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2023-04-07

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Wall Street Ends Higher As Investors Eye Upcoming Jobs Data

2023-03-25

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Wall Street Ends Volatile Week Higher as Fed Officials Ease Bank Fears

2023-08-30

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2023-08-05

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Apple Loses Historic $3 Trillion Crown as Sales Disappoint

2023-06-10

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Cost of Being Wrong Gets Bigger by Day in Ever-Diverging Markets

2023-08-31

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2023-03-24

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2023-08-22

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Post-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%

2023-03-17

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Tech Stocks Appear to Be a Haven From the Banking Crisis, for Now

2023-03-09

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

2023-08-17

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Nvidia’s Stock Can Shoot to $800, Says One of Wall Street’s Biggest Bulls

2023-03-17

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U.S. Stocks-Wall Street Closes Higher As First Republic Helps Lift Banks

2023-03-31

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3 Top U.S. Stocks to Watch in April

2023-04-19

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3 Explosive Growth Stocks to Buy in 2023 and Beyond

2023-04-27

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3 Stocks to Add to Your Portfolio in a Market Pullback

2023-04-20

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US STOCKS-Dow Dips, S&P 500 Stable After Medtech Gains, Netflix Drag

2023-02-27

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5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now

2023-01-31

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Apple: A Buy Ahead Of Q1 Earnings Announcement

