the draconian monetary policy of the 1980s. Now, some want to do it again…When I hear economists talk about soft landings and when I look back at history at the sorts of things that occurred during periods when they label episodes as soft landings, I get very worried about what will happen in this episode if the Federal Reserve shoots for a soft landing. Inflation already is far too high, and we have no recession. Were we to have a recession where the Fed cut interest rates early and did not keep the pressure on, I would certainly not want to have the economy emerge from this recession with the inflation rate even higher than what it is now. And this is the problem with the soft-landing crowd. They seem to be unconcerned by such a possibility.When the Fed adopted its new framework agreement it shifted to aiming at an average inflation target, it prioritized full employment, and, in some sense, it downgraded its 2% inflation target by saying it was going to allow inflation to overshoot and that it would not raise interest rates until the economy had reached maximum employment. These changes are the facts underlying the framework agreement that governed the conduct of monetary policy before and after COVID struck. They set the Fed on a new and different path that it had never been on before. The Fed let inflation move over its 2% target and stay over its target for over a year before it began to raise rates at all - a stunning decision.The question now is what does the Fed think it should be doing? Does it still embrace its new framework statement? If so, does that mean that if the unemployment rate rises the Fed will back off on rate hikes? Or has the Fed learned a lesson about prioritizing full employment and does it realize that inflation has become a much more severe problem and needs to be prioritized? We often seem to hear that line of thought from the Fed Chairman and from other Federal Reserve officials, but they also say that in tandem arguing that they need to make sure they do not do undue damage to the economy. That caveat muddies the water. In terms of the Fed's intentions, I have to say I am more confused than I ever have been about what the Fed really plans to do. And I am not sure that people who are pushing for and endorsing the soft landing understand the extent to which a soft landing will interfere with making inflation progress.No one knows what inflation is going to do in the period ahead. At one of the recent annual meetings sponsored by the Kansas City Fed in Jackson Hole Wyoming, it was established that none of the widely followed inflation theories works all the time. Various theories seem to work at various times and then they breakdown. However, we know in the past when we've had inflation and when the Federal Reserve has raised interest rates and there has been a recession the inflation rate has generally come down if the Federal Reserve did not ease interest rates too quickly in the recession itself or early in the recovery.Charts document that inflation progress is slow.Chart 2CPI inflation progress is slowVery slow inflation progress (Haver Analytics and FAO Economics)Chart two shows the progress of inflation since July 2022. Headline inflation has come down more rapidly, while core inflation has declined very little. However, there may be reason to think that current inflation progress has stepped up a little bit more.Chart 33-Month annualized inflation (Haver Analytics and FAO Economics)Chart 3 shows a short-term point of view. This chart emphasizes what inflation is doing in the near term rather than what the year over year pace is since it focuses on annualized inflation rates over the three-month periods. Here we see three-month inflation in the core and headlines of the CPI were running at a pace of nearly 10%, however, by December 2022, those inflation rates had come down to the 3% to 4% range. However, since then CPI core inflation over three months has flattened out at about 5% while the headline firmed and it's now back at a pace of around 3.2%.This chart gives us a little bit more optimism about making progress on inflation. The Federal Reserve doesn't usually look at shorter-term inflation rates because they're too volatile. However, when we look at a longer-term inflation rate, what you can see from this chart is an inflation rate that spans the July 22 to April 23 period, and is going to incorporate some high inflation periods in July and August of 2022 along with some lower inflation periods that are more recent. Are we distorting the picture of inflation progress by mixing these two very different trends together?Well… that's something to be open-minded about. The other thing to remember is that while the core inflation rate has dropped by nearly half, measuring inflation at its three-month pace it has still only dropped to 5% not to 2% - free of the 'contamination' of averaging. And from December 2022 the core inflation rate not only has been stable but it has actually picked up slightly. Inflation options need to consider all these trends.These trends point to more good news in the making and that is simply to recognize that as we move ahead calculating year over year inflation rates the high inflation rates from early 2022 are going to fall out of the calculation and that means that the year-over-year inflation rates are going to fall faster than they have been falling. And that's good news.As I mentioned earlier, we can't be sure what inflation is going to do in the period ahead this means monetary policy wants to be careful; it does not want to assume that progress is going to continue at a strong pace nor does it want to think if progress is slow that the pace can't speed up either. Future policy needs to have some flexibility but it also needs to be realistic in what it can do and what it can expect.One important way to look at inflation is to recognize that year-over-year inflation is nothing more than the multiplied one-month percentage changes of the last 12 months. We currently have CPI data through April; at the time of the May inflation report, we'll have 11 of the same month-to-month changes that the April report has. May will drop the (known) oldest month-to-month change and it will add a new one (unknown) for the month of May. Mechanically that's why the year of inflation rate doesn't change very much from month-to-month. But we can see by looking at these monthly inflation data that we are losing that they are going to be relatively high numbers whereas the inflation numbers we're going to be gaining - if they are in keeping with the recent monthly trends we've had - are going to be much lower. So that's grounds for optimism and getting the year-over-year inflation rate lower. But are we going to get it low enough? Based on current trends the answer seems to be 'no.' And this is why I caution the Fed not to be too quick to pause. One of the worst things that monetary policy can do is to go through stop-go phases. Moves like that confuse markets because they have a harder time figuring out the speed at which monetary policy will progress in the future. So, let's look at these month-to-month inflation changes and see what we can learn about what inflation is doing now.Chart 4Monthly frequency distribution of inflation (Haver Analytics and FAO Economics)Chart four shows frequency distributions of monthly CPI percentage changes. They make the case that inflation is not yet under enough control for the Fed to slow its pace of tightening. This is a chart of the frequency distribution of monthly headline and core inflation changes for two different periods. The recent period spans the most recent 24 months. The other period is the benchmark 4 years before COVID struck during which inflation was low. The point of this chart is to look at the distribution or monthly changes in inflation during a period when inflation was low and compare it to the distribution that we have currently to see if the distribution of price changes for the core or headline CPI is beginning to look the way they have looked in the past during a broad period of price stability.The answer here is a rousing 'no.' The CPI core and the headline for the most recent 24 months show an extended frequency distribution to the right indicating that they have experienced some extreme the month-to-month changes in the headline and in the core CPI. During the four years of price stability before COVID struck we see the purple and the green series do not have extended frequency distributions to the right. The highest core increase during that four-year period was a gain of 0.3% month-to-month while the highest headline increase (the green series) was 0.5% month-to-month. Notice also during the period of price stability both the core and the headline series had observations at zero or even observations that were negative and there have been none of those over the past 24 months.These frequency distributions strongly suggest that we have not yet gotten back to a point of price stability and that, if we are going to get there, we'll have to have the period ahead appearing more like it was in the years prior to Covid.Chart 5Inflation density functions (Haver Analytics and FAO Economics)If you don't find the frequency distribution charts compelling or if you find them confusing, I have also included above the density charts for the various distributions. The density charts add up the cumulative frequencies from the lowest percentage increases to the highest going from left to right. For example, the purple line which is for core inflation shows us that during the period of price stability 95.8% of the core observations we're 0.2% per month or lower- WOW! The headline CPI had a little more gradualness to it. Still, 58% of its month-to-month percent changes were a 0.1% or lower. It did that over four years, and had one month-to-month gain as large as 0.5% on the month.When we compare these two distributions to what we see over the last 24 months, there is no comparison as the 24-month distributions stretch well into much higher month-to-month percent changes.One obvious criticism here is that I'm looking at 24-months which is a long period that has some of the higher monthly percent changes involved dating back to the time when inflation was more virulent. And I did that to try to gain more observations to look at in a 24-month period instead of just a 12-month period.Chart 6frequency distribution for last 12-months (Haver Analytics and FAO Economics)To assuage that criticism… Chart 6 shows the frequency distribution for the last 12 months for both the headline and the core. Both the headline in the core measures have some extreme observations that are still in the distribution and while they both have their modal (or, most frequent observation) at 0.4% (for the core the distribution is bimodal with 0.4% and 0.3% more frequent). That's still far too high for a 2% annual target. The distributions are still far too skewed to the right and only the headline has observations below 0.3% monthly. The Fed's inflation target is 2% and a steady diet of increases of 0.2% per month will set the annual rate for inflation at 2.4%. In CPI terms that gain is comparable to 2% on the PCE that the Fed targets since the CPI runs hotter than the PCE. However, the core doesn't have any increases that small over the last 12 months (the smallest is 0.3% or 3.7% annualized!).The facts argue for a stricter Fed, not a looser oneMy conclusion is that the facts argue for a stricter Fed not for a looser Fed, and not for a Fed that's going to take us into a pause early and hopes to glide into a soft landing on the further hope that in the soft landing inflation will continue to be reduced. History tells us that the world doesn't normally work that way. But now that we have had high inflation we know that inflation expectations are elevated. And we can see from the distribution of monthly changes that while we've made some progress on inflation, we are still not close to generating the kind of increases month-in and month-out that are going to give us the kind of price discipline that we seek.Everything that we know about economics suggests that we need to keep more pressure on the economy, on producers, and on consumers to reduce demand pressures and reduce prices to the Fed's target pace of 2% on the PCE.This analysis suggests that if the Fed loosens policy early inflation will again get out of control and while the markets may like the Fed backing off at least initially - if this analysis is correct - and if it turns out that inflation remains stubborn or backtracks, market euphoria will be short-lived and the next round of pain would be devastating.Catch-22So there's a little bit of Joseph Heller in all of this. Joseph Heller wrote the book \"Catch-22,\" which is a wonderful book that I highly recommend. The title of the book stems from a hypothetical army regulation that says that if you're crazy you can get a deferment to get out of your military service. However, there's a catch. And that catch, known as catch-22, is that if you request to be let out of your military service on the basis that you're crazy, then you're sane enough to know that you're really not crazy and the clause no longer applies to you.I see this same sort of self-undermining logic in the belief that a soft-landing is the right course of action. Many want the economy to go back to normal and there was a long period of price stability before Covid. Many people simply assume that if the Fed just lets interest rates go back down to normal, inflation will go back to normal and everything will be fine and 'normal.' But the world has changed. COVID changed the world and what's normal has changed too.The supply chains shifted. Labor market participation rates have shifted. And, most of all, inflation has shifted and inflation psychology has shifted. There is no reason to think anything is going to go back to the way it was because we're just not there anymore. That world, that environment, those conditions, no longer exist.I worry… and you should, tooThis is why I worry about the Fed not having staying power and not raising rates enough. I believe it has already damaged its reputation by denying inflation and by procrastinating on needed policy moves that let inflation climb even higher. I don't know what will happen if it makes that same mistake again with inflation already this high. And this is not just simply a concern about the Fed. It's also a concern about what it will mean for Fed policy, and for markets: for the bond market, for stocks, for the dollar, for gold, for commodities, and for everything. Fed policy desperately needs to restore price stability. Financial policy needs an anchor. The Fed can't pull that anchor up and trust that the currents will take us where it wants us to go. Every investor needs to be aware of this risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970364214,"gmtCreate":1683966853038,"gmtModify":1683966857661,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Naise","listText":"Naise","text":"Naise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970364214","repostId":"2334097542","repostType":2,"repost":{"id":"2334097542","pubTimestamp":1683943585,"share":"https://www.laohu8.com/m/news/2334097542?lang=&edition=full","pubTime":"2023-05-13 10:06","market":"us","language":"en","title":"2 AI Stocks With 31% and 20% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2334097542","media":"Motley Fool","summary":"There are still some deals to be had amid the AI craze.","content":"<html><head></head><body><p>Artificial intelligence (AI) has become an overwhelmingly hot topic on Wall Street this year. Companies can&#39;t stop talking about AI on earnings calls, and investors are piling into AI stocks, trying to grab a piece of the future.</p><p>Finding a good deal can be tricky during times like this, but it&#39;s not impossible. Arguably, two companies critical to AI&#39;s growth over the coming years could still have room to run and are hiding in plain sight. One pick-and-shovel AI stock and an unloved tech giant could level up your portfolio. Here&#39;s why.</p><h2>Taiwan Semiconductor: 31% potential upside</h2><p>Training and operating AI models is a tremendous undertaking. ChatGPT requires a staggering amount of computing power. Just running the model costs approximately $700,000 each day. AI&#39;s long-term growth will almost assuredly create a lot of demand for semiconductor chips, and <strong>Taiwan Semiconductor</strong> is the world&#39;s largest chip manufacturer.</p><p>The company manufactures over 12,000 chips for more than 500 customers, generating nearly $76 billion in annual revenue. Taiwan Semiconductor accounts for more than half of global foundry (chip manufacturing) revenue and has a reputation for building many of the industry&#39;s most advanced chips. Taiwan Semiconductor will probably see a lot of the world&#39;s AI-driven chip demand flow through its business.</p><p>Wall Street analysts have issued price targets for the stock, from as low as $85 to as high as $126. The median estimate, $111.50, implies a 31% price upside. From an earnings standpoint, the stock trades at a price-to-earnings ratio (P/E) of 16, below the broader market, despite analysts calling for an average of 20% annual profit growth moving forward.</p><p>So why is the stock lagging? It could be that investors are wary of the company&#39;s proximity to China during a time of high political tension. Warren Buffett recently admitted that this played a role in his decision to sell <strong>Berkshire Hathaway</strong>&#39;s stake in the business. Additionally, semiconductors are sensitive to the economy, and a potential recession could hit the economy in the next few quarters. These concerns are noteworthy, but it&#39;s hard to deny the long-term growth ahead for Taiwan Semiconductor, especially as AI flourishes.</p><h2>Alphabet: 20% potential upside</h2><p>If AI is the world-changing opportunity many believe it is, big tech companies will understandably be involved. While <strong>Microsoft</strong>&#39;s partnership and investment in ChatGPT creator OpenAI look like a genius move now -- don&#39;t underestimate <strong>Alphabet</strong>. Google search is the technology conglomerate&#39;s most prominent business, responsible for just over half its $284 billion in annual revenue.</p><p>Google is the world&#39;s most trafficked website and dominates global search queries with a 93% market share. Following the buzz around Microsoft&#39;s AI-infused Bing search, Alphabet has begun making countermoves. It recently unveiled a host of AI integrations into core products, giving Google Search generative AI capabilities across searches, shopping, and more. It&#39;s also infusing AI with its popular Google Workspace products, such as Gmail, which will write emails based on user requests. Alphabet&#39;s entrenched dominance arguably gives it a home-field advantage in that it can quickly roll out features to its massive user base, versus Microsoft, which must take share away from Alphabet.</p><p>Wall Street analysts have cast a wide net of price targets, ranging from $100 to $190. The $130 median estimate would mean investors stand to see 20% in potential price gains. Right now, some view AI as a potential threat to Google search, which has pushed the stock&#39;s P/E to 20, well below its average P/E of 29 over the past decade.</p><p>But Alphabet&#39;s growth outlook remains solid. Analysts estimate earnings will grow by an average of 14.5% annually over the next three to five years, and the company just announced a massive $70 billion share repurchase program. AI could hurt Alphabet if it disrupts Google, but it&#39;s way too early to make that leap, and Alphabet&#39;s strong fundamentals are attractive at this valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 AI Stocks With 31% and 20% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 AI Stocks With 31% and 20% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-13 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/12/2-ai-stocks-with-31-and-20-upside-according-to-wal/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) has become an overwhelmingly hot topic on Wall Street this year. Companies can't stop talking about AI on earnings calls, and investors are piling into AI stocks, trying ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/12/2-ai-stocks-with-31-and-20-upside-according-to-wal/\">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","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2023/05/12/2-ai-stocks-with-31-and-20-upside-according-to-wal/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334097542","content_text":"Artificial intelligence (AI) has become an overwhelmingly hot topic on Wall Street this year. Companies can't stop talking about AI on earnings calls, and investors are piling into AI stocks, trying to grab a piece of the future.Finding a good deal can be tricky during times like this, but it's not impossible. Arguably, two companies critical to AI's growth over the coming years could still have room to run and are hiding in plain sight. One pick-and-shovel AI stock and an unloved tech giant could level up your portfolio. Here's why.Taiwan Semiconductor: 31% potential upsideTraining and operating AI models is a tremendous undertaking. ChatGPT requires a staggering amount of computing power. Just running the model costs approximately $700,000 each day. AI's long-term growth will almost assuredly create a lot of demand for semiconductor chips, and Taiwan Semiconductor is the world's largest chip manufacturer.The company manufactures over 12,000 chips for more than 500 customers, generating nearly $76 billion in annual revenue. Taiwan Semiconductor accounts for more than half of global foundry (chip manufacturing) revenue and has a reputation for building many of the industry's most advanced chips. Taiwan Semiconductor will probably see a lot of the world's AI-driven chip demand flow through its business.Wall Street analysts have issued price targets for the stock, from as low as $85 to as high as $126. The median estimate, $111.50, implies a 31% price upside. From an earnings standpoint, the stock trades at a price-to-earnings ratio (P/E) of 16, below the broader market, despite analysts calling for an average of 20% annual profit growth moving forward.So why is the stock lagging? It could be that investors are wary of the company's proximity to China during a time of high political tension. Warren Buffett recently admitted that this played a role in his decision to sell Berkshire Hathaway's stake in the business. Additionally, semiconductors are sensitive to the economy, and a potential recession could hit the economy in the next few quarters. These concerns are noteworthy, but it's hard to deny the long-term growth ahead for Taiwan Semiconductor, especially as AI flourishes.Alphabet: 20% potential upsideIf AI is the world-changing opportunity many believe it is, big tech companies will understandably be involved. While Microsoft's partnership and investment in ChatGPT creator OpenAI look like a genius move now -- don't underestimate Alphabet. Google search is the technology conglomerate's most prominent business, responsible for just over half its $284 billion in annual revenue.Google is the world's most trafficked website and dominates global search queries with a 93% market share. Following the buzz around Microsoft's AI-infused Bing search, Alphabet has begun making countermoves. It recently unveiled a host of AI integrations into core products, giving Google Search generative AI capabilities across searches, shopping, and more. It's also infusing AI with its popular Google Workspace products, such as Gmail, which will write emails based on user requests. Alphabet's entrenched dominance arguably gives it a home-field advantage in that it can quickly roll out features to its massive user base, versus Microsoft, which must take share away from Alphabet.Wall Street analysts have cast a wide net of price targets, ranging from $100 to $190. The $130 median estimate would mean investors stand to see 20% in potential price gains. Right now, some view AI as a potential threat to Google search, which has pushed the stock's P/E to 20, well below its average P/E of 29 over the past decade.But Alphabet's growth outlook remains solid. Analysts estimate earnings will grow by an average of 14.5% annually over the next three to five years, and the company just announced a massive $70 billion share repurchase program. AI could hurt Alphabet if it disrupts Google, but it's way too early to make that leap, and Alphabet's strong fundamentals are attractive at this valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941948665,"gmtCreate":1679932071157,"gmtModify":1679932074932,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941948665","repostId":"1110018740","repostType":2,"repost":{"id":"1110018740","pubTimestamp":1679930756,"share":"https://www.laohu8.com/m/news/1110018740?lang=&edition=full","pubTime":"2023-03-27 23:25","market":"us","language":"en","title":"3 Reasons We Absolutely Need Regional Banks","url":"https://stock-news.laohu8.com/highlight/detail?id=1110018740","media":"Motley Fool","summary":"KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S.","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Most people haven&#39;t heard of a lot of regional banks.</li><li>But they are the backbone of the U.S. economy, and originate much of the country&#39;s lending activity.</li><li>Regional banks also help power the economy and innovation behind the scenes as well.</li></ul><p>After the collapse of several banks plunged the banking system, economy, and financial markets into uncertainty, I&#39;ve heard some people wonder whether or not regional banks are more trouble than they&#39;re worth.</p><p>After all, I&#39;m sure plenty of people had never heard of SVB Financial or Signature Bank prior to their impending failures and might be wondering if they are worth keeping around considering what has ensued. Why not just use the banks that are &#34;too big to fail&#34; like JPMorgan Chase?</p><p>While I can understand the frustration, I find this thinking to be severely flawed and misguided. Regional banks and community banks are the backbone of the U.S. economy. Here are three reasons why.</p><h3>1. Regional banks do the bulk of lending</h3><p>In a note from Goldman Sachs, economists pointed out that banks with less than $250 billion in assets originate roughly half of all commercial and industrial loans, which are loans made to businesses and corporations to provide working capital for capital expenditures. These smaller banks also account for 60% of all U.S. mortgages, 80% of all commercial real estate loans, and 45% of all consumer loans.</p><p>Large banks like JPMorgan are absolutely vital to the economy, but regional and community banks know their prospective markets better and can form close customer relationships that, in many cases, allow them to make better underwriting decisions.</p><p>Furthermore, regional banks have the opportunity to carve out niches. Now, obviously, banks need to be careful about getting too heavily concentrated in one area like the way that SVB did, but there are banks that specialize in lending and can provide custom-tailored services for specific industries, whether it&#39;s pharmacies, veterinarians, long-haul truckers, or hospitals. Smaller banks have more incentive to do this in order to differentiate themselves from the larger banks, which I think is a good dynamic to have in banking.</p><h3>2. The big banks can&#39;t get too big too fast</h3><p>Make no mistake, with more than 4,700 banks there will continue to be consolidation in the industry, and I fully expect the big banks to get bigger. But growing too fast can be dangerous, and it&#39;s actually part of the reason that three banks collapsed earlier this year.</p><p>The reality is the big banks, while they do want to get bigger, would ideally like to do it in a more gradual and methodical manner. For one, if they grow deposits too fast they can run up against regulatory capital issues. During the pandemic, deposits at all U.S. commercial banks surged by nearly $5 trillion, ballooning bank balance sheets. This actually put pressure on large bank supplementary leverage capital ratio requirements (minimum 5% SLR), which look at a bank&#39;s tier 1 capital divided by its total on- and off-balance sheet assets.</p><p>Regulators actually granted large banks temporary exclusions on this during the earlier parts of the pandemic, but if banks run up against their regulatory requirements, measures they may have to take include raising capital or actually having to turn away deposits, and therefore business. Holding more cash also tends to hurt a bank&#39;s margins and lead to lower returns.</p><p>The last thing to consider is that despite all of the criticism banks have received, it is really safer for the bulk of lending activity to be done in the banking system. Banks are very highly regulated and have three regulators, including the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and either the U.S. Office of the Comptroller of the Currency (OCC) or a state banking regulator. A lot of banking activity has been pushed into the shadow banking system, where things are much less regulated and much more opaque.</p><h3>3. Regional banks play a critical role in innovation and the economy</h3><p>While it&#39;s true that many people likely have not heard of a lot of regional banks, they are critical players in the economy and in helping drive innovation, although it&#39;s mainly being done behind the scenes.</p><p>For instance, did you know that the super regional bank U.S. Bancorp has been providing the federal government with payment services for more than three decades? Or how The Bancorp, a small $8 billion asset bank, serves as the card issuing bank and payment facilitator for huge fintech firms like Paypal?