吉慶 personal page - To The Moon

吉慶

Profile：Strike to success 💯

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2023-01-14

Very motivate by this noble man.

Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023

2022-11-05

Big Tech. Companies will soar soon again..

Amazon Stock Bounced, on Track to Snap Longest Losing Streak in 3 Years

2022-06-15

$Grab Holdings(GRAB)$After few days of unusual market behaviour, GRAB is still 💪. Keep going higher and higher!

2022-11-14

May American and people who celebrate have a wonderful day. Hope that this year ends with joyous and fruitful.

Reminder: U.S. Stocks Are Closed on November 24 for Thanksgiving Day, and Close Three Hours Earlier on November 25

2022-10-15

Thought I got a good stock price, so I added position. but it's keep falling.

5 Red Flags for Intel's Future

2022-12-01

Two MAN "1st date" is remarkable. It's a good beginning.

Elon Musk Thanks Tim Cook for Taking Him Around Apple HQ

2022-11-28

Today eyes open wider as a lot of reports including Feds' coming this week. So busy.

Sorry, the original content has been removed

2023-02-20

Changing investment strategy maybe?

2022-10-31

Dance for us. A must have ritual in his company. It will be a earning company after a ritual....

2022-10-30

This is a very interesting US IPO. High technology stock.

US IPO Weekly Recap: Mobileye Soars in Debut As Small Issuers Fill up the Pipeline

2023-02-14

$Rivian Automotive, Inc.(RIVN)$

2023-02-10

It's not easy to grab a share in EV market. Buy when it's low.

Ford Further Downsizes Rivian Stake

2022-12-16

$Taiwan Semiconductor Manufacturing(TSM)$ It can rise higher.

2022-07-05

Let's hope the international politics problem be solved quickly. 🙏

Earnings Season is Coming, Here’s What It Means for the Stock Market

2023-02-20

Mr Cook is still giving out the dividend last year although the market doesn't performed well.

Largest Proxy Firm Recommends Apple Shareholder Vote For CEO Tim Cook's Reduced Pay Plan: Report

2022-12-24

War continues, oil price continues up. Mixed feelings.

Oil Stocks Climbed in Morning Trading

2022-12-01

High Inflation rate is going to detriment U.S agriculture.

Elon Musk Says the Fed Must Cut Rates Immediately

2022-11-03

?????