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trading.</p><p>Li Auto rose over 4%; JD.com, iQiyi, XPeng rose 3%; Bilibili, Tencent Music, Nio, Baidu rose 2%; Trip.com, Pinduoduo, Alibaba rose over 1%.</p><p>China’s two main stock exchanges vowed to tighten supervision of quantitative trading, taking their aim at leveraged products that have been blamed for triggering volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8d8f12fc9dafb46846b8759f31f455a\" tg-width=\"460\" tg-height=\"777\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Premarket Trading, With Li Auto Rising 4%</title>\n<style 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17:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs gained in premarket trading.</p><p>Li Auto rose over 4%; JD.com, iQiyi, XPeng rose 3%; Bilibili, Tencent Music, Nio, Baidu rose 2%; Trip.com, Pinduoduo, Alibaba rose over 1%.</p><p>China’s two main stock exchanges vowed to tighten supervision of quantitative trading, taking their aim at leveraged products that have been blamed for triggering volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8d8f12fc9dafb46846b8759f31f455a\" tg-width=\"460\" tg-height=\"777\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NIO":"蔚来","BILI":"哔哩哔哩","LI":"理想汽车","JD":"京东","IQ":"爱奇艺"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125734383","content_text":"Hot Chinese ADRs gained in premarket trading.Li Auto rose over 4%; JD.com, iQiyi, XPeng rose 3%; Bilibili, Tencent Music, Nio, Baidu rose 2%; Trip.com, Pinduoduo, Alibaba rose over 1%.China’s two main stock exchanges vowed to tighten supervision of quantitative trading, taking their aim at leveraged products that have been blamed for triggering volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276234731090080,"gmtCreate":1708470414585,"gmtModify":1708470422951,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276234731090080","repostId":"1144670592","repostType":2,"repost":{"id":"1144670592","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":1708470000,"share":"https://ttm.financial/m/news/1144670592?lang=&edition=fundamental","pubTime":"2024-02-21 07:00","market":"us","language":"en","title":"Post-Bell | U.S. Stocks Close Lower Before Nvidia’s Make-Or-Break Moment; Nvidia Drops Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144670592","media":"Tiger Newspress","summary":"U.S. stocks ended lower on Tuesday, with the Nasdaq showing the largest declines as chipmaker Nvidia stumbled ahead of its highly awaited earnings report, while gains in Walmart kept losses on the Dow","content":"<html><head></head><body><p>U.S. stocks ended lower on Tuesday, with the Nasdaq showing the largest declines as chipmaker Nvidia stumbled ahead of its highly awaited earnings report, while gains in Walmart kept losses on the Dow Industrials in check.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 lost 30.06 points, or 0.60%, to end at 4,975.51 points, while the Nasdaq Composite lost 144.87 points, or 0.92%, to 15,630.78. The Dow Jones Industrial Average fell 64.19 points, or 0.17%, to 38,56.80.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ead942407ef5d36f7e4cb811c1d0e98c\" title=\"\" tg-width=\"393\" tg-height=\"201\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Nvidia (NVDA)</strong> - Nvidia‘s highly anticipated fourth-quarter earnings report is scheduled for after the close of trading on Wednesday. Sales are expected to more than triple from the prior year to greater than $20 billion, getting a boost from Nvidia’s dominance in supplying the chips used to train artificial-intelligence systems. The stock was down 4.4% to $694.52 on Tuesday. The shares have risen 225% over the past year.</p><p><strong>Discover Financial (DFS), Capital One (COF)</strong> - Discover Financial rose 12.6% to $124.42 after it reached a deal to be acquired by Capital One Financial for more than $35 billion. Under terms of the all-stock deal, Discover shareholders will receive 1.0192 Capital One shares for each Discover share, representing a premium of about 27% to Discover’s closing price on Friday of $110.49. The transaction will create the largest U.S. credit card company by loan volume. Capital One shares rose 0.1%.</p><p style=\"text-align: start;\">Discover was the best-performing stock in the S&amp;P 500 on Tuesday, while Expeditors International of Washington was the worst, falling 6.9%.</p><p style=\"text-align: start;\"><strong>Walmart (WMT), Vizio (VZIO)</strong> - Walmart, the world’s largest retailer, reported fourth-quarter adjusted earnings of $1.80 a share, beating expectations of $1.64. Sales rose to $173.4 billion, which topped projections of $170.9 billion. The company agreed to buy Vizio Holding in a deal valued at $2.3 billion.  Walmart shares rose 3.2%. Vizio jumped 16.3%.</p><p style=\"text-align: start;\"><strong>Home Depot (HD)</strong> - Shares of Home Depot were flat after the home-improvement retailer reported fourth-quarter U.S. same-store sales fell 4%, wider than analysts’ expectations for a decline of 3.6%. Home Depot said it expects fiscal-year sales to rise 1% and same-store sales to fall 1%, missing estimates on both counts.</p><p style=\"text-align: start;\"><strong>Super Micro Computer (SMCI)</strong> - Super Micro Computer was down 2% to $787.57. The stock has risen 756% over the last 12 months, driven by investor excitement for the future of artificial intelligence. On Tuesday, analysts at Rosenblatt raised their price target on  Super Micro Computer  to $1,300 from $700 while maintaining a Buy rating.</p><p style=\"text-align: start;\"><strong>Barclays (BCS)</strong> - U.S.-listed shares of Barclays rose 12.1% after the British lender said it plans to return at least £10 billion ($12.6 billion) to shareholders between 2024 and 2026 through dividends and stock buybacks and would undergo a three-year reorganization.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c95ded33425df2833b196b395e1c1e3\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_205988708\" style=\"text-align: start;\">Amazon to Replace Walgreens in Dow Industrial Average on February 26</h3><p>Amazon will replace Walgreens Boots Alliance in the Dow Jones Industrial Average, S&amp;P Dow Jones Indices, which manages the price-weighted measurement of 30 stocks, said on Tuesday. Amazon shares moved up 1% in extended trading, and Walgreens stock moved 3% lower.</p><p style=\"text-align: start;\">The move will result in more exposure to the online retailer for investors who bet on the average, which is far smaller than the S&amp;P 500 index.</p><p style=\"text-align: start;\">The change goes into effect prior to market open on Feb. 26.</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>Post-Bell | U.S. Stocks Close Lower Before Nvidia’s Make-Or-Break Moment; Nvidia Drops Over 4%</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\">\nPost-Bell | U.S. Stocks Close Lower Before Nvidia’s Make-Or-Break Moment; Nvidia Drops Over 4%\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\">2024-02-21 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks ended lower on Tuesday, with the Nasdaq showing the largest declines as chipmaker Nvidia stumbled ahead of its highly awaited earnings report, while gains in Walmart kept losses on the Dow Industrials in check.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 lost 30.06 points, or 0.60%, to end at 4,975.51 points, while the Nasdaq Composite lost 144.87 points, or 0.92%, to 15,630.78. The Dow Jones Industrial Average fell 64.19 points, or 0.17%, to 38,56.80.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ead942407ef5d36f7e4cb811c1d0e98c\" title=\"\" tg-width=\"393\" tg-height=\"201\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Nvidia (NVDA)</strong> - Nvidia‘s highly anticipated fourth-quarter earnings report is scheduled for after the close of trading on Wednesday. Sales are expected to more than triple from the prior year to greater than $20 billion, getting a boost from Nvidia’s dominance in supplying the chips used to train artificial-intelligence systems. The stock was down 4.4% to $694.52 on Tuesday. The shares have risen 225% over the past year.</p><p><strong>Discover Financial (DFS), Capital One (COF)</strong> - Discover Financial rose 12.6% to $124.42 after it reached a deal to be acquired by Capital One Financial for more than $35 billion. Under terms of the all-stock deal, Discover shareholders will receive 1.0192 Capital One shares for each Discover share, representing a premium of about 27% to Discover’s closing price on Friday of $110.49. The transaction will create the largest U.S. credit card company by loan volume. Capital One shares rose 0.1%.</p><p style=\"text-align: start;\">Discover was the best-performing stock in the S&amp;P 500 on Tuesday, while Expeditors International of Washington was the worst, falling 6.9%.</p><p style=\"text-align: start;\"><strong>Walmart (WMT), Vizio (VZIO)</strong> - Walmart, the world’s largest retailer, reported fourth-quarter adjusted earnings of $1.80 a share, beating expectations of $1.64. Sales rose to $173.4 billion, which topped projections of $170.9 billion. The company agreed to buy Vizio Holding in a deal valued at $2.3 billion.  Walmart shares rose 3.2%. Vizio jumped 16.3%.</p><p style=\"text-align: start;\"><strong>Home Depot (HD)</strong> - Shares of Home Depot were flat after the home-improvement retailer reported fourth-quarter U.S. same-store sales fell 4%, wider than analysts’ expectations for a decline of 3.6%. Home Depot said it expects fiscal-year sales to rise 1% and same-store sales to fall 1%, missing estimates on both counts.</p><p style=\"text-align: start;\"><strong>Super Micro Computer (SMCI)</strong> - Super Micro Computer was down 2% to $787.57. The stock has risen 756% over the last 12 months, driven by investor excitement for the future of artificial intelligence. On Tuesday, analysts at Rosenblatt raised their price target on  Super Micro Computer  to $1,300 from $700 while maintaining a Buy rating.</p><p style=\"text-align: start;\"><strong>Barclays (BCS)</strong> - U.S.-listed shares of Barclays rose 12.1% after the British lender said it plans to return at least £10 billion ($12.6 billion) to shareholders between 2024 and 2026 through dividends and stock buybacks and would undergo a three-year reorganization.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c95ded33425df2833b196b395e1c1e3\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_205988708\" style=\"text-align: start;\">Amazon to Replace Walgreens in Dow Industrial Average on February 26</h3><p>Amazon will replace Walgreens Boots Alliance in the Dow Jones Industrial Average, S&amp;P Dow Jones Indices, which manages the price-weighted measurement of 30 stocks, said on Tuesday. Amazon shares moved up 1% in extended trading, and Walgreens stock moved 3% lower.</p><p style=\"text-align: start;\">The move will result in more exposure to the online retailer for investors who bet on the average, which is far smaller than the S&amp;P 500 index.</p><p style=\"text-align: start;\">The change goes into effect prior to market open on Feb. 26.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","DFS":"发现金融","SMCI":"超微电脑","BCS":"巴克莱银行",".IXIC":"NASDAQ Composite","NVDA":"英伟达","VZIO":"Vizio Holding Corp.",".DJI":"道琼斯","COF":"第一资本","HD":"家得宝","WMT":"沃尔玛"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144670592","content_text":"U.S. stocks ended lower on Tuesday, with the Nasdaq showing the largest declines as chipmaker Nvidia stumbled ahead of its highly awaited earnings report, while gains in Walmart kept losses on the Dow Industrials in check.Market SnapshotThe S&P 500 lost 30.06 points, or 0.60%, to end at 4,975.51 points, while the Nasdaq Composite lost 144.87 points, or 0.92%, to 15,630.78. The Dow Jones Industrial Average fell 64.19 points, or 0.17%, to 38,56.80.Market MoversNvidia (NVDA) - Nvidia‘s highly anticipated fourth-quarter earnings report is scheduled for after the close of trading on Wednesday. Sales are expected to more than triple from the prior year to greater than $20 billion, getting a boost from Nvidia’s dominance in supplying the chips used to train artificial-intelligence systems. The stock was down 4.4% to $694.52 on Tuesday. The shares have risen 225% over the past year.Discover Financial (DFS), Capital One (COF) - Discover Financial rose 12.6% to $124.42 after it reached a deal to be acquired by Capital One Financial for more than $35 billion. Under terms of the all-stock deal, Discover shareholders will receive 1.0192 Capital One shares for each Discover share, representing a premium of about 27% to Discover’s closing price on Friday of $110.49. The transaction will create the largest U.S. credit card company by loan volume. Capital One shares rose 0.1%.Discover was the best-performing stock in the S&P 500 on Tuesday, while Expeditors International of Washington was the worst, falling 6.9%.Walmart (WMT), Vizio (VZIO) - Walmart, the world’s largest retailer, reported fourth-quarter adjusted earnings of $1.80 a share, beating expectations of $1.64. Sales rose to $173.4 billion, which topped projections of $170.9 billion. The company agreed to buy Vizio Holding in a deal valued at $2.3 billion.  Walmart shares rose 3.2%. Vizio jumped 16.3%.Home Depot (HD) - Shares of Home Depot were flat after the home-improvement retailer reported fourth-quarter U.S. same-store sales fell 4%, wider than analysts’ expectations for a decline of 3.6%. Home Depot said it expects fiscal-year sales to rise 1% and same-store sales to fall 1%, missing estimates on both counts.Super Micro Computer (SMCI) - Super Micro Computer was down 2% to $787.57. The stock has risen 756% over the last 12 months, driven by investor excitement for the future of artificial intelligence. On Tuesday, analysts at Rosenblatt raised their price target on  Super Micro Computer  to $1,300 from $700 while maintaining a Buy rating.Barclays (BCS) - U.S.-listed shares of Barclays rose 12.1% after the British lender said it plans to return at least £10 billion ($12.6 billion) to shareholders between 2024 and 2026 through dividends and stock buybacks and would undergo a three-year reorganization.Market NewsAmazon to Replace Walgreens in Dow Industrial Average on February 26Amazon will replace Walgreens Boots Alliance in the Dow Jones Industrial Average, S&P Dow Jones Indices, which manages the price-weighted measurement of 30 stocks, said on Tuesday. Amazon shares moved up 1% in extended trading, and Walgreens stock moved 3% lower.The move will result in more exposure to the online retailer for investors who bet on the average, which is far smaller than the S&P 500 index.The change goes into effect prior to market open on Feb. 26.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276039050739752,"gmtCreate":1708422653532,"gmtModify":1708422657353,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276039050739752","repostId":"2412153244","repostType":2,"repost":{"id":"2412153244","pubTimestamp":1708415196,"share":"https://ttm.financial/m/news/2412153244?lang=&edition=fundamental","pubTime":"2024-02-20 15:46","market":"us","language":"en","title":"Why Palantir Technologies, Arm Holdings, and Other AI Stocks Have Skyrocketed 50% or More in February","url":"https://stock-news.laohu8.com/highlight/detail?id=2412153244","media":"Motley Fool","summary":"The proliferation of AI continues.","content":"<html><head></head><body><ul style=\"\"><li><p>A number of AI stocks have been on a tear, rising between 55% and 121% since the start of February.</p></li><li><p>While better-than-expected results, pushed some of the stocks higher, a significant vote of confidence from a major player in the field sent others soaring.</p></li><li><p>Despite their significant moves higher, three of these four stocks remain unequivocal buys -- and are cheaper than you might think.</p></li></ul><p>The rapid adoption of artificial intelligence (AI) has been gathering steam over the past year, but there&#39;s been a notable uptick in AI-related developments over the past several weeks. Since the start of February alone, shares of <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a> have jumped 52%, <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer </a> surged 51%, <a href=\"https://laohu8.com/S/ARM\">Arm Holdings </a> soared 81%, and <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI </a> skyrocketed 130%.</p><p>The common thread that runs through these companies is the accelerating adoption of AI. There wasn&#39;t a single development that drove these stocks higher, but rather the growing tidal wave of AI that&#39;s beginning to overtake the tech industry.</p><p>Let&#39;s look at what drove each of these stocks higher and what it all means for the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0c9b7fb2221c9d9cbc861be6855576e\" tg-width=\"700\" tg-height=\"413\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_354459616\">Show me the money</h2><p>It wasn&#39;t <em>just</em> the growing secular tailwinds of generative AI that drove these stocks higher. Three of the four recently reported quarterly financial results that easily surpassed investor expectations.</p><p>Supermicro was first out of the gate, reporting the results of its fiscal 2024 second quarter (ended Dec. 31, 2023). The company generated revenue of $3.7 billion, up 103% year over year and 73% sequentially. Management cited record and accelerating demand for AI servers. Profit was equally spectacular, with adjusted earnings per share (EPS) of $5.59 rising 62%. If that weren&#39;t enough, the company is forecasting full-year revenue of $14.5 billion at the midpoint of its guidance, which would represent 100% growth.</p><p>Next up was Palantir Technologies. For the fourth quarter, revenue of $608 million marked a 20% jump year over year and 9% sequentially, fueled by a 70% jump in U.S. commercial revenue. This performance helped the company generate its fifth consecutive quarter of profit according to generally accepted accounting principles (GAAP), with adjusted EPS of $0.08. The headline was the forecast for <em>at least</em> 40% growth from its U.S. commercial business over the coming year, thanks to robust demand for its Artificial Intelligence Platform, Palantir&#39;s generative AI solution.</p><p>Most recently, Arm Holdings delivered eye-opening results. For its fiscal 2024 third quarter, Arm generated record revenue of $824 million, up 14% year over year, driven by license revenue that grew 18% and record royalty revenue that climbed 11%. This performance resulted in adjusted EPS of $0.29, rising 32%. It was the company&#39;s forecast that really caught Wall Street off guard. Management is guiding for fourth-quarter revenue in a range of $850 million to $900 million, or growth of between 34% and 42%, lunging past the third quarter&#39;s 14% growth.</p><p>What these companies have in common, aside from the obvious ties to AI, is that each company delivered a &#34;beat and raise&#34; quarter, defying expectations and providing guidance that outpaced Wall Street&#39;s already bullish expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23ad43be38fe0acad1d86df998c961a7\" tg-width=\"720\" tg-height=\"521\"/></p><p>Data by YCharts</p><h2 id=\"id_464995691\">The godfather of AI takes stock</h2><p>There&#39;s a strong argument to be made that Nvidia saw the writing on the wall and positioned itself for the AI boom to come. Investors need only review the company&#39;s recent results to understand the magnitude of the secular tailwind involved.</p><p>For Nvidia&#39;s fiscal 2024 third quarter (ended Oct. 29, 2023), the company delivered <em>record</em> revenue that jumped 206% to $18.1 billion, resulting in diluted EPS that surged 1,274% to $3.71.</p><p>So when Nvidia makes a notable move in the field of AI, investors take notice.</p><p>In a regulatory filing with the Securities and Exchange Commission on Wednesday, Nvidia revealed that it had taken stakes in several AI-related companies, causing a spike in their respective shares.</p><p>Nvidia purchased 1.73 million shares of SoundHound AI, which provides voice-controlled AI solutions for businesses, in a stake valued at $6.5 million as of Thursday&#39;s market close. The company&#39;s technology has been deployed by a number of high-profile restaurants, including White Castle and Jersey Mike&#39;s, to power voice-enabled phone and drive-through ordering. It&#39;s also one of the leading providers of voice-AI solutions to carmakers, counting more than 20 automotive brands on its customer list.</p><p>SoundHound wasn&#39;t the only one. Nvidia finally confirmed the size of the stake it took in Arm Holdings: It owns 1.96 million shares worth roughly $262 million. Arm provides the designs behind some of the world&#39;s most widely used central processing units. After two years in the making, regulators quashed an attempted merger between Nvidia and Arm in early 2022.</p><p>Some viewed these purchases as a significant vote of confidence from Nvidia. As a result, many investors followed suit, piling into the stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ef7426372e9325f884866f620a7f7a7\" tg-width=\"720\" tg-height=\"521\"/></p><p>Data by YCharts</p><h2 id=\"id_1599057059\">The cost isn&#39;t as high as you might think</h2><p>The most common bear argument for investing in these and many AI stocks is the valuation. That view is understandable but tends to ignore the stunning growth rates of the companies in question. It reveals the limitations involved in using the price-to-earnings ratio or the price-to-sales ratio, especially when using them in a vacuum.</p><p>When dealing with high-growth stocks, the more appropriate measure is the price/earnings-to-growth (PEG) ratio, as it takes the growth rate of the company&#39;s profit into account. Since SoundHound AI isn&#39;t yet profitable, the point is moot. However, for Arm Holdings, Super Micro Computer, and Palantir Technologies, they clock in with forward PEG ratios of 0.8, 0.5, and 0.3, all well below the level of 1, which is the standard for an undervalued stock.</p><p>From that perspective, Arm Holdings, Super Micro Computer, and Palantir Technologies are not only growing quickly but are also cheaper than you might think.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Technologies, Arm Holdings, and Other AI Stocks Have Skyrocketed 50% or More in February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Technologies, Arm Holdings, and Other AI Stocks Have Skyrocketed 50% or More in February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 15:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/19/palantir-arm-supermicro-soundhound-ai-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A number of AI stocks have been on a tear, rising between 55% and 121% since the start of February.While better-than-expected results, pushed some of the stocks higher, a significant vote of ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/19/palantir-arm-supermicro-soundhound-ai-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4208":"复合型公用事业","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4547":"WSB热门概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","LU0097036916.USD":"贝莱德美国增长A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4549":"软银资本持仓","LU0079474960.USD":"联博美国增长基金A","BK4548":"巴美列捷福持仓","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4529":"IDC概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","BK4023":"应用软件","LU0444971666.USD":"天利全球科技基金","BK4532":"文艺复兴科技持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","ARM":"ARM Holdings Ltd","PLTR":"Palantir Technologies Inc.","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC"},"source_url":"https://www.fool.com/investing/2024/02/19/palantir-arm-supermicro-soundhound-ai-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412153244","content_text":"A number of AI stocks have been on a tear, rising between 55% and 121% since the start of February.While better-than-expected results, pushed some of the stocks higher, a significant vote of confidence from a major player in the field sent others soaring.Despite their significant moves higher, three of these four stocks remain unequivocal buys -- and are cheaper than you might think.The rapid adoption of artificial intelligence (AI) has been gathering steam over the past year, but there's been a notable uptick in AI-related developments over the past several weeks. Since the start of February alone, shares of Palantir Technologies  have jumped 52%, Super Micro Computer  surged 51%, Arm Holdings  soared 81%, and SoundHound AI  skyrocketed 130%.The common thread that runs through these companies is the accelerating adoption of AI. There wasn't a single development that drove these stocks higher, but rather the growing tidal wave of AI that's beginning to overtake the tech industry.Let's look at what drove each of these stocks higher and what it all means for the future.Image source: Getty Images.Show me the moneyIt wasn't just the growing secular tailwinds of generative AI that drove these stocks higher. Three of the four recently reported quarterly financial results that easily surpassed investor expectations.Supermicro was first out of the gate, reporting the results of its fiscal 2024 second quarter (ended Dec. 31, 2023). The company generated revenue of $3.7 billion, up 103% year over year and 73% sequentially. Management cited record and accelerating demand for AI servers. Profit was equally spectacular, with adjusted earnings per share (EPS) of $5.59 rising 62%. If that weren't enough, the company is forecasting full-year revenue of $14.5 billion at the midpoint of its guidance, which would represent 100% growth.Next up was Palantir Technologies. For the fourth quarter, revenue of $608 million marked a 20% jump year over year and 9% sequentially, fueled by a 70% jump in U.S. commercial revenue. This performance helped the company generate its fifth consecutive quarter of profit according to generally accepted accounting principles (GAAP), with adjusted EPS of $0.08. The headline was the forecast for at least 40% growth from its U.S. commercial business over the coming year, thanks to robust demand for its Artificial Intelligence Platform, Palantir's generative AI solution.Most recently, Arm Holdings delivered eye-opening results. For its fiscal 2024 third quarter, Arm generated record revenue of $824 million, up 14% year over year, driven by license revenue that grew 18% and record royalty revenue that climbed 11%. This performance resulted in adjusted EPS of $0.29, rising 32%. It was the company's forecast that really caught Wall Street off guard. Management is guiding for fourth-quarter revenue in a range of $850 million to $900 million, or growth of between 34% and 42%, lunging past the third quarter's 14% growth.What these companies have in common, aside from the obvious ties to AI, is that each company delivered a \"beat and raise\" quarter, defying expectations and providing guidance that outpaced Wall Street's already bullish expectations.Data by YChartsThe godfather of AI takes stockThere's a strong argument to be made that Nvidia saw the writing on the wall and positioned itself for the AI boom to come. Investors need only review the company's recent results to understand the magnitude of the secular tailwind involved.For Nvidia's fiscal 2024 third quarter (ended Oct. 29, 2023), the company delivered record revenue that jumped 206% to $18.1 billion, resulting in diluted EPS that surged 1,274% to $3.71.So when Nvidia makes a notable move in the field of AI, investors take notice.In a regulatory filing with the Securities and Exchange Commission on Wednesday, Nvidia revealed that it had taken stakes in several AI-related companies, causing a spike in their respective shares.Nvidia purchased 1.73 million shares of SoundHound AI, which provides voice-controlled AI solutions for businesses, in a stake valued at $6.5 million as of Thursday's market close. The company's technology has been deployed by a number of high-profile restaurants, including White Castle and Jersey Mike's, to power voice-enabled phone and drive-through ordering. It's also one of the leading providers of voice-AI solutions to carmakers, counting more than 20 automotive brands on its customer list.SoundHound wasn't the only one. Nvidia finally confirmed the size of the stake it took in Arm Holdings: It owns 1.96 million shares worth roughly $262 million. Arm provides the designs behind some of the world's most widely used central processing units. After two years in the making, regulators quashed an attempted merger between Nvidia and Arm in early 2022.Some viewed these purchases as a significant vote of confidence from Nvidia. As a result, many investors followed suit, piling into the stocks.Data by YChartsThe cost isn't as high as you might thinkThe most common bear argument for investing in these and many AI stocks is the valuation. That view is understandable but tends to ignore the stunning growth rates of the companies in question. It reveals the limitations involved in using the price-to-earnings ratio or the price-to-sales ratio, especially when using them in a vacuum.When dealing with high-growth stocks, the more appropriate measure is the price/earnings-to-growth (PEG) ratio, as it takes the growth rate of the company's profit into account. Since SoundHound AI isn't yet profitable, the point is moot. However, for Arm Holdings, Super Micro Computer, and Palantir Technologies, they clock in with forward PEG ratios of 0.8, 0.5, and 0.3, all well below the level of 1, which is the standard for an undervalued stock.From that perspective, Arm Holdings, Super Micro Computer, and Palantir Technologies are not only growing quickly but are also cheaper than you might think.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276038368161976,"gmtCreate":1708422343810,"gmtModify":1708422348167,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276038368161976","repostId":"2412924821","repostType":2,"repost":{"id":"2412924821","pubTimestamp":1708416087,"share":"https://ttm.financial/m/news/2412924821?lang=&edition=fundamental","pubTime":"2024-02-20 16:01","market":"us","language":"en","title":"Super Micro Computer Is Taking A Breath, The Run-Up Should Continue","url":"https://stock-news.laohu8.com/highlight/detail?id=2412924821","media":"seekingalpha","summary":"Super Micro Computer experienced significant growth in Q2'24, playing a central role in the transition to higher capacity computing in the GenAI renaissance.JPMorgan analyst predicts substantial growt","content":"<html><head></head><body><ul style=\"\"><li><p>Super Micro Computer experienced significant growth in Q2&#39;24, playing a central role in the transition to higher capacity computing in the GenAI renaissance.</p></li><li><p>JPMorgan analyst predicts substantial growth in the broader hardware market as AI takes form, presenting an opportunity for SMCI&#39;s advanced compute systems.</p></li><li><p>SMCI has plans to expand its production capacity and facilities, aiming to reach a $25 billion annual revenue target and drive significant revenue growth.</p></li></ul><p>The first question that comes to mind after this huge run-up in share price is whether Super Micro Computer (NASDAQ:SMCI) still has gas in the tank to continue appreciating in value. Since January 2023, the stock has returned 2.23x before pulling back -20% on February 16, 2024. A -20% pull on share price should raise an alarm bell for any prudent investor; however, looking at the recently filed Form 4, it appears that Don Clegg, SVP of Sales sold a large block going into the end of the week. The real question to ask is whether this sell-off was the beginning of a new trend and whether this large block sold by an insider is a signal to the market for imminent events to come. Despite this pullback in the share price, I believe that SMCI has a significant upside potential given management’s ambitious growth strategy. I provide SMCI shares a BUY recommendation with a price target of $1,700/share based on 5x eFY25 sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ef8238b579618dd91bd7853523cde6\" tg-width=\"640\" tg-height=\"416\"/></p><p>Form 4</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/807314ad7dd90287a650e2d1ec17f2ba\" tg-width=\"640\" tg-height=\"217\"/></p><p>Form 4</p><h2 id=\"id_1295667563\">Operations</h2><p>Q2’24 was a major turning point for SMCI as the firm experienced significant growth at the top line of 103% on a y/y basis. This level of growth should not go unnoticed for the 30-year-old company, as the firm plays a central role in the transition to higher capacity computing in the renaissance of GenAI. Despite this hypergrowth state, management did raise some concerns in their q2’24 earnings call that appear to be relatively common for companies that are central to the corporate AI initiative. Palantir (PLTR) experienced similar challenges with high interest for their platform as more companies turn to AI technology to optimize operations and subsequently expand their sales team to cater to this heightened interest. In their own respect, SMCI is scaling their operations with new facilities in Silicon Valley and Malaysia to cater to this heightened level of interest in their hyperconverged infrastructure. As SMCI acts as an omnichannel for all the major chip manufacturers, including NVIDIA (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), I believe their advanced compute systems will play a pivotal role in scaling GenAI at the data center level.</p><p>JPMorgan (JPM) analyst Samik Chatterjee sees substantial growth in the broader hardware market as AI takes form.</p><blockquote><p>Despite a cautious view on the sector in aggregate for 2024 on account of the elevated valuation multiples heading into 2024, the leverage to AI for certain sections of the broader hardware coverage is likely to be a windfall moment with an opportunity for a re-rating on account of the incremental TAM opportunity around AI.</p><p>Samik Chatterjee</p></blockquote><p>Though this article references competitors to SMCI, I believe that it gets the point across that SMCI will have the opportunity for continued growth within the growing TAM, as well as a valuation rerating as the hardware refresh goes through a cyclical upswing.</p><p>Looking to operations, SMCI has 4,000 racks/month in production capacity as of q2’24. As of this period, the firm has capacity of 1,500 racks/month with direct attached liquid cooling and expects to build capacity to reach 5,000 racks/month. I believe that this additional capacity will provide SMCI the ability to drive significant revenue growth, as this type of cooling is vital for the next generation of high-performance computing. As of q2’24, the firm’s facilities operated at 65% capacity across the US, Netherlands, and Taiwan facilities and are quickly filling in the gap. The firm is actively expanding capacity with their new Silicon Valley facility and Malaysia facility as well as increasing the capacity at their APAC facility (2-3x) that will provide a lower-cost, higher-volume solution to the firm’s scaling challenges. With this additional build-out, management anticipates some headwinds to margins as the firm adds headcount and capital equipment, which I believe may result in another quarter or two of negative free cash flow. I don’t believe the capital outflow should be concerning, as the firm is going through a revitalized growth phase and must invest in working capital and capital equipment to meet the market’s demand. With these new facilities, management believes that the firm will reach their $25b annual revenue target. Despite the near-term headwinds to margins, I believe that once the facilities are built out and operational, SCMI will experience economies of scale as they will be better positioned to meet market demand for their integrated solution.</p><p>Forecasting financials, I anticipate SMCI to continue to experience significant revenue growth into the duration of eFY24 and eFY25 as the firm scales production volumes on the back of the AI boom. I do anticipate some margin contraction through gross and operating income as the firm undergoes their period of high capital and operating investment to scale operations. I do anticipate margins to trend upward through eFY25 as the firm realizes this scale, but not to reach FY23 margins quite yet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3f17fcff36942cf98b5897cdaf1dac6\" tg-width=\"640\" tg-height=\"70\"/></p><p>Corporate Reports</p><p>Despite my optimism in the company, there are some negative risks to take into consideration before building a position. There are heightened geopolitical risks between Taiwan and China that may impact SMCI&#39;s production if tensions were to escalate. 14.7% of total sales derived from Asia in FY23, making this risk, though a longshot, a potential risk to take into consideration when making an investment decision. Another risk worth considering is whether their strength in sales will continue as the firm invests in these new facilities. If AI were to become more harshly regulated and infrastructure demand were to suddenly fall off, SMCI could be poorly positioned with excess capacity.</p><p>Lastly, Taiwan Semiconductor (TSM) is doubling their capacity for their advanced chip packaging process, CoWoS to support Nvidia&#39;s growth. This can be a positive signal for demand for SMCI&#39;s infrastructure.</p><h2 id=\"id_3319282646\">Value &amp; shareholder Value</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f12ba98eb4c23f931bfa0ccb5722a7f\" tg-width=\"640\" tg-height=\"99\"/></p><p>Corporate Reports</p><p>Ultimately, we need to figure out how to value SMCI. The old cohort of IT infrastructure companies doesn’t justify SMCI’s high trading multiple, which by comparison is very expensive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfbf1aae198744ad8e2d5218bf8265f5\" tg-width=\"640\" tg-height=\"64\"/></p><p>Corporate Reports</p><p>Comparing SMCI to the AI tech names, such as AMD, QUALCOMM (QCOM), Nutanix (NTNX), and INTC, paints a more viable comparison as the firm’s recent swing to a higher valuation is more comparable to this cohort of companies. Considering these comps, I believe that the 6.88x sales will be too high of a valuation for SMCI as SMCI depends more heavily on hardware integration in their operations and will not experience as strong of margin expansion as this peer cohort as the firm scales operations. I believe that this 6.88x will be the absolute blue-sky valuation that will likely not occur. I believe the current valuation at 5x sales is more appropriate for SMCI, giving it an upside potential of 112% based on eFY25 revenue. I believe that this recent pullback was unjustified given the massive block sale from an insider and that SMCI shares still have some gas in the tank. I provide SMCI shares a BUY recommendation with a price target of $1,700/share based on their eFY25 revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eda90c1d2011e3caf0ec27ff251467d\" tg-width=\"640\" tg-height=\"192\"/></p><p>Corporate Reports</p><h2 id=\"id_439727909\">Technical Trading</h2><p>On the tactical side, shares should recover and reach $1,345 in the next cycle using Elliot Wave Theory before pulling back to ~$1,125/share. From there, shares should reach my fundamental price target of $1,700/share in the last wave. For the active traders, I believe each pullback will provide a buying opportunity to build positions. Do note that tactical trading poses no proof that shares will reach their potential, and know the assumed risks when trading short-term positions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2580a04d38728d19efbd5e43e35baf2a\" tg-width=\"640\" tg-height=\"286\"/></p><p>TradingView</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>Super Micro Computer Is Taking A Breath, The Run-Up Should Continue</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\">\nSuper Micro Computer Is Taking A Breath, The Run-Up Should Continue\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671453-super-micro-computer-stock-taking-breath-runup-should-continue><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer experienced significant growth in Q2'24, playing a central role in the transition to higher capacity computing in the GenAI renaissance.JPMorgan analyst predicts substantial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671453-super-micro-computer-stock-taking-breath-runup-should-continue\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4554":"元宇宙及AR概念","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","BK4567":"ESG概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SMCI":"超微电脑","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4566":"资本集团","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4141":"半导体产品","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4671453-super-micro-computer-stock-taking-breath-runup-should-continue","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2412924821","content_text":"Super Micro Computer experienced significant growth in Q2'24, playing a central role in the transition to higher capacity computing in the GenAI renaissance.JPMorgan analyst predicts substantial growth in the broader hardware market as AI takes form, presenting an opportunity for SMCI's advanced compute systems.SMCI has plans to expand its production capacity and facilities, aiming to reach a $25 billion annual revenue target and drive significant revenue growth.The first question that comes to mind after this huge run-up in share price is whether Super Micro Computer (NASDAQ:SMCI) still has gas in the tank to continue appreciating in value. Since January 2023, the stock has returned 2.23x before pulling back -20% on February 16, 2024. A -20% pull on share price should raise an alarm bell for any prudent investor; however, looking at the recently filed Form 4, it appears that Don Clegg, SVP of Sales sold a large block going into the end of the week. The real question to ask is whether this sell-off was the beginning of a new trend and whether this large block sold by an insider is a signal to the market for imminent events to come. Despite this pullback in the share price, I believe that SMCI has a significant upside potential given management’s ambitious growth strategy. I provide SMCI shares a BUY recommendation with a price target of $1,700/share based on 5x eFY25 sales.Form 4Form 4OperationsQ2’24 was a major turning point for SMCI as the firm experienced significant growth at the top line of 103% on a y/y basis. This level of growth should not go unnoticed for the 30-year-old company, as the firm plays a central role in the transition to higher capacity computing in the renaissance of GenAI. Despite this hypergrowth state, management did raise some concerns in their q2’24 earnings call that appear to be relatively common for companies that are central to the corporate AI initiative. Palantir (PLTR) experienced similar challenges with high interest for their platform as more companies turn to AI technology to optimize operations and subsequently expand their sales team to cater to this heightened interest. In their own respect, SMCI is scaling their operations with new facilities in Silicon Valley and Malaysia to cater to this heightened level of interest in their hyperconverged infrastructure. As SMCI acts as an omnichannel for all the major chip manufacturers, including NVIDIA (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), I believe their advanced compute systems will play a pivotal role in scaling GenAI at the data center level.JPMorgan (JPM) analyst Samik Chatterjee sees substantial growth in the broader hardware market as AI takes form.Despite a cautious view on the sector in aggregate for 2024 on account of the elevated valuation multiples heading into 2024, the leverage to AI for certain sections of the broader hardware coverage is likely to be a windfall moment with an opportunity for a re-rating on account of the incremental TAM opportunity around AI.Samik ChatterjeeThough this article references competitors to SMCI, I believe that it gets the point across that SMCI will have the opportunity for continued growth within the growing TAM, as well as a valuation rerating as the hardware refresh goes through a cyclical upswing.Looking to operations, SMCI has 4,000 racks/month in production capacity as of q2’24. As of this period, the firm has capacity of 1,500 racks/month with direct attached liquid cooling and expects to build capacity to reach 5,000 racks/month. I believe that this additional capacity will provide SMCI the ability to drive significant revenue growth, as this type of cooling is vital for the next generation of high-performance computing. As of q2’24, the firm’s facilities operated at 65% capacity across the US, Netherlands, and Taiwan facilities and are quickly filling in the gap. The firm is actively expanding capacity with their new Silicon Valley facility and Malaysia facility as well as increasing the capacity at their APAC facility (2-3x) that will provide a lower-cost, higher-volume solution to the firm’s scaling challenges. With this additional build-out, management anticipates some headwinds to margins as the firm adds headcount and capital equipment, which I believe may result in another quarter or two of negative free cash flow. I don’t believe the capital outflow should be concerning, as the firm is going through a revitalized growth phase and must invest in working capital and capital equipment to meet the market’s demand. With these new facilities, management believes that the firm will reach their $25b annual revenue target. Despite the near-term headwinds to margins, I believe that once the facilities are built out and operational, SCMI will experience economies of scale as they will be better positioned to meet market demand for their integrated solution.Forecasting financials, I anticipate SMCI to continue to experience significant revenue growth into the duration of eFY24 and eFY25 as the firm scales production volumes on the back of the AI boom. I do anticipate some margin contraction through gross and operating income as the firm undergoes their period of high capital and operating investment to scale operations. I do anticipate margins to trend upward through eFY25 as the firm realizes this scale, but not to reach FY23 margins quite yet.Corporate ReportsDespite my optimism in the company, there are some negative risks to take into consideration before building a position. There are heightened geopolitical risks between Taiwan and China that may impact SMCI's production if tensions were to escalate. 