</p><p>The fact of the matter is that these smaller and regional banks power a lot of the financial services and products offered by some of the most well-known brands in the world. They provide the plumbing and infrastructure that can&#39;t always be seen in plain sight but is absolutely critical to the economy and innovation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons We Absolutely Need Regional Banks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons We Absolutely Need Regional Banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S. economy, and originate much of the country's lending activity.Regional banks also help power the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCNCA":"第一公民银行股份"},"source_url":"https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110018740","content_text":"KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S. economy, and originate much of the country's lending activity.Regional banks also help power the economy and innovation behind the scenes as well.After the collapse of several banks plunged the banking system, economy, and financial markets into uncertainty, I've heard some people wonder whether or not regional banks are more trouble than they're worth.After all, I'm sure plenty of people had never heard of SVB Financial or Signature Bank prior to their impending failures and might be wondering if they are worth keeping around considering what has ensued. Why not just use the banks that are \"too big to fail\" like JPMorgan Chase?While I can understand the frustration, I find this thinking to be severely flawed and misguided. Regional banks and community banks are the backbone of the U.S. economy. Here are three reasons why.1. Regional banks do the bulk of lendingIn a note from Goldman Sachs, economists pointed out that banks with less than $250 billion in assets originate roughly half of all commercial and industrial loans, which are loans made to businesses and corporations to provide working capital for capital expenditures. These smaller banks also account for 60% of all U.S. mortgages, 80% of all commercial real estate loans, and 45% of all consumer loans.Large banks like JPMorgan are absolutely vital to the economy, but regional and community banks know their prospective markets better and can form close customer relationships that, in many cases, allow them to make better underwriting decisions.Furthermore, regional banks have the opportunity to carve out niches. Now, obviously, banks need to be careful about getting too heavily concentrated in one area like the way that SVB did, but there are banks that specialize in lending and can provide custom-tailored services for specific industries, whether it's pharmacies, veterinarians, long-haul truckers, or hospitals. Smaller banks have more incentive to do this in order to differentiate themselves from the larger banks, which I think is a good dynamic to have in banking.2. The big banks can't get too big too fastMake no mistake, with more than 4,700 banks there will continue to be consolidation in the industry, and I fully expect the big banks to get bigger. But growing too fast can be dangerous, and it's actually part of the reason that three banks collapsed earlier this year.The reality is the big banks, while they do want to get bigger, would ideally like to do it in a more gradual and methodical manner. For one, if they grow deposits too fast they can run up against regulatory capital issues. During the pandemic, deposits at all U.S. commercial banks surged by nearly $5 trillion, ballooning bank balance sheets. This actually put pressure on large bank supplementary leverage capital ratio requirements (minimum 5% SLR), which look at a bank's tier 1 capital divided by its total on- and off-balance sheet assets.Regulators actually granted large banks temporary exclusions on this during the earlier parts of the pandemic, but if banks run up against their regulatory requirements, measures they may have to take include raising capital or actually having to turn away deposits, and therefore business. Holding more cash also tends to hurt a bank's margins and lead to lower returns.The last thing to consider is that despite all of the criticism banks have received, it is really safer for the bulk of lending activity to be done in the banking system. Banks are very highly regulated and have three regulators, including the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and either the U.S. Office of the Comptroller of the Currency (OCC) or a state banking regulator. A lot of banking activity has been pushed into the shadow banking system, where things are much less regulated and much more opaque.3. Regional banks play a critical role in innovation and the economyWhile it's true that many people likely have not heard of a lot of regional banks, they are critical players in the economy and in helping drive innovation, although it's mainly being done behind the scenes.For instance, did you know that the super regional bank U.S. Bancorp has been providing the federal government with payment services for more than three decades? Or how The Bancorp, a small $8 billion asset bank, serves as the card issuing bank and payment facilitator for huge fintech firms like Paypal?The fact of the matter is that these smaller and regional banks power a lot of the financial services and products offered by some of the most well-known brands in the world. They provide the plumbing and infrastructure that can't always be seen in plain sight but is absolutely critical to the economy and innovation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946322467,"gmtCreate":1680871258259,"gmtModify":1680871262232,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946322467","repostId":"1191555077","repostType":2,"repost":{"id":"1191555077","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":1680880813,"share":"https://www.laohu8.com/m/news/1191555077?lang=&edition=full","pubTime":"2023-04-07 23:20","market":"us","language":"en","title":"March Jobs Report Shows Hiring Slows, Unemployment Rate Steady at 3.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191555077","media":"Tiger Newspress","summary":"The March jobs report showed the U.S. labor market remains strong, likely keeping the pressure on th","content":"<html><head></head><body><p>The March jobs report showed the U.S. labor market remains strong, likely keeping the pressure on the Federal Reserve to raise interest rates in its efforts to slow inflation.</p><p style=\"text-align: start;\">The U.S. economy added 236,000 jobs last month as the unemployment rate held steady at 3.5%, data from the Bureau of Labor Statistics released Friday showed.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdf600f9e19cf53f255869e4976b563\" title=\"\" tg-width=\"1080\" tg-height=\"1159\"/></p><p style=\"text-align: start;\">Here are the key figures from the report, compared to last month&#39;s revised numbers:</p><ul><li><p>Nonfarm payrolls: +236,000 vs. +326,000</p></li><li><p>Unemployment rate: 3.5% vs. 3.6%</p></li><li><p>Average hourly earnings, month-over-month: +0.3% vs. +0.2%</p></li><li><p>Average hourly earnings, year-over-year: 4.2% vs. +4.6%</p></li></ul><p style=\"text-align: start;\">In February, the economy added 311,000 new jobs while the unemployment rate rose to 3.6% amid an uptick in participation.</p><p style=\"text-align: start;\">February&#39;s jobs report served as a firm-enough signal for the Fed to proceed with a planned interest rate hike. Those figures dropped just hours before Silicon Valley Bank was seized by regulators, however, with Signature Bank also closed by regulators two days later on Sunday, March 10.</p><p style=\"text-align: start;\">Notable impacts from the bank crisis, however, weren&#39;t expected to feature in Friday&#39;s report.</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>March Jobs Report Shows Hiring Slows, Unemployment Rate Steady at 3.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarch Jobs Report Shows Hiring Slows, Unemployment Rate Steady at 3.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-07 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The March jobs report showed the U.S. labor market remains strong, likely keeping the pressure on the Federal Reserve to raise interest rates in its efforts to slow inflation.</p><p style=\"text-align: start;\">The U.S. economy added 236,000 jobs last month as the unemployment rate held steady at 3.5%, data from the Bureau of Labor Statistics released Friday showed.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdf600f9e19cf53f255869e4976b563\" title=\"\" tg-width=\"1080\" tg-height=\"1159\"/></p><p style=\"text-align: start;\">Here are the key figures from the report, compared to last month&#39;s revised numbers:</p><ul><li><p>Nonfarm payrolls: +236,000 vs. +326,000</p></li><li><p>Unemployment rate: 3.5% vs. 3.6%</p></li><li><p>Average hourly earnings, month-over-month: +0.3% vs. +0.2%</p></li><li><p>Average hourly earnings, year-over-year: 4.2% vs. +4.6%</p></li></ul><p style=\"text-align: start;\">In February, the economy added 311,000 new jobs while the unemployment rate rose to 3.6% amid an uptick in participation.</p><p style=\"text-align: start;\">February&#39;s jobs report served as a firm-enough signal for the Fed to proceed with a planned interest rate hike. Those figures dropped just hours before Silicon Valley Bank was seized by regulators, however, with Signature Bank also closed by regulators two days later on Sunday, March 10.</p><p style=\"text-align: start;\">Notable impacts from the bank crisis, however, weren&#39;t expected to feature in Friday&#39;s report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191555077","content_text":"The March jobs report showed the U.S. labor market remains strong, likely keeping the pressure on the Federal Reserve to raise interest rates in its efforts to slow inflation.The U.S. economy added 236,000 jobs last month as the unemployment rate held steady at 3.5%, data from the Bureau of Labor Statistics released Friday showed.Here are the key figures from the report, compared to last month's revised numbers:Nonfarm payrolls: +236,000 vs. +326,000Unemployment rate: 3.5% vs. 3.6%Average hourly earnings, month-over-month: +0.3% vs. +0.2%Average hourly earnings, year-over-year: 4.2% vs. +4.6%In February, the economy added 311,000 new jobs while the unemployment rate rose to 3.6% amid an uptick in participation.February's jobs report served as a firm-enough signal for the Fed to proceed with a planned interest rate hike. Those figures dropped just hours before Silicon Valley Bank was seized by regulators, however, with Signature Bank also closed by regulators two days later on Sunday, March 10.Notable impacts from the bank crisis, however, weren't expected to feature in Friday's report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949338161,"gmtCreate":1678352667654,"gmtModify":1678352671082,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Playing the long game&nbsp;","listText":"Playing the long game&nbsp;","text":"Playing the long game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949338161","repostId":"2317406182","repostType":2,"repost":{"id":"2317406182","pubTimestamp":1678375458,"share":"https://www.laohu8.com/m/news/2317406182?lang=&edition=full","pubTime":"2023-03-09 23:24","market":"us","language":"en","title":"2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2317406182","media":"Motley Fool","summary":"These businesses are at the top of their respective industries, but you wouldn't know it by looking at their stock prices.","content":"<html><head></head><body><p>Whether you&#39;re new to growth stock investing or you&#39;ve been doing it your whole adult life, the past year has been extremely challenging. The <b>Vanguard Growth ETF</b> that peaked in late 2021 is still more than 27% below its all-time high.</p><p>Despite a terrible year for the major stock market indices, investment bank analysts have a lot of good things to say about their favorite growth stocks. They&#39;re so confident about the path forward for these two stocks that the average price target on them suggests big gains could be up ahead.</p><h2>1. Amazon</h2><p>You&#39;re most likely familiar with <b>Amazon</b>&#39;s enormous e-commerce operation, but it&#39;s the businesses most consumers don&#39;t see that grab Wall Street&#39;s attention. Encouraged by its leading position in the market for cloud computing services, Wall Street analysts slapped a consensus price target on the stock that suggests it can rise 40.2% in the near term.</p><p>In 2020 and 2021, Amazon doubled the strength of its fulfillment network to meet pandemic-driven demand that quickly subsided. The stock&#39;s way off from its peak because enormous profits from the early days of the pandemic turned into losses last year.</p><p>I&#39;m confident that a long-running trend favoring online shopping will push Amazon&#39;s e-commerce operation back into profitability. In the meantime, its cloud computing, and digital advertising businesses are more than capable of picking up the slack. Amazon Web Services reported operating income that soared 23% year over year to $22.8 billion in 2022.</p><p>Fourth-quarter sales from Amazon&#39;s digital ad business grew 23% year over year to $11.6 billion. Now, it&#39;s one of the largest members of a digital ad industry already worth more than $760 billion annually.</p><p>Right now, Amazon is trading for just 29.3 times 2021 earnings. That was a great year, but it isn&#39;t a high-water mark I expect to last very long. With leading positions in e-commerce, cloud computing, and digital advertising, this stock has everything it needs to deliver market-beating gains to patient investors.</p><h2>2. InMode</h2><p>If a giant like Amazon doesn&#39;t suit you, consider this up-and-coming provider of medical technology. <b>InMode</b> develops and markets minimally invasive devices for a variety of cosmetic procedures.</p><p>One of InMode&#39;s biggest growth drivers at the moment is BodyTite. With a narrow probe inserted beneath the skin, it performs a service similar to liposuction without the need for any incisions or downtime. The increasing popularity of its devices inspired Wall Street analysts to put a price target on this stock that implies a 37.6% gain.</p><p>In 2021, InMode&#39;s surgery-free devices benefited from pandemic-inspired lockdowns that prevented the performance of more complicated cosmetic procedures. Despite the unwinding of those lockdowns, InMode reported sales that soared 21% year over year during the fourth quarter of 2022.</p><p>InMode doesn&#39;t compete directly with Botox injections, but they are the most popular type of minimally invasive procedure. <b>AbbVie</b> reported cosmetic Botox sales that grew just 2.6% year over year in the fourth quarter of 2022.</p><p>The market for noninvasive aesthetic treatments passed $60 billion in 2022 and is projected to grow by around 15.4% annually through 2030, according to Grand View Research. With a proven ability to grow its share of the enormous market for minimally invasive cosmetic procedures, we can reasonably expect many more years of growth at double-digit annual percentage rates. At recent prices, though, you can buy InMode for just 13.7 times forward-looking earnings expectations.</p><p>At this low multiple, long-term investors can beat the market even if its growth rate inexplicably falls by more than half. With a very strong chance to come out ahead, this is one of the best growth stocks you can buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/08/2-exceptional-growth-stocks-that-could-soar-to-acc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're new to growth stock investing or you've been doing it your whole adult life, the past year has been extremely challenging. The Vanguard Growth ETF that peaked in late 2021 is still more...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/08/2-exceptional-growth-stocks-that-could-soar-to-acc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INMD":"InMode Ltd.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/03/08/2-exceptional-growth-stocks-that-could-soar-to-acc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317406182","content_text":"Whether you're new to growth stock investing or you've been doing it your whole adult life, the past year has been extremely challenging. The Vanguard Growth ETF that peaked in late 2021 is still more than 27% below its all-time high.Despite a terrible year for the major stock market indices, investment bank analysts have a lot of good things to say about their favorite growth stocks. They're so confident about the path forward for these two stocks that the average price target on them suggests big gains could be up ahead.1. AmazonYou're most likely familiar with Amazon's enormous e-commerce operation, but it's the businesses most consumers don't see that grab Wall Street's attention. Encouraged by its leading position in the market for cloud computing services, Wall Street analysts slapped a consensus price target on the stock that suggests it can rise 40.2% in the near term.In 2020 and 2021, Amazon doubled the strength of its fulfillment network to meet pandemic-driven demand that quickly subsided. The stock's way off from its peak because enormous profits from the early days of the pandemic turned into losses last year.I'm confident that a long-running trend favoring online shopping will push Amazon's e-commerce operation back into profitability. In the meantime, its cloud computing, and digital advertising businesses are more than capable of picking up the slack. Amazon Web Services reported operating income that soared 23% year over year to $22.8 billion in 2022.Fourth-quarter sales from Amazon's digital ad business grew 23% year over year to $11.6 billion. Now, it's one of the largest members of a digital ad industry already worth more than $760 billion annually.Right now, Amazon is trading for just 29.3 times 2021 earnings. That was a great year, but it isn't a high-water mark I expect to last very long. With leading positions in e-commerce, cloud computing, and digital advertising, this stock has everything it needs to deliver market-beating gains to patient investors.2. InModeIf a giant like Amazon doesn't suit you, consider this up-and-coming provider of medical technology. InMode develops and markets minimally invasive devices for a variety of cosmetic procedures.One of InMode's biggest growth drivers at the moment is BodyTite. With a narrow probe inserted beneath the skin, it performs a service similar to liposuction without the need for any incisions or downtime. The increasing popularity of its devices inspired Wall Street analysts to put a price target on this stock that implies a 37.6% gain.In 2021, InMode's surgery-free devices benefited from pandemic-inspired lockdowns that prevented the performance of more complicated cosmetic procedures. Despite the unwinding of those lockdowns, InMode reported sales that soared 21% year over year during the fourth quarter of 2022.InMode doesn't compete directly with Botox injections, but they are the most popular type of minimally invasive procedure. AbbVie reported cosmetic Botox sales that grew just 2.6% year over year in the fourth quarter of 2022.The market for noninvasive aesthetic treatments passed $60 billion in 2022 and is projected to grow by around 15.4% annually through 2030, according to Grand View Research. With a proven ability to grow its share of the enormous market for minimally invasive cosmetic procedures, we can reasonably expect many more years of growth at double-digit annual percentage rates. At recent prices, though, you can buy InMode for just 13.7 times forward-looking earnings expectations.At this low multiple, long-term investors can beat the market even if its growth rate inexplicably falls by more than half. With a very strong chance to come out ahead, this is one of the best growth stocks you can buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198135371829392,"gmtCreate":1689407070588,"gmtModify":1689407073940,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198135371829392","repostId":"2351623052","repostType":2,"repost":{"id":"2351623052","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":1689377434,"share":"https://www.laohu8.com/m/news/2351623052?lang=&edition=full","pubTime":"2023-07-15 07:30","market":"us","language":"en","title":"Big-Bank Earnings Show Signs of Soft Landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2351623052","media":"Dow Jones","summary":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Ch","content":"<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</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>Big-Bank Earnings Show Signs of Soft Landing</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\">\nBig-Bank Earnings Show Signs of Soft Landing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-15 07:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","FRCB":"第一共和银行","WFC":"富国银行","C":"花旗"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351623052","content_text":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Chase's profit soared 67% in the second quarter from a year earlier and Wells Fargo's jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup's net interest income was a bright spot, though profit fell 36%. All three banks beat analysts' expectations for profit and revenue.The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don't expect to see a major shift in borrowing or deposits.Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday's results made it easy to forget there was a banking crisis this year.The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan's purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks' deposit costs.Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.\"I don't know whether it's going to be a soft landing, a mild recession or a hard recession,\" JPMorgan Chief Executive Jamie Dimon told reporters.Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren't as large as what they took when anticipating steep economic declines.Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won't materialize.The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.\"The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,\" Wells Fargo CEO Charlie Scharf said on a call with analysts.JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.\"Overall, I'd say we are seeing a more cautious consumer, but not necessarily a recessionary one,\" Citi CEO Jane Fraser said.But the going is getting tougher even for the big banks.All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.\"We're still very early in the cycle. This is going to play out over an extended period,\" said Mike Santomassimo, Wells Fargo's chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.Banks also are becoming more selective about the loans they make. \"The economy has slowed, and we've taken some credit tightening actions,\" Scharf said on the analyst call.Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.\"People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,\" said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988263823,"gmtCreate":1666760058362,"gmtModify":1676537802300,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"It's gonna hurt apple short term","listText":"It's gonna hurt apple short term","text":"It's gonna hurt apple short term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988263823","repostId":"1112617869","repostType":2,"repost":{"id":"1112617869","pubTimestamp":1666756392,"share":"https://www.laohu8.com/m/news/1112617869?lang=&edition=full","pubTime":"2022-10-26 11:53","market":"us","language":"en","title":"7 Dow Stocks to Sell Before They Tumble","url":"https://stock-news.laohu8.com/highlight/detail?id=1112617869","media":"InvestorPlace","summary":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL): AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much mor","content":"<html><head></head><body><ul><li>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.</li><li><b>Apple</b>(<b><u>AAPL</u></b>):  AAPL is likely to be undermined by weak demand for iPhones.</li><li><b>Travelers</b>(<b><u>TRV</u></b>): Climate change is making TRV much more risky than it used to be.</li><li><b>Chevron</b>(<b><u>CVX</u></b>): The appeal of CVX and its peers has been lowered by governments’ actions.</li><li><b>3M</b>(<b><u>MMM</u></b>): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.</li><li><b>Home Depot</b>(<b><u>HD</u></b>): The housing downturn is likely to significantly hurt HD.</li><li><b>Disney</b>(<b><u>DIS</u></b>): DIS continues to be undermined by cord cutting.</li><li><b>Procter &amp; Gamble</b>(<b><u>PG</u></b>): The valuation of PG stock is unattractive.</li><li><b>Nike</b>(<b><u>NKE</u></b>): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.</li></ul><p>As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.</p><p>That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.</p><p>That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.</p><p>Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.</p><p>With all of that in mind, here are seven good Dow stocks to sell.</p><p><b>Apple (AAPL)</b></p><p>There’s now clear evidence that <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”</p><p>Also expressing caution about Apple on<i>CNBC</i>was investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.</p><p>Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.</p><p><b>Travelers Companies (TRV)</b></p><p><b>Travelers Companies’</b>(NYSE:<b><u>TRV</u></b>) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” <i>The Wall Street Journal’s Leslie Scism</i> reported.</p><p>Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.</p><p><b>Chevron (CVX)</b></p><p>Many haven’t realized it yet, but the world recently changed for <b>Chevron</b>(NYSE:<b><u>CVX</u></b>) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.</p><p>In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.</p><p>Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.</p><p><b>3M (MMM)</b></p><p><b>3M</b>(NYSE:<b><u>MMM</u></b>) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.</p><p>3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.</p><p>Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, <b>Bank of America</b>(NYSE:<b><u>BAC</u></b>) recently reiterated its “underperform” rating on the shares.</p><p>On Aug. 29, <b>Morgan Stanley</b> (NYSE:<b><u>MS</u></b>) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.</p><p>The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.</p><p><b>Home Depot (HD)</b></p><p>The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for <b>Home Depot</b>(NYSE:<b><u>HD</u></b>). It’s another one of the top Dow stocks to sell.</p><p>In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.</p><p>“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.</p><p>Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm <b>Evercore</b> recently lowered its rating on Home Depot’s competitor, <b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>) to in-line from outperform.</p><p>“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.</p><p><b>Disney (DIS)</b></p><p>I’ve been bearish on <b>Disney</b>(NYSE:<b><u>DIS</u></b>) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.</p><p>Ominously for Disney, <b>Wells Fargo</b>(NYSE:<b><u>WFC</u></b>)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.</p><p>If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.</p><p>On Oct. 10, <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.</p><p><b>Nike (NKE)</b></p><p><b>Nike</b>(NYSE:<b><u>NKE</u></b>) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.</p><p>And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.</p><p>Expressing caution on NKE stock on Oct. 11, <b>Bank of</b> <b>America</b> (NYSE:<b><u>BAC</u></b>)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Dow Stocks to Sell Before They Tumble</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\">\n7 Dow Stocks to Sell Before They Tumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much ...</p>\n\n<a href=\"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M","PG":"宝洁","AAPL":"苹果","CVX":"雪佛龙","HD":"家得宝","TRV":"旅行者财产险集团","DIS":"迪士尼","NKE":"耐克"},"source_url":"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112617869","content_text":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much more risky than it used to be.Chevron(CVX): The appeal of CVX and its peers has been lowered by governments’ actions.3M(MMM): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.Home Depot(HD): The housing downturn is likely to significantly hurt HD.Disney(DIS): DIS continues to be undermined by cord cutting.Procter & Gamble(PG): The valuation of PG stock is unattractive.Nike(NKE): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.With all of that in mind, here are seven good Dow stocks to sell.Apple (AAPL)There’s now clear evidence that Apple(NASDAQ:AAPL) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”Also expressing caution about Apple onCNBCwas investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.Travelers Companies (TRV)Travelers Companies’(NYSE:TRV) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” The Wall Street Journal’s Leslie Scism reported.Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.Chevron (CVX)Many haven’t realized it yet, but the world recently changed for Chevron(NYSE:CVX) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.3M (MMM)3M(NYSE:MMM) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, Bank of America(NYSE:BAC) recently reiterated its “underperform” rating on the shares.On Aug. 29, Morgan Stanley (NYSE:MS) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.Home Depot (HD)The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for Home Depot(NYSE:HD). It’s another one of the top Dow stocks to sell.In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm Evercore recently lowered its rating on Home Depot’s competitor, Lowe’s(NYSE:LOW) to in-line from outperform.“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.Disney (DIS)I’ve been bearish on Disney(NYSE:DIS) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.Ominously for Disney, Wells Fargo(NYSE:WFC)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.Procter & Gamble (PG)Procter & Gamble(NYSE:PG) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.On Oct. 10, Goldman Sachs(NYSE:GS) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.Nike (NKE)Nike(NYSE:NKE) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.Expressing caution on NKE stock on Oct. 11, Bank of America (NYSE:BAC)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0},"content":"2 more days to see how deep is the damage. for now, I reckon it need a solid quarter to bring confident back","text":"2 more days to see how deep is the damage. for now, I reckon it need a solid quarter to bring confident back","html":"2 more days to see how deep is the damage. for now, I reckon it need a solid quarter to bring confident back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198484323721264,"gmtCreate":1689492485095,"gmtModify":1689492488986,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198484323721264","repostId":"2351261972","repostType":2,"repost":{"id":"2351261972","pubTimestamp":1689487615,"share":"https://www.laohu8.com/m/news/2351261972?lang=&edition=full","pubTime":"2023-07-16 14:06","market":"us","language":"en","title":"3 EV Stocks to Sell in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2351261972","media":"InvestorPlace","summary":"For investors looking to sell EV stocks in July, these three companies should top their list thanks to their risky, unsustainable businesses.","content":"<html><head></head><body><ul><li><p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.</p></li><li><p><strong>Lucid (<u>LCID</u>): </strong>The company is already down more than 50% this year and could fall further if demand doesn’t pick up.</p></li><li><p><strong>Nio (<u>NIO</u>): </strong>This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.</p></li><li><p><strong>Rivian (<u>RIVN</u>): </strong>This firm has become a cash-burning machine that is worth abandoning as soon as possible. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22e88555c9a0379914eac5df01bc4783\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Marco Allasio / Shutterstock.com</p><p>No one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.</p><p>We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.</p><p>Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. </p><p>However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.</p><p>Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. </p><h2 id=\"id_559979343\">Lucid (NASDAQ:LCID)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31132b82f46dcfb38b51b5e8c6f8a8c1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: T. Schneider / Shutterstock</p><p>For investors who want to sell EV stocks in July, <strong>Lucid <u>(NASDAQ:LCID)</u></strong> probably ranks toward the top of the list.</p><p>Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.</p><p>Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.</p><p>In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. </p><h2 id=\"id_667283884\">Nio (NYSE:NIO)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f1d28cbadc487e2171c6bfc6575ffde\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: J1TTO / Shutterstock.com</p><p>EV maker <strong>Nio</strong> (<strong><u>NYSE:NIO</u></strong>) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly <strong>put of a damper on its growth</strong>.</p><p>China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.</p><p>Nio has seen its production growth start to falter and <strong>deliveries have been relatively flat</strong> for about a year. This disappointed  investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.</p><p>While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could <strong>eventually be delisted.</strong> This would only add another significant layer of risk.</p><h2 id=\"id_3221693324\">Rivian (NASDAQ:RIVN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83927f5ed085b0a9c4b09090a988f5f2\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Frank Briend / Shutterstock.com</p><p>For those looking to sell EV stocks in July, <strong>Rivian (<u>NASDAQ:RIVN</u>)</strong> should be somewhere near the top of the list.</p><p>Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. </p><p>Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.