Fed Approves 0.75-Point Hike, Hints at Change in Policy Ahead

Go to Tiger App to see more news

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stocks will continue soar today.","listText":"OI'll stocks will continue soar today.","text":"OI'll stocks will continue soar today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183946106945544","repostId":"1119731983","repostType":4,"repost":{"id":"1119731983","pubTimestamp":1685919802,"share":"https://www.laohu8.com/m/news/1119731983?lang=&edition=full","pubTime":"2023-06-05 07:03","market":"us","language":"en","title":"Oil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1119731983","media":"Bloomberg","summary":"Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day","content":"<html><head></head><body><p>Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide in crude prices.</p><p style=\"text-align: start;\">West Texas Intermediate rose as much as 4.6% to $75.06 a barrel at 6:15 a.m. Singapore time. Most market watchers including Goldman Sachs Group Inc. had expected OPEC+ to keep output unchanged.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e85687e83d5579c8e5e5a283edc8d44\" alt=\"\" title=\"\" tg-width=\"620\" tg-height=\"348\"/></p><p style=\"text-align: start;\">The Saudi effort to bolster the price of its most important export requires the sacrifice of further market share and came after a weekend meeting of OPEC+. Russia made no commitment to cut output deeper, the United Arab Emirates secured a higher production quota for 2024, while the rest of the 23-nation group offered no additional action but did pledge to maintain their existing cuts until the end of 2024.</p><p style=\"text-align: start;\">Next month’s additional cut could be extended, but the Saudis will keep the market “in suspense” about whether this will happen, Prince Abdulaziz said. 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Most market watchers including Goldman Sachs Group Inc. had expected OPEC+ to keep output unchanged.The Saudi effort to bolster the price of its most important export requires the sacrifice of further market share and came after a weekend meeting of OPEC+. Russia made no commitment to cut output deeper, the United Arab Emirates secured a higher production quota for 2024, while the rest of the 23-nation group offered no additional action but did pledge to maintain their existing cuts until the end of 2024.Next month’s additional cut could be extended, but the Saudis will keep the market “in suspense” about whether this will happen, Prince Abdulaziz said. The minister has repeatedly sought to hurt bearish oil speculators, warning them to “watch out” in the buildup to Sunday’s meeting.The kingdom is doubling down after the previous round of curbs — agreed just two months ago — failed to deliver a sustained price rally. OPEC+ announced a surprise supply reduction of about 1.6 million barrels a day in early April, but since then weak economic data from China have weighed on oil futures, which fell 11% in New York in May.The OPEC+ deal came after a long dispute with African members over how their cuts are measured, which delayed the start of the group’s conference by several hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183945727041544,"gmtCreate":1685929790569,"gmtModify":1685929794314,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;Oil&nbsp;stocks&nbsp; up last week.","listText":"&nbsp;Oil&nbsp;stocks&nbsp; up last week.","text":"Oil stocks up last week.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183945727041544","repostId":"1119731983","repostType":4,"repost":{"id":"1119731983","pubTimestamp":1685919802,"share":"https://www.laohu8.com/m/news/1119731983?lang=&edition=full","pubTime":"2023-06-05 07:03","market":"us","language":"en","title":"Oil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1119731983","media":"Bloomberg","summary":"Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day","content":"<html><head></head><body><p>Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide in crude prices.</p><p style=\"text-align: start;\">West Texas Intermediate rose as much as 4.6% to $75.06 a barrel at 6:15 a.m. Singapore time. Most market watchers including Goldman Sachs Group Inc. had expected OPEC+ to keep output unchanged.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e85687e83d5579c8e5e5a283edc8d44\" alt=\"\" title=\"\" tg-width=\"620\" tg-height=\"348\"/></p><p style=\"text-align: start;\">The Saudi effort to bolster the price of its most important export requires the sacrifice of further market share and came after a weekend meeting of OPEC+. Russia made no commitment to cut output deeper, the United Arab Emirates secured a higher production quota for 2024, while the rest of the 23-nation group offered no additional action but did pledge to maintain their existing cuts until the end of 2024.</p><p style=\"text-align: start;\">Next month’s additional cut could be extended, but the Saudis will keep the market “in suspense” about whether this will happen, Prince Abdulaziz said. The minister has repeatedly sought to hurt bearish oil speculators, warning them to “watch out” in the buildup to Sunday’s meeting.</p><p>The kingdom is doubling down after the previous round of curbs — agreed just two months ago — failed to deliver a sustained price rally. OPEC+ announced a surprise supply reduction of about 1.6 million barrels a day in early April, but since then weak economic data from China have weighed on oil futures, which fell 11% in New York in May.</p><p style=\"text-align: start;\">The OPEC+ deal came after a long dispute with African members over how their cuts are measured, which delayed the start of the group’s conference by several hours.</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>Oil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet</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\">\nOil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-04/latest-oil-market-news-and-analysis-for-june-5?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-04/latest-oil-market-news-and-analysis-for-june-5?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-06-04/latest-oil-market-news-and-analysis-for-june-5?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119731983","content_text":"Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide in crude prices.West Texas Intermediate rose as much as 4.6% to $75.06 a barrel at 6:15 a.m. Singapore time. Most market watchers including Goldman Sachs Group Inc. had expected OPEC+ to keep output unchanged.The Saudi effort to bolster the price of its most important export requires the sacrifice of further market share and came after a weekend meeting of OPEC+. Russia made no commitment to cut output deeper, the United Arab Emirates secured a higher production quota for 2024, while the rest of the 23-nation group offered no additional action but did pledge to maintain their existing cuts until the end of 2024.Next month’s additional cut could be extended, but the Saudis will keep the market “in suspense” about whether this will happen, Prince Abdulaziz said. The minister has repeatedly sought to hurt bearish oil speculators, warning them to “watch out” in the buildup to Sunday’s meeting.The kingdom is doubling down after the previous round of curbs — agreed just two months ago — failed to deliver a sustained price rally. OPEC+ announced a surprise supply reduction of about 1.6 million barrels a day in early April, but since then weak economic data from China have weighed on oil futures, which fell 11% in New York in May.The OPEC+ deal came after a long dispute with African members over how their cuts are measured, which delayed the start of the group’s conference by several hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970225527,"gmtCreate":1684498417269,"gmtModify":1684498422111,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"These stocks are famous names. Especially oil stocks. Oil companies can give out&nbsp;high dividend.&nbsp;&nbsp;","listText":"These stocks are famous names. Especially oil stocks. Oil companies can give out&nbsp;high dividend.&nbsp;&nbsp;","text":"These stocks are famous names. Especially oil stocks. Oil companies can give out high dividend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970225527","repostId":"1115674326","repostType":4,"repost":{"id":"1115674326","pubTimestamp":1684454417,"share":"https://www.laohu8.com/m/news/1115674326?lang=&edition=full","pubTime":"2023-05-19 08:00","market":"us","language":"en","title":"The 7 Next Trillion-Dollar Companies to Invest in Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115674326","media":"InvestorPlace","summary":"These are the blue-chip stocks positioned to create immense value in the next five years.Chevron Cor","content":"<html><head></head><body><ul><li><p>These are the blue-chip stocks positioned to create immense value in the next five years.</p></li><li><p><strong>Chevron Corporation</strong> (<strong><u>CVX</u></strong>): Investment grade balance sheet, robust cash flows, and significant investments planned through 2027.</p></li><li><p><strong>Rio Tinto</strong> (<strong><u>RIO</u></strong>): Focus on energy transition industrial commodities is likely to be a value creator for this cash flow machine.</p></li><li><p><strong>Tesla</strong> (<strong><u>TSLA</u></strong>): Am ambitious target of selling 20 million EVs annually by 2030 backed by high financial flexibility to invest in new gigafactory.</p></li><li><p><strong>AstraZeneca</strong> (<strong><u>AZN</u></strong>): Strong revenue growth guidance that’s backed by a healthy pipeline of drugs in late-stage of clinical trials.</p></li><li><p><strong>JPMorgan Chase</strong> (<strong><u>JPM</u></strong>): A fundamentally strong bank that’s trading at attractive valuations and I expect core banking income to increase.</p></li><li><p><strong>Exxon Mobil</strong> (<strong><u>XOM</u></strong>): Visibility for $65 billion operating cash flows in 2023 with Guyana and Permian assets likely to drive cash flow upside.</p></li><li><p><strong>Walmart</strong> (<strong><u>WMT</u></strong>): Automation will drive significant cost savings, which will boost EBITDA margin and cash flows.</p></li></ul><p>In the last decade, few companies have touched the magic trillion-dollar valuation. <strong>Apple</strong> (NASDAQ: <strong><u>AAPL</u></strong>), <strong>Amazon</strong> (NASDAQ: <strong><u>AMZN</u></strong>), and <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG, </u>NASDAQ: <u>GOOGL</u></strong>) are the names worth mentioning. While these businesses will continue to create value, I am more interested in finding the next trillion-dollar companies.</p><p style=\"text-align: start;\">An interesting point to note is that most of the trillion-dollar valuation companies in the last decade were from the technology sector. Of course, there are potential opportunities in the sector even in the coming years. However, my focus in this column is largely on companies that are not from the technology sector. Throughout the history of equity markets, there have been surprises. I believe that the companies discussed below can surprise by creating massive value in the next five years. One of the key criteria for screening the next trillion-dollar companies is the cash flow potential. Ultimately, it’s free cash flows that determine the valuation.</p><p style=\"text-align: start;\">Let’s discuss the reasons to be bullish on these potential next trillion-dollar companies.</p><h2 style=\"text-align: start;\">Chevron (CVX)</h2><p><strong>Chevron </strong>(NYSE: <strong><u>CVX</u></strong>) would need to deliver returns in excess of 3x to be among the next trillion-dollar companies. I believe this is likely in the next five years. Among oil and gas stocks, CVX is likely to be a major value creator. It’s worth mentioning that companies are valued on the basis of their cash flow potential and visibility. Based on Q1 2023 numbers, Chevron is likely to report $36 billion in operating cash flow.</p><p style=\"text-align: start;\">Another trigger for stock upside is continued investments. Chevron plans to invest $13 to $15 billion annually through 2027. This will translate into revenue and cash flow upside. I also like the fact that Chevron has an investment-grade balance sheet. As of Q1 2023, the company reported a net debt of 4.4%. High financial flexibility positions Chevron for opportunistic acquisitions to boost growth and deepen the asset pool. The company’s investment in renewable energy assets is another potential value creator.</p><h2 style=\"text-align: start;\">Rio Tinto (RIO)</h2><p>In general, the focus is on technology and innovation when it comes to talking about the next trillion-dollar companies. However, I would deviate and look at one of the most undervalued asset classes, industrial commodities. I believe that <strong>Rio Tinto</strong> (NYSE:<strong><u>RIO</u></strong>) is a high-quality stock that can create value.</p><p style=\"text-align: start;\">The first point to note is that between 2020 and 2022, Rio Tinto reported an operating cash flow of $56.4 billion and a free cash flow of $36.1 billion. Without a doubt, the business is a cash flow machine. Rio expects that the demand for the company’s products will continue to grow at a CAGR of 3.9% through 2035. While the iron ore segment is the main cash flow driver, Rio is investing in copper, aluminum, nickel, lithium, and cobalt assets. These are critical industrial commodities that are driving the global energy transition. Rio Tinto, with an investment-grade balance sheet, is positioned to benefit from positive industry tailwinds.</p><p style=\"text-align: start;\">As an example, the lithium supply gap is likely to be acute by 2035. This will translate into surging lithium prices. Rio is already positioned to be the largest lithium supplier to Europe over the next 15 years. Considering these facts, RIO stock can surprise investors in the coming years.</p><h2 style=\"text-align: start;\">Tesla (TSLA)</h2><p><strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>)  had the privilege of entering the $1 trillion club in Oct. 2021. However, the latest pullback in TSLA stock has been significant with the company currently commanding a valuation of $527 billion. I however believe that Tesla will make a strong comeback and valuations will surge over a trillion dollars. As a matter of fact, the stock is higher by 60% for year-to-date 2023.</p><p style=\"text-align: start;\">Talking about financials, Tesla reported cash and equivalents of $16 billion for Q1 2023. Further, the company delivered an operating cash flow of $2.5 billion for the quarter. Even with pricing and inflationary pressure, Tesla is positioned for annualized OCF in excess of $10 billion.</p><p style=\"text-align: start;\">An important point to note is that Tesla has set an ambitious target of selling 20 million vehicles annually by 2030. Even if Tesla achieves 75% of this target, there is ample headroom for cash flow upside and value creation. Further, considering the low penetration of EVs globally, the target is not unrealistic. Tesla has ample financial power to set up multiple gigafactory in the coming years. The correction in TSLA stock, therefore, offers an excellent entry opportunity.</p><h2 style=\"text-align: start;\">AstraZeneca (AZN)</h2><p>Among pharmaceutical stocks, <strong>AstraZeneca</strong> (NASDAQ: <strong><u>AZN</u></strong>) is likely to be among the next trillion-dollar companies. It’s worth noting that in the last five years, AZN stock has trended higher by 104%. I believe that in the next five years, the stock is poised for a bigger rally.</p><p style=\"text-align: start;\">The first reason is valuation. AZN stock trades at a forward price-earnings ratio of 20.2. The stock also offers an attractive dividend yield of 2.6%. With visibility for sustained upside in cash flows, the stock is undervalued.</p><p style=\"text-align: start;\">The second reason to be bullish is the drug pipeline. Currently, AstraZeneca has 178 projects in the pipeline. The late-stage pipeline is attractive with the company expecting to initiate 30 phase three trials. Of these, the company believes that 10 candidates are potential blockbuster drugs. This sets the stage for healthy earnings growth and cash flow acceleration. To put things into perspective, the company has guided for low double-digit revenue growth CAGR through 2025. Even beyond this period, AstraZeneca expects to deliver an industry-leading growth rate.</p><h2>JPMorgan Chase (JPM)</h2><p>In general, banking stocks have been trading at an attractive valuation. JPMorgan Chase (NYSE:<u>JPM</u>) is possibly the best bet in the sector where several smaller banks are facing potential collapse. At a forward price-earnings ratio of 9.6, JPM stock looks massively undervalued. The stock also offers an attractive dividend yield of 2.89%.</p><p style=\"text-align: start;\">In terms of positives, JPMorgan Chase has seen an improvement in net interest income margin. With rising interest rates, the core banking division has benefitted. For Q1 2023, the banking and wealth management division revenue increased by 67% on a year-on-year basis to $10 billion. A higher deposit margin was the key reason for growth.</p><p style=\"text-align: start;\">An important point to note is that it’s unlikely that there will be further rate hikes. A deep slowdown or recession is likely to prompt policymakers to pursue action that boosts credit growth. JPMorgan will be well-positioned to benefit. Also, for Q1 2023, JPMorgan reported a 4% year-on-year decline in market revenue to $8.4 billion. While fixed-income market revenue was flat, equity market revenue declined by 12% on a year-on-year basis. If market conditions improve in 2024, the outlook for this segment will be better.</p><h2 style=\"text-align: start;\">Exxon Mobil (XOM)</h2><p><strong>Exxon Mobil</strong> (NYSE: <strong><u>XOM</u></strong>) is another potential name among the next trillion-dollar companies. I expect XOM stock to deliver 100% to 150% total returns in the next five years. This seems realistic since the stock trades at an attractive forward price-earnings ratio of 10.3. Additionally, the dividend yield of 3.47% is attractive.</p><p style=\"text-align: start;\">For Q1 2023, Exxon Mobil reported an operating cash flow of $16.3 billion. This implies an annualized OCF potential of $65 billion. Given the cash flows, dividends are secure and Exxon is positioned to invest aggressively in the coming years. Exxon also reported net-debt-to-capital of 4% as of Q1. With an investment-grade balance sheet, there is ample flexibility for potential acquisitions.</p><p style=\"text-align: start;\">In terms of business specifics, I remain bullish on the company’s upstream segment. Guyana and Permian are likely to be cash flow machines backed by low break-even assets. While oil has declined in the recent past, the recession factor seems to be discounted. Production cuts by OPEC and its allies will ensure that realized oil price remains attractive.</p><h2 style=\"text-align: start;\">Walmart (WMT)</h2><p>Over the last five years, <strong>Walmart</strong> (NYSE: <strong><u>WMT</u></strong>) has delivered capital gains of 77%. If we add in its dividends, the total returns would be higher. I can say with some conviction that WMT stock returns will be higher in the next five years and Walmart will be among the next trillion-dollar companies.</p><p style=\"text-align: start;\">A big catalyst for Walmart — the company expects 65% of its stores to be serviced by automation by 2026. Further, 55% of the fulfillment center volume will move through automated facilities. This will result in unit cost averages improving by 20%. Therefore, Walmart is positioned for EBITDA margin expansion and cash flow upside in the coming years. I must add that as inflationary pressures wane, the company will be positioned to benefit.</p><p style=\"text-align: start;\">With an omnichannel sales presence and international expansion, Walmart is also positioned for steady revenue growth. The company has guided for 4% sales growth over the next five years. This would add $130 billion in sales. Operating leverage will also contribute to margin expansion. With these ambitious targets, WMT stock is an attractive pick.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 7 Next Trillion-Dollar Companies to Invest in Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 7 Next Trillion-Dollar Companies to Invest in Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-19 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/the-7-next-trillion-dollar-companies-to-invest-in-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the blue-chip stocks positioned to create immense value in the next five years.Chevron Corporation (CVX): Investment grade balance sheet, robust cash flows, and significant investments ...</p>\n\n<a href=\"https://investorplace.com/2023/05/the-7-next-trillion-dollar-companies-to-invest-in-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","WMT":"沃尔玛","CVX":"雪佛龙","RIO":"力拓","TSLA":"特斯拉","JPM":"摩根大通","AZN":"阿斯利康"},"source_url":"https://investorplace.com/2023/05/the-7-next-trillion-dollar-companies-to-invest-in-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115674326","content_text":"These are the blue-chip stocks positioned to create immense value in the next five years.Chevron Corporation (CVX): Investment grade balance sheet, robust cash flows, and significant investments planned through 2027.Rio Tinto (RIO): Focus on energy transition industrial commodities is likely to be a value creator for this cash flow machine.Tesla (TSLA): Am ambitious target of selling 20 million EVs annually by 2030 backed by high financial flexibility to invest in new gigafactory.AstraZeneca (AZN): Strong revenue growth guidance that’s backed by a healthy pipeline of drugs in late-stage of clinical trials.JPMorgan Chase (JPM): A fundamentally strong bank that’s trading at attractive valuations and I expect core banking income to increase.Exxon Mobil (XOM): Visibility for $65 billion operating cash flows in 2023 with Guyana and Permian assets likely to drive cash flow upside.Walmart (WMT): Automation will drive significant cost savings, which will boost EBITDA margin and cash flows.In the last decade, few companies have touched the magic trillion-dollar valuation. Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL) are the names worth mentioning. While these businesses will continue to create value, I am more interested in finding the next trillion-dollar companies.An interesting point to note is that most of the trillion-dollar valuation companies in the last decade were from the technology sector. Of course, there are potential opportunities in the sector even in the coming years. However, my focus in this column is largely on companies that are not from the technology sector. Throughout the history of equity markets, there have been surprises. I believe that the companies discussed below can surprise by creating massive value in the next five years. One of the key criteria for screening the next trillion-dollar companies is the cash flow potential. Ultimately, it’s free cash flows that determine the valuation.Let’s discuss the reasons to be bullish on these potential next trillion-dollar companies.Chevron (CVX)Chevron (NYSE: CVX) would need to deliver returns in excess of 3x to be among the next trillion-dollar companies. I believe this is likely in the next five years. Among oil and gas stocks, CVX is likely to be a major value creator. It’s worth mentioning that companies are valued on the basis of their cash flow potential and visibility. Based on Q1 2023 numbers, Chevron is likely to report $36 billion in operating cash flow.Another trigger for stock upside is continued investments. Chevron plans to invest $13 to $15 billion annually through 2027. This will translate into revenue and cash flow upside. I also like the fact that Chevron has an investment-grade balance sheet. As of Q1 2023, the company reported a net debt of 4.4%. High financial flexibility positions Chevron for opportunistic acquisitions to boost growth and deepen the asset pool. The company’s investment in renewable energy assets is another potential value creator.Rio Tinto (RIO)In general, the focus is on technology and innovation when it comes to talking about the next trillion-dollar companies. However, I would deviate and look at one of the most undervalued asset classes, industrial commodities. I believe that Rio Tinto (NYSE:RIO) is a high-quality stock that can create value.The first point to note is that between 2020 and 2022, Rio Tinto reported an operating cash flow of $56.4 billion and a free cash flow of $36.1 billion. Without a doubt, the business is a cash flow machine. Rio expects that the demand for the company’s products will continue to grow at a CAGR of 3.9% through 2035. While the iron ore segment is the main cash flow driver, Rio is investing in copper, aluminum, nickel, lithium, and cobalt assets. These are critical industrial commodities that are driving the global energy transition. Rio Tinto, with an investment-grade balance sheet, is positioned to benefit from positive industry tailwinds.As an example, the lithium supply gap is likely to be acute by 2035. This will translate into surging lithium prices. Rio is already positioned to be the largest lithium supplier to Europe over the next 15 years. Considering these facts, RIO stock can surprise investors in the coming years.Tesla (TSLA)Tesla (NASDAQ: TSLA)  had the privilege of entering the $1 trillion club in Oct. 2021. However, the latest pullback in TSLA stock has been significant with the company currently commanding a valuation of $527 billion. I however believe that Tesla will make a strong comeback and valuations will surge over a trillion dollars. As a matter of fact, the stock is higher by 60% for year-to-date 2023.Talking about financials, Tesla reported cash and equivalents of $16 billion for Q1 2023. Further, the company delivered an operating cash flow of $2.5 billion for the quarter. Even with pricing and inflationary pressure, Tesla is positioned for annualized OCF in excess of $10 billion.An important point to note is that Tesla has set an ambitious target of selling 20 million vehicles annually by 2030. Even if Tesla achieves 75% of this target, there is ample headroom for cash flow upside and value creation. Further, considering the low penetration of EVs globally, the target is not unrealistic. Tesla has ample financial power to set up multiple gigafactory in the coming years. The correction in TSLA stock, therefore, offers an excellent entry opportunity.AstraZeneca (AZN)Among pharmaceutical stocks, AstraZeneca (NASDAQ: AZN) is likely to be among the next trillion-dollar companies. It’s worth noting that in the last five years, AZN stock has trended higher by 104%. I believe that in the next five years, the stock is poised for a bigger rally.The first reason is valuation. AZN stock trades at a forward price-earnings ratio of 20.2. The stock also offers an attractive dividend yield of 2.6%. With visibility for sustained upside in cash flows, the stock is undervalued.The second reason to be bullish is the drug pipeline. Currently, AstraZeneca has 178 projects in the pipeline. The late-stage pipeline is attractive with the company expecting to initiate 30 phase three trials. Of these, the company believes that 10 candidates are potential blockbuster drugs. This sets the stage for healthy earnings growth and cash flow acceleration. To put things into perspective, the company has guided for low double-digit revenue growth CAGR through 2025. Even beyond this period, AstraZeneca expects to deliver an industry-leading growth rate.JPMorgan Chase (JPM)In general, banking stocks have been trading at an attractive valuation. JPMorgan Chase (NYSE:JPM) is possibly the best bet in the sector where several smaller banks are facing potential collapse. At a forward price-earnings ratio of 9.6, JPM stock looks massively undervalued. The stock also offers an attractive dividend yield of 2.89%.In terms of positives, JPMorgan Chase has seen an improvement in net interest income margin. With rising interest rates, the core banking division has benefitted. For Q1 2023, the banking and wealth management division revenue increased by 67% on a year-on-year basis to $10 billion. A higher deposit margin was the key reason for growth.An important point to note is that it’s unlikely that there will be further rate hikes. A deep slowdown or recession is likely to prompt policymakers to pursue action that boosts credit growth. JPMorgan will be well-positioned to benefit. Also, for Q1 2023, JPMorgan reported a 4% year-on-year decline in market revenue to $8.4 billion. While fixed-income market revenue was flat, equity market revenue declined by 12% on a year-on-year basis. If market conditions improve in 2024, the outlook for this segment will be better.Exxon Mobil (XOM)Exxon Mobil (NYSE: XOM) is another potential name among the next trillion-dollar companies. I expect XOM stock to deliver 100% to 150% total returns in the next five years. This seems realistic since the stock trades at an attractive forward price-earnings ratio of 10.3. Additionally, the dividend yield of 3.47% is attractive.For Q1 2023, Exxon Mobil reported an operating cash flow of $16.3 billion. This implies an annualized OCF potential of $65 billion. Given the cash flows, dividends are secure and Exxon is positioned to invest aggressively in the coming years. Exxon also reported net-debt-to-capital of 4% as of Q1. With an investment-grade balance sheet, there is ample flexibility for potential acquisitions.In terms of business specifics, I remain bullish on the company’s upstream segment. Guyana and Permian are likely to be cash flow machines backed by low break-even assets. While oil has declined in the recent past, the recession factor seems to be discounted. Production cuts by OPEC and its allies will ensure that realized oil price remains attractive.Walmart (WMT)Over the last five years, Walmart (NYSE: WMT) has delivered capital gains of 77%. If we add in its dividends, the total returns would be higher. I can say with some conviction that WMT stock returns will be higher in the next five years and Walmart will be among the next trillion-dollar companies.A big catalyst for Walmart — the company expects 65% of its stores to be serviced by automation by 2026. Further, 55% of the fulfillment center volume will move through automated facilities. This will result in unit cost averages improving by 20%. Therefore, Walmart is positioned for EBITDA margin expansion and cash flow upside in the coming years. I must add that as inflationary pressures wane, the company will be positioned to benefit.With an omnichannel sales presence and international expansion, Walmart is also positioned for steady revenue growth. The company has guided for 4% sales growth over the next five years. This would add $130 billion in sales. Operating leverage will also contribute to margin expansion. With these ambitious targets, WMT stock is an attractive pick.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947999985,"gmtCreate":1682423950848,"gmtModify":1682423954681,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Call]&nbsp;","listText":"[Call]&nbsp;","text":"[Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947999985","repostId":"1194372349","repostType":4,"repost":{"id":"1194372349","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":1682409828,"share":"https://www.laohu8.com/m/news/1194372349?lang=&edition=full","pubTime":"2023-04-25 16:03","market":"us","language":"en","title":"UBS Group Stock Drops 4.4% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194372349","media":"Tiger Newspress","summary":"UBS Group AG on Tuesday reported a 52% slide in quarterly income, having made an additional $665 mil","content":"<html><head></head><body><p>UBS Group AG on Tuesday reported a 52% slide in quarterly income, having made an additional $665 million in provisions to cover litigation costs related to U.S. residential mortgage-backed securities that played a central role in the global financial crisis.</p><p>UBS Group slid 4.4% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6891ca1629729057b747cf2cb422d536\" tg-width=\"822\" tg-height=\"634\"/></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UBS\">UBS Group </a> has set aside more money to draw a line under its involvement in toxic mortgages, halving its first-quarter profit as it prepares to swallow fallen rival <a href=\"https://laohu8.com/S/CS\">Credit Suisse </a>.</p><p style=\"text-align: start;\">Chief Executive Sergio Ermotti, back in the saddle to steer the takeover, also said &#34;challenging&#34; economic conditions had dampened the mood of the bank&#39;s customers and warned of the difficulties ahead as it embarks on an integration process that may take four years.</p><p>&#34;We need time,&#34; he said in an online video. &#34;Things are going to be hard.&#34;</p><p style=\"text-align: start;\">The attempt by Switzerland&#39;s biggest bank to make a clean sweep of problems dating back to the global financial crisis underscores its vulnerability as it takes on the Herculean task of absorbing Credit Suisse - one whose long list of challenges includes dealing with a backlash against the deal at home.</p><p>UBS said concerns about the banking sector globally persisted and customer activity &#34;could remain subdued in the second quarter&#34;, adding, however, that higher interest rates would bolster lending income.</p><p style=\"text-align: start;\">Net profit attributable to shareholders came in at $1 billion, below the $1.7 billion consensus average from a UBS-conducted poll.</p><p style=\"text-align: start;\">But the world&#39;s largest wealth manager also reported strong inflows, some $42 billion.</p><p style=\"text-align: start;\">Its flagship wealth management division received $28 billion in net new money, a quarter of which came in the last ten days of March after the announcement that it would be taking over Credit Suisse.</p><p>It reported a slight decrease in year-on-year profit before tax and revenue for the division. It said there had been an increase in deposit revenues stemming from higher interest rates but at the same time some clients had shifted to lower-margin products.</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>UBS Group Stock Drops 4.4% in Premarket Trading</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\">\nUBS Group Stock Drops 4.4% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-25 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>UBS Group AG on Tuesday reported a 52% slide in quarterly income, having made an additional $665 million in provisions to cover litigation costs related to U.S. residential mortgage-backed securities that played a central role in the global financial crisis.</p><p>UBS Group slid 4.4% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6891ca1629729057b747cf2cb422d536\" tg-width=\"822\" tg-height=\"634\"/></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UBS\">UBS Group </a> has set aside more money to draw a line under its involvement in toxic mortgages, halving its first-quarter profit as it prepares to swallow fallen rival <a href=\"https://laohu8.com/S/CS\">Credit Suisse </a>.</p><p style=\"text-align: start;\">Chief Executive Sergio Ermotti, back in the saddle to steer the takeover, also said &#34;challenging&#34; economic conditions had dampened the mood of the bank&#39;s customers and warned of the difficulties ahead as it embarks on an integration process that may take four years.</p><p>&#34;We need time,&#34; he said in an online video. &#34;Things are going to be hard.&#34;</p><p style=\"text-align: start;\">The attempt by Switzerland&#39;s biggest bank to make a clean sweep of problems dating back to the global financial crisis underscores its vulnerability as it takes on the Herculean task of absorbing Credit Suisse - one whose long list of challenges includes dealing with a backlash against the deal at home.</p><p>UBS said concerns about the banking sector globally persisted and customer activity &#34;could remain subdued in the second quarter&#34;, adding, however, that higher interest rates would bolster lending income.</p><p style=\"text-align: start;\">Net profit attributable to shareholders came in at $1 billion, below the $1.7 billion consensus average from a UBS-conducted poll.</p><p style=\"text-align: start;\">But the world&#39;s largest wealth manager also reported strong inflows, some $42 billion.</p><p style=\"text-align: start;\">Its flagship wealth management division received $28 billion in net new money, a quarter of which came in the last ten days of March after the announcement that it would be taking over Credit Suisse.</p><p>It reported a slight decrease in year-on-year profit before tax and revenue for the division. It said there had been an increase in deposit revenues stemming from higher interest rates but at the same time some clients had shifted to lower-margin products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBS":"瑞银"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194372349","content_text":"UBS Group AG on Tuesday reported a 52% slide in quarterly income, having made an additional $665 million in provisions to cover litigation costs related to U.S. residential mortgage-backed securities that played a central role in the global financial crisis.UBS Group slid 4.4% in premarket trading.UBS Group  has set aside more money to draw a line under its involvement in toxic mortgages, halving its first-quarter profit as it prepares to swallow fallen rival Credit Suisse .Chief Executive Sergio Ermotti, back in the saddle to steer the takeover, also said \"challenging\" economic conditions had dampened the mood of the bank's customers and warned of the difficulties ahead as it embarks on an integration process that may take four years.\"We need time,\" he said in an online video. \"Things are going to be hard.