14.7% of total sales derived from Asia in FY23, making this risk, though a longshot, a potential risk to take into consideration when making an investment decision. Another risk worth considering is whether their strength in sales will continue as the firm invests in these new facilities. If AI were to become more harshly regulated and infrastructure demand were to suddenly fall off, SMCI could be poorly positioned with excess capacity.Lastly, Taiwan Semiconductor (TSM) is doubling their capacity for their advanced chip packaging process, CoWoS to support Nvidia's growth. This can be a positive signal for demand for SMCI's infrastructure.Value & shareholder ValueCorporate ReportsUltimately, we need to figure out how to value SMCI. The old cohort of IT infrastructure companies doesn’t justify SMCI’s high trading multiple, which by comparison is very expensive.Corporate ReportsComparing SMCI to the AI tech names, such as AMD, QUALCOMM (QCOM), Nutanix (NTNX), and INTC, paints a more viable comparison as the firm’s recent swing to a higher valuation is more comparable to this cohort of companies. Considering these comps, I believe that the 6.88x sales will be too high of a valuation for SMCI as SMCI depends more heavily on hardware integration in their operations and will not experience as strong of margin expansion as this peer cohort as the firm scales operations. I believe that this 6.88x will be the absolute blue-sky valuation that will likely not occur. I believe the current valuation at 5x sales is more appropriate for SMCI, giving it an upside potential of 112% based on eFY25 revenue. I believe that this recent pullback was unjustified given the massive block sale from an insider and that SMCI shares still have some gas in the tank. I provide SMCI shares a BUY recommendation with a price target of $1,700/share based on their eFY25 revenue.Corporate ReportsTechnical TradingOn the tactical side, shares should recover and reach $1,345 in the next cycle using Elliot Wave Theory before pulling back to ~$1,125/share. From there, shares should reach my fundamental price target of $1,700/share in the last wave. For the active traders, I believe each pullback will provide a buying opportunity to build positions. Do note that tactical trading poses no proof that shares will reach their potential, and know the assumed risks when trading short-term positions.TradingView","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276001455735000,"gmtCreate":1708422030426,"gmtModify":1708422034687,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"🙏🏼","listText":"🙏🏼","text":"🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276001455735000","repostId":"2412636291","repostType":2,"repost":{"id":"2412636291","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":1708416783,"share":"https://ttm.financial/m/news/2412636291?lang=&edition=fundamental","pubTime":"2024-02-20 16:13","market":"us","language":"en","title":"Google Lays Off Thousands More Employees As Workers Begin Worrying AI is Slowly Replacing Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2412636291","media":"Benzinga","summary":"Google has initiated significant layoffs across its various teams, including the Voice Assistant, hardware, engineering and ad sales teams, marking a continuation of the tech industry’s trend towards reducing workforce expenses. The layoffs have affected hundreds of employees within the Voice Assistant unit; hardware teams responsible for Pixel, Nest and Fitbit products; and a considerable portion of the augmented reality  team. This move is part of Google’s broader effort to streamline operations and align resources with its most significant product priorities.According to The Verge, the total number is in the thousands. This comes at a time when Google parent, Alphabet Inc., reported record profits in late January. The company reported $20.4 billion in net income in Q4.A startup that solves the age-old paywall problem is growing exponentially and looking for new shareholders.Late last year, there were already worries within the company that AI was going to begin replacing employees a","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/740331e03e83366a27f77879cce49c23\" tg-width=\"1024\" tg-height=\"576\"/></p><p>Google has initiated significant layoffs across its various teams, including the Voice Assistant, hardware, engineering and ad sales teams, marking a continuation of the tech industry’s trend towards reducing workforce expenses. The layoffs have affected hundreds of employees within the Voice Assistant unit; hardware teams responsible for Pixel, Nest and Fitbit products; and a considerable portion of the augmented reality (AR) team. This move is part of Google’s broader effort to streamline operations and align resources with its most significant product priorities.</p><p>According to The Verge, the total number is in the thousands. This comes at a time when Google parent, Alphabet Inc., reported record profits in late January. The company reported $20.4 billion in net income in Q4.</p><p>The ad sales team has seen a reduction, specifically targeting the Large Customer Sales (LCS) unit, which is responsible for selling ads to large businesses. The restructuring aims to focus more on the Google Customer Solutions (GCS) team, which deals with smaller business clients, indicating a strategic shift in Google’s approach to ad sales.</p><p>The layoffs have sparked widespread concern among Google employees, not just about job security but also about the ethical implications of their work, especially as the company continues to invest heavily in advancing AI technology. There’s a growing apprehension that the push towards automation and AI could eventually lead to further job replacements, adding to the existing anxiety over layoffs.</p><p>According to a recently leaked memo, AI is the #1 focus for Google going into 2024. Specifically, Sundar Pichai, Google&#39;s CEO, full list of goals for 2024 include: </p><ol start=\"1\" style=\"\"><li><p>Deliver the world&#39;s most advanced, safe, and responsible Al </p></li><li><p>Improve knowledge, learning, creativity and productivity </p></li><li><p>Build the most helpful personal computing platforms and devices. </p></li><li><p>Enable organizations and developers to innovate on Google Cloud </p></li><li><p>Provide the world&#39;s most trusted products and platforms </p></li><li><p>Build a Google that&#39;s extraordinary for Googlers and the world </p></li><li><p>Improve company velocity, efficiency and productivity and deliver durable cost savings</p></li></ol><p>This situation has significantly affected employee morale, with many feeling disillusioned about their future at the company, according to Inc. The layoffs and the strategic emphasis on AI development have led to a sense of cynicism and burnout among the workforce, exacerbated by the fear of being replaced by the very technologies they are helping to create.</p><p>Late last year, there were already worries within the company that AI was going to begin replacing employees at Alphabet. Futurism reported late last year the technology giant has already begun the process of replacing some jobs with AI tools developed internally. But this differs from what Google&#39;s senior vice president, Philipp Schindler, said on a recent earnings call about the recent restructuring and job cuts. </p><p>Schindler said,  &#34;I want to be clear, when we restructure, there&#39;s always an opportunity to be more efficient and smarter in how we service and grow our customers.&#34; He went on to say, &#34;We&#39;re not restructuring because AI is taking away roles that&#39;s important here. But we see significant opportunities here with our AI-powered solution to actually deliver incredible ROI at scale, and that&#39;s why we&#39;re doing some of those adjustments.&#34;</p><p>Google’s restructuring and layoffs reflect the broader challenges facing the tech industry, where companies are grappling with financial pressures and the ethical considerations of AI and automation. The impact on employee morale and the potential for future job cuts highlight the delicate balance between innovation and the human cost of technological advancement.</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>Google Lays Off Thousands More Employees As Workers Begin Worrying AI is Slowly Replacing Them</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\">\nGoogle Lays Off Thousands More Employees As Workers Begin Worrying AI is Slowly Replacing Them\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\">2024-02-20 16:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/740331e03e83366a27f77879cce49c23\" tg-width=\"1024\" tg-height=\"576\"/></p><p>Google has initiated significant layoffs across its various teams, including the Voice Assistant, hardware, engineering and ad sales teams, marking a continuation of the tech industry’s trend towards reducing workforce expenses. The layoffs have affected hundreds of employees within the Voice Assistant unit; hardware teams responsible for Pixel, Nest and Fitbit products; and a considerable portion of the augmented reality (AR) team. This move is part of Google’s broader effort to streamline operations and align resources with its most significant product priorities.</p><p>According to The Verge, the total number is in the thousands. This comes at a time when Google parent, Alphabet Inc., reported record profits in late January. The company reported $20.4 billion in net income in Q4.</p><p>The ad sales team has seen a reduction, specifically targeting the Large Customer Sales (LCS) unit, which is responsible for selling ads to large businesses. The restructuring aims to focus more on the Google Customer Solutions (GCS) team, which deals with smaller business clients, indicating a strategic shift in Google’s approach to ad sales.</p><p>The layoffs have sparked widespread concern among Google employees, not just about job security but also about the ethical implications of their work, especially as the company continues to invest heavily in advancing AI technology. There’s a growing apprehension that the push towards automation and AI could eventually lead to further job replacements, adding to the existing anxiety over layoffs.</p><p>According to a recently leaked memo, AI is the #1 focus for Google going into 2024. Specifically, Sundar Pichai, Google&#39;s CEO, full list of goals for 2024 include: </p><ol start=\"1\" style=\"\"><li><p>Deliver the world&#39;s most advanced, safe, and responsible Al </p></li><li><p>Improve knowledge, learning, creativity and productivity </p></li><li><p>Build the most helpful personal computing platforms and devices. </p></li><li><p>Enable organizations and developers to innovate on Google Cloud </p></li><li><p>Provide the world&#39;s most trusted products and platforms </p></li><li><p>Build a Google that&#39;s extraordinary for Googlers and the world </p></li><li><p>Improve company velocity, efficiency and productivity and deliver durable cost savings</p></li></ol><p>This situation has significantly affected employee morale, with many feeling disillusioned about their future at the company, according to Inc. The layoffs and the strategic emphasis on AI development have led to a sense of cynicism and burnout among the workforce, exacerbated by the fear of being replaced by the very technologies they are helping to create.</p><p>Late last year, there were already worries within the company that AI was going to begin replacing employees at Alphabet. Futurism reported late last year the technology giant has already begun the process of replacing some jobs with AI tools developed internally. But this differs from what Google&#39;s senior vice president, Philipp Schindler, said on a recent earnings call about the recent restructuring and job cuts. </p><p>Schindler said,  &#34;I want to be clear, when we restructure, there&#39;s always an opportunity to be more efficient and smarter in how we service and grow our customers.&#34; He went on to say, &#34;We&#39;re not restructuring because AI is taking away roles that&#39;s important here. But we see significant opportunities here with our AI-powered solution to actually deliver incredible ROI at scale, and that&#39;s why we&#39;re doing some of those adjustments.&#34;</p><p>Google’s restructuring and layoffs reflect the broader challenges facing the tech industry, where companies are grappling with financial pressures and the ethical considerations of AI and automation. The impact on employee morale and the potential for future job cuts highlight the delicate balance between innovation and the human cost of technological advancement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","BK4511":"特斯拉概念","BK4592":"伊斯兰概念","BK4514":"搜索引擎"},"source_url":"https://finance.yahoo.com/news/google-lays-off-thousands-more-210822278.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412636291","content_text":"Google has initiated significant layoffs across its various teams, including the Voice Assistant, hardware, engineering and ad sales teams, marking a continuation of the tech industry’s trend towards reducing workforce expenses. The layoffs have affected hundreds of employees within the Voice Assistant unit; hardware teams responsible for Pixel, Nest and Fitbit products; and a considerable portion of the augmented reality (AR) team. This move is part of Google’s broader effort to streamline operations and align resources with its most significant product priorities.According to The Verge, the total number is in the thousands. This comes at a time when Google parent, Alphabet Inc., reported record profits in late January. The company reported $20.4 billion in net income in Q4.The ad sales team has seen a reduction, specifically targeting the Large Customer Sales (LCS) unit, which is responsible for selling ads to large businesses. The restructuring aims to focus more on the Google Customer Solutions (GCS) team, which deals with smaller business clients, indicating a strategic shift in Google’s approach to ad sales.The layoffs have sparked widespread concern among Google employees, not just about job security but also about the ethical implications of their work, especially as the company continues to invest heavily in advancing AI technology. There’s a growing apprehension that the push towards automation and AI could eventually lead to further job replacements, adding to the existing anxiety over layoffs.According to a recently leaked memo, AI is the #1 focus for Google going into 2024. Specifically, Sundar Pichai, Google's CEO, full list of goals for 2024 include: Deliver the world's most advanced, safe, and responsible Al Improve knowledge, learning, creativity and productivity Build the most helpful personal computing platforms and devices. Enable organizations and developers to innovate on Google Cloud Provide the world's most trusted products and platforms Build a Google that's extraordinary for Googlers and the world Improve company velocity, efficiency and productivity and deliver durable cost savingsThis situation has significantly affected employee morale, with many feeling disillusioned about their future at the company, according to Inc. The layoffs and the strategic emphasis on AI development have led to a sense of cynicism and burnout among the workforce, exacerbated by the fear of being replaced by the very technologies they are helping to create.Late last year, there were already worries within the company that AI was going to begin replacing employees at Alphabet. Futurism reported late last year the technology giant has already begun the process of replacing some jobs with AI tools developed internally. But this differs from what Google's senior vice president, Philipp Schindler, said on a recent earnings call about the recent restructuring and job cuts. Schindler said,  \"I want to be clear, when we restructure, there's always an opportunity to be more efficient and smarter in how we service and grow our customers.\" He went on to say, \"We're not restructuring because AI is taking away roles that's important here. But we see significant opportunities here with our AI-powered solution to actually deliver incredible ROI at scale, and that's why we're doing some of those adjustments.\"Google’s restructuring and layoffs reflect the broader challenges facing the tech industry, where companies are grappling with financial pressures and the ethical considerations of AI and automation. The impact on employee morale and the potential for future job cuts highlight the delicate balance between innovation and the human cost of technological advancement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276001074270248,"gmtCreate":1708421788332,"gmtModify":1708421792074,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276001074270248","repostId":"2412613674","repostType":2,"repost":{"id":"2412613674","pubTimestamp":1708418143,"share":"https://ttm.financial/m/news/2412613674?lang=&edition=fundamental","pubTime":"2024-02-20 16:35","market":"us","language":"en","title":"Amazon Has Rarely Been Cheaper - Maintain Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2412613674","media":"seekingalpha","summary":"Amazon has outperformed expectations, with the strategic cost optimizations already triggering notable expansions in its operating income margins and FCF generation.We believe that the management has ","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon has outperformed expectations, with the strategic cost optimizations already triggering notable expansions in its operating income margins and FCF generation.</p></li><li><p>We believe that the management has implemented many of its cost optimization strategies into practice, after the painful lessons in 2022, as observed in its similarly promising forward guidance.</p></li><li><p>AMZN&#39;s increased FY2024 cloud/ AI investments may also ensure its long-term dominance in the intensifying market competition, despite the growing TAM to $592.38B in 2032.</p></li><li><p>With the stock now trading above its fair value, bottom fishing investors may consider adding after a moderate pullback, preferably at its previous resistance range of between the $145s and $155s.</p></li><li><p>The Company&#39;s intermediate to long-term prospects look very bright with multiple growth drivers, further aided by the lifting market sentiments and projected soft landing ahead.</p></li></ul><p>We previously covered Amazon.com, Inc. (NASDAQ:AMZN) in November 2023, discussing its stellar FQ3&#39;23 top-line performance across AWS and e-commerce segments, naturally contributing to the stock&#39;s impressive rally, further aided by the robust cost optimizations thus far.</p><p>With the generative AI boom also bringing forth growing cloud deals and backlogs, we maintained our Buy rating then, with its turnaround from 2022 woes completed.</p><p>In this article, we shall discuss how AMZN has outperformed expectations, with the strategic cost optimizations and moderated fulfillment/ warehouse locations already triggering notable expansions in its operating income margins and Free Cash Flow generation.</p><p>Combined with the long-term e-commerce tailwinds as the macroeconomy recovers and demand for generative AI SaaS/ cloud computing grows, we maintain our confidence that AMZN deserves its spot in the Magnificent Seven groups.</p><h2 id=\"id_1204098624\">The AMZN Investment Thesis Has Rarely Been This Cheap</h2><p>For now, AMZN has reported an excellent FQ4&#39;23 earnings call, with an overall net sales of $169.96B (+18.7% QoQ/ +13.9% YoY), overall operating income of $12.78B (+14.3% QoQ/ +266.8% YoY), and overall operating margins of 7.5% (-0.3 points QoQ/ +5.2 YoY).</p><p>Much of the bottom-line tailwinds are attributed to the North American segment&#39;s improved operating income of $6.46B (+50.2% QoQ/ + 2791.6% YoY), further aided by the narrowing losses for the International segment at -$0.42B (-341% QoQ/ +81% YoY).</p><p>Part of this is attributed to the reduced headcount to 1,525M by FY2023, down by -1% from 1,541M in FY2022, and by -5.1% from 1,608M in FY2021, with fulfillment and SG&amp;A expenses also comprising a smaller part of its overall expenses at 25.6% (-1.3 points YoY/ +0.8 from FY2021 levels).</p><p>As a result of the expanding bottom line, it is unsurprising that we are seeing immense improvements in AMZN&#39;s balance sheet, with a growing net cash of $28.97B by the latest quarter, compared to $3.55B in FQ3&#39;23 and $2.87B in FQ4&#39;22, while finally nearing its pre-pandemic net cash of $31.92B in FQ4&#39;19.</p><p>The management has also offered an optimistic FQ1&#39;24 guidance, with an overall net sales of $140.75B (-17.1% QoQ/ +10.5% YoY) and overall operating income of $10B (-21.7% QoQ/ +102% YoY) at the midpoint.</p><p>These numbers imply a drastically improved overall operating margins of 7.1% (-0.4 points QoQ/ +3.2 YoY) in FQ1&#39;24, compared to its hyper-pandemic peak overall operating margins of 5.9% in FY2020 and pre-pandemic averages of 4.2%. This suggests that the management has implemented many of its cost optimization strategies into practice, after the painful lessons in 2022.</p><p>However, readers must also temper their Free Cash Flow expectations, since FY2024 is unlikely to replicate a similarly rich FY2023 generation of $32.21B (+290.7% YoY) and margins of 5.6% (+8.9 points YoY).</p><p>The AMZN management has already guided intensified capital investments on a YoY basis, &#34;primarily driven by increased infrastructure CapEx, support growth of our AWS business, including additional investments in generative AI, and large language models.&#34;</p><p>We believe that these efforts are critical to ensuring AWS&#39; relevance in the AI boom, especially due to the intensifying cloud competition offered by Microsoft (MSFT) and Alphabet (GOOG).</p><p>While AWS continues to command the market-leading share of 31% by Q4&#39;23 (inline QoQ/ -1 YoY), it is also immediately apparent that Azure has been gaining to 24% at the same time (-1 points QoQ/ +1 YoY) - thanks to its strategic partnership with OpenAI, and Google Cloud to 11% (+1 points QoQ/ +1 YoY).</p><p>For now, there remain great tailwinds in the overall generative AI SaaS market, with an expanding TAM from $1.67B in 2022 to $592.38B in 2032 at an accelerated CAGR of +79.8%, easily accommodating multiple winners.</p><p>However, we also believe that it is important for AMZN to maintain its leading global cloud share ahead, especially since AWS is the company&#39;s bottom-line driver, with operating income of $24.63B (+7.8% YoY) or the equivalent 66.8% of its overall profitability (non-comparable YoY) in FY2023.</p><p>With these investments likely to be top/ bottom line accretive, significantly aided by the sticky consumer base with growing AWS backlog of $155.7B (+17% QoQ/ +41% YoY), AMZN may very well continue to lead the upcoming cloud computing super cycle over the next decade.</p><p><strong>The Consensus Forward Estimates</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37c58272a0ae716503b5053d3d129914\" title=\"\" tg-width=\"640\" tg-height=\"457\"/></p><p>Seeking Alpha</p><p>AMZN&#39;s impressive expansion in EBIT margins and promising forward guidance have directly contributed to the optimistic consensus forward estimates as well, with the behemoth expected to generate an accelerated top/ bottom line CAGR at +11.4%/ +34.8% through FY2026.</p><p>This is compared to the previous estimates of +10.9%/ +16.9% and historical growth at a CAGR of +22.9%/ +36.4% between FY2016 and FY2023, respectively.</p><p>Combined with the robust labor market, strong discretionary spending, cooling inflation, supposed Fed pivot from H1&#39;24 onwards, and undeniable AI hype, we can understand why AMZN&#39;s e-commerce and cloud prospects have lifted drastically.</p><p><strong>AMZN Valuations</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e10267a3efbd5e9c882301a3b244517\" title=\"\" tg-width=\"640\" tg-height=\"248\"/></p><p>Seeking Alpha</p><p>As a result of its long-term tailwinds, it is apparent that AMZN is trading at a very cheap FWD EV/ EBIT valuation of 33.88x and FWD P/E of 40.22x. This is compared to its 1Y mean of 48.82x/ 58.92x and 3Y pre-pandemic mean of 75.66x/ 114.61x, though elevated compared to the sector median of 13.85x/ 15.80x, respectively.</p><p>Readers may also want to note that the stock nears the 10Y low valuations of 33.98x/ 39.46x, respectively, with it seemingly growing into its previously expensive valuations, thanks to the promising projected top/ bottom-line growth rates that nearly match the normalized averages.</p><p>Even when compared to the cloud competitors, such as Microsoft at FWD P/E of 34.76x &amp; Alphabet at 21.65x, and the e-commerce competitors, such as Shopify (SHOP) at 72.53x &amp; <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI) at 73.98x, it is apparent that AMZN remains highly attractive here.</p><p><strong>REIT Decline/ QQQ Mania</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26d5ae3806c534fa2393d05cc0be11e0\" title=\"\" tg-width=\"640\" tg-height=\"359\"/></p><p>Trading View</p><p>At the same time, with the Fed already looking to pivot from H1&#39;24 onwards, it is apparent that more investors have rotated from dividend stocks to growth/ tech/ generative AI stocks, as observed in the decline of multiple REITs as opposed to the Magnificent Seven/ QQQ/ Generative-AI Mania since the October 2022 bottom.</p><p><strong>Fear &amp; Greed Index</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f305a9e81d123e497e771d2a01cc569e\" title=\"\" tg-width=\"640\" tg-height=\"162\"/></p><p>CNN</p><p>While the overall market momentum is nearing Extreme Greed, the McClellan Volume Summation Index remains well balanced at the time of writing, with the moderately bullish index of 1,150.72x not too far from the neutral reading point of +1,000x, implying a sustainable long-term price trend ahead.</p><p>Lastly, we believe that AMZN&#39;s intermediate to long-term prospects look very bright, made possible by multiple growth drivers and lifting market sentiments, with the International Monetary Fund already guiding a soft landing ahead.</p><h2 id=\"id_1159392377\">So, Is AMZN Stock A Buy, Sell, or Hold?</h2><p><strong>AMZN 5Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe82f5739de0881ebef6fa78624319f9\" title=\"\" tg-width=\"640\" tg-height=\"359\"/></p><p>Trading View</p><p>For now, AMZN has rapidly broken out of its 50/ 100/ 200-day moving averages, while charting an impressive +105.4% rally since the December 2023 bottom, well outperforming the SPY at +32.3% over the same time period.</p><p>The stock is currently retesting its 2020 - 2022 resistance levels of $170s as well, with it remaining to be seen if the recent optimism surrounding its excellent FQ4&#39;23 earnings call may last.</p><p>On the one hand, based on the FWD P/E of 40.22x and AMZN&#39;s FY2023 adj EPS of $2.90, the stock appears to be trading way above our fair value estimate of $116.60.</p><p>On the other hand, based on the consensus FY2026 adj EPS estimates of $6.95, there seems to be an excellent upside potential of +63.3% to our long-term price target of $279.50.</p><p>We are maintaining our Buy rating, with the attractive long-term risk/reward ratio offering interested investors an excellent upside potential over the next few years.</p><p>Otherwise, bottom fishing investors may consider waiting for a moderate pullback before adding, preferably at its previous resistance range of between the $145s and the $155s for an improved margin of safety.</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>Amazon Has Rarely Been Cheaper - 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Maintain Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671301-amazon-has-rarely-been-cheaper-maintain-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon has outperformed expectations, with the strategic cost optimizations already triggering notable expansions in its operating income margins and FCF generation.We believe that the management has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671301-amazon-has-rarely-been-cheaper-maintain-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4534":"瑞士信贷持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4535":"淡马锡持仓","AMZN":"亚马逊","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4527":"明星科技股","BK4538":"云计算","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4504":"桥水持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0171293334.USD":"贝莱德英国基金A2","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4671301-amazon-has-rarely-been-cheaper-maintain-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2412613674","content_text":"Amazon has outperformed expectations, with the strategic cost optimizations already triggering notable expansions in its operating income margins and FCF generation.We believe that the management has implemented many of its cost optimization strategies into practice, after the painful lessons in 2022, as observed in its similarly promising forward guidance.AMZN's increased FY2024 cloud/ AI investments may also ensure its long-term dominance in the intensifying market competition, despite the growing TAM to $592.38B in 2032.With the stock now trading above its fair value, bottom fishing investors may consider adding after a moderate pullback, preferably at its previous resistance range of between the $145s and $155s.The Company's intermediate to long-term prospects look very bright with multiple growth drivers, further aided by the lifting market sentiments and projected soft landing ahead.We previously covered Amazon.com, Inc. (NASDAQ:AMZN) in November 2023, discussing its stellar FQ3'23 top-line performance across AWS and e-commerce segments, naturally contributing to the stock's impressive rally, further aided by the robust cost optimizations thus far.With the generative AI boom also bringing forth growing cloud deals and backlogs, we maintained our Buy rating then, with its turnaround from 2022 woes completed.In this article, we shall discuss how AMZN has outperformed expectations, with the strategic cost optimizations and moderated fulfillment/ warehouse locations already triggering notable expansions in its operating income margins and Free Cash Flow generation.Combined with the long-term e-commerce tailwinds as the macroeconomy recovers and demand for generative AI SaaS/ cloud computing grows, we maintain our confidence that AMZN deserves its spot in the Magnificent Seven groups.The AMZN Investment Thesis Has Rarely Been This CheapFor now, AMZN has reported an excellent FQ4'23 earnings call, with an overall net sales of $169.96B (+18.7% QoQ/ +13.9% YoY), overall operating income of $12.78B (+14.3% QoQ/ +266.8% YoY), and overall operating margins of 7.5% (-0.3 points QoQ/ +5.2 YoY).Much of the bottom-line tailwinds are attributed to the North American segment's improved operating income of $6.46B (+50.2% QoQ/ + 2791.6% YoY), further aided by the narrowing losses for the International segment at -$0.42B (-341% QoQ/ +81% YoY).Part of this is attributed to the reduced headcount to 1,525M by FY2023, down by -1% from 1,541M in FY2022, and by -5.1% from 1,608M in FY2021, with fulfillment and SG&A expenses also comprising a smaller part of its overall expenses at 25.6% (-1.3 points YoY/ +0.8 from FY2021 levels).As a result of the expanding bottom line, it is unsurprising that we are seeing immense improvements in AMZN's balance sheet, with a growing net cash of $28.97B by the latest quarter, compared to $3.55B in FQ3'23 and $2.87B in FQ4'22, while finally nearing its pre-pandemic net cash of $31.92B in FQ4'19.The management has also offered an optimistic FQ1'24 guidance, with an overall net sales of $140.75B (-17.1% QoQ/ +10.5% YoY) and overall operating income of $10B (-21.7% QoQ/ +102% YoY) at the midpoint.These numbers imply a drastically improved overall operating margins of 7.1% (-0.4 points QoQ/ +3.2 YoY) in FQ1'24, compared to its hyper-pandemic peak overall operating margins of 5.9% in FY2020 and pre-pandemic averages of 4.2%. This suggests that the management has implemented many of its cost optimization strategies into practice, after the painful lessons in 2022.However, readers must also temper their Free Cash Flow expectations, since FY2024 is unlikely to replicate a similarly rich FY2023 generation of $32.21B (+290.7% YoY) and margins of 5.6% (+8.9 points YoY).The AMZN management has already guided intensified capital investments on a YoY basis, \"primarily driven by increased infrastructure CapEx, support growth of our AWS business, including additional investments in generative AI, and large language models.\"We believe that these efforts are critical to ensuring AWS' relevance in the AI boom, especially due to the intensifying cloud competition offered by Microsoft (MSFT) and Alphabet (GOOG).While AWS continues to command the market-leading share of 31% by Q4'23 (inline QoQ/ -1 YoY), it is also immediately apparent that Azure has been gaining to 24% at the same time (-1 points QoQ/ +1 YoY) - thanks to its strategic partnership with OpenAI, and Google Cloud to 11% (+1 points QoQ/ +1 YoY).For now, there remain great tailwinds in the overall generative AI SaaS market, with an expanding TAM from $1.67B in 2022 to $592.38B in 2032 at an accelerated CAGR of +79.8%, easily accommodating multiple winners.However, we also believe that it is important for AMZN to maintain its leading global cloud share ahead, especially since AWS is the company's bottom-line driver, with operating income of $24.63B (+7.8% YoY) or the equivalent 66.8% of its overall profitability (non-comparable YoY) in FY2023.With these investments likely to be top/ bottom line accretive, significantly aided by the sticky consumer base with growing AWS backlog of $155.7B (+17% QoQ/ +41% YoY), AMZN may very well continue to lead the upcoming cloud computing super cycle over the next decade.The Consensus Forward EstimatesSeeking AlphaAMZN's impressive expansion in EBIT margins and promising forward guidance have directly contributed to the optimistic consensus forward estimates as well, with the behemoth expected to generate an accelerated top/ bottom line CAGR at +11.4%/ +34.8% through FY2026.This is compared to the previous estimates of +10.9%/ +16.9% and historical growth at a CAGR of +22.9%/ +36.4% between FY2016 and FY2023, respectively.Combined with the robust labor market, strong discretionary spending, cooling inflation, supposed Fed pivot from H1'24 onwards, and undeniable AI hype, we can understand why AMZN's e-commerce and cloud prospects have lifted drastically.AMZN ValuationsSeeking AlphaAs a result of its long-term tailwinds, it is apparent that AMZN is trading at a very cheap FWD EV/ EBIT valuation of 33.88x and FWD P/E of 40.22x. This is compared to its 1Y mean of 48.82x/ 58.92x and 3Y pre-pandemic mean of 75.66x/ 114.61x, though elevated compared to the sector median of 13.85x/ 15.80x, respectively.Readers may also want to note that the stock nears the 10Y low valuations of 33.98x/ 39.46x, respectively, with it seemingly growing into its previously expensive valuations, thanks to the promising projected top/ bottom-line growth rates that nearly match the normalized averages.Even when compared to the cloud competitors, such as Microsoft at FWD P/E of 34.76x & Alphabet at 21.65x, and the e-commerce competitors, such as Shopify (SHOP) at 72.53x & MercadoLibre (MELI) at 73.98x, it is apparent that AMZN remains highly attractive here.REIT Decline/ QQQ ManiaTrading ViewAt the same time, with the Fed already looking to pivot from H1'24 onwards, it is apparent that more investors have rotated from dividend stocks to growth/ tech/ generative AI stocks, as observed in the decline of multiple REITs as opposed to the Magnificent Seven/ QQQ/ Generative-AI Mania since the October 2022 bottom.Fear & Greed IndexCNNWhile the overall market momentum is nearing Extreme Greed, the McClellan Volume Summation Index remains well balanced at the time of writing, with the moderately bullish index of 1,150.72x not too far from the neutral reading point of +1,000x, implying a sustainable long-term price trend ahead.Lastly, we believe that AMZN's intermediate to long-term prospects look very bright, made possible by multiple growth drivers and lifting market sentiments, with the International Monetary Fund already guiding a soft landing ahead.So, Is AMZN Stock A Buy, Sell, or Hold?AMZN 5Y Stock PriceTrading ViewFor now, AMZN has rapidly broken out of its 50/ 100/ 200-day moving averages, while charting an impressive +105.4% rally since the December 2023 bottom, well outperforming the SPY at +32.3% over the same time period.The stock is currently retesting its 2020 - 2022 resistance levels of $170s as well, with it remaining to be seen if the recent optimism surrounding its excellent FQ4'23 earnings call may last.On the one hand, based on the FWD P/E of 40.22x and AMZN's FY2023 adj EPS of $2.90, the stock appears to be trading way above our fair value estimate of $116.60.On the other hand, based on the consensus FY2026 adj EPS estimates of $6.95, there seems to be an excellent upside potential of +63.3% to our long-term price target of $279.50.We are maintaining our Buy rating, with the attractive long-term risk/reward ratio offering interested investors an excellent upside potential over the next few years.Otherwise, bottom fishing investors may consider waiting for a moderate pullback before adding, preferably at its previous resistance range of between the $145s and the $155s for an improved margin of safety.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275996972105960,"gmtCreate":1708420978799,"gmtModify":1708420983680,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275996972105960","repostId":"1131193057","repostType":2,"repost":{"id":"1131193057","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":1708420617,"share":"https://ttm.financial/m/news/1131193057?lang=&edition=fundamental","pubTime":"2024-02-20 17:16","market":"us","language":"en","title":"Intel Stock Jumps 3% Premarket as the Company in Talks for More Than $10 Billion in Chips Act Incentives","url":"https://stock-news.laohu8.com/highlight/detail?id=1131193057","media":"Tiger Newspress","summary":"According to Bloomberg, the Biden administration is in talks to confer more than $10 billion in subsidies to Intel Corp., people familiar with the matter said, in what would be the largest award yet under a plan to bring semiconductor manufacturing back to US soil.Intel stock jumps nearly 3% in premarket trading.Intel’s award package is expected to include both loans and direct grants, according to the people, who asked not to be identified because the deliberations are private. They stressed th","content":"<html><head></head><body><p>According to Bloomberg, the Biden administration is in talks to confer more than $10 billion in subsidies to Intel Corp., people familiar with the matter said, in what would be the largest award yet under a plan to bring semiconductor manufacturing back to US soil.</p><p>Intel stock jumps nearly 3% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/554ecdfa23a9f6685f7cb356e84b0307\" tg-width=\"792\" tg-height=\"625\"/></p><p>Intel’s award package is expected to include both loans and direct grants, according to the people, who asked not to be identified because the deliberations are private. They stressed that negotiations are still underway.</p><p>The Commerce Department and Intel declined to comment.</p><p>The incentives would come from the 2022 Chips and Science Act, which set aside $39 billion in direct grants as well as loans and loan guarantees worth $75 billion to get the world’s top semiconductor companies to manufacture chips in the US after decades of production abroad.</p><p>Intel climbed as much as 1.1% in late trading Friday after Bloomberg reported the news. The stock was down 13% this year through the close.</p><p>Chips firms have invested more than $230 billion in the US since President Joe Biden took office, and the administration’s goal is to establish at least two leading-edge manufacturing clusters by 2030.</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>Intel Stock Jumps 3% Premarket as the Company in Talks for More Than $10 Billion in Chips Act Incentives</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\">\nIntel Stock Jumps 3% Premarket as the Company in Talks for More Than $10 Billion in Chips Act Incentives\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\">2024-02-20 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>According to Bloomberg, the Biden administration is in talks to confer more than $10 billion in subsidies to Intel Corp., people familiar with the matter said, in what would be the largest award yet under a plan to bring semiconductor manufacturing back to US soil.</p><p>Intel stock jumps nearly 3% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/554ecdfa23a9f6685f7cb356e84b0307\" tg-width=\"792\" tg-height=\"625\"/></p><p>Intel’s award package is expected to include both loans and direct grants, according to the people, who asked not to be identified because the deliberations are private. They stressed that negotiations are still underway.</p><p>The Commerce Department and Intel declined to comment.</p><p>The incentives would come from the 2022 Chips and Science Act, which set aside $39 billion in direct grants as well as loans and loan guarantees worth $75 billion to get the world’s top semiconductor companies to manufacture chips in the US after decades of production abroad.</p><p>Intel climbed as much as 1.1% in late trading Friday after Bloomberg reported the news. The stock was down 13% this year through the close.</p><p>Chips firms have invested more than $230 billion in the US since President Joe Biden took office, and the administration’s goal is to establish at least two leading-edge manufacturing clusters by 2030.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131193057","content_text":"According to Bloomberg, the Biden administration is in talks to confer more than $10 billion in subsidies to Intel Corp., people familiar with the matter said, in what would be the largest award yet under a plan to bring semiconductor manufacturing back to US soil.Intel stock jumps nearly 3% in premarket trading.Intel’s award package is expected to include both loans and direct grants, according to the people, who asked not to be identified because the deliberations are private. They stressed that negotiations are still underway.The Commerce Department and Intel declined to comment.The incentives would come from the 2022 Chips and Science Act, which set aside $39 billion in direct grants as well as loans and loan guarantees worth $75 billion to get the world’s top semiconductor companies to manufacture chips in the US after decades of production abroad.Intel climbed as much as 1.1% in late trading Friday after Bloomberg reported the news. The stock was down 13% this year through the close.Chips firms have invested more than $230 billion in the US since President Joe Biden took office, and the administration’s goal is to establish at least two leading-edge manufacturing clusters by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272009922785488,"gmtCreate":1707446581849,"gmtModify":1707446586434,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272009922785488","repostId":"1105440715","repostType":2,"repost":{"id":"1105440715","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":1706594622,"share":"https://ttm.financial/m/news/1105440715?lang=&edition=fundamental","pubTime":"2024-01-30 14:03","market":"hk","language":"en","title":"Reminder: Public Holidays During Chinese Lunar New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1105440715","media":"Tiger Newspress","summary":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The Singapore market will observe hal","content":"<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/713dc7b997c4168eff598610fdcd712f\" tg-width=\"1080\" tg-height=\"1920\"/></p><p><strong>The Singapore market</strong> will observe half-day trading on Friday, 9 Feb 2024 and will be closed all day on Monday, 12 Feb 2024 local time for Chinese Lunar New Year.</p><p><strong>The Hong Kong market</strong> will observe half-day trading on Friday, 9 Feb 2024 and will be closed all day on Monday, 12 Feb 2024 and Tuesday, 13 Feb 2024 local time for Chinese Lunar New Year.</p><p><strong>The China A-shares market</strong> will be closed from Friday, 9 Feb 2024 to Friday, 16 Feb 2024 local time for Chinese Lunar New Year.</p><p><strong>The U.S. market</strong> will open normally during the whole holiday.</p><h3 id=\"id_1289476788\">Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Public Holidays During Chinese Lunar New Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Public Holidays During Chinese Lunar New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-30 14:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/713dc7b997c4168eff598610fdcd712f\" tg-width=\"1080\" tg-height=\"1920\"/></p><p><strong>The Singapore market</strong> will observe half-day trading on Friday, 9 Feb 2024 and will be closed all day on Monday, 12 Feb 2024 local time for Chinese Lunar New Year.</p><p><strong>The Hong Kong market</strong> will observe half-day trading on Friday, 9 Feb 2024 and will be closed all day on Monday, 12 Feb 2024 and Tuesday, 13 Feb 2024 local time for Chinese Lunar New Year.</p><p><strong>The China A-shares market</strong> will be closed from Friday, 9 Feb 2024 to Friday, 16 Feb 2024 local time for Chinese Lunar New Year.</p><p><strong>The U.S. market</strong> will open normally during the whole holiday.</p><h3 id=\"id_1289476788\">Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数","STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105440715","content_text":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The Singapore market will observe half-day trading on Friday, 9 Feb 2024 and will be closed all day on Monday, 12 Feb 2024 local time for Chinese Lunar New Year.The Hong Kong market will observe half-day trading on Friday, 9 Feb 2024 and will be closed all day on Monday, 12 Feb 2024 and Tuesday, 13 Feb 2024 local time for Chinese Lunar New Year.The China A-shares market will be closed from Friday, 9 Feb 2024 to Friday, 16 Feb 2024 local time for Chinese Lunar New Year.The U.S. market will open normally during the whole holiday.BackgroundChinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year's Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254632722096248,"gmtCreate":1703202843664,"gmtModify":1703202847875,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254632722096248","repostId":"2393148743","repostType":4,"repost":{"id":"2393148743","pubTimestamp":1703202300,"share":"https://ttm.financial/m/news/2393148743?lang=&edition=fundamental","pubTime":"2023-12-22 07:45","market":"us","language":"en","title":"ASML Ships First Parts of New High-End Machine to Intel US Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=2393148743","media":"Bloomberg","summary":"ASML Holding NV said it started shipping major parts of the first of its newest chipmaking machine to Intel Corp.The state-of-the-art system, called high-NA extreme ultraviolet, was shipped to Intel’s","content":"<html><head></head><body><p style=\"text-align: start;\">ASML Holding NV said it started shipping major parts of the first of its newest chipmaking machine to Intel Corp.</p><p style=\"text-align: start;\">The state-of-the-art system, called high-NA extreme ultraviolet, was shipped to Intel’s D1X factory in Oregon, according to people familiar with the matter, who spoke on condition of anonymity. Intel and ASML spokespeople didn’t comment on the destination of the system.</p><p style=\"text-align: start;\">The technology has huge significance for both companies, which are among the most important in the semiconductor business. Intel Chief Executive Officer Pat Gelsinger promised his company would get the first of this new type of machine, showing his commitment to returning to the forefront of manufacturing technology. ASML, for its part, is rolling out the new technique with the goal of keeping the chip industry dependent on its gear.</p><p>Intel plans to begin production with the system in 2025, ASML said in a statement last year. D1X is a facility where Intel develops and perfects its future production techniques.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f36c34c90a72c1d56246f33061f14b2c\" tg-width=\"828\" tg-height=\"1208\"/></p><p>ASML is the world’s top maker of lithography systems, machines that perform a crucial step in the process of creating semiconductors. It is the only producer of extreme ultraviolet lithography machines used by Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. and Intel for the most advanced fabrication.</p><p style=\"text-align: start;\">“We’re excited and proud to ship our first high NA EUV system to Intel,” ASML said Thursday in a post on the social media outlet X.</p><p style=\"text-align: start;\">The first model of ASML’s high-NA extreme ultraviolet lithography machine, which is called Twinscan EXE:5200, is set to be priced at around €250 million ($275 million), Oddo BHF analysts said in a note earlier this month.</p><p style=\"text-align: start;\">The second generation of the high-NA EUV machine, dubbed EXE:5200B, will have higher productivity and a price tag of more than €350 million, the analysts said after a meeting with the company.</p><p style=\"text-align: start;\">ASML charges about $180 million for its current top-end machines.</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>ASML Ships First Parts of New High-End Machine to Intel US Plant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML Ships First Parts of New High-End Machine to Intel US Plant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-12-21/asml-ships-first-parts-of-new-high-end-machine-to-intel-us-plant?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML Holding NV said it started shipping major parts of the first of its newest chipmaking machine to Intel Corp.The state-of-the-art system, called high-NA extreme ultraviolet, was shipped to Intel’s...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-12-21/asml-ships-first-parts-of-new-high-end-machine-to-intel-us-plant?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4585":"ETF&股票定投概念","BK4147":"半导体设备","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","BK4527":"明星科技股","INTC":"英特尔","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4141":"半导体产品","BK4579":"人工智能","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4512":"苹果概念","LU2063271972.USD":"富兰克林创新领域基金","BK4575":"芯片概念","ASML":"阿斯麦","BK4529":"IDC概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-12-21/asml-ships-first-parts-of-new-high-end-machine-to-intel-us-plant?