</p><p>Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn. </p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 EV Stocks to Sell in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 EV Stocks to Sell in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-16 14:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/\">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","QID":"纳指两倍做空ETF","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","NIO":"蔚来","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","BK4555":"新能源车","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4509":"腾讯概念","SQQQ":"纳指三倍做空ETF","NIO.SI":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","LCID":"Lucid Group Inc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","BK4504":"桥水持仓","PSQ":"纳指反向ETF","BK4099":"汽车制造商","09866":"蔚来-SW","RIVN":"Rivian Automotive, Inc.","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商"},"source_url":"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351261972","content_text":"The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall further if demand doesn’t pick up.Nio (NIO): This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.Rivian (RIVN): This firm has become a cash-burning machine that is worth abandoning as soon as possible. Source: Marco Allasio / Shutterstock.comNo one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. Lucid (NASDAQ:LCID)Source: T. Schneider / ShutterstockFor investors who want to sell EV stocks in July, Lucid (NASDAQ:LCID) probably ranks toward the top of the list.Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. Nio (NYSE:NIO)Source: J1TTO / Shutterstock.comEV maker Nio (NYSE:NIO) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly put of a damper on its growth.China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.Nio has seen its production growth start to falter and deliveries have been relatively flat for about a year. This disappointed  investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could eventually be delisted. This would only add another significant layer of risk.Rivian (NASDAQ:RIVN)Source: Frank Briend / Shutterstock.comFor those looking to sell EV stocks in July, Rivian (NASDAQ:RIVN) should be somewhere near the top of the list.Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970364214,"gmtCreate":1683966853038,"gmtModify":1683966857661,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Naise","listText":"Naise","text":"Naise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970364214","repostId":"2334097542","repostType":2,"repost":{"id":"2334097542","pubTimestamp":1683943585,"share":"https://www.laohu8.com/m/news/2334097542?lang=&edition=full","pubTime":"2023-05-13 10:06","market":"us","language":"en","title":"2 AI Stocks With 31% and 20% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2334097542","media":"Motley Fool","summary":"There are still some deals to be had amid the AI craze.","content":"<html><head></head><body><p>Artificial intelligence (AI) has become an overwhelmingly hot topic on Wall Street this year. Companies can&#39;t stop talking about AI on earnings calls, and investors are piling into AI stocks, trying to grab a piece of the future.</p><p>Finding a good deal can be tricky during times like this, but it&#39;s not impossible. Arguably, two companies critical to AI&#39;s growth over the coming years could still have room to run and are hiding in plain sight. One pick-and-shovel AI stock and an unloved tech giant could level up your portfolio. Here&#39;s why.</p><h2>Taiwan Semiconductor: 31% potential upside</h2><p>Training and operating AI models is a tremendous undertaking. ChatGPT requires a staggering amount of computing power. Just running the model costs approximately $700,000 each day. AI&#39;s long-term growth will almost assuredly create a lot of demand for semiconductor chips, and <strong>Taiwan Semiconductor</strong> is the world&#39;s largest chip manufacturer.</p><p>The company manufactures over 12,000 chips for more than 500 customers, generating nearly $76 billion in annual revenue. Taiwan Semiconductor accounts for more than half of global foundry (chip manufacturing) revenue and has a reputation for building many of the industry&#39;s most advanced chips. Taiwan Semiconductor will probably see a lot of the world&#39;s AI-driven chip demand flow through its business.</p><p>Wall Street analysts have issued price targets for the stock, from as low as $85 to as high as $126. The median estimate, $111.50, implies a 31% price upside. From an earnings standpoint, the stock trades at a price-to-earnings ratio (P/E) of 16, below the broader market, despite analysts calling for an average of 20% annual profit growth moving forward.</p><p>So why is the stock lagging? It could be that investors are wary of the company&#39;s proximity to China during a time of high political tension. Warren Buffett recently admitted that this played a role in his decision to sell <strong>Berkshire Hathaway</strong>&#39;s stake in the business. Additionally, semiconductors are sensitive to the economy, and a potential recession could hit the economy in the next few quarters. These concerns are noteworthy, but it&#39;s hard to deny the long-term growth ahead for Taiwan Semiconductor, especially as AI flourishes.</p><h2>Alphabet: 20% potential upside</h2><p>If AI is the world-changing opportunity many believe it is, big tech companies will understandably be involved. While <strong>Microsoft</strong>&#39;s partnership and investment in ChatGPT creator OpenAI look like a genius move now -- don&#39;t underestimate <strong>Alphabet</strong>. Google search is the technology conglomerate&#39;s most prominent business, responsible for just over half its $284 billion in annual revenue.</p><p>Google is the world&#39;s most trafficked website and dominates global search queries with a 93% market share. Following the buzz around Microsoft&#39;s AI-infused Bing search, Alphabet has begun making countermoves. It recently unveiled a host of AI integrations into core products, giving Google Search generative AI capabilities across searches, shopping, and more. It&#39;s also infusing AI with its popular Google Workspace products, such as Gmail, which will write emails based on user requests. Alphabet&#39;s entrenched dominance arguably gives it a home-field advantage in that it can quickly roll out features to its massive user base, versus Microsoft, which must take share away from Alphabet.</p><p>Wall Street analysts have cast a wide net of price targets, ranging from $100 to $190. The $130 median estimate would mean investors stand to see 20% in potential price gains. Right now, some view AI as a potential threat to Google search, which has pushed the stock&#39;s P/E to 20, well below its average P/E of 29 over the past decade.</p><p>But Alphabet&#39;s growth outlook remains solid. Analysts estimate earnings will grow by an average of 14.5% annually over the next three to five years, and the company just announced a massive $70 billion share repurchase program. AI could hurt Alphabet if it disrupts Google, but it&#39;s way too early to make that leap, and Alphabet&#39;s strong fundamentals are attractive at this valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 AI Stocks With 31% and 20% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 AI Stocks With 31% and 20% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-13 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/12/2-ai-stocks-with-31-and-20-upside-according-to-wal/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) has become an overwhelmingly hot topic on Wall Street this year. Companies can't stop talking about AI on earnings calls, and investors are piling into AI stocks, trying ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/12/2-ai-stocks-with-31-and-20-upside-according-to-wal/\">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","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2023/05/12/2-ai-stocks-with-31-and-20-upside-according-to-wal/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334097542","content_text":"Artificial intelligence (AI) has become an overwhelmingly hot topic on Wall Street this year. Companies can't stop talking about AI on earnings calls, and investors are piling into AI stocks, trying to grab a piece of the future.Finding a good deal can be tricky during times like this, but it's not impossible. Arguably, two companies critical to AI's growth over the coming years could still have room to run and are hiding in plain sight. One pick-and-shovel AI stock and an unloved tech giant could level up your portfolio. Here's why.Taiwan Semiconductor: 31% potential upsideTraining and operating AI models is a tremendous undertaking. ChatGPT requires a staggering amount of computing power. Just running the model costs approximately $700,000 each day. AI's long-term growth will almost assuredly create a lot of demand for semiconductor chips, and Taiwan Semiconductor is the world's largest chip manufacturer.The company manufactures over 12,000 chips for more than 500 customers, generating nearly $76 billion in annual revenue. Taiwan Semiconductor accounts for more than half of global foundry (chip manufacturing) revenue and has a reputation for building many of the industry's most advanced chips. Taiwan Semiconductor will probably see a lot of the world's AI-driven chip demand flow through its business.Wall Street analysts have issued price targets for the stock, from as low as $85 to as high as $126. The median estimate, $111.50, implies a 31% price upside. From an earnings standpoint, the stock trades at a price-to-earnings ratio (P/E) of 16, below the broader market, despite analysts calling for an average of 20% annual profit growth moving forward.So why is the stock lagging? It could be that investors are wary of the company's proximity to China during a time of high political tension. Warren Buffett recently admitted that this played a role in his decision to sell Berkshire Hathaway's stake in the business. Additionally, semiconductors are sensitive to the economy, and a potential recession could hit the economy in the next few quarters. These concerns are noteworthy, but it's hard to deny the long-term growth ahead for Taiwan Semiconductor, especially as AI flourishes.Alphabet: 20% potential upsideIf AI is the world-changing opportunity many believe it is, big tech companies will understandably be involved. While Microsoft's partnership and investment in ChatGPT creator OpenAI look like a genius move now -- don't underestimate Alphabet. Google search is the technology conglomerate's most prominent business, responsible for just over half its $284 billion in annual revenue.Google is the world's most trafficked website and dominates global search queries with a 93% market share. Following the buzz around Microsoft's AI-infused Bing search, Alphabet has begun making countermoves. It recently unveiled a host of AI integrations into core products, giving Google Search generative AI capabilities across searches, shopping, and more. It's also infusing AI with its popular Google Workspace products, such as Gmail, which will write emails based on user requests. Alphabet's entrenched dominance arguably gives it a home-field advantage in that it can quickly roll out features to its massive user base, versus Microsoft, which must take share away from Alphabet.Wall Street analysts have cast a wide net of price targets, ranging from $100 to $190. The $130 median estimate would mean investors stand to see 20% in potential price gains. Right now, some view AI as a potential threat to Google search, which has pushed the stock's P/E to 20, well below its average P/E of 29 over the past decade.But Alphabet's growth outlook remains solid. Analysts estimate earnings will grow by an average of 14.5% annually over the next three to five years, and the company just announced a massive $70 billion share repurchase program. AI could hurt Alphabet if it disrupts Google, but it's way too early to make that leap, and Alphabet's strong fundamentals are attractive at this valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941690971,"gmtCreate":1680177918694,"gmtModify":1680177922905,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hehe yes pls&nbsp;","listText":"Hehe yes pls&nbsp;","text":"Hehe yes pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941690971","repostId":"2323760998","repostType":2,"repost":{"id":"2323760998","pubTimestamp":1680191381,"share":"https://www.laohu8.com/m/news/2323760998?lang=&edition=full","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"The 3 Best Stocks to Buy if We Enter a New Bull Market Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2323760998","media":"InvestorPlace","summary":"With multiple U.S. indices putting in a series of higher highs, many investors are thinking about th","content":"<html><head></head><body><ul><li><p>With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a bull market.</p></li><li><p><a href=\"https://laohu8.com/S/DIS\">Disney </a>: Its streaming portfolio, parks and other segments should recover nicely and help power it higher in the next bull market.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a>: The company will benefit from a “risk-on” environment and when the consumer is strong again.</p></li><li><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>: Stock has hardly recovered from its painful fall, yet still has a good business. The stock needs a better environment.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfabd4a8fcc86056eb11d543c1e8d6d1\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Zeedign.com / Shutterstock</p><p>The <strong>Nasdaq</strong> is trying to break out to new monthly highs, while multiple U.S. indices are putting in a series of higher highs. It’s got investors thinking about the end of the bear market. Ultimately, it’s got investors looking at the best stocks for a bull market.</p><p>To some extent, investing is often about preparation. It’s helpful to devise multiple scenarios so we know how to react. In that event, we can be ready for multiple outcomes depending on how things pan out.</p><p>Case in point, we don’t know if the current bear market is ending now or when it will ultimately do so. Sure, the stock market has performed pretty darn well in the first quarter of 2023, but there are a lot of mixed signals in the market right now. And admittedly, a recession seems to be barreling toward us.</p><p>I am writing this article on the premise that these stocks are not necessarily ones to buy right here, right now. Rather, I’m looking for names that I want to buy on pullbacks or upon the realization that we are truly entering a new bull market. I understand that different investors have different definitions of when that turn will be official.</p><p>That said, I want to be prepared for when we enter a new bull market, because we <em>will</em> at some point. Let’s look at the best stocks for a bull market.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bca731cb168e1ea163fe9648c5aea426\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Disney</strong> sure seems to be trading like there’s a recession on the horizon. For long-term buyers stalking Disney stock for a position, this is good news. A 12% pullback from current levels would send Disney down to new 52-week lows. A trip down to about $80 (a decline of about 16.5%) would send shares back down to the 2020 Covid-19 low.</p><p>It’s possible that we see those prices or worse in the coming weeks or months. But let me tell you something: Once the economy bottoms and begins to rebound, and once the bull market is underway, Disney is going to be a name you’ll want to own for quite some time.</p><p>Not only does it have powerful travel, studio and experiences businesses, but it has grown its digital streaming business into a real powerhouse. Combined, it’s not crazy to assume that Disney will eventually regain its all-time high near $200.</p><p>Just for some perspective, from current levels, Disney stock would gain more than 100% if and when it takes out that high, which I believe it will do in the next bull market.</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562dad9d372838735dd5f12923c2e9e1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Zigres / Shutterstock.com</p><p><strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock has been trading much better so far this year. Within the first week of 2023, Tesla stock bottomed and it then more than doubled off the low. If we enter a deep recession, both in the U.S. and/or globally, that’s going to weigh on Tesla’s business.</p><p>After all, the company is an automaker and as consumer spending power comes under pressure so too will Tesla’s revenue. That said, once the economy fires back up, Tesla will be there to absorb that increase in consumer spending.</p><p>Not to mention, the company continues to generate very impressive top- and bottom-line growth at the moment, while also generating its own energy revenue.</p><p>I don’t know if Tesla stock will make new lows again or not. The selling pressure going into late-2022 was pretty intense and it has me thinking that, unless we go into a painful tailspin in the stock market and a deeper recession, we may not see the $100 level tested again.</p><p>That said, I do believe Tesla shares will make new highs.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>The action in <strong>PayPal</strong> (NASDAQ:<strong>PYPL</strong>) is quite disappointing for bulls. Not only was the stock caught up in a massive selloff, suffering a peak-to-trough decline of 78.6%, but it’s not partaking in the tech-stock rally of 2023!</p><p>Shares are up just 10% from the 52-week low while many names in tech are up several multiples of that. Tesla more than doubled. So did <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>). While PayPal is in a different industry than these names, investors would have liked to see a stronger rebound.</p><p>However, the company has staying power. It’s now forecast to grow revenue and earnings this year and next year, while trading at a reasonable valuation. It now trades at roughly 15 times this year’s earnings forecast. That’s cheap.</p><p>When the market does eventually return to a bull market, I think money will flow back into PayPal. Even if PayPal only regained half of its losses, it would mark a 150% rally from current levels.</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>The 3 Best Stocks to Buy if We Enter a New Bull Market Soon</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\">\nThe 3 Best Stocks to Buy if We Enter a New Bull Market Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a ...</p>\n\n<a href=\"https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/\">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","DIS":"迪士尼","PYPL":"PayPal"},"source_url":"https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323760998","content_text":"With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a bull market.Disney : Its streaming portfolio, parks and other segments should recover nicely and help power it higher in the next bull market.Tesla : The company will benefit from a “risk-on” environment and when the consumer is strong again.PayPal: Stock has hardly recovered from its painful fall, yet still has a good business. The stock needs a better environment.Source: Zeedign.com / ShutterstockThe Nasdaq is trying to break out to new monthly highs, while multiple U.S. indices are putting in a series of higher highs. It’s got investors thinking about the end of the bear market. Ultimately, it’s got investors looking at the best stocks for a bull market.To some extent, investing is often about preparation. It’s helpful to devise multiple scenarios so we know how to react. In that event, we can be ready for multiple outcomes depending on how things pan out.Case in point, we don’t know if the current bear market is ending now or when it will ultimately do so. Sure, the stock market has performed pretty darn well in the first quarter of 2023, but there are a lot of mixed signals in the market right now. And admittedly, a recession seems to be barreling toward us.I am writing this article on the premise that these stocks are not necessarily ones to buy right here, right now. Rather, I’m looking for names that I want to buy on pullbacks or upon the realization that we are truly entering a new bull market. I understand that different investors have different definitions of when that turn will be official.That said, I want to be prepared for when we enter a new bull market, because we will at some point. Let’s look at the best stocks for a bull market.Walt Disney Source: ShutterstockDisney sure seems to be trading like there’s a recession on the horizon. For long-term buyers stalking Disney stock for a position, this is good news. A 12% pullback from current levels would send Disney down to new 52-week lows. A trip down to about $80 (a decline of about 16.5%) would send shares back down to the 2020 Covid-19 low.It’s possible that we see those prices or worse in the coming weeks or months. But let me tell you something: Once the economy bottoms and begins to rebound, and once the bull market is underway, Disney is going to be a name you’ll want to own for quite some time.Not only does it have powerful travel, studio and experiences businesses, but it has grown its digital streaming business into a real powerhouse. Combined, it’s not crazy to assume that Disney will eventually regain its all-time high near $200.Just for some perspective, from current levels, Disney stock would gain more than 100% if and when it takes out that high, which I believe it will do in the next bull market.Tesla Source: Zigres / Shutterstock.comTesla (NASDAQ:TSLA) stock has been trading much better so far this year. Within the first week of 2023, Tesla stock bottomed and it then more than doubled off the low. If we enter a deep recession, both in the U.S. and/or globally, that’s going to weigh on Tesla’s business.After all, the company is an automaker and as consumer spending power comes under pressure so too will Tesla’s revenue. That said, once the economy fires back up, Tesla will be there to absorb that increase in consumer spending.Not to mention, the company continues to generate very impressive top- and bottom-line growth at the moment, while also generating its own energy revenue.I don’t know if Tesla stock will make new lows again or not. The selling pressure going into late-2022 was pretty intense and it has me thinking that, unless we go into a painful tailspin in the stock market and a deeper recession, we may not see the $100 level tested again.That said, I do believe Tesla shares will make new highs.PayPal Source: Michael Vi / Shutterstock.comThe action in PayPal (NASDAQ:PYPL) is quite disappointing for bulls. Not only was the stock caught up in a massive selloff, suffering a peak-to-trough decline of 78.6%, but it’s not partaking in the tech-stock rally of 2023!Shares are up just 10% from the 52-week low while many names in tech are up several multiples of that. Tesla more than doubled. So did Nvidia (NASDAQ:NVDA). While PayPal is in a different industry than these names, investors would have liked to see a stronger rebound.However, the company has staying power. It’s now forecast to grow revenue and earnings this year and next year, while trading at a reasonable valuation. It now trades at roughly 15 times this year’s earnings forecast. That’s cheap.When the market does eventually return to a bull market, I think money will flow back into PayPal. Even if PayPal only regained half of its losses, it would mark a 150% rally from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989266606,"gmtCreate":1666018500105,"gmtModify":1676537693179,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Long term wise then for sure&nbsp;","listText":"Long term wise then for sure&nbsp;","text":"Long term wise then for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989266606","repostId":"2276507182","repostType":2,"repost":{"id":"2276507182","pubTimestamp":1666010393,"share":"https://www.laohu8.com/m/news/2276507182?lang=&edition=full","pubTime":"2022-10-17 20:39","market":"us","language":"en","title":"Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2276507182","media":"Motley Fool","summary":"If this company's big bet pays off, it could generate explosive gains over the long term.","content":"<html><head></head><body><p>It&#39;s been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.</p><p>All of the FAANG stocks have dropped significantly so far in 2022. But don&#39;t write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here&#39;s the FAANG stock that Wall Street thinks will soar the most over the next 12 months.</p><h2>Eliminating the contenders</h2><p>The five FAANG stocks are:</p><ul><li>Facebook, which is now <b>Meta Platforms</b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b> </li><li><b>Alphabet</b></li></ul><p>We can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.</p><p>Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix&#39;s share price down more than 60% year to date, that sentiment apparently isn&#39;t shared uniformly across the analyst community.</p><p>Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That&#39;s only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.</p><p>Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.</p><h2>Crowning the (potential) champion</h2><p>The process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.</p><p>What do analysts like about this stock? A couple of things especially stand out.</p><p>First, Meta is currently the most beaten-down of the group this year (although it&#39;s running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.</p><p>Second, Meta&#39;s valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta&#39;s price-to-earnings-to-growth (PEG) ratio is around 1.5. That&#39;s second only to Alphabet&#39;s PEG ratio of 1.2.</p><h2>Is Wall Street right?</h2><p>We&#39;ll have to wait a while to find out whether or not Wall Street&#39;s optimism about Meta is warranted. The company certainly faces significant challenges.</p><p>Apple&#39;s privacy update for iOS continues to negatively affect Meta&#39;s advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.</p><p>However, some analysts see better days ahead. <b>Oppenheimer</b>&#39;s Jason Helfstein recently pointed out that Apple&#39;s forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.</p><p>Another analyst, Ronald Josey with <b>Citigroup</b>, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company&#39;s Q2 conference call that user engagement with Reels continues to increase sharply.</p><p>The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There&#39;s some reason for skepticism right now, especially considering that Meta&#39;s own employees don&#39;t seem all that excited about the metaverse.</p><p>But Meta just picked up a major vote of confidence in its metaverse vision from <b>Microsoft</b>. The software giant plans to integrate its workplace apps with Meta&#39;s Quest devices.</p><p>It&#39;s going to take more than 12 months to find out whether Meta&#39;s huge bet on the metaverse was a mistake or a brilliant move. If it&#39;s the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.</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>Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 20:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4514":"搜索引擎","LU0528227936.USD":"富达环球人口趋势基金A-ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4576":"AR","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","GOOGL":"谷歌A","BK4525":"远程办公概念","AMZN":"亚马逊","BK4535":"淡马锡持仓","NFLX":"奈飞","AAPL":"苹果","BK4577":"网络游戏","BK4579":"人工智能","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4550":"红杉资本持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1046421795.USD":"富达环球科技A-ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4505":"高瓴资本持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H"},"source_url":"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276507182","content_text":"It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks have dropped significantly so far in 2022. But don't write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here's the FAANG stock that Wall Street thinks will soar the most over the next 12 months.Eliminating the contendersThe five FAANG stocks are:Facebook, which is now Meta PlatformsAmazonAppleNetflix AlphabetWe can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix's share price down more than 60% year to date, that sentiment apparently isn't shared uniformly across the analyst community.Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That's only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.Crowning the (potential) championThe process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.What do analysts like about this stock? A couple of things especially stand out.First, Meta is currently the most beaten-down of the group this year (although it's running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.Second, Meta's valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta's price-to-earnings-to-growth (PEG) ratio is around 1.5. That's second only to Alphabet's PEG ratio of 1.2.Is Wall Street right?We'll have to wait a while to find out whether or not Wall Street's optimism about Meta is warranted. The company certainly faces significant challenges.Apple's privacy update for iOS continues to negatively affect Meta's advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.However, some analysts see better days ahead. Oppenheimer's Jason Helfstein recently pointed out that Apple's forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.Another analyst, Ronald Josey with Citigroup, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company's Q2 conference call that user engagement with Reels continues to increase sharply.The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There's some reason for skepticism right now, especially considering that Meta's own employees don't seem all that excited about the metaverse.But Meta just picked up a major vote of confidence in its metaverse vision from Microsoft. The software giant plans to integrate its workplace apps with Meta's Quest devices.It's going to take more than 12 months to find out whether Meta's huge bet on the metaverse was a mistake or a brilliant move. If it's the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941948188,"gmtCreate":1679932003645,"gmtModify":1679932007426,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941948188","repostId":"2322165446","repostType":2,"repost":{"id":"2322165446","pubTimestamp":1679930155,"share":"https://www.laohu8.com/m/news/2322165446?lang=&edition=full","pubTime":"2023-03-27 23:15","market":"us","language":"en","title":"Microsoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses","url":"https://stock-news.laohu8.com/highlight/detail?id=2322165446","media":"The Wall Street Journal","summary":"Tech giants are touting new artificial intelligence tools that they say will revolutionize work, lea","content":"<html><head></head><body><p>Tech giants are touting new artificial intelligence tools that they say will revolutionize work, learning and creativity. They also have something else in mind: rejuvenating sales in their cloud-computing businesses.</p><p>The three largest cloud companies -- <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp.</a> and Alphabet Inc.&#39;s Google -- have put the potential of new, so-called generative AI at the center of their sales pitches to try to capitalize on the explosion in interest in applications like the viral chatbot ChatGPT.</p><p>That chatbot was unveiled in November by OpenAI, a startup in which Microsoft has invested billions of dollars and has wowed users with its ability to perform functions like drafting memos and producing computer code at near-human levels of sophistication.</p><p>Microsoft Chief Executive Satya Nadella has made presentations at sales meetings in the company&#39;s Redmond, Wash., headquarters and New York office on how companies can increase efficiency using AI through its Azure cloud, said people familiar with the matter.</p><p>Google said this month that it would sell access to one of its largest AI programs, the Pathways Language Model, to software developers using the company&#39;s cloud services. Its customers will be able to use it to create things like customized chatbots or tools for summarizing webpages.</p><p>Both Microsoft and Google have also said they are injecting the chatbot technology into their office productivity software programs like Microsoft Word and Google Docs.</p><p>The generative-AI push is happening as companies are dealing with sharply slowing growth in the cloud-computing businesses that have been major growth drivers -- and, for Amazon and Microsoft, profit centers. Analysts are expecting growth in combined cloud revenue for the big three companies to be up 18% this year. That is down by almost half from the growth they had last year.