\"The attempt by Switzerland's biggest bank to make a clean sweep of problems dating back to the global financial crisis underscores its vulnerability as it takes on the Herculean task of absorbing Credit Suisse - one whose long list of challenges includes dealing with a backlash against the deal at home.UBS said concerns about the banking sector globally persisted and customer activity \"could remain subdued in the second quarter\", adding, however, that higher interest rates would bolster lending income.Net profit attributable to shareholders came in at $1 billion, below the $1.7 billion consensus average from a UBS-conducted poll.But the world's largest wealth manager also reported strong inflows, some $42 billion.Its flagship wealth management division received $28 billion in net new money, a quarter of which came in the last ten days of March after the announcement that it would be taking over Credit Suisse.It reported a slight decrease in year-on-year profit before tax and revenue for the division. It said there had been an increase in deposit revenues stemming from higher interest rates but at the same time some clients had shifted to lower-margin products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947990556,"gmtCreate":1682423790076,"gmtModify":1682423796109,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"If you feel optimistic of this stock, just buy.","listText":"If you feel optimistic of this stock, just buy.","text":"If you feel optimistic of this stock, just buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947990556","repostId":"1155609895","repostType":4,"repost":{"id":"1155609895","pubTimestamp":1682411261,"share":"https://www.laohu8.com/m/news/1155609895?lang=&edition=full","pubTime":"2023-04-25 16:27","market":"us","language":"en","title":"Amazon Q1 Preview: Near-Term Pain For AWS, Plus A Surprise Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1155609895","media":"seekingalpha","summary":"SummaryAmazon had a year to forget in 2022, with shares tumbling 40% as the company struggled agains","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Amazon had a year to forget in 2022, with shares tumbling 40% as the company struggled against inflation and a faltering economy.</p></li><li><p>Amazon&#39;s crown jewel, AWS, continued to shine, but growth and margins now look to be decelerating sharply.</p></li><li><p>CEO Andy Jassy implied in his shareholder letter that investors should not expect growth or margins to rebound anytime soon for AWS.</p></li><li><p>Yet I think the long-term story remains very attractive, with a potential near-term boost from margins recovering across the rest of Amazon&#39;s business lines.</p></li><li><p>2023 looks set to be a very different year, and I expect this to become more clear when Amazon releases its Q1 results on Thursday.</p></li></ul><h2 style=\"text-align: left;\">Investment Thesis</h2><p style=\"text-align: left;\">Before looking ahead to Amazon&#39;s Q1 results, I&#39;ll quickly outline the AWS-centric thesis behind my investment: AWS is a fast-growing, highly profitable business with powerful moats. This should propel Amazon to new heights, and I think AWS would be a great standalone business in its own right. The additional bonus with Amazon is everything else; this is a company with innovation running through its veins, and there&#39;s no telling which of their next avenues could create the next AWS for the business. Amazon also has plenty of potential to expand on its retail margins, which will provide an additional boost to the bottom line in the future.</p><p style=\"text-align: left;\">There is a caveat to this original thesis: although AWS is starting to slow down due to the tough macroeconomic environment, I believe that Amazon&#39;s beaten-down non-AWS divisions are going to start becoming tailwinds throughout 2023, as efficiency measures and easing inflation (especially in fulfilment) start to turn the margin decline around.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c38cb8f4b1806583c7e6eea647efa7\" title=\"Statista\" tg-width=\"640\" tg-height=\"476\"/><span>Statista</span></p><p style=\"text-align: left;\">So, here&#39;s what I&#39;ll be looking out for when Amazon reports its Q1&#39;23 earnings later this week.</p><h2 style=\"text-align: left;\">Amazon&#39;s Latest Expectations</h2><p style=\"text-align: left;\">Amazon is set to report its Q1&#39;23 results on Thursday, April 27 after the market closes, and there are several key items that investors should keep their eyes on.</p><p style=\"text-align: left;\">Starting with the headline numbers, where analysts are expecting Q1&#39;23 revenue of $124.6B, representing YoY growth of 7.0%. This falls slightly towards the upper end of management&#39;s $121-$126B guidance offered up in Q4.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8fd4e3dd162efba8b9cd60117717e99\" title=\"Author&#39;s Work\" tg-width=\"640\" tg-height=\"395\"/><span>Author&#39;s Work</span></p><p style=\"text-align: left;\">Looking ahead to Q2&#39;23, analysts currently expect Amazon to deliver revenue of $130.1B, which would represent YoY growth of 7.3%. Whilst it&#39;s interesting to see that analysts are still expecting Amazon to deliver half decent growth in a period of economic uncertainty, I don&#39;t think overall revenue growth will be the primary focus of Mr. Market when Amazon releases its results.</p><p style=\"text-align: left;\">In my view, the two main things that will move shares immediately after earnings are <strong>EBIT margins</strong> and <strong>AWS&#39;s growth (or lack of)</strong>.</p><p style=\"text-align: left;\">If we move down the income statement to operating income, analysts are expecting Amazon to deliver EBIT of $3.14B, representing an EBIT margin of 2.5%, and a 14% YoY decline from Q1&#39;22. This once again falls slightly above the midpoint of management&#39;s $0-$4B guidance offered in the prior quarter.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1abd15910eaf212aaf92458e043e4ba2\" title=\"Author&#39;s Work\" tg-width=\"640\" tg-height=\"377\"/><span>Author&#39;s Work</span></p><p style=\"text-align: left;\">Analysts continue to remain hopeful that operating income and margins will pick up throughout the year, and expect Amazon to deliver Q2&#39;23 operating profits of $4.42B, representing a 3.4% EBIT margin and an impressive 33% YoY growth.</p><p style=\"text-align: left;\">Clearly analysts are optimistic about Amazon&#39;s future margin expansion, but this upcoming earnings report will be a balancing act between two things: how hard has AWS been hit, and how much of a recovery will the rest of Amazon see?</p><h2 style=\"text-align: left;\">How The Tables Have Turned</h2><p style=\"text-align: left;\">Amazon&#39;s story over the past year or two has been all about how brilliant AWS has performed, delivering rapid growth and margin expansion that has helped to drive Amazon to new heights. This became even more apparent in 2022, as Amazon&#39;s non-AWS business burned through cash and it was only the profits of AWS that kept Amazon in the green.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9f9dfced21ec78dbd5f9d49d5d6a5fd\" title=\"Author&#39;s Work\" tg-width=\"640\" tg-height=\"349\"/><span>Author&#39;s Work</span></p><p style=\"text-align: left;\">But in the words of leader, entrepreneur, and all-round superstar in the world of business Michael Scott:</p><blockquote>Well, well, well… how the turntables</blockquote><p style=\"text-align: left;\">And how the turntables indeed, because the near-term trends have completely reversed: AWS is now facing a slowdown with fairly sharp margin contraction, and the worst may be over for Amazon&#39;s non-AWS business.</p><p style=\"text-align: left;\">Starting with AWS, and it&#39;s pretty clear from the below graph where the trend is heading in terms of growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cf308d5670e7f6bd73c84c58fd032e1\" title=\"Author&#39;s Work\" tg-width=\"640\" tg-height=\"368\"/><span>Author&#39;s Work</span></p><p style=\"text-align: left;\">Going from 40% YoY growth in Q4&#39;21 to 20% YoY growth in Q4&#39;22 doesn&#39;t look great, and I would expect this slowdown to continue into Q1&#39;23.</p><p style=\"text-align: left;\">Perhaps even more concerning for Amazon shareholders is not the slowdown in AWS - this is to be expected as companies become more cautious about their spending - but the collapse of its margins.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5a9cb1a6d10db23eb5aae78d5fda8a3\" title=\"Author&#39;s Work\" tg-width=\"640\" tg-height=\"395\"/><span>Author&#39;s Work</span></p><p style=\"text-align: left;\">I can&#39;t help but feel like AWS&#39;s margins in Q1&#39;23 will be nowhere near the 35.3% from a year ago, and may well head into the low 20 percents.</p><p style=\"text-align: left;\">On the plus side, CEO Andy Jassy addressed these headwinds in his shareholder letter, and said exactly what Amazon was going to do about AWS and the current macroeconomic difficulties:</p><blockquote>AWS has an $85B annualized revenue run rate, is still early in its adoption curve, but at a juncture where it&#39;s critical to stay focused on what matters most to customers over the long-haul.Despite growing 29% year-over-year (&#34;YoY&#34;) in 2022 on a $62B revenue base, AWS faces short-term headwinds right now as companies are being more cautious in spending given the challenging, current macroeconomic conditions.<strong>While some companies might obsess over how they could extract as much money from customers as possible in these tight times, it&#39;s neither what customers want nor best for customers in the long term, so we&#39;re taking a different tack</strong>.</blockquote><p style=\"text-align: left;\">In short, Jassy is saying that Amazon will be working with customers to try and help them in these tough times, and that is going to hurt short-term growth rates and margins for AWS.</p><p style=\"text-align: left;\">As a shareholder with a long-term view, I think this is the best approach that will lead to future success, but it may also cause some pain to Amazon&#39;s shareholders in the near term.</p><p style=\"text-align: left;\">On the other side of the coin, we have the rest of Amazon&#39;s business. As the graph below shows, margins here have absolutely collapsed over the last couple of years, and a few percentage points on hundreds of billions of dollars in revenue is <em>a lot</em> of profit lost.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f6de1bce90eac9e803b709a77e549a\" title=\"Author&#39;s Work\" tg-width=\"640\" tg-height=\"386\"/><span>Author&#39;s Work</span></p><p style=\"text-align: left;\">However, I think this chart also gives shareholders a reason to be optimistic. I&#39;ve taken the trailing-twelve-month view on these revenues and margins, and it certainly feels as though the negative margins have &#39;bottomed&#39; and we may soon see positive margins once again.</p><p style=\"text-align: left;\">Let&#39;s not forget that some of the headwinds that Amazon has faced in the past year, such as:</p><ul><li><p>High inflation and energy costs across its supply chain</p></li><li><p>A strong US dollar</p></li><li><p>Over expansion during the stay-at-home e-commerce bubble</p></li></ul><p style=\"text-align: left;\">These are trending in the opposite direction now: inflation is falling sharply, the dollar is not as strong, and Jassy has taken control of this excess spending - all of which should become tailwinds for Amazon in 2023.</p><p style=\"text-align: left;\">Jassy focused on this cost optimisation in his shareholder letter about when it came to the rest of Amazon, being brutal when cutting off certain parts of the business that don&#39;t look like worthwhile investments, whilst still chasing those opportunities that appear attractive:</p><blockquote>Over the last several months, we took a deep look across the company, business by business, invention by invention, and asked ourselves whether we had conviction about each initiative&#39;s long-term potential to drive enough revenue, operating income, free cash flow, and return on invested capital.</blockquote><p style=\"text-align: left;\">Amazon has also laid off tens of thousands of staff members over the last year or two, and has really slowed down on its capital expenditure, as the company was just one of many that got ahead of itself during the pandemic and e-commerce boom.</p><p style=\"text-align: left;\">But I believe that the trajectory for this part of Amazon&#39;s business will be upward for most of 2023, particularly when it comes to margins, and this should provide a big boost to Amazon&#39;s bottom line.</p><h2 style=\"text-align: left;\">AMZN Stock Valuation</h2><p style=\"text-align: left;\">As with all innovative, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Amazon is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d7e6bded517e8235ed24e285a8aecc\" title=\"Author&#39;s Work / Seeking Alpha / TIKR.com\" tg-width=\"640\" tg-height=\"859\"/><span>Author&#39;s Work / Seeking Alpha / TIKR.com</span></p><p style=\"text-align: left;\">I have made a slight change in recent months to my valuation approach, as I now include analysts&#39; estimates from Seeking Alpha and TIKR in my base-case scenario to ensure any biases I might have not been taking over - plus, with a company like Amazon, these analysts will likely have access to far more information and data than I could dream of.</p><p style=\"text-align: left;\">Overall, my assumptions for the valuation model have not changed much from my previous article. I still expect Amazon to grow at a decent pace through to 2027, and believe there is plenty of opportunity for the company to keep expanding margins as AWS becomes a bigger contributor to overall revenues and the rest of Amazon starts to shake off its pandemic-induced hangover.</p><p style=\"text-align: left;\">Putting all these together, I can see Amazon shares achieving a CAGR through to 2027 of 4%, 16%, and 41% in my respective bear, base, and bull case scenarios.</p><h2 style=\"text-align: left;\">Bottom Line</h2><p style=\"text-align: left;\">In short, I&#39;m not expecting a great Q1&#39;23 report from Amazon. AWS margins will almost definitely be lower than Q4&#39;22, and growth will again almost certainly be lower - the only question is how low will it go?</p><p style=\"text-align: left;\">On the other hand, I do believe that the rest of Amazon could act as a catalyst for boosting margins, as the impact of Jassy&#39;s cost-optimisation measures starts to kick in.</p><p style=\"text-align: left;\">Perhaps most importantly, this is still an incredible business that is taking a long-term view: work <em>with</em> AWS customers, continue to invest in attractive opportunities, but trim the fat on projects that haven&#39;t been paying off.</p><p style=\"text-align: left;\">Whilst shares may be in for a rocky 2023, I still think this is an attractive price to be paying for a company that should continue to succeed for the rest of the decade, and I will reiterate my previous &#34;Buy&#34; rating on Amazon shares.</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 Q1 Preview: Near-Term Pain For AWS, Plus A Surprise Catalyst</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\">\nAmazon Q1 Preview: Near-Term Pain For AWS, Plus A Surprise Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595891-amazon-q1-2023-earnings-preview-aws-decelerating-long-term-story-attractive><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon had a year to forget in 2022, with shares tumbling 40% as the company struggled against inflation and a faltering economy.Amazon's crown jewel, AWS, continued to shine, but growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4595891-amazon-q1-2023-earnings-preview-aws-decelerating-long-term-story-attractive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4595891-amazon-q1-2023-earnings-preview-aws-decelerating-long-term-story-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155609895","content_text":"SummaryAmazon had a year to forget in 2022, with shares tumbling 40% as the company struggled against inflation and a faltering economy.Amazon's crown jewel, AWS, continued to shine, but growth and margins now look to be decelerating sharply.CEO Andy Jassy implied in his shareholder letter that investors should not expect growth or margins to rebound anytime soon for AWS.Yet I think the long-term story remains very attractive, with a potential near-term boost from margins recovering across the rest of Amazon's business lines.2023 looks set to be a very different year, and I expect this to become more clear when Amazon releases its Q1 results on Thursday.Investment ThesisBefore looking ahead to Amazon's Q1 results, I'll quickly outline the AWS-centric thesis behind my investment: AWS is a fast-growing, highly profitable business with powerful moats. This should propel Amazon to new heights, and I think AWS would be a great standalone business in its own right. The additional bonus with Amazon is everything else; this is a company with innovation running through its veins, and there's no telling which of their next avenues could create the next AWS for the business. Amazon also has plenty of potential to expand on its retail margins, which will provide an additional boost to the bottom line in the future.There is a caveat to this original thesis: although AWS is starting to slow down due to the tough macroeconomic environment, I believe that Amazon's beaten-down non-AWS divisions are going to start becoming tailwinds throughout 2023, as efficiency measures and easing inflation (especially in fulfilment) start to turn the margin decline around.StatistaSo, here's what I'll be looking out for when Amazon reports its Q1'23 earnings later this week.Amazon's Latest ExpectationsAmazon is set to report its Q1'23 results on Thursday, April 27 after the market closes, and there are several key items that investors should keep their eyes on.Starting with the headline numbers, where analysts are expecting Q1'23 revenue of $124.6B, representing YoY growth of 7.0%. This falls slightly towards the upper end of management's $121-$126B guidance offered up in Q4.Author's WorkLooking ahead to Q2'23, analysts currently expect Amazon to deliver revenue of $130.1B, which would represent YoY growth of 7.3%. Whilst it's interesting to see that analysts are still expecting Amazon to deliver half decent growth in a period of economic uncertainty, I don't think overall revenue growth will be the primary focus of Mr. Market when Amazon releases its results.In my view, the two main things that will move shares immediately after earnings are EBIT margins and AWS's growth (or lack of).If we move down the income statement to operating income, analysts are expecting Amazon to deliver EBIT of $3.14B, representing an EBIT margin of 2.5%, and a 14% YoY decline from Q1'22. This once again falls slightly above the midpoint of management's $0-$4B guidance offered in the prior quarter.Author's WorkAnalysts continue to remain hopeful that operating income and margins will pick up throughout the year, and expect Amazon to deliver Q2'23 operating profits of $4.42B, representing a 3.4% EBIT margin and an impressive 33% YoY growth.Clearly analysts are optimistic about Amazon's future margin expansion, but this upcoming earnings report will be a balancing act between two things: how hard has AWS been hit, and how much of a recovery will the rest of Amazon see?How The Tables Have TurnedAmazon's story over the past year or two has been all about how brilliant AWS has performed, delivering rapid growth and margin expansion that has helped to drive Amazon to new heights. This became even more apparent in 2022, as Amazon's non-AWS business burned through cash and it was only the profits of AWS that kept Amazon in the green.Author's WorkBut in the words of leader, entrepreneur, and all-round superstar in the world of business Michael Scott:Well, well, well… how the turntablesAnd how the turntables indeed, because the near-term trends have completely reversed: AWS is now facing a slowdown with fairly sharp margin contraction, and the worst may be over for Amazon's non-AWS business.Starting with AWS, and it's pretty clear from the below graph where the trend is heading in terms of growth.Author's WorkGoing from 40% YoY growth in Q4'21 to 20% YoY growth in Q4'22 doesn't look great, and I would expect this slowdown to continue into Q1'23.Perhaps even more concerning for Amazon shareholders is not the slowdown in AWS - this is to be expected as companies become more cautious about their spending - but the collapse of its margins.Author's WorkI can't help but feel like AWS's margins in Q1'23 will be nowhere near the 35.3% from a year ago, and may well head into the low 20 percents.On the plus side, CEO Andy Jassy addressed these headwinds in his shareholder letter, and said exactly what Amazon was going to do about AWS and the current macroeconomic difficulties:AWS has an $85B annualized revenue run rate, is still early in its adoption curve, but at a juncture where it's critical to stay focused on what matters most to customers over the long-haul.Despite growing 29% year-over-year (\"YoY\") in 2022 on a $62B revenue base, AWS faces short-term headwinds right now as companies are being more cautious in spending given the challenging, current macroeconomic conditions.While some companies might obsess over how they could extract as much money from customers as possible in these tight times, it's neither what customers want nor best for customers in the long term, so we're taking a different tack.In short, Jassy is saying that Amazon will be working with customers to try and help them in these tough times, and that is going to hurt short-term growth rates and margins for AWS.As a shareholder with a long-term view, I think this is the best approach that will lead to future success, but it may also cause some pain to Amazon's shareholders in the near term.On the other side of the coin, we have the rest of Amazon's business. As the graph below shows, margins here have absolutely collapsed over the last couple of years, and a few percentage points on hundreds of billions of dollars in revenue is a lot of profit lost.Author's WorkHowever, I think this chart also gives shareholders a reason to be optimistic. I've taken the trailing-twelve-month view on these revenues and margins, and it certainly feels as though the negative margins have 'bottomed' and we may soon see positive margins once again.Let's not forget that some of the headwinds that Amazon has faced in the past year, such as:High inflation and energy costs across its supply chainA strong US dollarOver expansion during the stay-at-home e-commerce bubbleThese are trending in the opposite direction now: inflation is falling sharply, the dollar is not as strong, and Jassy has taken control of this excess spending - all of which should become tailwinds for Amazon in 2023.Jassy focused on this cost optimisation in his shareholder letter about when it came to the rest of Amazon, being brutal when cutting off certain parts of the business that don't look like worthwhile investments, whilst still chasing those opportunities that appear attractive:Over the last several months, we took a deep look across the company, business by business, invention by invention, and asked ourselves whether we had conviction about each initiative's long-term potential to drive enough revenue, operating income, free cash flow, and return on invested capital.Amazon has also laid off tens of thousands of staff members over the last year or two, and has really slowed down on its capital expenditure, as the company was just one of many that got ahead of itself during the pandemic and e-commerce boom.But I believe that the trajectory for this part of Amazon's business will be upward for most of 2023, particularly when it comes to margins, and this should provide a big boost to Amazon's bottom line.AMZN Stock ValuationAs with all innovative, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Amazon is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Author's Work / Seeking Alpha / TIKR.comI have made a slight change in recent months to my valuation approach, as I now include analysts' estimates from Seeking Alpha and TIKR in my base-case scenario to ensure any biases I might have not been taking over - plus, with a company like Amazon, these analysts will likely have access to far more information and data than I could dream of.Overall, my assumptions for the valuation model have not changed much from my previous article. I still expect Amazon to grow at a decent pace through to 2027, and believe there is plenty of opportunity for the company to keep expanding margins as AWS becomes a bigger contributor to overall revenues and the rest of Amazon starts to shake off its pandemic-induced hangover.Putting all these together, I can see Amazon shares achieving a CAGR through to 2027 of 4%, 16%, and 41% in my respective bear, base, and bull case scenarios.Bottom LineIn short, I'm not expecting a great Q1'23 report from Amazon. AWS margins will almost definitely be lower than Q4'22, and growth will again almost certainly be lower - the only question is how low will it go?On the other hand, I do believe that the rest of Amazon could act as a catalyst for boosting margins, as the impact of Jassy's cost-optimisation measures starts to kick in.Perhaps most importantly, this is still an incredible business that is taking a long-term view: work with AWS customers, continue to invest in attractive opportunities, but trim the fat on projects that haven't been paying off.Whilst shares may be in for a rocky 2023, I still think this is an attractive price to be paying for a company that should continue to succeed for the rest of the decade, and I will reiterate my previous \"Buy\" rating on Amazon shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947096121,"gmtCreate":1682325397263,"gmtModify":1682325401059,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Cheer, may fate smile upon us!&nbsp;","listText":"Cheer, may fate smile upon us!&nbsp;","text":"Cheer, may fate smile upon us!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947096121","repostId":"2329066914","repostType":4,"repost":{"id":"2329066914","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":1682212245,"share":"https://www.laohu8.com/m/news/2329066914?lang=&edition=full","pubTime":"2023-04-23 09:10","market":"us","language":"en","title":"In 24 Hours, Elon Musk Reignited His Reputation for Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2329066914","media":"Dow Jones","summary":"In the span of 24 hours this past week, Elon Musk made three very big bets with three very different","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c549eba039eaa3fcbcda1dfdce6bd27\" tg-width=\"2000\" tg-height=\"1025\"/></p><p>In the span of 24 hours this past week, Elon Musk made three very big bets with three very different companies, together showing his penchant to plow ahead despite sizable risks.</p><p>Between Wednesday and Thursday evenings, he stripped celebrities, journalists and other high-profile users of their free, legacy verification on Twitter, risking a VIP revolt on the social-media platform. He promised that the electric-car maker Tesla Inc. would chase sales volume at the expense of profitability. And he launched SpaceX&#39;s first of its kind giant space rocket, which exploded on the way to the heavens.</p><p>In an era when risk management is a standard part of C-suite calculations, Mr. Musk has made his career and fortune tolerating the kinds of bets that would strike panic in many corporate soldiers.</p><p>Yet these new gambles come as the 51-year-old billionaire enters the stage of his entrepreneurial career when big stumbles could end up overshadowing previous triumphs and undoing what he has built.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99a06a49ec3a7a1e6c1d149036fb8f37\" tg-width=\"700\" tg-height=\"386\"/></p><p>Today&#39;s SpaceX, his rocket company, and Tesla, the electric-car maker, grew out of near misses dating back roughly 20 years. Mr. Musk has said many times he initially gave those ventures each a 10% chance of success.</p><p>He put his personal fortune into them anyway. In doing so, he weathered failed rocket launches and avoided close calls with bankruptcies. When things have looked most bleak, he has been quick to course-adjust, saying he would rather make the wrong choice than no decision, all while trying to pick up a winning momentum.</p><p>&#34;If the odds are probably in your favor, you should make as many decisions as possible within the bounds of what is executable,&#34; Mr. Musk said a few years ago. &#34;This is like being the house in Vegas. Probability is the most powerful force in the universe, which is why the house always wins. Be the house.&#34;</p><p>In 2018, for example, when Tesla&#39;s cash was running low and car production was slowed because of a mistake in overautomating his factory, Mr. Musk greenlighted an unprecedented idea to build cars under a tent outside the factory so the company could move faster in remaking its assembly line and churn out the vehicles needed to generate needed revenue. Within the year, Tesla was printing a quarterly profit.</p><p>His contrarian takes aren&#39;t always smooth.</p><p>Six months into his control of Twitter, Mr. Musk is still finding his way as he tries to remake the social-media company into something much bigger.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/202014d8f8284800770679bd3c98f3c2\" tg-width=\"700\" tg-height=\"466\"/></p><p>One part of his plan is to generate more revenue from subscriptions, opening up Twitter&#39;s so-called blue check marks to anyone willing to pay and requiring legacy designees to pony up to keep their verifications -- a move that was enforced Thursday when many users began reporting the loss of their status.</p><p>The move has pitted him against the Twitterati as he has upended the platform&#39;s social hierarchy. It has placed him on the receiving end of complaints from sports heroes, Hollywood stars and others armed with a tweet button.</p><p>Mr. Musk has described the move as democratizing the platform, but it risks alienating power tweeters who have helped make the site interesting to a broader audience. It remains to be seen whether he will end up with more revenue from the gambit, or lose users.</p><p>&#34;If most OG blue checks stop tweeting in protest of being asked to pay to create the content that Twitter lives by...Twitter dies,&#34; Nathan Hubbard, a former Twitter executive, warned last month.</p><p>At Tesla, the results of Mr. Musk&#39;s recent bet to cut prices to increase demand came into focus when the company reported first-quarter results Wednesday that showed a drop in profit of 24%.</p><p>In the midst of concern from investors, he was undeterred, doubling down on a conference call with analysts.</p><p>Mr. Musk told them he would be chasing more sales at the expense of profitability in the belief that he can eventually profit more from a large fleet of already-sold cars by eventually activating driverless technology that will generate revenue from software updates.</p><p>&#34;Tesla is in a uniquely strong strategic position because we&#39;re the only ones making cars that technically we could sell for zero profit for now and then yield actually tremendous economics in the future through autonomy,&#34; he said.</p><p>The strategy is one that runs counter to the tactic most other car companies have taken in recent years of putting a priority on profits over chasing sales crowns. And so far, Tesla hasn&#39;t demonstrated a fully autonomous vehicle to the world, though Mr. Musk has promised for several years it is near completion.</p><p>&#34;While possible, it is unclear to us that Tesla is uniquely...poised to capture the self-driving opportunity any time soon and whether its existing fleet will even be able to run&#34; fully self-driving technology, Toni Sacconaghi, an analyst at Bernstein, told investors in a note.</p><p>The risks of launching a rocket into space couldn&#39;t have been more clear than on Thursday morning, when his SpaceX Starship exploded into flames. But for him it was a good day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fa1b7631f82689f581733d6168c9bce\" tg-width=\"700\" tg-height=\"466\"/></p><p>Founded in 2002, the company formally known as Space Exploration Technologies Corp. is built on failures that engineers learned from to improve future, reusable rockets. Its first three rockets exploded, nearly sinking the company in its infancy. SpaceX eventually found success with the Falcon 9, which it used on 60 launches last year. The rocket has become crucial to the U.S. space program.</p><p>The latest effort was going to be risky, Mr. Musk had already warned. A possible explosion might damage the company&#39;s South Texas launchpad, potentially delaying future launches. Success, the company said, would be measured by what it learned to help advance the giant rocket, which is essential to Mr. Musk&#39;s quest to take people to Mars and crucial to SpaceX&#39;s business of shuttling heavy cargo to outer space.</p><p>&#34;My top hope is please, may fate smile upon us, and we clear the launchpad before anything goes wrong. That&#39;s all I&#39;m asking,&#34; Mr. Musk said in the days leading up to the launch.</p><p>When it came time Thursday, Starship managed to do just that, making it 24 miles into the sky before it exploded in what SpaceX called a &#34;rapid unscheduled disassembly.&#34;</p><p>Among the accolades that poured in after the launch, Anand Mahindra, the chairman of the Mahindra Group conglomerate, said Mr. Musk&#39;s most important contribution to business would be &#34;his powerful attitude to risk.&#34;</p><p>&#34;Most would be terminally daunted by such a &#39;failure,&#39;&#34; Mr. Mahindra said on Twitter. &#34;But when you set up each initiative as a learning experiment (and of course, have raised the resources to do so!) you essentially extend the frontiers of knowledge &amp; progress.&#34;</p><p>In the seconds after the explosion, a SpaceX video camera caught Mr. Musk as he sat quietly in his command center, where, for the briefest of moments, he flashed a sly grin.</p><p>Hours later, he tweeted, &#34;Such a great day in so many ways.&#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>In 24 Hours, Elon Musk Reignited His Reputation for Risk</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\">\nIn 24 Hours, Elon Musk Reignited His Reputation for Risk\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\">2023-04-23 09:10</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/0c549eba039eaa3fcbcda1dfdce6bd27\" tg-width=\"2000\" tg-height=\"1025\"/></p><p>In the span of 24 hours this past week, Elon Musk made three very big bets with three very different companies, together showing his penchant to plow ahead despite sizable risks.</p><p>Between Wednesday and Thursday evenings, he stripped celebrities, journalists and other high-profile users of their free, legacy verification on Twitter, risking a VIP revolt on the social-media platform. He promised that the electric-car maker Tesla Inc. would chase sales volume at the expense of profitability. And he launched SpaceX&#39;s first of its kind giant space rocket, which exploded on the way to the heavens.</p><p>In an era when risk management is a standard part of C-suite calculations, Mr. Musk has made his career and fortune tolerating the kinds of bets that would strike panic in many corporate soldiers.</p><p>Yet these new gambles come as the 51-year-old billionaire enters the stage of his entrepreneurial career when big stumbles could end up overshadowing previous triumphs and undoing what he has built.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99a06a49ec3a7a1e6c1d149036fb8f37\" tg-width=\"700\" tg-height=\"386\"/></p><p>Today&#39;s SpaceX, his rocket company, and Tesla, the electric-car maker, grew out of near misses dating back roughly 20 years. Mr. Musk has said many times he initially gave those ventures each a 10% chance of success.</p><p>He put his personal fortune into them anyway. In doing so, he weathered failed rocket launches and avoided close calls with bankruptcies. When things have looked most bleak, he has been quick to course-adjust, saying he would rather make the wrong choice than no decision, all while trying to pick up a winning momentum.</p><p>&#34;If the odds are probably in your favor, you should make as many decisions as possible within the bounds of what is executable,&#34; Mr. Musk said a few years ago. &#34;This is like being the house in Vegas. Probability is the most powerful force in the universe, which is why the house always wins. Be the house.&#34;</p><p>In 2018, for example, when Tesla&#39;s cash was running low and car production was slowed because of a mistake in overautomating his factory, Mr. Musk greenlighted an unprecedented idea to build cars under a tent outside the factory so the company could move faster in remaking its assembly line and churn out the vehicles needed to generate needed revenue. Within the year, Tesla was printing a quarterly profit.</p><p>His contrarian takes aren&#39;t always smooth.</p><p>Six months into his control of Twitter, Mr. Musk is still finding his way as he tries to remake the social-media company into something much bigger.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/202014d8f8284800770679bd3c98f3c2\" tg-width=\"700\" tg-height=\"466\"/></p><p>One part of his plan is to generate more revenue from subscriptions, opening up Twitter&#39;s so-called blue check marks to anyone willing to pay and requiring legacy designees to pony up to keep their verifications -- a move that was enforced Thursday when many users began reporting the loss of their status.</p><p>The move has pitted him against the Twitterati as he has upended the platform&#39;s social hierarchy. It has placed him on the receiving end of complaints from sports heroes, Hollywood stars and others armed with a tweet button.</p><p>Mr. Musk has described the move as democratizing the platform, but it risks alienating power tweeters who have helped make the site interesting to a broader audience. It remains to be seen whether he will end up with more revenue from the gambit, or lose users.</p><p>&#34;If most OG blue checks stop tweeting in protest of being asked to pay to create the content that Twitter lives by...Twitter dies,&#34; Nathan Hubbard, a former Twitter executive, warned last month.</p><p>At Tesla, the results of Mr. Musk&#39;s recent bet to cut prices to increase demand came into focus when the company reported first-quarter results Wednesday that showed a drop in profit of 24%.