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393148743","content_text":"ASML Holding NV said it started shipping major parts of the first of its newest chipmaking machine to Intel Corp.The state-of-the-art system, called high-NA extreme ultraviolet, was shipped to Intel’s D1X factory in Oregon, according to people familiar with the matter, who spoke on condition of anonymity. Intel and ASML spokespeople didn’t comment on the destination of the system.The technology has huge significance for both companies, which are among the most important in the semiconductor business. Intel Chief Executive Officer Pat Gelsinger promised his company would get the first of this new type of machine, showing his commitment to returning to the forefront of manufacturing technology. ASML, for its part, is rolling out the new technique with the goal of keeping the chip industry dependent on its gear.Intel plans to begin production with the system in 2025, ASML said in a statement last year. D1X is a facility where Intel develops and perfects its future production techniques.ASML is the world’s top maker of lithography systems, machines that perform a crucial step in the process of creating semiconductors. It is the only producer of extreme ultraviolet lithography machines used by Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. and Intel for the most advanced fabrication.“We’re excited and proud to ship our first high NA EUV system to Intel,” ASML said Thursday in a post on the social media outlet X.The first model of ASML’s high-NA extreme ultraviolet lithography machine, which is called Twinscan EXE:5200, is set to be priced at around €250 million ($275 million), Oddo BHF analysts said in a note earlier this month.The second generation of the high-NA EUV machine, dubbed EXE:5200B, will have higher productivity and a price tag of more than €350 million, the analysts said after a meeting with the company.ASML charges about $180 million for its current top-end machines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254629117001768,"gmtCreate":1703201949500,"gmtModify":1703201952782,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254629117001768","repostId":"1100377429","repostType":2,"repost":{"id":"1100377429","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":1703165476,"share":"https://ttm.financial/m/news/1100377429?lang=&edition=fundamental","pubTime":"2023-12-21 21:31","market":"us","language":"en","title":"U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1100377429","media":"Tiger Newspress","summary":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis  said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials","content":"<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate\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\">2023-12-21 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</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":"1100377429","content_text":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254623278891256,"gmtCreate":1703200692930,"gmtModify":1703200697159,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254623278891256","repostId":"2392771039","repostType":2,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249626614530144,"gmtCreate":1701993935311,"gmtModify":1701993939583,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249626614530144","repostId":"2389710620","repostType":2,"repost":{"id":"2389710620","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":1701991856,"share":"https://ttm.financial/m/news/2389710620?lang=&edition=fundamental","pubTime":"2023-12-08 07:30","market":"us","language":"en","title":"AMD Is Poised for Huge AI Growth in 2024 and the Stock Market Is Paying Attention","url":"https://stock-news.laohu8.com/highlight/detail?id=2389710620","media":"Dow Jones","summary":"AMD appears confident it can rival Nvidia and Intel. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD , Nvidia  and Intel  are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn't available for testing yet so AMD couldn't run any comparisons.","content":"<html><head></head><body><p>AMD appears confident it can rival Nvidia and Intel</p><p>Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.</p><p>Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?</p><p>AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?</p><p>Starting off the company&#39;s &#34;Accelerate AI&#34; event held in San Jose, Calif. on Wednesday, CEO Lisa Su tried to squelch some of that debate. One of the first slides she showed described how the projected TAM (total addressable market, or the market size to which AMD could potentially target with its chips) for data center AI accelerators through 2027 has increased to a projected $400 billion from $150 billion in just the last year. That is a growth rate of more than 70% for the next four years and justified Su&#39;s parting words to her audience: &#34;AI is absolutely the No. 1 priority at AMD.&#34;</p><p>Witnessing the change in the company&#39;s direction, its acceleration in its AI software development and engagement with partners, it&#39;s easy to believe Su is telling the truth. AMD has projected that the MI300 family of products will bring at least a $2 billion revenue uplift, a bold statement for a company that typically is timid about projecting that much monetary confidence.</p><p>But its AI-focused event detailed why AMD is confident in its products and its position versus competitors. Two new data center AI processors were announced, the Instinct MI300X and the MI300A. At a high level the MI300X is the competitor to traditional data center GPUs like the Nvidia H100, while the MI300A is a combination of CPU and GPU cores in a single package, creating a hybrid product similar to Grace Hopper from Nvidia and the delayed Falcon Shores project from Intel.</p><p>Focus was on the MI300X product, as it is shipping and available now from several partners. AMD went into a lot of detail on its performance claims for the MI300X, all of which need some external third-party validation of course, including matching performance with the Nvidia H100 GPU in AI training workloads and 40-60% faster performance in AI inference workloads. The MI300X offers 192GB of memory per GPU, while the H100 is limited to 80GB and this is likely a big reason for the performance of AMD&#39;s new chip.</p><p>Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn&#39;t available for testing yet so AMD couldn&#39;t run any comparisons.</p><p>Profitable AI ecosystem</p><p>The software ecosystem has been a big focus for AMD over the last year, ever since Su stepped on stage at CES in January 2023 to hold up the MI300 chip for the first time, promising big things for its AI strategy.</p><p>Nvidia&#39;s lead with its CUDA development platform is still a significant hurdle, but AMD has made a lot of inroads, and the evolution of the AI ecosystem to more standardized models and frameworks is also helping. The release of a new version of its CUDA competitor, ROCm 6, includes many model optimizations and development library improvements. OpenAI has signed up to support the MI300 in its standard release going forward and AMD had representatives from AI companies including databricks and Lamini on stage backing up the software progress from AMD, with one even claiming it had &#34;moved beyond CUDA.&#34;</p><p>AMD also trotted out on stage a bevy of Big Tech names including Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a>. Microsoft announced immediate availability of MI300X based instances in its Azure cloud infrastructure and Dell announced it was ready to take orders.</p><p>These are important milestones for AMD. Because it doesn&#39;t have the market dominance that Nvidia does, AMD requires the support of partners to help sell its product. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners that need to fill orders.</p><p>For Nvidia this announcement isn&#39;t a surprise, and the company has been preparing for its arrival since AMD first announced the MI300 back in 2022. The H200 and the recent performance uplift announcements that came from Nvidia were clearly meant to numb the impact that AMD&#39;s product release would have on its perceived leadership. I don&#39;t imagine we&#39;ll see Nvidia chip sales slowdown because of the MI300X, but rather the AMD part will simply be there to fill in bubbles in the production pipeline with vendors including Microsoft, Dell and Lenovo (HK:992) (LNVGY). As the size of the data center AI market continues to expand, more areas will open up for AMD to sell out its MI300 chips for the foreseeable future.</p><p>Risks to Nvidia, Intel</p><p>But this is dangerous for Nvidia over the long term. As more customers use the AMD MI300X and find that it performs well, comes with the software support they need to be successful, and even discover it provides a better performance per dollar, it opens the door for AMD in future generations of AI system integrations.</p><p>When the market shortage pulls back, more cloud providers, more system builders and more developers will consider AMD GPUs, when previously they wouldn&#39;t have taken a chance on an unknown.</p><p>Intel has more at risk than Nvidia from the MI300X family simply because this makes AMD the de-facto second source for AI computing in the data center, if it wasn&#39;t already. The efforts for Intel to push into the GPU space have seemingly slowed in recent quarters, with most of the emphasis for CEO Pat Gelsinger and team leaning into the Gaudi AI accelerators that are based on a very different architecture. Intel is hosting its own AI event on December 14th so we&#39;ll known soon how it plans to address the AI markets in both the data center and PC spaces.</p><p>Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p><p>AMD rose 9.89% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9261cfe8b132ab0ae1c3c43d6de9a6a4\" tg-width=\"612\" tg-height=\"611\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is Poised for Huge AI Growth in 2024 and the Stock Market Is Paying Attention</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Is Poised for Huge AI Growth in 2024 and the Stock Market Is Paying Attention\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\">2023-12-08 07:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD appears confident it can rival Nvidia and Intel</p><p>Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.</p><p>Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?</p><p>AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?</p><p>Starting off the company&#39;s &#34;Accelerate AI&#34; event held in San Jose, Calif. on Wednesday, CEO Lisa Su tried to squelch some of that debate. One of the first slides she showed described how the projected TAM (total addressable market, or the market size to which AMD could potentially target with its chips) for data center AI accelerators through 2027 has increased to a projected $400 billion from $150 billion in just the last year. That is a growth rate of more than 70% for the next four years and justified Su&#39;s parting words to her audience: &#34;AI is absolutely the No. 1 priority at AMD.&#34;</p><p>Witnessing the change in the company&#39;s direction, its acceleration in its AI software development and engagement with partners, it&#39;s easy to believe Su is telling the truth. AMD has projected that the MI300 family of products will bring at least a $2 billion revenue uplift, a bold statement for a company that typically is timid about projecting that much monetary confidence.</p><p>But its AI-focused event detailed why AMD is confident in its products and its position versus competitors. Two new data center AI processors were announced, the Instinct MI300X and the MI300A. At a high level the MI300X is the competitor to traditional data center GPUs like the Nvidia H100, while the MI300A is a combination of CPU and GPU cores in a single package, creating a hybrid product similar to Grace Hopper from Nvidia and the delayed Falcon Shores project from Intel.</p><p>Focus was on the MI300X product, as it is shipping and available now from several partners. AMD went into a lot of detail on its performance claims for the MI300X, all of which need some external third-party validation of course, including matching performance with the Nvidia H100 GPU in AI training workloads and 40-60% faster performance in AI inference workloads. The MI300X offers 192GB of memory per GPU, while the H100 is limited to 80GB and this is likely a big reason for the performance of AMD&#39;s new chip.</p><p>Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn&#39;t available for testing yet so AMD couldn&#39;t run any comparisons.</p><p>Profitable AI ecosystem</p><p>The software ecosystem has been a big focus for AMD over the last year, ever since Su stepped on stage at CES in January 2023 to hold up the MI300 chip for the first time, promising big things for its AI strategy.</p><p>Nvidia&#39;s lead with its CUDA development platform is still a significant hurdle, but AMD has made a lot of inroads, and the evolution of the AI ecosystem to more standardized models and frameworks is also helping. The release of a new version of its CUDA competitor, ROCm 6, includes many model optimizations and development library improvements. OpenAI has signed up to support the MI300 in its standard release going forward and AMD had representatives from AI companies including databricks and Lamini on stage backing up the software progress from AMD, with one even claiming it had &#34;moved beyond CUDA.&#34;</p><p>AMD also trotted out on stage a bevy of Big Tech names including Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a>. Microsoft announced immediate availability of MI300X based instances in its Azure cloud infrastructure and Dell announced it was ready to take orders.</p><p>These are important milestones for AMD. Because it doesn&#39;t have the market dominance that Nvidia does, AMD requires the support of partners to help sell its product. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners that need to fill orders.</p><p>For Nvidia this announcement isn&#39;t a surprise, and the company has been preparing for its arrival since AMD first announced the MI300 back in 2022. The H200 and the recent performance uplift announcements that came from Nvidia were clearly meant to numb the impact that AMD&#39;s product release would have on its perceived leadership. I don&#39;t imagine we&#39;ll see Nvidia chip sales slowdown because of the MI300X, but rather the AMD part will simply be there to fill in bubbles in the production pipeline with vendors including Microsoft, Dell and Lenovo (HK:992) (LNVGY). As the size of the data center AI market continues to expand, more areas will open up for AMD to sell out its MI300 chips for the foreseeable future.</p><p>Risks to Nvidia, Intel</p><p>But this is dangerous for Nvidia over the long term. As more customers use the AMD MI300X and find that it performs well, comes with the software support they need to be successful, and even discover it provides a better performance per dollar, it opens the door for AMD in future generations of AI system integrations.</p><p>When the market shortage pulls back, more cloud providers, more system builders and more developers will consider AMD GPUs, when previously they wouldn&#39;t have taken a chance on an unknown.</p><p>Intel has more at risk than Nvidia from the MI300X family simply because this makes AMD the de-facto second source for AI computing in the data center, if it wasn&#39;t already. The efforts for Intel to push into the GPU space have seemingly slowed in recent quarters, with most of the emphasis for CEO Pat Gelsinger and team leaning into the Gaudi AI accelerators that are based on a very different architecture. Intel is hosting its own AI event on December 14th so we&#39;ll known soon how it plans to address the AI markets in both the data center and PC spaces.</p><p>Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p><p>AMD rose 9.89% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9261cfe8b132ab0ae1c3c43d6de9a6a4\" tg-width=\"612\" tg-height=\"611\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0079474960.USD":"联博美国增长基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4077":"互动媒体与服务","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0171293334.USD":"贝莱德英国基金A2","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4576":"AR","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4575":"芯片概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK7504":"锂钴概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4577":"网络游戏","AMD":"美国超微公司","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4579":"人工智能","BK4141":"半导体产品","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK7095":"多种金属与采矿","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4573":"虚拟现实","BK4581":"高盛持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389710620","content_text":"AMD appears confident it can rival Nvidia and IntelLuckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD $(AMD)$, Nvidia $(NVDA)$ and Intel $(INTC)$ are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?Starting off the company's \"Accelerate AI\" event held in San Jose, Calif. on Wednesday, CEO Lisa Su tried to squelch some of that debate. One of the first slides she showed described how the projected TAM (total addressable market, or the market size to which AMD could potentially target with its chips) for data center AI accelerators through 2027 has increased to a projected $400 billion from $150 billion in just the last year. That is a growth rate of more than 70% for the next four years and justified Su's parting words to her audience: \"AI is absolutely the No. 1 priority at AMD.\"Witnessing the change in the company's direction, its acceleration in its AI software development and engagement with partners, it's easy to believe Su is telling the truth. AMD has projected that the MI300 family of products will bring at least a $2 billion revenue uplift, a bold statement for a company that typically is timid about projecting that much monetary confidence.But its AI-focused event detailed why AMD is confident in its products and its position versus competitors. Two new data center AI processors were announced, the Instinct MI300X and the MI300A. At a high level the MI300X is the competitor to traditional data center GPUs like the Nvidia H100, while the MI300A is a combination of CPU and GPU cores in a single package, creating a hybrid product similar to Grace Hopper from Nvidia and the delayed Falcon Shores project from Intel.Focus was on the MI300X product, as it is shipping and available now from several partners. AMD went into a lot of detail on its performance claims for the MI300X, all of which need some external third-party validation of course, including matching performance with the Nvidia H100 GPU in AI training workloads and 40-60% faster performance in AI inference workloads. The MI300X offers 192GB of memory per GPU, while the H100 is limited to 80GB and this is likely a big reason for the performance of AMD's new chip.Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn't available for testing yet so AMD couldn't run any comparisons.Profitable AI ecosystemThe software ecosystem has been a big focus for AMD over the last year, ever since Su stepped on stage at CES in January 2023 to hold up the MI300 chip for the first time, promising big things for its AI strategy.Nvidia's lead with its CUDA development platform is still a significant hurdle, but AMD has made a lot of inroads, and the evolution of the AI ecosystem to more standardized models and frameworks is also helping. The release of a new version of its CUDA competitor, ROCm 6, includes many model optimizations and development library improvements. OpenAI has signed up to support the MI300 in its standard release going forward and AMD had representatives from AI companies including databricks and Lamini on stage backing up the software progress from AMD, with one even claiming it had \"moved beyond CUDA.\"AMD also trotted out on stage a bevy of Big Tech names including Microsoft $(MSFT)$, Meta Platforms (META), Oracle $(ORCL)$, Dell Technologies $(DELL)$. Microsoft announced immediate availability of MI300X based instances in its Azure cloud infrastructure and Dell announced it was ready to take orders.These are important milestones for AMD. Because it doesn't have the market dominance that Nvidia does, AMD requires the support of partners to help sell its product. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners that need to fill orders.For Nvidia this announcement isn't a surprise, and the company has been preparing for its arrival since AMD first announced the MI300 back in 2022. The H200 and the recent performance uplift announcements that came from Nvidia were clearly meant to numb the impact that AMD's product release would have on its perceived leadership. I don't imagine we'll see Nvidia chip sales slowdown because of the MI300X, but rather the AMD part will simply be there to fill in bubbles in the production pipeline with vendors including Microsoft, Dell and Lenovo (HK:992) (LNVGY). As the size of the data center AI market continues to expand, more areas will open up for AMD to sell out its MI300 chips for the foreseeable future.Risks to Nvidia, IntelBut this is dangerous for Nvidia over the long term. As more customers use the AMD MI300X and find that it performs well, comes with the software support they need to be successful, and even discover it provides a better performance per dollar, it opens the door for AMD in future generations of AI system integrations.When the market shortage pulls back, more cloud providers, more system builders and more developers will consider AMD GPUs, when previously they wouldn't have taken a chance on an unknown.Intel has more at risk than Nvidia from the MI300X family simply because this makes AMD the de-facto second source for AI computing in the data center, if it wasn't already. The efforts for Intel to push into the GPU space have seemingly slowed in recent quarters, with most of the emphasis for CEO Pat Gelsinger and team leaning into the Gaudi AI accelerators that are based on a very different architecture. Intel is hosting its own AI event on December 14th so we'll known soon how it plans to address the AI markets in both the data center and PC spaces.Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.AMD rose 9.89% on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249520613245216,"gmtCreate":1701958328180,"gmtModify":1701958331773,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249520613245216","repostId":"2389038465","repostType":4,"repost":{"id":"2389038465","pubTimestamp":1701928292,"share":"https://ttm.financial/m/news/2389038465?lang=&edition=fundamental","pubTime":"2023-12-07 13:51","market":"us","language":"en","title":"2 Warren Buffett Stocks to Buy Hand Over Fist in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2389038465","media":"Motley Fool","summary":"Oil prices and other catalysts could fuel these Berkshire-owned oil stocks in 2024.","content":"<html><head></head><body><p>Warren Buffett&#39;s company, <strong>Berkshire Hathaway</strong>, owns lots of stocks. Two of its biggest holdings are oil stocks: <strong>Chevron</strong> and <strong>Occidental Petroleum</strong>. They currently rank as Berkshire&#39;s fifth- and sixth-largest holdings. Together, they represent over 10% of its publicly traded stock portfolio.</p><p>Investors should consider scooping up that oil stock duo this month. Here&#39;s why they have the fuel to potentially produce strong total returns in 2024.</p><h2 id=\"id_166193411\">Catalysts for crude</h2><p>Oil prices have meandered along this year. WTI, the primary U.S. oil price benchmark, currently trades around $75 per barrel. While WTI has been as high as $95 per barrel (and sank below $65 a barrel at one point), it has spent most of the year in the $75-to-$80 per barrel range. Meanwhile, Brent oil (the global benchmark) has been around that same range.</p><p>Most oil market watchers expect crude to be higher next year. The U.S. Energy Information Administration&#39;s (EIA) latest short-term energy outlook forecasts Brent oil to average $93 a barrel next year. That&#39;s the same price point pegged by <strong>Barclays</strong>. Meanwhile, <strong>Goldman Sachs </strong>sees oil trading between $70 and $100 a barrel next year, with clear catalysts to push crude to the upper end of that range.</p><p>OPEC is one of those catalysts. The group of oil-producing nations is currently debating whether to extend their production cuts into 2024. The group, plus some nonmembers (known collectively as OPEC+), reportedly plans to extend their current 1.3 million-barrel-per-day (BPD) cuts through March and could ultimately cut its output by 2.2 million BPD.</p><p>The market is skeptical that OPEC+ will deliver the expected cuts for next year. However, if OPEC limits supply, oil prices could trend toward the triple digits.</p><p>Meanwhile, there&#39;s always the potential for an oil supply shock. We got one in 2022 when Russia invaded Ukraine, sending the price of crude into the triple digits. There&#39;s a real risk for another one in 2024 if the Israel-Hamas war boils over into a larger conflict in the Middle East. Credit rating agency Fitch sees the potential for a higher oil price scenario where crude averages $120 a barrel next year in the event of a supply shock.</p><h2 id=\"id_3460771657\">Crude is one of many catalysts for these Buffett stocks</h2><p>Higher oil prices would enable Chevron and Occidental Petroleum to produce more earnings and cash flow in 2024. That alone would likely drive their share prices higher, following their slides in 2023:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a52ea1cb86689a6b490c3b38cb7042dc\" tg-width=\"720\" tg-height=\"466\"/></p><p>OXY data by YCharts</p><p>It would also give them more cash to buy back more of their beaten-down shares. Chevron currently plans to repurchase $20 billion in stock next year, the top end of its $10 billion-$20 billion range. Occidental would also be able to repurchase more shares if oil prices were higher next year. That would likely trigger additional preferred stock repurchases from Buffett&#39;s company, enabling it to eliminate more of the high-cost funding it used to buy Anadarko in 2019.</p><p>However, oil isn&#39;t their only upside catalyst. Chevron is currently working to close its needle-moving deal for <strong>Hess</strong>. That transaction would significantly enhance its free cash flow and growth profile.</p><p>It&#39;s driving Chevron&#39;s view that it will be able to increase its dividend by 8% next year and boost its share repurchase rate by $2.5 billion per year to $20 billion annually. That&#39;s assuming $70 oil. If oil prices are higher, Chevron will generate more cash that it can allocate toward creating additional value for investors next year.</p><p>Meanwhile, Occidental is eyeing a needle-moving deal of its own. It has reportedly emerged as the leading bidder for CrownRock. An acquisition would significantly enhance the company&#39;s already meaningful position in the low-cost Permian Basin. A deal could also help it generate more cash next year, especially if oil prices increase.</p><p>In addition, both companies are working to advance their lower-carbon energy strategies. Occidental continues to move ahead with its direct-air capture (DAC) strategy, including securing commercial and financial partners for its first facility, which it expects to complete in 2025. Chevron is working on a range of lower-carbon opportunities, including carbon capture and biofuels. As investors start seeing more clarity on the future earnings from these new ventures, it could help boost their valuations.</p><h2 id=\"id_3442277908\">2024 could be a strong year for these Buffett-backed oil stocks</h2><p>Catalysts abound for Chevron and Occidental. Several factors could push oil prices higher, enabling them to generate more cash flow. Meanwhile, both oil companies could complete a needle-moving deal, enhancing their ability to cash in on higher crude prices. Finally, they continue to advance their lower-carbon energy strategies, which could become more evident growth drivers over the next year.</p><p>These factors make Chevron and Occidental compelling Buffett stocks to buy this month.</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 Warren Buffett Stocks to Buy Hand Over Fist in December</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 Warren Buffett Stocks to Buy Hand Over Fist in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/06/2-warren-buffett-stocks-to-buy-hand-over-fist-in-d/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's company, Berkshire Hathaway, owns lots of stocks. Two of its biggest holdings are oil stocks: Chevron and Occidental Petroleum. They currently rank as Berkshire's fifth- and sixth-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/06/2-warren-buffett-stocks-to-buy-hand-over-fist-in-d/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","CVX":"雪佛龙","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4588":"碎股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4201":"综合性石油与天然气企业","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","OXY":"西方石油","LU0251142724.SGD":"Fidelity America A-SGD","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4021":"海运","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4534":"瑞士信贷持仓","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4176":"多领域控股","BK4550":"红杉资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4570":"地缘局势概念股","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/12/06/2-warren-buffett-stocks-to-buy-hand-over-fist-in-d/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389038465","content_text":"Warren Buffett's company, Berkshire Hathaway, owns lots of stocks. Two of its biggest holdings are oil stocks: Chevron and Occidental Petroleum. They currently rank as Berkshire's fifth- and sixth-largest holdings. Together, they represent over 10% of its publicly traded stock portfolio.Investors should consider scooping up that oil stock duo this month. Here's why they have the fuel to potentially produce strong total returns in 2024.Catalysts for crudeOil prices have meandered along this year. WTI, the primary U.S. oil price benchmark, currently trades around $75 per barrel. While WTI has been as high as $95 per barrel (and sank below $65 a barrel at one point), it has spent most of the year in the $75-to-$80 per barrel range. Meanwhile, Brent oil (the global benchmark) has been around that same range.Most oil market watchers expect crude to be higher next year. The U.S. Energy Information Administration's (EIA) latest short-term energy outlook forecasts Brent oil to average $93 a barrel next year. That's the same price point pegged by Barclays. Meanwhile, Goldman Sachs sees oil trading between $70 and $100 a barrel next year, with clear catalysts to push crude to the upper end of that range.OPEC is one of those catalysts. The group of oil-producing nations is currently debating whether to extend their production cuts into 2024. The group, plus some nonmembers (known collectively as OPEC+), reportedly plans to extend their current 1.3 million-barrel-per-day (BPD) cuts through March and could ultimately cut its output by 2.2 million BPD.The market is skeptical that OPEC+ will deliver the expected cuts for next year. However, if OPEC limits supply, oil prices could trend toward the triple digits.Meanwhile, there's always the potential for an oil supply shock. We got one in 2022 when Russia invaded Ukraine, sending the price of crude into the triple digits. There's a real risk for another one in 2024 if the Israel-Hamas war boils over into a larger conflict in the Middle East. Credit rating agency Fitch sees the potential for a higher oil price scenario where crude averages $120 a barrel next year in the event of a supply shock.Crude is one of many catalysts for these Buffett stocksHigher oil prices would enable Chevron and Occidental Petroleum to produce more earnings and cash flow in 2024. That alone would likely drive their share prices higher, following their slides in 2023:OXY data by YChartsIt would also give them more cash to buy back more of their beaten-down shares. Chevron currently plans to repurchase $20 billion in stock next year, the top end of its $10 billion-$20 billion range. Occidental would also be able to repurchase more shares if oil prices were higher next year. That would likely trigger additional preferred stock repurchases from Buffett's company, enabling it to eliminate more of the high-cost funding it used to buy Anadarko in 2019.However, oil isn't their only upside catalyst. Chevron is currently working to close its needle-moving deal for Hess. That transaction would significantly enhance its free cash flow and growth profile.It's driving Chevron's view that it will be able to increase its dividend by 8% next year and boost its share repurchase rate by $2.5 billion per year to $20 billion annually. That's assuming $70 oil. If oil prices are higher, Chevron will generate more cash that it can allocate toward creating additional value for investors next year.Meanwhile, Occidental is eyeing a needle-moving deal of its own. It has reportedly emerged as the leading bidder for CrownRock. An acquisition would significantly enhance the company's already meaningful position in the low-cost Permian Basin. A deal could also help it generate more cash next year, especially if oil prices increase.In addition, both companies are working to advance their lower-carbon energy strategies. Occidental continues to move ahead with its direct-air capture (DAC) strategy, including securing commercial and financial partners for its first facility, which it expects to complete in 2025. Chevron is working on a range of lower-carbon opportunities, including carbon capture and biofuels. As investors start seeing more clarity on the future earnings from these new ventures, it could help boost their valuations.2024 could be a strong year for these Buffett-backed oil stocksCatalysts abound for Chevron and Occidental. Several factors could push oil prices higher, enabling them to generate more cash flow. Meanwhile, both oil companies could complete a needle-moving deal, enhancing their ability to cash in on higher crude prices. Finally, they continue to advance their lower-carbon energy strategies, which could become more evident growth drivers over the next year.These factors make Chevron and Occidental compelling Buffett stocks to buy this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249520516538416,"gmtCreate":1701958173005,"gmtModify":1701958177575,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249520516538416","repostId":"2389056833","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234266085777696,"gmtCreate":1698202706797,"gmtModify":1698202711266,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👍🏻🙏🏼","listText":"👍🏻🙏🏼","text":"👍🏻🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234266085777696","repostId":"2378051290","repostType":4,"repost":{"id":"2378051290","pubTimestamp":1698201925,"share":"https://ttm.financial/m/news/2378051290?lang=&edition=fundamental","pubTime":"2023-10-25 10:45","market":"sg","language":"en","title":"Netflix’s Share Price Jumped Almost 16% in One Day: Good Buy or Value Trap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2378051290","media":"The Smart Investor","summary":"The streaming giant reported a strong set of numbers and is enjoying several catalysts that can grow its business further.","content":"<html><head></head><body><p>The world of streaming television is becoming more competitive.</p><p>Apart from <strong>Netflix</strong> (NASDAQ: NFLX), new players such as <strong>Disney</strong> (NYSE: DIS) and <strong>Amazon</strong> (NASDAQ: AMZN) are introducing streaming TV services to capture a slice of the lucrative pie.</p><p>The customer is the one who benefits as he or she now has a plethora of entertainment choices.</p><p>For market leader Netflix, its share price recently jumped by nearly 16% after reporting its latest set of financial results.</p><p>Does this leap signify continued success for the streaming giant, or could it be a value trap that investors should avoid?</p><p>Let us dig deeper into Netflix’s business to find out.</p><h2 id=\"id_2194316931\">A sparkling set of numbers</h2><p>Netflix’s third-quarter 2023 (3Q 2023) saw revenue continue its upward climb, rising by 7.8% year on year to US$8.5 billion.</p><p>The company’s operating margin continued to rise, inching up to 22.4% from 22.3% in the previous quarter, and is now the highest in five quarters.</p><p>Net profit came in at US$1.7 billion, up 20% from a year ago.</p><p>Netflix also increased its free cash flow guidance to around US$6.5 billion, up from its prior forecast of US$5 billion.</p><p>For the first nine months of 2023 (9M 2023), the streaming giant already generated US$5.4 billion of free cash flow.</p><p>Meanwhile, Netflix’s streaming paid memberships hit 247.2 million for 3Q 2023, up 10.8% year on year and at a new record high.</p><p>The addition of 8.8 million new members is a sea change from the quarter-on-quarter loss in subscribers that the company experienced in the second quarter of last year.</p><p>Wall Street had projected subscriber additions of just 5.5 million, so Netflix’s numbers blew expectations out of the park.</p><h2 id=\"id_173362434\">Hovering high above its competitors</h2><p>Investors should note that Netflix commands the largest proportion of US TV screen time compared to its closest competitors.</p><p>According to research firm Nielsen, the company had the most watched original series for 37 out of the first 38 weeks of 2023 and the most watched movie in 31 out of these 38 weeks.</p><p>For September 2023, streaming took up 37.5% of US TV screen time.</p><p>Netflix’s share stood at a high of 7.8%, more than double that of Amazon’s 3.6% and more than four times of Disney’s 1.9%.</p><p>Moreover, Netflix will be increasing the prices of two of its ad-free plans by several dollars, going from US$9.99 to US$11.99 per month for the basic plan and US$19.99 to US$22.99 for the premium plan.</p><p>Competitors such as Disney Plus, Hulu, and Prime Video have also increased their subscription prices, with ad-free bundles jumping as much as 60% depending on the type of plan.</p><p>With Netflix’s larger share of screen time, this means that viewers will also be less sensitive to price increases and not switch to rival networks.</p><h2 id=\"id_911211389\">Broadening its content slate and opening physical stores</h2><p>Netflix already boasts an impressive content slate.</p><p>But the streaming giant plans to broaden it further with the announcement of a multi-year agreement with Skydance Animation, which will help develop and produce animated movies on Netflix’s platform from 2024 onwards.</p><p>The business is also increasing its sports shoulder programming with a wide variety of sports dramas available on its platform.</p><p>These include docuseries and/or documentaries on famous sports celebrities such as David Beckham.</p><p>Management also wants to up its engagement by several notches by developing a physical store called “Netflix House” over the next few years.</p><p>These stores will feature fresh, new live experiences combined with food and retail that Netflix hopes will attract fans to come back again and again, each time with the promise of a fresh experience.</p><h2 id=\"id_3480305126\">Catalysts to watch for</h2><p>Aside from expanding its content and developing new ways to engage its members, investors should also watch for these catalysts.</p><p>Netflix’s paid sharing saw a low cancellation rate as many households converted to full-paying memberships.</p><p>With high retention rates, Netflix can now monetise these additional accounts to add to its burgeoning subscriber base.</p><p>The company plans to continue converting these borrower households over the next few quarters, an action that could see continued healthy additions to its subscriber numbers.</p><p>Elsewhere, Netflix’s ad-free tier has been launched for less than a year but has seen healthy traction.</p><p>Management believes that over time, its ad-tiered business could become a multi-billion-dollar revenue stream.</p><h2 id=\"id_1443834206\">Get Smart: Growth catalysts in place</h2><p>Netflix not only enjoys a strong market position but is also intent on further expanding its content slate to improve engagement.</p><p>The company has grand plans in the next few years to open physical stores and is partnering with content producers to increase the variety of movies and TV series on its platform.</p><p>The streaming giant’s share price may have jumped sharply in one day, but there could be room for further long-term appreciation if its corporate strategies pan out well.</p><p></p></body></html>","source":"thesmartinvestor_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\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix’s Share Price Jumped Almost 16% in One Day: Good Buy or Value Trap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-25 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/netflixs-share-price-jumped-almost-16-in-one-day-good-buy-or-value-trap/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world of streaming television is becoming more competitive.Apart from Netflix (NASDAQ: NFLX), new players such as Disney (NYSE: DIS) and Amazon (NASDAQ: AMZN) are introducing streaming TV services...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/netflixs-share-price-jumped-almost-16-in-one-day-good-buy-or-value-trap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","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","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1823568750.SGD":"Fidelity Global Technology A-ACC 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ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://thesmartinvestor.com.sg/netflixs-share-price-jumped-almost-16-in-one-day-good-buy-or-value-trap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378051290","content_text":"The world of streaming television is becoming more competitive.Apart from Netflix (NASDAQ: NFLX), new players such as Disney (NYSE: DIS) and Amazon (NASDAQ: AMZN) are introducing streaming TV services to capture a slice of the lucrative pie.The customer is the one who benefits as he or she now has a plethora of entertainment choices.For market leader Netflix, its share price recently jumped by nearly 16% after reporting its latest set of financial results.Does this leap signify continued success for the streaming giant, or could it be a value trap that investors should avoid?Let us dig deeper into Netflix’s business to find out.A sparkling set of numbersNetflix’s third-quarter 2023 (3Q 2023) saw revenue continue its upward climb, rising by 7.8% year on year to US$8.5 billion.The company’s operating margin continued to rise, inching up to 22.4% from 22.3% in the previous quarter, and is now the highest in five quarters.Net profit came in at US$1.7 billion, up 20% from a year ago.Netflix also increased its free cash flow guidance to around US$6.5 billion, up from its prior forecast of US$5 billion.For the first nine months of 2023 (9M 2023), the streaming giant already generated US$5.4 billion of free cash flow.Meanwhile, Netflix’s streaming paid memberships hit 247.2 million for 3Q 2023, up 10.8% year on year and at a new record high.The addition of 8.8 million new members is a sea change from the quarter-on-quarter loss in subscribers that the company experienced in the second quarter of last year.Wall Street had projected subscriber additions of just 5.5 million, so Netflix’s numbers blew expectations out of the park.Hovering high above its competitorsInvestors should note that Netflix commands the largest proportion of US TV screen time compared to its closest competitors.According to research firm Nielsen, the company had the most watched original series for 37 out of the first 38 weeks of 2023 and the most watched movie in 31 out of these 38 weeks.For September 2023, streaming took up 37.5% of US TV screen time.Netflix’s share stood at a high of 7.8%, more than double that of Amazon’s 3.6% and more than four times of Disney’s 1.9%.Moreover, Netflix will be increasing the prices of two of its ad-free plans by several dollars, going from US$9.99 to US$11.99 per month for the basic plan and US$19.99 to US$22.99 for the premium plan.Competitors such as Disney Plus, Hulu, and Prime Video have also increased their subscription prices, with ad-free bundles jumping as much as 60% depending on the type of plan.With Netflix’s larger share of screen time, this means that viewers will also be less sensitive to price increases and not switch to rival networks.Broadening its content slate and opening physical storesNetflix already boasts an impressive content slate.But the streaming giant plans to broaden it further with the announcement of a multi-year agreement with Skydance Animation, which will help develop and produce animated movies on Netflix’s platform from 2024 onwards.The business is also increasing its sports shoulder programming with a wide variety of sports dramas available on its platform.These include docuseries and/or documentaries on famous sports celebrities such as David Beckham.Management also wants to up its engagement by several notches by developing a physical store called “Netflix House” over the next few years.These stores will feature fresh, new live experiences combined with food and retail that Netflix hopes will attract fans to come back again and again, each time with the promise of a fresh experience.Catalysts to watch forAside from expanding its content and developing new ways to engage its members, investors should also watch for these catalysts.Netflix’s paid sharing saw a low cancellation rate as many households converted to full-paying memberships.With high retention rates, Netflix can now monetise these additional accounts to add to its burgeoning subscriber base.The company plans to continue converting these borrower households over the next few quarters, an action that could see continued healthy additions to its subscriber numbers.Elsewhere, Netflix’s ad-free tier has been launched for less than a year but has seen healthy traction.Management believes that over time, its ad-tiered business could become a multi-billion-dollar revenue stream.Get Smart: Growth catalysts in placeNetflix not only enjoys a strong market position but is also intent on further expanding its content slate to improve engagement.The company has grand plans in the next few years to open physical stores and is partnering with content producers to increase the variety of movies and TV series on its platform.The streaming giant’s share price may have jumped sharply in one day, but there could be room for further long-term appreciation if its corporate strategies pan out well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214872332779648,"gmtCreate":1693495985465,"gmtModify":1693495988849,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214872332779648","repostId":"1141370431","repostType":2,"repost":{"id":"1141370431","pubTimestamp":1693494362,"share":"https://ttm.financial/m/news/1141370431?lang=&edition=fundamental","pubTime":"2023-08-31 23:06","market":"us","language":"en","title":"The 5 Most Upgraded Stocks From Q2 Earnings Reporting Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1141370431","media":"MarketBeat","summary":"Key PointsThe Most Upgraded Stocks list is a good place to find stocks the market is buying.The rankings have changed opening new opportunities for investors.AI remains a key theme for Q3 and the 2nd half and these stocks stand to make the biggest gains.The Q2 earnings reporting is all but finished, and the analysts have decided who the winners are. The most obvious takeaway from Marketbeat’s Most Upgraded Stock list is that the rankings changed. Last quarter's winners are losing ground to the n","content":"<html><head></head><body><h2 id=\"id_1237353319\" style=\"text-align: left;\">Key Points</h2><ul><li><p>The Most Upgraded Stocks list is a good place to find stocks the market is buying. </p></li><li><p>The rankings have changed opening new opportunities for investors. </p></li><li><p>AI remains a key theme for Q3 and the 2nd half and these stocks stand to make the biggest gains. </p></li></ul><p>The Q2 earnings reporting is all but finished, and the analysts have decided who the winners are. The most obvious takeaway from Marketbeat’s Most Upgraded Stock list is that the rankings changed. Last quarter&#39;s winners are losing ground to the next batch of stocks that could produce solid gains for investors.