</p><p>Amazon Web Services, the largest cloud provider, reported sales growth of 20% last quarter, its lowest on record. Amazon.com said earlier this month that it would be laying off 9,000 workers across the company and highlighted its cloud computing division as a target of the cuts.</p><p>Microsoft, which ranks second behind AWS, has been warning investors its cloud business is slowing. Mr. Nadella has cited customers limiting their spending on cloud computing to save money.</p><p>The cloud providers are pairing free-service promotions with aggressive pitches from sales teams to target current and prospective customers who are starting to use generative AI. While tech companies have long centered their pitches on the latest trends in technology, there is optimism generative AI can usher in a new era of cloud growth.</p><p>Google said its AI software offering -- previously only available in-house -- will initially be available for select customers through its cloud and others can join a wait list.</p><p>&#34;AI is going to be a big market opportunity,&#34; Thomas Kurian, CEO of Google Cloud Platform, said. &#34;We are in the very early stages of it.&#34;</p><p>Judson Althoff, the chief commercial officer at Microsoft, said that he views AI as an accelerant for customers to migrate more of their systems to the cloud.</p><p>&#34;You&#39;re seeing a ton of energy from the Microsoft sales force because this leap forward in generative AI is real,&#34; Mr. Althoff said.</p><p>KPMG LLP has been slashing the growth of its spending on cloud computing in recent quarters. But as it started working with Microsoft&#39;s Azure OpenAI program, which lets companies incorporate OpenAI&#39;s technology into their own products, it realized it would be increasing its spending on AI services, said Brad Brown, the chief innovation officer at the accounting firm.</p><p>&#34;AI is the much-needed tailwind many cloud companies have been waiting for. It will drive consumption,&#34; he said.</p><p>Smaller AI startups are potentially big new customers for cloud providers because they need large amounts of computing power to develop and run their apps. About 10% to 20% of the revenue brought in by generative-AI apps goes to cloud companies, mostly to the largest three providers, according to estimates from the venture-capital firm Andreessen Horowitz.</p><p>The providers are trying to entice startups by giving them a free initial taste of their services. Google has more than doubled the amount of free credits it gives to new AI startup customers, now covering up to $250,000 in spending for their first year.</p><p>Amazon plans to offer some AI startups up to $300,000 of free computing resources for signing up to its cloud as part of a new program for generative-AI startups, said people familiar with the matter.</p><p>Some cloud giants -- like Microsoft with OpenAI -- are investing in AI startups to build out their AI computing infrastructure and market themselves to customers as AI-first businesses.</p><p>Anthropic, a rival of OpenAI that also released a new AI model earlier this month, received a more than $300 million investment from Google this year and agreed to make the company&#39;s cloud unit its preferred infrastructure provider. The research company has also signed a multiyear agreement to spend about $900 million on Google cloud services, said people familiar with the matter.</p><p>Amazon provides access to AI models created by startups such as Stability AI but has stopped short of making similar investments. The company has emphasized to customers that it gives them a range of choices in AI models, said Swami Sivasubramanian, a vice president at AWS.</p><p>&#34;Generative AI doesn&#39;t exist without the cloud,&#34; he said.</p><p>Some companies are skeptical of the pitch. Instead of relying exclusively on outside providers, the AI startup Generally Intelligent has begun purchasing its own graphics chips to power its research. The company has also developed an internal tool that can distribute work to the cheapest cloud service at any time, said Josh Albrecht, its chief technology officer.</p><p>&#34;There are all sorts of alternatives that are not having to go with a major cloud,&#34; he said.</p><p>Still, early signs indicate the AI boom is helping the cloud business. Oracle Corp., the fourth-largest U.S. cloud provider, said an influx of interest from customers using more AI tools contributed to a strong performance last quarter.</p><p>&#34;There&#39;s actually more demand for AI processing than there is available capacity,&#34; Oracle Chairman Larry Ellison said during an earnings call this month. &#34;We are expanding as fast as we can.&#34;</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/microsoft-google-amazon-look-to-generative-ai-to-lift-cloud-businesses-7159a43f?mod=business_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech giants are touting new artificial intelligence tools that they say will revolutionize work, learning and creativity. They also have something else in mind: rejuvenating sales in their cloud-...</p>\n\n<a href=\"https://www.wsj.com/articles/microsoft-google-amazon-look-to-generative-ai-to-lift-cloud-businesses-7159a43f?mod=business_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","MSFT":"微软","GOOG":"谷歌"},"source_url":"https://www.wsj.com/articles/microsoft-google-amazon-look-to-generative-ai-to-lift-cloud-businesses-7159a43f?mod=business_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322165446","content_text":"Tech giants are touting new artificial intelligence tools that they say will revolutionize work, learning and creativity. They also have something else in mind: rejuvenating sales in their cloud-computing businesses.The three largest cloud companies -- Amazon.com Inc., Microsoft Corp. and Alphabet Inc.'s Google -- have put the potential of new, so-called generative AI at the center of their sales pitches to try to capitalize on the explosion in interest in applications like the viral chatbot ChatGPT.That chatbot was unveiled in November by OpenAI, a startup in which Microsoft has invested billions of dollars and has wowed users with its ability to perform functions like drafting memos and producing computer code at near-human levels of sophistication.Microsoft Chief Executive Satya Nadella has made presentations at sales meetings in the company's Redmond, Wash., headquarters and New York office on how companies can increase efficiency using AI through its Azure cloud, said people familiar with the matter.Google said this month that it would sell access to one of its largest AI programs, the Pathways Language Model, to software developers using the company's cloud services. Its customers will be able to use it to create things like customized chatbots or tools for summarizing webpages.Both Microsoft and Google have also said they are injecting the chatbot technology into their office productivity software programs like Microsoft Word and Google Docs.The generative-AI push is happening as companies are dealing with sharply slowing growth in the cloud-computing businesses that have been major growth drivers -- and, for Amazon and Microsoft, profit centers. Analysts are expecting growth in combined cloud revenue for the big three companies to be up 18% this year. That is down by almost half from the growth they had last year.Amazon Web Services, the largest cloud provider, reported sales growth of 20% last quarter, its lowest on record. Amazon.com said earlier this month that it would be laying off 9,000 workers across the company and highlighted its cloud computing division as a target of the cuts.Microsoft, which ranks second behind AWS, has been warning investors its cloud business is slowing. Mr. Nadella has cited customers limiting their spending on cloud computing to save money.The cloud providers are pairing free-service promotions with aggressive pitches from sales teams to target current and prospective customers who are starting to use generative AI. While tech companies have long centered their pitches on the latest trends in technology, there is optimism generative AI can usher in a new era of cloud growth.Google said its AI software offering -- previously only available in-house -- will initially be available for select customers through its cloud and others can join a wait list.\"AI is going to be a big market opportunity,\" Thomas Kurian, CEO of Google Cloud Platform, said. \"We are in the very early stages of it.\"Judson Althoff, the chief commercial officer at Microsoft, said that he views AI as an accelerant for customers to migrate more of their systems to the cloud.\"You're seeing a ton of energy from the Microsoft sales force because this leap forward in generative AI is real,\" Mr. Althoff said.KPMG LLP has been slashing the growth of its spending on cloud computing in recent quarters. But as it started working with Microsoft's Azure OpenAI program, which lets companies incorporate OpenAI's technology into their own products, it realized it would be increasing its spending on AI services, said Brad Brown, the chief innovation officer at the accounting firm.\"AI is the much-needed tailwind many cloud companies have been waiting for. It will drive consumption,\" he said.Smaller AI startups are potentially big new customers for cloud providers because they need large amounts of computing power to develop and run their apps. About 10% to 20% of the revenue brought in by generative-AI apps goes to cloud companies, mostly to the largest three providers, according to estimates from the venture-capital firm Andreessen Horowitz.The providers are trying to entice startups by giving them a free initial taste of their services. Google has more than doubled the amount of free credits it gives to new AI startup customers, now covering up to $250,000 in spending for their first year.Amazon plans to offer some AI startups up to $300,000 of free computing resources for signing up to its cloud as part of a new program for generative-AI startups, said people familiar with the matter.Some cloud giants -- like Microsoft with OpenAI -- are investing in AI startups to build out their AI computing infrastructure and market themselves to customers as AI-first businesses.Anthropic, a rival of OpenAI that also released a new AI model earlier this month, received a more than $300 million investment from Google this year and agreed to make the company's cloud unit its preferred infrastructure provider. The research company has also signed a multiyear agreement to spend about $900 million on Google cloud services, said people familiar with the matter.Amazon provides access to AI models created by startups such as Stability AI but has stopped short of making similar investments. The company has emphasized to customers that it gives them a range of choices in AI models, said Swami Sivasubramanian, a vice president at AWS.\"Generative AI doesn't exist without the cloud,\" he said.Some companies are skeptical of the pitch. Instead of relying exclusively on outside providers, the AI startup Generally Intelligent has begun purchasing its own graphics chips to power its research. The company has also developed an internal tool that can distribute work to the cheapest cloud service at any time, said Josh Albrecht, its chief technology officer.\"There are all sorts of alternatives that are not having to go with a major cloud,\" he said.Still, early signs indicate the AI boom is helping the cloud business. Oracle Corp., the fourth-largest U.S. cloud provider, said an influx of interest from customers using more AI tools contributed to a strong performance last quarter.\"There's actually more demand for AI processing than there is available capacity,\" Oracle Chairman Larry Ellison said during an earnings call this month. \"We are expanding as fast as we can.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954787995,"gmtCreate":1676641809417,"gmtModify":1676641814009,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Okie","listText":"Okie","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954787995","repostId":"2312236174","repostType":2,"repost":{"id":"2312236174","pubTimestamp":1676640074,"share":"https://www.laohu8.com/m/news/2312236174?lang=&edition=full","pubTime":"2023-02-17 21:21","market":"us","language":"en","title":"The 7 Best ChatGPT Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2312236174","media":"InvestorPlace","summary":"Look beyond the hype and at the best ChatGPT stocksAdvanced Micro Devices (AMD): The MI300 chip refr","content":"<html><head></head><body><ul><li>Look beyond the hype and at the best ChatGPT stocks</li><li><b>Advanced Micro Devices</b> (<b>AMD</b>): The MI300 chip refresh and the Ryzen AI are growth drivers for AMD.</li><li><b>Alphabet</b> (<b>GOOG</b>): ChatGPT will push the company to advance Bard AI.</li><li><b>Amazon.com </b>(<b>AMZN</b>): Machine learning and AI are already increasing Amazon’s warehousing efficiencies.</li><li><b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> (<b>META</b>): Investors will look again at Meta’s diplomacy AI.</li><li><b>Microsoft</b> (<b>MSFT</b>): Investments in ChatGPT will pay off as Bing and Edge get AI updates.</li><li><b>NVIDIA</b> (<b>NVDA</b>): The powerful H100 Tensor Core GPU powers AI implementations.</li><li><b>Salesforce</b> (<b>CRM</b>): EinsteinGPT is Salesforce’s version of ChatGPT for the customer relationship management market.</li></ul><p><img src=\"https://static.tigerbbs.com/b3da386f5b11041013e7d890ecdb0815\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: AdityaB. Photography/ShutterStock.com</p><p>Stock markets are obsessed with finding the best ChatGPT stocks. The mere mention of artificial intelligence in a press release sent many speculative stocks up in the double-digit percentage. <b>C3.ai</b> (NYSE:<b>AI</b>) and <b>BuzzFeed</b> (NASDAQ:<b>BZFD</b>) are two such firms soaring when they mentioned implementing ChatGPT.</p><p>Investors need to carefully pick out the hyped ChatGPT stocks from the real deal. Companies that spent years, if not at least a decade, developing AI are the stocks that investors should buy now.</p><p>Those firms will carve out a niche in the AI sector. They are ready to pivot from today’s basic internet search engine toward OpenAI’s ChatGPT. Fortunately, the technology sector has the computing power and infrastructure to support the demands of AI. In addition, people are curious enough about it to try out the novel AI technology.</p><p>Investors should avoid companies that announced a vague implementation of ChatGPT. When the company does not have a long history with AI, chances are low that the technology will help. Investors will earn a sizable return when they scrutinize the value of ChatGPT in a company’s business model.</p><table border=\"1\"><tbody><tr><td><b>AMD</b></td><td><b>Advanced Micro Devices</b></td><td>$84.81</td></tr><tr><td><b>GOOG</b></td><td><b>Alphabet</b></td><td>$97.06</td></tr><tr><td><b>AMZN</b></td><td><b>Amazon.com</b></td><td>$100.92</td></tr><tr><td><b>META</b></td><td><b>Meta Platforms</b></td><td>$177.25</td></tr><tr><td><b>MSFT</b></td><td><b>Microsoft</b></td><td>$268.62</td></tr><tr><td><b>NVDA</b></td><td><b>NVIDIA</b></td><td>$227.23</td></tr><tr><td><b>CRM</b></td><td><b>Salesforce</b></td><td>$171.08</td></tr></tbody></table><h2>Advanced Micro Devices (<b>AMD</b>)</h2><p><img src=\"https://static.tigerbbs.com/fa98d765513d288e0e94ecdd19dcdd79\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: JHVEPhoto / Shutterstock.com</p><p><b>Advanced Micro Devices</b> (NASDAQ:<b>AMD</b>) showcased MI300, the industry’s first data center chip that combines the computer processor, graphics processor, and memory in an integrated design.</p><p>This chip will give eight times more performance at five times better efficiency on high-performance PCs and AI workloads.</p><p>In the notebook market, AMD launched Ryzen 7040 CPU, which is the first processor to feature Ryzen AI. The x86 processor has a dedicated on-chip AI inference engine.</p><p>In practice, the AI engine will accelerate tasks. For example, the AI will have live video processing such as portrait blur and auto framing. Splitting tasks between AI and GPU will enhance the product’s performance.</p><p>AMD expects AI adoption will accelerate over the next few years. Investors who want exposure to the AI sector should consider a starter position in AMD stock.</p><h2>Alphabet (<b>GOOG</b>)</h2><p><img src=\"https://static.tigerbbs.com/87841ff3149950a66b95fc5d08b6f0b9\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Koshiro K / Shutterstock.com</p><p><b>Alphabet</b> (NASDAQ:<b>GOOG</b>) fell sharply in the last week. First, Clay Bavor, the vice president of Google’s Lab, announced that he will leave the company. Markets do not like it when a leader of the research unit resigns.</p><p>Second, investors were not impressed with Google’s next step in its AI journey. The company introduced Bard, an AI service powered by LaMDA (Language Model for Dialogue Applications). The LaMDA platform has incredible potential. Last year, a Google researcher claimed LaMDA was sentient. Google ended up firing the engineer.</p><p>Bard will draw on information from the web quickly, giving users high-quality responses. Investors should spend time trying the lightweight version of Bard AI. The better shareholders appreciate its use of deep learning algorithms, the more value they will recognize in the Bard AI chatbot.</p><p>GOOG stock is not directly one of the ChatGPT stocks but as the latter develops, it will push Google to advance the Bard AI.</p><h2>Amazon.com (<b>AMZN</b>)</h2><p><img src=\"https://static.tigerbbs.com/5d8c777beef9fcbe72151403c6646024\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Tada Images / Shutterstock.com</p><p><b>Amazon.com</b> (NASDAQ:<b>AMZN</b>) offers machine learning services with Amazon Textract.</p><p>This automatically extracts text from the scanned document. It does more than just optical character recognition because it can identify and understand forms and tables.</p><p>Textract has many uses in several industries. In the financial services sector, customers may extract business data. In healthcare and life sciences, the tool can extract patient data from health forms or insurance claims. In the public sector, Textract easily extracts data from government-related forms.</p><p>Amazon knows how to apply AI in practice. It used machine learning on its cloud service, AWS, to reduce downtime by 70% in its fulfillment centers. Amazon Monitron detects abnormal conditions to enable predictive maintenance.</p><p>Earlier this month, AMZN stock fell after the company posted mediocre fourth-quarter results. Investors need to bet on margins expanding in its retail segment first.</p><p>Amazon is currently cutting down its cost structure. E-commerce demand rose substantially during the pandemic. Today, consumers are spending less.</p><h2>Meta Platforms (<b>META</b>)</h2><p><img src=\"https://static.tigerbbs.com/33ac32d6a5d8b6eefe4078aea11b0cf5\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Aleem Zahid Khan / Shutterstock.com</p><p><b>Meta Platforms</b> (NASDAQ:<b>META</b>) is known for its heavy investments in the metaverse. Cicero is Meta’s implementation of AI.</p><p>As the market’s euphoria for ChatGPT stock continues, investors should not overlook Meta’s AI. Cicero won an online diplomacy tournament last year. The game required coordinating plans with other players.</p><p>Cicero uses a 2.7 billion parameter language model. Its moves assess what other players are likely to do. Through those predictions, Cicero will outputs intent.</p><p>Growth investors will realize that Cicero complements ChatGPT stock investing. AI is a broad term in the tech sector. Companies that spent their time to pre-train their language model will have viable AI offerings that earn revenue.</p><p>On the conference call, CEO Mark Zuckerberg said that generative AI will empower creators. They will work more productively as the AI generates images and videos, or interacts on chat. Since Meta is in the early phases of generative AI, investors should set a multi-year holding period for META stock.</p><h2>Microsoft (<b>MSFT</b>)</h2><p><img src=\"https://static.tigerbbs.com/4566045426924bdca2d486625f8ed5f8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Peteri / Shutterstock.com</p><p><b>Microsoft</b> (NASDAQ:<b>MSFT</b>) is among the must-buy ChatGPT stocks. It first invested in OpenAI in 2019 and again in 2021.</p><p>Earlier in Jan. 2023, it invested another $10 billion. CEO Satya Nadella wanted the company to own the responsibility of advanced cutting-edge AI research. Its mission is to democratize AI as a new technology platform.</p><p>On Feb. 7, Microsoft surprised the industry with a special press event at its Redmond headquarters. It announced the launch of the AI-powered Bing search engine and Edge browser.</p><p>Curious readers may preview the offering now on Bing. CEO Nadella said that AI copilot and chat will power the two products. The company said that people send 10 billion search queries a day. With an estimated half of them going unanswered, AI-powered Bing looks promising.</p><p>Microsoft may create a source of advertising revenue for Bing. The search engine failed since its inception to take any of Google’s ad-supported search revenue.</p><h2>NVIDIA (<b>NVDA</b>)</h2><p><img src=\"https://static.tigerbbs.com/c8b3a4f3996a86f67f7cf542edeb4fca\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p><b>NVIDIA</b> (NASDAQ:<b>NVDA</b>) graphics cards are literal gold with ChatGPT since AI requires intense processing power.</p><p>Nvidia’s H100 Tensor Core GPU, which is based on the Hopper architecture, accelerates exascale workloads. It has a dedicated engine that can solve trillion-parameter language models. Nvidia said the new GPU is 30 times faster than the previous generation.</p><p>The company is the top choice for hardware that powers AI solutions. A UBS analyst estimated that ChatGPT used 10,000 Nvidia GPUs to train the model. System outages suggested that the AI ran out of capacity. Investors should expect that the AI will need more Nvidia chips as ChatGPT scales.</p><p>At a price-to-earnings ratio of around 90 times, markets anticipate that ChatGPT is in the early phases of a major shift in computing intelligence. As AI advances, it will need more parameters, more computing and more storage. As a result, Nvidia’s H100 GPU sales will rise in 2023 and beyond.</p><h2>Salesforce (<b>CRM</b>)</h2><p><img src=\"https://static.tigerbbs.com/748549e97b0be68bc9b4babab4e4a3fb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Sundry Photography / Shutterstock.com</p><p><b>Salesforce</b> (NYSE:<b>CRM</b>) announced EinsteinGPT.</p><p>It analyzes customer relationship management data and scores it with Einstein Lead Scoring. The AI prioritizes the leads that are most likely to convert to a sale and close.</p><p>AI is a natural progression for Salesforce. Its core software product manages customers. EinsteinGPT will analyze the customer’s sentiment, assess competitor involvement, and then output its insights. Corporations that are looking for ways to cut costs and increase efficiency will consider this AI.</p><p>Salesforce is also developing generative AI technology. ProGen is an AI model that is designed to create synthetic proteins. The company trained the system with hundreds of millions of protein sequences. This makes the company one of the ChatGPT stocks that investors should buy now.</p><p>In its test results, Salesforce found that 73% of the artificial proteins that ProGen generated were functional. This will empower scientists to have better success in designing proteins to eventually treat diseases.</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>The 7 Best ChatGPT Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nThe 7 Best ChatGPT Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-17 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/the-7-best-chatgpt-stocks-to-buy-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Look beyond the hype and at the best ChatGPT stocksAdvanced Micro Devices (AMD): The MI300 chip refresh and the Ryzen AI are growth drivers for AMD.Alphabet (GOOG): ChatGPT will push the company to ...</p>\n\n<a href=\"https://investorplace.com/2023/02/the-7-best-chatgpt-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","META":"Meta Platforms","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","SG9999001077.SGD":"United International Growth Fund SGD","BK4554":"元宇宙及AR概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","AMZN":"亚马逊","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4587":"ChatGPT概念","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4524":"宅经济概念","BZFD":"Buzzfeed","BK4543":"AI","BK4077":"互动媒体与服务","MSFT":"微软","BK4141":"半导体产品","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QLD":"纳指两倍做多ETF","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","BK4122":"互联网与直销零售","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4529":"IDC概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GFS":"GLOBALFOUNDRIES Inc.","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","AMD":"美国超微公司","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://investorplace.com/2023/02/the-7-best-chatgpt-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312236174","content_text":"Look beyond the hype and at the best ChatGPT stocksAdvanced Micro Devices (AMD): The MI300 chip refresh and the Ryzen AI are growth drivers for AMD.Alphabet (GOOG): ChatGPT will push the company to advance Bard AI.Amazon.com (AMZN): Machine learning and AI are already increasing Amazon’s warehousing efficiencies.Meta Platforms (META): Investors will look again at Meta’s diplomacy AI.Microsoft (MSFT): Investments in ChatGPT will pay off as Bing and Edge get AI updates.NVIDIA (NVDA): The powerful H100 Tensor Core GPU powers AI implementations.Salesforce (CRM): EinsteinGPT is Salesforce’s version of ChatGPT for the customer relationship management market.Source: AdityaB. Photography/ShutterStock.comStock markets are obsessed with finding the best ChatGPT stocks. The mere mention of artificial intelligence in a press release sent many speculative stocks up in the double-digit percentage. C3.ai (NYSE:AI) and BuzzFeed (NASDAQ:BZFD) are two such firms soaring when they mentioned implementing ChatGPT.Investors need to carefully pick out the hyped ChatGPT stocks from the real deal. Companies that spent years, if not at least a decade, developing AI are the stocks that investors should buy now.Those firms will carve out a niche in the AI sector. They are ready to pivot from today’s basic internet search engine toward OpenAI’s ChatGPT. Fortunately, the technology sector has the computing power and infrastructure to support the demands of AI. In addition, people are curious enough about it to try out the novel AI technology.Investors should avoid companies that announced a vague implementation of ChatGPT. When the company does not have a long history with AI, chances are low that the technology will help. Investors will earn a sizable return when they scrutinize the value of ChatGPT in a company’s business model.AMDAdvanced Micro Devices$84.81GOOGAlphabet$97.06AMZNAmazon.com$100.92METAMeta Platforms$177.25MSFTMicrosoft$268.62NVDANVIDIA$227.23CRMSalesforce$171.08Advanced Micro Devices (AMD)Source: JHVEPhoto / Shutterstock.comAdvanced Micro Devices (NASDAQ:AMD) showcased MI300, the industry’s first data center chip that combines the computer processor, graphics processor, and memory in an integrated design.This chip will give eight times more performance at five times better efficiency on high-performance PCs and AI workloads.In the notebook market, AMD launched Ryzen 7040 CPU, which is the first processor to feature Ryzen AI. The x86 processor has a dedicated on-chip AI inference engine.In practice, the AI engine will accelerate tasks. For example, the AI will have live video processing such as portrait blur and auto framing. Splitting tasks between AI and GPU will enhance the product’s performance.AMD expects AI adoption will accelerate over the next few years. Investors who want exposure to the AI sector should consider a starter position in AMD stock.Alphabet (GOOG)Source: Koshiro K / Shutterstock.comAlphabet (NASDAQ:GOOG) fell sharply in the last week. First, Clay Bavor, the vice president of Google’s Lab, announced that he will leave the company. Markets do not like it when a leader of the research unit resigns.Second, investors were not impressed with Google’s next step in its AI journey. The company introduced Bard, an AI service powered by LaMDA (Language Model for Dialogue Applications). The LaMDA platform has incredible potential. Last year, a Google researcher claimed LaMDA was sentient. Google ended up firing the engineer.Bard will draw on information from the web quickly, giving users high-quality responses. Investors should spend time trying the lightweight version of Bard AI. The better shareholders appreciate its use of deep learning algorithms, the more value they will recognize in the Bard AI chatbot.GOOG stock is not directly one of the ChatGPT stocks but as the latter develops, it will push Google to advance the Bard AI.Amazon.com (AMZN)Source: Tada Images / Shutterstock.comAmazon.com (NASDAQ:AMZN) offers machine learning services with Amazon Textract.This automatically extracts text from the scanned document. It does more than just optical character recognition because it can identify and understand forms and tables.Textract has many uses in several industries. In the financial services sector, customers may extract business data. In healthcare and life sciences, the tool can extract patient data from health forms or insurance claims. In the public sector, Textract easily extracts data from government-related forms.Amazon knows how to apply AI in practice. It used machine learning on its cloud service, AWS, to reduce downtime by 70% in its fulfillment centers. Amazon Monitron detects abnormal conditions to enable predictive maintenance.Earlier this month, AMZN stock fell after the company posted mediocre fourth-quarter results. Investors need to bet on margins expanding in its retail segment first.Amazon is currently cutting down its cost structure. E-commerce demand rose substantially during the pandemic. Today, consumers are spending less.Meta Platforms (META)Source: Aleem Zahid Khan / Shutterstock.comMeta Platforms (NASDAQ:META) is known for its heavy investments in the metaverse. Cicero is Meta’s implementation of AI.As the market’s euphoria for ChatGPT stock continues, investors should not overlook Meta’s AI. Cicero won an online diplomacy tournament last year. The game required coordinating plans with other players.Cicero uses a 2.7 billion parameter language model. Its moves assess what other players are likely to do. Through those predictions, Cicero will outputs intent.Growth investors will realize that Cicero complements ChatGPT stock investing. AI is a broad term in the tech sector. Companies that spent their time to pre-train their language model will have viable AI offerings that earn revenue.On the conference call, CEO Mark Zuckerberg said that generative AI will empower creators. They will work more productively as the AI generates images and videos, or interacts on chat. Since Meta is in the early phases of generative AI, investors should set a multi-year holding period for META stock.Microsoft (MSFT)Source: Peteri / Shutterstock.comMicrosoft (NASDAQ:MSFT) is among the must-buy ChatGPT stocks. It first invested in OpenAI in 2019 and again in 2021.Earlier in Jan. 2023, it invested another $10 billion. CEO Satya Nadella wanted the company to own the responsibility of advanced cutting-edge AI research. Its mission is to democratize AI as a new technology platform.On Feb. 7, Microsoft surprised the industry with a special press event at its Redmond headquarters. It announced the launch of the AI-powered Bing search engine and Edge browser.Curious readers may preview the offering now on Bing. CEO Nadella said that AI copilot and chat will power the two products. The company said that people send 10 billion search queries a day. With an estimated half of them going unanswered, AI-powered Bing looks promising.Microsoft may create a source of advertising revenue for Bing. The search engine failed since its inception to take any of Google’s ad-supported search revenue.NVIDIA (NVDA)Source: Michael Vi / Shutterstock.comNVIDIA (NASDAQ:NVDA) graphics cards are literal gold with ChatGPT since AI requires intense processing power.Nvidia’s H100 Tensor Core GPU, which is based on the Hopper architecture, accelerates exascale workloads. It has a dedicated engine that can solve trillion-parameter language models. Nvidia said the new GPU is 30 times faster than the previous generation.The company is the top choice for hardware that powers AI solutions. A UBS analyst estimated that ChatGPT used 10,000 Nvidia GPUs to train the model. System outages suggested that the AI ran out of capacity. Investors should expect that the AI will need more Nvidia chips as ChatGPT scales.At a price-to-earnings ratio of around 90 times, markets anticipate that ChatGPT is in the early phases of a major shift in computing intelligence. As AI advances, it will need more parameters, more computing and more storage. As a result, Nvidia’s H100 GPU sales will rise in 2023 and beyond.Salesforce (CRM)Source: Sundry Photography / Shutterstock.comSalesforce (NYSE:CRM) announced EinsteinGPT.It analyzes customer relationship management data and scores it with Einstein Lead Scoring. The AI prioritizes the leads that are most likely to convert to a sale and close.AI is a natural progression for Salesforce. Its core software product manages customers. EinsteinGPT will analyze the customer’s sentiment, assess competitor involvement, and then output its insights. Corporations that are looking for ways to cut costs and increase efficiency will consider this AI.Salesforce is also developing generative AI technology. ProGen is an AI model that is designed to create synthetic proteins. The company trained the system with hundreds of millions of protein sequences. This makes the company one of the ChatGPT stocks that investors should buy now.In its test results, Salesforce found that 73% of the artificial proteins that ProGen generated were functional. This will empower scientists to have better success in designing proteins to eventually treat diseases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956035334,"gmtCreate":1673842626829,"gmtModify":1676538893222,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Huat la","listText":"Huat la","text":"Huat la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956035334","repostId":"2303465653","repostType":2,"repost":{"id":"2303465653","pubTimestamp":1673841396,"share":"https://www.laohu8.com/m/news/2303465653?lang=&edition=full","pubTime":"2023-01-16 11:56","market":"us","language":"en","title":"3 Bear Market Tech Stocks Most Likely to Make a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2303465653","media":"Motley Fool","summary":"Meta, Amazon, and DocuSign stock are begging to be bought now, before they rocket higher.","content":"<html><head></head><body><p>Last year was a stinker for the stock market, and tech stocks were some of the worst performers. Numerous stocks within the sector finished 2022 down more than 50%.