</p><p>In the midst of concern from investors, he was undeterred, doubling down on a conference call with analysts.</p><p>Mr. Musk told them he would be chasing more sales at the expense of profitability in the belief that he can eventually profit more from a large fleet of already-sold cars by eventually activating driverless technology that will generate revenue from software updates.</p><p>&#34;Tesla is in a uniquely strong strategic position because we&#39;re the only ones making cars that technically we could sell for zero profit for now and then yield actually tremendous economics in the future through autonomy,&#34; he said.</p><p>The strategy is one that runs counter to the tactic most other car companies have taken in recent years of putting a priority on profits over chasing sales crowns. And so far, Tesla hasn&#39;t demonstrated a fully autonomous vehicle to the world, though Mr. Musk has promised for several years it is near completion.</p><p>&#34;While possible, it is unclear to us that Tesla is uniquely...poised to capture the self-driving opportunity any time soon and whether its existing fleet will even be able to run&#34; fully self-driving technology, Toni Sacconaghi, an analyst at Bernstein, told investors in a note.</p><p>The risks of launching a rocket into space couldn&#39;t have been more clear than on Thursday morning, when his SpaceX Starship exploded into flames. But for him it was a good day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fa1b7631f82689f581733d6168c9bce\" tg-width=\"700\" tg-height=\"466\"/></p><p>Founded in 2002, the company formally known as Space Exploration Technologies Corp. is built on failures that engineers learned from to improve future, reusable rockets. Its first three rockets exploded, nearly sinking the company in its infancy. SpaceX eventually found success with the Falcon 9, which it used on 60 launches last year. The rocket has become crucial to the U.S. space program.</p><p>The latest effort was going to be risky, Mr. Musk had already warned. A possible explosion might damage the company&#39;s South Texas launchpad, potentially delaying future launches. Success, the company said, would be measured by what it learned to help advance the giant rocket, which is essential to Mr. Musk&#39;s quest to take people to Mars and crucial to SpaceX&#39;s business of shuttling heavy cargo to outer space.</p><p>&#34;My top hope is please, may fate smile upon us, and we clear the launchpad before anything goes wrong. That&#39;s all I&#39;m asking,&#34; Mr. Musk said in the days leading up to the launch.</p><p>When it came time Thursday, Starship managed to do just that, making it 24 miles into the sky before it exploded in what SpaceX called a &#34;rapid unscheduled disassembly.&#34;</p><p>Among the accolades that poured in after the launch, Anand Mahindra, the chairman of the Mahindra Group conglomerate, said Mr. Musk&#39;s most important contribution to business would be &#34;his powerful attitude to risk.&#34;</p><p>&#34;Most would be terminally daunted by such a &#39;failure,&#39;&#34; Mr. Mahindra said on Twitter. &#34;But when you set up each initiative as a learning experiment (and of course, have raised the resources to do so!) you essentially extend the frontiers of knowledge &amp; progress.&#34;</p><p>In the seconds after the explosion, a SpaceX video camera caught Mr. Musk as he sat quietly in his command center, where, for the briefest of moments, he flashed a sly grin.</p><p>Hours later, he tweeted, &#34;Such a great day in so many ways.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4508":"社交媒体","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329066914","content_text":"In the span of 24 hours this past week, Elon Musk made three very big bets with three very different companies, together showing his penchant to plow ahead despite sizable risks.Between Wednesday and Thursday evenings, he stripped celebrities, journalists and other high-profile users of their free, legacy verification on Twitter, risking a VIP revolt on the social-media platform. He promised that the electric-car maker Tesla Inc. would chase sales volume at the expense of profitability. And he launched SpaceX's first of its kind giant space rocket, which exploded on the way to the heavens.In an era when risk management is a standard part of C-suite calculations, Mr. Musk has made his career and fortune tolerating the kinds of bets that would strike panic in many corporate soldiers.Yet these new gambles come as the 51-year-old billionaire enters the stage of his entrepreneurial career when big stumbles could end up overshadowing previous triumphs and undoing what he has built.Today's SpaceX, his rocket company, and Tesla, the electric-car maker, grew out of near misses dating back roughly 20 years. Mr. Musk has said many times he initially gave those ventures each a 10% chance of success.He put his personal fortune into them anyway. In doing so, he weathered failed rocket launches and avoided close calls with bankruptcies. When things have looked most bleak, he has been quick to course-adjust, saying he would rather make the wrong choice than no decision, all while trying to pick up a winning momentum.\"If the odds are probably in your favor, you should make as many decisions as possible within the bounds of what is executable,\" Mr. Musk said a few years ago. \"This is like being the house in Vegas. Probability is the most powerful force in the universe, which is why the house always wins. Be the house.\"In 2018, for example, when Tesla's cash was running low and car production was slowed because of a mistake in overautomating his factory, Mr. Musk greenlighted an unprecedented idea to build cars under a tent outside the factory so the company could move faster in remaking its assembly line and churn out the vehicles needed to generate needed revenue. Within the year, Tesla was printing a quarterly profit.His contrarian takes aren't always smooth.Six months into his control of Twitter, Mr. Musk is still finding his way as he tries to remake the social-media company into something much bigger.One part of his plan is to generate more revenue from subscriptions, opening up Twitter's so-called blue check marks to anyone willing to pay and requiring legacy designees to pony up to keep their verifications -- a move that was enforced Thursday when many users began reporting the loss of their status.The move has pitted him against the Twitterati as he has upended the platform's social hierarchy. It has placed him on the receiving end of complaints from sports heroes, Hollywood stars and others armed with a tweet button.Mr. Musk has described the move as democratizing the platform, but it risks alienating power tweeters who have helped make the site interesting to a broader audience. It remains to be seen whether he will end up with more revenue from the gambit, or lose users.\"If most OG blue checks stop tweeting in protest of being asked to pay to create the content that Twitter lives by...Twitter dies,\" Nathan Hubbard, a former Twitter executive, warned last month.At Tesla, the results of Mr. Musk's recent bet to cut prices to increase demand came into focus when the company reported first-quarter results Wednesday that showed a drop in profit of 24%.In the midst of concern from investors, he was undeterred, doubling down on a conference call with analysts.Mr. Musk told them he would be chasing more sales at the expense of profitability in the belief that he can eventually profit more from a large fleet of already-sold cars by eventually activating driverless technology that will generate revenue from software updates.\"Tesla is in a uniquely strong strategic position because we're the only ones making cars that technically we could sell for zero profit for now and then yield actually tremendous economics in the future through autonomy,\" he said.The strategy is one that runs counter to the tactic most other car companies have taken in recent years of putting a priority on profits over chasing sales crowns. And so far, Tesla hasn't demonstrated a fully autonomous vehicle to the world, though Mr. Musk has promised for several years it is near completion.\"While possible, it is unclear to us that Tesla is uniquely...poised to capture the self-driving opportunity any time soon and whether its existing fleet will even be able to run\" fully self-driving technology, Toni Sacconaghi, an analyst at Bernstein, told investors in a note.The risks of launching a rocket into space couldn't have been more clear than on Thursday morning, when his SpaceX Starship exploded into flames. But for him it was a good day.Founded in 2002, the company formally known as Space Exploration Technologies Corp. is built on failures that engineers learned from to improve future, reusable rockets. Its first three rockets exploded, nearly sinking the company in its infancy. SpaceX eventually found success with the Falcon 9, which it used on 60 launches last year. The rocket has become crucial to the U.S. space program.The latest effort was going to be risky, Mr. Musk had already warned. A possible explosion might damage the company's South Texas launchpad, potentially delaying future launches. Success, the company said, would be measured by what it learned to help advance the giant rocket, which is essential to Mr. Musk's quest to take people to Mars and crucial to SpaceX's business of shuttling heavy cargo to outer space.\"My top hope is please, may fate smile upon us, and we clear the launchpad before anything goes wrong. That's all I'm asking,\" Mr. Musk said in the days leading up to the launch.When it came time Thursday, Starship managed to do just that, making it 24 miles into the sky before it exploded in what SpaceX called a \"rapid unscheduled disassembly.\"Among the accolades that poured in after the launch, Anand Mahindra, the chairman of the Mahindra Group conglomerate, said Mr. Musk's most important contribution to business would be \"his powerful attitude to risk.\"\"Most would be terminally daunted by such a 'failure,'\" Mr. Mahindra said on Twitter. \"But when you set up each initiative as a learning experiment (and of course, have raised the resources to do so!) you essentially extend the frontiers of knowledge & progress.\"In the seconds after the explosion, a SpaceX video camera caught Mr. Musk as he sat quietly in his command center, where, for the briefest of moments, he flashed a sly grin.Hours later, he tweeted, \"Such a great day in so many ways.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944767486,"gmtCreate":1682188942546,"gmtModify":1682188947077,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Actually this is quite exciting&nbsp; and fun play, but you know ,&nbsp;you might loss a lot at the end.&nbsp;&nbsp;","listText":"Actually this is quite exciting&nbsp; and fun play, but you know ,&nbsp;you might loss a lot at the end.&nbsp;&nbsp;","text":"Actually this is quite exciting and fun play, but you know , you might loss a lot at the end.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944767486","repostId":"2329008911","repostType":4,"repost":{"id":"2329008911","pubTimestamp":1682088000,"share":"https://www.laohu8.com/m/news/2329008911?lang=&edition=full","pubTime":"2023-04-21 22:40","market":"us","language":"en","title":"Day Traders Lose $358,000 Per Day Gambling on Zero-Day Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2329008911","media":"Bloomberg","summary":"New study tallies retail’s misfortune during the trading boomResearchers warn about growing risk sho","content":"<html><head></head><body><ul><li><p>New study tallies retail’s misfortune during the trading boom</p></li><li><p>Researchers warn about growing risk should 0DTE broaden out</p></li></ul><p>Day traders are paying a price for their newfound love affair with one of the hottest trades in the equity market. </p><p>Rushing to join the trading frenzy in options with ultra-short lifespans, known as 0DTE for zero-days to expiration, small-time investors find themselves struggling to make it work. A fresh study from researchers at the University of Muenster in Germany shows the crowd may have lost $358,000 a day since May 2022, when it became possible to trade expiring contracts every day. </p><p>The record is alarming, but probably not a huge surprise. By one estimate, amateur investors took a billion-dollar bath dabbling in stock options during the pandemic boom. The new game of 0DTE is more challenging in many ways, among them the tight timeframe in which wagers need to work out. </p><p>The paper, titled Retail Traders Love 0DTE Options... But Should They?, is a reminder to investors and regulators alike that the latest investment innovations may not always be suitable for everyone. </p><p>“We are seeing the study as a cautionary tale,” Heiner Beckmeyer, who co-authored the study along with Nicole Branger and Leander Gayda, said in an interview. “These 0DTE options have huge leverage. They’re a one-or-zero bet, so you have the opportunity to make a lot of money, but you also have the opportunity to lose a lot. And that’s what we find in the paper that on average, it seems to be to the detriment of these retail investors.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3af0d64d4e37ada72f8b532dd95fa17\" alt=\"Source: “Retail Traders Love 0DTE Options... But Should They?” by Heiner Beckmeyer, Nicole Branger and Leander Gayda\" title=\"Source: “Retail Traders Love 0DTE Options... But Should They?” by Heiner Beckmeyer, Nicole Branger and Leander Gayda\" tg-width=\"1000\" tg-height=\"471\"/><span>Source: “Retail Traders Love 0DTE Options... But Should They?” by Heiner Beckmeyer, Nicole Branger and Leander Gayda</span></p><p>Zero-day options first garnered mainstream attention when retail investors embraced them as a cheap way of gambling during the meme-stock era in 2021. While the current craze involves indexes like the S&amp;P 500 and has been driven by professional traders, 0DTE’s high-risk, high-reward potential — and potentially quick payoff — appeals profoundly to amateurs too. </p><p>By the researchers’ estimate, the retail crowd’s market share in 0DTE trading volume has expanded, topping 6% in 2022 versus 4% in the prior year. Among all of the cohort’s trades in S&amp;P 500 options, such flashy contracts make up more than 75% of the total. </p><p>For all the engagement, however, the wagers largely failed to pay off. </p><p>While they did fairly well writing options, decisions to buy them suffered badly. All told, day traders lost $20 million as a result of poor positioning in about two years through February 2023. The bill climbed to more than $70 million when the cost of doing business with market makers was factored in. </p><p>To be sure, it’s not easy to make money in a new instrument that even Wall Street pros don’t seem to fully understand. To have an edge, one has to be extremely vigilant and nimble — and probably lucky. </p><p>A JPMorgan Chase &amp; Co. analysis showed that while buying or selling 0DTE options tended to be profitable in the first 10 minutes of trading, two-thirds of the gains came in the first minute. </p><p>In the study by the University of Muenster researchers, they tracked all 0DTE transactions that were identified as being initiated by retail, netted them out as orders came in, and tallied a return at the end of each day.  </p><p>They found the day-trader army has lost money on a net basis every month since Cboe Global Markets Inc. added Tuesday and Thursday expiration options for the S&amp;P 500, expanding existing products to cover each weekday.</p><p>“Their hunger for lottery-like assets leads to large aggregate losses,” the researchers wrote in the paper. “Should daily expirations be rolled out for single equity options, the potential losses retail investors face are amplified manifold.”</p><p>Cboe didn’t respond to a request for comment. </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>Day Traders Lose $358,000 Per Day Gambling on Zero-Day Options</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\">\nDay Traders Lose $358,000 Per Day Gambling on Zero-Day Options\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-21 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-21/day-traders-lose-358-000-per-day-gambling-on-zero-day-options?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New study tallies retail’s misfortune during the trading boomResearchers warn about growing risk should 0DTE broaden outDay traders are paying a price for their newfound love affair with one of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-21/day-traders-lose-358-000-per-day-gambling-on-zero-day-options?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓",".DJI":"道琼斯","CBOE":"芝加哥期权交易所","BK4532":"文艺复兴科技持仓","BK4588":"碎股","BK4112":"金融交易所和数据",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-21/day-traders-lose-358-000-per-day-gambling-on-zero-day-options?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329008911","content_text":"New study tallies retail’s misfortune during the trading boomResearchers warn about growing risk should 0DTE broaden outDay traders are paying a price for their newfound love affair with one of the hottest trades in the equity market. Rushing to join the trading frenzy in options with ultra-short lifespans, known as 0DTE for zero-days to expiration, small-time investors find themselves struggling to make it work. A fresh study from researchers at the University of Muenster in Germany shows the crowd may have lost $358,000 a day since May 2022, when it became possible to trade expiring contracts every day. The record is alarming, but probably not a huge surprise. By one estimate, amateur investors took a billion-dollar bath dabbling in stock options during the pandemic boom. The new game of 0DTE is more challenging in many ways, among them the tight timeframe in which wagers need to work out. The paper, titled Retail Traders Love 0DTE Options... But Should They?, is a reminder to investors and regulators alike that the latest investment innovations may not always be suitable for everyone. “We are seeing the study as a cautionary tale,” Heiner Beckmeyer, who co-authored the study along with Nicole Branger and Leander Gayda, said in an interview. “These 0DTE options have huge leverage. They’re a one-or-zero bet, so you have the opportunity to make a lot of money, but you also have the opportunity to lose a lot. And that’s what we find in the paper that on average, it seems to be to the detriment of these retail investors.”Source: “Retail Traders Love 0DTE Options... But Should They?” by Heiner Beckmeyer, Nicole Branger and Leander GaydaZero-day options first garnered mainstream attention when retail investors embraced them as a cheap way of gambling during the meme-stock era in 2021. While the current craze involves indexes like the S&P 500 and has been driven by professional traders, 0DTE’s high-risk, high-reward potential — and potentially quick payoff — appeals profoundly to amateurs too. By the researchers’ estimate, the retail crowd’s market share in 0DTE trading volume has expanded, topping 6% in 2022 versus 4% in the prior year. Among all of the cohort’s trades in S&P 500 options, such flashy contracts make up more than 75% of the total. For all the engagement, however, the wagers largely failed to pay off. While they did fairly well writing options, decisions to buy them suffered badly. All told, day traders lost $20 million as a result of poor positioning in about two years through February 2023. The bill climbed to more than $70 million when the cost of doing business with market makers was factored in. To be sure, it’s not easy to make money in a new instrument that even Wall Street pros don’t seem to fully understand. To have an edge, one has to be extremely vigilant and nimble — and probably lucky. A JPMorgan Chase & Co. analysis showed that while buying or selling 0DTE options tended to be profitable in the first 10 minutes of trading, two-thirds of the gains came in the first minute. In the study by the University of Muenster researchers, they tracked all 0DTE transactions that were identified as being initiated by retail, netted them out as orders came in, and tallied a return at the end of each day.  They found the day-trader army has lost money on a net basis every month since Cboe Global Markets Inc. added Tuesday and Thursday expiration options for the S&P 500, expanding existing products to cover each weekday.“Their hunger for lottery-like assets leads to large aggregate losses,” the researchers wrote in the paper. “Should daily expirations be rolled out for single equity options, the potential losses retail investors face are amplified manifold.”Cboe didn’t respond to a request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949384355,"gmtCreate":1678369088678,"gmtModify":1678369092619,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"I wonder is this consider good new or worse new to weak heart of investors???","listText":"I wonder is this consider good new or worse new to weak heart of investors???","text":"I wonder is this consider good new or worse new to weak heart of investors???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949384355","repostId":"1196882656","repostType":4,"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949386283,"gmtCreate":1678368408042,"gmtModify":1678368412437,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"I Don't think it'll work well now.&nbsp;","listText":"I Don't think it'll work well now.&nbsp;","text":"I Don't think it'll work well now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949386283","repostId":"2318723995","repostType":4,"repost":{"id":"2318723995","pubTimestamp":1678324755,"share":"https://www.laohu8.com/m/news/2318723995?lang=&edition=full","pubTime":"2023-03-09 09:19","market":"us","language":"en","title":"Biden to Urge 25% Billionaire Tax, Levies on Rich Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2318723995","media":"Bloomberg","summary":"Capital gain rates would nearly double in president’s planBiden seeks to roll back Trump tax breaks ","content":"<html><head></head><body><ul><li>Capital gain rates would nearly double in president’s plan</li><li>Biden seeks to roll back Trump tax breaks on business, rich</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d76c47d811771a7e7455a99bc0fbe21\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Joe Biden  Photographer: Stephanie Keith/Bloomberg</span></p><p>President Joe Biden is proposing a series of new tax increases on billionaires, rich investors and corporations in his latest proposal for how Congress should prioritize taxes and spending.</p><p>Biden’s budget request to Congress, which is slated to be released Thursday, calls for a 25% minimum tax on billionaires, according to a White House official familiar with the proposal who declined to be named because the plan is not yet public. The plan would also nearly double the capital gains tax rate for investment to 39.6% from 20% and raise income levies on corporations and wealthy Americans.</p><p>The proposal, which is largely a reprise of Biden’s multi-trillion dollar Build Back Better economic package, has little chance of passing Congress, particularly now that Republicans control the House of Representatives. Biden was unable to pass similar tax increases when Democrats enjoyed control of both chambers of Congress, instead settling for slimmed down legislation focusing on energy and health policy known as the Inflation Reduction Act.</p><p>But the White House’s proposal foreshadows both Democrats’ strategy ahead of high-stakes negotiations over the debt ceiling and government spending later this year, as well as the economic platform underpinning an expected Biden reelection campaign.</p><p>Administration officials argue that the proposals show a commitment to cutting the deficit — projecting that Biden’s budget would slash $3 trillion largely through increased revenues over the next decade — and represent a politically popular return to tax levels in place before former President Donald Trump’s tax reform legislation. Taxes on the wealthy and large corporations have been a rallying cry for progressives for years and polls repeatedly show they are favored by a majority of Americans.</p><p>House Speaker Kevin McCarthy immediately dismissed Biden’s plans to increase levies, telling reporters Wednesday “I do not believe raising taxes is the answer.”</p><p>The Biden proposal would require that the richest 0.01% of Americans pay at least a 25% tax rate. It would also increase the top tax rate for Americans making $400,000 to 39.6% from 37%, reversing one of Trump’s tax cuts — though tax rates for those making below that amount would remain untouched. It additionally calls for investors making at least $1 million to pay that 39.6% on their long-term investments, which are currently taxed at a 20% rate.</p><p>The proposal would increase the corporate tax rate to 28% from 21%, undoing another signature Trump tax change. It would also eliminate a loophole that business owners and higher-earners can exploit to avoid paying levies for the Medicare Hospital Insurance Trust Fund on more of their income. White House officials so far have not indicated that Biden’s budget includes new Social Security payroll taxes on wages above $400,000, which some Democrats have proposed to shore up the program.</p><h2>Private Equity, Crypto</h2><p>Biden is also calling for an end to valuable industry-specific tax breaks for private equity fund managers, oil companies, as well as investors in crypto and real estate, in his upcoming budget proposal, according to a summary of the plan. Eliminating these would upend the economics of many real estate and investment-fund deals — forcing Wall Street to reinvent the way that many transactions have been done for decades — if they were to become law.</p><p>Biden is proposing eliminating the carried-interest tax break, which allows private equity managers and venture capitalists to pay lower rates on their earnings from the investments they make.</p><p>The Biden plan also ends a longstanding tax break for real estate investors who can avoid paying capital gains taxes on their profits if they continue to invest the proceeds in other properties.</p><p>The administration is also calling to end a break that allows crypto investors to sell their assets at a loss — generating big tax savings — and then immediately repurchase those currencies.</p><p>In addition, all special tax preferences for oil and gas companies would be terminated, saving $31 billion.</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>Biden to Urge 25% Billionaire Tax, Levies on Rich Investors</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\">\nBiden to Urge 25% Billionaire Tax, Levies on Rich Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-09/biden-to-urge-25-billionaire-tax-big-levies-on-rich-investors?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Capital gain rates would nearly double in president’s planBiden seeks to roll back Trump tax breaks on business, richJoe Biden  Photographer: Stephanie Keith/BloombergPresident Joe Biden is proposing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-09/biden-to-urge-25-billionaire-tax-big-levies-on-rich-investors?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4111":"出版","BK4585":"ETF&股票定投概念",".DJI":"道琼斯","BK4588":"碎股","BK4211":"区域性银行",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-09/biden-to-urge-25-billionaire-tax-big-levies-on-rich-investors?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318723995","content_text":"Capital gain rates would nearly double in president’s planBiden seeks to roll back Trump tax breaks on business, richJoe Biden  Photographer: Stephanie Keith/BloombergPresident Joe Biden is proposing a series of new tax increases on billionaires, rich investors and corporations in his latest proposal for how Congress should prioritize taxes and spending.Biden’s budget request to Congress, which is slated to be released Thursday, calls for a 25% minimum tax on billionaires, according to a White House official familiar with the proposal who declined to be named because the plan is not yet public. The plan would also nearly double the capital gains tax rate for investment to 39.6% from 20% and raise income levies on corporations and wealthy Americans.The proposal, which is largely a reprise of Biden’s multi-trillion dollar Build Back Better economic package, has little chance of passing Congress, particularly now that Republicans control the House of Representatives. Biden was unable to pass similar tax increases when Democrats enjoyed control of both chambers of Congress, instead settling for slimmed down legislation focusing on energy and health policy known as the Inflation Reduction Act.But the White House’s proposal foreshadows both Democrats’ strategy ahead of high-stakes negotiations over the debt ceiling and government spending later this year, as well as the economic platform underpinning an expected Biden reelection campaign.Administration officials argue that the proposals show a commitment to cutting the deficit — projecting that Biden’s budget would slash $3 trillion largely through increased revenues over the next decade — and represent a politically popular return to tax levels in place before former President Donald Trump’s tax reform legislation. Taxes on the wealthy and large corporations have been a rallying cry for progressives for years and polls repeatedly show they are favored by a majority of Americans.House Speaker Kevin McCarthy immediately dismissed Biden’s plans to increase levies, telling reporters Wednesday “I do not believe raising taxes is the answer.”The Biden proposal would require that the richest 0.01% of Americans pay at least a 25% tax rate. It would also increase the top tax rate for Americans making $400,000 to 39.6% from 37%, reversing one of Trump’s tax cuts — though tax rates for those making below that amount would remain untouched. It additionally calls for investors making at least $1 million to pay that 39.6% on their long-term investments, which are currently taxed at a 20% rate.The proposal would increase the corporate tax rate to 28% from 21%, undoing another signature Trump tax change. It would also eliminate a loophole that business owners and higher-earners can exploit to avoid paying levies for the Medicare Hospital Insurance Trust Fund on more of their income. White House officials so far have not indicated that Biden’s budget includes new Social Security payroll taxes on wages above $400,000, which some Democrats have proposed to shore up the program.Private Equity, CryptoBiden is also calling for an end to valuable industry-specific tax breaks for private equity fund managers, oil companies, as well as investors in crypto and real estate, in his upcoming budget proposal, according to a summary of the plan. Eliminating these would upend the economics of many real estate and investment-fund deals — forcing Wall Street to reinvent the way that many transactions have been done for decades — if they were to become law.Biden is proposing eliminating the carried-interest tax break, which allows private equity managers and venture capitalists to pay lower rates on their earnings from the investments they make.The Biden plan also ends a longstanding tax break for real estate investors who can avoid paying capital gains taxes on their profits if they continue to invest the proceeds in other properties.The administration is also calling to end a break that allows crypto investors to sell their assets at a loss — generating big tax savings — and then immediately repurchase those currencies.In addition, all special tax preferences for oil and gas companies would be terminated, saving $31 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957673636,"gmtCreate":1677245910226,"gmtModify":1677245914255,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"It's wonderful to hear that .","listText":"It's wonderful to hear that .","text":"It's wonderful to hear that .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957673636","repostId":"1177504250","repostType":4,"repost":{"id":"1177504250","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":1677229738,"share":"https://www.laohu8.com/m/news/1177504250?lang=&edition=full","pubTime":"2023-02-24 17:08","market":"us","language":"en","title":"MercadoLibre Stock Gains 4.7% After South American E-Commerce Giant Swings to Quarterly Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=1177504250","media":"Tiger Newspress","summary":"South American e-commerce giant MercadoLibre Inc reported a fourth-quarter net profit of $164.7 mill","content":"<html><head></head><body><p>South American e-commerce giant MercadoLibre Inc reported a fourth-quarter net profit of $164.7 million on Thursday, recovering from a loss a year earlier and beating forecasts on the back of strong growth from its fintech unit.</p><p>The shares gained 4.7% in premarket trading Friday.</p><p><img src=\"https://static.tigerbbs.com/d661c5b71bbee099c43b7eaeeca1e45e\" tg-width=\"857\" tg-height=\"623\" width=\"100%\" height=\"auto\"/></p><p>The fourth quarter marked an earnings record for MercadoLibre&#39;s e-commerce and fintech businesses despite uncertainty over consumption, interest rates and inflation, the Argentina-based company, also called MELI, said in a statement.</p><p>MELI executives said they expect e-commerce growth in major markets Brazil and Mexico to land somewhere in the &#34;mid- to high-teens&#34; this year, speaking on a call with analysts.</p><p>In the year-ago period, MELI lost more than $46 million.</p><p>The company, which operates in 18 countries across Latin America, posted net revenue of $3.0 billion for the October-to-December period, slightly above a Refinitiv estimate of $2.9 billion.</p><p>The result surprised some analysts.</p><p>&#34;It underscores MELI&#39;s ability to grow market share while considerably expanding margins,&#34; Citi analysts said in a research note.</p><p>MELI&#39;s fintech unit, in particular, showed significant revenue growth, up nearly 74% in U.S. dollar terms, to reach $1.3 billion, helped by the consolidation of financial services across Latin America.</p><p>Total Payment Volume (TPV) via Mercado Pago grew by more than 45% in dollar terms (80% in constant currency) to $36.0 billion.</p><p>Meanwhile, the company&#39;s loan portfolio jumped 65% from a year earlier to $2.8 billion during the quarter.</p><p>Net revenue from commerce hit $1.7 billion, or up 22% in U.S. dollar terms during the three-month period.</p><p>The company added that gross merchandise volume (GMV) - a key metric in the e-commerce industry - rose nearly 21% in U.S. dollars to $9.6 billion.</p><p>&#34;We strengthened our leadership position in e-commerce, gaining market share throughout the operation, especially in Brazil and Mexico,&#34; said Chief Financial Officer Pedro Arnt.</p><p>By the end of last year, MercadoLibre claimed 96.6 million unique active users, an 18% rise on a year earlier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MercadoLibre Stock Gains 4.7% After South American E-Commerce Giant Swings to Quarterly Profit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMercadoLibre Stock Gains 4.7% After South American E-Commerce Giant Swings to Quarterly Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-24 17:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>South American e-commerce giant MercadoLibre Inc reported a fourth-quarter net profit of $164.7 million on Thursday, recovering from a loss a year earlier and beating forecasts on the back of strong growth from its fintech unit.</p><p>The shares gained 4.7% in premarket trading Friday.</p><p><img src=\"https://static.tigerbbs.com/d661c5b71bbee099c43b7eaeeca1e45e\" tg-width=\"857\" tg-height=\"623\" width=\"100%\" height=\"auto\"/></p><p>The fourth quarter marked an earnings record for MercadoLibre&#39;s e-commerce and fintech businesses despite uncertainty over consumption, interest rates and inflation, the Argentina-based company, also called MELI, said in a statement.</p><p>MELI executives said they expect e-commerce growth in major markets Brazil and Mexico to land somewhere in the &#34;mid- to high-teens&#34; this year, speaking on a call with analysts.</p><p>In the year-ago period, MELI lost more than $46 million.</p><p>The company, which operates in 18 countries across Latin America, posted net revenue of $3.0 billion for the October-to-December period, slightly above a Refinitiv estimate of $2.9 billion.</p><p>The result surprised some analysts.</p><p>&#34;It underscores MELI&#39;s ability to grow market share while considerably expanding margins,&#34; Citi analysts said in a research note.</p><p>MELI&#39;s fintech unit, in particular, showed significant revenue growth, up nearly 74% in U.S. dollar terms, to reach $1.3 billion, helped by the consolidation of financial services across Latin America.</p><p>Total Payment Volume (TPV) via Mercado Pago grew by more than 45% in dollar terms (80% in constant currency) to $36.0 billion.</p><p>Meanwhile, the company&#39;s loan portfolio jumped 65% from a year earlier to $2.8 billion during the quarter.</p><p>Net revenue from commerce hit $1.7 billion, or up 22% in U.S. dollar terms during the three-month period.</p><p>The company added that gross merchandise volume (GMV) - a key metric in the e-commerce industry - rose nearly 21% in U.S. dollars to $9.6 billion.</p><p>&#34;We strengthened our leadership position in e-commerce, gaining market share throughout the operation, especially in Brazil and Mexico,&#34; said Chief Financial Officer Pedro Arnt.</p><p>By the end of last year, MercadoLibre claimed 96.6 million unique active users, an 18% rise on a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177504250","content_text":"South American e-commerce giant MercadoLibre Inc reported a fourth-quarter net profit of $164.7 million on Thursday, recovering from a loss a year earlier and beating forecasts on the back of strong growth from its fintech unit.The shares gained 4.7% in premarket trading Friday.The fourth quarter marked an earnings record for MercadoLibre's e-commerce and fintech businesses despite uncertainty over consumption, interest rates and inflation, the Argentina-based company, also called MELI, said in a statement.MELI executives said they expect e-commerce growth in major markets Brazil and Mexico to land somewhere in the \"mid- to high-teens\" this year, speaking on a call with analysts.In the year-ago period, MELI lost more than $46 million.The company, which operates in 18 countries across Latin America, posted net revenue of $3.0 billion for the October-to-December period, slightly above a Refinitiv estimate of $2.9 billion.The result surprised some analysts.