</p><p style=\"text-align: left;\">That said, last quarter’s winners continue to shine (if with lower ranking) and should produce solid results in Q3 and for the year. </p><h2 id=\"id_193203165\" style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> Takes 1st Spot! </h2><p style=\"text-align: left;\">As surprising as it is, NVIDIA was not the most upgraded stock from Q1 reporting or over the summer, but that has changed. The jaw-dropping Q2 guidance was exceeded and came with another jaw-dropping guide that sparked enough upgrades to lang NVDA firmly in 1st position. </p><p style=\"text-align: left;\">The company has 39 analysts with current ratings, and they’ve all made at least 1 revision over the last 3 months. The consensus sentiment is still a Moderate Buy, but it is edging higher and on the verge of becoming a solid Buy while the price target trends higher. The price target is about 20% above the current action, leading the market higher, but that is a cautious target. </p><p style=\"text-align: left;\">Every analyst revision following the Q2 results was upward to a level above the consensus target. The new high target implies <strong><u>another 40% upside</u></strong> on top of the broad consensus, which will probably get topped later in the year. NVIDIA has emerged as the sole winner regarding AI chipsets and data center demand, where the growth is now. The story with NVIDIA is that over a trillion dollars of infrastructure is on track to be replaced with newer, faster, more powerful chipsets, and the revolution has only just begun. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c21a518812078365784a71bb06df457\" alt=\"Nvidia stock chart \" title=\"Nvidia stock chart \" tg-width=\"1000\" tg-height=\"509\"/><span>Nvidia stock chart </span></p><h2 id=\"id_1447298087\" style=\"text-align: left;\"><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: Efficiency And Growth, Oh My! </h2><p style=\"text-align: left;\">Meta Platforms got the analysts&#39; attention early this year when CEO Mark Zuckerburg announced a year of efficiency—the year of efficiency resulted in some better-than-expected bottom-line results that were compounded by an improvement in ad spending. The Q2 results blew the consensus out of the water, resulting in numerous upward revisions but insufficient for keeping the stock in the #1 position. Meta Platforms falls to #2 on the Most Upgraded List but remains 1 of the most closely watched and covered stocks, with 52 analysts following it. </p><p style=\"text-align: left;\">Like NVIDIA, Meta is being led upward by the analysts. The consensus rating assumes about 10% of upside, but this figure is trending solidly higher, and nearly 100% of the targets set since June are above consensus. Most are in the range of $350, which implies another 12% upside. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93ff4d75e983df2f6cc88f9b49b513bd\" alt=\"Meta stock chart \" title=\"Meta stock chart \" tg-width=\"1000\" tg-height=\"509\"/><span>Meta stock chart </span></p><h2 id=\"id_961177288\" style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Stands Tall, Moves Up to 3rd Position </h2><p style=\"text-align: left;\">Amazon fell from grace over the past year but bottomed in the first half of 2023 and is heading higher now. Switching to a new CEO and sluggishness in consumer and enterprise markets played a role, but the times have changed. The new CEO leaned into efficiency to drive solid bottom-line results in Q2, and the company gave guidance favorable to investors. Growth is underpinned by AWS, which is benefitting from data center and AI demand and consumer demand in the US and internationally. Analysts see this stock gaining 21% from current levels, and the consensus is trending higher. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26a1ad5fb1b9ccc63b493e2e683d9c90\" alt=\"Amazon stock chart \" title=\"Amazon stock chart \" tg-width=\"1000\" tg-height=\"509\"/><span>Amazon stock chart </span></p><h2 id=\"id_2279516625\" style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DKNG\">DraftKings</a>: This Stock Is In A Kingly Updraft</h2><p style=\"text-align: left;\">DraftKings results are underpinned by growth and maturing markets that aid leverage and margin. The company’s Q2 results included a surprise profit and guidance for profitability that has it reaching that important threshold several quarters ahead of consensus. The stock is followed by 31 analysts with ratings tracked by Marketbeat; they’ve all issued at least 1 revision in Q2, including upgrades and higher price targets, placing DKNG in 4th position on the Most Upgraded Stocks list. The consensus sentiment has moved back to Buy from Hold with a price target 15% above the current action. More importantly, all recent targets are above the consensus, putting the stock in the $35 to $45 range. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a19352d4a9d3cec26b086af2ca8b7214\" alt=\"DraftKings stock chart \" title=\"DraftKings stock chart \" tg-width=\"1000\" tg-height=\"509\"/><span>DraftKings stock chart </span></p><h2 id=\"id_3275465466\" style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>: Building A House of AI </h2><p style=\"text-align: left;\">Adobe is firmly cemented as a fundamental player in AI. Its cloud-driven business, the ubiquitous interface, the plethora of data it generates, and AI services make it a total package for AI. Its business will be supported by developing AI models and AI-powered services for enterprises, businesses, and consumers. The stock is 5th on the Most Upgraded Stocks list with 33 revisions. This stock is rated a Moderate Buy with a price target that assumes fair value at current levels, but there is a caveat. The caveat is that the fresh targets have this stock trading 15% to 25% higher. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa66f193fff2346ac4d7dcf7ff81dfbe\" alt=\"Adobe stock chart \" title=\"Adobe stock chart \" tg-width=\"1000\" tg-height=\"509\"/><span>Adobe stock chart </span></p><p><br/></p></body></html>","source":"marketbeat_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>The 5 Most Upgraded Stocks From Q2 Earnings Reporting 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 5 Most Upgraded Stocks From Q2 Earnings Reporting Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketbeat.com/originals/the-5-most-upgraded-stocks-from-q2-earnings-reporting-season/><strong>MarketBeat</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThe Most Upgraded Stocks list is a good place to find stocks the market is buying. The rankings have changed opening new opportunities for investors. AI remains a key theme for Q3 and the ...</p>\n\n<a href=\"https://www.marketbeat.com/originals/the-5-most-upgraded-stocks-from-q2-earnings-reporting-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","NVDA":"英伟达","AMZN":"亚马逊","DKNG":"DraftKings Inc.","META":"Meta Platforms, Inc."},"source_url":"https://www.marketbeat.com/originals/the-5-most-upgraded-stocks-from-q2-earnings-reporting-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141370431","content_text":"Key PointsThe Most Upgraded Stocks list is a good place to find stocks the market is buying. The rankings have changed opening new opportunities for investors. AI remains a key theme for Q3 and the 2nd half and these stocks stand to make the biggest gains. The Q2 earnings reporting is all but finished, and the analysts have decided who the winners are. The most obvious takeaway from Marketbeat’s Most Upgraded Stock list is that the rankings changed. Last quarter's winners are losing ground to the next batch of stocks that could produce solid gains for investors.That said, last quarter’s winners continue to shine (if with lower ranking) and should produce solid results in Q3 and for the year. NVIDIA Takes 1st Spot! As surprising as it is, NVIDIA was not the most upgraded stock from Q1 reporting or over the summer, but that has changed. The jaw-dropping Q2 guidance was exceeded and came with another jaw-dropping guide that sparked enough upgrades to lang NVDA firmly in 1st position. The company has 39 analysts with current ratings, and they’ve all made at least 1 revision over the last 3 months. The consensus sentiment is still a Moderate Buy, but it is edging higher and on the verge of becoming a solid Buy while the price target trends higher. The price target is about 20% above the current action, leading the market higher, but that is a cautious target. Every analyst revision following the Q2 results was upward to a level above the consensus target. The new high target implies another 40% upside on top of the broad consensus, which will probably get topped later in the year. NVIDIA has emerged as the sole winner regarding AI chipsets and data center demand, where the growth is now. The story with NVIDIA is that over a trillion dollars of infrastructure is on track to be replaced with newer, faster, more powerful chipsets, and the revolution has only just begun. Nvidia stock chart Meta Platforms: Efficiency And Growth, Oh My! Meta Platforms got the analysts' attention early this year when CEO Mark Zuckerburg announced a year of efficiency—the year of efficiency resulted in some better-than-expected bottom-line results that were compounded by an improvement in ad spending. The Q2 results blew the consensus out of the water, resulting in numerous upward revisions but insufficient for keeping the stock in the #1 position. Meta Platforms falls to #2 on the Most Upgraded List but remains 1 of the most closely watched and covered stocks, with 52 analysts following it. Like NVIDIA, Meta is being led upward by the analysts. The consensus rating assumes about 10% of upside, but this figure is trending solidly higher, and nearly 100% of the targets set since June are above consensus. Most are in the range of $350, which implies another 12% upside. Meta stock chart Amazon Stands Tall, Moves Up to 3rd Position Amazon fell from grace over the past year but bottomed in the first half of 2023 and is heading higher now. Switching to a new CEO and sluggishness in consumer and enterprise markets played a role, but the times have changed. The new CEO leaned into efficiency to drive solid bottom-line results in Q2, and the company gave guidance favorable to investors. Growth is underpinned by AWS, which is benefitting from data center and AI demand and consumer demand in the US and internationally. Analysts see this stock gaining 21% from current levels, and the consensus is trending higher. Amazon stock chart DraftKings: This Stock Is In A Kingly UpdraftDraftKings results are underpinned by growth and maturing markets that aid leverage and margin. The company’s Q2 results included a surprise profit and guidance for profitability that has it reaching that important threshold several quarters ahead of consensus. The stock is followed by 31 analysts with ratings tracked by Marketbeat; they’ve all issued at least 1 revision in Q2, including upgrades and higher price targets, placing DKNG in 4th position on the Most Upgraded Stocks list. The consensus sentiment has moved back to Buy from Hold with a price target 15% above the current action. More importantly, all recent targets are above the consensus, putting the stock in the $35 to $45 range. DraftKings stock chart Adobe: Building A House of AI Adobe is firmly cemented as a fundamental player in AI. Its cloud-driven business, the ubiquitous interface, the plethora of data it generates, and AI services make it a total package for AI. Its business will be supported by developing AI models and AI-powered services for enterprises, businesses, and consumers. The stock is 5th on the Most Upgraded Stocks list with 33 revisions. This stock is rated a Moderate Buy with a price target that assumes fair value at current levels, but there is a caveat. The caveat is that the fresh targets have this stock trading 15% to 25% higher. Adobe stock chart","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214871795695744,"gmtCreate":1693495854341,"gmtModify":1693495858970,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214871795695744","repostId":"2363292599","repostType":2,"repost":{"id":"2363292599","pubTimestamp":1693493618,"share":"https://ttm.financial/m/news/2363292599?lang=&edition=fundamental","pubTime":"2023-08-31 22:53","market":"us","language":"en","title":"Apple Raising Prices on iPhone 15 Pro, Pro Max Is Warranted: Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2363292599","media":"seekingalpha","summary":"Apple (NASDAQ:AAPL) is slated to unveil the latest editions of its iPhone and Apple Watch products next month and investment firm Goldman Sachs said a potential price hike from the tech giant on the h","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> is slated to unveil the latest editions of its iPhone and Apple Watch products next month and investment firm Goldman Sachs said a potential price hike from the tech giant on the high-end iPhones is warranted.</p><p>&#34;In our view, AAPL’s investments in iPhone hardware and across the Apple ecosystem (e.g., software, services) in recent years have provided consumers with additional value and should help warrant the price increases,&#34; analyst Michael Ng, who has a $222 price target on Apple, wrote in a note.</p><p>Recent price suggests have suggested that the iPhone 15 Pro and Pro Max could see price hikes of at least $100. The current iPhone Pro and Pro Max models start at $999 and $1,099, respectively.</p><p>The iPhone Pro models have not seen a price increase since they were first introduced in September 2019 with the iPhone 11 Pro.</p><p>Despite the expected price hikes, Ng said the iPhone 15 Pro and Pro Max should see strong demand from several new features that will help drive &#34;premiumization&#34; and more sales towards the higher-end models, including faster speeds, better power efficiency, an improved design and battery life and new colors.</p><p>Additionally, the base model of the new iPhone Pro may come with 256GB worth of storage, which Ng said should help ease the sting of a potential price hike.</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>Apple Raising Prices on iPhone 15 Pro, Pro Max Is Warranted: Goldman Sachs</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 Raising Prices on iPhone 15 Pro, Pro Max Is Warranted: Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4007993-apple-raising-prices-iphone-15-pro-pro-max-warranted-goldman-sachs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is slated to unveil the latest editions of its iPhone and Apple Watch products next month and investment firm Goldman Sachs said a potential price hike from the tech giant on the high-end ...</p>\n\n<a href=\"https://seekingalpha.com/news/4007993-apple-raising-prices-iphone-15-pro-pro-max-warranted-goldman-sachs\">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://seekingalpha.com/news/4007993-apple-raising-prices-iphone-15-pro-pro-max-warranted-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2363292599","content_text":"Apple is slated to unveil the latest editions of its iPhone and Apple Watch products next month and investment firm Goldman Sachs said a potential price hike from the tech giant on the high-end iPhones is warranted.\"In our view, AAPL’s investments in iPhone hardware and across the Apple ecosystem (e.g., software, services) in recent years have provided consumers with additional value and should help warrant the price increases,\" analyst Michael Ng, who has a $222 price target on Apple, wrote in a note.Recent price suggests have suggested that the iPhone 15 Pro and Pro Max could see price hikes of at least $100. The current iPhone Pro and Pro Max models start at $999 and $1,099, respectively.The iPhone Pro models have not seen a price increase since they were first introduced in September 2019 with the iPhone 11 Pro.Despite the expected price hikes, Ng said the iPhone 15 Pro and Pro Max should see strong demand from several new features that will help drive \"premiumization\" and more sales towards the higher-end models, including faster speeds, better power efficiency, an improved design and battery life and new colors.Additionally, the base model of the new iPhone Pro may come with 256GB worth of storage, which Ng said should help ease the sting of a potential price hike.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214160871399512,"gmtCreate":1693324903115,"gmtModify":1693324906901,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214160871399512","repostId":"2363449855","repostType":2,"repost":{"id":"2363449855","pubTimestamp":1693324157,"share":"https://ttm.financial/m/news/2363449855?lang=&edition=fundamental","pubTime":"2023-08-29 23:49","market":"us","language":"en","title":"Is Tesla Stock on Its Way Back to $300?","url":"https://stock-news.laohu8.com/highlight/detail?id=2363449855","media":"Motley Fool","summary":"The electric vehicle leader's long-term strategy is giving investors a compelling chance to own the stock now.","content":"<html><head></head><body><h2 id=\"id_4040060303\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Several potential catalysts could boost Tesla&#39;s business and stock price over the long term.</p></li><li><p>One analyst views its Supercharger network as an underappreciated asset.</p></li></ul><p>Longtime <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shareholders know how volatile its stock can be. After reaching its peak price of about $410 per share, it tumbled last year along with many other technology and growth stocks. </p><p>But shares have rebounded in 2023, nearly getting back to $300 per share in mid-July. After a month-long decline that took it back down to around $215, the stock is marching higher again. Telsa stock has jumped over 10% in the past week, and investors may be wondering if now is the time to get on board.</p><h2 id=\"id_906057616\">Investor sentiment</h2><p>Investor sentiment often drives Tesla&#39;s share price more than any business fundamentals. That&#39;s because much of the company&#39;s expected success has already been priced in. By traditional metrics, Tesla has long been valued at a premium. </p><p>The stock dropped in 2022 as the Federal Reserve quickly hiked interest rates to fight high inflation. But Tesla isn&#39;t a typical tech growth stock, either. It already generates massive amounts of cash and held more than $23 billion in cash and equivalents on its balance sheet as of the end of the second quarter with only about $1.5 billion in debt. That means higher interest rates won&#39;t sap a meaningful amount of earnings from its bottom line due to debt payments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e8aa4e03d182bfd4f341739bd087cc\" alt=\"Data and Image source: Tesla.\" title=\"Data and Image source: Tesla.\" tg-width=\"700\" tg-height=\"436\"/><span>Data and Image source: Tesla.</span></p><p>The chart above shows quarterly results for cash flow and net income. While those earnings -- as well as cash flow -- have been growing nicely, bullish investors see much more to come as Tesla opens new vehicle factories and continues to expand its energy business. </p><h2 id=\"id_1684146872\">Catalysts on the horizon</h2><p>Much of the downward movement in Tesla shares this year has come due to its vehicle pricing strategy. While net income did grow 20% year over year in the second quarter, that was from sales that jumped 47%. That&#39;s because the company has been cutting vehicle prices globally to boost its sales volumes. The pricing strategy resulted in Tesla&#39;s operating margin falling to 9.6% in the most recent quarter from 14.6% in the year-ago period. </p><p>Tesla CEO Elon Musk has been open about his pricing strategy. On the company&#39;s second-quarter investor conference call in July, he reiterated that his approach favors growth in sales volume over pricing for now. Musk believes that will pay off down the line when highly profitable options, potentially including autonomous driving software, are being bought by more customers. </p><p>Self-driving technology is only one of several potential catalysts on the horizon. Tesla also continues to expand its energy business. That segment already generated more than $1.5 billion in revenue in the second quarter. And the Cybertruck could start contributing meaningful revenue within a year. </p><p>Another revenue stream beginning to get noticed is Tesla&#39;s Supercharger network. The company has been signing deals with a growing number of EV makers to open up its supercharging network to non-Tesla vehicles. Wedbush analyst Dan Ives recently looked at the potential for the network and told clients he believes it will deliver $10 billion to $20 billion in annual revenues by 2030. </p><h2 id=\"id_1841020543\">Investing for the future</h2><p>Tesla stock remains richly valued based on its recent results and near-term expectations. But as recently departed CFO Zach Kirkhorn said on the quarterly call, the company&#39;s plan right now is to generate cash to fund its longer-term plans. That will hold back profit growth, but could pay off for investors in the long run. Kirkhorn stated of those longer-term investments, &#34;the portfolio of products and technologies that the technical teams are investing in right now, this is intense. It&#39;s intense in terms of investment. It&#39;s intense in terms of potential.&#34; </p><p>That kind of outlook is what could prompt investors to buy the stock now, and what could have it moving back to $300 per share and beyond. It remains an investment best suited for those with a long time horizon, however. </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>Is Tesla Stock on Its Way Back to $300?</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\">\nIs Tesla Stock on Its Way Back to $300?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-29 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/29/is-tesla-stock-on-its-way-back-to-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSeveral potential catalysts could boost Tesla's business and stock price over the long term.One analyst views its Supercharger network as an underappreciated asset.Longtime Tesla ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/29/is-tesla-stock-on-its-way-back-to-300/\">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","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://www.fool.com/investing/2023/08/29/is-tesla-stock-on-its-way-back-to-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363449855","content_text":"KEY POINTSSeveral potential catalysts could boost Tesla's business and stock price over the long term.One analyst views its Supercharger network as an underappreciated asset.Longtime Tesla shareholders know how volatile its stock can be. After reaching its peak price of about $410 per share, it tumbled last year along with many other technology and growth stocks. But shares have rebounded in 2023, nearly getting back to $300 per share in mid-July. After a month-long decline that took it back down to around $215, the stock is marching higher again. Telsa stock has jumped over 10% in the past week, and investors may be wondering if now is the time to get on board.Investor sentimentInvestor sentiment often drives Tesla's share price more than any business fundamentals. That's because much of the company's expected success has already been priced in. By traditional metrics, Tesla has long been valued at a premium. The stock dropped in 2022 as the Federal Reserve quickly hiked interest rates to fight high inflation. But Tesla isn't a typical tech growth stock, either. It already generates massive amounts of cash and held more than $23 billion in cash and equivalents on its balance sheet as of the end of the second quarter with only about $1.5 billion in debt. That means higher interest rates won't sap a meaningful amount of earnings from its bottom line due to debt payments.Data and Image source: Tesla.The chart above shows quarterly results for cash flow and net income. While those earnings -- as well as cash flow -- have been growing nicely, bullish investors see much more to come as Tesla opens new vehicle factories and continues to expand its energy business. Catalysts on the horizonMuch of the downward movement in Tesla shares this year has come due to its vehicle pricing strategy. While net income did grow 20% year over year in the second quarter, that was from sales that jumped 47%. That's because the company has been cutting vehicle prices globally to boost its sales volumes. The pricing strategy resulted in Tesla's operating margin falling to 9.6% in the most recent quarter from 14.6% in the year-ago period. Tesla CEO Elon Musk has been open about his pricing strategy. On the company's second-quarter investor conference call in July, he reiterated that his approach favors growth in sales volume over pricing for now. Musk believes that will pay off down the line when highly profitable options, potentially including autonomous driving software, are being bought by more customers. Self-driving technology is only one of several potential catalysts on the horizon. Tesla also continues to expand its energy business. That segment already generated more than $1.5 billion in revenue in the second quarter. And the Cybertruck could start contributing meaningful revenue within a year. Another revenue stream beginning to get noticed is Tesla's Supercharger network. The company has been signing deals with a growing number of EV makers to open up its supercharging network to non-Tesla vehicles. Wedbush analyst Dan Ives recently looked at the potential for the network and told clients he believes it will deliver $10 billion to $20 billion in annual revenues by 2030. Investing for the futureTesla stock remains richly valued based on its recent results and near-term expectations. But as recently departed CFO Zach Kirkhorn said on the quarterly call, the company's plan right now is to generate cash to fund its longer-term plans. That will hold back profit growth, but could pay off for investors in the long run. Kirkhorn stated of those longer-term investments, \"the portfolio of products and technologies that the technical teams are investing in right now, this is intense. It's intense in terms of investment. It's intense in terms of potential.\" That kind of outlook is what could prompt investors to buy the stock now, and what could have it moving back to $300 per share and beyond. It remains an investment best suited for those with a long time horizon, however.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214160005349464,"gmtCreate":1693324691676,"gmtModify":1693324697128,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115290449563752","idStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214160005349464","repostId":"1110398078","repostType":2,"repost":{"id":"1110398078","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":1693319240,"share":"https://ttm.financial/m/news/1110398078?lang=&edition=fundamental","pubTime":"2023-08-29 22:27","market":"us","language":"en","title":"Li Auto Jumps over 7% as Sales Reach 29,100 Units as of Aug Ended Last Sun","url":"https://stock-news.laohu8.com/highlight/detail?id=1110398078","media":"Tiger Newspress","summary":"Li Auto Jumps 7% as Sales Reach 29,100 Units as of Aug Ended Last SunLi Auto announced its latest figures, with sales volume reaching 7,700 units in the 35th week ended Sunday , higher than the 5,000 units of NIO and 3,300 units of XPeng.For the month ended 27 August, LI AUTO's sales volume reached 29,100 units, higher than the 16,000 units sold by NIO and 11,700 units sold by XPeng, stabilizing as the top selling new brand in China.Li Auto also remained in the fifth place in luxury brand sales ","content":"<html><head></head><body><p>Li Auto Jumps 7% as Sales Reach 29,100 Units as of Aug Ended Last Sun</p><p>Li Auto announced its latest figures, with sales volume reaching 7,700 units in the 35th week ended Sunday (27th), higher than the 5,000 units of NIO and 3,300 units of XPeng.<br/><br/>For the month ended 27 August, LI AUTO&#39;s sales volume reached 29,100 units, higher than the 16,000 units sold by NIO and 11,700 units sold by XPeng, stabilizing as the top selling new brand in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecba29099a3b84292c19ad7d8968e7e8\" tg-width=\"818\" tg-height=\"629\"/></p><p>Li Auto also remained in the fifth place in luxury brand sales in China this month, behind Mercedes-Benz, Tesla, BMW and Audi. <br/></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>Li Auto Jumps over 7% as Sales Reach 29,100 Units as of Aug Ended Last Sun</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\">\nLi Auto Jumps over 7% as Sales Reach 29,100 Units as of Aug Ended Last Sun\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\">2023-08-29 22:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Li Auto Jumps 7% as Sales Reach 29,100 Units as of Aug Ended Last Sun</p><p>Li Auto announced its latest figures, with sales volume reaching 7,700 units in the 35th week ended Sunday (27th), higher than the 5,000 units of NIO and 3,300 units of XPeng.<br/><br/>For the month ended 27 August, LI AUTO&#39;s sales volume reached 29,100 units, higher than the 16,000 units sold by NIO and 11,700 units sold by XPeng, stabilizing as the top selling new brand in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecba29099a3b84292c19ad7d8968e7e8\" tg-width=\"818\" tg-height=\"629\"/></p><p>Li Auto also remained in the fifth place in luxury brand sales in China this month, behind Mercedes-Benz, Tesla, BMW and Audi. <br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110398078","content_text":"Li Auto Jumps 7% as Sales Reach 29,100 Units as of Aug Ended Last SunLi Auto announced its latest figures, with sales volume reaching 7,700 units in the 35th week ended Sunday (27th), higher than the 5,000 units of NIO and 3,300 units of XPeng.For the month ended 27 August, LI AUTO's sales volume reached 29,100 units, higher than the 16,000 units sold by NIO and 11,700 units sold by XPeng, stabilizing as the top selling new brand in China.Li Auto also remained in the fifth place in luxury brand sales in China this month, behind Mercedes-Benz, Tesla, BMW and Audi.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9946074856,"gmtCreate":1680828584876,"gmtModify":1680828589014,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946074856","repostId":"2325584750","repostType":2,"repost":{"id":"2325584750","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":1680820902,"share":"https://ttm.financial/m/news/2325584750?lang=&edition=fundamental","pubTime":"2023-04-07 06:41","market":"us","language":"en","title":"Wall Street Ends Higher As Investors Eye Upcoming Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2325584750","media":"Reuters","summary":"*U.S. weekly jobless claims fall; layoffs jump in March*Non-farm payrolls data due on Friday*AMC jum","content":"<html><head></head><body><p>*U.S. weekly jobless claims fall; layoffs jump in March</p><p>*Non-farm payrolls data due on Friday</p><p>*AMC jumps as court order hinders stock conversion plan</p><p>*Indexes end: S&amp;P 500 +0.36%, Nasdaq +0.76%, Dow +0.01%</p><p>April 6 (Reuters) - Major U.S. stock indexes ended higher on Thursday, helped by a rally in Alphabet shares as investors, worried about a slowing economy, looked to upcoming jobs data.</p><p>Alphabet Inc rallied 3.8% and Microsoft climbed 2.6%, with both providing more fuel than any other stocks for the S&amp;P 500&#39;s gain for the session. Alphabet&#39;s Google unit plans to add artificial intelligence features to its search engine, the Wall Street Journal reported.</p><p>Adding to recent data hinting at a weak labor market, initial jobless claims fell to a seasonally adjusted 228,000 for the week ended April 1, versus expectations of 200,000 claims.</p><p>The Labor Department&#39;s data from the prior week was revised to show 48,000 more applications were received.</p><p>The S&amp;P 500 climbed 0.36% to end the session at 4,105.02 points.</p><p>The Nasdaq gained 0.76% to 12,087.96 points, while the Dow Jones Industrial Average rose 0.01% to 33,485.29 points.</p><p>Wall Street has lost ground in recent days in response to signs of a slowing economy, including weak data on private payrolls and job openings earlier this week.</p><p>That marked a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>Interest rate futures imply traders are divided about whether the Fed will raise its target rate or keep it steady at its upcoming May meeting, according to CME Group&#39;s Fedwatch tool.</p><p>&#34;The market is trying to decide whether the &#39;growth and recession&#39; scare or the &#39;Fed hiking&#39; scare are more meaningful to prices, and so it&#39;s waffling between whether a softening labor market is good news because it gets the Fed to pause in May or bad news because it means the recession is actually coming,&#34; said Ross Mayfield, an investment strategy analyst at Baird in Louisville, Kentucky.</p><p>Investors are now focused on the more comprehensive report on non-farm payrolls, which are expected to have increased by 239,000 in March, down from the 311,000 jobs added in the prior month. That report is due on Friday, when the U.S. stock market will be closed for the Good Friday holiday.</p><p>Of the 11 S&amp;P 500 sector indexes, eight rose, led by communication services, up 1.71%, followed by a 0.74% gain in utilities.</p><p>With some investors away during a shortened holiday week, volume on U.S. exchanges was relatively light, with 9 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p><p>For the week, the S&amp;P 500 declined 0.1%, the Dow added 0.6% and the Nasdaq lost 1.1%.</p><p>In Thursday&#39;s trading, Caterpillar, viewed as a bellwether for the industrial sector, dipped 2%, bringing its loss over the past three days to 9% as investors fretted about a potential economic downturn.</p><p>AMC Entertainment Holdings Inc surged 21% after a U.S. court denied the theater operator&#39;s request to lift a status quo order necessary for its plan to convert preferred shares to common shares.</p><p>Levi Strauss &amp; Co tumbled 16% after the apparel maker posted a fall in quarterly profit.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off the quarterly reporting season next week, with investors eager for updates on the health of the sector after a recent banking crisis.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted six new highs and no new lows; the Nasdaq recorded 46 new highs and 177 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Higher As Investors Eye Upcoming Jobs Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Higher As Investors Eye Upcoming Jobs Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-07 06:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. weekly jobless claims fall; layoffs jump in March</p><p>*Non-farm payrolls data due on Friday</p><p>*AMC jumps as court order hinders stock conversion plan</p><p>*Indexes end: S&amp;P 500 +0.36%, Nasdaq +0.76%, Dow +0.01%</p><p>April 6 (Reuters) - Major U.S. stock indexes ended higher on Thursday, helped by a rally in Alphabet shares as investors, worried about a slowing economy, looked to upcoming jobs data.</p><p>Alphabet Inc rallied 3.8% and Microsoft climbed 2.6%, with both providing more fuel than any other stocks for the S&amp;P 500&#39;s gain for the session. Alphabet&#39;s Google unit plans to add artificial intelligence features to its search engine, the Wall Street Journal reported.</p><p>Adding to recent data hinting at a weak labor market, initial jobless claims fell to a seasonally adjusted 228,000 for the week ended April 1, versus expectations of 200,000 claims.</p><p>The Labor Department&#39;s data from the prior week was revised to show 48,000 more applications were received.</p><p>The S&amp;P 500 climbed 0.36% to end the session at 4,105.02 points.</p><p>The Nasdaq gained 0.76% to 12,087.96 points, while the Dow Jones Industrial Average rose 0.01% to 33,485.29 points.</p><p>Wall Street has lost ground in recent days in response to signs of a slowing economy, including weak data on private payrolls and job openings earlier this week.</p><p>That marked a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>Interest rate futures imply traders are divided about whether the Fed will raise its target rate or keep it steady at its upcoming May meeting, according to CME Group&#39;s Fedwatch tool.</p><p>&#34;The market is trying to decide whether the &#39;growth and recession&#39; scare or the &#39;Fed hiking&#39; scare are more meaningful to prices, and so it&#39;s waffling between whether a softening labor market is good news because it gets the Fed to pause in May or bad news because it means the recession is actually coming,&#34; said Ross Mayfield, an investment strategy analyst at Baird in Louisville, Kentucky.</p><p>Investors are now focused on the more comprehensive report on non-farm payrolls, which are expected to have increased by 239,000 in March, down from the 311,000 jobs added in the prior month. That report is due on Friday, when the U.S. stock market will be closed for the Good Friday holiday.</p><p>Of the 11 S&amp;P 500 sector indexes, eight rose, led by communication services, up 1.71%, followed by a 0.74% gain in utilities.</p><p>With some investors away during a shortened holiday week, volume on U.S. exchanges was relatively light, with 9 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p><p>For the week, the S&amp;P 500 declined 0.1%, the Dow added 0.6% and the Nasdaq lost 1.1%.</p><p>In Thursday&#39;s trading, Caterpillar, viewed as a bellwether for the industrial sector, dipped 2%, bringing its loss over the past three days to 9% as investors fretted about a potential economic downturn.</p><p>AMC Entertainment Holdings Inc surged 21% after a U.S. court denied the theater operator&#39;s request to lift a status quo order necessary for its plan to convert preferred shares to common shares.</p><p>Levi Strauss &amp; Co tumbled 16% after the apparel maker posted a fall in quarterly profit.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off the quarterly reporting season next week, with investors eager for updates on the health of the sector after a recent banking crisis.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted six new highs and no new lows; the Nasdaq recorded 46 new highs and 177 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LEVI":"李维斯","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4514":"搜索引擎","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","MSFT":"微软","AMC":"AMC院线","BK4554":"元宇宙及AR概念","APE":"AMC Entertainment Preferred","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","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","BK4585":"ETF&股票定投概念","LU0861579265.USD":"联博低波幅策略股票基金A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4587":"ChatGPT概念","BK4566":"资本集团","CAT":"卡特彼勒","GOOG":"谷歌","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4559":"巴菲特持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","GOOGL":"谷歌A",".DJI":"道琼斯","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC",".IXIC":"NASDAQ Composite","BK4573":"虚拟现实",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325584750","content_text":"*U.S. weekly jobless claims fall; layoffs jump in March*Non-farm payrolls data due on Friday*AMC jumps as court order hinders stock conversion plan*Indexes end: S&P 500 +0.36%, Nasdaq +0.76%, Dow +0.01%April 6 (Reuters) - Major U.S. stock indexes ended higher on Thursday, helped by a rally in Alphabet shares as investors, worried about a slowing economy, looked to upcoming jobs data.Alphabet Inc rallied 3.8% and Microsoft climbed 2.6%, with both providing more fuel than any other stocks for the S&P 500's gain for the session. Alphabet's Google unit plans to add artificial intelligence features to its search engine, the Wall Street Journal reported.Adding to recent data hinting at a weak labor market, initial jobless claims fell to a seasonally adjusted 228,000 for the week ended April 1, versus expectations of 200,000 claims.The Labor Department's data from the prior week was revised to show 48,000 more applications were received.The S&P 500 climbed 0.36% to end the session at 4,105.02 points.The Nasdaq gained 0.76% to 12,087.96 points, while the Dow Jones Industrial Average rose 0.01% to 33,485.29 points.Wall Street has lost ground in recent days in response to signs of a slowing economy, including weak data on private payrolls and job openings earlier this week.That marked a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed's interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.Interest rate futures imply traders are divided about whether the Fed will raise its target rate or keep it steady at its upcoming May meeting, according to CME Group's Fedwatch tool.\"The market is trying to decide whether the 'growth and recession' scare or the 'Fed hiking' scare are more meaningful to prices, and so it's waffling between whether a softening labor market is good news because it gets the Fed to pause in May or bad news because it means the recession is actually coming,\" said Ross Mayfield, an investment strategy analyst at Baird in Louisville, Kentucky.Investors are now focused on the more comprehensive report on non-farm payrolls, which are expected to have increased by 239,000 in March, down from the 311,000 jobs added in the prior month. That report is due on Friday, when the U.S. stock market will be closed for the Good Friday holiday.Of the 11 S&P 500 sector indexes, eight rose, led by communication services, up 1.71%, followed by a 0.74% gain in utilities.With some investors away during a shortened holiday week, volume on U.S. exchanges was relatively light, with 9 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.For the week, the S&P 500 declined 0.1%, the Dow added 0.6% and the Nasdaq lost 1.1%.In Thursday's trading, Caterpillar, viewed as a bellwether for the industrial sector, dipped 2%, bringing its loss over the past three days to 9% as investors fretted about a potential economic downturn.AMC Entertainment Holdings Inc surged 21% after a U.S. court denied the theater operator's request to lift a status quo order necessary for its plan to convert preferred shares to common shares.Levi Strauss & Co tumbled 16% after the apparel maker posted a fall in quarterly profit.Big banks including JPMorgan Chase & Co and Citigroup will be among companies kicking off the quarterly reporting season next week, with investors eager for updates on the health of the sector after a recent banking crisis.Analysts on average expect aggregate S&P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.Advancing issues outnumbered falling ones within the S&P 500 by a 1.2-to-one ratio.The S&P 500 posted six new highs and no new lows; the Nasdaq recorded 46 new highs and 177 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943736146,"gmtCreate":1679702221986,"gmtModify":1679702226653,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943736146","repostId":"2322470421","repostType":2,"repost":{"id":"2322470421","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":1679699151,"share":"https://ttm.financial/m/news/2322470421?lang=&edition=fundamental","pubTime":"2023-03-25 07:05","market":"us","language":"en","title":"Wall Street Ends Volatile Week Higher as Fed Officials Ease Bank Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2322470421","media":"Reuters","summary":"KBW Regional Bank index reboundsU.S.-listed shares of Deutsche Bank slideActivision surges as regula","content":"<html><head></head><body><ul><li>KBW Regional Bank index rebounds</li><li>U.S.-listed shares of Deutsche Bank slide</li><li>Activision surges as regulators drop concerns on Microsoft deal</li><li>Indexes up: Dow 0.41%, S&amp;P 0.56%, Nasdaq 0.31%</li></ul><p>U.S. stocks closed higher on Friday, marking the end of a tumultuous week as Federal Reserve officials calmed investor fears over a potential liquidity crisis in the banking sector.</p><p>While all three major U.S. stock indexes started the session sharply lower on the heels of a sell-off among European banks, those losses reversed by closing bell, repeating the intraday roller coaster ride of recent sessions.</p><p>At the conclusion of an up-and-down week, marked by a Fed interest rate hike and mounting worries over the health of the banking system, all three indexes notched weekly gains.</p><p>&#34;Equity markets drifted higher as concerns lingered about another banking flare up in the U.S. or abroad,&#34; said David Carter, managing director at JPMorgan Private Bank in New York. &#34;Wall Street is taking its cues from Washington and other capitals as it relates to interest rates and banking regulations.&#34;</p><p>In separate appearances, three regional Fed bank presidents said that their confidence that the banking system was not facing a liquidity crisis is what led to the decision to implement a 25 basis point policy rate hike on Wednesday.</p><p>But while Fed officials continue to see additional rate hikes as a strong possibility, financial markets are now favoring the likelihood of a no hike at all at the conclusion of its next policy meeting in May.</p><p>&#34;The Fed may be jaw-boning a bit as it says more rate increases may be coming this year,&#34; JPMorgan&#39;s Carter added. &#34;It helps both their inflation goal and suggests confidence in our economic system.&#34;</p><p>Worries over potential contagion beyond regional banks threatening to spread to their larger peers was sparked by a sell-off of European bank shares.</p><p>That sell-off was prompted by the rising cost of insuring Deutsche Bank&#39;s debt, expressed by its credit default swaps, coming on the heels of the state-sponsored buyout of Credit Suisse, has fed into the narrative of sector-wide stress.</p><p>But those worries eased by mid-afternoon.</p><p>While the S&amp;P Bank index ended modestly lower, the KBW Regional Bank index jumped 2.9%.</p><p>The Dow Jones Industrial Average    rose 132.28 points, or 0.41%, to 32,237.53, the S&amp;P 500    gained 22.27 points, or 0.56%, to 3,970.99 and the Nasdaq Composite    added 36.56 points, or 0.31%, to 11,823.96.</p><p>Nine of the 11 major sectors in the S&amp;P 500, with defensive sectors such as utilities and real estate enjoying the biggest percentage gains. Consumer discretionary and financials were the two losers.</p><p>U.S.-traded shares of Deutsche Bank dropped 3.1%.</p><p>Shares of major U.S. banks, such as JPMorgan Chase &amp; Co, Wells Fargo pared their losses but still ended lower, while Bank of America flipped green.</p><p>Regional lenders <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>   , Western Alliance Bancorp    jumped 3.2% and 5.8%, respectively, while    $First Republic Bank(FRC-N)$    dropped 1.4%.</p><p>Activision Blizzard jumped 5.9% after the UK competition regulator dropped some competition concerns in the Microsoft-Activision deal.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.47-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted four new 52-week highs and 35 new lows; the Nasdaq Composite recorded 34 new highs and 298 new lows.</p><p>Volume on U.S. exchanges was 11.08 billion shares, compared with the 12.84 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Volatile Week Higher as Fed Officials Ease Bank Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Volatile Week Higher as Fed Officials Ease Bank Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-25 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>KBW Regional Bank index rebounds</li><li>U.S.-listed shares of Deutsche Bank slide</li><li>Activision surges as regulators drop concerns on Microsoft deal</li><li>Indexes up: Dow 0.41%, S&amp;P 0.56%, Nasdaq 0.31%</li></ul><p>U.S. stocks closed higher on Friday, marking the end of a tumultuous week as Federal Reserve officials calmed investor fears over a potential liquidity crisis in the banking sector.</p><p>While all three major U.S. stock indexes started the session sharply lower on the heels of a sell-off among European banks, those losses reversed by closing bell, repeating the intraday roller coaster ride of recent sessions.</p><p>At the conclusion of an up-and-down week, marked by a Fed interest rate hike and mounting worries over the health of the banking system, all three indexes notched weekly gains.</p><p>&#34;Equity markets drifted higher as concerns lingered about another banking flare up in the U.S. or abroad,&#34; said David Carter, managing director at JPMorgan Private Bank in New York. &#34;Wall Street is taking its cues from Washington and other capitals as it relates to interest rates and banking regulations.&#34;</p><p>In separate appearances, three regional Fed bank presidents said that their confidence that the banking system was not facing a liquidity crisis is what led to the decision to implement a 25 basis point policy rate hike on Wednesday.</p><p>But while Fed officials continue to see additional rate hikes as a strong possibility, financial markets are now favoring the likelihood of a no hike at all at the conclusion of its next policy meeting in May.</p><p>&#34;The Fed may be jaw-boning a bit as it says more rate increases may be coming this year,&#34; JPMorgan&#39;s Carter added. &#34;It helps both their inflation goal and suggests confidence in our economic system.