</p><p>However, investors need to remember that it&#39;s rare for the U.S. stock market to decline in back-to-back years. What&#39;s more, almost everyone expects a rebound to happen sooner or later -- it&#39;s just a matter of when.</p><p>So when that inevitable rally does occur, which tech sector names will lead the way higher? Three Motley Fool contributors have singled out <b>DocuSign</b>, <b>Amazon</b>, and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> as prime candidates for comebacks.</p><h2><b>A pandemic darling poised to bounce back after a challenging 2022</b></h2><p><b>Jake Lerch (DocuSign):</b> DocuSign really took it on the chin in 2022. Its shares lost 64% of their value last year as the company faced numerous challenges.</p><p>As the Federal Reserve hiked interest rates, growth stocks lost much of their appeal, and DocuSign plummeted. A run of disappointing quarterly results led to the ouster of CEO Dan Springer in June. Since then, the company&#39;s share price has stabilized, but it remains 81% below its all-time high. So, why should investors think DocuSign can get its mojo back?</p><p>Well, for starters, the company&#39;s product is everywhere. Millions of people became quite familiar with DocuSign during the pandemic as in-person activities were reduced to a bare minimum. However, even now that social distancing is largely over, DocuSign remains a go-to solution for signing paperwork.</p><p>As a personal example, I&#39;ve signed mortgage, auto, and insurance paperwork in the last two months -- each time using DocuSign. But you don&#39;t have to take my anecdotal word for it. Just look at the company&#39;s financials.</p><p>Its trailing 12-month revenue is $2.4 billion, up a respectable 18% year over year. True, the company is no longer growing at the astronomical 50%-plus rate it experienced in the heart of the pandemic -- but those growth rates were never going to be sustainable in the long run.</p><p>And while those sky-high growth rates are now in the past, so too are the company&#39;s inflated valuation metrics. DocuSign&#39;s forward price-to-earnings multiple is now a reasonable 30, down from the frothy 150 multiple it was trading at in the summer of 2021.</p><p><img src=\"https://static.tigerbbs.com/f418db2e58b9b2a9d46540e5b1799532\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Meanwhile, its price-to-sales ratio is a reasonable 4.8, roughly on par with <b>Alphabet</b> (4.1) or <b>Apple</b> (5.4). Contrast that to 2020 when DocuSign was trading at a price-to-sales ratio north of 30.</p><p>What&#39;s more, the company&#39;s future looks bright. While analysts are trimming their earnings estimates for many tech companies, they are raising them for DocuSign. Wall Street now expects it to earn $1.92 per share in its fiscal 2023, up from a consensus forecast of $1.65 per share a month ago. And if its earnings can stage a comeback, I think DocuSign&#39;s stock price can too.</p><h2>AWS will likely drive the recovery for Amazon</h2><p><b>Will Healy</b> <b>(Amazon): </b>Amazon has lost approximately half of its value since peaking in 2021, a drop that understandably makes many shareholders uneasy.</p><p>Yet this is far from the worst drop the tech company has ever suffered. In 1999, after peaking at a split-adjusted $5.65 per share, it began a steep decline thanks to the dot-com bust, reaching a low of $0.28 per share. That amounted to a 95% drop in less than two years.</p><p>And even though it did not surpass that $5.65 per share peak until 2009, Amazon would ultimately prove itself to be a comeback stock and become one of the most valuable companies in the world. It reached a high above $188 per share in 2021 before falling to about $95 per share at the time of this writing.</p><p>Secondly, Amazon Web Services (AWS), its cloud computing arm, has prospered even amid the bear market and stock declines.</p><p>It&#39;s true that e-commerce remains the source of much of its revenue and keeps Amazon at the forefront of the public&#39;s consciousness. However, e-commerce has recently become its loss leader amid negative operating margins. And even when Amazon&#39;s marketplace was prospering during the most intense phases of the pandemic, the e-commerce segments only posted single-digit percentage operating margins. In contrast, AWS has achieved an operating margin of 30% over the last 12 months.</p><p>Moreover, AWS netted about $17.6 billion in operating income in the first nine months of 2022, 33% more than in the same period in 2021. Overall, Amazon&#39;s operating income was $9.5 billion in the first three quarters of 2022 -- so AWS&#39;s operating income carried the company.</p><p><img src=\"https://static.tigerbbs.com/4b0a9dce996b46e43ad06286e72a0e97\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Synergy Research Group.</p><p>Grand View Research forecasts that the cloud will become a $1.55 trillion industry by 2030, implying a compound annual growth rate of 16%. Since AWS holds a market-leading 34% share of the cloud infrastructure market, that expected growth makes Amazon stock a buy, with or without e-commerce.</p><h2>The worst could be over for this social media giant</h2><p><b>Justin Pope (Meta Platforms):</b> Meta Platforms had a year to forget in 2022. Hindered by the user-privacy improvements Apple made to iOS as well as many businesses&#39; shrinking advertising budgets, the social media giant&#39;s stock lost a huge chunk of its value. Though it has recovered from the low point it touched last year, the stock remains roughly 65% below its high.</p><p>Well, Meta&#39;s major apps -- Facebook, Instagram, and WhatsApp -- are still attracting eyeballs. The apps had a combined 2.93 billion daily active users as of the end of the third quarter, and roughly 3.71 billion people use them monthly. The more people you can put advertising in front of, the more money you can make. And Meta&#39;s user base isn&#39;t declining despite its staggering market penetration. In the third quarter, its user counts grew 4% over the prior year.</p><p>Also, Meta&#39;s advertising problems aren&#39;t unique to it. They are commonly shared among companies that sell ad space, as many brands are tightening their belts in fear of a recession. After all, there isn&#39;t much point in marketing your product if people aren&#39;t spending money in the first place. For example, Alphabet&#39;s YouTube recently logged its first revenue decline since the company began breaking out its numbers. In the advertising space, the tide of spending has gone out, and that has left everyone marooned. When that condition eventually reverses, Meta&#39;s business should pick up.</p><p>Lastly, the stock is an absolute bargain. It sports a free-cash-flow yield of 7.3%, and remember that Meta is spending heavily on its Reality Labs metaverse unit, which reduces free cash flow. Despite this, Meta&#39;s stock is still offering investors considerable cash profits for their money.</p><p><img src=\"https://static.tigerbbs.com/a3a6dd7f41ddf3f389f78539c159c5c3\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>There is a lot of negativity around Meta Platforms, but the core business of advertising to an enormous user base remains intact. Even if the company&#39;s metaverse efforts ultimately come up short of leadership&#39;s grand expectations, the stock could still perform well because Meta&#39;s true golden goose is still laying eggs. Unless that changes, it&#39;s hard to imagine this stock won&#39;t eventually tell its own comeback story.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bear Market Tech Stocks Most Likely to Make a Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bear Market Tech Stocks Most Likely to Make a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/3-tech-stocks-most-likely-to-make-a-comeback/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year was a stinker for the stock market, and tech stocks were some of the worst performers. Numerous stocks within the sector finished 2022 down more than 50%.However, investors need to remember ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/3-tech-stocks-most-likely-to-make-a-comeback/\">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","AMZN":"亚马逊","DOCU":"Docusign"},"source_url":"https://www.fool.com/investing/2023/01/15/3-tech-stocks-most-likely-to-make-a-comeback/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303465653","content_text":"Last year was a stinker for the stock market, and tech stocks were some of the worst performers. Numerous stocks within the sector finished 2022 down more than 50%.However, investors need to remember that it's rare for the U.S. stock market to decline in back-to-back years. What's more, almost everyone expects a rebound to happen sooner or later -- it's just a matter of when.So when that inevitable rally does occur, which tech sector names will lead the way higher? Three Motley Fool contributors have singled out DocuSign, Amazon, and Meta Platforms as prime candidates for comebacks.A pandemic darling poised to bounce back after a challenging 2022Jake Lerch (DocuSign): DocuSign really took it on the chin in 2022. Its shares lost 64% of their value last year as the company faced numerous challenges.As the Federal Reserve hiked interest rates, growth stocks lost much of their appeal, and DocuSign plummeted. A run of disappointing quarterly results led to the ouster of CEO Dan Springer in June. Since then, the company's share price has stabilized, but it remains 81% below its all-time high. So, why should investors think DocuSign can get its mojo back?Well, for starters, the company's product is everywhere. Millions of people became quite familiar with DocuSign during the pandemic as in-person activities were reduced to a bare minimum. However, even now that social distancing is largely over, DocuSign remains a go-to solution for signing paperwork.As a personal example, I've signed mortgage, auto, and insurance paperwork in the last two months -- each time using DocuSign. But you don't have to take my anecdotal word for it. Just look at the company's financials.Its trailing 12-month revenue is $2.4 billion, up a respectable 18% year over year. True, the company is no longer growing at the astronomical 50%-plus rate it experienced in the heart of the pandemic -- but those growth rates were never going to be sustainable in the long run.And while those sky-high growth rates are now in the past, so too are the company's inflated valuation metrics. DocuSign's forward price-to-earnings multiple is now a reasonable 30, down from the frothy 150 multiple it was trading at in the summer of 2021.Data by YCharts.Meanwhile, its price-to-sales ratio is a reasonable 4.8, roughly on par with Alphabet (4.1) or Apple (5.4). Contrast that to 2020 when DocuSign was trading at a price-to-sales ratio north of 30.What's more, the company's future looks bright. While analysts are trimming their earnings estimates for many tech companies, they are raising them for DocuSign. Wall Street now expects it to earn $1.92 per share in its fiscal 2023, up from a consensus forecast of $1.65 per share a month ago. And if its earnings can stage a comeback, I think DocuSign's stock price can too.AWS will likely drive the recovery for AmazonWill Healy (Amazon): Amazon has lost approximately half of its value since peaking in 2021, a drop that understandably makes many shareholders uneasy.Yet this is far from the worst drop the tech company has ever suffered. In 1999, after peaking at a split-adjusted $5.65 per share, it began a steep decline thanks to the dot-com bust, reaching a low of $0.28 per share. That amounted to a 95% drop in less than two years.And even though it did not surpass that $5.65 per share peak until 2009, Amazon would ultimately prove itself to be a comeback stock and become one of the most valuable companies in the world. It reached a high above $188 per share in 2021 before falling to about $95 per share at the time of this writing.Secondly, Amazon Web Services (AWS), its cloud computing arm, has prospered even amid the bear market and stock declines.It's true that e-commerce remains the source of much of its revenue and keeps Amazon at the forefront of the public's consciousness. However, e-commerce has recently become its loss leader amid negative operating margins. And even when Amazon's marketplace was prospering during the most intense phases of the pandemic, the e-commerce segments only posted single-digit percentage operating margins. In contrast, AWS has achieved an operating margin of 30% over the last 12 months.Moreover, AWS netted about $17.6 billion in operating income in the first nine months of 2022, 33% more than in the same period in 2021. Overall, Amazon's operating income was $9.5 billion in the first three quarters of 2022 -- so AWS's operating income carried the company.Image source: Synergy Research Group.Grand View Research forecasts that the cloud will become a $1.55 trillion industry by 2030, implying a compound annual growth rate of 16%. Since AWS holds a market-leading 34% share of the cloud infrastructure market, that expected growth makes Amazon stock a buy, with or without e-commerce.The worst could be over for this social media giantJustin Pope (Meta Platforms): Meta Platforms had a year to forget in 2022. Hindered by the user-privacy improvements Apple made to iOS as well as many businesses' shrinking advertising budgets, the social media giant's stock lost a huge chunk of its value. Though it has recovered from the low point it touched last year, the stock remains roughly 65% below its high.Well, Meta's major apps -- Facebook, Instagram, and WhatsApp -- are still attracting eyeballs. The apps had a combined 2.93 billion daily active users as of the end of the third quarter, and roughly 3.71 billion people use them monthly. The more people you can put advertising in front of, the more money you can make. And Meta's user base isn't declining despite its staggering market penetration. In the third quarter, its user counts grew 4% over the prior year.Also, Meta's advertising problems aren't unique to it. They are commonly shared among companies that sell ad space, as many brands are tightening their belts in fear of a recession. After all, there isn't much point in marketing your product if people aren't spending money in the first place. For example, Alphabet's YouTube recently logged its first revenue decline since the company began breaking out its numbers. In the advertising space, the tide of spending has gone out, and that has left everyone marooned. When that condition eventually reverses, Meta's business should pick up.Lastly, the stock is an absolute bargain. It sports a free-cash-flow yield of 7.3%, and remember that Meta is spending heavily on its Reality Labs metaverse unit, which reduces free cash flow. Despite this, Meta's stock is still offering investors considerable cash profits for their money.Data by YCharts.There is a lot of negativity around Meta Platforms, but the core business of advertising to an enormous user base remains intact. Even if the company's metaverse efforts ultimately come up short of leadership's grand expectations, the stock could still perform well because Meta's true golden goose is still laying eggs. Unless that changes, it's hard to imagine this stock won't eventually tell its own comeback story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200409951006760,"gmtCreate":1689958977540,"gmtModify":1689958981135,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Can take profits&nbsp;","listText":"Can take profits&nbsp;","text":"Can take profits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200409951006760","repostId":"2353406882","repostType":2,"repost":{"id":"2353406882","pubTimestamp":1689951307,"share":"https://www.laohu8.com/m/news/2353406882?lang=&edition=full","pubTime":"2023-07-21 22:55","market":"us","language":"en","title":"Palantir Stock: Bear vs. Bull","url":"https://stock-news.laohu8.com/highlight/detail?id=2353406882","media":"Motley Fool","summary":"Palantir has a bright future, but the stock is priced for perfection.","content":"<html><head></head><body><h2 id=\"id_2326708027\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Palantir&#39;s AI platform has received more attention lately.</p></li><li><p>The company is becoming more profitable with each quarter.</p></li><li><p>The stock trades at a high valuation point.</p></li></ul><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> has become one of the hottest stocks on Wall Street, with it up over 180% so far this year. After a run-up like that, many investors might wonder if it&#39;s time to sell after such incredible gains or if there is a reason to hold on and maybe buy more.</p><p>Let&#39;s look at Palantir&#39;s bear and bull case and see what investors should do with the stock.</p><h2 id=\"id_3194699855\">What does Palantir do?</h2><p>Palantir is a company that is highly focused on artificial intelligence (AI), which has been the primary culprit for its fantastic year. Palantir is a data processing platform at its core. It takes in any information a client feeds it and can give its users insights on what action they should take.</p><p>This product has applications from the military to insurance, so its potential use case is wide. Furthermore, Palantir recently introduced its Artificial Intelligence Platform (AIP), which utilizes a large language model (LLM) to create a chatbot where users can ask questions to further understand what they should do during a situation.</p><p>Palantir is one of the top companies in this space and was named a leader by <strong>Forrester</strong> for AI/machine learning platforms. But is the stock a buy?</p><h2 id=\"id_3490673939\">The bull case: Palantir&#39;s finances are strong</h2><p>As AI takes off, Palantir is likely to see more business inquiries. In fact, after Palantir announced AIP, CEO Alex Karp commented about AIP that &#34;the demand ... is nothing I&#39;ve ever seen in 20 years of being involved in Palantir.&#34; Strong demand for a newly launched product is a great sign and indicates Palantir could see some strong quarters ahead.</p><p>Currently, Palantir is growing its revenue at a solid rate, as it rose 18% in the first quarter to $525 million. It expects this growth range to continue, as it guided for $530 million in revenue during the second quarter -- a 12% increase. However, that guidance was given before AI became a hot-button topic, so investors shouldn&#39;t be surprised if Palantir beats those expectations when it reports earnings in early August.</p><p>It&#39;s also done something few young and growing software companies have done: achieve profitability. Palantir posted its first operating profit in Q1 and continues to post small (but profitable) earnings per share (EPS) numbers. This is critical, as it shows management can balance growth and profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e0939fa46cc9f6c8f68f3079b3f47ad\" alt=\"PLTR Operating Income (Quarterly) data by YCharts.\" title=\"PLTR Operating Income (Quarterly) data by YCharts.\" tg-width=\"720\" tg-height=\"433\"/><span>PLTR Operating Income (Quarterly) data by YCharts.</span></p><p>With solid finances and a product offering in demand, Palantir&#39;s bull case is quite clear. Still, the bear case holds some weight.</p><h2 id=\"id_1862279170\">The bear case: The stock is priced for perfection</h2><p>Every stock comes with a price tag. Unfortunately for investors, Palantir&#39;s is quite expensive. With the stock trading just under 20 times sales, it has become quite expensive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/880d1de95c08b547cfb62da5e2cdfde0\" alt=\"PLTR P/S Ratio data by YCharts.\" title=\"PLTR P/S Ratio data by YCharts.\" tg-width=\"720\" tg-height=\"433\"/><span>PLTR P/S Ratio data by YCharts.</span></p><p>Furthermore, the growth and profitability required for this valuation to make sense don&#39;t leave a lot of upside. If Palantir can grow its revenue at a 20% compound annual growth rate for five years and achieve a profit margin of 20%, that will give Palantir revenue of $4.94 billion and profits of $988 million in 2028.</p><p>At Palantir&#39;s current market cap of $37 billion, that would value the stock at 37 times earnings. That is about right for a mature software stock, but Palantir must put up phenomenal growth to achieve that point in five years.</p><p>Palantir could exceed that growth rate or achieve a higher profit margin, making my projections invalid. However, this exercise aims to demonstrate how Palantir is priced for perfection. For the investment to make money over the long term, Palantir must execute at a high level.</p><p>Because of that, I&#39;m inclined to say investors should take some profits with Palantir but also continue holding on to the stock. Palantir could have some further upside, but with its current price point, it may take years for those profits to come to fruition.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Bear vs. Bull</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Bear vs. Bull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-21 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/21/palantir-stock-bear-vs-bull/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir's AI platform has received more attention lately.The company is becoming more profitable with each quarter.The stock trades at a high valuation point.Palantir  has become one of the...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/21/palantir-stock-bear-vs-bull/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/07/21/palantir-stock-bear-vs-bull/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2353406882","content_text":"KEY POINTSPalantir's AI platform has received more attention lately.The company is becoming more profitable with each quarter.The stock trades at a high valuation point.Palantir  has become one of the hottest stocks on Wall Street, with it up over 180% so far this year. After a run-up like that, many investors might wonder if it's time to sell after such incredible gains or if there is a reason to hold on and maybe buy more.Let's look at Palantir's bear and bull case and see what investors should do with the stock.What does Palantir do?Palantir is a company that is highly focused on artificial intelligence (AI), which has been the primary culprit for its fantastic year. Palantir is a data processing platform at its core. It takes in any information a client feeds it and can give its users insights on what action they should take.This product has applications from the military to insurance, so its potential use case is wide. Furthermore, Palantir recently introduced its Artificial Intelligence Platform (AIP), which utilizes a large language model (LLM) to create a chatbot where users can ask questions to further understand what they should do during a situation.Palantir is one of the top companies in this space and was named a leader by Forrester for AI/machine learning platforms. But is the stock a buy?The bull case: Palantir's finances are strongAs AI takes off, Palantir is likely to see more business inquiries. In fact, after Palantir announced AIP, CEO Alex Karp commented about AIP that \"the demand ... is nothing I've ever seen in 20 years of being involved in Palantir.\" Strong demand for a newly launched product is a great sign and indicates Palantir could see some strong quarters ahead.Currently, Palantir is growing its revenue at a solid rate, as it rose 18% in the first quarter to $525 million. It expects this growth range to continue, as it guided for $530 million in revenue during the second quarter -- a 12% increase. However, that guidance was given before AI became a hot-button topic, so investors shouldn't be surprised if Palantir beats those expectations when it reports earnings in early August.It's also done something few young and growing software companies have done: achieve profitability. Palantir posted its first operating profit in Q1 and continues to post small (but profitable) earnings per share (EPS) numbers. This is critical, as it shows management can balance growth and profitability.PLTR Operating Income (Quarterly) data by YCharts.With solid finances and a product offering in demand, Palantir's bull case is quite clear. Still, the bear case holds some weight.The bear case: The stock is priced for perfectionEvery stock comes with a price tag. Unfortunately for investors, Palantir's is quite expensive. With the stock trading just under 20 times sales, it has become quite expensive.PLTR P/S Ratio data by YCharts.Furthermore, the growth and profitability required for this valuation to make sense don't leave a lot of upside. If Palantir can grow its revenue at a 20% compound annual growth rate for five years and achieve a profit margin of 20%, that will give Palantir revenue of $4.94 billion and profits of $988 million in 2028.At Palantir's current market cap of $37 billion, that would value the stock at 37 times earnings. That is about right for a mature software stock, but Palantir must put up phenomenal growth to achieve that point in five years.Palantir could exceed that growth rate or achieve a higher profit margin, making my projections invalid. However, this exercise aims to demonstrate how Palantir is priced for perfection. For the investment to make money over the long term, Palantir must execute at a high level.Because of that, I'm inclined to say investors should take some profits with Palantir but also continue holding on to the stock. Palantir could have some further upside, but with its current price point, it may take years for those profits to come to fruition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970150582,"gmtCreate":1684196757146,"gmtModify":1684196760354,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970150582","repostId":"2335818761","repostType":2,"repost":{"id":"2335818761","pubTimestamp":1684195263,"share":"https://www.laohu8.com/m/news/2335818761?lang=&edition=full","pubTime":"2023-05-16 08:01","market":"us","language":"en","title":"Why The Fed Should Keep Its Paws Off The Pause Button","url":"https://stock-news.laohu8.com/highlight/detail?id=2335818761","media":"seekingalpha","summary":"Right now the prospects for inflation are driving everything in markets. Markets are now, as they ha","content":"<html><head></head><body><p>Right now the prospects for inflation are driving everything in markets. Markets are now, as they have been since the start of the Fed tightening, eager for the Fed to stop tightening and for business to return to normal. Banking sector problems have added to these concerns. There has been, from the start of this inflation process, a certain denial that inflation was real, that it would last, and even that it was dangerous. Not only do markets seem to not appreciate the risks but the Federal Reserve seems to have set them aside as well for its own reasons and perhaps reasons that it has come subsequently to regret.</p><p>There are several threads of commentary that weave through the various discussions of why the Federal Reserve should stop raising rates. Some hold that it should not even have been raising rates at all. I find this a curious argument. Clearly, inflation is high, and inflation clearly has been progressing at a pace well above the level of interest rates. Historically we look at inflation &#39;higher than interest rates&#39; as a period of accommodative monetary policy, not a period with restrictive monetary policy that we would expect to eventually get inflation under control.</p><p>Implicit in the view of people who are looking for the Fed to stop hiking rates soon and start cutting them is the view that inflation will go down on its own when it&#39;s time. This is an interesting idea but it&#39;s an idea without any historic precedent… or merit.</p><p>Nonetheless, we have heard both Nobel Laureate economist Joseph Stiglitz and Senate Banking Committee member Elizabeth Warren opine the same argument that the Fed should not be raising rates because the Fed is confused about the cause of inflation. They argue that inflation is caused by supply shocks and by the war in Ukraine and that monetary policy will have no impact on these things. While there is certainly some merit to parts of these arguments, they seem to miss the point: supply shocks and the war may have started inflation, but now inflation has taken on a life of its own and policy needs to deal with it, and reel it in, not ignore it.</p><p>Regardless of what started the inflation process, inflation is now in gear and it&#39;s the job of slowing inflation and controlling it that monetary policy must attend to. At this point it doesn&#39;t matter what started the inflation; what matters is to stop it and to contain people&#39;s perceptions of it and to reel back people&#39;s inflation expectations and their extrapolation of continuing price increases in the future.</p><p><strong>Chart 1</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb451654cf382f8e4920022c5711f198\" tg-width=\"640\" tg-height=\"424\"/></p><p>&#34;Demand&#34; Vs &#34;Supply&#34; Inflation (Haver Analytics and FAO Economics)</p><p>Those who think that inflation continues to be caused by the war in Ukraine or by supply chain problems need to explain Chart 1 to me. Chart 1 shows that PPI inflation, which is the inflation gauge closest to production, has inflation falling sharply. On the other hand, the CPI which is the inflation rate experienced by consumers, and is linked to demand is the inflation rate that is higher and sticky. If inflation is caused by the supply side we would expect to see this result flipped. We&#39;d expect to see PPI inflation higher and CPI inflation lower. Instead, what we see is the situation that I described above which is where inflation began being triggered by excess fiscal policy, excess monetary policy, supply shocks, and the war in Ukraine and now these factors have combined to put something in motion that needs to be stopped. Clearly, monetary policy has a purpose and a role.