\"It underscores MELI's ability to grow market share while considerably expanding margins,\" Citi analysts said in a research note.MELI's fintech unit, in particular, showed significant revenue growth, up nearly 74% in U.S. dollar terms, to reach $1.3 billion, helped by the consolidation of financial services across Latin America.Total Payment Volume (TPV) via Mercado Pago grew by more than 45% in dollar terms (80% in constant currency) to $36.0 billion.Meanwhile, the company's loan portfolio jumped 65% from a year earlier to $2.8 billion during the quarter.Net revenue from commerce hit $1.7 billion, or up 22% in U.S. dollar terms during the three-month period.The company added that gross merchandise volume (GMV) - a key metric in the e-commerce industry - rose nearly 21% in U.S. dollars to $9.6 billion.\"We strengthened our leadership position in e-commerce, gaining market share throughout the operation, especially in Brazil and Mexico,\" said Chief Financial Officer Pedro Arnt.By the end of last year, MercadoLibre claimed 96.6 million unique active users, an 18% rise on a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957854227,"gmtCreate":1677175407269,"gmtModify":1677175410459,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Option movements&nbsp; is unpredictable.&nbsp;&nbsp;","listText":"Option movements&nbsp; is unpredictable.&nbsp;&nbsp;","text":"Option movements is unpredictable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957854227","repostId":"1165920615","repostType":4,"repost":{"id":"1165920615","pubTimestamp":1677145215,"share":"https://www.laohu8.com/m/news/1165920615?lang=&edition=full","pubTime":"2023-02-23 17:40","market":"us","language":"en","title":"Bank of America Says Options-Driven \"Volmageddon 2.0\" Warning Is Overblown","url":"https://stock-news.laohu8.com/highlight/detail?id=1165920615","media":"Bloomberg","summary":"Bank says investor positioning is more balanced than in 2018‘Hurdle rate to get major shock is much ","content":"<html><head></head><body><ul><li>Bank says investor positioning is more balanced than in 2018</li><li>‘Hurdle rate to get major shock is much higher,’ says Saksena</li></ul><p>A week after JPMorgan Chase &amp; Co.’s Marko Kolanovic issued a “Volmageddon 2.0” warning on the explosive rise in short-dated options, Bank of America Corp. strategists are pushing back.</p><p>Investor positioning in hot derivative-powered trades — like S&amp;P 500 contracts that expire within 24 hours — looks less threatening to the wider marketplace compared with the mania that led up to the 2018 volatility rout, per BofA.</p><p>The sanguine conclusion takes aim at the likes of Kolanovic, who has issued what’s likely the loudest alarm on the boom in so-called zero-day-to-expiry options, or 0DTE. In the telling of the widely followed Wall Street quant, these fast-twitch options threaten to spur broader stock volatility, largely thanks to the hedging activity of dealers.</p><p>The reality is more nuanced, according to BofA strategists including Nitin Saksena. Given short-term options are used in so many different strategies, if one investing style were to falter, the shock to the broader equity market would likely be manageable.</p><p>Some are “raising the alarm that directional end-users are net short out-of-the-money 0DTEs, thus sowing the seeds for a ‘tail wags the dog’ event akin to the Feb-18 ‘Volmageddon,’” the strategists wrote in a note. “The evidence so far suggests that 0DTE positioning is more balanced/complex than a market that is simply one-way short tails.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9ea4cfc60ff79213eddb84ab4d86543\" tg-width=\"800\" tg-height=\"676\" width=\"100%\" height=\"auto\"/><span>Source: BofA</span></p><p>The rise of 0DTE options since mid-2022 has been often blamed for amplifying moves in underlying assets. By BofA’s estimate, such contracts now make up 40% to 45% of the index’s daily trading volume on average, up from 21% in 2021.</p><p>In Kolanovic’s view, the risk involves options dealers, who take the other side of trades and must buy and sell stocks to keep a market-neutral stance. On a big down day, such intraday selling would reach $30 billion, his model showed.</p><p>Not so fast, per BofA. To Saksena, the extreme investor positioning emboldened the 2018 “Volmageddon” episode, where everyone was betting on a decline in volatility that left the market vulnerable to a violent reversal.</p><p>Back then, the main culprits were exchange-traded products designed to pay investors the inverse of equity volatility. When turbulence in stocks ramped up in early February of that year, it triggered a snowballing effect that eventually sent many such strategies hurtling toward worthlessness, contributing to a 10% plunge in the S&amp;P 500 over two weeks.</p><p>Right now, the ingredients for a market shock, such as extremely one-sided positioning, are largely absent, according to BofA’s Saksena. Take implied volatility, a gauge of the cost of options. For 0DTE contracts, they typically fetch a pricing premium that’s 2.5 times larger for longer-dated S&amp;P 500 options — a level that the team said is “likely inconsistent with a market that has been overrun by option sellers.”</p><p>A JPMorgan spokesperson declined to comment on BofA’s market views.</p><p>Predicting equity moves in the modern era of fast trading has been nothing but vexing, not least when it comes to the threats posed by technical forces like dealer positioning. Oft-dreaded crashes typically fail to ensue, or break out in unexpected ways, making life harder for professional forecasters.</p><p>In any case, after tracking order flows over the day, Saksena and his colleagues found traders tend to buy options in the morning and dump them in the afternoon. The pattern applies to bullish and bearish contacts alike, again suggesting it’s not a one-way market.</p><p>Whether it’s calls or puts, owning S&amp;P 500 options during one-hour intraday intervals would have made money, according to the bank’s study. To Saksena, that’s adding an incentive for investors to place wagers in both directions, as opposed to leaning one way that potentially exposes the market to trauma.</p><p>In 2018, “it had all the signs of a market that was very one-way short, and you knew if there was some catalyst that could light the spark. There was a huge risk waiting to unfold,” Saksena said by phone. “Right now, with positioning seeming to be more balanced — you could still get some intraday gap moves or surprising mean reversion that defies fundamentals — the hurdle rate to get a major shock is much higher.”</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>Bank of America Says Options-Driven \"Volmageddon 2.0\" Warning Is Overblown</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\">\nBank of America Says Options-Driven \"Volmageddon 2.0\" Warning Is Overblown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-22/bofa-says-options-driven-volmageddon-2-0-warning-is-overblown?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank says investor positioning is more balanced than in 2018‘Hurdle rate to get major shock is much higher,’ says SaksenaA week after JPMorgan Chase & Co.’s Marko Kolanovic issued a “Volmageddon 2.0” ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-22/bofa-says-options-driven-volmageddon-2-0-warning-is-overblown?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-22/bofa-says-options-driven-volmageddon-2-0-warning-is-overblown?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165920615","content_text":"Bank says investor positioning is more balanced than in 2018‘Hurdle rate to get major shock is much higher,’ says SaksenaA week after JPMorgan Chase & Co.’s Marko Kolanovic issued a “Volmageddon 2.0” warning on the explosive rise in short-dated options, Bank of America Corp. strategists are pushing back.Investor positioning in hot derivative-powered trades — like S&P 500 contracts that expire within 24 hours — looks less threatening to the wider marketplace compared with the mania that led up to the 2018 volatility rout, per BofA.The sanguine conclusion takes aim at the likes of Kolanovic, who has issued what’s likely the loudest alarm on the boom in so-called zero-day-to-expiry options, or 0DTE. In the telling of the widely followed Wall Street quant, these fast-twitch options threaten to spur broader stock volatility, largely thanks to the hedging activity of dealers.The reality is more nuanced, according to BofA strategists including Nitin Saksena. Given short-term options are used in so many different strategies, if one investing style were to falter, the shock to the broader equity market would likely be manageable.Some are “raising the alarm that directional end-users are net short out-of-the-money 0DTEs, thus sowing the seeds for a ‘tail wags the dog’ event akin to the Feb-18 ‘Volmageddon,’” the strategists wrote in a note. “The evidence so far suggests that 0DTE positioning is more balanced/complex than a market that is simply one-way short tails.”Source: BofAThe rise of 0DTE options since mid-2022 has been often blamed for amplifying moves in underlying assets. By BofA’s estimate, such contracts now make up 40% to 45% of the index’s daily trading volume on average, up from 21% in 2021.In Kolanovic’s view, the risk involves options dealers, who take the other side of trades and must buy and sell stocks to keep a market-neutral stance. On a big down day, such intraday selling would reach $30 billion, his model showed.Not so fast, per BofA. To Saksena, the extreme investor positioning emboldened the 2018 “Volmageddon” episode, where everyone was betting on a decline in volatility that left the market vulnerable to a violent reversal.Back then, the main culprits were exchange-traded products designed to pay investors the inverse of equity volatility. When turbulence in stocks ramped up in early February of that year, it triggered a snowballing effect that eventually sent many such strategies hurtling toward worthlessness, contributing to a 10% plunge in the S&P 500 over two weeks.Right now, the ingredients for a market shock, such as extremely one-sided positioning, are largely absent, according to BofA’s Saksena. Take implied volatility, a gauge of the cost of options. For 0DTE contracts, they typically fetch a pricing premium that’s 2.5 times larger for longer-dated S&P 500 options — a level that the team said is “likely inconsistent with a market that has been overrun by option sellers.”A JPMorgan spokesperson declined to comment on BofA’s market views.Predicting equity moves in the modern era of fast trading has been nothing but vexing, not least when it comes to the threats posed by technical forces like dealer positioning. Oft-dreaded crashes typically fail to ensue, or break out in unexpected ways, making life harder for professional forecasters.In any case, after tracking order flows over the day, Saksena and his colleagues found traders tend to buy options in the morning and dump them in the afternoon. The pattern applies to bullish and bearish contacts alike, again suggesting it’s not a one-way market.Whether it’s calls or puts, owning S&P 500 options during one-hour intraday intervals would have made money, according to the bank’s study. To Saksena, that’s adding an incentive for investors to place wagers in both directions, as opposed to leaning one way that potentially exposes the market to trauma.In 2018, “it had all the signs of a market that was very one-way short, and you knew if there was some catalyst that could light the spark. There was a huge risk waiting to unfold,” Saksena said by phone. “Right now, with positioning seeming to be more balanced — you could still get some intraday gap moves or surprising mean reversion that defies fundamentals — the hurdle rate to get a major shock is much higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957040726,"gmtCreate":1676829689866,"gmtModify":1676829694297,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Changing investment strategy maybe?&nbsp;","listText":"Changing investment strategy maybe?&nbsp;","text":"Changing investment strategy maybe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957040726","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957040423,"gmtCreate":1676829246063,"gmtModify":1676829250552,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Mr Cook is still giving out the dividend last year although the market doesn't performed well.&nbsp;&nbsp;","listText":"Mr Cook is still giving out the dividend last year although the market doesn't performed well.&nbsp;&nbsp;","text":"Mr Cook is still giving out the dividend last year although the market doesn't performed well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957040423","repostId":"1105645119","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954239664,"gmtCreate":1676378579758,"gmtModify":1676378582241,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Rivian Automotive, Inc.(RIVN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954239664","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954699868,"gmtCreate":1676293950654,"gmtModify":1676293955593,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;Have fun with A.I Invention.","listText":"&nbsp;Have fun with A.I Invention.","text":"Have fun with A.I Invention.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954699868","repostId":"2310672034","repostType":4,"repost":{"id":"2310672034","pubTimestamp":1676258937,"share":"https://www.laohu8.com/m/news/2310672034?lang=&edition=full","pubTime":"2023-02-13 11:28","market":"us","language":"en","title":"ChatGPT Sparked an AI Craze. How to Cut Through the Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=2310672034","media":"marketwatch","summary":"It has been more than 70 years since the English computer scientist Alan Turing wrote a landmark pap","content":"<html><head></head><body><p>It has been more than 70 years since the English computer scientist Alan Turing wrote a landmark paper laying out the Turing Test for assessing whether machines can think.</p><p>It turns out that a better question is whether they can sell advertising.</p><p>Over the past two months, Wall Street has become preoccupied with ChatGPT, the now very popular chatbot from start-up OpenAI. ChatGPT launched on Nov. 30 as a free service, and the world has been dazzled by its ability to answer questions and create original materials, generating everything from letters and resumes to computer code and Shakespearean-style sonnets. ChatGPT reached more than 100 million users in January, hitting that milestone even faster than TikTok.</p><p>The viral success has spurred questions across Wall Street about how tech titans would respond.  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, which made an initial investment in OpenAI in 2019, recently agreed to boost its stake by $10 billion, spurring speculation about how the software giant would fold so-called generative artificial intelligence into its products.</p><p>We got the answer this past week. On Tuesday, Microsoft unveiled a new version of its Bing search engine, infused with natural-language capability from OpenAI. The implications were market-shaking, mostly for Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, which could see its dominance in internet search challenged for the first time in decades.</p><p>“AI will fundamentally change every software category, starting with the largest category of all—search,” Microsoft CEO Satya Nadella said this past week.</p><p>A day before Microsoft’s announcement, Google unveiled its own AI-based chatbot, called Bard. The company also intends to add generative AI functionality to its own core search engine. This past Wednesday, Alphabet hosted a low-key search-related event in Paris to show off AI-related updates to maps, image search, and language translation. But the market came away uninspired.</p><p>Some observers noted a small error in one of the Bard search examples, which had said that the first photograph of an exoplanet was taken by the Webb space telescope. That isn’t accurate. Also noted by many: While Microsoft CEO Nadella led the Bing launch, Alphabet CEO Sundar Pichai didn’t participate in Google’s Paris event. It was, one fund manager said, a Bard bust.</p><p>Analysts and investors spent the rest of the week debating a once impossible idea: that a newly energized Bing, which rolled out in 2009, could shift the balance of power in the internet search market.</p><p>Google currently controls 93% of the search market, versus just 3% for Bing, according to Statcounter. Google, as a result, has near-total domination of search-related advertising. The company is currently fighting a pair of Justice Department lawsuits charging that the company’s search and advertising businesses violate federal antitrust law. The first suit, filed in 2020, focuses specifically on search. It goes to trial later this year. Just a few weeks ago, the government filed a second case, this time related to the online advertising market. Investors appear to be less worried about the litigation, though, than they are about the potential that Google might lose some of its search prowess to an AI-powered version of Bing.</p><h2>AI’s Long History</h2><p>The idea of creating a search engine that works with natural language has been around for decades; it was the goal of search engine Ask Jeeves, founded in 1996, which morphed into Ask.com and is now part of internet holding company IAC(IAC).</p><p>“Ask Jeeves is a provider of natural-language question-answering services on the internet for consumers and companies, establishing a new way to interact with the World Wide Web,” the company said in the prospectus for its 1999 initial public offering.</p><p>Ask Jeeves couldn’t quite deliver, undermined by the early days of internet infrastructure. The company never threatened Google. But computing has changed dramatically over the past 25 years—Microsoft, Google, and others benefit from far more powerful processors and algorithms, new techniques in AI and machine learning, and the vast reach and capabilities of cloud computing.</p><h2>The New AI Portfolio</h2><h3>The arrival of ChatGPT has investors looking for ways to invest in AI. Here are some of the key players.</h3><table><thead><tr><th>Company / Ticker</th><th>Market Value</th><th>YTD Change</th><th>Comment</th></tr></thead><tbody><tr><td>ON THE FRONT LINES</td><td></td><td></td><td></td></tr><tr><td><b>Microsoft / MSFT</b></td><td>$1.96 trillion</td><td>9.9%</td><td>Bing deal with OpenAI shook up the search market.</td></tr><tr><td><b>Alphabet / GOOGL</b></td><td>$1.22</td><td>7.7</td><td>Is adding AI to Search, but faces new threat in Bing.</td></tr><tr><td>THE ARMS DEALERS</td><td></td><td></td><td></td></tr><tr><td><b>Nvidia / NVDA</b></td><td>$549 billion</td><td>52.9%</td><td>Its graphics processors are used in many AI applications.</td></tr><tr><td><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> / ADBE</b></td><td>172</td><td>11.7</td><td>Creative-software giant sees boost from generative AI.</td></tr><tr><td><b>Advanced Micro Devices / AMD</b></td><td>134</td><td>28.5</td><td>Launched new AI-focused chip at CES.</td></tr><tr><td><b><a href=\"https://laohu8.com/S/IBM\">IBM</a> / IBM</b></td><td>121</td><td>-5.1</td><td>Remember Watson? IBM is still innovating in AI apps.</td></tr><tr><td>THE SPECULATIVE BETS</td><td></td><td></td><td></td></tr><tr><td><b>C3.ai / AI</b></td><td>$2.5 billion</td><td>101%</td><td>Enterprise AI firm launched ChatGPT-based search app.</td></tr><tr><td><b>SoundHound AI / SOUN</b></td><td>962 million</td><td>126</td><td>Its AI-based voice software is used in cars and restaurants.</td></tr><tr><td><b><a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> / BBAI</b></td><td>682</td><td>682</td><td>Makes AI-based analytics, mostly for DoD and spy agencies.</td></tr><tr><td><b>BuzzFeed / BZFD</b></td><td>235</td><td>145</td><td>News site announced plans to post content created by ChatGPT.</td></tr></tbody></table><p>Source: Bloomberg</p><p>The most important innovation is the development of generative AI built on large language models, algorithms that can summarize, translate, predict, and generate text and other content based on massive sets of data.</p><p>The technology has given Microsoft—at long last—an opportunity to become relevant in the search market.</p><p>On a conference call with analysts following the Bing press event, Microsoft Chief Financial Officer Amy Hood estimated that search advertising accounts for 40% of the $500 billion digital ad market, or about $200 billion. Most of that goes to Alphabet, which reported $163 billion in search advertising last year, roughly 60% of the company’s overall revenue. Microsoft doesn’t break out Bing’s ad revenue, but if you assume it monetizes search at a comparable rate to Google, you’d get single-digit billions.</p><p>On the Microsoft call, Philippe Ockenden, the CFO for its Windows, Devices, and Search business, pointed out that “for every one point of share gain in the search advertising market, it’s a $2 billion revenue opportunity for our advertising business.”</p><p>And that’s what makes Alphabet investors nervous. The stock fell 12% in the days following Microsoft’s announcement, shedding about $160 billion in market value. Alphabet trades at roughly four times next year’s expected sales, so the market’s math suggests $40 billion of high-margin revenue flipping to Bing from Google.</p><p>In short, Wall Street watched the Bing demonstration, listened to the Google event, and concluded that Google finally has a real rival in search.</p><p>Unlike the typical pattern in tech disruption, this isn’t a threat from a feisty start-up. Google is coming under attack from an emboldened version of the world’s largest software company.</p><p>And there is a related problem: While Google is busy fending off Bing, the addition of new AI capabilities could boost the company’s search-related costs while eating into the number of queries that can support ads. “The bigger issue and fear here for Alphabet investors is the potential for rising [capital expenditures] and compute intensity associated with this new vector of search capability,” RBC Capital Markets analyst Brad Erickson wrote in a research note.</p><p>Morgan Stanley analyst Brian Nowak estimates that natural-language queries could be five times more expensive for Google to complete than under its current search model. For every 10% of Google’s search queries that switch to language models, Nowak concludes that the company’s operating expenses increase by $1.2 billion. If 50% of queries end up using natural language, Alphabet’s costs would increase by $6 billion, Nowak calculates, slashing pretax earnings by 6%.</p><h2><b>The Speculative Bets</b></h2><p>Until this past week, most of the AI action was taking place outside the realm of Big Tech, with investors scrambling to find more direct ways to play the theme. The frenzy has driven up prices of small-cap stocks in a way that feels similar to other recent Wall Street manias, from cryptocurrencies and 3-D printing to fake meat and cannabis.</p><p><a href=\"https://laohu8.com/S/AI\">C3.ai</a>, a provider of AI software tools for enterprise applications, has surged 101% this year, aided by the company’s plans to offer a search interface for its software that includes technology from both OpenAI and Google.</p><p><a href=\"https://laohu8.com/S/BZFD\">BuzzFeed</a> shares have rallied 145% this year on news that it plans to use ChatGPT to create content for its website.</p><p><a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>, which this past week announced a voice-activated generative AI application for automotive and other end markets, has more than tripled since the ChatGPT launch. <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>, which makes AI-based analytical tools for U.S. defense and intelligence agencies, has more than quintupled over the same span. Both SoundHound and BigBear have taken advantage of the new interest in their shares by selling more stock.</p><p>Investors should be wary. Work on AI software has been happening for decades. The technology is complex and resource-intensive. In Alphabet’s case, the launch of Bard is part of a yearslong effort. The company bought the London-based AI software company DeepMind in 2014, for a reported $500 million-plus. Google has been including AI and machine learning in many software products for more than two decades. AI shows up in Google Translate, in the company’s core search service, in Google Lens visual search, in Google Maps, and in Gmail, among other places.</p><p>“AI is the most profound technology we are working on today,” Alphabet’s Pichai wrote in his blog post announcing Bard. “It’s critical that we bring experiences rooted in these models to the world in a bold and responsible way,” he added.</p><p>That’s a pretty obvious dig at ChatGPT, which has come under attack for not always delivering accurate information—and for creating opportunities for students of all ages to bypass the time-honored tradition of writing papers and taking tests.</p><h2>The AI Portfolio</h2><p>For investors, there are other AI plays to consider that don’t involve the risk of speculative small-caps. <a href=\"https://laohu8.com/S/IBM\">IBM</a> cites AI as one of the company’s two main priorities, along with hybrid cloud software. Remember when the IBM Watson mainframe took on human contestants in <i>Jeopardy</i>? That was in 2010. Big Blue has no intention to start a search engine or create consumer-facing chat apps, but the company is pushing to make artificial intelligence and machine learning ubiquitous elements of enterprise computing.</p><p>Sriram Raghavan, an IBM vice president who runs AI research across the company’s research labs, says the company has been developing “foundation models,” an approach that applies AI across industry-specific applications. In effect, IBM is applying the same kind of technology used to create large-language models found in chatbots to other realms, like writing code, analyzing geospatial data, molecular discovery, and business automation.</p><p>The complexity of AI will also boost demand for cloud-computing hardware, and the chips that power them. David Readerman, who runs a Bay Area hedge fund called Endurance Capital Partners, thinks          Nvidia        (         NVDA       ) is the best AI play—his guess is that 75% of AI workloads will be on servers using Nvidia’s graphics processors.</p><p>The AI trend should also benefit          Advanced Micro Devices        (         AMD       ). In a keynote address at the CES trade show in January, AMD CEO Lisa Su stood in front of a large screen that declared “AI is the defining megatrend in technology.”</p><p>“AI has been around for quite some time,” Su said in an interview with <i>Barron’s</i> last month, “but we’re at an inflection point, touching all of our technologies, from chips for consumer devices up to the largest chips we build for data centers. You need AI capability in every one of those devices.”</p><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, which dominates the market for creativity tools like InDesign, Photoshop, and Illustrator, sees the trend toward generative AI—which includes images as well as text—expanding its market as more people become creators. “We’re in a golden age of content creation, and generative AI will only accelerate that,” Adobe CFO Dan Durn recently told <i>Barron’s</i>.</p><p>Meanwhile, Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> has promised to roll out generative AI tools of its own later this year.</p><p>“AI is the foundation of our discovery engine and our ads business, and we also think it’s going to enable many new products and additional transformations within our apps,” Meta CEO Mark Zuckerberg said on the company’s fourth-quarter earnings call. “Generative AI is an extremely exciting new area…and one of my goals for Meta is to build on our research to become a leader in generative AI in addition to our leading work in recommendation AI.”</p><p>But that all looks small in comparison to the suddenly competitive market for internet search.</p><p>“Bing is better than Google search,” D.A. Davidson analyst Gil Luria wrote in a research note this past week—words few on Wall Street likely ever expected to hear.</p><p>Luria reiterated his Buy rating on Microsoft stock while boosting his target price to $325, from $280, suggesting upside of 25% from Microsoft’s recent close. “We believe consumers will be impressed,” he wrote after Bing’s recent demonstrations. “[T]he added capabilities made possible by the OpenAI integration make these tools considerably more useful, and we’re impressed by the sleek integration.” He sees a potential for “permanent share shift” in search.</p><p>Longtime internet analyst Mark Mahaney, now at Evecore ISI, maintains his Outperform rating on Alphabet shares, but nonetheless concedes that the search market has entered a new phase. “At the margin, there is no question that Microsoft’s aggressive move into Generative AI and its cadence of product development has presented a real risk to Google’s market position,” he recently wrote.</p><p>The AI frenzy comes at a notable time for tech companies, which saw their stocks tumble in 2022. Growth has slowed, the market for IPOs has all but disappeared, and regulatory scrutiny is mounting. The tech sector could use a shot in the arm—AI may be about to deliver it.</p></body></html>","source":"mwatch_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>ChatGPT Sparked an AI Craze. How to Cut Through the Hype</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\">\nChatGPT Sparked an AI Craze. How to Cut Through the Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/chatgpt-ai-invest-8aff5248?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been more than 70 years since the English computer scientist Alan Turing wrote a landmark paper laying out the Turing Test for assessing whether machines can think.It turns out that a better ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/chatgpt-ai-invest-8aff5248?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4543":"AI","AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4023":"应用软件","BK4587":"ChatGPT概念"},"source_url":"https://www.marketwatch.com/articles/chatgpt-ai-invest-8aff5248?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310672034","content_text":"It has been more than 70 years since the English computer scientist Alan Turing wrote a landmark paper laying out the Turing Test for assessing whether machines can think.It turns out that a better question is whether they can sell advertising.Over the past two months, Wall Street has become preoccupied with ChatGPT, the now very popular chatbot from start-up OpenAI. ChatGPT launched on Nov. 30 as a free service, and the world has been dazzled by its ability to answer questions and create original materials, generating everything from letters and resumes to computer code and Shakespearean-style sonnets. ChatGPT reached more than 100 million users in January, hitting that milestone even faster than TikTok.The viral success has spurred questions across Wall Street about how tech titans would respond.  Microsoft, which made an initial investment in OpenAI in 2019, recently agreed to boost its stake by $10 billion, spurring speculation about how the software giant would fold so-called generative artificial intelligence into its products.We got the answer this past week. On Tuesday, Microsoft unveiled a new version of its Bing search engine, infused with natural-language capability from OpenAI. The implications were market-shaking, mostly for Google parent Alphabet, which could see its dominance in internet search challenged for the first time in decades.“AI will fundamentally change every software category, starting with the largest category of all—search,” Microsoft CEO Satya Nadella said this past week.A day before Microsoft’s announcement, Google unveiled its own AI-based chatbot, called Bard. The company also intends to add generative AI functionality to its own core search engine. This past Wednesday, Alphabet hosted a low-key search-related event in Paris to show off AI-related updates to maps, image search, and language translation. But the market came away uninspired.Some observers noted a small error in one of the Bard search examples, which had said that the first photograph of an exoplanet was taken by the Webb space telescope. That isn’t accurate. Also noted by many: While Microsoft CEO Nadella led the Bing launch, Alphabet CEO Sundar Pichai didn’t participate in Google’s Paris event. It was, one fund manager said, a Bard bust.Analysts and investors spent the rest of the week debating a once impossible idea: that a newly energized Bing, which rolled out in 2009, could shift the balance of power in the internet search market.Google currently controls 93% of the search market, versus just 3% for Bing, according to Statcounter. Google, as a result, has near-total domination of search-related advertising. The company is currently fighting a pair of Justice Department lawsuits charging that the company’s search and advertising businesses violate federal antitrust law. The first suit, filed in 2020, focuses specifically on search. It goes to trial later this year. Just a few weeks ago, the government filed a second case, this time related to the online advertising market. Investors appear to be less worried about the litigation, though, than they are about the potential that Google might lose some of its search prowess to an AI-powered version of Bing.AI’s Long HistoryThe idea of creating a search engine that works with natural language has been around for decades; it was the goal of search engine Ask Jeeves, founded in 1996, which morphed into Ask.com and is now part of internet holding company IAC(IAC).“Ask Jeeves is a provider of natural-language question-answering services on the internet for consumers and companies, establishing a new way to interact with the World Wide Web,” the company said in the prospectus for its 1999 initial public offering.Ask Jeeves couldn’t quite deliver, undermined by the early days of internet infrastructure. The company never threatened Google. But computing has changed dramatically over the past 25 years—Microsoft, Google, and others benefit from far more powerful processors and algorithms, new techniques in AI and machine learning, and the vast reach and capabilities of cloud computing.The New AI PortfolioThe arrival of ChatGPT has investors looking for ways to invest in AI. Here are some of the key players.Company / TickerMarket ValueYTD ChangeCommentON THE FRONT LINESMicrosoft / MSFT$1.96 trillion9.9%Bing deal with OpenAI shook up the search market.Alphabet / GOOGL$1.227.7Is adding AI to Search, but faces new threat in Bing.THE ARMS DEALERSNvidia / NVDA$549 billion52.9%Its graphics processors are used in many AI applications.Adobe / ADBE17211.7Creative-software giant sees boost from generative AI.Advanced Micro Devices / AMD13428.5Launched new AI-focused chip at CES.IBM / IBM121-5.1Remember Watson? IBM is still innovating in AI apps.THE SPECULATIVE BETSC3.ai / AI$2.5 billion101%Enterprise AI firm launched ChatGPT-based search app.SoundHound AI / SOUN962 million126Its AI-based voice software is used in cars and restaurants.BigBear.ai Holdings / BBAI682682Makes AI-based analytics, mostly for DoD and spy agencies.BuzzFeed / BZFD235145News site announced plans to post content created by ChatGPT.Source: BloombergThe most important innovation is the development of generative AI built on large language models, algorithms that can summarize, translate, predict, and generate text and other content based on massive sets of data.The technology has given Microsoft—at long last—an opportunity to become relevant in the search market.On a conference call with analysts following the Bing press event, Microsoft Chief Financial Officer Amy Hood estimated that search advertising accounts for 40% of the $500 billion digital ad market, or about $200 billion. Most of that goes to Alphabet, which reported $163 billion in search advertising last year, roughly 60% of the company’s overall revenue. Microsoft doesn’t break out Bing’s ad revenue, but if you assume it monetizes search at a comparable rate to Google, you’d get single-digit billions.On the Microsoft call, Philippe Ockenden, the CFO for its Windows, Devices, and Search business, pointed out that “for every one point of share gain in the search advertising market, it’s a $2 billion revenue opportunity for our advertising business.”And that’s what makes Alphabet investors nervous. The stock fell 12% in the days following Microsoft’s announcement, shedding about $160 billion in market value. Alphabet trades at roughly four times next year’s expected sales, so the market’s math suggests $40 billion of high-margin revenue flipping to Bing from Google.In short, Wall Street watched the Bing demonstration, listened to the Google event, and concluded that Google finally has a real rival in search.Unlike the typical pattern in tech disruption, this isn’t a threat from a feisty start-up. Google is coming under attack from an emboldened version of the world’s largest software company.And there is a related problem: While Google is busy fending off Bing, the addition of new AI capabilities could boost the company’s search-related costs while eating into the number of queries that can support ads. “The bigger issue and fear here for Alphabet investors is the potential for rising [capital expenditures] and compute intensity associated with this new vector of search capability,” RBC Capital Markets analyst Brad Erickson wrote in a research note.Morgan Stanley analyst Brian Nowak estimates that natural-language queries could be five times more expensive for Google to complete than under its current search model. For every 10% of Google’s search queries that switch to language models, Nowak concludes that the company’s operating expenses increase by $1.2 billion. If 50% of queries end up using natural language, Alphabet’s costs would increase by $6 billion, Nowak calculates, slashing pretax earnings by 6%.The Speculative BetsUntil this past week, most of the AI action was taking place outside the realm of Big Tech, with investors scrambling to find more direct ways to play the theme. The frenzy has driven up prices of small-cap stocks in a way that feels similar to other recent Wall Street manias, from cryptocurrencies and 3-D printing to fake meat and cannabis.C3.ai, a provider of AI software tools for enterprise applications, has surged 101% this year, aided by the company’s plans to offer a search interface for its software that includes technology from both OpenAI and Google.BuzzFeed shares have rallied 145% this year on news that it plans to use ChatGPT to create content for its website.SoundHound AI, which this past week announced a voice-activated generative AI application for automotive and other end markets, has more than tripled since the ChatGPT launch. BigBear.ai Holdings, which makes AI-based analytical tools for U.S. defense and intelligence agencies, has more than quintupled over the same span. Both SoundHound and BigBear have taken advantage of the new interest in their shares by selling more stock.Investors should be wary. Work on AI software has been happening for decades. The technology is complex and resource-intensive. In Alphabet’s case, the launch of Bard is part of a yearslong effort. The company bought the London-based AI software company DeepMind in 2014, for a reported $500 million-plus. Google has been including AI and machine learning in many software products for more than two decades. AI shows up in Google Translate, in the company’s core search service, in Google Lens visual search, in Google Maps, and in Gmail, among other places.