&#34;</p><p>Worries over potential contagion beyond regional banks threatening to spread to their larger peers was sparked by a sell-off of European bank shares.</p><p>That sell-off was prompted by the rising cost of insuring Deutsche Bank&#39;s debt, expressed by its credit default swaps, coming on the heels of the state-sponsored buyout of Credit Suisse, has fed into the narrative of sector-wide stress.</p><p>But those worries eased by mid-afternoon.</p><p>While the S&amp;P Bank index ended modestly lower, the KBW Regional Bank index jumped 2.9%.</p><p>The Dow Jones Industrial Average    rose 132.28 points, or 0.41%, to 32,237.53, the S&amp;P 500    gained 22.27 points, or 0.56%, to 3,970.99 and the Nasdaq Composite    added 36.56 points, or 0.31%, to 11,823.96.</p><p>Nine of the 11 major sectors in the S&amp;P 500, with defensive sectors such as utilities and real estate enjoying the biggest percentage gains. Consumer discretionary and financials were the two losers.</p><p>U.S.-traded shares of Deutsche Bank dropped 3.1%.</p><p>Shares of major U.S. banks, such as JPMorgan Chase &amp; Co, Wells Fargo pared their losses but still ended lower, while Bank of America flipped green.</p><p>Regional lenders <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>   , Western Alliance Bancorp    jumped 3.2% and 5.8%, respectively, while    $First Republic Bank(FRC-N)$    dropped 1.4%.</p><p>Activision Blizzard jumped 5.9% after the UK competition regulator dropped some competition concerns in the Microsoft-Activision deal.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.47-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted four new 52-week highs and 35 new lows; the Nasdaq Composite recorded 34 new highs and 298 new lows.</p><p>Volume on U.S. exchanges was 11.08 billion shares, compared with the 12.84 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","LU0109392836.USD":"富兰克林科技股A",".SPX":"S&P 500 Index","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC",".DJI":"道琼斯","BK4532":"文艺复兴科技持仓","DXD":"道指两倍做空ETF","BK4554":"元宇宙及AR概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4567":"ESG概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4585":"ETF&股票定投概念","LU0149725797.USD":"汇丰美国股市经济规模基金","DDM":"道指两倍做多ETF","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4566":"资本集团","SDS":"两倍做空标普500ETF","BK4525":"远程办公概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","MSFT":"微软","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4579":"人工智能","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","DOG":"道指反向ETF","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4503":"景林资产持仓","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","BK4097":"系统软件","SH":"标普500反向ETF","BK4561":"索罗斯持仓","BK4581":"高盛持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4504":"桥水持仓","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322470421","content_text":"KBW Regional Bank index reboundsU.S.-listed shares of Deutsche Bank slideActivision surges as regulators drop concerns on Microsoft dealIndexes up: Dow 0.41%, S&P 0.56%, Nasdaq 0.31%U.S. stocks closed higher on Friday, marking the end of a tumultuous week as Federal Reserve officials calmed investor fears over a potential liquidity crisis in the banking sector.While all three major U.S. stock indexes started the session sharply lower on the heels of a sell-off among European banks, those losses reversed by closing bell, repeating the intraday roller coaster ride of recent sessions.At the conclusion of an up-and-down week, marked by a Fed interest rate hike and mounting worries over the health of the banking system, all three indexes notched weekly gains.\"Equity markets drifted higher as concerns lingered about another banking flare up in the U.S. or abroad,\" said David Carter, managing director at JPMorgan Private Bank in New York. \"Wall Street is taking its cues from Washington and other capitals as it relates to interest rates and banking regulations.\"In separate appearances, three regional Fed bank presidents said that their confidence that the banking system was not facing a liquidity crisis is what led to the decision to implement a 25 basis point policy rate hike on Wednesday.But while Fed officials continue to see additional rate hikes as a strong possibility, financial markets are now favoring the likelihood of a no hike at all at the conclusion of its next policy meeting in May.\"The Fed may be jaw-boning a bit as it says more rate increases may be coming this year,\" JPMorgan's Carter added. \"It helps both their inflation goal and suggests confidence in our economic system.\"Worries over potential contagion beyond regional banks threatening to spread to their larger peers was sparked by a sell-off of European bank shares.That sell-off was prompted by the rising cost of insuring Deutsche Bank's debt, expressed by its credit default swaps, coming on the heels of the state-sponsored buyout of Credit Suisse, has fed into the narrative of sector-wide stress.But those worries eased by mid-afternoon.While the S&P Bank index ended modestly lower, the KBW Regional Bank index jumped 2.9%.The Dow Jones Industrial Average    rose 132.28 points, or 0.41%, to 32,237.53, the S&P 500    gained 22.27 points, or 0.56%, to 3,970.99 and the Nasdaq Composite    added 36.56 points, or 0.31%, to 11,823.96.Nine of the 11 major sectors in the S&P 500, with defensive sectors such as utilities and real estate enjoying the biggest percentage gains. Consumer discretionary and financials were the two losers.U.S.-traded shares of Deutsche Bank dropped 3.1%.Shares of major U.S. banks, such as JPMorgan Chase & Co, Wells Fargo pared their losses but still ended lower, while Bank of America flipped green.Regional lenders PacWest Bancorp   , Western Alliance Bancorp    jumped 3.2% and 5.8%, respectively, while    $First Republic Bank(FRC-N)$    dropped 1.4%.Activision Blizzard jumped 5.9% after the UK competition regulator dropped some competition concerns in the Microsoft-Activision deal.Advancing issues outnumbered declining ones on the NYSE by a 1.47-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored advancers.The S&P 500 posted four new 52-week highs and 35 new lows; the Nasdaq Composite recorded 34 new highs and 298 new lows.Volume on U.S. exchanges was 11.08 billion shares, compared with the 12.84 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214160871399512,"gmtCreate":1693324903115,"gmtModify":1693324906901,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214160871399512","repostId":"2363449855","repostType":2,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205581292638424,"gmtCreate":1691200278173,"gmtModify":1691200282297,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205581292638424","repostId":"1177147083","repostType":2,"repost":{"id":"1177147083","pubTimestamp":1691192028,"share":"https://ttm.financial/m/news/1177147083?lang=&edition=fundamental","pubTime":"2023-08-05 07:33","market":"us","language":"en","title":"Apple Loses Historic $3 Trillion Crown as Sales Disappoint","url":"https://stock-news.laohu8.com/highlight/detail?id=1177147083","media":"Bloomberg","summary":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other g","content":"<html><head></head><body><p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.</p><p>Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.</p><p style=\"text-align: start;\">In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.</p><p style=\"text-align: start;\">Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”</p><p style=\"text-align: start;\">Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.</p><p style=\"text-align: start;\">The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.</p><p style=\"text-align: start;\">Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.</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 Loses Historic $3 Trillion Crown as Sales Disappoint</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 Loses Historic $3 Trillion Crown as Sales Disappoint\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-05 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html\">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://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177147083","content_text":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185758059114616,"gmtCreate":1686390496926,"gmtModify":1686390501917,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185758059114616","repostId":"1115026364","repostType":2,"repost":{"id":"1115026364","pubTimestamp":1686358396,"share":"https://ttm.financial/m/news/1115026364?lang=&edition=fundamental","pubTime":"2023-06-10 08:53","market":"us","language":"en","title":"Cost of Being Wrong Gets Bigger by Day in Ever-Diverging Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1115026364","media":"Bloomberg","summary":"S&P 500 keeps rising in face of recession alarms by bondsPre-recessionary rallies all led to big sto","content":"<html><head></head><body><ul><li><p>S&amp;P 500 keeps rising in face of recession alarms by bonds</p></li></ul><ul><li><p>Pre-recessionary rallies all led to big stock losses: Leuthold</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55f6d42e6016b1328efb73ac0243166f\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"666\"/></p><p>Markets, Boaz Weinstein said this week, are “constantly wrong.” Telling which one is most astray right now has become the big challenge for investors facing conflicting signals across asset classes.</p><p>Is it stocks, where an advance previously confined to a handful of tech megacaps showed distinct signs of broadening out this week? A $6 trillion rally hangs in the balance. Or maybe it’s bonds, where emanations of gloom abound and bets on Federal Reserve rate cuts are multiplying in a market where volatility is running twice as high as it was just two years ago.</p><p>For investors, the potential penalties for being on the wrong side of the trade — essentially, miscalculating the likelihood of a recession — are getting higher with every leg up in the S&amp;P 500, which this week crossed into bull-market territory. JPMorgan Chase &amp; Co. analysts put the cost of mistimed bullishness as high as 20% should equity traders turn out to have misjudged the economy’s path.</p><p>“Something has got to give,” said Peter Cecchini, director of research at Axonic Capital. “With equity valuations this stretched in many sectors relative to realistic forecasts for 2023 earnings, we’d bet the give comes from equities.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc60aa5c2d77f8c3b26f69d7072ded63\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> The S&amp;P 500 added 0.4% this week to post its fourth straight increase. The tech-heavy Nasdaq 100 trailed, posting its first decline in seven weeks as money flowed to beaten-down areas like banks and small-caps. A gauge of regional lenders jumped 3%, while the Russell 2000 climbed almost 2%.</p><p>Defensively positioned money managers have started warming to the rally. In a poll by the National Association of Active Investment Managers (NAAIM), equity exposure just increased at the fastest pace in more than two years. At 90%, the reading was the highest since November 2021.</p><p>For his part, Weinstein, the chief investment officer of Saba Capital Management, says getting too caught up in speculation about the economy is a mistake. “Instead of saying, ‘I think there’ll be a recession or there won’t,’ which I kind of howl at the TV screen when I hear that, I feel like you have to think of ranges of outcomes,” he said, speaking at the Bloomberg Invest event in New York.</p><p>That translates into a bet against corporate bonds at Saba, premised on the view that subdued yield spread makes a wager against credit too juicy to pass up. For investors who are increasingly all-in on stocks, however, the perils are increasing.</p><p>While the S&amp;P 500 has surged more than 20% from its October low, entering what some consider a bull market, the resilience is at odds with ever-growing warnings from the bond market. Yield curve inversion — a widely watched indicator for an economic recession — has worsened over that stretch as long-dated Treasury rates fell further below short-dated ones.</p><p>The divide is illustrated by a model kept by JPMorgan that compares each asset’s market pricing versus its implied value based on macroeconomic factors such as inflation volatility. While bonds have reflected persistent uncertainty since February, the stock market is more sanguine, pricing less risk than before the pandemic. </p><p>Should equities echo fixed income in acknowledging the risk over inflation volatility, the S&amp;P 500 would be 20% below its current levels, according to the firm’s strategists including Nikolaos Panigirtzoglou.</p><p>Of course, seeking a consistent economic message across assets is often a futile exercise as the economy’s trajectory is not the only thing driving prices. A big force in 2023’s equity rally has been euphoria around artificial intelligence supercharging computer and software shares, with the seven largest tech firms accounting for almost all the S&amp;P 500’s year-to-date gains.</p><p>It’s also possible that stock traders, after sending equities into a bear market in 2022 amid mounting fears of a recession, are readjusting their expectations for the timing and magnitude of an economic downturn. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdac902760f1e000a647c119fb5f33db\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"399\"/></p><p>In fact, it’s not unusual to see stocks going up in the face of the bond market’s recessional warnings. Using the yield gap between three-month and 10-year Treasuries as a signpost, a study by Leuthold Group found that since the late 1960s, a trader buying the S&amp;P 500 on the first day of the yield inversion and, with perfect timing, selling at the subsequent high could have made anything from 5% to 23%. Those gains averaged 13% over a holding period of roughly eight months.</p><p>This time, the yield inversion happened in November, or seven months ago. Since then, the S&amp;P 500 has climbed 13%, matching the average of the previous post-inversion advances.</p><p>Coincidence? Perhaps. But Doug Ramsey, Leuthold’s chief investment officer, considers the market’s latest leg higher as another “pre-recessionary rally.” In his view, while yield inversions have correctly forecast all previous eight recessions, stocks tended to defy initial alarms as investors sought to exploit the last window to profits before the eventual bust. </p><p>With small-cap stocks and depressed cyclical shares such as banks rising from the dust of late, many market participants are cheering over the broadening in share participation. </p><p>Ramsey is skeptical, warning the market could face “a last gasp for this upswing,” given the Fed’s commitment to its inflation-fighting campaign. </p><p>In the previous eight instances of yield inversion, the S&amp;P 500 dropped 35% on average from the interim peak to the final low, his analysis shows. </p><p>“When the really beaten-down stuff finally joins in, it’s sometimes a sign the party is about to end,” Ramsey said. “And unlike the endless market celebrations of the last decade, this one lacks a punch bowl,” a reference to stimulative Fed policy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d1b1cd03f3e150a2373c53e9a5a7eb6\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> As conflicted as asset moves have been, 2023 is shaping up to be a punishing year for consensus bets. From sell Big Tech stocks to short the dollar and long Chinese shares, Wall Street’s once-hot trades at the start of the year are all faltering. </p><p>Even among stocks, a battle is raging. Consider the Russell 2000 and Nasdaq 100, which have taken turns outperforming this month. For six straight sessions, their return gap has exceeded 1 percentage point. That’s the longest stretch of big, listless rotations since November 2020. </p><p>Helping fuel a revival in small-caps — stocks that are typically more sensitive to economic swings — is optimism that the economy may avoid a severe recession, with the Fed poised to put a brake on its aggressive monetary tightening. </p><p>The central bank is expected to pause interest-rate increases next week for the first time in 15 months and leave policy on hold through December, according to economists surveyed by Bloomberg. </p><p>To Emily Roland, the co-chief investment strategist of John Hancock Investment Management, investors had better hold the urge to chase gains because the economic outlook remains murky and today’s winners can easily become tomorrow’s losers. </p><p>“We are in this pivot party,” she said. “But my analogy in terms of how to play it, maybe you want to sip on a light beer instead of reaching for the tequila because you might have fewer regrets the next morning.” </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>Cost of Being Wrong Gets Bigger by Day in Ever-Diverging Markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCost of Being Wrong Gets Bigger by Day in Ever-Diverging Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-10 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-09/cost-of-being-wrong-gets-bigger-by-day-in-ever-diverging-markets><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 keeps rising in face of recession alarms by bondsPre-recessionary rallies all led to big stock losses: LeutholdMarkets, Boaz Weinstein said this week, are “constantly wrong.” Telling which one...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-09/cost-of-being-wrong-gets-bigger-by-day-in-ever-diverging-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-09/cost-of-being-wrong-gets-bigger-by-day-in-ever-diverging-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115026364","content_text":"S&P 500 keeps rising in face of recession alarms by bondsPre-recessionary rallies all led to big stock losses: LeutholdMarkets, Boaz Weinstein said this week, are “constantly wrong.” Telling which one is most astray right now has become the big challenge for investors facing conflicting signals across asset classes.Is it stocks, where an advance previously confined to a handful of tech megacaps showed distinct signs of broadening out this week? A $6 trillion rally hangs in the balance. Or maybe it’s bonds, where emanations of gloom abound and bets on Federal Reserve rate cuts are multiplying in a market where volatility is running twice as high as it was just two years ago.For investors, the potential penalties for being on the wrong side of the trade — essentially, miscalculating the likelihood of a recession — are getting higher with every leg up in the S&P 500, which this week crossed into bull-market territory. JPMorgan Chase & Co. analysts put the cost of mistimed bullishness as high as 20% should equity traders turn out to have misjudged the economy’s path.“Something has got to give,” said Peter Cecchini, director of research at Axonic Capital. “With equity valuations this stretched in many sectors relative to realistic forecasts for 2023 earnings, we’d bet the give comes from equities.” The S&P 500 added 0.4% this week to post its fourth straight increase. The tech-heavy Nasdaq 100 trailed, posting its first decline in seven weeks as money flowed to beaten-down areas like banks and small-caps. A gauge of regional lenders jumped 3%, while the Russell 2000 climbed almost 2%.Defensively positioned money managers have started warming to the rally. In a poll by the National Association of Active Investment Managers (NAAIM), equity exposure just increased at the fastest pace in more than two years. At 90%, the reading was the highest since November 2021.For his part, Weinstein, the chief investment officer of Saba Capital Management, says getting too caught up in speculation about the economy is a mistake. “Instead of saying, ‘I think there’ll be a recession or there won’t,’ which I kind of howl at the TV screen when I hear that, I feel like you have to think of ranges of outcomes,” he said, speaking at the Bloomberg Invest event in New York.That translates into a bet against corporate bonds at Saba, premised on the view that subdued yield spread makes a wager against credit too juicy to pass up. For investors who are increasingly all-in on stocks, however, the perils are increasing.While the S&P 500 has surged more than 20% from its October low, entering what some consider a bull market, the resilience is at odds with ever-growing warnings from the bond market. Yield curve inversion — a widely watched indicator for an economic recession — has worsened over that stretch as long-dated Treasury rates fell further below short-dated ones.The divide is illustrated by a model kept by JPMorgan that compares each asset’s market pricing versus its implied value based on macroeconomic factors such as inflation volatility. While bonds have reflected persistent uncertainty since February, the stock market is more sanguine, pricing less risk than before the pandemic. Should equities echo fixed income in acknowledging the risk over inflation volatility, the S&P 500 would be 20% below its current levels, according to the firm’s strategists including Nikolaos Panigirtzoglou.Of course, seeking a consistent economic message across assets is often a futile exercise as the economy’s trajectory is not the only thing driving prices. A big force in 2023’s equity rally has been euphoria around artificial intelligence supercharging computer and software shares, with the seven largest tech firms accounting for almost all the S&P 500’s year-to-date gains.It’s also possible that stock traders, after sending equities into a bear market in 2022 amid mounting fears of a recession, are readjusting their expectations for the timing and magnitude of an economic downturn. In fact, it’s not unusual to see stocks going up in the face of the bond market’s recessional warnings. Using the yield gap between three-month and 10-year Treasuries as a signpost, a study by Leuthold Group found that since the late 1960s, a trader buying the S&P 500 on the first day of the yield inversion and, with perfect timing, selling at the subsequent high could have made anything from 5% to 23%. Those gains averaged 13% over a holding period of roughly eight months.This time, the yield inversion happened in November, or seven months ago. Since then, the S&P 500 has climbed 13%, matching the average of the previous post-inversion advances.Coincidence? Perhaps. But Doug Ramsey, Leuthold’s chief investment officer, considers the market’s latest leg higher as another “pre-recessionary rally.” In his view, while yield inversions have correctly forecast all previous eight recessions, stocks tended to defy initial alarms as investors sought to exploit the last window to profits before the eventual bust. With small-cap stocks and depressed cyclical shares such as banks rising from the dust of late, many market participants are cheering over the broadening in share participation. Ramsey is skeptical, warning the market could face “a last gasp for this upswing,” given the Fed’s commitment to its inflation-fighting campaign. In the previous eight instances of yield inversion, the S&P 500 dropped 35% on average from the interim peak to the final low, his analysis shows. “When the really beaten-down stuff finally joins in, it’s sometimes a sign the party is about to end,” Ramsey said. “And unlike the endless market celebrations of the last decade, this one lacks a punch bowl,” a reference to stimulative Fed policy. As conflicted as asset moves have been, 2023 is shaping up to be a punishing year for consensus bets. From sell Big Tech stocks to short the dollar and long Chinese shares, Wall Street’s once-hot trades at the start of the year are all faltering. Even among stocks, a battle is raging. Consider the Russell 2000 and Nasdaq 100, which have taken turns outperforming this month. For six straight sessions, their return gap has exceeded 1 percentage point. That’s the longest stretch of big, listless rotations since November 2020. Helping fuel a revival in small-caps — stocks that are typically more sensitive to economic swings — is optimism that the economy may avoid a severe recession, with the Fed poised to put a brake on its aggressive monetary tightening. The central bank is expected to pause interest-rate increases next week for the first time in 15 months and leave policy on hold through December, according to economists surveyed by Bloomberg. To Emily Roland, the co-chief investment strategist of John Hancock Investment Management, investors had better hold the urge to chase gains because the economic outlook remains murky and today’s winners can easily become tomorrow’s losers. “We are in this pivot party,” she said. “But my analogy in terms of how to play it, maybe you want to sip on a light beer instead of reaching for the tequila because you might have fewer regrets the next morning.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214871795695744,"gmtCreate":1693495854341,"gmtModify":1693495858970,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214871795695744","repostId":"2363292599","repostType":2,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943452411,"gmtCreate":1679654195034,"gmtModify":1679654200696,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"&nbsp;👌🏼🙏🏼","listText":"&nbsp;👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943452411","repostId":"1194295153","repostType":2,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211521645936688,"gmtCreate":1692671900997,"gmtModify":1692671905243,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211521645936688","repostId":"1160673544","repostType":2,"repost":{"id":"1160673544","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":1692660411,"share":"https://ttm.financial/m/news/1160673544?lang=&edition=fundamental","pubTime":"2023-08-22 07:26","market":"us","language":"en","title":"Post-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160673544","media":"Tiger Newspress","summary":"The Nasdaq ended more than 1% higher and the S&P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stock","content":"<html><head></head><body><p>The Nasdaq ended more than 1% higher and the S&amp;P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stocks gaining.</p><h2 id=\"id_1952585754\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 36.97 points, or 0.11%, to 34,463.69, the S&amp;P 500 gained 30.06 points, or 0.69%, to 4,399.77 and the Nasdaq Composite added 206.81 points, or 1.56%, to 13,497.59.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc86e1f99ca899275219af659220cfa6\" title=\"\" tg-width=\"628\" tg-height=\"113\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p>Palo Alto Networks (ticker: PANW) stock gained 15%. The cybersecurity, topped fiscal fourth-quarter earnings expectations, and its profit forecast for the first quarter also beat estimates. Palo Alto said Friday it expects first-quarter billings of $2.05 billion to $2.08 billion, up 17% to 19%. The company’s fiscal 2024 forecasts for adjusted earnings and billings also were better than expectations. The stock was the best performer in the S&amp;P 500. Fellow cybersecurity stocks also were trading higher, with CrowdStrike (CRWD) and Zscaler (ZS) each up 4.8%.</p><p style=\"text-align: start;\">Napco Security Technologies (NSSC), which makes electronic security equipment and wireless communication devices for intrusion and fire alarm systems, fell 45% after saying it identified errors related to the calculation of cost of goods sold and inventory for each of the first three quarters of fiscal 2023. Napco said inventories were overstated and cost of goods sold was understated “resulting in overstated gross profit, operating income and net income for each period.”</p><p style=\"text-align: start;\">AMC Entertainment (AMC) fell 24% ahead of the movie-theater chain’s planned stock conversion. The conversion of AMC Preferred Equity units will result in the trading of a single AMC common share class and is part of the company’s battle to eliminate debt.</p><p style=\"text-align: start;\">Nikola (NKLA) fell 23% after the electric truck maker said it “may incur significant expenses” from the voluntary recall of more than 200 of its EVs and “there can be no assurance as to when we will be able to resume production of our BEV trucks.” Separately, the company announced plans to offer $325 million in senior convertible bonds in a registered direct offering.</p><p style=\"text-align: start;\">Earthstone Energy (ESTE) rose 17% after Permian Resources (PR) agreed to acquire the energy company in an all-stock transaction valued at about $4.5 billion. Permian shares gained 2.3%.</p><p style=\"text-align: start;\">U.S.-listed shares of XPeng (XPEV) rose 10% after analysts at BofA raised their recommendation on the Chinese electric-vehicle maker to Buy from Neutral and lifted the price target to $22 from $16.30. The stock fell 4.3% on Friday after reporting second-quarter earnings and issuing solid third-quarter guidance.</p><p style=\"text-align: start;\">EV giant Tesla (TSLA) gained 7.3%. The stock has dropped for 13 out of the past 14 days. Analysts at Baird placed the company on its list of “best ideas” after second-quarter earnings.</p><p style=\"text-align: start;\">Nvidia (NVDA) jumped 8.5%. Expectations are riding high for the chip maker’s earnings on Wednesday. The chip maker has found itself a key beneficiary of the investing frenzy over artificial intelligence. </p><p style=\"text-align: start;\">Broadcom (AVGO) rose 4.8% and VMware (VMW) gained 4.9% after the U.K.’s Competition and Markets Authority cleared Broadcom ‘s acquisition of the cloud infrastructure company.</p><h2 id=\"id_4134400486\">Market News</h2><p>Moderna has agreed to develop its Claudin18.2 mRNA cancer vaccine with CARsgen Therapeutics (OTCPK:CRTHF) Claudin18.2 CAR T-cell candidate, CT041, the Chinese biotech announced Monday.</p><p>Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.</p><p>UK&#39;s competition regulator said on Monday it has cleared U.S. tech company Broadcom&#39;s $69 billion purchase of VMware, following an in-depth phase-2 probe.</p><p>A hotly anticipated IPO for a company that designs chips for 99% of the world’s smartphones is just around the corner, after it filed paperwork Monday to go public.</p><p>Tingo Group Inc (NASDAQ:TIO) tumbled 21% in extended trading; It announced today that it has further postponed its second-quarter 2023 earnings release and conference call and the filing of its Form 10-Q for the period ended June 30, 2023.</p><p style=\"text-align: left;\">Fabrinet (NYSE:FN) surged 17% in extended trading; It reported Q4 EPS of $1.86, $0.06 better than the analyst estimate of $1.80. Revenue for the quarter came in at $655.9 million versus the consensus estimate of $641.43M. Sees Q1 non-GAAP $1.83 to $1.90, based on approximately 36.5M fully diluted shares outstanding.</p><p style=\"text-align: left;\">Nordson Corp (NASDAQ:NDSN) slipped over 5% in extended trading; It reported Q3 EPS of $2.35, $0.03 better than the analyst estimate of $2.32. Revenue for the quarter came in at $649M versus the consensus estimate of $664.94M. Nordson Corp. sees FY2023 EPS of $8.90-$9.05, versus the consensus of $9.06.</p><p style=\"text-align: left;\">Zoom Video Communications Inc (NASDAQ:ZM) gained nearly 4% in extended trading; It reported Q2 EPS of $1.34, $0.28 better than the analyst estimate of $1.06. Revenue for the quarter came in at $1.14 billion versus the consensus estimate of $1.11B. Zoom sees Q3 2024 EPS of $1.07-$1.09, versus the consensus of $1.03. Zoom sees Q3 2024 revenue of $1.115-1.12B, versus the consensus of $1.13B. Zoom sees FY2024 EPS of $4.63-$4.67, versus the consensus of $4.30. Zoom sees FY2024 revenue of $4.485-4.495B, versus the consensus of $4.48B.</p><p style=\"text-align: left;\">Advance Auto Parts Inc. (NYSE:AAP) slid slightly1% in extended trading; Kenvue Inc (NYSE:KVUE) will replace Advance Auto Parts Inc. in the S&amp;P 500, and Advance Auto Parts will replace Emergent Biosolutions Inc (NYSE:EBS) in the S&amp;P SmallCap 600.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fdd77952f20947b8d6aad5661c348df\" tg-width=\"1080\" tg-height=\"1920\"/></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>Post-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%</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\">\nPost-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%\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\">2023-08-22 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Nasdaq ended more than 1% higher and the S&amp;P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stocks gaining.</p><h2 id=\"id_1952585754\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 36.97 points, or 0.11%, to 34,463.69, the S&amp;P 500 gained 30.06 points, or 0.69%, to 4,399.77 and the Nasdaq Composite added 206.81 points, or 1.56%, to 13,497.59.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc86e1f99ca899275219af659220cfa6\" title=\"\" tg-width=\"628\" tg-height=\"113\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p>Palo Alto Networks (ticker: PANW) stock gained 15%. The cybersecurity, topped fiscal fourth-quarter earnings expectations, and its profit forecast for the first quarter also beat estimates. Palo Alto said Friday it expects first-quarter billings of $2.05 billion to $2.08 billion, up 17% to 19%. The company’s fiscal 2024 forecasts for adjusted earnings and billings also were better than expectations. The stock was the best performer in the S&amp;P 500. Fellow cybersecurity stocks also were trading higher, with CrowdStrike (CRWD) and Zscaler (ZS) each up 4.8%.</p><p style=\"text-align: start;\">Napco Security Technologies (NSSC), which makes electronic security equipment and wireless communication devices for intrusion and fire alarm systems, fell 45% after saying it identified errors related to the calculation of cost of goods sold and inventory for each of the first three quarters of fiscal 2023. Napco said inventories were overstated and cost of goods sold was understated “resulting in overstated gross profit, operating income and net income for each period.”</p><p style=\"text-align: start;\">AMC Entertainment (AMC) fell 24% ahead of the movie-theater chain’s planned stock conversion. The conversion of AMC Preferred Equity units will result in the trading of a single AMC common share class and is part of the company’s battle to eliminate debt.</p><p style=\"text-align: start;\">Nikola (NKLA) fell 23% after the electric truck maker said it “may incur significant expenses” from the voluntary recall of more than 200 of its EVs and “there can be no assurance as to when we will be able to resume production of our BEV trucks.” Separately, the company announced plans to offer $325 million in senior convertible bonds in a registered direct offering.</p><p style=\"text-align: start;\">Earthstone Energy (ESTE) rose 17% after Permian Resources (PR) agreed to acquire the energy company in an all-stock transaction valued at about $4.5 billion. Permian shares gained 2.3%.</p><p style=\"text-align: start;\">U.S.-listed shares of XPeng (XPEV) rose 10% after analysts at BofA raised their recommendation on the Chinese electric-vehicle maker to Buy from Neutral and lifted the price target to $22 from $16.30. The stock fell 4.3% on Friday after reporting second-quarter earnings and issuing solid third-quarter guidance.</p><p style=\"text-align: start;\">EV giant Tesla (TSLA) gained 7.3%. The stock has dropped for 13 out of the past 14 days. Analysts at Baird placed the company on its list of “best ideas” after second-quarter earnings.</p><p style=\"text-align: start;\">Nvidia (NVDA) jumped 8.5%. Expectations are riding high for the chip maker’s earnings on Wednesday. The chip maker has found itself a key beneficiary of the investing frenzy over artificial intelligence. </p><p style=\"text-align: start;\">Broadcom (AVGO) rose 4.8% and VMware (VMW) gained 4.9% after the U.K.’s Competition and Markets Authority cleared Broadcom ‘s acquisition of the cloud infrastructure company.</p><h2 id=\"id_4134400486\">Market News</h2><p>Moderna has agreed to develop its Claudin18.2 mRNA cancer vaccine with CARsgen Therapeutics (OTCPK:CRTHF) Claudin18.2 CAR T-cell candidate, CT041, the Chinese biotech announced Monday.</p><p>Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.</p><p>UK&#39;s competition regulator said on Monday it has cleared U.S. tech company Broadcom&#39;s $69 billion purchase of VMware, following an in-depth phase-2 probe.</p><p>A hotly anticipated IPO for a company that designs chips for 99% of the world’s smartphones is just around the corner, after it filed paperwork Monday to go public.</p><p>Tingo Group Inc (NASDAQ:TIO) tumbled 21% in extended trading; It announced today that it has further postponed its second-quarter 2023 earnings release and conference call and the filing of its Form 10-Q for the period ended June 30, 2023.</p><p style=\"text-align: left;\">Fabrinet (NYSE:FN) surged 17% in extended trading; It reported Q4 EPS of $1.86, $0.06 better than the analyst estimate of $1.80. Revenue for the quarter came in at $655.9 million versus the consensus estimate of $641.43M. Sees Q1 non-GAAP $1.83 to $1.90, based on approximately 36.5M fully diluted shares outstanding.</p><p style=\"text-align: left;\">Nordson Corp (NASDAQ:NDSN) slipped over 5% in extended trading; It reported Q3 EPS of $2.35, $0.03 better than the analyst estimate of $2.32. Revenue for the quarter came in at $649M versus the consensus estimate of $664.94M. Nordson Corp. sees FY2023 EPS of $8.90-$9.05, versus the consensus of $9.06.</p><p style=\"text-align: left;\">Zoom Video Communications Inc (NASDAQ:ZM) gained nearly 4% in extended trading; It reported Q2 EPS of $1.34, $0.28 better than the analyst estimate of $1.06. Revenue for the quarter came in at $1.14 billion versus the consensus estimate of $1.11B. Zoom sees Q3 2024 EPS of $1.07-$1.09, versus the consensus of $1.03. Zoom sees Q3 2024 revenue of $1.115-1.12B, versus the consensus of $1.13B. Zoom sees FY2024 EPS of $4.63-$4.67, versus the consensus of $4.30. Zoom sees FY2024 revenue of $4.485-4.495B, versus the consensus of $4.48B.</p><p style=\"text-align: left;\">Advance Auto Parts Inc. (NYSE:AAP) slid slightly1% in extended trading; Kenvue Inc (NYSE:KVUE) will replace Advance Auto Parts Inc. in the S&amp;P 500, and Advance Auto Parts will replace Emergent Biosolutions Inc (NYSE:EBS) in the S&amp;P SmallCap 600.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fdd77952f20947b8d6aad5661c348df\" tg-width=\"1080\" tg-height=\"1920\"/></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":"1160673544","content_text":"The Nasdaq ended more than 1% higher and the S&P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stocks gaining.Market SnapshotThe Dow Jones Industrial Average fell 36.97 points, or 0.11%, to 34,463.69, the S&P 500 gained 30.06 points, or 0.69%, to 4,399.77 and the Nasdaq Composite added 206.81 points, or 1.56%, to 13,497.59.Market MoversPalo Alto Networks (ticker: PANW) stock gained 15%. The cybersecurity, topped fiscal fourth-quarter earnings expectations, and its profit forecast for the first quarter also beat estimates. Palo Alto said Friday it expects first-quarter billings of $2.05 billion to $2.08 billion, up 17% to 19%. The company’s fiscal 2024 forecasts for adjusted earnings and billings also were better than expectations. The stock was the best performer in the S&P 500. Fellow cybersecurity stocks also were trading higher, with CrowdStrike (CRWD) and Zscaler (ZS) each up 4.8%.Napco Security Technologies (NSSC), which makes electronic security equipment and wireless communication devices for intrusion and fire alarm systems, fell 45% after saying it identified errors related to the calculation of cost of goods sold and inventory for each of the first three quarters of fiscal 2023. Napco said inventories were overstated and cost of goods sold was understated “resulting in overstated gross profit, operating income and net income for each period.”AMC Entertainment (AMC) fell 24% ahead of the movie-theater chain’s planned stock conversion. The conversion of AMC Preferred Equity units will result in the trading of a single AMC common share class and is part of the company’s battle to eliminate debt.Nikola (NKLA) fell 23% after the electric truck maker said it “may incur significant expenses” from the voluntary recall of more than 200 of its EVs and “there can be no assurance as to when we will be able to resume production of our BEV trucks.” Separately, the company announced plans to offer $325 million in senior convertible bonds in a registered direct offering.Earthstone Energy (ESTE) rose 17% after Permian Resources (PR) agreed to acquire the energy company in an all-stock transaction valued at about $4.5 billion. Permian shares gained 2.3%.U.S.-listed shares of XPeng (XPEV) rose 10% after analysts at BofA raised their recommendation on the Chinese electric-vehicle maker to Buy from Neutral and lifted the price target to $22 from $16.30. The stock fell 4.3% on Friday after reporting second-quarter earnings and issuing solid third-quarter guidance.EV giant Tesla (TSLA) gained 7.3%. The stock has dropped for 13 out of the past 14 days. Analysts at Baird placed the company on its list of “best ideas” after second-quarter earnings.Nvidia (NVDA) jumped 8.5%. Expectations are riding high for the chip maker’s earnings on Wednesday. The chip maker has found itself a key beneficiary of the investing frenzy over artificial intelligence. Broadcom (AVGO) rose 4.8% and VMware (VMW) gained 4.9% after the U.K.’s Competition and Markets Authority cleared Broadcom ‘s acquisition of the cloud infrastructure company.Market NewsModerna has agreed to develop its Claudin18.2 mRNA cancer vaccine with CARsgen Therapeutics (OTCPK:CRTHF) Claudin18.2 CAR T-cell candidate, CT041, the Chinese biotech announced Monday.Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.UK's competition regulator said on Monday it has cleared U.S. tech company Broadcom's $69 billion purchase of VMware, following an in-depth phase-2 probe.A hotly anticipated IPO for a company that designs chips for 99% of the world’s smartphones is just around the corner, after it filed paperwork Monday to go public.Tingo Group Inc (NASDAQ:TIO) tumbled 21% in extended trading; It announced today that it has further postponed its second-quarter 2023 earnings release and conference call and the filing of its Form 10-Q for the period ended June 30, 2023.Fabrinet (NYSE:FN) surged 17% in extended trading; It reported Q4 EPS of $1.86, $0.06 better than the analyst estimate of $1.80. Revenue for the quarter came in at $655.9 million versus the consensus estimate of $641.43M. Sees Q1 non-GAAP $1.83 to $1.90, based on approximately 36.5M fully diluted shares outstanding.Nordson Corp (NASDAQ:NDSN) slipped over 5% in extended trading; It reported Q3 EPS of $2.35, $0.03 better than the analyst estimate of $2.32. Revenue for the quarter came in at $649M versus the consensus estimate of $664.94M. Nordson Corp. sees FY2023 EPS of $8.90-$9.05, versus the consensus of $9.06.Zoom Video Communications Inc (NASDAQ:ZM) gained nearly 4% in extended trading; It reported Q2 EPS of $1.34, $0.28 better than the analyst estimate of $1.06. Revenue for the quarter came in at $1.14 billion versus the consensus estimate of $1.11B. Zoom sees Q3 2024 EPS of $1.07-$1.09, versus the consensus of $1.03. Zoom sees Q3 2024 revenue of $1.115-1.12B, versus the consensus of $1.13B. Zoom sees FY2024 EPS of $4.63-$4.67, versus the consensus of $4.30. Zoom sees FY2024 revenue of $4.485-4.495B, versus the consensus of $4.48B.Advance Auto Parts Inc. (NYSE:AAP) slid slightly1% in extended trading; Kenvue Inc (NYSE:KVUE) will replace Advance Auto Parts Inc. in the S&P 500, and Advance Auto Parts will replace Emergent Biosolutions Inc (NYSE:EBS) in the S&P SmallCap 600.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943058935,"gmtCreate":1678982902927,"gmtModify":1678982907471,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943058935","repostId":"2319339437","repostType":2,"repost":{"id":"2319339437","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":1678970556,"share":"https://ttm.financial/m/news/2319339437?lang=&edition=fundamental","pubTime":"2023-03-16 20:42","market":"us","language":"en","title":"Tech Stocks Appear to Be a Haven From the Banking Crisis, for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2319339437","media":"Dow Jones","summary":"Technology stocks have remained relatively insulated from the turmoil rattling financial markets. Ho","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b100c5516b8c743488b07d6e8e470ee9\" tg-width=\"860\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>Technology stocks have remained relatively insulated from the turmoil rattling financial markets. How long that lasts is anyone&#39;s guess.</p><p>The tech and communication services groups in the S&amp;P 500 -- home to the likes of Apple Inc., Microsoft Corp. and the parent companies of Facebook and Google -- have climbed 2.3% and 2.9%, respectively, in March, extending their 2023 gains.</p><p>The sectors have been bright spots in a stock market battered by worries about the health of the financial system. A sharp drop in bank stocks has dragged the S&amp;P 500 down 2% this month, trimming its gains for the year to 1.4%. The only other segments in the green for March are utilities and consumer staples.</p><p>The rise in tech stocks has coincided with a plunge in government bond yields and hopes that the Federal Reserve is nearing the end of its campaign raising interest rates. Among the biggest gainers in March are Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., which has jumped 13%; Salesforce Inc., which has surged 12%; and networking-equipment provider Arista Networks Inc., which has climbed 11%.</p><p>Tech stocks were clobbered last year when the central bank began its tightening campaign and the market environment turned to favor investments that generated immediate cash for the holder. Low yields, on the other hand, make many investors willing to pay more for shares of tech companies that they expect to churn out outsize profits in the future.</p><p><img src=\"https://static.tigerbbs.com/f0da515d4d030955f81c56c315785bc4\" tg-width=\"745\" tg-height=\"511\" width=\"100%\" height=\"auto\"/></p><p>The yield on the 10-year Treasury note, which affects everything from auto and student loans to mortgage debt, has dropped below 3.5% from above 4% in early March. Monday&#39;s yield decline on the two-year note, which is particularly sensitive to investors&#39; interest rate expectations, was the sharpest since Black Monday in 1987.</p><p>And in the derivatives market, investors say it is a tossup whether the Fed will raise interest rates by a quarter-point next week or hold them steady. Some traders are again calling for the central bank to cut rates later this year.</p><p>&#34;The writing on the wall is that between the stress on the banking sector and some other economic data out there, we&#39;re getting to the end point here with respect to interest rate hikes,&#34; said Don Calcagni, chief investment officer of Mercer Advisors.</p><p>The bounce in tech stocks is surprising to some investors, given the spillover risks from the collapse of Silicon Valley Bank, a big lender to venture capitalists and technology startups. The failure of the bank, which underwent a run on deposits, was the second-biggest in U.S. history. <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> and <a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> Corp., both players in the cryptocurrency industry, also failed in recent days. The crisis in confidence crossed the Atlantic on Wednesday when Credit Suisse Group AG shares plumbed new lows.</p><p>Sylvia Jablonski, chief investment officer at Defiance ETFs, said she isn&#39;t surprised by investors&#39; renewed appetite for tech stocks, given how badly they were battered last year. The tech and communication services groups fell about 30% and 40% in 2022, respectively, compared with a roughly 20% drop for the S&amp;P 500.</p><p>&#34;Do they deserve to be down that much? Probably not,&#34; she said.</p><p>Within the tech sector, semiconductor stocks have been among the biggest winners of late, partly because of the reopening of China&#39;s economy. Intel Corp. and Advanced Micro Devices Inc. have added 14% this month.</p><p>The turmoil in the banking sector has increased the chances of an economic downturn, and some investors say that bolsters the case for holding tech stocks. Jason Pride, chief investment officer of private wealth at Glenmede, said he sees tech as one of the few areas of the market with the potential to post growth during a recession.