</p><p>There&#39;s another broad thread about that policy that argues that policy should do the least damage possible to the economy and should seek a soft landing. Some economists look back at the 1969-1970 recession and do not consider it a recession. Alan Blinder, former vice chair at the Federal Reserve, has referred to it as a sort of recessionette arguing that output barely fell by more than 1/2 of a percentage point in that recession; he maintains that it was some sort of a soft landing - although the unemployment rate did rise by 2.6 percentage points. I view the 1969-70 recession very differently. I see it as the gateway to the onset of the inflation problem. It is the first recession of this period, but not the first episode in which the Fed raised interest rates only to back off and find inflation was higher after it raised rates. The Fed did this in the mid-1960s while avoiding a recession altogether. They did it again in 1970 and then they did it again in the 1973-75 recession. No one would call the 1973-75 recession a soft landing. However, like the 1969-70 recession it&#39;s a recession in which the Federal Reserve raised interest rates and then cut them early leaving the inflation rate higher at the end of the recession than it was before the recession began. These recession episodes sowed the seeds of an inflation that grew culminating in the draconian monetary policy of the 1980s. Now, some want to do it again…</p><p>When I hear economists talk about soft landings and when I look back at history at the sorts of things that occurred during periods when they label episodes as soft landings, I get very worried about what will happen in this episode if the Federal Reserve shoots for a soft landing. Inflation already is far too high, and we have no recession. Were we to have a recession where the Fed cut interest rates early and did not keep the pressure on, I would certainly not want to have the economy emerge from this recession with the inflation rate even higher than what it is now. And this is the problem with the soft-landing crowd. They seem to be unconcerned by such a possibility.</p><p>When the Fed adopted its new framework agreement it shifted to aiming at an average inflation target, it prioritized full employment, and, in some sense, it downgraded its 2% inflation target by saying it was going to allow inflation to overshoot and that it would not raise interest rates until the economy had reached maximum employment. These changes are the facts underlying the framework agreement that governed the conduct of monetary policy before and after COVID struck. They set the Fed on a new and different path that it had never been on before. The Fed let inflation move over its 2% target and stay over its target for over a year before it began to raise rates at all - a stunning decision.</p><p>The question now is what does the Fed think it should be doing? Does it still embrace its new framework statement? If so, does that mean that if the unemployment rate rises the Fed will back off on rate hikes? Or has the Fed learned a lesson about prioritizing full employment and does it realize that inflation has become a much more severe problem and needs to be prioritized? We often seem to hear that line of thought from the Fed Chairman and from other Federal Reserve officials, but they also say that in tandem arguing that they need to make sure they do not do undue damage to the economy. That caveat muddies the water. In terms of the Fed&#39;s intentions, I have to say I am more confused than I ever have been about what the Fed really plans to do. And I am not sure that people who are pushing for and endorsing the soft landing understand the extent to which a soft landing will interfere with making inflation progress.</p><p><strong><em>No one knows what inflation is going to do in the period ahead.</em></strong> At one of the recent annual meetings sponsored by the Kansas City Fed in Jackson Hole Wyoming, it was established that none of the widely followed inflation theories works all the time. Various theories seem to work at various times and then they breakdown. However, we know in the past when we&#39;ve had inflation and when the Federal Reserve has raised interest rates and there has been a recession the inflation rate has generally come down if the Federal Reserve did not ease interest rates too quickly in the recession itself or early in the recovery.</p><p>Charts document that inflation progress is slow.</p><p><strong>Chart 2</strong></p><p>CPI inflation progress is slow</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a72e71eedbba3f71dbc58446beea7d7\" tg-width=\"640\" tg-height=\"387\"/></p><p>Very slow inflation progress (Haver Analytics and FAO Economics)</p><p>Chart two shows the progress of inflation since July 2022. Headline inflation has come down more rapidly, while core inflation has declined very little. However, there may be reason to think that current inflation progress has stepped up a little bit more.</p><p><strong>Chart 3</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0275d3f88b667785a539c29f8a15e41b\" tg-width=\"640\" tg-height=\"387\"/></p><p>3-Month annualized inflation (Haver Analytics and FAO Economics)</p><p>Chart 3 shows a short-term point of view. This chart emphasizes what inflation is doing in the near term rather than what the year over year pace is since it focuses on annualized inflation rates over the three-month periods. Here we see three-month inflation in the core and headlines of the CPI were running at a pace of nearly 10%, however, by December 2022, those inflation rates had come down to the 3% to 4% range. However, since then CPI core inflation over three months has flattened out at about 5% while the headline firmed and it&#39;s now back at a pace of around 3.2%.</p><p>This chart gives us a little bit more optimism about making progress on inflation. The Federal Reserve doesn&#39;t usually look at shorter-term inflation rates because they&#39;re too volatile. However, when we look at a longer-term inflation rate, what you can see from this chart is an inflation rate that spans the July 22 to April 23 period, and is going to incorporate some high inflation periods in July and August of 2022 along with some lower inflation periods that are more recent. Are we distorting the picture of inflation progress by mixing these two very different trends together?</p><p>Well… that&#39;s something to be open-minded about. The other thing to remember is that while the core inflation rate has dropped by nearly half, measuring inflation at its three-month pace it has still only dropped to 5% not to 2% - free of the &#39;contamination&#39; of averaging. And from December 2022 the core inflation rate not only has been stable but it has actually picked up slightly. Inflation options need to consider all these trends.</p><p>These trends point to more good news in the making and that is simply to recognize that as we move ahead calculating year over year inflation rates the high inflation rates from early 2022 are going to fall out of the calculation and that means that the year-over-year inflation rates are going to fall faster than they have been falling. And that&#39;s good news.</p><p>As I mentioned earlier, we can&#39;t be sure what inflation is going to do in the period ahead this means monetary policy wants to be careful; it does not want to assume that progress is going to continue at a strong pace nor does it want to think if progress is slow that the pace can&#39;t speed up either. Future policy needs to have some flexibility but it also needs to be realistic in what it can do and what it can expect.</p><p>One important way to look at inflation is to recognize that year-over-year inflation is nothing more than the multiplied one-month percentage changes of the last 12 months. We currently have CPI data through April; at the time of the May inflation report, we&#39;ll have 11 of the same month-to-month changes that the April report has. May will drop the (known) oldest month-to-month change and it will add a new one (unknown) for the month of May. Mechanically that&#39;s why the year of inflation rate doesn&#39;t change very much from month-to-month. But we can see by looking at these monthly inflation data that we are losing that they are going to be relatively high numbers whereas the inflation numbers we&#39;re going to be gaining - if they are in keeping with the recent monthly trends we&#39;ve had - are going to be much lower. So that&#39;s grounds for optimism and getting the year-over-year inflation rate lower. But are we going to get it low enough? Based on current trends the answer seems to be &#39;no.&#39; And this is why I caution the Fed not to be too quick to pause. One of the worst things that monetary policy can do is to go through stop-go phases. Moves like that confuse markets because they have a harder time figuring out the speed at which monetary policy will progress in the future. So, let&#39;s look at these month-to-month inflation changes and see what we can learn about what inflation is doing now.</p><p><strong>Chart 4</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec08e967b9d613fb0e4dc3ae3bb4ce0d\" tg-width=\"640\" tg-height=\"396\"/></p><p>Monthly frequency distribution of inflation (Haver Analytics and FAO Economics)</p><p>Chart four shows <em>frequency distributions</em> of monthly CPI percentage changes. They make the case that inflation is not yet under enough control for the Fed to slow its pace of tightening. This is a chart of the frequency distribution of monthly headline and core inflation changes for two different periods. The recent period spans the most recent 24 months. The other period is the benchmark 4 years before COVID struck during which inflation was low. The point of this chart is to look at the distribution or monthly changes in inflation during a period when inflation was low and compare it to the distribution that we have currently to see if the distribution of price changes for the core or headline CPI is beginning to look the way they have looked in the past during a broad period of price stability.</p><p>The answer here is a rousing &#39;no.&#39; The CPI core and the headline for the most recent 24 months show an extended frequency distribution to the right indicating that they have experienced some extreme the month-to-month changes in the headline and in the core CPI. During the four years of price stability before COVID struck we see the purple and the green series do not have extended frequency distributions to the right. The highest core increase during that four-year period was a gain of 0.3% month-to-month while the highest headline increase (the green series) was 0.5% month-to-month. Notice also during the period of price stability both the core and the headline series had observations at zero or even observations that were negative and there have been none of those over the past 24 months.</p><p>These frequency distributions strongly suggest that we have not yet gotten back to a point of price stability and that, if we are going to get there, we&#39;ll have to have the period ahead appearing more like it was in the years prior to Covid.</p><p><strong>Chart 5</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f0411b8b531112a2a5259193420116\" tg-width=\"640\" tg-height=\"389\"/></p><p>Inflation density functions (Haver Analytics and FAO Economics)</p><p>If you don&#39;t find the frequency distribution charts compelling or if you find them confusing, I have also included above the density charts for the various distributions. The density charts add up the cumulative frequencies from the lowest percentage increases to the highest going from left to right. For example, the purple line which is for core inflation shows us that during the period of price stability 95.8% of the core observations we&#39;re 0.2% per month or lower- WOW! The headline CPI had a little more gradualness to it. Still, 58% of its month-to-month percent changes were a 0.1% or lower. It did that over four years, and had one month-to-month gain as large as 0.5% on the month.</p><p>When we compare these two distributions to what we see over the last 24 months, there is no comparison as the 24-month distributions stretch well into much higher month-to-month percent changes.</p><p>One obvious criticism here is that I&#39;m looking at 24-months which is a long period that has some of the higher monthly percent changes involved dating back to the time when inflation was more virulent. And I did that to try to gain more observations to look at in a 24-month period instead of just a 12-month period.</p><p><strong>Chart 6</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6be8a1fd6b1313ba36a3a4a120d9e083\" tg-width=\"640\" tg-height=\"392\"/></p><p>frequency distribution for last 12-months (Haver Analytics and FAO Economics)</p><p>To assuage that criticism… Chart 6 shows the frequency distribution for the last 12 months for both the headline and the core. Both the headline in the core measures have some extreme observations that are still in the distribution and while they both have their modal (or, most frequent observation) at 0.4% (for the core the distribution is bimodal with 0.4% and 0.3% more frequent). That&#39;s still far too high for a 2% annual target. The distributions are still far too skewed to the right and only the headline has observations below 0.3% monthly. The Fed&#39;s inflation target is 2% and a steady diet of increases of 0.2% per month will set the annual rate for inflation at 2.4%. In CPI terms that gain is comparable to 2% on the PCE that the Fed targets since the CPI runs hotter than the PCE. However, the core doesn&#39;t have any increases that small over the last 12 months (the smallest is 0.3% or 3.7% annualized!).</p><h2>The facts argue for a stricter Fed, not a looser one</h2><p>My conclusion is that the facts argue for a stricter Fed not for a looser Fed, and not for a Fed that&#39;s going to take us into a pause early and hopes to glide into a soft landing on the further hope that in the soft landing inflation will continue to be reduced. History tells us that the world doesn&#39;t normally work that way. But now that we have had high inflation we know that inflation expectations are elevated. And we can see from the distribution of monthly changes that while we&#39;ve made some progress on inflation, <em>we are still not close to generating the kind of increases month-in and month-out that are going to give us the kind of price discipline that we seek</em>.</p><p>Everything that we know about economics suggests that we need to keep more pressure on the economy, on producers, and on consumers to reduce demand pressures and reduce prices to the Fed&#39;s target pace of 2% on the PCE.</p><p>This analysis suggests that if the Fed loosens policy early inflation will again get out of control and while the markets may like the Fed backing off at least initially - if this analysis is correct - and if it turns out that inflation remains stubborn or backtracks, market euphoria will be short-lived and the <em>next</em> round of pain would be devastating.</p><h2>Catch-22</h2><p>So there&#39;s a little bit of Joseph Heller in all of this. Joseph Heller wrote the book &#34;Catch-22,&#34; which is a wonderful book that I highly recommend. The title of the book stems from a hypothetical army regulation that says that if you&#39;re crazy you can get a deferment to get out of your military service. However, there&#39;s a catch. And that catch, known as catch-22, is that if you request to be let out of your military service on the basis that you&#39;re crazy, then you&#39;re sane enough to know that you&#39;re really not crazy and the clause no longer applies to you.</p><p>I see this same sort of self-undermining logic in the belief that a soft-landing is the right course of action. Many want the economy to go back to normal and there was a long period of price stability before Covid. Many people simply assume that if the Fed just lets interest rates go back down to normal, inflation will go back to normal and everything will be fine and &#39;normal.&#39; But the world has changed. COVID changed the world and what&#39;s normal has changed too.</p><p>The supply chains shifted. Labor market participation rates have shifted. And, most of all, inflation has shifted and inflation psychology has shifted. There is no reason to think anything is going to go back to the way it was because we&#39;re just not there anymore. That world, that environment, those conditions, no longer exist.</p><h2>I worry… and you should, too</h2><p>This is why I worry about the Fed not having staying power and not raising rates enough. I believe it has already damaged its reputation by denying inflation and by procrastinating on needed policy moves that let inflation climb even higher. I don&#39;t know what will happen if it makes that same mistake again with inflation already this high. And this is not just simply a concern about the Fed. It&#39;s also a concern about what it will mean for Fed policy, and for markets: for the bond market, for stocks, for the dollar, for gold, for commodities, and for everything. Fed policy desperately needs to restore price stability. Financial policy needs an anchor. The Fed can&#39;t pull that anchor up and trust that the currents will take us where it wants us to go. Every investor needs to be aware of this risk.</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>Why The Fed Should Keep Its Paws Off The Pause Button</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 The Fed Should Keep Its Paws Off The Pause Button\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4604680-why-the-fed-should-keep-its-paws-off-the-pause-button><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Right now the prospects for inflation are driving everything in markets. Markets are now, as they have been since the start of the Fed tightening, eager for the Fed to stop tightening and for business...</p>\n\n<a href=\"https://seekingalpha.com/article/4604680-why-the-fed-should-keep-its-paws-off-the-pause-button\">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://seekingalpha.com/article/4604680-why-the-fed-should-keep-its-paws-off-the-pause-button","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2335818761","content_text":"Right now the prospects for inflation are driving everything in markets. Markets are now, as they have been since the start of the Fed tightening, eager for the Fed to stop tightening and for business to return to normal. Banking sector problems have added to these concerns. There has been, from the start of this inflation process, a certain denial that inflation was real, that it would last, and even that it was dangerous. Not only do markets seem to not appreciate the risks but the Federal Reserve seems to have set them aside as well for its own reasons and perhaps reasons that it has come subsequently to regret.There are several threads of commentary that weave through the various discussions of why the Federal Reserve should stop raising rates. Some hold that it should not even have been raising rates at all. I find this a curious argument. Clearly, inflation is high, and inflation clearly has been progressing at a pace well above the level of interest rates. Historically we look at inflation 'higher than interest rates' as a period of accommodative monetary policy, not a period with restrictive monetary policy that we would expect to eventually get inflation under control.Implicit in the view of people who are looking for the Fed to stop hiking rates soon and start cutting them is the view that inflation will go down on its own when it's time. This is an interesting idea but it's an idea without any historic precedent… or merit.Nonetheless, we have heard both Nobel Laureate economist Joseph Stiglitz and Senate Banking Committee member Elizabeth Warren opine the same argument that the Fed should not be raising rates because the Fed is confused about the cause of inflation. They argue that inflation is caused by supply shocks and by the war in Ukraine and that monetary policy will have no impact on these things. While there is certainly some merit to parts of these arguments, they seem to miss the point: supply shocks and the war may have started inflation, but now inflation has taken on a life of its own and policy needs to deal with it, and reel it in, not ignore it.Regardless of what started the inflation process, inflation is now in gear and it's the job of slowing inflation and controlling it that monetary policy must attend to. At this point it doesn't matter what started the inflation; what matters is to stop it and to contain people's perceptions of it and to reel back people's inflation expectations and their extrapolation of continuing price increases in the future.Chart 1\"Demand\" Vs \"Supply\" Inflation (Haver Analytics and FAO Economics)Those who think that inflation continues to be caused by the war in Ukraine or by supply chain problems need to explain Chart 1 to me. Chart 1 shows that PPI inflation, which is the inflation gauge closest to production, has inflation falling sharply. On the other hand, the CPI which is the inflation rate experienced by consumers, and is linked to demand is the inflation rate that is higher and sticky. If inflation is caused by the supply side we would expect to see this result flipped. We'd expect to see PPI inflation higher and CPI inflation lower. Instead, what we see is the situation that I described above which is where inflation began being triggered by excess fiscal policy, excess monetary policy, supply shocks, and the war in Ukraine and now these factors have combined to put something in motion that needs to be stopped. Clearly, monetary policy has a purpose and a role.There's another broad thread about that policy that argues that policy should do the least damage possible to the economy and should seek a soft landing. Some economists look back at the 1969-1970 recession and do not consider it a recession. Alan Blinder, former vice chair at the Federal Reserve, has referred to it as a sort of recessionette arguing that output barely fell by more than 1/2 of a percentage point in that recession; he maintains that it was some sort of a soft landing - although the unemployment rate did rise by 2.6 percentage points. I view the 1969-70 recession very differently. I see it as the gateway to the onset of the inflation problem. It is the first recession of this period, but not the first episode in which the Fed raised interest rates only to back off and find inflation was higher after it raised rates. The Fed did this in the mid-1960s while avoiding a recession altogether. They did it again in 1970 and then they did it again in the 1973-75 recession. No one would call the 1973-75 recession a soft landing. However, like the 1969-70 recession it's a recession in which the Federal Reserve raised interest rates and then cut them early leaving the inflation rate higher at the end of the recession than it was before the recession began. These recession episodes sowed the seeds of an inflation that grew culminating in the draconian monetary policy of the 1980s. Now, some want to do it again…When I hear economists talk about soft landings and when I look back at history at the sorts of things that occurred during periods when they label episodes as soft landings, I get very worried about what will happen in this episode if the Federal Reserve shoots for a soft landing. Inflation already is far too high, and we have no recession. Were we to have a recession where the Fed cut interest rates early and did not keep the pressure on, I would certainly not want to have the economy emerge from this recession with the inflation rate even higher than what it is now. And this is the problem with the soft-landing crowd. They seem to be unconcerned by such a possibility.When the Fed adopted its new framework agreement it shifted to aiming at an average inflation target, it prioritized full employment, and, in some sense, it downgraded its 2% inflation target by saying it was going to allow inflation to overshoot and that it would not raise interest rates until the economy had reached maximum employment. These changes are the facts underlying the framework agreement that governed the conduct of monetary policy before and after COVID struck. They set the Fed on a new and different path that it had never been on before. The Fed let inflation move over its 2% target and stay over its target for over a year before it began to raise rates at all - a stunning decision.The question now is what does the Fed think it should be doing? Does it still embrace its new framework statement? If so, does that mean that if the unemployment rate rises the Fed will back off on rate hikes? Or has the Fed learned a lesson about prioritizing full employment and does it realize that inflation has become a much more severe problem and needs to be prioritized? We often seem to hear that line of thought from the Fed Chairman and from other Federal Reserve officials, but they also say that in tandem arguing that they need to make sure they do not do undue damage to the economy. That caveat muddies the water. In terms of the Fed's intentions, I have to say I am more confused than I ever have been about what the Fed really plans to do. And I am not sure that people who are pushing for and endorsing the soft landing understand the extent to which a soft landing will interfere with making inflation progress.No one knows what inflation is going to do in the period ahead. At one of the recent annual meetings sponsored by the Kansas City Fed in Jackson Hole Wyoming, it was established that none of the widely followed inflation theories works all the time. Various theories seem to work at various times and then they breakdown. However, we know in the past when we've had inflation and when the Federal Reserve has raised interest rates and there has been a recession the inflation rate has generally come down if the Federal Reserve did not ease interest rates too quickly in the recession itself or early in the recovery.Charts document that inflation progress is slow.Chart 2CPI inflation progress is slowVery slow inflation progress (Haver Analytics and FAO Economics)Chart two shows the progress of inflation since July 2022. Headline inflation has come down more rapidly, while core inflation has declined very little. However, there may be reason to think that current inflation progress has stepped up a little bit more.Chart 33-Month annualized inflation (Haver Analytics and FAO Economics)Chart 3 shows a short-term point of view. This chart emphasizes what inflation is doing in the near term rather than what the year over year pace is since it focuses on annualized inflation rates over the three-month periods. Here we see three-month inflation in the core and headlines of the CPI were running at a pace of nearly 10%, however, by December 2022, those inflation rates had come down to the 3% to 4% range. However, since then CPI core inflation over three months has flattened out at about 5% while the headline firmed and it's now back at a pace of around 3.2%.This chart gives us a little bit more optimism about making progress on inflation. The Federal Reserve doesn't usually look at shorter-term inflation rates because they're too volatile. However, when we look at a longer-term inflation rate, what you can see from this chart is an inflation rate that spans the July 22 to April 23 period, and is going to incorporate some high inflation periods in July and August of 2022 along with some lower inflation periods that are more recent. Are we distorting the picture of inflation progress by mixing these two very different trends together?Well… that's something to be open-minded about. The other thing to remember is that while the core inflation rate has dropped by nearly half, measuring inflation at its three-month pace it has still only dropped to 5% not to 2% - free of the 'contamination' of averaging. And from December 2022 the core inflation rate not only has been stable but it has actually picked up slightly. Inflation options need to consider all these trends.These trends point to more good news in the making and that is simply to recognize that as we move ahead calculating year over year inflation rates the high inflation rates from early 2022 are going to fall out of the calculation and that means that the year-over-year inflation rates are going to fall faster than they have been falling. And that's good news.As I mentioned earlier, we can't be sure what inflation is going to do in the period ahead this means monetary policy wants to be careful; it does not want to assume that progress is going to continue at a strong pace nor does it want to think if progress is slow that the pace can't speed up either. Future policy needs to have some flexibility but it also needs to be realistic in what it can do and what it can expect.One important way to look at inflation is to recognize that year-over-year inflation is nothing more than the multiplied one-month percentage changes of the last 12 months. We currently have CPI data through April; at the time of the May inflation report, we'll have 11 of the same month-to-month changes that the April report has. May will drop the (known) oldest month-to-month change and it will add a new one (unknown) for the month of May. Mechanically that's why the year of inflation rate doesn't change very much from month-to-month. But we can see by looking at these monthly inflation data that we are losing that they are going to be relatively high numbers whereas the inflation numbers we're going to be gaining - if they are in keeping with the recent monthly trends we've had - are going to be much lower. So that's grounds for optimism and getting the year-over-year inflation rate lower. But are we going to get it low enough? Based on current trends the answer seems to be 'no.' And this is why I caution the Fed not to be too quick to pause. One of the worst things that monetary policy can do is to go through stop-go phases. Moves like that confuse markets because they have a harder time figuring out the speed at which monetary policy will progress in the future. So, let's look at these month-to-month inflation changes and see what we can learn about what inflation is doing now.Chart 4Monthly frequency distribution of inflation (Haver Analytics and FAO Economics)Chart four shows frequency distributions of monthly CPI percentage changes. They make the case that inflation is not yet under enough control for the Fed to slow its pace of tightening. This is a chart of the frequency distribution of monthly headline and core inflation changes for two different periods. The recent period spans the most recent 24 months. The other period is the benchmark 4 years before COVID struck during which inflation was low. The point of this chart is to look at the distribution or monthly changes in inflation during a period when inflation was low and compare it to the distribution that we have currently to see if the distribution of price changes for the core or headline CPI is beginning to look the way they have looked in the past during a broad period of price stability.The answer here is a rousing 'no.' The CPI core and the headline for the most recent 24 months show an extended frequency distribution to the right indicating that they have experienced some extreme the month-to-month changes in the headline and in the core CPI. During the four years of price stability before COVID struck we see the purple and the green series do not have extended frequency distributions to the right. The highest core increase during that four-year period was a gain of 0.3% month-to-month while the highest headline increase (the green series) was 0.5% month-to-month. Notice also during the period of price stability both the core and the headline series had observations at zero or even observations that were negative and there have been none of those over the past 24 months.These frequency distributions strongly suggest that we have not yet gotten back to a point of price stability and that, if we are going to get there, we'll have to have the period ahead appearing more like it was in the years prior to Covid.Chart 5Inflation density functions (Haver Analytics and FAO Economics)If