“AI is the most profound technology we are working on today,” Alphabet’s Pichai wrote in his blog post announcing Bard. “It’s critical that we bring experiences rooted in these models to the world in a bold and responsible way,” he added.That’s a pretty obvious dig at ChatGPT, which has come under attack for not always delivering accurate information—and for creating opportunities for students of all ages to bypass the time-honored tradition of writing papers and taking tests.The AI PortfolioFor investors, there are other AI plays to consider that don’t involve the risk of speculative small-caps. IBM cites AI as one of the company’s two main priorities, along with hybrid cloud software. Remember when the IBM Watson mainframe took on human contestants in Jeopardy? That was in 2010. Big Blue has no intention to start a search engine or create consumer-facing chat apps, but the company is pushing to make artificial intelligence and machine learning ubiquitous elements of enterprise computing.Sriram Raghavan, an IBM vice president who runs AI research across the company’s research labs, says the company has been developing “foundation models,” an approach that applies AI across industry-specific applications. In effect, IBM is applying the same kind of technology used to create large-language models found in chatbots to other realms, like writing code, analyzing geospatial data, molecular discovery, and business automation.The complexity of AI will also boost demand for cloud-computing hardware, and the chips that power them. David Readerman, who runs a Bay Area hedge fund called Endurance Capital Partners, thinks          Nvidia        (         NVDA       ) is the best AI play—his guess is that 75% of AI workloads will be on servers using Nvidia’s graphics processors.The AI trend should also benefit          Advanced Micro Devices        (         AMD       ). In a keynote address at the CES trade show in January, AMD CEO Lisa Su stood in front of a large screen that declared “AI is the defining megatrend in technology.”“AI has been around for quite some time,” Su said in an interview with Barron’s last month, “but we’re at an inflection point, touching all of our technologies, from chips for consumer devices up to the largest chips we build for data centers. You need AI capability in every one of those devices.”Adobe, which dominates the market for creativity tools like InDesign, Photoshop, and Illustrator, sees the trend toward generative AI—which includes images as well as text—expanding its market as more people become creators. “We’re in a golden age of content creation, and generative AI will only accelerate that,” Adobe CFO Dan Durn recently told Barron’s.Meanwhile, Facebook parent Meta Platforms has promised to roll out generative AI tools of its own later this year.“AI is the foundation of our discovery engine and our ads business, and we also think it’s going to enable many new products and additional transformations within our apps,” Meta CEO Mark Zuckerberg said on the company’s fourth-quarter earnings call. “Generative AI is an extremely exciting new area…and one of my goals for Meta is to build on our research to become a leader in generative AI in addition to our leading work in recommendation AI.”But that all looks small in comparison to the suddenly competitive market for internet search.“Bing is better than Google search,” D.A. Davidson analyst Gil Luria wrote in a research note this past week—words few on Wall Street likely ever expected to hear.Luria reiterated his Buy rating on Microsoft stock while boosting his target price to $325, from $280, suggesting upside of 25% from Microsoft’s recent close. “We believe consumers will be impressed,” he wrote after Bing’s recent demonstrations. “[T]he added capabilities made possible by the OpenAI integration make these tools considerably more useful, and we’re impressed by the sleek integration.” He sees a potential for “permanent share shift” in search.Longtime internet analyst Mark Mahaney, now at Evecore ISI, maintains his Outperform rating on Alphabet shares, but nonetheless concedes that the search market has entered a new phase. “At the margin, there is no question that Microsoft’s aggressive move into Generative AI and its cadence of product development has presented a real risk to Google’s market position,” he recently wrote.The AI frenzy comes at a notable time for tech companies, which saw their stocks tumble in 2022. Growth has slowed, the market for IPOs has all but disappeared, and regulatory scrutiny is mounting. The tech sector could use a shot in the arm—AI may be about to deliver it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954162888,"gmtCreate":1676115737444,"gmtModify":1676115741322,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Hardwork will paid off. We should be patient.&nbsp;","listText":"Hardwork will paid off. We should be patient.&nbsp;","text":"Hardwork will paid off. We should be patient.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954162888","repostId":"2310986548","repostType":2,"repost":{"id":"2310986548","pubTimestamp":1676068200,"share":"https://www.laohu8.com/m/news/2310986548?lang=&edition=full","pubTime":"2023-02-11 06:30","market":"us","language":"en","title":"1 Metric Indicates Amazon Stock Is a Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2310986548","media":"Motley Fool","summary":"Amazon's free-cash-flow burn has dramatically decreased over the past six months.","content":"<html><body><div><p><strong>Amazon </strong><span>(AMZN<span> -0.64%</span>)</span> has been one of the best stocks over the past decade, turning every $10,000 invested into nearly $80,000. And before the stock's decline in 2022, that investment was worth nearly $150,000.</p><p>So what happened? Well, investors got worried about Amazon's over-expansion and its transition from a cash-generating company back to one that incinerates it. This is a valid concern, but one metric indicates that Amazon's stock could be a sleeping giant, just waiting to explode higher.</p><h2>E-commerce boosted Amazon in 2021 and hurt it in 2022</h2><p>Amazon, the world's largest e-commerce company, enjoyed a massive business boost during the pandemic when consumers looked online to get their everyday goods instead of venturing out to a store. To deliver, Amazon stood up multiple warehouses and significantly expanded its personnel to handle the load.</p><p>However, the good times didn't last, and once restrictions eased, many consumers resumed their old habits. According to another e-commerce leader, <strong>Shopify</strong>, e-commerce adoption reverted to its average trendline in 2022.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F719379%2Fus-ecommerce-adoption-growth-rate.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/719379/us-ecommerce-adoption-growth-rate.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/719379/us-ecommerce-adoption-growth-rate.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/719379/us-ecommerce-adoption-growth-rate.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Shopify.</p></div><p>Still, the long-term trend is a bullish one for e-commerce adoption, and Amazon's growth is starting to reflect that, at least domestically. In the fourth quarter, Amazon's net sales (from the North American commerce business) were up 13% to $93.4 billion. Digging in a bit deeper, Amazon's online stores (the products Amazon itself sells) were down 2% year over year, while its third-party seller services were up 20%. </p><div><div></div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"202816\" :show_benchmark_compare=\"false\" amount_change=\"-0.63\" average_volume=\"79,790,788\" company_name=\"Amazon.com\" current_price=\"97.61\" daily_high=\"98.82\" daily_low=\"96.23\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"170.83\" fifty_two_week_low=\"81.43\" gross_margin=\"43.81\" logo=\"https://g.foolcdn.com/art/companylogos/mark/AMZN.png\" market_cap=\"$1,000B\" pe_ratio=\"\" percent_change=\"-0.64\" symbol=\"AMZN\" volume=\"52,740,133\"></app></div><p>As Amazon continues experiencing this growth, the investments in its warehouse infrastructure will pay off. This should lead the all-important metric -- free cash flow -- to continue trending in the right direction.</p><h2>Amazon's free cash flow has significantly improved, but it has a ways to go</h2><p>The one metric that is likely to turn Amazon's stock around is free cash flow, or how much cash a company generates through its normal operations, less investments in property, technology, and equipment. This metric reached a historic low in the second quarter of 2022, but it has steadily improved since then.</p><div><table border=\"1\"><tbody><tr><th scope=\"col\">Quarter</th><th scope=\"col\">TTM Free Cash Flow</th><th scope=\"col\">QOQ Rise</th></tr><tr><td>Q2 2022</td><td>($23.5 billion)</td><td>N/A</td></tr><tr><td>Q3 2022</td><td>($19.7 billion)</td><td>36%</td></tr><tr><td>Q4 2022</td><td>($11.6 billion)</td><td>46%</td></tr></tbody></table></div><p>Data source: Amazon. TTM = trailing 12 months. QOQ = quarter on quarter. </p><p>Although trailing free cash flow was still negative in the fourth quarter, management has done a phenomenal job steering the ship in the right direction. Cost-cutting efforts (including layoffs) have worked well for Amazon, but investors will want to see continuous improvement throughout 2023.</p><div><div></div></div><p>If that trend plays out, the stock has tremendous upside.</p><p>Trading at below 2 times sales, Amazon is valued at the lower end of its price-to-sales range over the past 20 years.</p><p><img src=\"https://media.ycharts.com/charts/c8d28626d3708e4fbe718efa6edb4ba5.png\"/></p><p>Data by YCharts.</p><p>This valuation doesn't make a lot of sense, especially considering a high-growth, high-margin business like Amazon Web Services (its cloud-computing segment) didn't make up 16% of Amazon's top-line in 2014, the last time the stock traded this low. </p><div><div></div></div><p>If Amazon can get its cash flow on track, the stock has a lot of room to run. Management has been taking steps in the right direction, and it can still be one of the top big-tech stocks of 2023.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Metric Indicates Amazon Stock Is a Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Metric Indicates Amazon Stock Is a Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/11/1-metric-indicates-amazon-stock-is-sleeping-giant/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (AMZN -0.64%) has been one of the best stocks over the past decade, turning every $10,000 invested into nearly $80,000. And before the stock's decline in 2022, that investment was worth nearly ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/11/1-metric-indicates-amazon-stock-is-sleeping-giant/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F719379%2Fperson-getting-a-package-in-the-mail.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4538":"云计算","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4579":"人工智能","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4122":"互联网与直销零售","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4551":"寇图资本持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","AMZN":"亚马逊","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓"},"source_url":"https://www.fool.com/investing/2023/02/11/1-metric-indicates-amazon-stock-is-sleeping-giant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310986548","content_text":"Amazon (AMZN -0.64%) has been one of the best stocks over the past decade, turning every $10,000 invested into nearly $80,000. And before the stock's decline in 2022, that investment was worth nearly $150,000.So what happened? Well, investors got worried about Amazon's over-expansion and its transition from a cash-generating company back to one that incinerates it. This is a valid concern, but one metric indicates that Amazon's stock could be a sleeping giant, just waiting to explode higher.E-commerce boosted Amazon in 2021 and hurt it in 2022Amazon, the world's largest e-commerce company, enjoyed a massive business boost during the pandemic when consumers looked online to get their everyday goods instead of venturing out to a store. To deliver, Amazon stood up multiple warehouses and significantly expanded its personnel to handle the load.However, the good times didn't last, and once restrictions eased, many consumers resumed their old habits. According to another e-commerce leader, Shopify, e-commerce adoption reverted to its average trendline in 2022.Image source: Shopify.Still, the long-term trend is a bullish one for e-commerce adoption, and Amazon's growth is starting to reflect that, at least domestically. In the fourth quarter, Amazon's net sales (from the North American commerce business) were up 13% to $93.4 billion. Digging in a bit deeper, Amazon's online stores (the products Amazon itself sells) were down 2% year over year, while its third-party seller services were up 20%. As Amazon continues experiencing this growth, the investments in its warehouse infrastructure will pay off. This should lead the all-important metric -- free cash flow -- to continue trending in the right direction.Amazon's free cash flow has significantly improved, but it has a ways to goThe one metric that is likely to turn Amazon's stock around is free cash flow, or how much cash a company generates through its normal operations, less investments in property, technology, and equipment. This metric reached a historic low in the second quarter of 2022, but it has steadily improved since then.QuarterTTM Free Cash FlowQOQ RiseQ2 2022($23.5 billion)N/AQ3 2022($19.7 billion)36%Q4 2022($11.6 billion)46%Data source: Amazon. TTM = trailing 12 months. QOQ = quarter on quarter. Although trailing free cash flow was still negative in the fourth quarter, management has done a phenomenal job steering the ship in the right direction. Cost-cutting efforts (including layoffs) have worked well for Amazon, but investors will want to see continuous improvement throughout 2023.If that trend plays out, the stock has tremendous upside.Trading at below 2 times sales, Amazon is valued at the lower end of its price-to-sales range over the past 20 years.Data by YCharts.This valuation doesn't make a lot of sense, especially considering a high-growth, high-margin business like Amazon Web Services (its cloud-computing segment) didn't make up 16% of Amazon's top-line in 2014, the last time the stock traded this low. If Amazon can get its cash flow on track, the stock has a lot of room to run. Management has been taking steps in the right direction, and it can still be one of the top big-tech stocks of 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954343196,"gmtCreate":1676030727116,"gmtModify":1676030732481,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"It's not easy to grab a share in EV market. Buy when it's low.","listText":"It's not easy to grab a share in EV market. Buy when it's low.","text":"It's not easy to grab a share in EV market. Buy when it's low.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954343196","repostId":"1117826893","repostType":4,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954349429,"gmtCreate":1676029991562,"gmtModify":1676029996492,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"You know, it's an&nbsp;IT stuff.&nbsp;","listText":"You know, it's an&nbsp;IT stuff.&nbsp;","text":"You know, it's an IT stuff.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954349429","repostId":"2309351406","repostType":4,"repost":{"id":"2309351406","pubTimestamp":1676025894,"share":"https://www.laohu8.com/m/news/2309351406?lang=&edition=full","pubTime":"2023-02-10 18:44","market":"us","language":"en","title":"The Crypto Crowd Is Piling Into AI Stocks, a Possible Sign of a Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=2309351406","media":"marketwatch","summary":"Investors have worked themselves up into a frenzy over opportunities in artificial intelligence. You","content":"<html><head></head><body><p>Investors have worked themselves up into a frenzy over opportunities in artificial intelligence. You can tell the froth is reaching peak levels because crypto bros are piling in with big bets on small and speculative cryptocurrencies linked to AI.</p><p>The public debut late last year of OpenAI’s chatbot ChatGPT spurred intense popular interest in the sector, as well as an AI arms race. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, which backed OpenAI, is looking to use it to shake up the web search market, while Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and Chinese tech giant  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> are launching their own chatbots imminently.</p><p>While these three companies may be positioned as the key players—alongside the likes of International Business Machines and AI-exposed chipmakers like <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>—investors are on the hunt for smaller AI names that may deliver bigger returns. As <i>Barron’s</i> has noted, you have to think this feeding frenzy isn’t going to end well.</p><p>Not to be outdone, the crypto bros are following suit. Amid a wider rally in digital assets to start the year—with Bitcoin up 40% in a matter of weeks and many smaller cryptos, or altcoins, seeing massive spikes—those linked to AI are outperforming.</p><p>A sector index of 73 AI-linked cryptos compiled by data group CryptoSlate is up a remarkable 87% in the past seven days alone, with some individual tokens seeing even more eye-watering returns.</p><p>Singularity NET, which facilitates monetizing AI services on the blockchain, is up 675% since the start of the year. Artificial Liquid Intelligence, which records property rights for blockchain AI assets, has rallied 500% over the same period. Fetch.ai has gained more than 200% since the beginning of 2023, an endorsement of its ecosystem’s mission to build a decentralized machine learning network.</p><p>Chock-full of AI buzzwords, the descriptions of all three of these cryptos—which now have a combined market capitalization exceeding $1.3 billion—make it understandable why investors would pile in amid the tech hype.</p><p>Crypto is know for its bubbles, and this AI-driven rally has all the screaming characteristics of one. But really, how different is the speculative crypto surge to the one gripping the stock market, where names like <a href=\"https://laohu8.com/S/AI\">C3.ai</a>, <a href=\"https://laohu8.com/S/BBAI\">BigBear</a>, and <a href=\"https://laohu8.com/S/SOUN\">SoundHound </a> have ripped higher?</p><p>Crypto tokens may be even more speculative than smaller-cap AI stocks—but the explosion of both bets is indicative of the same frenzy. Investors beware.</p></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Crypto Crowd Is Piling Into AI Stocks, a Possible Sign of a Bubble</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 Crypto Crowd Is Piling Into AI Stocks, a Possible Sign of a Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 18:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/ai-stocks-google-bard-chatgpt-crypto-bubble-51675857497?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have worked themselves up into a frenzy over opportunities in artificial intelligence. You can tell the froth is reaching peak levels because crypto bros are piling in with big bets on small...</p>\n\n<a href=\"https://www.marketwatch.com/articles/ai-stocks-google-bard-chatgpt-crypto-bubble-51675857497?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BIDU":"百度","BK4023":"应用软件","BK4528":"SaaS概念","BK4587":"ChatGPT概念","MSFT":"微软","AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","NVDA":"英伟达","BK4543":"AI"},"source_url":"https://www.marketwatch.com/articles/ai-stocks-google-bard-chatgpt-crypto-bubble-51675857497?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309351406","content_text":"Investors have worked themselves up into a frenzy over opportunities in artificial intelligence. You can tell the froth is reaching peak levels because crypto bros are piling in with big bets on small and speculative cryptocurrencies linked to AI.The public debut late last year of OpenAI’s chatbot ChatGPT spurred intense popular interest in the sector, as well as an AI arms race. Microsoft, which backed OpenAI, is looking to use it to shake up the web search market, while Google parent Alphabet and Chinese tech giant  Baidu are launching their own chatbots imminently.While these three companies may be positioned as the key players—alongside the likes of International Business Machines and AI-exposed chipmakers like Nvidia—investors are on the hunt for smaller AI names that may deliver bigger returns. As Barron’s has noted, you have to think this feeding frenzy isn’t going to end well.Not to be outdone, the crypto bros are following suit. Amid a wider rally in digital assets to start the year—with Bitcoin up 40% in a matter of weeks and many smaller cryptos, or altcoins, seeing massive spikes—those linked to AI are outperforming.A sector index of 73 AI-linked cryptos compiled by data group CryptoSlate is up a remarkable 87% in the past seven days alone, with some individual tokens seeing even more eye-watering returns.Singularity NET, which facilitates monetizing AI services on the blockchain, is up 675% since the start of the year. Artificial Liquid Intelligence, which records property rights for blockchain AI assets, has rallied 500% over the same period. Fetch.ai has gained more than 200% since the beginning of 2023, an endorsement of its ecosystem’s mission to build a decentralized machine learning network.Chock-full of AI buzzwords, the descriptions of all three of these cryptos—which now have a combined market capitalization exceeding $1.3 billion—make it understandable why investors would pile in amid the tech hype.Crypto is know for its bubbles, and this AI-driven rally has all the screaming characteristics of one. But really, how different is the speculative crypto surge to the one gripping the stock market, where names like C3.ai, BigBear, and SoundHound  have ripped higher?Crypto tokens may be even more speculative than smaller-cap AI stocks—but the explosion of both bets is indicative of the same frenzy. Investors beware.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954065843,"gmtCreate":1675853846782,"gmtModify":1675853851164,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"US stock market is always look fun and positive like children 's playground.&nbsp;&nbsp;","listText":"US stock market is always look fun and positive like children 's playground.&nbsp;&nbsp;","text":"US stock market is always look fun and positive like children 's playground.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954065843","repostId":"1130602046","repostType":4,"repost":{"id":"1130602046","pubTimestamp":1675302918,"share":"https://www.laohu8.com/m/news/1130602046?lang=&edition=full","pubTime":"2023-02-02 09:55","market":"us","language":"en","title":"The More Powell Spoke, the More U.S. Stock and Bond Markets Rallied","url":"https://stock-news.laohu8.com/highlight/detail?id=1130602046","media":"Bloomberg","summary":"Markets seized on financial conditions comment, says RosenbergOdds increasing Fed is declaring victo","content":"<html><head></head><body><ul><li>Markets seized on financial conditions comment, says Rosenberg</li><li>Odds increasing Fed is declaring victory too soon, says Dutta</li></ul><p>Behind closed doors, Federal Reserve policy makers worry rallying markets are impeding their efforts to control inflation. But every time Jerome Powell goes out in public he gives them more room to run.</p><p>When the Fed chairman took to the podium Wednesday afternoon, stock markets were hovering around their session lows. The central bank had just delivered an eighth straight rate hike and signaled more were to come, and some of the uber-bullishness on display in markets this year had faded a little.</p><p>By the time Powell was done speaking some 45 minutes later, stocks had soared. The S&amp;P 500 reached its intraday high, up 1.8%, and traders were also quickly bidding up prices on Treasuries, corporate bonds and crypto.</p><p>Powell may have intended to deliver a stern message that the Fed still had a lot of work to do to tame inflation but that’s not what investors heard. Instead, they heard a chairman who indicated he was seeing clear evidence of slowing consumer price increases and who didn’t seem particularly bothered by the January rally in markets.</p><p>For the second straight meeting, the very first question he was asked at the press conference was whether he was worried about the rally creating easier financial conditions that could hamper his inflation fight and, once again, he chose not to push back hard. “Our focus is not on short-term moves,but on sustained changes” to financial conditions, he said.</p><p>“There’s a real disconnect between what he said, what the statement said, maybe what he wanted to say, and what the markets heard,” BlackRock’s Jeffrey Rosenberg said on Bloomberg TV. “But what the markets heard was this issue of the conflict between financial conditions easing, and whether or not that would impact the Fed’s policy making — he dismissed it.”</p><p><img src=\"https://static.tigerbbs.com/59af89b155f1ed316b3baf5498af216a\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Powell’s response came on a day that was not without tough talk on inflation, with the chairman repeatedly stressing that while price pressures in the economy had eased, the battle was far from won. Policy makers lifted the Fed’s target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% and said ongoing increases will be appropriate, a signal to most that no pause in tightening is imminent.</p><p>But investors had been bracing for harsh commentary from the Fed aimed at cooling the recent run-up in risk assets. The chairman instead argued that readings have tightened “very significantly” over the past year as the Fed hiked.</p><p>The emphasis on tighter conditions is being taken by traders as evidence the latest rallies in equities and credit are not a major concern for policy makers, essentially freeing them to bid up prices. Some analysts question what measure Powell was referring to — a Bloomberg index of US conditions across markets sits today at a looser level than it was when the Fed began its tightening campaign last year.</p><p>“Powell has said that financial conditions have tightened considerably despite the fact that they have eased considerably,” wrote Neil Dutta, head of US economic research at Renaissance Macro Research LLC. “The fact that he has said this is dovish in its own right,” according to Dutta, who added: “the odds are increasing that the Fed is declaring victory too soon.”</p><p>Wednesday’s stock rally is a continuation of what’s been happening all year in markets, with stocks surging and volatility easing versus last year. The S&amp;P 500 last month gained more than 6% in what was its best showing since October. The Cboe Volatility Index, a gauge of cost of equity options, fell to the lowest level since the immediate aftermath the S&amp;P 500’s last all-time high reached in January 2022.</p><p>Traders who had braced for a hawkish Fed were caught off guard and rushed to short-term options to play catch-up. Contracts within 24 hours to expiry accounted for almost 40% of all S&amp;P 500’s total volume, with trading in bullish calls outpacing bearish puts.</p><p>The expression of optimism was even more evident in the interest-rate swaps market, where traders are now pricing a half percentage point rate cut in the second half of the year after rates peak near 4.9%.</p><p>None of the market action is likely what the central bank wants to see as it looks to continue to rein in inflation, said Adam Phillips, managing director of portfolio strategy at EP Wealth Advisors.</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>The More Powell Spoke, the More U.S. Stock and Bond Markets Rallied</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 More Powell Spoke, the More U.S. Stock and Bond Markets Rallied\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-02 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-01/powell-holds-fire-on-markets-breaking-loose-from-fed-control><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets seized on financial conditions comment, says RosenbergOdds increasing Fed is declaring victory too soon, says DuttaBehind closed doors, Federal Reserve policy makers worry rallying markets are...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-01/powell-holds-fire-on-markets-breaking-loose-from-fed-control\">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/2023-02-01/powell-holds-fire-on-markets-breaking-loose-from-fed-control","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130602046","content_text":"Markets seized on financial conditions comment, says RosenbergOdds increasing Fed is declaring victory too soon, says DuttaBehind closed doors, Federal Reserve policy makers worry rallying markets are impeding their efforts to control inflation. But every time Jerome Powell goes out in public he gives them more room to run.When the Fed chairman took to the podium Wednesday afternoon, stock markets were hovering around their session lows. The central bank had just delivered an eighth straight rate hike and signaled more were to come, and some of the uber-bullishness on display in markets this year had faded a little.By the time Powell was done speaking some 45 minutes later, stocks had soared. The S&P 500 reached its intraday high, up 1.8%, and traders were also quickly bidding up prices on Treasuries, corporate bonds and crypto.Powell may have intended to deliver a stern message that the Fed still had a lot of work to do to tame inflation but that’s not what investors heard. Instead, they heard a chairman who indicated he was seeing clear evidence of slowing consumer price increases and who didn’t seem particularly bothered by the January rally in markets.For the second straight meeting, the very first question he was asked at the press conference was whether he was worried about the rally creating easier financial conditions that could hamper his inflation fight and, once again, he chose not to push back hard. “Our focus is not on short-term moves,but on sustained changes” to financial conditions, he said.“There’s a real disconnect between what he said, what the statement said, maybe what he wanted to say, and what the markets heard,” BlackRock’s Jeffrey Rosenberg said on Bloomberg TV. “But what the markets heard was this issue of the conflict between financial conditions easing, and whether or not that would impact the Fed’s policy making — he dismissed it.”Powell’s response came on a day that was not without tough talk on inflation, with the chairman repeatedly stressing that while price pressures in the economy had eased, the battle was far from won. Policy makers lifted the Fed’s target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% and said ongoing increases will be appropriate, a signal to most that no pause in tightening is imminent.But investors had been bracing for harsh commentary from the Fed aimed at cooling the recent run-up in risk assets. The chairman instead argued that readings have tightened “very significantly” over the past year as the Fed hiked.The emphasis on tighter conditions is being taken by traders as evidence the latest rallies in equities and credit are not a major concern for policy makers, essentially freeing them to bid up prices. Some analysts question what measure Powell was referring to — a Bloomberg index of US conditions across markets sits today at a looser level than it was when the Fed began its tightening campaign last year.“Powell has said that financial conditions have tightened considerably despite the fact that they have eased considerably,” wrote Neil Dutta, head of US economic research at Renaissance Macro Research LLC. “The fact that he has said this is dovish in its own right,” according to Dutta, who added: “the odds are increasing that the Fed is declaring victory too soon.”Wednesday’s stock rally is a continuation of what’s been happening all year in markets, with stocks surging and volatility easing versus last year. The S&P 500 last month gained more than 6% in what was its best showing since October. The Cboe Volatility Index, a gauge of cost of equity options, fell to the lowest level since the immediate aftermath the S&P 500’s last all-time high reached in January 2022.Traders who had braced for a hawkish Fed were caught off guard and rushed to short-term options to play catch-up. Contracts within 24 hours to expiry accounted for almost 40% of all S&P 500’s total volume, with trading in bullish calls outpacing bearish puts.The expression of optimism was even more evident in the interest-rate swaps market, where traders are now pricing a half percentage point rate cut in the second half of the year after rates peak near 4.9%.None of the market action is likely what the central bank wants to see as it looks to continue to rein in inflation, said Adam Phillips, managing director of portfolio strategy at EP Wealth Advisors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954062555,"gmtCreate":1675852663078,"gmtModify":1675852666731,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"World economic is not doing good, but time will change and I believe people still need to Amazon. Buy when its price is low and in value.","listText":"World economic is not doing good, but time will change and I believe people still need to Amazon. Buy when its price is low and in value.","text":"World economic is not doing good, but time will change and I believe people still need to Amazon. Buy when its price is low and in value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954062555","repostId":"2308489732","repostType":4,"repost":{"id":"2308489732","pubTimestamp":1675669223,"share":"https://www.laohu8.com/m/news/2308489732?lang=&edition=full","pubTime":"2023-02-06 15:40","market":"us","language":"en","title":"Amazon: No Longer A Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2308489732","media":"Seeking Alpha","summary":"SummaryAmazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.Growth is moderat","content":"<html><head></head><body><h2>Summary</h2><ul><li>Amazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.</li><li>Growth is moderating overall and now also in Amazon Web Services.</li><li>Estimate and valuation risks have increased for Amazon.com, Inc.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56bc2590b269d0c9cab394dcb82f9c61\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>AdrianHancu</span></p><p>Amazon.com, Inc. (NASDAQ:AMZN) submitted its earnings sheet for the fourth quarter yesterday, and the e-Commerce company disappointed in a number of ways. Although Amazon managed to generate stronger revenue growth than expected in the fourth quarter, moderating Cloud growth anda weak forecast for the first quarter strongly suggest that Amazon&#39;s shares will run into difficulty revaluing higher. Amazon&#39;s stock price dropped 5% after-hours, and I see estimate and valuation risks for Amazon in FY 2023. With Cloud now also weakening, the risk profile for Amazon remains skewed to the downside!</p><h2>Amazon&#39;s Q4&#39;22 results</h2><p>Amazon reported revenues of $149.2B, which compared against an average topline estimate of $145.8B. The e-Commerce company fell short of EPS expectations, chiefly because of underwhelming results in e-Commerce as well as in Amazon Web Services (&#34;AWS&#34;).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a4db11ac35241d689ad0091e6228910\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><h2>Amazon is no longer a growthstock</h2><p>Just before Amazon submitted its earnings sheet for Q4&#39;22, I warned that Amazon was likely to surprise to the downside (Amazon Q4: Nearing A Pivotal Moment) due to moderating topline growth in a weakening macro environment. Although Amazon did beat estimates regarding its Q4&#39;22 revenues, growth concerns clearly overshadowed the company&#39;s earnings release.</p><p>Amazon reported net revenues of $149.2B for the fourth quarter, showing a year-over-year growth rate of 9%. The result beat Amazon&#39;s projection of 2-8% topline growth for the fourth quarter, but the company warned explicitly of slowing growth in its fastest-growing segment, Amazon Web Services.