</p><p>&#34;Technology stocks tend to have more stable businesses and more downside protection during more difficult times,&#34; said Mr. Pride, who added that he is still cautious on the segment because valuations remain elevated, leaving the group vulnerable to further declines.</p><p>The tech sector is trading at about 22.5 times its expected earnings over the next 12 months, and the communication services sector trades at around 15.4 times earnings. In comparison, the S&amp;P 500&#39;s multiple is roughly 17.3.</p><p>It is difficult to make any longer-term predictions about the market&#39;s trajectory because investors don&#39;t yet fully understand how the crisis in the banking sector will unfold, how quickly inflation will ease or how the Fed will respond, Mr. Calcagni of Mercer Advisors said.</p><p>&#34;We still don&#39;t know if there is another shoe to drop,&#34; he said. &#34;It&#39;s very conceivable that the gains we&#39;ve seen in tech, we give those back. There&#39;s so much stress and so much concern in the market.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Stocks Appear to Be a Haven From the Banking Crisis, for 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\">\nTech Stocks Appear to Be a Haven From the Banking Crisis, for Now\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\">2023-03-16 20:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b100c5516b8c743488b07d6e8e470ee9\" tg-width=\"860\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>Technology stocks have remained relatively insulated from the turmoil rattling financial markets. How long that lasts is anyone&#39;s guess.</p><p>The tech and communication services groups in the S&amp;P 500 -- home to the likes of Apple Inc., Microsoft Corp. and the parent companies of Facebook and Google -- have climbed 2.3% and 2.9%, respectively, in March, extending their 2023 gains.</p><p>The sectors have been bright spots in a stock market battered by worries about the health of the financial system. A sharp drop in bank stocks has dragged the S&amp;P 500 down 2% this month, trimming its gains for the year to 1.4%. The only other segments in the green for March are utilities and consumer staples.</p><p>The rise in tech stocks has coincided with a plunge in government bond yields and hopes that the Federal Reserve is nearing the end of its campaign raising interest rates. Among the biggest gainers in March are Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., which has jumped 13%; Salesforce Inc., which has surged 12%; and networking-equipment provider Arista Networks Inc., which has climbed 11%.</p><p>Tech stocks were clobbered last year when the central bank began its tightening campaign and the market environment turned to favor investments that generated immediate cash for the holder. Low yields, on the other hand, make many investors willing to pay more for shares of tech companies that they expect to churn out outsize profits in the future.</p><p><img src=\"https://static.tigerbbs.com/f0da515d4d030955f81c56c315785bc4\" tg-width=\"745\" tg-height=\"511\" width=\"100%\" height=\"auto\"/></p><p>The yield on the 10-year Treasury note, which affects everything from auto and student loans to mortgage debt, has dropped below 3.5% from above 4% in early March. Monday&#39;s yield decline on the two-year note, which is particularly sensitive to investors&#39; interest rate expectations, was the sharpest since Black Monday in 1987.</p><p>And in the derivatives market, investors say it is a tossup whether the Fed will raise interest rates by a quarter-point next week or hold them steady. Some traders are again calling for the central bank to cut rates later this year.</p><p>&#34;The writing on the wall is that between the stress on the banking sector and some other economic data out there, we&#39;re getting to the end point here with respect to interest rate hikes,&#34; said Don Calcagni, chief investment officer of Mercer Advisors.</p><p>The bounce in tech stocks is surprising to some investors, given the spillover risks from the collapse of Silicon Valley Bank, a big lender to venture capitalists and technology startups. The failure of the bank, which underwent a run on deposits, was the second-biggest in U.S. history. <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> and <a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> Corp., both players in the cryptocurrency industry, also failed in recent days. The crisis in confidence crossed the Atlantic on Wednesday when Credit Suisse Group AG shares plumbed new lows.</p><p>Sylvia Jablonski, chief investment officer at Defiance ETFs, said she isn&#39;t surprised by investors&#39; renewed appetite for tech stocks, given how badly they were battered last year. The tech and communication services groups fell about 30% and 40% in 2022, respectively, compared with a roughly 20% drop for the S&amp;P 500.</p><p>&#34;Do they deserve to be down that much? Probably not,&#34; she said.</p><p>Within the tech sector, semiconductor stocks have been among the biggest winners of late, partly because of the reopening of China&#39;s economy. Intel Corp. and Advanced Micro Devices Inc. have added 14% this month.</p><p>The turmoil in the banking sector has increased the chances of an economic downturn, and some investors say that bolsters the case for holding tech stocks. Jason Pride, chief investment officer of private wealth at Glenmede, said he sees tech as one of the few areas of the market with the potential to post growth during a recession.</p><p>&#34;Technology stocks tend to have more stable businesses and more downside protection during more difficult times,&#34; said Mr. Pride, who added that he is still cautious on the segment because valuations remain elevated, leaving the group vulnerable to further declines.</p><p>The tech sector is trading at about 22.5 times its expected earnings over the next 12 months, and the communication services sector trades at around 15.4 times earnings. In comparison, the S&amp;P 500&#39;s multiple is roughly 17.3.</p><p>It is difficult to make any longer-term predictions about the market&#39;s trajectory because investors don&#39;t yet fully understand how the crisis in the banking sector will unfold, how quickly inflation will ease or how the Fed will respond, Mr. Calcagni of Mercer Advisors said.</p><p>&#34;We still don&#39;t know if there is another shoe to drop,&#34; he said. &#34;It&#39;s very conceivable that the gains we&#39;ve seen in tech, we give those back. There&#39;s so much stress and so much concern in the market.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","AAPL":"苹果","BK4515":"5G概念","BK4191":"家用电器","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","SPY":"标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","BK4575":"芯片概念","OEX":"标普100",".SPX":"S&P 500 Index","BK4535":"淡马锡持仓","SDS":"两倍做空标普500ETF","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4588":"碎股","META":"Meta Platforms, Inc.","BK4550":"红杉资本持仓","BK4141":"半导体产品","BOLT":"Bolt Biotherapeutics, Inc.","UPRO":"三倍做多标普500ETF","TERN":"Terns Pharmaceuticals, Inc.","BK4581":"高盛持仓","GOOG":"谷歌","SH":"标普500反向ETF","BK4504":"桥水持仓","BK4512":"苹果概念","INTC":"英特尔","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","BK4529":"IDC概念","BK4539":"次新股","SPXU":"三倍做空标普500ETF","MSFT":"微软","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319339437","content_text":"Technology stocks have remained relatively insulated from the turmoil rattling financial markets. How long that lasts is anyone's guess.The tech and communication services groups in the S&P 500 -- home to the likes of Apple Inc., Microsoft Corp. and the parent companies of Facebook and Google -- have climbed 2.3% and 2.9%, respectively, in March, extending their 2023 gains.The sectors have been bright spots in a stock market battered by worries about the health of the financial system. A sharp drop in bank stocks has dragged the S&P 500 down 2% this month, trimming its gains for the year to 1.4%. The only other segments in the green for March are utilities and consumer staples.The rise in tech stocks has coincided with a plunge in government bond yields and hopes that the Federal Reserve is nearing the end of its campaign raising interest rates. Among the biggest gainers in March are Facebook parent Meta Platforms Inc., which has jumped 13%; Salesforce Inc., which has surged 12%; and networking-equipment provider Arista Networks Inc., which has climbed 11%.Tech stocks were clobbered last year when the central bank began its tightening campaign and the market environment turned to favor investments that generated immediate cash for the holder. Low yields, on the other hand, make many investors willing to pay more for shares of tech companies that they expect to churn out outsize profits in the future.The yield on the 10-year Treasury note, which affects everything from auto and student loans to mortgage debt, has dropped below 3.5% from above 4% in early March. Monday's yield decline on the two-year note, which is particularly sensitive to investors' interest rate expectations, was the sharpest since Black Monday in 1987.And in the derivatives market, investors say it is a tossup whether the Fed will raise interest rates by a quarter-point next week or hold them steady. Some traders are again calling for the central bank to cut rates later this year.\"The writing on the wall is that between the stress on the banking sector and some other economic data out there, we're getting to the end point here with respect to interest rate hikes,\" said Don Calcagni, chief investment officer of Mercer Advisors.The bounce in tech stocks is surprising to some investors, given the spillover risks from the collapse of Silicon Valley Bank, a big lender to venture capitalists and technology startups. The failure of the bank, which underwent a run on deposits, was the second-biggest in U.S. history. Signature Bank and Silvergate Capital Corp., both players in the cryptocurrency industry, also failed in recent days. The crisis in confidence crossed the Atlantic on Wednesday when Credit Suisse Group AG shares plumbed new lows.Sylvia Jablonski, chief investment officer at Defiance ETFs, said she isn't surprised by investors' renewed appetite for tech stocks, given how badly they were battered last year. The tech and communication services groups fell about 30% and 40% in 2022, respectively, compared with a roughly 20% drop for the S&P 500.\"Do they deserve to be down that much? Probably not,\" she said.Within the tech sector, semiconductor stocks have been among the biggest winners of late, partly because of the reopening of China's economy. Intel Corp. and Advanced Micro Devices Inc. have added 14% this month.The turmoil in the banking sector has increased the chances of an economic downturn, and some investors say that bolsters the case for holding tech stocks. Jason Pride, chief investment officer of private wealth at Glenmede, said he sees tech as one of the few areas of the market with the potential to post growth during a recession.\"Technology stocks tend to have more stable businesses and more downside protection during more difficult times,\" said Mr. Pride, who added that he is still cautious on the segment because valuations remain elevated, leaving the group vulnerable to further declines.The tech sector is trading at about 22.5 times its expected earnings over the next 12 months, and the communication services sector trades at around 15.4 times earnings. In comparison, the S&P 500's multiple is roughly 17.3.It is difficult to make any longer-term predictions about the market's trajectory because investors don't yet fully understand how the crisis in the banking sector will unfold, how quickly inflation will ease or how the Fed will respond, Mr. Calcagni of Mercer Advisors said.\"We still don't know if there is another shoe to drop,\" he said. \"It's very conceivable that the gains we've seen in tech, we give those back. There's so much stress and so much concern in the market.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949339726,"gmtCreate":1678351709966,"gmtModify":1678351715386,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949339726","repostId":"2317406182","repostType":4,"repost":{"id":"2317406182","pubTimestamp":1678375458,"share":"https://ttm.financial/m/news/2317406182?lang=&edition=fundamental","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":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209938155765984,"gmtCreate":1692276652616,"gmtModify":1692276656839,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"😮🙏🏼","listText":"😮🙏🏼","text":"😮🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209938155765984","repostId":"1130264222","repostType":2,"repost":{"id":"1130264222","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":1692275798,"share":"https://ttm.financial/m/news/1130264222?lang=&edition=fundamental","pubTime":"2023-08-17 20:36","market":"us","language":"en","title":"Nvidia’s Stock Can Shoot to $800, Says One of Wall Street’s Biggest Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=1130264222","media":"Dow Jones","summary":"Nvidia ‘stands in a league of its own when it comes to software and AI solutions,’ Rosenblatt analyst saysA Rosenblatt analyst thinks Nvidia shares could rise another 80%. Analysts remain overwhelming","content":"<html><head></head><body><p>Nvidia ‘stands in a league of its own when it comes to software and AI solutions,’ Rosenblatt analyst says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4403961e611f2ecd4381c67938c78caf\" alt=\"A Rosenblatt analyst thinks Nvidia shares could rise another 80%. \" title=\"A Rosenblatt analyst thinks Nvidia shares could rise another 80%. \" tg-width=\"1320\" tg-height=\"742\"/><span>A Rosenblatt analyst thinks Nvidia shares could rise another 80%. </span></p><p>Analysts remain overwhelmingly bullish on Nvidia Corp.’s shares despite a near tripling of the stock price so far this year, and their average price target implies about 20% upside from here.</p><p style=\"text-align: start;\">Rosenblatt Securities analyst Hans Mosesmann, however, sees room for a far more dramatic rally. He lifted his price target on Nvidia’s stock to $800 late Wednesday, writing that he expects the company to deliver a beat-and-raise report when it posts earnings next week, even as Nvidia appears unable to meet all of the furious demand for its artificial-intelligence hardware.</p><p>Mosesmann’s prior price target of $600 already solidified him as one of the most bullish analysts covering Nvidia within FactSet’s database, but the $800 target places him second, behind only Warren Lau of Aletheia Capital, who has a $1,000 target, according to the service.</p><p>Nvidia “remains one of our top plays as the company stands in a league of its own when it comes to software and AI solutions,” Rosenblatt’s Mosesmann wrote in his Wednesday note. He thinks Nvidia is a “high-conviction story thriving amid uncertainty given secular AI, autonomous driving, and metaverse tailwinds.”</p><p style=\"text-align: start;\">In his view, the company “can overcome hardware specification challenges and drive recurring software revenue streams.”</p><p>Mosesmann’s new price target is based on a 35-times price-to-earnings multiple applied to a fiscal 2026 earnings-per-share estimate in low-$20 territory. That’s “warranted by NVDA’s best-in-class software capabilities enabling multi-year earnings expansion even as competition intensifies,” he wrote, as the company’s moat and growth potential don’t seem “fully reflected” in the stock price.</p><p style=\"text-align: start;\">The $800 target implies more than 80% upside from Wednesday’s closing price of $434.86.</p><p style=\"text-align: start;\">Analysts have been parading in with increasingly bullish views of Nvidia this week, and Mosesmann wasn’t alone in doing so overnight. Oppenheimer’s Rick Schafer also lifted his price target on Nvidia’s stock late Wednesday, though in less dramatic fashion — to $500 from $420.</p><p>Supply is “a curb on near-term growth,” Schafer said, but Nvidia is the “purest scale play on AI adoption,” and he likes the long-term story.</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>Nvidia’s Stock Can Shoot to $800, Says One of Wall Street’s Biggest Bulls</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Stock Can Shoot to $800, Says One of Wall Street’s Biggest Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-17 20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia ‘stands in a league of its own when it comes to software and AI solutions,’ Rosenblatt analyst says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4403961e611f2ecd4381c67938c78caf\" alt=\"A Rosenblatt analyst thinks Nvidia shares could rise another 80%. \" title=\"A Rosenblatt analyst thinks Nvidia shares could rise another 80%. \" tg-width=\"1320\" tg-height=\"742\"/><span>A Rosenblatt analyst thinks Nvidia shares could rise another 80%. </span></p><p>Analysts remain overwhelmingly bullish on Nvidia Corp.’s shares despite a near tripling of the stock price so far this year, and their average price target implies about 20% upside from here.</p><p style=\"text-align: start;\">Rosenblatt Securities analyst Hans Mosesmann, however, sees room for a far more dramatic rally. He lifted his price target on Nvidia’s stock to $800 late Wednesday, writing that he expects the company to deliver a beat-and-raise report when it posts earnings next week, even as Nvidia appears unable to meet all of the furious demand for its artificial-intelligence hardware.</p><p>Mosesmann’s prior price target of $600 already solidified him as one of the most bullish analysts covering Nvidia within FactSet’s database, but the $800 target places him second, behind only Warren Lau of Aletheia Capital, who has a $1,000 target, according to the service.</p><p>Nvidia “remains one of our top plays as the company stands in a league of its own when it comes to software and AI solutions,” Rosenblatt’s Mosesmann wrote in his Wednesday note. He thinks Nvidia is a “high-conviction story thriving amid uncertainty given secular AI, autonomous driving, and metaverse tailwinds.”</p><p style=\"text-align: start;\">In his view, the company “can overcome hardware specification challenges and drive recurring software revenue streams.”</p><p>Mosesmann’s new price target is based on a 35-times price-to-earnings multiple applied to a fiscal 2026 earnings-per-share estimate in low-$20 territory. That’s “warranted by NVDA’s best-in-class software capabilities enabling multi-year earnings expansion even as competition intensifies,” he wrote, as the company’s moat and growth potential don’t seem “fully reflected” in the stock price.</p><p style=\"text-align: start;\">The $800 target implies more than 80% upside from Wednesday’s closing price of $434.86.</p><p style=\"text-align: start;\">Analysts have been parading in with increasingly bullish views of Nvidia this week, and Mosesmann wasn’t alone in doing so overnight. Oppenheimer’s Rick Schafer also lifted his price target on Nvidia’s stock late Wednesday, though in less dramatic fashion — to $500 from $420.</p><p>Supply is “a curb on near-term growth,” Schafer said, but Nvidia is the “purest scale play on AI adoption,” and he likes the long-term story.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130264222","content_text":"Nvidia ‘stands in a league of its own when it comes to software and AI solutions,’ Rosenblatt analyst saysA Rosenblatt analyst thinks Nvidia shares could rise another 80%. Analysts remain overwhelmingly bullish on Nvidia Corp.’s shares despite a near tripling of the stock price so far this year, and their average price target implies about 20% upside from here.Rosenblatt Securities analyst Hans Mosesmann, however, sees room for a far more dramatic rally. He lifted his price target on Nvidia’s stock to $800 late Wednesday, writing that he expects the company to deliver a beat-and-raise report when it posts earnings next week, even as Nvidia appears unable to meet all of the furious demand for its artificial-intelligence hardware.Mosesmann’s prior price target of $600 already solidified him as one of the most bullish analysts covering Nvidia within FactSet’s database, but the $800 target places him second, behind only Warren Lau of Aletheia Capital, who has a $1,000 target, according to the service.Nvidia “remains one of our top plays as the company stands in a league of its own when it comes to software and AI solutions,” Rosenblatt’s Mosesmann wrote in his Wednesday note. He thinks Nvidia is a “high-conviction story thriving amid uncertainty given secular AI, autonomous driving, and metaverse tailwinds.”In his view, the company “can overcome hardware specification challenges and drive recurring software revenue streams.”Mosesmann’s new price target is based on a 35-times price-to-earnings multiple applied to a fiscal 2026 earnings-per-share estimate in low-$20 territory. That’s “warranted by NVDA’s best-in-class software capabilities enabling multi-year earnings expansion even as competition intensifies,” he wrote, as the company’s moat and growth potential don’t seem “fully reflected” in the stock price.The $800 target implies more than 80% upside from Wednesday’s closing price of $434.86.Analysts have been parading in with increasingly bullish views of Nvidia this week, and Mosesmann wasn’t alone in doing so overnight. Oppenheimer’s Rick Schafer also lifted his price target on Nvidia’s stock late Wednesday, though in less dramatic fashion — to $500 from $420.Supply is “a curb on near-term growth,” Schafer said, but Nvidia is the “purest scale play on AI adoption,” and he likes the long-term story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943078807,"gmtCreate":1679008571509,"gmtModify":1679008575014,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943078807","repostId":"2320399013","repostType":2,"repost":{"id":"2320399013","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":1679007262,"share":"https://ttm.financial/m/news/2320399013?lang=&edition=fundamental","pubTime":"2023-03-17 06:54","market":"us","language":"en","title":"U.S. Stocks-Wall Street Closes Higher As First Republic Helps Lift Banks","url":"https://stock-news.laohu8.com/highlight/detail?id=2320399013","media":"Reuters","summary":"(Reuters) - A strong rebound by financials helped Wall Street's main indexes close firmly positive o","content":"<html><head></head><body><p>(Reuters) - A strong rebound by financials helped Wall Street&#39;s main indexes close firmly positive on Thursday, after some of the country&#39;s largest lenders came to the rescue of embattled First Republic Bank.</p><p>The technology sector also contributed to the gains, helping to boost the Nasdaq Composite to its strongest performance since Feb. 2, 2022.</p><p>The latest twist in the U.S. regional banks saga came on the heels of a 50 basis point rate hike by the European Central Bank, which earlier in the day had dampened investor sentiment already hurt by fears of a banking crisis.</p><p>Financial institutions, including JP Morgan Chase &amp; Co and Morgan Stanley, confirmed earlier reports they would deposit up to $30 billion into First Republic Bank&#39;s coffers to stabilize the lender.</p><p>&#34;Banks are looking out for one another,&#34; said Huntington Private Bank chief investment officer, John Augustine.</p><p>&#34;We had two outliers go down and now they want to save what is considered a more mainstream bank.&#34;</p><p>Shares of JP Morgan and Morgan Stanley were up 1.94% and 1.89% respectively, while the lifeline buoyed First Republic Bank, which gained 9.98%.</p><p>The positive sentiment spread to other regional lenders, with Alliance Bancorp and <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> advancing 14.09% and 0.7%, respectively, following a negative start.</p><p>The KBW regional banking index gained 3.26%, while the S&amp;P 500 banking index advanced 2.16%, as both sub-indexes reversed losses.</p><p>Concerns about banks have rattled the stock market in recent days after the collapse of SVB Financial fueled contagion fears.</p><p>Meanwhile, U.S. Treasury Secretary Janet Yellen said the U.S. banking system remains sound and Americans can feel confident that their deposits will be there when needed.</p><p>U.S.-listed shares of Credit Suisse advanced after the bank secured a credit line of up to $54 billion from the Swiss National Bank to shore up liquidity and investor confidence.</p><p>The Dow Jones Industrial Average rose 371.98 points, or 1.17%, to 32,246.55, the S&amp;P 500 gained 68.35 points, or 1.76%, to 3,960.28 and the Nasdaq Composite added 283.23 points, or 2.48%, to 11,717.28.</p><p>Data showed the number of Americans filing new claims for unemployment benefits fell more than expected last week, pointing to continued labor market strength, which could persuade the Fed to keep raising rates further.</p><p>Weak retail sales figures, as well as data showing a downward trend in producer inflation, on Wednesday had bolstered bets of a small rate hike by the Federal Reserve at its meet concluding on March 22.</p><p>Money markets are still largely pricing in a 25-basis-point rate hike by the Fed at its March 22 policy announcement. .</p><p>Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Snapchat operator <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> climbed 3.63% and 7.25%, after the U.S. administration threatened to impose a ban on rival TikTok.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.80-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 4 new 52-week highs and 22 new lows; the Nasdaq Composite recorded 38 new highs and 235 new lows. (Reporting by David Carnevali)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks-Wall Street Closes Higher As First Republic Helps Lift 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\">\nU.S. Stocks-Wall Street Closes Higher As First Republic Helps Lift Banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-17 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - A strong rebound by financials helped Wall Street&#39;s main indexes close firmly positive on Thursday, after some of the country&#39;s largest lenders came to the rescue of embattled First Republic Bank.</p><p>The technology sector also contributed to the gains, helping to boost the Nasdaq Composite to its strongest performance since Feb. 2, 2022.</p><p>The latest twist in the U.S. regional banks saga came on the heels of a 50 basis point rate hike by the European Central Bank, which earlier in the day had dampened investor sentiment already hurt by fears of a banking crisis.</p><p>Financial institutions, including JP Morgan Chase &amp; Co and Morgan Stanley, confirmed earlier reports they would deposit up to $30 billion into First Republic Bank&#39;s coffers to stabilize the lender.</p><p>&#34;Banks are looking out for one another,&#34; said Huntington Private Bank chief investment officer, John Augustine.</p><p>&#34;We had two outliers go down and now they want to save what is considered a more mainstream bank.&#34;</p><p>Shares of JP Morgan and Morgan Stanley were up 1.94% and 1.89% respectively, while the lifeline buoyed First Republic Bank, which gained 9.98%.</p><p>The positive sentiment spread to other regional lenders, with Alliance Bancorp and <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> advancing 14.09% and 0.7%, respectively, following a negative start.</p><p>The KBW regional banking index gained 3.26%, while the S&amp;P 500 banking index advanced 2.16%, as both sub-indexes reversed losses.</p><p>Concerns about banks have rattled the stock market in recent days after the collapse of SVB Financial fueled contagion fears.</p><p>Meanwhile, U.S. Treasury Secretary Janet Yellen said the U.S. banking system remains sound and Americans can feel confident that their deposits will be there when needed.</p><p>U.S.-listed shares of Credit Suisse advanced after the bank secured a credit line of up to $54 billion from the Swiss National Bank to shore up liquidity and investor confidence.</p><p>The Dow Jones Industrial Average rose 371.98 points, or 1.17%, to 32,246.55, the S&amp;P 500 gained 68.35 points, or 1.76%, to 3,960.28 and the Nasdaq Composite added 283.23 points, or 2.48%, to 11,717.28.</p><p>Data showed the number of Americans filing new claims for unemployment benefits fell more than expected last week, pointing to continued labor market strength, which could persuade the Fed to keep raising rates further.</p><p>Weak retail sales figures, as well as data showing a downward trend in producer inflation, on Wednesday had bolstered bets of a small rate hike by the Federal Reserve at its meet concluding on March 22.</p><p>Money markets are still largely pricing in a 25-basis-point rate hike by the Fed at its March 22 policy announcement. .</p><p>Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Snapchat operator <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> climbed 3.63% and 7.25%, after the U.S. administration threatened to impose a ban on rival TikTok.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.80-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 4 new 52-week highs and 22 new lows; the Nasdaq Composite recorded 38 new highs and 235 new lows. (Reporting by David Carnevali)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320399013","content_text":"(Reuters) - A strong rebound by financials helped Wall Street's main indexes close firmly positive on Thursday, after some of the country's largest lenders came to the rescue of embattled First Republic Bank.The technology sector also contributed to the gains, helping to boost the Nasdaq Composite to its strongest performance since Feb. 2, 2022.The latest twist in the U.S. regional banks saga came on the heels of a 50 basis point rate hike by the European Central Bank, which earlier in the day had dampened investor sentiment already hurt by fears of a banking crisis.Financial institutions, including JP Morgan Chase & Co and Morgan Stanley, confirmed earlier reports they would deposit up to $30 billion into First Republic Bank's coffers to stabilize the lender.\"Banks are looking out for one another,\" said Huntington Private Bank chief investment officer, John Augustine.\"We had two outliers go down and now they want to save what is considered a more mainstream bank.\"Shares of JP Morgan and Morgan Stanley were up 1.94% and 1.89% respectively, while the lifeline buoyed First Republic Bank, which gained 9.98%.The positive sentiment spread to other regional lenders, with Alliance Bancorp and PacWest Bancorp advancing 14.09% and 0.7%, respectively, following a negative start.The KBW regional banking index gained 3.26%, while the S&P 500 banking index advanced 2.16%, as both sub-indexes reversed losses.Concerns about banks have rattled the stock market in recent days after the collapse of SVB Financial fueled contagion fears.Meanwhile, U.S. Treasury Secretary Janet Yellen said the U.S. banking system remains sound and Americans can feel confident that their deposits will be there when needed.U.S.-listed shares of Credit Suisse advanced after the bank secured a credit line of up to $54 billion from the Swiss National Bank to shore up liquidity and investor confidence.The Dow Jones Industrial Average rose 371.98 points, or 1.17%, to 32,246.55, the S&P 500 gained 68.35 points, or 1.76%, to 3,960.28 and the Nasdaq Composite added 283.23 points, or 2.48%, to 11,717.28.Data showed the number of Americans filing new claims for unemployment benefits fell more than expected last week, pointing to continued labor market strength, which could persuade the Fed to keep raising rates further.Weak retail sales figures, as well as data showing a downward trend in producer inflation, on Wednesday had bolstered bets of a small rate hike by the Federal Reserve at its meet concluding on March 22.Money markets are still largely pricing in a 25-basis-point rate hike by the Fed at its March 22 policy announcement. .Facebook parent Meta Platforms and Snapchat operator Snap Inc climbed 3.63% and 7.25%, after the U.S. administration threatened to impose a ban on rival TikTok.Advancing issues outnumbered declining ones on the NYSE by a 2.80-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored advancers.The S&P 500 posted 4 new 52-week highs and 22 new lows; the Nasdaq Composite recorded 38 new highs and 235 new lows. (Reporting by David Carnevali)","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941239171,"gmtCreate":1680261977893,"gmtModify":1680261981430,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941239171","repostId":"2323387140","repostType":2,"repost":{"id":"2323387140","pubTimestamp":1680275880,"share":"https://ttm.financial/m/news/2323387140?lang=&edition=fundamental","pubTime":"2023-03-31 23:18","market":"us","language":"en","title":"3 Top U.S. Stocks to Watch in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2323387140","media":"Motley Fool","summary":"Earnings season is around the corner. These stocks could make moves.","content":"<html><head></head><body><p>Spring is in the air, and investors are looking forward to turning the page after a rocky March.</p><p>While stocks have recovered from a surprise banking crisis after Silicon Valley Bank and Signature Bank both failed, their collapses highlighted yet another risk investors are facing in the potential for more bank runs and elevated duration risk.</p><p>April will bring the start of a new earnings season and, with it, the latest evidence of how corporate America is faring in a slowing economy. On that note, here are three stocks you&#39;ll want to watch in April.</p><h2>1. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a></h2><p>A lot has changed with Netflix (NFLX) in just a few months. The leading streamer launched an ad tier in November, which only had a marginal effect on its performance in the fourth quarter and is expected to serve as a complement to the free tier rather than the main growth driver this year. Bloomberg reported in March that the company had reached 1 million ad-based subscribers, a sign that the program is gaining traction, even though that constitutes just a fraction of its more than 200 million members.</p><p>In addition, the company is stepping up its password crackdown efforts, which should help improve profitability by goading password sharers into signing up for their own accounts or signing up as paid add-on members.</p><p>The company is also accelerating its push into gaming, with 40 new games set to be launched this year, according to TechCrunch. Like its ad tier, the financial impact of its gaming push is expected to be marginal for now, but it could build momentum over the long term.</p><p>Analysts are expecting just 4% revenue growth and a decline in earnings per share in the quarter, giving Netflix the opportunity to surprise to the upside, especially if any of these initiatives pay off.</p><h2>2. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Since the launch of OpenAI&#39;s ChatGPT last November, Microsoft (MSFT) has been moving fast to incorporate the new AI chatbot technology into a wide range of products, including its Azure cloud infrastructure service, GitHub CoPilot, its Office software suite, its Edge web browser, and, of course, its Bing search engine.</p><p>Microsoft is so confident in its partnership with OpenAI that it invested $10 billion in the tech start-up earlier this year, and we could see some more announcements from Microsoft on artificial intelligence.</p><p>The company opened up the new ChatGPT-powered Bing in February to select users, and investors are probably wondering when that user base is going to be expanded to the general public. </p><p>Microsoft has already made it clear it sees a tremendous opportunity in search. CEO Satya Nadella called it the world&#39;s biggest software category, and CFO Amy Hood noted that each incremental percentage point of market share represents nearly $2 billion in additional revenue. </p><p>Whether the public launch of the new Bing comes in April remains to be seen, but the company should provide more details in its first-quarter earnings report at the end of the month. </p><p>Microsoft&#39;s revenue growth has ground to a halt along with the rest of the big tech sector, but another push in AI would probably push the stock higher. </p><h2>3. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h2><p>Another big tech stock that&#39;s been making headlines lately is Meta Platforms (META). The Facebook parent was the first of the big tech companies to announce major layoffs in November, and it followed that up with another round of layoffs in March. Combined, the two announcements will cut about 21,000 jobs, or roughly 25% of the company&#39;s workforce.</p><p>CEO Mark Zuckerberg has been talking up the idea of a &#34;year of efficiency,&#34; promising that Meta will sharpen its focus on profitability after years of making growth the highest priority. In addition to the layoffs, the company said it will stop hiring for 5,000 jobs. </p><p>Altogether, those moves should help get Meta&#39;s bottom line moving in the right direction again, and investors have taken notice. The stock has doubled since it bottomed out following October&#39;s third-quarter earnings report.</p><p>Meta also launched its own large language model, LLaMa, staking its claim in the AI race. LLaMa isn&#39;t a chatbot, but a tool designed to help researchers. It could pave the way to more consumer-facing AI products in search and other areas.</p><p>Meta is also expected to report first-quarter earnings at the end of April, and while analysts are expecting another weak quarter, the company&#39;s guidance will be key to determining the stock&#39;s reaction, as the cost-cutting is likely to lead to a return to earnings growth.</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 Top U.S. Stocks to Watch in April</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 Top U.S. Stocks to Watch in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/31/3-top-us-stocks-to-watch-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Spring is in the air, and investors are looking forward to turning the page after a rocky March.While stocks have recovered from a surprise banking crisis after Silicon Valley Bank and Signature Bank ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/31/3-top-us-stocks-to-watch-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","MSFT":"微软","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2023/03/31/3-top-us-stocks-to-watch-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323387140","content_text":"Spring is in the air, and investors are looking forward to turning the page after a rocky March.While stocks have recovered from a surprise banking crisis after Silicon Valley Bank and Signature Bank both failed, their collapses highlighted yet another risk investors are facing in the potential for more bank runs and elevated duration risk.April will bring the start of a new earnings season and, with it, the latest evidence of how corporate America is faring in a slowing economy. On that note, here are three stocks you'll want to watch in April.1. NetflixA lot has changed with Netflix (NFLX) in just a few months. The leading streamer launched an ad tier in November, which only had a marginal effect on its performance in the fourth quarter and is expected to serve as a complement to the free tier rather than the main growth driver this year. Bloomberg reported in March that the company had reached 1 million ad-based subscribers, a sign that the program is gaining traction, even though that constitutes just a fraction of its more than 200 million members.In addition, the company is stepping up its password crackdown efforts, which should help improve profitability by goading password sharers into signing up for their own accounts or signing up as paid add-on members.The company is also accelerating its push into gaming, with 40 new games set to be launched this year, according to TechCrunch. Like its ad tier, the financial impact of its gaming push is expected to be marginal for now, but it could build momentum over the long term.Analysts are expecting just 4% revenue growth and a decline in earnings per share in the quarter, giving Netflix the opportunity to surprise to the upside, especially if any of these initiatives pay off.2. MicrosoftSince the launch of OpenAI's ChatGPT last November, Microsoft (MSFT) has been moving fast to incorporate the new AI chatbot technology into a wide range of products, including its Azure cloud infrastructure service, GitHub CoPilot, its Office software suite, its Edge web browser, and, of course, its Bing search engine.Microsoft is so confident in its partnership with OpenAI that it invested $10 billion in the tech start-up earlier this year, and we could see some more announcements from Microsoft on artificial intelligence.The company opened up the new ChatGPT-powered Bing in February to select users, and investors are probably wondering when that user base is going to be expanded to the general public. Microsoft has already made it clear it sees a tremendous opportunity in search. CEO Satya Nadella called it the world's biggest software category, and CFO Amy Hood noted that each incremental percentage point of market share represents nearly $2 billion in additional revenue. Whether the public launch of the new Bing comes in April remains to be seen, but the company should provide more details in its first-quarter earnings report at the end of the month. Microsoft's revenue growth has ground to a halt along with the rest of the big tech sector, but another push in AI would probably push the stock higher. 3. Meta PlatformsAnother big tech stock that's been making headlines lately is Meta Platforms (META). The Facebook parent was the first of the big tech companies to announce major layoffs in November, and it followed that up with another round of layoffs in March. Combined, the two announcements will cut about 21,000 jobs, or roughly 25% of the company's workforce.CEO Mark Zuckerberg has been talking up the idea of a \"year of efficiency,\" promising that Meta will sharpen its focus on profitability after years of making growth the highest priority. In addition to the layoffs, the company said it will stop hiring for 5,000 jobs. Altogether, those moves should help get Meta's bottom line moving in the right direction again, and investors have taken notice. The stock has doubled since it bottomed out following October's third-quarter earnings report.Meta also launched its own large language model, LLaMa, staking its claim in the AI race. LLaMa isn't a chatbot, but a tool designed to help researchers. It could pave the way to more consumer-facing AI products in search and other areas.Meta is also expected to report first-quarter earnings at the end of April, and while analysts are expecting another weak quarter, the company's guidance will be key to determining the stock's reaction, as the cost-cutting is likely to lead to a return to earnings growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944208584,"gmtCreate":1681857092049,"gmtModify":1681857097190,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944208584","repostId":"2328298469","repostType":2,"repost":{"id":"2328298469","pubTimestamp":1681892100,"share":"https://ttm.financial/m/news/2328298469?lang=&edition=fundamental","pubTime":"2023-04-19 16:15","market":"us","language":"en","title":"3 Explosive Growth Stocks to Buy in 2023 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2328298469","media":"Motley Fool","summary":"The 2022 bear market did not stop the rapid growth in all tech stocks.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>CrowdStrike&#39;s security modules continue to benefit from increased adoption.</p></li><li><p>Economic woes aren&#39;t likely to stop Qualcomm for long.</p></li><li><p>Leadership in the data cloud will help Snowflake weather tech-industry blizzards.</p></li></ul><p><strong>CrowdStrike</strong>, <strong>Qualcomm</strong>, and <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> </strong>serve different parts of the tech sector, but they have much in common. Indeed, they all suffered massive declines amid the sell-off in 2022.</p><p>Still, they also maintained rapid growth amid the downturn. And while some slowing has occurred (especially with Qualcomm), a recovery could rally growth tech stocks when investors begin to show interest again.</p><h2>1. CrowdStrike</h2><p>CrowdStrike stands out in the crowded cybersecurity industry by taking a unique approach. The Falcon platform finds threats through crowdsourced data (hence the name). It also uses artificial intelligence (AI) and machine learning to more efficiently identify and address the trillions of security threats that arise weekly.</p><p>The company has built a customer base by leading the industry in endpoint-protection software. Moreover, CrowdStrike sells several different cybersecurity modules, helping it earn more revenue by protecting other parts of a cloud network.</p><p>Consequently, 62% of its customers subscribe to five or more modules, and the typical long-term customer has increased spending on the platform by an average of 20% over the last year. Also, the company claims a retention rate of 98%, an indication of the high level of satisfaction with its services.</p><p>Revenue rose to $2.2 billion in 2022, a year-over-year increase of 54%. Also, net losses of $182 million fell from $232 million in 2021. Unfortunately for CrowdStrike, operating costs increased, but income taxes and interest income reduced its losses.</p><p>And its price-to-sales (P/S) ratio of 14 has risen this year along with the stock. Still, the sales multiple is far below 2021 levels, when the P/S briefly exceeded 60. With its massive growth continuing amid an uncertain economy, the discounted valuation could lead to investors buy CrowdStrike stock hand over fist.</p><h2>2. Qualcomm</h2><p>Investors know Qualcomm best for its smartphone chipsets. This remains true as the company led the market in the production of 5G-compatible chipsets. But investors turned on the stock as the sales of chipsets slowed, and growth in the market turned negative for a time.</p><p>However, just as many PC functions switched to smartphones years ago, many smartphone functions will probably turn to other devices. To that end, Qualcomm has invested heavily in the Internet of Things (IoT) and automotive markets.</p><p>Among its most prominent non-phone products are its chips that power <strong>Meta</strong>&#39;s Oculus virtual-reality headsets and the digital chassis that handles communications and autonomous-driving functions within a car.</p><p>Admittedly, Qualcomm is in the midst of a slowdown as revenue for the first quarter of fiscal 2023 (ended Dec. 25, 2022) fell 12% year over year to $9.4 billion. Still, revenue had increased 32% in fiscal 2022, an indication the current slowdown is likely temporary.</p><p>Earnings for the first quarter were $2.2 billion, dropping 34% year over year as investment income fell along with revenue. Such disappointment could help explain why Qualcomm stock has fallen more than one-third from its 2021 highs.</p><p>Still, at a price-to-earnings (P/E) ratio of around 12, it holds the lowest earnings-based valuation of any major chip company. And as revenue and profit growth climb back to double-digit levels, the bargain earnings multiple could draw investors back to this stock.</p><h2>3. Snowflake</h2><p>Snowflake has achieved explosive growth in both good times and bad. Its software helps organizations store, protect, and properly use data from a cloud-based platform. While it is not the only data-cloud product, its interoperability across different cloud providers has made it a popular choice.</p><p>In the last year, the total number of customers grew 31% to more than 7,800. The growth rate rose to 79% for clients who spend $1 million or more on the platform. And net retention was 158%, meaning current customers increased spending on the platform by 58% year over year.</p><p>Those factors led to revenue in fiscal 2023 (ended Jan. 31) of $2.1 billion, an increase of 69%. And despite that growth, revenue is less than 1% of the $248 billion addressable market Snowflake forecasts for 2026.</p><p>However, losses for fiscal 2023 increased slightly to $797 million as operating expenses continued to exceed revenue. The lack of a clear path to profitability could deter investors in a market that has become intolerant of money-losing companies.</p><p>Another challenge is valuation. Indeed, its P/S of 22 is close to record lows. Still, in a market where investors more closely scrutinize sales multiples, that multiple leaves Snowflake with little room for error.</p><p>However, data-cloud adoption continues to increase. And thanks to its massive revenue growth, Snowflake could well be worth its expensive price.