you don't find the frequency distribution charts compelling or if you find them confusing, I have also included above the density charts for the various distributions. The density charts add up the cumulative frequencies from the lowest percentage increases to the highest going from left to right. For example, the purple line which is for core inflation shows us that during the period of price stability 95.8% of the core observations we're 0.2% per month or lower- WOW! The headline CPI had a little more gradualness to it. Still, 58% of its month-to-month percent changes were a 0.1% or lower. It did that over four years, and had one month-to-month gain as large as 0.5% on the month.When we compare these two distributions to what we see over the last 24 months, there is no comparison as the 24-month distributions stretch well into much higher month-to-month percent changes.One obvious criticism here is that I'm looking at 24-months which is a long period that has some of the higher monthly percent changes involved dating back to the time when inflation was more virulent. And I did that to try to gain more observations to look at in a 24-month period instead of just a 12-month period.Chart 6frequency distribution for last 12-months (Haver Analytics and FAO Economics)To assuage that criticism… Chart 6 shows the frequency distribution for the last 12 months for both the headline and the core. Both the headline in the core measures have some extreme observations that are still in the distribution and while they both have their modal (or, most frequent observation) at 0.4% (for the core the distribution is bimodal with 0.4% and 0.3% more frequent). That's still far too high for a 2% annual target. The distributions are still far too skewed to the right and only the headline has observations below 0.3% monthly. The Fed's inflation target is 2% and a steady diet of increases of 0.2% per month will set the annual rate for inflation at 2.4%. In CPI terms that gain is comparable to 2% on the PCE that the Fed targets since the CPI runs hotter than the PCE. However, the core doesn't have any increases that small over the last 12 months (the smallest is 0.3% or 3.7% annualized!).The facts argue for a stricter Fed, not a looser oneMy conclusion is that the facts argue for a stricter Fed not for a looser Fed, and not for a Fed that's going to take us into a pause early and hopes to glide into a soft landing on the further hope that in the soft landing inflation will continue to be reduced. History tells us that the world doesn't normally work that way. But now that we have had high inflation we know that inflation expectations are elevated. And we can see from the distribution of monthly changes that while we've made some progress on inflation, we are still not close to generating the kind of increases month-in and month-out that are going to give us the kind of price discipline that we seek.Everything that we know about economics suggests that we need to keep more pressure on the economy, on producers, and on consumers to reduce demand pressures and reduce prices to the Fed's target pace of 2% on the PCE.This analysis suggests that if the Fed loosens policy early inflation will again get out of control and while the markets may like the Fed backing off at least initially - if this analysis is correct - and if it turns out that inflation remains stubborn or backtracks, market euphoria will be short-lived and the next round of pain would be devastating.Catch-22So there's a little bit of Joseph Heller in all of this. Joseph Heller wrote the book \"Catch-22,\" which is a wonderful book that I highly recommend. The title of the book stems from a hypothetical army regulation that says that if you're crazy you can get a deferment to get out of your military service. However, there's a catch. And that catch, known as catch-22, is that if you request to be let out of your military service on the basis that you're crazy, then you're sane enough to know that you're really not crazy and the clause no longer applies to you.I see this same sort of self-undermining logic in the belief that a soft-landing is the right course of action. Many want the economy to go back to normal and there was a long period of price stability before Covid. Many people simply assume that if the Fed just lets interest rates go back down to normal, inflation will go back to normal and everything will be fine and 'normal.' But the world has changed. COVID changed the world and what's normal has changed too.The supply chains shifted. Labor market participation rates have shifted. And, most of all, inflation has shifted and inflation psychology has shifted. There is no reason to think anything is going to go back to the way it was because we're just not there anymore. That world, that environment, those conditions, no longer exist.I worry… and you should, tooThis is why I worry about the Fed not having staying power and not raising rates enough. I believe it has already damaged its reputation by denying inflation and by procrastinating on needed policy moves that let inflation climb even higher. I don't know what will happen if it makes that same mistake again with inflation already this high. And this is not just simply a concern about the Fed. It's also a concern about what it will mean for Fed policy, and for markets: for the bond market, for stocks, for the dollar, for gold, for commodities, and for everything. Fed policy desperately needs to restore price stability. Financial policy needs an anchor. The Fed can't pull that anchor up and trust that the currents will take us where it wants us to go. Every investor needs to be aware of this risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920620417,"gmtCreate":1670482317139,"gmtModify":1676538377813,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Apple stonks&nbsp;","listText":"Apple stonks&nbsp;","text":"Apple stonks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920620417","repostId":"2289491972","repostType":2,"repost":{"id":"2289491972","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":1670481568,"share":"https://www.laohu8.com/m/news/2289491972?lang=&edition=full","pubTime":"2022-12-08 14:39","market":"us","language":"en","title":"Twitter to Hike Blue Pricing to $11 for iPhone App Users","url":"https://stock-news.laohu8.com/highlight/detail?id=2289491972","media":"Reuters","summary":"Twitter Inc plans to change the pricing of its Twitter Blue subscription product to $11, from $7.99,","content":"<html><head></head><body><p>Twitter Inc plans to change the pricing of its Twitter Blue subscription product to $11, from $7.99, if paid for through its iPhone app and to $7 if paid for on the website, the Information reported on Wednesday, citing a person briefed on the plans.</p><p>The move was likely a pushback against Apple Inc&#39;s 30 per cent cut on any payments made by users via apps on the iOS operating system, the report said.</p><p>The lower pricing on the website was also likely to drive more users to that platform as opposed to signing up on their iPhones, the report said. It did not mention whether pricing would change for the Android platform as well.</p><p>Musk, who took ownership of Twitter in October, is planning to roll out the micro blogging site&#39;s verified service with different colored checks for individuals, companies and governments, after a botched initial launch led to a surge in users impersonating celebrities and brands on the platform.</p><p>Twitter, Apple and Google, which owns the Android operating system, did not immediately respond to a request for comment.</p><p>Musk, in a series of tweets last week listed various grievances with Apple, including the 30 per cent fee the iphone maker charges software developers for in-app purchases.</p><p>He also posted a meme suggesting he was willing to &#34;go to war&#34; with Apple rather than paying the commission.</p><p>Musk later met Apple chief executive Tim Cook at the company&#39;s headquarters and later tweeted that the misunderstanding about Twitter being removed from Apple&#39;s app store was resolved.</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>Twitter to Hike Blue Pricing to $11 for iPhone App Users</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\">\nTwitter to Hike Blue Pricing to $11 for iPhone App Users\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-08 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter Inc plans to change the pricing of its Twitter Blue subscription product to $11, from $7.99, if paid for through its iPhone app and to $7 if paid for on the website, the Information reported on Wednesday, citing a person briefed on the plans.</p><p>The move was likely a pushback against Apple Inc&#39;s 30 per cent cut on any payments made by users via apps on the iOS operating system, the report said.</p><p>The lower pricing on the website was also likely to drive more users to that platform as opposed to signing up on their iPhones, the report said. It did not mention whether pricing would change for the Android platform as well.</p><p>Musk, who took ownership of Twitter in October, is planning to roll out the micro blogging site&#39;s verified service with different colored checks for individuals, companies and governments, after a botched initial launch led to a surge in users impersonating celebrities and brands on the platform.</p><p>Twitter, Apple and Google, which owns the Android operating system, did not immediately respond to a request for comment.</p><p>Musk, in a series of tweets last week listed various grievances with Apple, including the 30 per cent fee the iphone maker charges software developers for in-app purchases.</p><p>He also posted a meme suggesting he was willing to &#34;go to war&#34; with Apple rather than paying the commission.</p><p>Musk later met Apple chief executive Tim Cook at the company&#39;s headquarters and later tweeted that the misunderstanding about Twitter being removed from Apple&#39;s app store was resolved.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289491972","content_text":"Twitter Inc plans to change the pricing of its Twitter Blue subscription product to $11, from $7.99, if paid for through its iPhone app and to $7 if paid for on the website, the Information reported on Wednesday, citing a person briefed on the plans.The move was likely a pushback against Apple Inc's 30 per cent cut on any payments made by users via apps on the iOS operating system, the report said.The lower pricing on the website was also likely to drive more users to that platform as opposed to signing up on their iPhones, the report said. It did not mention whether pricing would change for the Android platform as well.Musk, who took ownership of Twitter in October, is planning to roll out the micro blogging site's verified service with different colored checks for individuals, companies and governments, after a botched initial launch led to a surge in users impersonating celebrities and brands on the platform.Twitter, Apple and Google, which owns the Android operating system, did not immediately respond to a request for comment.Musk, in a series of tweets last week listed various grievances with Apple, including the 30 per cent fee the iphone maker charges software developers for in-app purchases.He also posted a meme suggesting he was willing to \"go to war\" with Apple rather than paying the commission.Musk later met Apple chief executive Tim Cook at the company's headquarters and later tweeted that the misunderstanding about Twitter being removed from Apple's app store was resolved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945438679,"gmtCreate":1681537860092,"gmtModify":1681537863484,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"We shall see","listText":"We shall see","text":"We shall see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945438679","repostId":"1120418153","repostType":2,"repost":{"id":"1120418153","pubTimestamp":1681518567,"share":"https://www.laohu8.com/m/news/1120418153?lang=&edition=full","pubTime":"2023-04-15 08:29","market":"us","language":"en","title":"The Latest AI News Doesn’t Change the GOOG Stock Story","url":"https://stock-news.laohu8.com/highlight/detail?id=1120418153","media":"InvestorPlace","summary":"Google’s parent Alphabet (GOOG,GOOGL) has made two high-profile AI-related announcements.However, th","content":"<html><head></head><body><ul><li><p>Google’s parent <strong>Alphabet</strong> (<strong><u>GOOG</u></strong>,<strong><u>GOOGL</u></strong>) has made two high-profile AI-related announcements.</p></li><li><p>However, this has only elicited a modestly-positive reaction among investors, and for good reason.</p></li><li><p>Taking a closer look at both development, neither one really changes the tech giant’s prospects in the AI wars</p></li></ul><p>After rallying last month, Google parent <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>, <strong><u>GOOGL</u></strong>) has continued to hold up thus far in April. Other tech stocks have delivered a similar performance, but it may be a few company-related developments that are keeping GOOG stock on an upwards trajectory.</p><p style=\"text-align: start;\">In the past week, the tech giant has made two announcements related to how it plans to capitalize on the artificial intelligence (or AI) megatrend.</p><p style=\"text-align: start;\">To some, these developments may signal higher prices ahead. Coupled with a tech sector rebound, it may seem possible that AI could result in an even greater earnings comeback over the next year.</p><p style=\"text-align: start;\">A rebound for Alphabet’s overall business may arrive on or ahead of schedule. However, don’t assume that the latest AI-related news with the FAANG component is a bona fide game changer. These developments do little to improve the company’s AI-related prospects.</p><h2 style=\"text-align: start;\">GOOG Stock and the Latest AI Headlines</h2><p style=\"text-align: start;\">On April 5, Alphabet’s Google subsidiary released details about the TPU v4, one of its AI supercomputers. Namely, the company touted that this system, which uses proprietary chips, beats systems run using <strong>Nvidia’s</strong> (NASDAQ: <strong>NVDA</strong>) A100 chips in terms of computing speed.</p><p style=\"text-align: start;\">On April 6, in an interview with the <em>Wall Street Journal</em>, Alphabet CEO Sundar Pichai stated that the company plans to eventually integrate chat AI features into its flagship Google search engine. As you may recall, <strong>Microsoft</strong> (NASDAQ: <strong>MSFT</strong>) beat Alphabet to the chase in this area by quickly integrating chat AI technology from ChatGPT developer <strong>OpenAI</strong> into its Bing search engine back in February.</p><p style=\"text-align: start;\">With both these developments, it’s not a surprise that GOOG stock has moved slightly higher. In fact, it’s a bit of a surprise that GOOG hasn’t rallied on this news. Some of the headlines behind these developments have implied that Alphabet is beating Nvidia in the area of AI chips and that the company is playing serious catch-up with Microsoft in generative AI search.</p><p style=\"text-align: start;\">Then again, maybe it makes sense that this news has solicited a modestly positive reaction.</p><h2 style=\"text-align: start;\">Still an Underdog in the AI Wars</h2><p style=\"text-align: start;\">You don’t have to dig deep to figure out that the latest AI-related headlines with GOOG stock are more “nothing burger” than needle-mover. While the aforementioned news about the TPU v4 isn’t a bad thing, stating that “Google is beating Nvidia” is a bit of an exaggeration.</p><p style=\"text-align: start;\">As critics are quick to point out, while the company’s in-house graphic processing units (or GPUs) outperform the A100 GPU, Nvidia now has a new AI GPU (the H100), which has exponentially greater computing power than the A100, not to mention Google’s chips. In short, the company is bragging that its system can beat yesterday’s technology, not today’s technology.</p><p style=\"text-align: start;\">When it comes to the integration of generative AI features into Google search, an important caveat is that, while stating a launch is forthcoming, Pichai did not offer a specific launch date.</p><p style=\"text-align: start;\">After the poorly-received public unveiling of the AI platform that will provide these features (Bard), the company may be looking to fine-tune it before it goes live on its most widely-used online property. It may be a while before this technology starts to make a difference with regard to Alphabet’s overall financial performance.</p><h2 style=\"text-align: start;\">The Takeaway</h2><p style=\"text-align: start;\">Not only will it take time for generative AI to have an impact on the performance of Google Search. It’s not certain that integrating this technology will improve the profitability of the platform.</p><p style=\"text-align: start;\">At best, it may merely enable Google to minimize market share losses to Bing. At worst, between increased competition bringing down search ad rates, and generative AI’s computing requirements raising search costs, this technological breakthrough could be detrimental to the profit margins of Alphabet’s main cash cow.</p><p style=\"text-align: start;\">Don’t get me wrong. GOOG may have room to head higher over the next twelve months. Again, the economic environment could improve for tech. Coupled with Alphabet’s aggressive cost-cutting measures, this could result in a big earnings rebound.</p><p style=\"text-align: start;\">However, when it comes to the longer-term bull case, which hinges more heavily on AI, a lot remains up in the air for GOOG stock.</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>The Latest AI News Doesn’t Change the GOOG Stock Story</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\">\nThe Latest AI News Doesn’t Change the GOOG Stock Story\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/goog-stock-latest-ai-news-doesnt-change-the-story/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google’s parent Alphabet (GOOG,GOOGL) has made two high-profile AI-related announcements.However, this has only elicited a modestly-positive reaction among investors, and for good reason.Taking a ...</p>\n\n<a href=\"https://investorplace.com/2023/04/goog-stock-latest-ai-news-doesnt-change-the-story/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2023/04/goog-stock-latest-ai-news-doesnt-change-the-story/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120418153","content_text":"Google’s parent Alphabet (GOOG,GOOGL) has made two high-profile AI-related announcements.However, this has only elicited a modestly-positive reaction among investors, and for good reason.Taking a closer look at both development, neither one really changes the tech giant’s prospects in the AI warsAfter rallying last month, Google parent Alphabet (NASDAQ: GOOG, GOOGL) has continued to hold up thus far in April. Other tech stocks have delivered a similar performance, but it may be a few company-related developments that are keeping GOOG stock on an upwards trajectory.In the past week, the tech giant has made two announcements related to how it plans to capitalize on the artificial intelligence (or AI) megatrend.To some, these developments may signal higher prices ahead. Coupled with a tech sector rebound, it may seem possible that AI could result in an even greater earnings comeback over the next year.A rebound for Alphabet’s overall business may arrive on or ahead of schedule. However, don’t assume that the latest AI-related news with the FAANG component is a bona fide game changer. These developments do little to improve the company’s AI-related prospects.GOOG Stock and the Latest AI HeadlinesOn April 5, Alphabet’s Google subsidiary released details about the TPU v4, one of its AI supercomputers. Namely, the company touted that this system, which uses proprietary chips, beats systems run using Nvidia’s (NASDAQ: NVDA) A100 chips in terms of computing speed.On April 6, in an interview with the Wall Street Journal, Alphabet CEO Sundar Pichai stated that the company plans to eventually integrate chat AI features into its flagship Google search engine. As you may recall, Microsoft (NASDAQ: MSFT) beat Alphabet to the chase in this area by quickly integrating chat AI technology from ChatGPT developer OpenAI into its Bing search engine back in February.With both these developments, it’s not a surprise that GOOG stock has moved slightly higher. In fact, it’s a bit of a surprise that GOOG hasn’t rallied on this news. Some of the headlines behind these developments have implied that Alphabet is beating Nvidia in the area of AI chips and that the company is playing serious catch-up with Microsoft in generative AI search.Then again, maybe it makes sense that this news has solicited a modestly positive reaction.Still an Underdog in the AI WarsYou don’t have to dig deep to figure out that the latest AI-related headlines with GOOG stock are more “nothing burger” than needle-mover. While the aforementioned news about the TPU v4 isn’t a bad thing, stating that “Google is beating Nvidia” is a bit of an exaggeration.As critics are quick to point out, while the company’s in-house graphic processing units (or GPUs) outperform the A100 GPU, Nvidia now has a new AI GPU (the H100), which has exponentially greater computing power than the A100, not to mention Google’s chips. In short, the company is bragging that its system can beat yesterday’s technology, not today’s technology.When it comes to the integration of generative AI features into Google search, an important caveat is that, while stating a launch is forthcoming, Pichai did not offer a specific launch date.After the poorly-received public unveiling of the AI platform that will provide these features (Bard), the company may be looking to fine-tune it before it goes live on its most widely-used online property. It may be a while before this technology starts to make a difference with regard to Alphabet’s overall financial performance.The TakeawayNot only will it take time for generative AI to have an impact on the performance of Google Search. It’s not certain that integrating this technology will improve the profitability of the platform.At best, it may merely enable Google to minimize market share losses to Bing. At worst, between increased competition bringing down search ad rates, and generative AI’s computing requirements raising search costs, this technological breakthrough could be detrimental to the profit margins of Alphabet’s main cash cow.Don’t get me wrong. GOOG may have room to head higher over the next twelve months. Again, the economic environment could improve for tech. Coupled with Alphabet’s aggressive cost-cutting measures, this could result in a big earnings rebound.However, when it comes to the longer-term bull case, which hinges more heavily on AI, a lot remains up in the air for GOOG stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986013566,"gmtCreate":1666849067656,"gmtModify":1676537816638,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good to know hehe","listText":"Good to know hehe","text":"Good to know hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986013566","repostId":"1191968759","repostType":2,"repost":{"id":"1191968759","pubTimestamp":1666842903,"share":"https://www.laohu8.com/m/news/1191968759?lang=&edition=full","pubTime":"2022-10-27 11:55","market":"us","language":"en","title":"The 3 Hottest Stocks to Watch This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1191968759","media":"InvestorPlace","summary":"These three earnings reports are among the most important for investors to pay attention to.Apple(AA","content":"<html><head></head><body><ul><li>These three earnings reports are among the most important for investors to pay attention to.</li><li><b>Apple</b>(<b>AAPL</b>): All eyes will be on the company’s iPhone 14 sales.</li><li><b>Amazon</b>(<b>AMZN</b>): About 63% of Americans are living paycheck to paycheck.</li><li><b>Exxon Mobil</b>(<b>XOM</b>): Oil giant in prime position to give more money back to shareholders.</li></ul><p>Much like the first half of the year, the second half started out just as rough. However, there are still top stocks to watch. As inflation remains stubbornly high, consumers are struggling. Nearly63% of Americans are now living paycheck to paycheck. Thus, there are clear recession fears brewing. This is based mainly on the fear that the Federal Reserve may be getting far too aggressive with interest rate hikes. That said, there are expectations the Fed may be backing off of its aggressive stance, as to avoid pushing the economy over the edge.</p><p>The world is still dealing with the Russia-Ukraine war. TheInternational Monetary Fundis warning of a global recession. Chinaimposed lockdownsto fight the coronavirus. In short, the world is dealing with a slow-motion train wreck that could get worse before it gets better.</p><p>Earnings season is also under way. While top stocks to watch, such as <b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>), <b>Visa</b>(NYSE:<b><u>V</u></b>), <b>Chipotle</b>(NYSE:<b><u>CMG</u></b>), <b>General Electric</b>(NYSE:<b><u>GE</u></b>), <b>General Motors</b>(NYSE:<b><u>GM</u></b>) and dozens more beat earnings, some big names such as <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) dipped on its cloud growth miss and weak guidance. Even <b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>) just slipped on a disappointing earnings report.</p><p>We’ll also get earnings from these market-moving heavyweights, too.</p><p><b>Apple (AAPL)</b></p><p>One of the top stocks to watch is <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), which will post its fourth quarter earnings on Oct. 27. In this report, all eyes will be on its iPhone 14 sales.</p><p>Investors want to see if the latest release is on pace for a solid growth cycle, or if global macro issues have started to weigh down demand. At the moment, the Street is looking for earnings per share of $1.27 on sales of $88.79 million.</p><p><b>Deutsche Bank</b>(NYSE:<b>DB</b>) analyst Sidney Ho expects Apple earnings to be in line with expectations. In addition, as noted byTheFly.com, “Ho thinks [Apple’s] slower growth is already anticipated by the market, especially given recent media reports suggesting Apple is cutting iPhone orders and the stock pulling back 20% from the August peak. He also believes the company’s ‘strong balance sheet will shine in the current environment,’ supporting its dividend payments and share repurchases totaling $100B annually.”</p><p><b>Morgan Stanley</b>(NYSE:<b>MS</b>) analyst Eric Woodring sees Q4 revenue of $90.1 billion, and December quarter revenue of $133.7 billion. Both would be above analyst expectations. The analyst also says Apple is his top pick, reiterating an overweight rating, with a price target of $177.</p><p>After plummeting from $175 to $135, it appears most of the market’s negativity has been priced in. Unless something shocking is uncovered in the earnings report, I’d like to see the Apple stock challenge prior resistance around $162.50.</p><p><b>Amazon (AMZN)</b></p><p><b>Amazon</b>(NASDAQ:AMZN) will also release earnings on Oct. 27, and is another one of the top stocks to watch. The Street expects the company to earn 22 cents per share on sales of $127.57 billion, as compared to earnings per share of 31 cents on sales of $110.81 billion year over year. There are also concerns that falling consumer demand could have a negative impact on the report, as well. Not helping matters, we have to remember that 63% of Americans are currently living paycheck to paycheck.</p><p>Indeed, many retailers, including Amazon have had to deal with inventory issues. That would explain why Amazon held a second Prime Day shopping event this year. “The good news is the consumer is still spending,”D.A. Davidson analyst Tom Forte told MarketWatch. “The bad news is they’re not spending on e-commerce.”</p><p>We should also note Amazon took a hit earlier this week on Microsoft’s cloud news. As reported byMarketWatch.com, Microsoft’s “Azure grew 35%, a marked slowdown from growth of 40% the previous quarter and 50% a year ago, and forecasts suggests it could fall toward 30% this quarter while overall revenue guidance misses Wall Street’s expectations by more than $2 billion.” Those cloud-growth concerns quickly spread to AMZN shares earlier this week.</p><p>There’s also plenty of news around the idea that Amazon is trying to tighten its operational spending. The company already said it would slow corporate hiring in retail. It also slowed down on opening new warehouses and distribution centers with the economy the way it is. We also have to consider that consumers are likely to tighten their belts this holiday season, with sky-high inflation.</p><p><b>Exxon Mobil (XOM)</b></p><p><b>Exxon Mobil</b>(NYSE:<b>XOM</b>) will post Q3 2022 earnings on Oct. 28. With the recent wild ride higher in the energy sector, companies like Exxon are generating record free cash flows, says analysts at<i>TipRanks.com</i>.They added, “Based on where oil and gas prices hovered during Q3, consensus earnings-per-share estimates point toward $3.81, implying a massive ~141% increase compared to last year, though slightly lower quarter-over-quarter as commodity prices did ease sequentially. Still, Q3 should be a massive quarter for Exxon.”</p><p>The company is also in a prime position to give more money back to shareholders. Exxon already increased its dividend to $15 billion, or $3.52 a share, which could rise further in the coming quarters. In addition, Exxon Mobil said its operating profit could come in around $11 billion from $6.7 billion year over year. Analysts also expect Exxon to pump out earnings per share of $3.80 on sales of $104.6 billion.</p><p>While that all sounds like great news, I do have to point out that XOM is technically overbought on RSI, MACD, and Williams’ %R. I’d wait to buy XOM stock on future pullbacks.</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>The 3 Hottest Stocks to Watch This Earnings Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 3 Hottest Stocks to Watch This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are ...