</p><p>Amazon Web Services grew its segment revenues to $21.4B, showing a year-over-year growth rate of 20%. I estimated that Amazon was going to see a slowdown in Amazon Web Services, as companies have started to spend money more carefully in a high-inflation world, but I didn&#39;t foresee such a sharp slowdown. Slowing AWS revenue growth is a problem for Amazon chiefly because Amazon Web Services is the fastest-growing segment within Amazon, and its operating profits are responsible for all of the company&#39;s consolidated operating income. The growth rate of 20% was also only half of what it was just in the year-ago quarter: in Q4&#39;21, Amazon Web Services grew its revenues at a 40% year-over-year rate.</p><p>E-Commerce did reasonably well in the fourth quarter, with Amazon&#39;s North America segment seeing its revenues rise 13% year-over-year to $93.4B. The international e-Commerce business had revenues of $34.5B, showing a year-over-year decrease of 8%. Unfortunately, Amazon once again reported steep losses in both of its e-Commerce segments, totaling $2.5B, which confirms my past criticism about Amazon&#39;s lack of profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/879829baf21fa17f49aa52e3f84fd8b0\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>Amazon</span></p><h2>Profitability challenges and declining operating income</h2><p>Amazon is facing profitability challenges in its e-Commerce business, and the company&#39;s investment in electric vehicle start-up Rivian Automotive (RIVN) added to the company&#39;s problems in the fourth quarter. In Q4&#39;22, Amazon reported just $2.7B in operating income, showing a decline of 21% year over year. Amazon also recorded a $2.3B valuation loss related to Rivian. The valuation loss, which is included in Amazon&#39;s non-operating income (expense), compares against a massive valuation gain of $11.8B in the year-earlier period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd86890f800239128b6b056fedfb01a5\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/><span>Amazon</span></p><h2>Amazon&#39;s outlook for Q1&#39;23</h2><p>Amazon expects topline growth of 4-8% in the first quarter and total revenues of between $121.0B and $126.0B, which is not an improvement over Q4&#39;22 results. The outlook suggests stable growth, at best, and a sequential slowdown, at worst. The fourth quarter usually is a robust quarter for e-Commerce companies because of the holiday shopping period, which is why Amazon did better than expected in its forecast.</p><h2>Estimate risk and Amazon&#39;s valuation</h2><p>The slowdown in Amazon&#39;s growth is a problem, especially because the company is viewed as a growth play for investors, many of which bought AMZN for its exposure to the fast-growing Cloud business. With growth slowing down more broadly and now including Amazon Web Services, there is a considerable chance that shares of Amazon will resume their downwards revaluation.</p><p>Amazon is expected to generate EPS of $1.60 in FY 2023 and $2.86 in FY 2024, implying year-over-year growth of 79%. However, analysts are going to take Amazon&#39;s slowing AWS growth into consideration when they update their EPS forecasts, which means estimates should be expected to reset to the downside. Based off of FY 2024 EPS estimates, Amazon is valued at a P/E ratio of 39 X... which is high considering that Amazon&#39;s growth has slowed to the single digits.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d88bf2892e0ff49ce871e579ff706d6\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Risks with Amazon</h2><p>The near-term growth outlook for Amazon is not good, and it indicates that weakening topline growth and the trajectory in Cloud remain two key risks for Amazon and its stock. Additionally, Amazon has not yet addressed its profitability challenges in the e-Commerce segment, which is weighing on overall company performance. Amazon recently cut 18,000 jobs in an effort to control costs and limit losses, but it remains to be seen if those measures are sufficient to address Amazon&#39;s core profitability problem.</p><h2>Final thoughts</h2><p>The e-Commerce company delivered a mixed Q4&#39;22 earnings sheet that showed better than expected fourth quarter topline growth, but Amazon at the same time warned of slowing growth in AWS… which is still Amazon&#39;s fastest-growing business.</p><p>For those reasons, I believe Amazon.com, Inc. may no longer be a growth stock. Amazon&#39;s valuation multiplier is that of a growth stock, but the company is now growing only in the single digits. Growth concerns and downside revisions of EPS estimates are, in my opinion, set to continue to weigh on Amazon&#39;s valuation in FY 2023!</p><p><i>This article is written by The Asian Investor for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: No Longer A Growth Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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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\">\nAmazon: No Longer A Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 15:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575232-amazon-no-longer-a-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.Growth is moderating overall and now also in Amazon Web Services.Estimate and valuation risks have increased for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575232-amazon-no-longer-a-growth-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4559":"巴菲特持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD"},"source_url":"https://seekingalpha.com/article/4575232-amazon-no-longer-a-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308489732","content_text":"SummaryAmazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.Growth is moderating overall and now also in Amazon Web Services.Estimate and valuation risks have increased for Amazon.com, Inc.AdrianHancuAmazon.com, Inc. (NASDAQ:AMZN) submitted its earnings sheet for the fourth quarter yesterday, and the e-Commerce company disappointed in a number of ways. Although Amazon managed to generate stronger revenue growth than expected in the fourth quarter, moderating Cloud growth anda weak forecast for the first quarter strongly suggest that Amazon's shares will run into difficulty revaluing higher. Amazon's stock price dropped 5% after-hours, and I see estimate and valuation risks for Amazon in FY 2023. With Cloud now also weakening, the risk profile for Amazon remains skewed to the downside!Amazon's Q4'22 resultsAmazon reported revenues of $149.2B, which compared against an average topline estimate of $145.8B. The e-Commerce company fell short of EPS expectations, chiefly because of underwhelming results in e-Commerce as well as in Amazon Web Services (\"AWS\").Seeking AlphaAmazon is no longer a growthstockJust before Amazon submitted its earnings sheet for Q4'22, I warned that Amazon was likely to surprise to the downside (Amazon Q4: Nearing A Pivotal Moment) due to moderating topline growth in a weakening macro environment. Although Amazon did beat estimates regarding its Q4'22 revenues, growth concerns clearly overshadowed the company's earnings release.Amazon reported net revenues of $149.2B for the fourth quarter, showing a year-over-year growth rate of 9%. The result beat Amazon's projection of 2-8% topline growth for the fourth quarter, but the company warned explicitly of slowing growth in its fastest-growing segment, Amazon Web Services.Amazon Web Services grew its segment revenues to $21.4B, showing a year-over-year growth rate of 20%. I estimated that Amazon was going to see a slowdown in Amazon Web Services, as companies have started to spend money more carefully in a high-inflation world, but I didn't foresee such a sharp slowdown. Slowing AWS revenue growth is a problem for Amazon chiefly because Amazon Web Services is the fastest-growing segment within Amazon, and its operating profits are responsible for all of the company's consolidated operating income. The growth rate of 20% was also only half of what it was just in the year-ago quarter: in Q4'21, Amazon Web Services grew its revenues at a 40% year-over-year rate.E-Commerce did reasonably well in the fourth quarter, with Amazon's North America segment seeing its revenues rise 13% year-over-year to $93.4B. The international e-Commerce business had revenues of $34.5B, showing a year-over-year decrease of 8%. Unfortunately, Amazon once again reported steep losses in both of its e-Commerce segments, totaling $2.5B, which confirms my past criticism about Amazon's lack of profitability.AmazonProfitability challenges and declining operating incomeAmazon is facing profitability challenges in its e-Commerce business, and the company's investment in electric vehicle start-up Rivian Automotive (RIVN) added to the company's problems in the fourth quarter. In Q4'22, Amazon reported just $2.7B in operating income, showing a decline of 21% year over year. Amazon also recorded a $2.3B valuation loss related to Rivian. The valuation loss, which is included in Amazon's non-operating income (expense), compares against a massive valuation gain of $11.8B in the year-earlier period.AmazonAmazon's outlook for Q1'23Amazon expects topline growth of 4-8% in the first quarter and total revenues of between $121.0B and $126.0B, which is not an improvement over Q4'22 results. The outlook suggests stable growth, at best, and a sequential slowdown, at worst. The fourth quarter usually is a robust quarter for e-Commerce companies because of the holiday shopping period, which is why Amazon did better than expected in its forecast.Estimate risk and Amazon's valuationThe slowdown in Amazon's growth is a problem, especially because the company is viewed as a growth play for investors, many of which bought AMZN for its exposure to the fast-growing Cloud business. With growth slowing down more broadly and now including Amazon Web Services, there is a considerable chance that shares of Amazon will resume their downwards revaluation.Amazon is expected to generate EPS of $1.60 in FY 2023 and $2.86 in FY 2024, implying year-over-year growth of 79%. However, analysts are going to take Amazon's slowing AWS growth into consideration when they update their EPS forecasts, which means estimates should be expected to reset to the downside. Based off of FY 2024 EPS estimates, Amazon is valued at a P/E ratio of 39 X... which is high considering that Amazon's growth has slowed to the single digits.Data by YChartsRisks with AmazonThe near-term growth outlook for Amazon is not good, and it indicates that weakening topline growth and the trajectory in Cloud remain two key risks for Amazon and its stock. Additionally, Amazon has not yet addressed its profitability challenges in the e-Commerce segment, which is weighing on overall company performance. Amazon recently cut 18,000 jobs in an effort to control costs and limit losses, but it remains to be seen if those measures are sufficient to address Amazon's core profitability problem.Final thoughtsThe e-Commerce company delivered a mixed Q4'22 earnings sheet that showed better than expected fourth quarter topline growth, but Amazon at the same time warned of slowing growth in AWS… which is still Amazon's fastest-growing business.For those reasons, I believe Amazon.com, Inc. may no longer be a growth stock. Amazon's valuation multiplier is that of a growth stock, but the company is now growing only in the single digits. Growth concerns and downside revisions of EPS estimates are, in my opinion, set to continue to weigh on Amazon's valuation in FY 2023!This article is written by The Asian Investor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9958361266,"gmtCreate":1673633925755,"gmtModify":1676538868644,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Very motivate by this noble man.&nbsp;","listText":"Very motivate by this noble man.&nbsp;","text":"Very motivate by this noble man.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9958361266","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","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":1673837089,"share":"https://www.laohu8.com/m/news/1173773008?lang=&edition=full","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984800447,"gmtCreate":1667579502189,"gmtModify":1676537940797,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Big Tech. Companies will&nbsp;soar soon again..","listText":"Big Tech. Companies will&nbsp;soar soon again..","text":"Big Tech. Companies will soar soon again..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9984800447","repostId":"1146767204","repostType":4,"repost":{"id":"1146767204","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":1667575493,"share":"https://www.laohu8.com/m/news/1146767204?lang=&edition=full","pubTime":"2022-11-04 23:24","market":"us","language":"en","title":"Amazon Stock Bounced, on Track to Snap Longest Losing Streak in 3 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1146767204","media":"Tiger Newspress","summary":"Shares of Amazon.com Inc. bounced 1.13% in morning trading Friday, which for now puts them on track ","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> bounced 1.13% in morning trading Friday, which for now puts them on track to snap a seven-session losing streak, which was the longest since it fell for eight-straight days through Aug. 5, 2019. the bounce comes as futures for the technology-heavy Nasdaq 100 rose 0.6% and futures for the S&amp;P 500 gained 0.6%.</p><p><img src=\"https://static.tigerbbs.com/18b80e016ec575e2cd97c36bea6d8af9\" tg-width=\"881\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p><p>The ecommerce giant&#39;s stock had plunged 25.95% over the past seven sessions, the worst seven-day performance since it plummeted 26.04% over the seven-day stretch that ended Nov. 19, 2008.</p><p><img src=\"https://static.tigerbbs.com/28122a187e8828a0b8bd764337b85b83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Bounced, on Track to Snap Longest Losing Streak in 3 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Bounced, on Track to Snap Longest Losing Streak in 3 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-04 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> bounced 1.13% in morning trading Friday, which for now puts them on track to snap a seven-session losing streak, which was the longest since it fell for eight-straight days through Aug. 5, 2019. the bounce comes as futures for the technology-heavy Nasdaq 100 rose 0.6% and futures for the S&amp;P 500 gained 0.6%.</p><p><img src=\"https://static.tigerbbs.com/18b80e016ec575e2cd97c36bea6d8af9\" tg-width=\"881\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p><p>The ecommerce giant&#39;s stock had plunged 25.95% over the past seven sessions, the worst seven-day performance since it plummeted 26.04% over the seven-day stretch that ended Nov. 19, 2008.</p><p><img src=\"https://static.tigerbbs.com/28122a187e8828a0b8bd764337b85b83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146767204","content_text":"Shares of Amazon.com Inc. bounced 1.13% in morning trading Friday, which for now puts them on track to snap a seven-session losing streak, which was the longest since it fell for eight-straight days through Aug. 5, 2019. the bounce comes as futures for the technology-heavy Nasdaq 100 rose 0.6% and futures for the S&P 500 gained 0.6%.The ecommerce giant's stock had plunged 25.95% over the past seven sessions, the worst seven-day performance since it plummeted 26.04% over the seven-day stretch that ended Nov. 19, 2008.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055468696,"gmtCreate":1655303231915,"gmtModify":1676535608400,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>After few days of unusual market behaviour,&nbsp; GRAB is still 💪.&nbsp; Keep going&nbsp; &nbsp; &nbsp;higher and higher!","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>After few days of unusual market behaviour,&nbsp; GRAB is still 💪.&nbsp; Keep going&nbsp; &nbsp; &nbsp;higher and higher!","text":"$Grab Holdings(GRAB)$After few days of unusual market behaviour, GRAB is still 💪. Keep going higher and higher!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055468696","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000664","authorId":"9000000000000664","name":"CaesarHicks","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"Just want to know the cost price of your GRAB.","text":"Just want to know the cost price of your GRAB.","html":"Just want to know the cost price of your GRAB."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969619381,"gmtCreate":1668427130744,"gmtModify":1676538054767,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"May American and people who&nbsp;celebrate have a&nbsp;wonderful day. Hope that this year ends with joyous and fruitful.&nbsp;","listText":"May American and people who&nbsp;celebrate have a&nbsp;wonderful day. Hope that this year ends with joyous and fruitful.&nbsp;","text":"May American and people who celebrate have a wonderful day. Hope that this year ends with joyous and fruitful.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969619381","repostId":"1102300737","repostType":2,"repost":{"id":"1102300737","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":1669244092,"share":"https://www.laohu8.com/m/news/1102300737?lang=&edition=full","pubTime":"2022-11-24 06:54","market":"us","language":"en","title":"Reminder: U.S. Stocks Are Closed on November 24 for Thanksgiving Day, and Close Three Hours Earlier on November 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1102300737","media":"Tiger Newspress","summary":"November 24th (next Thursday) is Thanksgiving Day. All financial markets in the United States, inclu","content":"<html><head></head><body><p>November 24th (next Thursday) is Thanksgiving Day. All financial markets in the United States, including U.S. stocks, will be closed for one day.</p><p>On November 25th (next Friday),  the Nasdaq and New York Stock Exchange end trading at U.S. Eastern Time 1 p.m. (Beijing time/SGT 2 am on Saturday), and the trading hours will be 22:30 Beijing time-2:00 the next day.So it will be 3 hours ahead of the regular closing time.</p><p>Stocks in China, Britain, Australia and Singapore will trade as usual.</p><p><img src=\"https://static.tigerbbs.com/967109c79a776bad85e9d7e59f7320d6\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Background</b></p><p>Thanksgiving Day is a national holiday celebrated on various dates in the United States, Canada, Grenada, Saint Lucia, and Liberia. It began as a day of giving thanks and sacrifice for the blessing of the harvest and of the preceding year. Similarly named festival holidays occur in Germany and Japan. Thanksgiving Day is celebrated on the second Monday of October in Canada and on the fourth Thursday of November in the United States and around the same part of the year in other places.</p><p>Black Friday is a colloquial term for the Friday following Thanksgiving Day in the United States. Many stores offer highly promoted sales at discounted prices and often open very early, sometimes as early as midnight or even on Thanksgiving Day.</p><p><img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/></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: U.S. Stocks Are Closed on November 24 for Thanksgiving Day, and Close Three Hours Earlier on November 25</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: U.S. Stocks Are Closed on November 24 for Thanksgiving Day, and Close Three Hours Earlier on November 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-24 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>November 24th (next Thursday) is Thanksgiving Day. All financial markets in the United States, including U.S. stocks, will be closed for one day.</p><p>On November 25th (next Friday),  the Nasdaq and New York Stock Exchange end trading at U.S. Eastern Time 1 p.m. (Beijing time/SGT 2 am on Saturday), and the trading hours will be 22:30 Beijing time-2:00 the next day.So it will be 3 hours ahead of the regular closing time.</p><p>Stocks in China, Britain, Australia and Singapore will trade as usual.</p><p><img src=\"https://static.tigerbbs.com/967109c79a776bad85e9d7e59f7320d6\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Background</b></p><p>Thanksgiving Day is a national holiday celebrated on various dates in the United States, Canada, Grenada, Saint Lucia, and Liberia. It began as a day of giving thanks and sacrifice for the blessing of the harvest and of the preceding year. Similarly named festival holidays occur in Germany and Japan. Thanksgiving Day is celebrated on the second Monday of October in Canada and on the fourth Thursday of November in the United States and around the same part of the year in other places.</p><p>Black Friday is a colloquial term for the Friday following Thanksgiving Day in the United States. Many stores offer highly promoted sales at discounted prices and often open very early, sometimes as early as midnight or even on Thanksgiving Day.</p><p><img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102300737","content_text":"November 24th (next Thursday) is Thanksgiving Day. All financial markets in the United States, including U.S. stocks, will be closed for one day.On November 25th (next Friday),  the Nasdaq and New York Stock Exchange end trading at U.S. Eastern Time 1 p.m. (Beijing time/SGT 2 am on Saturday), and the trading hours will be 22:30 Beijing time-2:00 the next day.So it will be 3 hours ahead of the regular closing time.Stocks in China, Britain, Australia and Singapore will trade as usual.BackgroundThanksgiving Day is a national holiday celebrated on various dates in the United States, Canada, Grenada, Saint Lucia, and Liberia. It began as a day of giving thanks and sacrifice for the blessing of the harvest and of the preceding year. Similarly named festival holidays occur in Germany and Japan. Thanksgiving Day is celebrated on the second Monday of October in Canada and on the fourth Thursday of November in the United States and around the same part of the year in other places.Black Friday is a colloquial term for the Friday following Thanksgiving Day in the United States. Many stores offer highly promoted sales at discounted prices and often open very early, sometimes as early as midnight or even on Thanksgiving Day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980588277,"gmtCreate":1665770461599,"gmtModify":1676537662371,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Thought I got a good stock price, so I added position.&nbsp;but it's keep falling.&nbsp;","listText":"Thought I got a good stock price, so I added position.&nbsp;but it's keep falling.&nbsp;","text":"Thought I got a good stock price, so I added position. but it's keep falling.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980588277","repostId":"2275980474","repostType":4,"repost":{"id":"2275980474","pubTimestamp":1665757501,"share":"https://www.laohu8.com/m/news/2275980474?lang=&edition=full","pubTime":"2022-10-14 22:25","market":"us","language":"en","title":"5 Red Flags for Intel's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2275980474","media":"Motley Fool","summary":"The chipmaker could turn in an ugly third-quarter earnings report.","content":"<html><head></head><body><p><b>Intel</b> will report its third-quarter results on Oct. 27, and analysts have set a low bar for the chipmaker. They expect its revenue and earnings to decline 15% and 81% year over year, respectively, as it grapples with slower PC sales in a post-pandemic world, macro headwinds for data center operators, and its ongoing market share losses to <b>Advanced Micro Devices</b>.</p><p>For the full year, Wall Street expects Intel&#39;s revenue and earnings to drop 12% and 60%, respectively. That&#39;s why its stock price has declined more than 50% this year and trades at just nine times forward earnings.</p><p>Unfortunately, five red flags indicate Intel could still fail to clear those low expectations.</p><h2>1. AMD&#39;s chilling preview of its Q3 earnings</h2><p>AMD has been growing at a much faster rate than Intel because it outsourced the production of its top-tier CPUs to <b>Taiwan Semiconductor Manufacturing</b>, the world&#39;s most advanced contract chipmaker. Intel, which still produces most of its own chips, had fallen behind TSMC (and AMD) in the process race to create smaller, denser, and more power-efficient chips.</p><p>As a result, AMD&#39;s share of the x86 CPU market more than doubled from 17.8% at the end of 2016 to about 38.1% today, according to PassMark Software, as Intel&#39;s share withered from 82.2% to 61.7%. AMD&#39;s gains arguably made it a better bellwether for the x86 CPU market than Intel, which repeatedly struggled with product delays and cancellations.</p><p>That&#39;s why AMD&#39;s preliminary third-quarter report on Oct. 6 should rattle Intel&#39;s investors. AMD now expects its revenue to grow just 29% year over year with an adjusted gross margin of 50%, compared to its prior forecast for 55% growth with an adjusted gross margin of 54%. AMD CEO Lisa Su blamed that guidance cut on &#34;lower-than-expected PC demand and a significant inventory correction across the PC supply chain.&#34;</p><p>If AMD is already struggling, Intel could face an even uglier slowdown.</p><h2>2. The PC market&#39;s imminent slowdown</h2><p>The PC market experienced a growth spurt during the pandemic as more people worked from home, but that demand dried up in a post-lockdown world. Inflation has further curbed the market&#39;s appetite for new PCs.</p><p>That&#39;s why IDC expects global shipments of personal computing devices (PCs and tablets) to decline 10.8% in 2022 and dip another 2.3% in 2023. That&#39;s dire news for Intel, AMD, or any other chipmaker that relies heavily on the stable growth of the PC market.</p><h2>3. TSMC&#39;s capital expenditures reduction</h2><p>Last year, Intel declared it could catch up to TSMC in the process race by 2025. It initially planned to accomplish that by increasing its capex from $18.7 billion in 2021 to $27 billion in 2022, but it reduced that forecast to $23 billion this July as the market&#39;s demand for new chips cooled off.</p><p>TSMC initially planned to increase its capex from $30 billion in 2021 to $40 billion in 2022 to maintain its technological lead while ramping up its production of smaller chips. However, it recently reduced that forecast to $36 billion to account for the broader slowdown of the semiconductor industry.</p><p>That reduction indicates that Intel will also reduce its full-year capex forecast again as its revenue growth stalls out. This move might stabilize its margins, but it will also throw cold water on its plans to overtake TSMC in the process race -- and regain some lost ground against AMD -- within the next three years.</p><h2>4. Thousands of layoffs</h2><p>Intel hasn&#39;t formally announced any major layoffs yet, but it could reportedly lay off thousands of employees ahead of its third-quarter report. A recent <i>Bloomberg</i> report claims Intel could lay off about 20% of its sales and marketing division to rein in its expenses as PC sales slow down.</p><p>Yet that decision wouldn&#39;t be surprising. During Intel&#39;s second-quarter conference call in July, CEO Pat Gelsinger said the company would work on &#34;lowering core expenses in calendar year 2022&#34; and take &#34;additional actions in the second half of the year&#34; to stabilize its profits.</p><h2>5. New export restrictions</h2><p>Intel and other chipmakers have already struggled over the past year against all those headwinds, but the U.S. Commerce Department just exacerbated that pressure by publishing new rules, which would require chipmakers to obtain individual licenses to sell advanced chips in China. This means Intel can&#39;t export any of its current-generation chips -- which are smaller than the 14-nm threshold set by the new rules -- into mainland China, which accounted for 27% of its revenue last year. It also suggests that analysts&#39; top-line expectations for Intel could still be too high.</p><h2>Stay away from Intel (for now)</h2><p>Intel&#39;s stock looks dirt cheap, but it&#39;s trading at a discount because it faces so many unpredictable challenges. These five red flags indicate Intel&#39;s third-quarter earnings will pack a lot of unpleasant surprises, so investors should stay far away from its beaten-down stock until the smoke clears.</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>5 Red Flags for Intel's Future</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 Red Flags for Intel's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 22:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/5-red-flags-for-intel-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel will report its third-quarter results on Oct. 27, and analysts have set a low bar for the chipmaker. They expect its revenue and earnings to decline 15% and 81% year over year, respectively, as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/5-red-flags-for-intel-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2022/10/14/5-red-flags-for-intel-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275980474","content_text":"Intel will report its third-quarter results on Oct. 27, and analysts have set a low bar for the chipmaker. They expect its revenue and earnings to decline 15% and 81% year over year, respectively, as it grapples with slower PC sales in a post-pandemic world, macro headwinds for data center operators, and its ongoing market share losses to Advanced Micro Devices.For the full year, Wall Street expects Intel's revenue and earnings to drop 12% and 60%, respectively. That's why its stock price has declined more than 50% this year and trades at just nine times forward earnings.Unfortunately, five red flags indicate Intel could still fail to clear those low expectations.1. AMD's chilling preview of its Q3 earningsAMD has been growing at a much faster rate than Intel because it outsourced the production of its top-tier CPUs to Taiwan Semiconductor Manufacturing, the world's most advanced contract chipmaker. Intel, which still produces most of its own chips, had fallen behind TSMC (and AMD) in the process race to create smaller, denser, and more power-efficient chips.As a result, AMD's share of the x86 CPU market more than doubled from 17.8% at the end of 2016 to about 38.1% today, according to PassMark Software, as Intel's share withered from 82.2% to 61.7%. AMD's gains arguably made it a better bellwether for the x86 CPU market than Intel, which repeatedly struggled with product delays and cancellations.That's why AMD's preliminary third-quarter report on Oct. 6 should rattle Intel's investors. AMD now expects its revenue to grow just 29% year over year with an adjusted gross margin of 50%, compared to its prior forecast for 55% growth with an adjusted gross margin of 54%. AMD CEO Lisa Su blamed that guidance cut on \"lower-than-expected PC demand and a significant inventory correction across the PC supply chain.\"If AMD is already struggling, Intel could face an even uglier slowdown.2. The PC market's imminent slowdownThe PC market experienced a growth spurt during the pandemic as more people worked from home, but that demand dried up in a post-lockdown world. Inflation has further curbed the market's appetite for new PCs.That's why IDC expects global shipments of personal computing devices (PCs and tablets) to decline 10.8% in 2022 and dip another 2.3% in 2023. That's dire news for Intel, AMD, or any other chipmaker that relies heavily on the stable growth of the PC market.3. TSMC's capital expenditures reductionLast year, Intel declared it could catch up to TSMC in the process race by 2025. It initially planned to accomplish that by increasing its capex from $18.7 billion in 2021 to $27 billion in 2022, but it reduced that forecast to $23 billion this July as the market's demand for new chips cooled off.TSMC initially planned to increase its capex from $30 billion in 2021 to $40 billion in 2022 to maintain its technological lead while ramping up its production of smaller chips. However, it recently reduced that forecast to $36 billion to account for the broader slowdown of the semiconductor industry.That reduction indicates that Intel will also reduce its full-year capex forecast again as its revenue growth stalls out. This move might stabilize its margins, but it will also throw cold water on its plans to overtake TSMC in the process race -- and regain some lost ground against AMD -- within the next three years.4. Thousands of layoffsIntel hasn't formally announced any major layoffs yet, but it could reportedly lay off thousands of employees ahead of its third-quarter report. A recent Bloomberg report claims Intel could lay off about 20% of its sales and marketing division to rein in its expenses as PC sales slow down.Yet that decision wouldn't be surprising. During Intel's second-quarter conference call in July, CEO Pat Gelsinger said the company would work on \"lowering core expenses in calendar year 2022\" and take \"additional actions in the second half of the year\" to stabilize its profits.5. New export restrictionsIntel and other chipmakers have already struggled over the past year against all those headwinds, but the U.S. Commerce Department just exacerbated that pressure by publishing new rules, which would require chipmakers to obtain individual licenses to sell advanced chips in China. This means Intel can't export any of its current-generation chips -- which are smaller than the 14-nm threshold set by the new rules -- into mainland China, which accounted for 27% of its revenue last year. It also suggests that analysts' top-line expectations for Intel could still be too high.Stay away from Intel (for now)Intel's stock looks dirt cheap, but it's trading at a discount because it faces so many unpredictable challenges. These five red flags indicate Intel's third-quarter earnings will pack a lot of unpleasant surprises, so investors should stay far away from its beaten-down stock until the smoke clears.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965990520,"gmtCreate":1669865943060,"gmtModify":1676538259841,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Two MAN \"1st date\" is remarkable. It's a&nbsp; good beginning.&nbsp;&nbsp;","listText":"Two MAN \"1st date\" is remarkable. It's a&nbsp; good beginning.&nbsp;&nbsp;","text":"Two MAN \"1st date\" is remarkable. It's a good beginning.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965990520","repostId":"2288162926","repostType":4,"repost":{"id":"2288162926","pubTimestamp":1669851772,"share":"https://www.laohu8.com/m/news/2288162926?lang=&edition=full","pubTime":"2022-12-01 07:42","market":"us","language":"en","title":"Elon Musk Thanks Tim Cook for Taking Him Around Apple HQ","url":"https://stock-news.laohu8.com/highlight/detail?id=2288162926","media":"seekingalpha","summary":"Twitter  CEO Elon Musk thanked Apple  CEO Tim Cook for taking him around Apple's headquarters on Wednesday.The meeting between the two chieftains is notable, given that Musk has needled Apple  in recent days.On Monday, Musk questioned why Apple , the world's largest company by market cap, had recently cut its advertising on Twitter.\"Apple has mostly stopped advertising on Twitter,\" Musk tweeted at the time. \"Do they hate free speech in America?\"Musk followed that up with a tweet to Cook, asking ","content":"<html><head></head><body><p>Twitter (TWTR) CEO Elon Musk thanked Apple (NASDAQ:AAPL) CEO Tim Cook for taking him around Apple&#39;s headquarters on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/20673749f88fcad19415eb96477d2bc5\" tg-width=\"766\" tg-height=\"1167\" width=\"100%\" height=\"auto\"/></p><p>The meeting between the two chieftains is notable, given that Musk has needled Apple (AAPL) in recent days.</p><p>On Monday, Musk questioned why Apple (AAPL), the world&#39;s largest company by market cap, had recently cut its advertising on Twitter.</p><p>&#34;Apple has mostly stopped advertising on Twitter,&#34; Musk tweeted at the time. &#34;Do they hate free speech in America?&#34;</p><p>Musk followed that up with a tweet to Cook, asking &#34;What&#39;s going on here?&#34;</p><p>In addition to questioning Apple&#39;s (AAPL) advertising spending, Musk also claimed that Apple (AAPL) had threatened to take Twitter off the App Store, but that the company did not give a reason why.</p><p>Musk subsequently posted a meme bemoaning Apple&#39;s (AAPL) 30% commission for certain revenue generated via its App Store.</p><p>He also published a poll asking his 119M followers whether Apple (AAPL) &#34;should publish all censorship actions it has taken that affect its customers.&#34;</p><p>On Tuesday, Musk tweeted &#34;the people have spoken,&#34; showing that nearly 85% of respondents to the poll said that Apple (AAPL) should show the censorship actions it has taken.</p><p>Over the weekend, Musk said he would build his own smartphone if Twitter was removed from Apple&#39;s (AAPL) and Google&#39;s (GOOG) (GOOGL) platforms, but added he hoped it would not come to that.</p><p>The history between the two is long and extensive, as Musk claimed in 2020 that he offered to sell Tesla (NASDAQ:TSLA) to Apple (AAPL), but that Cook &#34;refused to take the meeting.&#34;</p><p>A book published in 2021 claimed that Cook shouted an expletive at Musk during a 2016 meeting when Musk demanded to be made Apple (AAPL) CEO if Apple were to acquire the car company, but Apple (AAPL) denied a meeting ever took place.</p><p>A notable analyst said earlier this week that Apple&#39;s (AAPL) iPhone 14 Pro shipments could be up to 20M units less than expected because of China-related supply chain disruptions.</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>Elon Musk Thanks Tim Cook for Taking Him Around Apple HQ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Thanks Tim Cook for Taking Him Around Apple HQ\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3912673-elon-musk-thanks-tim-cook-for-taking-him-around-apple-hq><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter (TWTR) CEO Elon Musk thanked Apple (NASDAQ:AAPL) CEO Tim Cook for taking him around Apple's headquarters on Wednesday.The meeting between the two chieftains is notable, given that Musk has ...</p>\n\n<a href=\"https://seekingalpha.com/news/3912673-elon-musk-thanks-tim-cook-for-taking-him-around-apple-hq\">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","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3912673-elon-musk-thanks-tim-cook-for-taking-him-around-apple-hq","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288162926","content_text":"Twitter (TWTR) CEO Elon Musk thanked Apple (NASDAQ:AAPL) CEO Tim Cook for taking him around Apple's headquarters on Wednesday.The meeting between the two chieftains is notable, given that Musk has needled Apple (AAPL) in recent days.On Monday, Musk questioned why Apple (AAPL), the world's largest company by market cap, had recently cut its advertising on Twitter.