</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 Explosive Growth Stocks to Buy in 2023 and Beyond</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 Explosive Growth Stocks to Buy in 2023 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 16:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/18/3-explosive-growth-stocks-buy-2023-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSCrowdStrike's security modules continue to benefit from increased adoption.Economic woes aren't likely to stop Qualcomm for long.Leadership in the data cloud will help Snowflake weather tech...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/18/3-explosive-growth-stocks-buy-2023-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","BK4535":"淡马锡持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","BK4579":"人工智能","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4141":"半导体产品","BK4588":"碎股","BK4503":"景林资产持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4548":"巴美列捷福持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4585":"ETF&股票定投概念","CRWD":"CrowdStrike Holdings, Inc.","BK4534":"瑞士信贷持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4575":"芯片概念","SNOW":"Snowflake","LU1046421795.USD":"富达环球科技A-ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/04/18/3-explosive-growth-stocks-buy-2023-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328298469","content_text":"KEY POINTSCrowdStrike's security modules continue to benefit from increased adoption.Economic woes aren't likely to stop Qualcomm for long.Leadership in the data cloud will help Snowflake weather tech-industry blizzards.CrowdStrike, Qualcomm, and Snowflake serve different parts of the tech sector, but they have much in common. Indeed, they all suffered massive declines amid the sell-off in 2022.Still, they also maintained rapid growth amid the downturn. And while some slowing has occurred (especially with Qualcomm), a recovery could rally growth tech stocks when investors begin to show interest again.1. CrowdStrikeCrowdStrike stands out in the crowded cybersecurity industry by taking a unique approach. The Falcon platform finds threats through crowdsourced data (hence the name). It also uses artificial intelligence (AI) and machine learning to more efficiently identify and address the trillions of security threats that arise weekly.The company has built a customer base by leading the industry in endpoint-protection software. Moreover, CrowdStrike sells several different cybersecurity modules, helping it earn more revenue by protecting other parts of a cloud network.Consequently, 62% of its customers subscribe to five or more modules, and the typical long-term customer has increased spending on the platform by an average of 20% over the last year. Also, the company claims a retention rate of 98%, an indication of the high level of satisfaction with its services.Revenue rose to $2.2 billion in 2022, a year-over-year increase of 54%. Also, net losses of $182 million fell from $232 million in 2021. Unfortunately for CrowdStrike, operating costs increased, but income taxes and interest income reduced its losses.And its price-to-sales (P/S) ratio of 14 has risen this year along with the stock. Still, the sales multiple is far below 2021 levels, when the P/S briefly exceeded 60. With its massive growth continuing amid an uncertain economy, the discounted valuation could lead to investors buy CrowdStrike stock hand over fist.2. QualcommInvestors know Qualcomm best for its smartphone chipsets. This remains true as the company led the market in the production of 5G-compatible chipsets. But investors turned on the stock as the sales of chipsets slowed, and growth in the market turned negative for a time.However, just as many PC functions switched to smartphones years ago, many smartphone functions will probably turn to other devices. To that end, Qualcomm has invested heavily in the Internet of Things (IoT) and automotive markets.Among its most prominent non-phone products are its chips that power Meta's Oculus virtual-reality headsets and the digital chassis that handles communications and autonomous-driving functions within a car.Admittedly, Qualcomm is in the midst of a slowdown as revenue for the first quarter of fiscal 2023 (ended Dec. 25, 2022) fell 12% year over year to $9.4 billion. Still, revenue had increased 32% in fiscal 2022, an indication the current slowdown is likely temporary.Earnings for the first quarter were $2.2 billion, dropping 34% year over year as investment income fell along with revenue. Such disappointment could help explain why Qualcomm stock has fallen more than one-third from its 2021 highs.Still, at a price-to-earnings (P/E) ratio of around 12, it holds the lowest earnings-based valuation of any major chip company. And as revenue and profit growth climb back to double-digit levels, the bargain earnings multiple could draw investors back to this stock.3. SnowflakeSnowflake has achieved explosive growth in both good times and bad. Its software helps organizations store, protect, and properly use data from a cloud-based platform. While it is not the only data-cloud product, its interoperability across different cloud providers has made it a popular choice.In the last year, the total number of customers grew 31% to more than 7,800. The growth rate rose to 79% for clients who spend $1 million or more on the platform. And net retention was 158%, meaning current customers increased spending on the platform by 58% year over year.Those factors led to revenue in fiscal 2023 (ended Jan. 31) of $2.1 billion, an increase of 69%. And despite that growth, revenue is less than 1% of the $248 billion addressable market Snowflake forecasts for 2026.However, losses for fiscal 2023 increased slightly to $797 million as operating expenses continued to exceed revenue. The lack of a clear path to profitability could deter investors in a market that has become intolerant of money-losing companies.Another challenge is valuation. Indeed, its P/S of 22 is close to record lows. Still, in a market where investors more closely scrutinize sales multiples, that multiple leaves Snowflake with little room for error.However, data-cloud adoption continues to increase. And thanks to its massive revenue growth, Snowflake could well be worth its expensive price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947324512,"gmtCreate":1682595388036,"gmtModify":1682595392029,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947324512","repostId":"2330362986","repostType":2,"repost":{"id":"2330362986","pubTimestamp":1682608736,"share":"https://ttm.financial/m/news/2330362986?lang=&edition=fundamental","pubTime":"2023-04-27 23:18","market":"us","language":"en","title":"3 Stocks to Add to Your Portfolio in a Market Pullback","url":"https://stock-news.laohu8.com/highlight/detail?id=2330362986","media":"Motley Fool","summary":"These stocks could be great buys if a recession hits.","content":"<html><head></head><body><p>After a steady pullback in the stock market last year, 2023 has been a confusing time for investors. Stocks have posted gains for the year, with the <strong>Nasdaq </strong>even up 15% year to date at recent prices, but the economy still seems to be slinking toward a recession, and stocks remain in a bear market. Meanwhile, March&#39;s banking crisis showed how quickly things could unravel.</p><p>No one knows for sure where the market is headed next, but investors should be prepared to capitalize on another sell-off if it comes. On that note, here are three stocks worth buying if they go on sale.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> has dominated enterprise software for decades, and it&#39;s been the only name in PC operating software for ages. But these days the company is getting most of its attention for its moves in AI.</p><p>The Windows maker has invested a reported $13 billion in OpenAI, the start-up behind the revolutionary chatbot ChatGPT, and Microsoft is fast integrating the generative AI technology across its products. It&#39;s made ChatGPT functionality available through Azure, its cloud infrastructure service, enabling developers and businesses to integrate ChatGPT into their cloud apps.</p><p>GitHub developers can now take advantage of ChatGPT tools, and Microsoft is adding the technology to its Office suite. Most importantly, its search engine Bing now offers a ChatGPT assistant, presenting the greatest challenge to Google Search yet.</p><p>It&#39;s unclear if Bing is taking market share from Google, but <strong>Samsung </strong>sent shockwaves through <strong>Alphabet</strong>&#39;s organization when it said it was considering making Bing the default search engine on its devices instead of Google.</p><p>Beyond the OpenAI partnership, Azure continues to gain market share on <strong>Amazon </strong>Web Services, and Azure now anchors Microsoft&#39;s biggest segment, Intelligent Cloud, showing how valuable its cloud infrastructure service has become in little more than a decade.</p><p>Microsoft&#39;s growth has slowed as the tech sector is in something of a recession, but its diversification gives it a degree of safety that no other big tech company can match.</p><p>At recent prices, Microsoft trades at a price-to-earnings ratio of 31, making the stock look expensive, especially for its current growth rate. However, a sell-off could offer investors a great price for this tech veteran and AI disruptor. A decline of 20% or more would make for an appealing buying opportunity.</p><h2>2. <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p><a href=\"https://laohu8.com/S/SHOP\">Shopify </a> was one of the biggest losers of 2022 -- peak-to-trough, the stock fell as much as 85% as valuations crashed in the software sector, and growth rates nearly ground to a halt.</p><p>Despite the negativity, Shopify remains the clear leader in e-commerce software. The company enables millions of businesses, from sole proprietorships to Fortune 500 companies, to sell online. While e-commerce growth may have taken a pause, it should return as the difficult comparisons with the pandemic boom ease and the inflationary and recessionary headwinds fade. Over the long term, secular tailwinds like faster delivery, better technology, and added convenience should continue to convert market share from brick-and-mortar stores to e-commerce.</p><p>Even in a challenging environment, Shopify continues to deliver solid growth. The company reported 26% revenue growth in the fourth quarter, or 28% in constant-currency terms, and gross merchandise volume nearly reached $200 billion for the year. Shopify has also cut costs, laying off 10% of its staff last year, which should help improve profitability this year.</p><p>Even after last year&#39;s sell-off, the stock is still expensive at a price-to-sales ratio of 10. A pullback could set up a great buying opportunity for this long-term sector leader. Given its volatility, the stock could easily slide 30% in a sell-off, offering a great price for long-term investors.</p><h2>3. <a href=\"https://laohu8.com/S/COST\">Costco Wholesale</a></h2><p><strong>Costco Wholesale </strong>is a household name in retail, and for good reason. The company is the leading warehouse retailer, offering bulk goods at a bargain price. If you&#39;re looking for quality products at a low price, you&#39;ll be hard pressed to find a better option than Costco.</p><p>That business model has made the company the third-biggest U.S. retailer behind <strong>Walmart </strong>and Amazon, and it continues to grow through new stores and in e-commerce.</p><p>Costco hit a speed bump recently, and comparable sales in March actually fell before adjustments for foreign currency and fuel prices. But it tends to be one of the more recession-proof retailers out there, because a majority of its sales comes from consumer staples like food, and most of its profits actually come from membership fees, which tend to be sticky even in difficult economic times.</p><p>Costco just raised its dividend, a sign of its confidence despite the decelerating revenue growth. Investors could also be due for a special dividend, as Costco has a history of rewarding investors every two-and-a-half years or so, and the last special dividend came in December 2020.</p><p>Because of its strengths, Costco stock trades at a premium, currently valued at a P/E of 38, which is considerably more expensive than peers like Walmart. But Costco is a great company, and at the right price it would be a great stock. I&#39;d look to take advantage of Costco stock anywhere below $400.</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 Stocks to Add to Your Portfolio in a Market Pullback</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 Stocks to Add to Your Portfolio in a Market Pullback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/26/3-stocks-to-add-to-your-portfolio-in-a-market-pull/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a steady pullback in the stock market last year, 2023 has been a confusing time for investors. Stocks have posted gains for the year, with the Nasdaq even up 15% year to date at recent prices, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/26/3-stocks-to-add-to-your-portfolio-in-a-market-pull/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","COST":"好市多","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2023/04/26/3-stocks-to-add-to-your-portfolio-in-a-market-pull/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330362986","content_text":"After a steady pullback in the stock market last year, 2023 has been a confusing time for investors. Stocks have posted gains for the year, with the Nasdaq even up 15% year to date at recent prices, but the economy still seems to be slinking toward a recession, and stocks remain in a bear market. Meanwhile, March's banking crisis showed how quickly things could unravel.No one knows for sure where the market is headed next, but investors should be prepared to capitalize on another sell-off if it comes. On that note, here are three stocks worth buying if they go on sale.1. MicrosoftMicrosoft  has dominated enterprise software for decades, and it's been the only name in PC operating software for ages. But these days the company is getting most of its attention for its moves in AI.The Windows maker has invested a reported $13 billion in OpenAI, the start-up behind the revolutionary chatbot ChatGPT, and Microsoft is fast integrating the generative AI technology across its products. It's made ChatGPT functionality available through Azure, its cloud infrastructure service, enabling developers and businesses to integrate ChatGPT into their cloud apps.GitHub developers can now take advantage of ChatGPT tools, and Microsoft is adding the technology to its Office suite. Most importantly, its search engine Bing now offers a ChatGPT assistant, presenting the greatest challenge to Google Search yet.It's unclear if Bing is taking market share from Google, but Samsung sent shockwaves through Alphabet's organization when it said it was considering making Bing the default search engine on its devices instead of Google.Beyond the OpenAI partnership, Azure continues to gain market share on Amazon Web Services, and Azure now anchors Microsoft's biggest segment, Intelligent Cloud, showing how valuable its cloud infrastructure service has become in little more than a decade.Microsoft's growth has slowed as the tech sector is in something of a recession, but its diversification gives it a degree of safety that no other big tech company can match.At recent prices, Microsoft trades at a price-to-earnings ratio of 31, making the stock look expensive, especially for its current growth rate. However, a sell-off could offer investors a great price for this tech veteran and AI disruptor. A decline of 20% or more would make for an appealing buying opportunity.2. ShopifyShopify  was one of the biggest losers of 2022 -- peak-to-trough, the stock fell as much as 85% as valuations crashed in the software sector, and growth rates nearly ground to a halt.Despite the negativity, Shopify remains the clear leader in e-commerce software. The company enables millions of businesses, from sole proprietorships to Fortune 500 companies, to sell online. While e-commerce growth may have taken a pause, it should return as the difficult comparisons with the pandemic boom ease and the inflationary and recessionary headwinds fade. Over the long term, secular tailwinds like faster delivery, better technology, and added convenience should continue to convert market share from brick-and-mortar stores to e-commerce.Even in a challenging environment, Shopify continues to deliver solid growth. The company reported 26% revenue growth in the fourth quarter, or 28% in constant-currency terms, and gross merchandise volume nearly reached $200 billion for the year. Shopify has also cut costs, laying off 10% of its staff last year, which should help improve profitability this year.Even after last year's sell-off, the stock is still expensive at a price-to-sales ratio of 10. A pullback could set up a great buying opportunity for this long-term sector leader. Given its volatility, the stock could easily slide 30% in a sell-off, offering a great price for long-term investors.3. Costco WholesaleCostco Wholesale is a household name in retail, and for good reason. The company is the leading warehouse retailer, offering bulk goods at a bargain price. If you're looking for quality products at a low price, you'll be hard pressed to find a better option than Costco.That business model has made the company the third-biggest U.S. retailer behind Walmart and Amazon, and it continues to grow through new stores and in e-commerce.Costco hit a speed bump recently, and comparable sales in March actually fell before adjustments for foreign currency and fuel prices. But it tends to be one of the more recession-proof retailers out there, because a majority of its sales comes from consumer staples like food, and most of its profits actually come from membership fees, which tend to be sticky even in difficult economic times.Costco just raised its dividend, a sign of its confidence despite the decelerating revenue growth. Investors could also be due for a special dividend, as Costco has a history of rewarding investors every two-and-a-half years or so, and the last special dividend came in December 2020.Because of its strengths, Costco stock trades at a premium, currently valued at a P/E of 38, which is considerably more expensive than peers like Walmart. But Costco is a great company, and at the right price it would be a great stock. I'd look to take advantage of Costco stock anywhere below $400.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944525011,"gmtCreate":1681945567434,"gmtModify":1681945572454,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944525011","repostId":"2328758067","repostType":2,"repost":{"id":"2328758067","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":1681936118,"share":"https://ttm.financial/m/news/2328758067?lang=&edition=fundamental","pubTime":"2023-04-20 04:28","market":"us","language":"en","title":"US STOCKS-Dow Dips, S&P 500 Stable After Medtech Gains, Netflix Drag","url":"https://stock-news.laohu8.com/highlight/detail?id=2328758067","media":"Reuters","summary":"The S&P 500 ended virtually unchanged on Wednesday while the Dow dipped as investors digested a mixe","content":"<html><head></head><body><p>The S&amp;P 500 ended virtually unchanged on Wednesday while the Dow dipped as investors digested a mixed bag of corporate earnings, including upbeat reports from medical technology companies, countered by weakness in Netflix shares.</p><p>The Dow was weighed down by declines in Walt Disney Co and UnitedHealth Group Inc shares following results from rivals in their respective industries.</p><p>Major equity indexes have been largely stable during the early stages of a first-quarter earnings season that investors expect to show tepid results.</p><p>&#34;Corporate results are being seen as being in large part company-specific news versus market news,&#34; said Art Hogan, chief market strategist at B Riley Wealth. &#34;If that keeps us relatively calm and unchanged for now, while the sample set of reporters is still quite small, I think that&#39;s a positive.&#34;</p><p>The Dow Jones Industrial Average fell 79.62 points, or 0.23%, to 33,897.01; the S&amp;P 500 lost 0.35 points, or 0.01%, at 4,154.52; and the Nasdaq Composite added 3.81 points, or 0.03%, at 12,157.23.</p><p>The defensive utilities group gained most among S&amp;P 500 sectors, rising 0.8%.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, fell to its lowest point since November 2021 during the session.</p><p>Investors are looking for signs in corporate results that inflation may be driving up costs or hurting consumer spending, amid fears the economy may be on the cusp of a downturn.</p><p>S&amp;P 500 companies overall are expected to post a 4.8% decline in first-quarter earnings from the year-earlier period, according to Refinitiv IBES.</p><p>&#34;We seem stuck in this range, with those people who think that there is going to be a recession coming and those people who think there is going to be a soft landing,&#34; said Rick Meckler, partner at Cherry Lane Investments.</p><p>Netflix Inc shares slid 3.2% after the video-streaming pioneer offered a lighter-than-expected forecast. Shares of streaming rival Disney slipped 2.2%.</p><p>Tesla Inc shares dropped 2% after the electric-vehicle maker&#39;s sixth U.S. price cut this year. Tesla shares slid further in initial after-market trading on Wednesday following the company&#39;s quarterly report.</p><p>Shares of <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a> Inc fell 5.3% after the insurer&#39;s strong quarterly profit failed to ease investor concerns over regulatory hits to the company&#39;s government-backed insurance business. UnitedHealth shares dropped 3.6%.</p><p>Elsewhere in healthcare, Abbott Laboratories shares jumped 7.8% after the medical device maker said most delayed non-urgent medical procedures had resumed globally three years into the COVID-19 pandemic. Intuitive Surgical shares soared 10.9% after its quarterly revenue and profit topped estimates.</p><p>Shares of Western Alliance Bancorp surged 24.1% after the company posted stronger-than-expected earnings, helping lift the SPDR S&amp;P Regional Banking ETF 3.9%.</p><p>Regional banks have been in focus after the failure of Silicon Valley Bank last month prompted concerns about systemic risks.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.11-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 16 new 52-week highs and one new lows; the Nasdaq Composite recorded 59 new highs and 123 new lows.</p><p>About 10 billion shares changed hands in U.S. exchanges, compared with the 10.6 billion daily average over the last 20 sessions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76f24402b3abe114c34209a85cef65fe\" tg-width=\"1080\" tg-height=\"1920\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow Dips, S&P 500 Stable After Medtech Gains, Netflix Drag</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Dips, S&P 500 Stable After Medtech Gains, Netflix Drag\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\">2023-04-20 04:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 ended virtually unchanged on Wednesday while the Dow dipped as investors digested a mixed bag of corporate earnings, including upbeat reports from medical technology companies, countered by weakness in Netflix shares.</p><p>The Dow was weighed down by declines in Walt Disney Co and UnitedHealth Group Inc shares following results from rivals in their respective industries.</p><p>Major equity indexes have been largely stable during the early stages of a first-quarter earnings season that investors expect to show tepid results.</p><p>&#34;Corporate results are being seen as being in large part company-specific news versus market news,&#34; said Art Hogan, chief market strategist at B Riley Wealth. &#34;If that keeps us relatively calm and unchanged for now, while the sample set of reporters is still quite small, I think that&#39;s a positive.&#34;</p><p>The Dow Jones Industrial Average fell 79.62 points, or 0.23%, to 33,897.01; the S&amp;P 500 lost 0.35 points, or 0.01%, at 4,154.52; and the Nasdaq Composite added 3.81 points, or 0.03%, at 12,157.23.</p><p>The defensive utilities group gained most among S&amp;P 500 sectors, rising 0.8%.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, fell to its lowest point since November 2021 during the session.</p><p>Investors are looking for signs in corporate results that inflation may be driving up costs or hurting consumer spending, amid fears the economy may be on the cusp of a downturn.</p><p>S&amp;P 500 companies overall are expected to post a 4.8% decline in first-quarter earnings from the year-earlier period, according to Refinitiv IBES.</p><p>&#34;We seem stuck in this range, with those people who think that there is going to be a recession coming and those people who think there is going to be a soft landing,&#34; said Rick Meckler, partner at Cherry Lane Investments.</p><p>Netflix Inc shares slid 3.2% after the video-streaming pioneer offered a lighter-than-expected forecast. Shares of streaming rival Disney slipped 2.2%.</p><p>Tesla Inc shares dropped 2% after the electric-vehicle maker&#39;s sixth U.S. price cut this year. Tesla shares slid further in initial after-market trading on Wednesday following the company&#39;s quarterly report.</p><p>Shares of <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a> Inc fell 5.3% after the insurer&#39;s strong quarterly profit failed to ease investor concerns over regulatory hits to the company&#39;s government-backed insurance business. UnitedHealth shares dropped 3.6%.</p><p>Elsewhere in healthcare, Abbott Laboratories shares jumped 7.8% after the medical device maker said most delayed non-urgent medical procedures had resumed globally three years into the COVID-19 pandemic. Intuitive Surgical shares soared 10.9% after its quarterly revenue and profit topped estimates.</p><p>Shares of Western Alliance Bancorp surged 24.1% after the company posted stronger-than-expected earnings, helping lift the SPDR S&amp;P Regional Banking ETF 3.9%.</p><p>Regional banks have been in focus after the failure of Silicon Valley Bank last month prompted concerns about systemic risks.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.11-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 16 new 52-week highs and one new lows; the Nasdaq Composite recorded 59 new highs and 123 new lows.</p><p>About 10 billion shares changed hands in U.S. exchanges, compared with the 10.6 billion daily average over the last 20 sessions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76f24402b3abe114c34209a85cef65fe\" tg-width=\"1080\" tg-height=\"1920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328758067","content_text":"The S&P 500 ended virtually unchanged on Wednesday while the Dow dipped as investors digested a mixed bag of corporate earnings, including upbeat reports from medical technology companies, countered by weakness in Netflix shares.The Dow was weighed down by declines in Walt Disney Co and UnitedHealth Group Inc shares following results from rivals in their respective industries.Major equity indexes have been largely stable during the early stages of a first-quarter earnings season that investors expect to show tepid results.\"Corporate results are being seen as being in large part company-specific news versus market news,\" said Art Hogan, chief market strategist at B Riley Wealth. \"If that keeps us relatively calm and unchanged for now, while the sample set of reporters is still quite small, I think that's a positive.\"The Dow Jones Industrial Average fell 79.62 points, or 0.23%, to 33,897.01; the S&P 500 lost 0.35 points, or 0.01%, at 4,154.52; and the Nasdaq Composite added 3.81 points, or 0.03%, at 12,157.23.The defensive utilities group gained most among S&P 500 sectors, rising 0.8%.The CBOE Volatility index, also known as Wall Street's fear gauge, fell to its lowest point since November 2021 during the session.Investors are looking for signs in corporate results that inflation may be driving up costs or hurting consumer spending, amid fears the economy may be on the cusp of a downturn.S&P 500 companies overall are expected to post a 4.8% decline in first-quarter earnings from the year-earlier period, according to Refinitiv IBES.\"We seem stuck in this range, with those people who think that there is going to be a recession coming and those people who think there is going to be a soft landing,\" said Rick Meckler, partner at Cherry Lane Investments.Netflix Inc shares slid 3.2% after the video-streaming pioneer offered a lighter-than-expected forecast. Shares of streaming rival Disney slipped 2.2%.Tesla Inc shares dropped 2% after the electric-vehicle maker's sixth U.S. price cut this year. Tesla shares slid further in initial after-market trading on Wednesday following the company's quarterly report.Shares of Elevance Health Inc fell 5.3% after the insurer's strong quarterly profit failed to ease investor concerns over regulatory hits to the company's government-backed insurance business. UnitedHealth shares dropped 3.6%.Elsewhere in healthcare, Abbott Laboratories shares jumped 7.8% after the medical device maker said most delayed non-urgent medical procedures had resumed globally three years into the COVID-19 pandemic. Intuitive Surgical shares soared 10.9% after its quarterly revenue and profit topped estimates.Shares of Western Alliance Bancorp surged 24.1% after the company posted stronger-than-expected earnings, helping lift the SPDR S&P Regional Banking ETF 3.9%.Regional banks have been in focus after the failure of Silicon Valley Bank last month prompted concerns about systemic risks.Declining issues outnumbered advancers on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.11-to-1 ratio favored decliners.The S&P 500 posted 16 new 52-week highs and one new lows; the Nasdaq Composite recorded 59 new highs and 123 new lows.About 10 billion shares changed hands in U.S. exchanges, compared with the 10.6 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957466963,"gmtCreate":1677498874653,"gmtModify":1677498878467,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957466963","repostId":"1106348264","repostType":4,"repost":{"id":"1106348264","pubTimestamp":1677511602,"share":"https://ttm.financial/m/news/1106348264?lang=&edition=fundamental","pubTime":"2023-02-27 23:26","market":"us","language":"en","title":"5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1106348264","media":"24/7 Wall St.","summary":"While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safe","content":"<html><head></head><body><p>While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the biggest public companies, especially the technology giants, trade in the hundreds, all the way up to over $1,000 per share or more. At those steep prices, it is difficult to get any decent share count leverage.</p><p>Many investors, especially more aggressive traders, look at lower-priced stocks as a way not only to make some good money but to get a higher share count. That can really help the decision-making process, especially when you are on to a winner, as you can always sell half and keep half.</p><p>Skeptics of low-priced shares should remember that at one point Amazon, Apple and Netflix traded in the single digits. One stock we featured over the years, Zynga, was purchased by Take-Two Interactive. Cogent Biosciences, which we featured last March, has tripled since then.</p><p>We screened our 24/7 Wall St. research database looking for smaller cap companies that could offer patient investors some huge returns for 2023 and beyond. While these five stocks are rated Buy and have a ton of Wall Street coverage, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir</a></h2><p>Started by Silicon Valley legend Peter Thiel, this company may offer the largest upside potential of all the stocks in this group, and it is also a takeover candidate. Palantir Technologies Inc. builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations.</p><p>Palantir Gotham is the company’s software platform for government operatives in the defense and intelligence sectors that enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.</p><p>The company also provides Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data, and it allows individual users to integrate and analyze the data they need in one place.</p><p>Raymond James’s Strong Buy rating is accompanied by a Wall Street high $15 target price. The consensus target is $9.09. On Friday, shares last traded at $8.09 apiece.</p><h2><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies</a></h2><p>This company took the SPAC route for its IPO and remains a millennial trader favorite. SoFi Technologies, Inc. (NASDAQ: SOFI) provides digital financial services that allow its members to borrow, save, spend, invest and protect their money. The company offers student loans; personal loans for debt consolidation and home improvement projects; and home loans.</p><p>SoFi also provides cash management, investment and other related services. In addition, it operates Galileo, a technology platform that offers services to financial and non-financial institutions, and Apex, a technology-enabled platform that provides investment custody and clearing brokerage services.</p><p>Raymond James has a Strong Buy rating and a $15 price target on this one too. The consensus target is $7.58, and shares closed at $6.38 on Friday.</p><h2><a href=\"https://laohu8.com/S/IHS\">IHS</a></h2><p>Shares of this wireless tower giant have been crushed and offer huge upside potential. IHS Holding Ltd. (NYSE: IHS) owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. It offers colocation and lease agreement, build-to-suit, fiber connectivity and rural telephony solutions. The company serves mobile network operators, internet service providers, broadcasters, security functions and private corporations.</p><p>Including the approximately 5,700 towers subject to the imminent completion of its pending deal in South Africa, IHS will own nearly 39,000 towers across 11 countries, making the company the third largest independent multinational tower company by tower count. This geographic scale helps diversify the revenue stream, and also positions IHS in some of the largest emerging markets in the world, including the three largest countries in Africa and the largest Latin American country by gross domestic product.</p><p>Goldman Sachs has set its target price at $13, but the consensus target is higher at $15.75. The stock closed on Friday at $7.41.</p><h2></h2><h2><a href=\"https://laohu8.com/S/IQ\">iQIYI</a></h2><p>Many top analysts feel that shares of this company could explode higher soon. iQIYI Inc. (NASDAQ: IQ) provides online entertainment services under the iQIYI brand in the People’s Republic of China. The company offers various products and services, including internet video, online games, live broadcasting, online literature, animations, e-commerce and social media platform.</p><p>The company operates a platform that provides a collection of internet video content, including professionally produced content licensed from professional content providers and self-produced content. iQIYI also provides membership, content distribution and online advertising services.</p><p>In addition, it operates iQIYI Show, a live broadcasting service that enables users to follow their favorite hosts, celebrities and shows in real-time through live broadcasting; and iQIYI Lite, an easy and quick access to the personalized videos based on their user preferences. Further, it is involved in the talent agency and IP licensing activities, as well as engages in developing a video community app.</p><p>The $9 Jefferies target price is well above the $6.42 consensus target. A share price of $7.37 was last seen on Friday.</p><h2><a href=\"https://laohu8.com/S/ENVX\">Enovix</a></h2><p>This company has battery technology for the new age of electric vehicles that could be a total game changer in the industry. Enovix Corp. (NASDAQ: ENVX) is the leader in advanced silicon-anode lithium-ion battery development and production.</p><p>The company’s proprietary 3D cell architecture increases energy density and maintains high cycle life. Enovix is building an advanced silicon-anode lithium-ion battery production facility in the United States for volume production.</p><p>Enovix’s initial goal is to provide designers of category-leading mobile devices with a high-energy battery so they can create more innovative and effective portable products. Enovix is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable widespread utilization of renewable energy.</p><p>Oppenheimer has a $36 target price, while the consensus target is lower at $30.50. The stock last traded on Friday at $8.86.</p><p>These are five stocks for aggressive investors looking to get share count leverage on companies that have sizable upside potential. While not suited for all investors, they are not penny stocks with absolutely no track record or liquidity.</p></body></html>","source":"lsy1636345238431","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-27 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2023/02/25/5-sizzling-stocks-under-10-the-huge-retail-army-is-rushing-to-buy-now/3/><strong>24/7 Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the ...</p>\n\n<a href=\"https://247wallst.com/investing/2023/02/25/5-sizzling-stocks-under-10-the-huge-retail-army-is-rushing-to-buy-now/3/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc.","PLTR":"Palantir Technologies Inc.","IHS":"IHS Holding Ltd","IQ":"爱奇艺","ENVX":"Enovix Corporation"},"source_url":"https://247wallst.com/investing/2023/02/25/5-sizzling-stocks-under-10-the-huge-retail-army-is-rushing-to-buy-now/3/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106348264","content_text":"While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the biggest public companies, especially the technology giants, trade in the hundreds, all the way up to over $1,000 per share or more. At those steep prices, it is difficult to get any decent share count leverage.Many investors, especially more aggressive traders, look at lower-priced stocks as a way not only to make some good money but to get a higher share count. That can really help the decision-making process, especially when you are on to a winner, as you can always sell half and keep half.Skeptics of low-priced shares should remember that at one point Amazon, Apple and Netflix traded in the single digits. One stock we featured over the years, Zynga, was purchased by Take-Two Interactive. Cogent Biosciences, which we featured last March, has tripled since then.We screened our 24/7 Wall St. research database looking for smaller cap companies that could offer patient investors some huge returns for 2023 and beyond. While these five stocks are rated Buy and have a ton of Wall Street coverage, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.PalantirStarted by Silicon Valley legend Peter Thiel, this company may offer the largest upside potential of all the stocks in this group, and it is also a takeover candidate. Palantir Technologies Inc. builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations.Palantir Gotham is the company’s software platform for government operatives in the defense and intelligence sectors that enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.The company also provides Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data, and it allows individual users to integrate and analyze the data they need in one place.Raymond James’s Strong Buy rating is accompanied by a Wall Street high $15 target price. The consensus target is $9.09. On Friday, shares last traded at $8.09 apiece.SoFi TechnologiesThis company took the SPAC route for its IPO and remains a millennial trader favorite. SoFi Technologies, Inc. (NASDAQ: SOFI) provides digital financial services that allow its members to borrow, save, spend, invest and protect their money. The company offers student loans; personal loans for debt consolidation and home improvement projects; and home loans.SoFi also provides cash management, investment and other related services. In addition, it operates Galileo, a technology platform that offers services to financial and non-financial institutions, and Apex, a technology-enabled platform that provides investment custody and clearing brokerage services.Raymond James has a Strong Buy rating and a $15 price target on this one too. The consensus target is $7.58, and shares closed at $6.38 on Friday.IHSShares of this wireless tower giant have been crushed and offer huge upside potential. IHS Holding Ltd. (NYSE: IHS) owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. It offers colocation and lease agreement, build-to-suit, fiber connectivity and rural telephony solutions. The company serves mobile network operators, internet service providers, broadcasters, security functions and private corporations.Including the approximately 5,700 towers subject to the imminent completion of its pending deal in South Africa, IHS will own nearly 39,000 towers across 11 countries, making the company the third largest independent multinational tower company by tower count. This geographic scale helps diversify the revenue stream, and also positions IHS in some of the largest emerging markets in the world, including the three largest countries in Africa and the largest Latin American country by gross domestic product.Goldman Sachs has set its target price at $13, but the consensus target is higher at $15.75. The stock closed on Friday at $7.41.iQIYIMany top analysts feel that shares of this company could explode higher soon. iQIYI Inc. (NASDAQ: IQ) provides online entertainment services under the iQIYI brand in the People’s Republic of China. The company offers various products and services, including internet video, online games, live broadcasting, online literature, animations, e-commerce and social media platform.The company operates a platform that provides a collection of internet video content, including professionally produced content licensed from professional content providers and self-produced content. iQIYI also provides membership, content distribution and online advertising services.In addition, it operates iQIYI Show, a live broadcasting service that enables users to follow their favorite hosts, celebrities and shows in real-time through live broadcasting; and iQIYI Lite, an easy and quick access to the personalized videos based on their user preferences. Further, it is involved in the talent agency and IP licensing activities, as well as engages in developing a video community app.The $9 Jefferies target price is well above the $6.42 consensus target. A share price of $7.37 was last seen on Friday.EnovixThis company has battery technology for the new age of electric vehicles that could be a total game changer in the industry. Enovix Corp. (NASDAQ: ENVX) is the leader in advanced silicon-anode lithium-ion battery development and production.The company’s proprietary 3D cell architecture increases energy density and maintains high cycle life. Enovix is building an advanced silicon-anode lithium-ion battery production facility in the United States for volume production.Enovix’s initial goal is to provide designers of category-leading mobile devices with a high-energy battery so they can create more innovative and effective portable products. Enovix is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable widespread utilization of renewable energy.Oppenheimer has a $36 target price, while the consensus target is lower at $30.50. The stock last traded on Friday at $8.86.These are five stocks for aggressive investors looking to get share count leverage on companies that have sizable upside potential. While not suited for all investors, they are not penny stocks with absolutely no track record or liquidity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955926279,"gmtCreate":1675153145792,"gmtModify":1676538979873,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955926279","repostId":"1192075634","repostType":4,"repost":{"id":"1192075634","pubTimestamp":1675178707,"share":"https://ttm.financial/m/news/1192075634?lang=&edition=fundamental","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Apple: A Buy Ahead Of Q1 Earnings Announcement","url":"https://stock-news.laohu8.com/highlight/detail?id=1192075634","media":"Seekingalpha","summary":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with ID","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple hardware expected to struggle with iPhone shipments in focus on Q1 &#39;23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 &#39;22.</li><li>We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.</li><li>Our model implies modest upside as we&#39;re limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.</li><li>We don&#39;t expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.</li><li>We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.</li></ul><h3>Apple investment thesis</h3><p>We’re heading into the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.</p><p>Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.</p><p>Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.</p><p>We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.</p><p>We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.</p><h3>Key Apple news items heading into the quarter</h3><p>The recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.</p><p>Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:</p><p>“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple&#39;s revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”</p><p>The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.</p><p>Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.</p><p>We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.</p><p>It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.</p><h3>Data on inventory and channel creates some concern among managers</h3><p>We also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.</p><p><img src=\"https://static.tigerbbs.com/668624a8c0662ca5cfd5278c7e81d653\" tg-width=\"622\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/>Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.</p><p>It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.</p><p>We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.</p><p>It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.</p><p>It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.</p><h3>Financial model notes to consider</h3><p>Keep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.</p><p><img src=\"https://static.tigerbbs.com/0b5f42304627f273b9867b197539746e\" tg-width=\"616\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>We think upside remains somewhat limited unless there&#39;s something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.</p><p>Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.</p><h3>Our homework points to a better than expected quarter</h3><p>We think, the stock will report a minor beat on earnings and revenue to exit FY &#39;23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.</p><p>In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at &#34;buy&#34; based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.</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>Apple: A Buy Ahead Of Q1 Earnings Announcement</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\">\nApple: A Buy Ahead Of Q1 Earnings Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy\">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://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192075634","content_text":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.Our model implies modest upside as we're limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.We don't expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.Apple investment thesisWe’re heading into the Apple quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.Key Apple news items heading into the quarterThe recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple's revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.Data on inventory and channel creates some concern among managersWe also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.Financial model notes to considerKeep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.We think upside remains somewhat limited unless there's something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.Our homework points to a better than expected quarterWe think, the stock will report a minor beat on earnings and revenue to exit FY '23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at \"buy\" based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}