</p>\n\n<a href=\"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191968759","content_text":"These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are living paycheck to paycheck.Exxon Mobil(XOM): Oil giant in prime position to give more money back to shareholders.Much like the first half of the year, the second half started out just as rough. However, there are still top stocks to watch. As inflation remains stubbornly high, consumers are struggling. Nearly63% of Americans are now living paycheck to paycheck. Thus, there are clear recession fears brewing. This is based mainly on the fear that the Federal Reserve may be getting far too aggressive with interest rate hikes. That said, there are expectations the Fed may be backing off of its aggressive stance, as to avoid pushing the economy over the edge.The world is still dealing with the Russia-Ukraine war. TheInternational Monetary Fundis warning of a global recession. Chinaimposed lockdownsto fight the coronavirus. In short, the world is dealing with a slow-motion train wreck that could get worse before it gets better.Earnings season is also under way. While top stocks to watch, such as Coca-Cola(NYSE:KO), Visa(NYSE:V), Chipotle(NYSE:CMG), General Electric(NYSE:GE), General Motors(NYSE:GM) and dozens more beat earnings, some big names such as Microsoft(NASDAQ:MSFT) dipped on its cloud growth miss and weak guidance. Even Alphabet(NASDAQ:GOOGL) just slipped on a disappointing earnings report.We’ll also get earnings from these market-moving heavyweights, too.Apple (AAPL)One of the top stocks to watch is Apple(NASDAQ:AAPL), which will post its fourth quarter earnings on Oct. 27. In this report, all eyes will be on its iPhone 14 sales.Investors want to see if the latest release is on pace for a solid growth cycle, or if global macro issues have started to weigh down demand. At the moment, the Street is looking for earnings per share of $1.27 on sales of $88.79 million.Deutsche Bank(NYSE:DB) analyst Sidney Ho expects Apple earnings to be in line with expectations. In addition, as noted byTheFly.com, “Ho thinks [Apple’s] slower growth is already anticipated by the market, especially given recent media reports suggesting Apple is cutting iPhone orders and the stock pulling back 20% from the August peak. He also believes the company’s ‘strong balance sheet will shine in the current environment,’ supporting its dividend payments and share repurchases totaling $100B annually.”Morgan Stanley(NYSE:MS) analyst Eric Woodring sees Q4 revenue of $90.1 billion, and December quarter revenue of $133.7 billion. Both would be above analyst expectations. The analyst also says Apple is his top pick, reiterating an overweight rating, with a price target of $177.After plummeting from $175 to $135, it appears most of the market’s negativity has been priced in. Unless something shocking is uncovered in the earnings report, I’d like to see the Apple stock challenge prior resistance around $162.50.Amazon (AMZN)Amazon(NASDAQ:AMZN) will also release earnings on Oct. 27, and is another one of the top stocks to watch. The Street expects the company to earn 22 cents per share on sales of $127.57 billion, as compared to earnings per share of 31 cents on sales of $110.81 billion year over year. There are also concerns that falling consumer demand could have a negative impact on the report, as well. Not helping matters, we have to remember that 63% of Americans are currently living paycheck to paycheck.Indeed, many retailers, including Amazon have had to deal with inventory issues. That would explain why Amazon held a second Prime Day shopping event this year. “The good news is the consumer is still spending,”D.A. Davidson analyst Tom Forte told MarketWatch. “The bad news is they’re not spending on e-commerce.”We should also note Amazon took a hit earlier this week on Microsoft’s cloud news. As reported byMarketWatch.com, Microsoft’s “Azure grew 35%, a marked slowdown from growth of 40% the previous quarter and 50% a year ago, and forecasts suggests it could fall toward 30% this quarter while overall revenue guidance misses Wall Street’s expectations by more than $2 billion.” Those cloud-growth concerns quickly spread to AMZN shares earlier this week.There’s also plenty of news around the idea that Amazon is trying to tighten its operational spending. The company already said it would slow corporate hiring in retail. It also slowed down on opening new warehouses and distribution centers with the economy the way it is. We also have to consider that consumers are likely to tighten their belts this holiday season, with sky-high inflation.Exxon Mobil (XOM)Exxon Mobil(NYSE:XOM) will post Q3 2022 earnings on Oct. 28. With the recent wild ride higher in the energy sector, companies like Exxon are generating record free cash flows, says analysts atTipRanks.com.They added, “Based on where oil and gas prices hovered during Q3, consensus earnings-per-share estimates point toward $3.81, implying a massive ~141% increase compared to last year, though slightly lower quarter-over-quarter as commodity prices did ease sequentially. Still, Q3 should be a massive quarter for Exxon.”The company is also in a prime position to give more money back to shareholders. Exxon already increased its dividend to $15 billion, or $3.52 a share, which could rise further in the coming quarters. In addition, Exxon Mobil said its operating profit could come in around $11 billion from $6.7 billion year over year. Analysts also expect Exxon to pump out earnings per share of $3.80 on sales of $104.6 billion.While that all sounds like great news, I do have to point out that XOM is technically overbought on RSI, MACD, and Williams’ %R. I’d wait to buy XOM stock on future pullbacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907261827,"gmtCreate":1660199189371,"gmtModify":1703479030090,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"To the moon I guess","listText":"To the moon I guess","text":"To the moon I guess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907261827","repostId":"2258291275","repostType":2,"repost":{"id":"2258291275","pubTimestamp":1660180913,"share":"https://www.laohu8.com/m/news/2258291275?lang=&edition=full","pubTime":"2022-08-11 09:21","market":"us","language":"en","title":"3 Reasons to Buy Apple Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2258291275","media":"Motley Fool","summary":"The tech company hasn't said its last word just yet.","content":"<html><head></head><body><p>Is there more fuel left in <b>Apple</b>&#39;s growth engine? Because the company has already delivered market-beating returns for years and is near the top of the exclusive group of trillion-dollar companies, some investors are wondering if it&#39;s time to cash in. Others still see signs that Apple isn&#39;t done growing just yet.</p><p>The Silicon Valley giant produced more evidence of its still-solid prospects when it released its latest quarterly update late last month. In it were clues that there are at least three reasons to think Apple isn&#39;t done growing yet and there is still time to get in on outsized returns. Let&#39;s take a look at those reasons.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d707ca46aab73e16e1d024655ca86c8\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>AAPL data by YCharts</span></p><h2>1. Despite economic headwinds, Apple is managing to do well</h2><p>Fears of a coming (or already present) recession are not unfounded, and inflation is eroding wage gains and savings. In a macroeconomic environment such as this, consumers tend to hold off spending on things they may want but don&#39;t need. That could easily describe many of Apple&#39;s products. A new smartphone is nice, as is a sleek pair of Bluetooth headphones. In reality, no one <i>needs</i> brand new versions of those things that often sell for well-above-average prices.</p><p>This would suggest Apple is going to have a rough go of it. And while these challenging headwinds have certainly impacted its earnings, the tech giant is managing surprisingly well. In its latest quarterly update (the third quarter of its fiscal year 2022, ending on June 25), Apple&#39;s net sales were up by about 2% year over year to $83 billion.</p><p>This modest top-line growth amid the issues Apple is battling is commendable. Apple&#39;s earnings per share did decrease to $1.20, down from the $1.30 reported during the year-ago period. Rising costs and expenses, partly due to inflation, may have played a role here. Still, overall, Apple&#39;s results were pretty solid. The company owed much of this success to its signature device, the iPhone.</p><h2>2. Long live the iPhone</h2><p>Apple&#39;s iPhone has been its major source of revenue for over a decade now. It arguably no longer generates the buzz it once did; the tech industry used to stop everything and listen every time Apple would announce a new version of its prized device. But demand for the iPhone remains strong. During Apple&#39;s third quarter, revenue from this segment rose 2.8% to $40.7 billion.</p><p>According to CEO Tim Cook, &#34;Looking at the data on iPhone for the June quarter, there&#39;s not obvious evidence in there that there&#39;s a macroeconomic headwind. I&#39;m not saying that there&#39;s not one. I&#39;m saying that the data doesn&#39;t show it where we can clearly see that in the Wearables, Home and Accessories area.&#34;</p><p>Selling more iPhones isn&#39;t just a matter of generating revenue for Apple. It also helps the company grow its installed base, provided a customer not previously part of Apple&#39;s network purchases a new device. That seems to be at least part of the story, as Apple reported that its installed base reached all-time highs across all its products during its latest quarter.</p><p>The long-run implications of these developments are significant. The more people are plugged into Apple&#39;s services network, the more it can monetize these users, and the more it can grow its services revenue. During Apple&#39;s third quarter, the tech giant&#39;s services segment grew faster than the rest of its business, recording total sales of $19.6 billion, 12.1% higher than the year-ago period.</p><h2>3. Margins are making a difference for Apple</h2><p>A key advantage of Apple&#39;s services segment is its higher margins. Although the services segment is still far behind in sales, Apple has made a concerted effort over the years to improve its margins, and this unit has helped these initiatives. During its third quarter, Apple&#39;s products business recorded a gross margin of 34.5%, down 1.5 percentage points compared to the year-ago period.</p><p>However, the company&#39;s services segment saw its margins improve from 69.8% to 71.5%. That helped Apple&#39;s total gross margin remain flat year over year at 43.3%. Investors should look for Apple&#39;s margins to continue improving thanks to its services unit that is growing in importance.</p><h2>Buy Apple and forget</h2><p>Like the rest of the world, Apple is dealing with serious issues at the moment. But the company is not breaking under the weight of its (likely temporary) challenges -- not by a long shot. The customer loyalty it has built over the years is helping it grow sales, especially those of the iPhone. Apple boasts a valuable brand name that is second to none, be it in the technology sector or elsewhere.</p><p>Apple&#39;s services business is positively impacting the company&#39;s margins in a dynamic that will continue for many years. Overall, Apple still looks like an excellent long-term bet for patient investors. No wonder it is one of Warren Buffett&#39;s favorite stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Apple Stock Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Apple Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/10/3-reasons-to-buy-apple-stock-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is there more fuel left in Apple's growth engine? Because the company has already delivered market-beating returns for years and is near the top of the exclusive group of trillion-dollar companies, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/10/3-reasons-to-buy-apple-stock-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/08/10/3-reasons-to-buy-apple-stock-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258291275","content_text":"Is there more fuel left in Apple's growth engine? Because the company has already delivered market-beating returns for years and is near the top of the exclusive group of trillion-dollar companies, some investors are wondering if it's time to cash in. Others still see signs that Apple isn't done growing just yet.The Silicon Valley giant produced more evidence of its still-solid prospects when it released its latest quarterly update late last month. In it were clues that there are at least three reasons to think Apple isn't done growing yet and there is still time to get in on outsized returns. Let's take a look at those reasons.AAPL data by YCharts1. Despite economic headwinds, Apple is managing to do wellFears of a coming (or already present) recession are not unfounded, and inflation is eroding wage gains and savings. In a macroeconomic environment such as this, consumers tend to hold off spending on things they may want but don't need. That could easily describe many of Apple's products. A new smartphone is nice, as is a sleek pair of Bluetooth headphones. In reality, no one needs brand new versions of those things that often sell for well-above-average prices.This would suggest Apple is going to have a rough go of it. And while these challenging headwinds have certainly impacted its earnings, the tech giant is managing surprisingly well. In its latest quarterly update (the third quarter of its fiscal year 2022, ending on June 25), Apple's net sales were up by about 2% year over year to $83 billion.This modest top-line growth amid the issues Apple is battling is commendable. Apple's earnings per share did decrease to $1.20, down from the $1.30 reported during the year-ago period. Rising costs and expenses, partly due to inflation, may have played a role here. Still, overall, Apple's results were pretty solid. The company owed much of this success to its signature device, the iPhone.2. Long live the iPhoneApple's iPhone has been its major source of revenue for over a decade now. It arguably no longer generates the buzz it once did; the tech industry used to stop everything and listen every time Apple would announce a new version of its prized device. But demand for the iPhone remains strong. During Apple's third quarter, revenue from this segment rose 2.8% to $40.7 billion.According to CEO Tim Cook, \"Looking at the data on iPhone for the June quarter, there's not obvious evidence in there that there's a macroeconomic headwind. I'm not saying that there's not one. I'm saying that the data doesn't show it where we can clearly see that in the Wearables, Home and Accessories area.\"Selling more iPhones isn't just a matter of generating revenue for Apple. It also helps the company grow its installed base, provided a customer not previously part of Apple's network purchases a new device. That seems to be at least part of the story, as Apple reported that its installed base reached all-time highs across all its products during its latest quarter.The long-run implications of these developments are significant. The more people are plugged into Apple's services network, the more it can monetize these users, and the more it can grow its services revenue. During Apple's third quarter, the tech giant's services segment grew faster than the rest of its business, recording total sales of $19.6 billion, 12.1% higher than the year-ago period.3. Margins are making a difference for AppleA key advantage of Apple's services segment is its higher margins. Although the services segment is still far behind in sales, Apple has made a concerted effort over the years to improve its margins, and this unit has helped these initiatives. During its third quarter, Apple's products business recorded a gross margin of 34.5%, down 1.5 percentage points compared to the year-ago period.However, the company's services segment saw its margins improve from 69.8% to 71.5%. That helped Apple's total gross margin remain flat year over year at 43.3%. Investors should look for Apple's margins to continue improving thanks to its services unit that is growing in importance.Buy Apple and forgetLike the rest of the world, Apple is dealing with serious issues at the moment. But the company is not breaking under the weight of its (likely temporary) challenges -- not by a long shot. The customer loyalty it has built over the years is helping it grow sales, especially those of the iPhone. Apple boasts a valuable brand name that is second to none, be it in the technology sector or elsewhere.Apple's services business is positively impacting the company's margins in a dynamic that will continue for many years. Overall, Apple still looks like an excellent long-term bet for patient investors. No wonder it is one of Warren Buffett's favorite stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902791813,"gmtCreate":1659751364834,"gmtModify":1703750347971,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yup look see look see","listText":"Yup look see look see","text":"Yup look see look see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902791813","repostId":"1113488083","repostType":2,"repost":{"id":"1113488083","pubTimestamp":1659757680,"share":"https://www.laohu8.com/m/news/1113488083?lang=&edition=full","pubTime":"2022-08-06 11:48","market":"us","language":"en","title":"5 Top Stocks Cathie Wood Bought This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1113488083","media":"InvestorPlace","summary":"Cathie Wood believes the U.S. is currently undergoing a recession.However, she also believes that gr","content":"<html><head></head><body><ul><li>Cathie Wood believes the U.S. is currently undergoing a recession.</li><li>However, she also believes that growth stocks have bottomed, while inflation has peaked.</li><li>Shares of her flagship fund, the <b>ARK Innovation ETF</b>(<b><u>ARKK</u></b>), are down over 40% year to date.</li></ul><p>Cathie Wood’s exchange-traded funds (ETFs) received a breath of fresh air this week. The <b>ARK Innovation ETF</b>(NYSEMKT:<b><u>ARKK</u></b>) ended the period up over 12%.</p><p>Wood did admit that she believes the U.S. is currently in a recession. However, the ETF manager also believes that growth stocks have bottomed, while inflation has peaked. She said:</p><blockquote>Typically, growth stocks will outperform as we move towards the end of a bear market and the end of a recession because they are the new leadership. It looks like we bottomed on an intraday basis based on our flagship strategy on May 12.</blockquote><p>The end of a bear market would prove advantageous for ARKK, as the ETF is down 48% year to date (YTD). With that in mind, let’s take a look at the top stocks Wood purchased this week.</p><p><b>5 Top Stocks Cathie Wood Bought This Week</b></p><p><b>1. Teladoc (TDOC)</b></p><p>Similar to last week, Wood has continued her purchases of <b>Teladoc</b>(NYSE:<b><u>TDOC</u></b>). On Aug. 2, she purchased 77,799 shares of TDOC through four of her ETFs. After the purchases, Ark Invest now owns a total of 18.57 million shares, making it the fifth-largest position among all Ark ETFs. Furthermore, <i>Cathie’s Ark</i> reports that Ark Invest owns 11.48% of all TDOC shares outstanding.</p><p>The purchase comes after the telehealth provider reported earnings. Most notable was a $3 billion impairment charge that caused an earnings per share loss of $19.22. The impairment charge was attributed to the company’s$18.5 billion purchase of Livongo in late 2020.</p><p>Still, rising monkeypox cases across the nation may act as a positive catalyst for Teladoc. In the event of a lockdown or a recommendation to stay indoors, TDOC should see significant gains.</p><p><b>2. Markforged (MKFG)</b></p><p>From Aug. 1 to Aug. 4, Wood purchased 417,345 shares of <b>Markforged</b>(NYSE:<b><u>MKFG</u></b>) through two of her ETFs. These purchases may be seen as a bet toward positive earnings, as the company will report financial results on Aug. 11. Analysts are expecting revenue of $22.46 million and an EPS loss of 9 cents. The revenue estimate would imply year-over-year (YOY) growth of 10%.</p><p>Markforged is a 3D printingand materials company. The company also offers software to enhance and improve the 3D printing process. In July, Markforged announced that it had acquired Digital Metal. Digital owns a binder jetting solution, which will improve Markforged’s “capabilities into high-throughput production of metal additive parts.” In addition, the acquisition will help MKFG scale its additive manufacturing technology.</p><p><b>3. Pacific Biosciences (PACB)</b></p><p><b>Pacific Biosciences</b>(NASDAQ:<b>PACB</b>) engages in the development and sales of a genetic analysis platform.  On Aug. 4, ARKK purchased 113,483 shares of PACB, while the <b>ARK Genomic Revolution ETF</b>(BATS:<b><u>ARKG</u></b>) purchased 98,284 shares. The purchases came one day after Pacific released itsQ2 earnings. Since then, shares of PACB are up over 10%, and finished the week higher by over 30%.</p><p>The company reported revenue of $35.5 million, up 16% YOY. Of the revenue, $15.6 million was attributable to instrument sales, $14.6 million to consumables, and $5.3 to services and other revenue.</p><p>Meanwhile, Pacific delivered 36 of its Sequel II/IIe systems, compared with 38 deliveries a year ago. Still, profitability remains an issue, as the company reported a net loss of $71.4 million, up from $41 million YOY. However, investors were clearly unfazed as evidenced by the following price action.</p><p><b>4. EXACT Sciences (EXAS)</b></p><p>On Aug. 3-4, ARKK purchased 48,434 shares of <b>EXACT Sciences</b>(NASDAQ:<b><u>EXAS</u></b>). After the purchases, EXAS is now ARKG’slargest portfolio holding. This came after the company reported its earnings on Aug. 2. As a result, investors can assume that Wood was impressed by the financial results. Upon earnings, shares of EXAS fell lower but have since recovered some of its losses.</p><p>The molecular diagnostics company reported revenue of$522 million, beating the consensus analyst revenue estimate of below $500 million. Sales of the Cologuard test for colon cancer grew by about 30% and was the major contributor to revenue. However, EXAS fell lower after the company lowered its full-year revenue guidance. Revenue is now expected to be between $1.98 billion and $2.02 billion. The previous guidance called for revenue between $1.98 billion and $2.03 billion. Precision oncology guidance was also lowered, while guidance for screening revenue remained constant.</p><p><b>5. Personalis (PSNL)</b></p><p>Similar to her PACB purchase, Wood purchased shares of <b>Personalis</b>(NASDAQ:<b><u>PSNL</u></b>) before the company reported earnings on Aug. 3 after the market close. She purchased 20,386 shares on the day of earnings and 28,048 shares the following day. Since the close on Aug. 3, shares of PSNL are up over 10%.</p><p>Personal is supports the development of personalized cancer vaccines through genomic sequencing and analysis. For Q2, the company posted revenue of$18.24 million, down from $21.67 million a year ago. Still, revenue beat the <i>Zacks</i> consensus estimate by over 20%. On top of that, EPS came in at a loss of 60 cents, which beat the estimate of a loss of 63 cents as well. In the past four quarters, Personalis has exceeded EPS estimates two times.</p><p>Shares of PSNL closed the day higher by over 10%.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks Cathie Wood Bought This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Stocks Cathie Wood Bought This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/5-top-stocks-cathie-wood-bought-this-week-exas-tdoc-mkfg/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood believes the U.S. is currently undergoing a recession.However, she also believes that growth stocks have bottomed, while inflation has peaked.Shares of her flagship fund, the ARK ...</p>\n\n<a href=\"https://investorplace.com/2022/08/5-top-stocks-cathie-wood-bought-this-week-exas-tdoc-mkfg/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","PACB":"Pacific Biosciences of Californi","PSNL":"Personalis","MKFG":"Markforged Holding Corporation","EXAS":"精密科学"},"source_url":"https://investorplace.com/2022/08/5-top-stocks-cathie-wood-bought-this-week-exas-tdoc-mkfg/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113488083","content_text":"Cathie Wood believes the U.S. is currently undergoing a recession.However, she also believes that growth stocks have bottomed, while inflation has peaked.Shares of her flagship fund, the ARK Innovation ETF(ARKK), are down over 40% year to date.Cathie Wood’s exchange-traded funds (ETFs) received a breath of fresh air this week. The ARK Innovation ETF(NYSEMKT:ARKK) ended the period up over 12%.Wood did admit that she believes the U.S. is currently in a recession. However, the ETF manager also believes that growth stocks have bottomed, while inflation has peaked. She said:Typically, growth stocks will outperform as we move towards the end of a bear market and the end of a recession because they are the new leadership. It looks like we bottomed on an intraday basis based on our flagship strategy on May 12.The end of a bear market would prove advantageous for ARKK, as the ETF is down 48% year to date (YTD). With that in mind, let’s take a look at the top stocks Wood purchased this week.5 Top Stocks Cathie Wood Bought This Week1. Teladoc (TDOC)Similar to last week, Wood has continued her purchases of Teladoc(NYSE:TDOC). On Aug. 2, she purchased 77,799 shares of TDOC through four of her ETFs. After the purchases, Ark Invest now owns a total of 18.57 million shares, making it the fifth-largest position among all Ark ETFs. Furthermore, Cathie’s Ark reports that Ark Invest owns 11.48% of all TDOC shares outstanding.The purchase comes after the telehealth provider reported earnings. Most notable was a $3 billion impairment charge that caused an earnings per share loss of $19.22. The impairment charge was attributed to the company’s$18.5 billion purchase of Livongo in late 2020.Still, rising monkeypox cases across the nation may act as a positive catalyst for Teladoc. In the event of a lockdown or a recommendation to stay indoors, TDOC should see significant gains.2. Markforged (MKFG)From Aug. 1 to Aug. 4, Wood purchased 417,345 shares of Markforged(NYSE:MKFG) through two of her ETFs. These purchases may be seen as a bet toward positive earnings, as the company will report financial results on Aug. 11. Analysts are expecting revenue of $22.46 million and an EPS loss of 9 cents. The revenue estimate would imply year-over-year (YOY) growth of 10%.Markforged is a 3D printingand materials company. The company also offers software to enhance and improve the 3D printing process. In July, Markforged announced that it had acquired Digital Metal. Digital owns a binder jetting solution, which will improve Markforged’s “capabilities into high-throughput production of metal additive parts.” In addition, the acquisition will help MKFG scale its additive manufacturing technology.3. Pacific Biosciences (PACB)Pacific Biosciences(NASDAQ:PACB) engages in the development and sales of a genetic analysis platform.  On Aug. 4, ARKK purchased 113,483 shares of PACB, while the ARK Genomic Revolution ETF(BATS:ARKG) purchased 98,284 shares. The purchases came one day after Pacific released itsQ2 earnings. Since then, shares of PACB are up over 10%, and finished the week higher by over 30%.The company reported revenue of $35.5 million, up 16% YOY. Of the revenue, $15.6 million was attributable to instrument sales, $14.6 million to consumables, and $5.3 to services and other revenue.Meanwhile, Pacific delivered 36 of its Sequel II/IIe systems, compared with 38 deliveries a year ago. Still, profitability remains an issue, as the company reported a net loss of $71.4 million, up from $41 million YOY. However, investors were clearly unfazed as evidenced by the following price action.4. EXACT Sciences (EXAS)On Aug. 3-4, ARKK purchased 48,434 shares of EXACT Sciences(NASDAQ:EXAS). After the purchases, EXAS is now ARKG’slargest portfolio holding. This came after the company reported its earnings on Aug. 2. As a result, investors can assume that Wood was impressed by the financial results. Upon earnings, shares of EXAS fell lower but have since recovered some of its losses.The molecular diagnostics company reported revenue of$522 million, beating the consensus analyst revenue estimate of below $500 million. Sales of the Cologuard test for colon cancer grew by about 30% and was the major contributor to revenue. However, EXAS fell lower after the company lowered its full-year revenue guidance. Revenue is now expected to be between $1.98 billion and $2.02 billion. The previous guidance called for revenue between $1.98 billion and $2.03 billion. Precision oncology guidance was also lowered, while guidance for screening revenue remained constant.5. Personalis (PSNL)Similar to her PACB purchase, Wood purchased shares of Personalis(NASDAQ:PSNL) before the company reported earnings on Aug. 3 after the market close. She purchased 20,386 shares on the day of earnings and 28,048 shares the following day. Since the close on Aug. 3, shares of PSNL are up over 10%.Personal is supports the development of personalized cancer vaccines through genomic sequencing and analysis. For Q2, the company posted revenue of$18.24 million, down from $21.67 million a year ago. Still, revenue beat the Zacks consensus estimate by over 20%. On top of that, EPS came in at a loss of 60 cents, which beat the estimate of a loss of 63 cents as well. In the past four quarters, Personalis has exceeded EPS estimates two times.Shares of PSNL closed the day higher by over 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075515124,"gmtCreate":1658224625568,"gmtModify":1676536124433,"author":{"id":"4111842224562182","authorId":"4111842224562182","name":"DailyTrader7","avatar":"https://community-static.tradeup.com/news/221e86f826e5d51d2c15d2af518a6f07","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice try EM","listText":"Nice try EM","text":"Nice try EM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075515124","repostId":"1126892407","repostType":2,"repost":{"id":"1126892407","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1658224895,"share":"https://www.laohu8.com/m/news/1126892407?lang=&edition=full","pubTime":"2022-07-19 18:01","market":"us","language":"en","title":"Elon Musk Says He Has \"Already\" Uploaded His Brain To The Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=1126892407","media":"Benzinga","summary":"Tesla Inc CEO Elon Musk said he has already talked to a virtual version of himself after uploading h","content":"<html><head></head><body><p><b>Tesla Inc</b> CEO <b>Elon Musk</b> said he has already talked to a virtual version of himself after uploading his brain to the cloud.</p><p><b>What Happened:</b>“Already did it,” said Musk on <b>Twitter Inc</b>, in response to a question from <b>Dogecoin</b> founder <b>Billy Markus.</b></p><p><img src=\"https://static.tigerbbs.com/2fd3ecbad63d0afded6fb043a49d0826\" tg-width=\"830\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Musk was presumably referring to his neurotechnology company, <b>Neuralink,</b> which is working on developing a brain-computer interface. The device would allow a computer to translate a person’s thoughts into action, allowing them to perform actions like typing and pressing buttons by merely thinking of them.</p><p>Earlier this year, Fortune reported that, according to Musk, these devices would allow information to be beamed from the computer back into the brain.</p><p>Neuralink is yet to receive FDA approval, but Musk had previously stated that the company plans to start implanting computer chips in human brains by 2022.</p><p>The Neuralink and SpaceX CEO also said that the device would be important for the human species to “figure out” how to coexist with advanced artificial intelligence.</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>Elon Musk Says He Has \"Already\" Uploaded His Brain To The Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Says He Has \"Already\" Uploaded His Brain To The Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-19 18:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Tesla Inc</b> CEO <b>Elon Musk</b> said he has already talked to a virtual version of himself after uploading his brain to the cloud.</p><p><b>What Happened:</b>“Already did it,” said Musk on <b>Twitter Inc</b>, in response to a question from <b>Dogecoin</b> founder <b>Billy Markus.</b></p><p><img src=\"https://static.tigerbbs.com/2fd3ecbad63d0afded6fb043a49d0826\" tg-width=\"830\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Musk was presumably referring to his neurotechnology company, <b>Neuralink,</b> which is working on developing a brain-computer interface. The device would allow a computer to translate a person’s thoughts into action, allowing them to perform actions like typing and pressing buttons by merely thinking of them.</p><p>Earlier this year, Fortune reported that, according to Musk, these devices would allow information to be beamed from the computer back into the brain.</p><p>Neuralink is yet to receive FDA approval, but Musk had previously stated that the company plans to start implanting computer chips in human brains by 2022.</p><p>The Neuralink and SpaceX CEO also said that the device would be important for the human species to “figure out” how to coexist with advanced artificial intelligence.</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":"1126892407","content_text":"Tesla Inc CEO Elon Musk said he has already talked to a virtual version of himself after uploading his brain to the cloud.What Happened:“Already did it,” said Musk on Twitter Inc, in response to a question from Dogecoin founder Billy Markus.Musk was presumably referring to his neurotechnology company, Neuralink, which is working on developing a brain-computer interface. The device would allow a computer to translate a person’s thoughts into action, allowing them to perform actions like typing and pressing buttons by merely thinking of them.Earlier this year, Fortune reported that, according to Musk, these devices would allow information to be beamed from the computer back into the brain.Neuralink is yet to receive FDA approval, but Musk had previously stated that the company plans to start implanting computer chips in human brains by 2022.The Neuralink and SpaceX CEO also said that the device would be important for the human species to “figure out” how to coexist with advanced artificial intelligence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}