\"Apple has mostly stopped advertising on Twitter,\" Musk tweeted at the time. \"Do they hate free speech in America?\"Musk followed that up with a tweet to Cook, asking \"What's going on here?\"In addition to questioning Apple's (AAPL) advertising spending, Musk also claimed that Apple (AAPL) had threatened to take Twitter off the App Store, but that the company did not give a reason why.Musk subsequently posted a meme bemoaning Apple's (AAPL) 30% commission for certain revenue generated via its App Store.He also published a poll asking his 119M followers whether Apple (AAPL) \"should publish all censorship actions it has taken that affect its customers.\"On Tuesday, Musk tweeted \"the people have spoken,\" showing that nearly 85% of respondents to the poll said that Apple (AAPL) should show the censorship actions it has taken.Over the weekend, Musk said he would build his own smartphone if Twitter was removed from Apple's (AAPL) and Google's (GOOG) (GOOGL) platforms, but added he hoped it would not come to that.The history between the two is long and extensive, as Musk claimed in 2020 that he offered to sell Tesla (NASDAQ:TSLA) to Apple (AAPL), but that Cook \"refused to take the meeting.\"A book published in 2021 claimed that Cook shouted an expletive at Musk during a 2016 meeting when Musk demanded to be made Apple (AAPL) CEO if Apple were to acquire the car company, but Apple (AAPL) denied a meeting ever took place.A notable analyst said earlier this week that Apple's (AAPL) iPhone 14 Pro shipments could be up to 20M units less than expected because of China-related supply chain disruptions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966799729,"gmtCreate":1669636834862,"gmtModify":1676538216691,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Today eyes open wider as a lot of reports including Feds'&nbsp;coming this week. So busy.","listText":"Today eyes open wider as a lot of reports including Feds'&nbsp;coming this week. So busy.","text":"Today eyes open wider as a lot of reports including Feds' coming this week. So busy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966799729","repostId":"1172633831","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957040726,"gmtCreate":1676829689866,"gmtModify":1676829694297,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Changing investment strategy maybe?&nbsp;","listText":"Changing investment strategy maybe?&nbsp;","text":"Changing investment strategy maybe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957040726","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982861399,"gmtCreate":1667148171911,"gmtModify":1676537867180,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Dance for us. A must have ritual in his company. It will be a earning company after a ritual....","listText":"Dance for us. A must have ritual in his company. It will be a earning company after a ritual....","text":"Dance for us. A must have ritual in his company. It will be a earning company after a ritual....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9982861399","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982076804,"gmtCreate":1667059981008,"gmtModify":1676537855441,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"This is a very interesting US IPO. High technology stock.&nbsp;","listText":"This is a very interesting US IPO. High technology stock.&nbsp;","text":"This is a very interesting US IPO. High technology stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982076804","repostId":"1154384789","repostType":4,"repost":{"id":"1154384789","pubTimestamp":1667005133,"share":"https://www.laohu8.com/m/news/1154384789?lang=&edition=full","pubTime":"2022-10-29 08:58","market":"us","language":"en","title":"US IPO Weekly Recap: Mobileye Soars in Debut As Small Issuers Fill up the Pipeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1154384789","media":"Renaissance Capital","summary":"Intel’s Mobileye Global(MBLY) was the sole US IPO this past week. Six small IPOs submitted initial f","content":"<html><head></head><body><p>Intel’s <b>Mobileye Global</b>(MBLY) was the sole US IPO this past week. Six small IPOs submitted initial filings, including five Chinese companies.</p><p>Assisted-driving and self-driving car unit<b>Mobileye</b>dominated the week’s headlines, after pricing above the range– the year’s only sizable IPO to do so. It raised $861 million at a $17 billion market cap. The company’s offering represents the third largest in 2022 so far. Mobileye shares rose 38% on its debut, and finished the week up 29%.</p><p>Six companies submitted initial filings this past week. Hong Kong-based furniture and fixture maker <b>Decca Investment</b>(DCCA) filed to raise $33 million, Hong Kong-based paper packing maker <b>Millennium Group International Holdings</b>(MGIH) filed to raise $23 million, Chinese advertising service provider <b>Lemeng Holdings</b>(LIAI) filed to raise $18 million, Hong Kong-based asset manager <b>Prestige Wealth</b>(PWM) filed to raise $15 million, and Chinese supplement producer <b>Zhong Yuan Bio-Technology</b>(ZYBT.RC) filed to raise $15 million.</p><p>The sole US-based company to submit an initial filing this past week was alternative medicine practice <b>Nava Health MD</b>(NAVA), which filed to raise $12 million.</p></body></html>","source":"lsy1603787993745","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 IPO Weekly Recap: Mobileye Soars in Debut As Small Issuers Fill up the Pipeline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Weekly Recap: Mobileye Soars in Debut As Small Issuers Fill up the Pipeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/95513/US-IPO-Weekly-Recap-Mobileye-soars-in-debut-as-small-issuers-fill-up-the-pi><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s Mobileye Global(MBLY) was the sole US IPO this past week. Six small IPOs submitted initial filings, including five Chinese companies.Assisted-driving and self-driving car unitMobileyedominated...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/95513/US-IPO-Weekly-Recap-Mobileye-soars-in-debut-as-small-issuers-fill-up-the-pi\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MBLY":"Mobileye Global Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/95513/US-IPO-Weekly-Recap-Mobileye-soars-in-debut-as-small-issuers-fill-up-the-pi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154384789","content_text":"Intel’s Mobileye Global(MBLY) was the sole US IPO this past week. Six small IPOs submitted initial filings, including five Chinese companies.Assisted-driving and self-driving car unitMobileyedominated the week’s headlines, after pricing above the range– the year’s only sizable IPO to do so. It raised $861 million at a $17 billion market cap. The company’s offering represents the third largest in 2022 so far. Mobileye shares rose 38% on its debut, and finished the week up 29%.Six companies submitted initial filings this past week. Hong Kong-based furniture and fixture maker Decca Investment(DCCA) filed to raise $33 million, Hong Kong-based paper packing maker Millennium Group International Holdings(MGIH) filed to raise $23 million, Chinese advertising service provider Lemeng Holdings(LIAI) filed to raise $18 million, Hong Kong-based asset manager Prestige Wealth(PWM) filed to raise $15 million, and Chinese supplement producer Zhong Yuan Bio-Technology(ZYBT.RC) filed to raise $15 million.The sole US-based company to submit an initial filing this past week was alternative medicine practice Nava Health MD(NAVA), which filed to raise $12 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954239664,"gmtCreate":1676378579758,"gmtModify":1676378582241,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Rivian Automotive, Inc.(RIVN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954239664","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954343196,"gmtCreate":1676030727116,"gmtModify":1676030732481,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"It's not easy to grab a share in EV market. Buy when it's low.","listText":"It's not easy to grab a share in EV market. Buy when it's low.","text":"It's not easy to grab a share in EV market. Buy when it's low.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954343196","repostId":"1117826893","repostType":4,"repost":{"id":"1117826893","pubTimestamp":1676028181,"share":"https://www.laohu8.com/m/news/1117826893?lang=&edition=full","pubTime":"2023-02-10 19:23","market":"us","language":"en","title":"Ford Further Downsizes Rivian Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1117826893","media":"Seeking Alpha","summary":"Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: ","content":"<html><head></head><body><p>Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: RIVN) according to the latter&#39;s latest regulatory filing.</p><p>Rivian disclosed Ford now has a 1.15% stake in the company with ownership of around 10.5M shares. Ford held 86.9M shares worth a 9.49% stake in Rivian near the end of last year.</p><p>Ford (F) has been driving down its stake in the EV automaker amid mounting losses. In 2022 it recorded a$7.4B mark-to-market net loss on its Rivian (RIVN), accounting for most of the $12.2B in pre-tax special item charges.</p><p>In an earnings call following its Q4 results, Ford&#39;s (F) CFO John Lawler said &#34;the monetization of our Rivian stake [...] is now nearly complete.&#34;</p><p>Rivian (RIVN) shares have fallen nearly-70% in the past 12 months, and at the start of February, a Reuters report suggested the company is reducing its headcount by 6%. Amid price cuts across the EV space, the path to profitability for the money-losing manufacturer has become increasingly uncertain.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Further Downsizes Rivian Stake</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\">\nFord Further Downsizes Rivian Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3934686-ford-further-downsizes-rivian-stake><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: RIVN) according to the latter's latest regulatory filing.Rivian disclosed Ford now has a 1.15% stake...</p>\n\n<a href=\"https://seekingalpha.com/news/3934686-ford-further-downsizes-rivian-stake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://seekingalpha.com/news/3934686-ford-further-downsizes-rivian-stake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117826893","content_text":"Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: RIVN) according to the latter's latest regulatory filing.Rivian disclosed Ford now has a 1.15% stake in the company with ownership of around 10.5M shares. Ford held 86.9M shares worth a 9.49% stake in Rivian near the end of last year.Ford (F) has been driving down its stake in the EV automaker amid mounting losses. In 2022 it recorded a$7.4B mark-to-market net loss on its Rivian (RIVN), accounting for most of the $12.2B in pre-tax special item charges.In an earnings call following its Q4 results, Ford's (F) CFO John Lawler said \"the monetization of our Rivian stake [...] is now nearly complete.\"Rivian (RIVN) shares have fallen nearly-70% in the past 12 months, and at the start of February, a Reuters report suggested the company is reducing its headcount by 6%. Amid price cuts across the EV space, the path to profitability for the money-losing manufacturer has become increasingly uncertain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921737246,"gmtCreate":1671123626486,"gmtModify":1676538495268,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>It can rise higher.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>It can rise higher.","text":"$Taiwan Semiconductor Manufacturing(TSM)$ It can rise higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921737246","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070360571,"gmtCreate":1657016243693,"gmtModify":1676535932212,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp; &nbsp;Let's hope the international politics problem be solved quickly. 🙏&nbsp;","listText":"&nbsp; &nbsp;Let's hope the international politics problem be solved quickly. 🙏&nbsp;","text":"Let's hope the international politics problem be solved quickly. 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070360571","repostId":"1144093147","repostType":4,"repost":{"id":"1144093147","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":1657035140,"share":"https://www.laohu8.com/m/news/1144093147?lang=&edition=full","pubTime":"2022-07-05 23:32","market":"us","language":"en","title":"Earnings Season is Coming, Here’s What It Means for the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1144093147","media":"Dow Jones","summary":"The first major test for the stock market and fragile investor sentiment in the second half of the y","content":"<html><head></head><body><p>The first major test for the stock market and fragile investor sentiment in the second half of the year is just around the corner. A parade of earnings reports over the coming month will expose how companies have contended with soaring inflation, shifts in consumer spending, and a volatile supply environment. Management teams’ guidance and commentary on the outlook for the remainder of 2022 may be even more impactful.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, <a href=\"https://laohu8.com/S/PEP\">PepsiCo</a>, <a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group</a>, and <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> will get the ball rolling next week, before second-quarter earnings season really picks up over the following month.</p><p>Wall Street analysts’ consensus estimate is for S&amp;P 500 revenue to come in 10.4% higher than in the same period last year, with 5.6% earnings growth, per I/B/E/S data from Refinitiv. Excluding the energy sector, which is booming thanks to sky-high oil and gas prices, sales are expected to decline 2.4% and earnings are expected to increase by 6.7%.</p><p>S&amp;P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow.</p><p>That shift will be most evident in the mood on earnings calls. Updates to full-year guidance may skew negative, as CEOs and CFOs incorporate the potential risks and uncertainties in the second half of the year into their projections.</p><p>“I think you’re going to see an increasingly cautious tone from management teams,” says Richard Bernstein, CEO of Richard Bernstein Advisors, “We’re on the slow side of the profit cycle—we’re not talking about a profits recession, that’s probably the end of this year or into next year. But we’re clearly past the peak in profit growth.”</p><p>Concerns about a slowdown in consumer spending or an economic recession may be just that for now: concerns. The second quarter itself wasn’t without its challenges, however.</p><p>“Inflation and the ability to push through costs is gonna be a big item [on second-quarter earnings calls,]” says S&amp;P Dow Jones Indices Senior Equity Analyst Howard Silverblatt. “You’re also going to hear a lot about exchange rates.”</p><p>The U.S. Dollar Index (DXY), which measures the greenback against a basket of other currencies, is up 9.5% this year. Multinational companies’ sales in foreign currencies are worth less when converted into dollars when the dollar strengthens. Expect to see companies making plenty of adjustments to earnings and growth rates for that foreign exchange headwind. For example, Apple (AAPL) said in April that it expected the strong dollar to subtract three percentage points from its year-over-year revenue growth in the second quarter.</p><p>Credit Suisse’s chief U.S. equity strategist, Jonathan Golub, doesn’t expect this earning season to be overly problematic for the market. He notes that companies have been preannouncing negative results less than the average going into this reporting period.</p><p>Golub is more concerned about Big Tech companies’ drag on the overall S&amp;P 500’s earnings growth rate. In the first quarter aggregate earnings from <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Alphabet (GOOGL), <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, and <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> fell by 1.5%. That problem looks to continue in the second quarter—each company is different, but the broad themes include slowing digital advertising sales, reopening shifts in spending from online to the real world, and tough comparisons to super-charged growth in the year-ago period.</p><p>Golub also points to banks as a potential problem area this earnings season. That will have more to do with managements’ degree of confidence than fundamentals, with some banks likely to add to loan-loss reserves set aside in the first quarter. That’s an accounting adjustment to earnings, and reflects what management predicts will happen next. But for the banks, it will show up in second quarter numbers.</p><p>How things shake out this earnings season will flow into analysts’ models for the third and fourth quarters. For now, consensus estimates have earnings growth reaccelerating into the low double digits in both periods. A rocky second quarter or gloomy management predictions could mean downside to those forecasts. And that’s the last thing a market down 21% year to date needs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season is Coming, Here’s What It Means for the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Season is Coming, Here’s What It Means for the Stock Market\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\">2022-07-05 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The first major test for the stock market and fragile investor sentiment in the second half of the year is just around the corner. A parade of earnings reports over the coming month will expose how companies have contended with soaring inflation, shifts in consumer spending, and a volatile supply environment. Management teams’ guidance and commentary on the outlook for the remainder of 2022 may be even more impactful.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, <a href=\"https://laohu8.com/S/PEP\">PepsiCo</a>, <a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group</a>, and <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> will get the ball rolling next week, before second-quarter earnings season really picks up over the following month.</p><p>Wall Street analysts’ consensus estimate is for S&amp;P 500 revenue to come in 10.4% higher than in the same period last year, with 5.6% earnings growth, per I/B/E/S data from Refinitiv. Excluding the energy sector, which is booming thanks to sky-high oil and gas prices, sales are expected to decline 2.4% and earnings are expected to increase by 6.7%.</p><p>S&amp;P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow.</p><p>That shift will be most evident in the mood on earnings calls. Updates to full-year guidance may skew negative, as CEOs and CFOs incorporate the potential risks and uncertainties in the second half of the year into their projections.</p><p>“I think you’re going to see an increasingly cautious tone from management teams,” says Richard Bernstein, CEO of Richard Bernstein Advisors, “We’re on the slow side of the profit cycle—we’re not talking about a profits recession, that’s probably the end of this year or into next year. But we’re clearly past the peak in profit growth.”</p><p>Concerns about a slowdown in consumer spending or an economic recession may be just that for now: concerns. The second quarter itself wasn’t without its challenges, however.</p><p>“Inflation and the ability to push through costs is gonna be a big item [on second-quarter earnings calls,]” says S&amp;P Dow Jones Indices Senior Equity Analyst Howard Silverblatt. “You’re also going to hear a lot about exchange rates.”</p><p>The U.S. Dollar Index (DXY), which measures the greenback against a basket of other currencies, is up 9.5% this year. Multinational companies’ sales in foreign currencies are worth less when converted into dollars when the dollar strengthens. Expect to see companies making plenty of adjustments to earnings and growth rates for that foreign exchange headwind. For example, Apple (AAPL) said in April that it expected the strong dollar to subtract three percentage points from its year-over-year revenue growth in the second quarter.</p><p>Credit Suisse’s chief U.S. equity strategist, Jonathan Golub, doesn’t expect this earning season to be overly problematic for the market. He notes that companies have been preannouncing negative results less than the average going into this reporting period.</p><p>Golub is more concerned about Big Tech companies’ drag on the overall S&amp;P 500’s earnings growth rate. In the first quarter aggregate earnings from <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Alphabet (GOOGL), <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, and <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> fell by 1.5%. That problem looks to continue in the second quarter—each company is different, but the broad themes include slowing digital advertising sales, reopening shifts in spending from online to the real world, and tough comparisons to super-charged growth in the year-ago period.</p><p>Golub also points to banks as a potential problem area this earnings season. That will have more to do with managements’ degree of confidence than fundamentals, with some banks likely to add to loan-loss reserves set aside in the first quarter. That’s an accounting adjustment to earnings, and reflects what management predicts will happen next. But for the banks, it will show up in second quarter numbers.</p><p>How things shake out this earnings season will flow into analysts’ models for the third and fourth quarters. For now, consensus estimates have earnings growth reaccelerating into the low double digits in both periods. A rocky second quarter or gloomy management predictions could mean downside to those forecasts. And that’s the last thing a market down 21% year to date needs.</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":"1144093147","content_text":"The first major test for the stock market and fragile investor sentiment in the second half of the year is just around the corner. A parade of earnings reports over the coming month will expose how companies have contended with soaring inflation, shifts in consumer spending, and a volatile supply environment. Management teams’ guidance and commentary on the outlook for the remainder of 2022 may be even more impactful.JPMorgan Chase, Delta Air Lines, PepsiCo, UnitedHealth Group, and Morgan Stanley will get the ball rolling next week, before second-quarter earnings season really picks up over the following month.Wall Street analysts’ consensus estimate is for S&P 500 revenue to come in 10.4% higher than in the same period last year, with 5.6% earnings growth, per I/B/E/S data from Refinitiv. Excluding the energy sector, which is booming thanks to sky-high oil and gas prices, sales are expected to decline 2.4% and earnings are expected to increase by 6.7%.S&P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow.That shift will be most evident in the mood on earnings calls. Updates to full-year guidance may skew negative, as CEOs and CFOs incorporate the potential risks and uncertainties in the second half of the year into their projections.“I think you’re going to see an increasingly cautious tone from management teams,” says Richard Bernstein, CEO of Richard Bernstein Advisors, “We’re on the slow side of the profit cycle—we’re not talking about a profits recession, that’s probably the end of this year or into next year. But we’re clearly past the peak in profit growth.”Concerns about a slowdown in consumer spending or an economic recession may be just that for now: concerns. The second quarter itself wasn’t without its challenges, however.“Inflation and the ability to push through costs is gonna be a big item [on second-quarter earnings calls,]” says S&P Dow Jones Indices Senior Equity Analyst Howard Silverblatt. “You’re also going to hear a lot about exchange rates.”The U.S. Dollar Index (DXY), which measures the greenback against a basket of other currencies, is up 9.5% this year. Multinational companies’ sales in foreign currencies are worth less when converted into dollars when the dollar strengthens. Expect to see companies making plenty of adjustments to earnings and growth rates for that foreign exchange headwind. For example, Apple (AAPL) said in April that it expected the strong dollar to subtract three percentage points from its year-over-year revenue growth in the second quarter.Credit Suisse’s chief U.S. equity strategist, Jonathan Golub, doesn’t expect this earning season to be overly problematic for the market. He notes that companies have been preannouncing negative results less than the average going into this reporting period.Golub is more concerned about Big Tech companies’ drag on the overall S&P 500’s earnings growth rate. In the first quarter aggregate earnings from Apple, Alphabet (GOOGL), Amazon.com , Meta Platforms , and Microsoft  fell by 1.5%. That problem looks to continue in the second quarter—each company is different, but the broad themes include slowing digital advertising sales, reopening shifts in spending from online to the real world, and tough comparisons to super-charged growth in the year-ago period.Golub also points to banks as a potential problem area this earnings season. That will have more to do with managements’ degree of confidence than fundamentals, with some banks likely to add to loan-loss reserves set aside in the first quarter. That’s an accounting adjustment to earnings, and reflects what management predicts will happen next. But for the banks, it will show up in second quarter numbers.How things shake out this earnings season will flow into analysts’ models for the third and fourth quarters. For now, consensus estimates have earnings growth reaccelerating into the low double digits in both periods. A rocky second quarter or gloomy management predictions could mean downside to those forecasts. And that’s the last thing a market down 21% year to date needs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957040423,"gmtCreate":1676829246063,"gmtModify":1676829250552,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Mr Cook is still giving out the dividend last year although the market doesn't performed well.&nbsp;&nbsp;","listText":"Mr Cook is still giving out the dividend last year although the market doesn't performed well.&nbsp;&nbsp;","text":"Mr Cook is still giving out the dividend last year although the market doesn't performed well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957040423","repostId":"1105645119","repostType":4,"repost":{"id":"1105645119","pubTimestamp":1676770383,"share":"https://www.laohu8.com/m/news/1105645119?lang=&edition=full","pubTime":"2023-02-19 09:33","market":"us","language":"en","title":"Largest Proxy Firm Recommends Apple Shareholder Vote For CEO Tim Cook's Reduced Pay Plan: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1105645119","media":"Benzinga","summary":"ZINGER KEY POINTSApple fundamentals took a hit in the wake of supply-chain constraints, production d","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Apple fundamentals took a hit in the wake of supply-chain constraints, production disruptions and a demand slowdown.</li><li>CEO Tim Cook&#39;s targeted compensation for 2023 was shaved by over 40%.</li></ul><p>Ahead of <b>Apple, Inc.’s</b> March 10 annual shareholder meeting, the tech giant seems to have found favor with the biggest proxy advisory.</p><p>Proxy advisory firm <b>Institutional Shareholder Services</b> has recommended that Apple shareholders vote in favor of the compensation packages of CEO <b>Tim Cook</b> and other company executives, Reuters reported, citing a research report from the firm released on Friday.</p><p>The firm has also reportedly sought support for Apple’s director nominees.</p><p>A proxy statement filed by Apple in mid-January showed that Cook’s target total compensation would be $49 million, a reduction of over 40% from the 2022 targeted compensation. In another change, the percentage of performance-based restricted stock units granted to him was increased from 50% to 75%.</p><p>&#34;Continued monitoring of the pay program is warranted to ensure that pay magnitude is supported by a continued strong performance by the company,&#34; ISS reportedly said in the note.</p><p>The firm, however, seconded proposals calling for a report on median gender and racial pay gaps and an amendment of proxy access rights, the report said. These two proposals were opposed by Apple’s management.</p><p>Apple closed Friday’s session at $152.55, down 0.75%.</p></body></html>","source":"lsy1606299360108","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>Largest Proxy Firm Recommends Apple Shareholder Vote For CEO Tim Cook's Reduced Pay Plan: Report</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\">\nLargest Proxy Firm Recommends Apple Shareholder Vote For CEO Tim Cook's Reduced Pay Plan: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/02/30972171/largest-proxy-firm-recommends-apple-shareholder-vote-for-ceo-tim-cooks-reduced-pay-plan-report><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSApple fundamentals took a hit in the wake of supply-chain constraints, production disruptions and a demand slowdown.CEO Tim Cook's targeted compensation for 2023 was shaved by over ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/02/30972171/largest-proxy-firm-recommends-apple-shareholder-vote-for-ceo-tim-cooks-reduced-pay-plan-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/23/02/30972171/largest-proxy-firm-recommends-apple-shareholder-vote-for-ceo-tim-cooks-reduced-pay-plan-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105645119","content_text":"ZINGER KEY POINTSApple fundamentals took a hit in the wake of supply-chain constraints, production disruptions and a demand slowdown.CEO Tim Cook's targeted compensation for 2023 was shaved by over 40%.Ahead of Apple, Inc.’s March 10 annual shareholder meeting, the tech giant seems to have found favor with the biggest proxy advisory.Proxy advisory firm Institutional Shareholder Services has recommended that Apple shareholders vote in favor of the compensation packages of CEO Tim Cook and other company executives, Reuters reported, citing a research report from the firm released on Friday.The firm has also reportedly sought support for Apple’s director nominees.A proxy statement filed by Apple in mid-January showed that Cook’s target total compensation would be $49 million, a reduction of over 40% from the 2022 targeted compensation. In another change, the percentage of performance-based restricted stock units granted to him was increased from 50% to 75%.\"Continued monitoring of the pay program is warranted to ensure that pay magnitude is supported by a continued strong performance by the company,\" ISS reportedly said in the note.The firm, however, seconded proposals calling for a report on median gender and racial pay gaps and an amendment of proxy access rights, the report said. These two proposals were opposed by Apple’s management.Apple closed Friday’s session at $152.55, down 0.75%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922431839,"gmtCreate":1671813131622,"gmtModify":1676538598627,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"War continues,&nbsp; oil price continues up.&nbsp; Mixed feelings.&nbsp;","listText":"War continues,&nbsp; oil price continues up.&nbsp; Mixed feelings.&nbsp;","text":"War continues, oil price continues up. Mixed feelings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922431839","repostId":"1195375536","repostType":4,"repost":{"id":"1195375536","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":1671806789,"share":"https://www.laohu8.com/m/news/1195375536?lang=&edition=full","pubTime":"2022-12-23 22:46","market":"us","language":"en","title":"Oil Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1195375536","media":"Tiger Newspress","summary":"Oil stocks climbed in morning trading. ConocoPhillips and Callon rose 2%; Exxon Mobil, Chevron and O","content":"<html><head></head><body><p>Oil stocks climbed in morning trading. ConocoPhillips and Callon rose 2%; Exxon Mobil, Chevron and Occidental rose 1%. The gains come as the price for crude rises more than 2% in early trading.</p><p><img src=\"https://static.tigerbbs.com/d820935d39c239a480719692c4752e35\" tg-width=\"385\" tg-height=\"725\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9eaa8f47be7cb92d026dd84bfc92bf47\" tg-width=\"384\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/></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>Oil Stocks Climbed in Morning Trading</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\">\nOil Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-23 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oil stocks climbed in morning trading. ConocoPhillips and Callon rose 2%; Exxon Mobil, Chevron and Occidental rose 1%. The gains come as the price for crude rises more than 2% in early trading.</p><p><img src=\"https://static.tigerbbs.com/d820935d39c239a480719692c4752e35\" tg-width=\"385\" tg-height=\"725\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9eaa8f47be7cb92d026dd84bfc92bf47\" tg-width=\"384\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","CPE":"卡隆石油","XOM":"埃克森美孚","PXD":"先锋自然资源","COP":"康菲石油","HAL":"哈里伯顿","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195375536","content_text":"Oil stocks climbed in morning trading. ConocoPhillips and Callon rose 2%; Exxon Mobil, Chevron and Occidental rose 1%. The gains come as the price for crude rises more than 2% in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962451867,"gmtCreate":1669827070260,"gmtModify":1676538252261,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"High&nbsp;Inflation rate&nbsp;is going to&nbsp;detriment U.S agriculture.","listText":"High&nbsp;Inflation rate&nbsp;is going to&nbsp;detriment U.S agriculture.","text":"High Inflation rate is going to detriment U.S agriculture.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962451867","repostId":"1112995522","repostType":2,"repost":{"id":"1112995522","pubTimestamp":1669817825,"share":"https://www.laohu8.com/m/news/1112995522?lang=&edition=full","pubTime":"2022-11-30 22:17","market":"us","language":"en","title":"Elon Musk Says the Fed Must Cut Rates Immediately","url":"https://stock-news.laohu8.com/highlight/detail?id=1112995522","media":"seekingalpha","summary":"After taking on Apple (AAPL) and Tim Cook, Elon Musk has a message for Jerome Powell: cut now.\"Trend","content":"<html><head></head><body><p>After taking on Apple (AAPL) and Tim Cook, Elon Musk has a message for Jerome Powell: cut now.</p><p>&#34;Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severerecession,&#39; Musk said,replyingto a tweet on recession expectations.</p><p>The demand is highly unlikely to carry any weight with Fed chief Powell and the FOMC. But as Tesla (TSLA) CEO and the richest man in the world, many pay attention to Musk&#39;s take on the economy.</p><p>Last month Musk predicted a recession could last until the first quarter of 2024 and in July he said he sawinflation pressures easing.</p><p>Powell speaks at the Hutchins Center on Fiscal and Monetary Policy later today. Futures are pricing in a 70% chance of a hike of 50 basis points at the December meeting.</p><p>Since his Twitter (TWTR) takeover, Musk has been pushing his agenda strongly in his tweets, sometimes with his usual trolling takes, using memes to imply he&#39;s going to war with Apple over the App Store.</p><p>Morgan Stanley said his Twitter (TWTR) involvement has added to thenegative sentiment around TSLA.</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>Elon Musk Says the Fed Must Cut Rates Immediately</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Says the Fed Must Cut Rates Immediately\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3912390-elon-musk-says-fed-powell-must-cut-rates-immediately><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After taking on Apple (AAPL) and Tim Cook, Elon Musk has a message for Jerome Powell: cut now.\"Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3912390-elon-musk-says-fed-powell-must-cut-rates-immediately\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3912390-elon-musk-says-fed-powell-must-cut-rates-immediately","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1112995522","content_text":"After taking on Apple (AAPL) and Tim Cook, Elon Musk has a message for Jerome Powell: cut now.\"Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severerecession,' Musk said,replyingto a tweet on recession expectations.The demand is highly unlikely to carry any weight with Fed chief Powell and the FOMC. But as Tesla (TSLA) CEO and the richest man in the world, many pay attention to Musk's take on the economy.Last month Musk predicted a recession could last until the first quarter of 2024 and in July he said he sawinflation pressures easing.Powell speaks at the Hutchins Center on Fiscal and Monetary Policy later today. Futures are pricing in a 70% chance of a hike of 50 basis points at the December meeting.Since his Twitter (TWTR) takeover, Musk has been pushing his agenda strongly in his tweets, sometimes with his usual trolling takes, using memes to imply he's going to war with Apple over the App Store.Morgan Stanley said his Twitter (TWTR) involvement has added to thenegative sentiment around TSLA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985242656,"gmtCreate":1667412760075,"gmtModify":1676537913313,"author":{"id":"4115816057337392","authorId":"4115816057337392","name":"吉慶","avatar":"https://community-static.tradeup.com/news/738daceb8088f8f40462fe504a021532","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985242656","repostId":"1112546358","repostType":4,"repost":{"id":"1112546358","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":1667412020,"share":"https://www.laohu8.com/m/news/1112546358?lang=&edition=full","pubTime":"2022-11-03 02:00","market":"nz","language":"en","title":"Fed Approves 0.75-Point Hike, Hints at Change in Policy Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1112546358","media":"Tiger Newspress","summary":"The Federal Reserve on Wednesday approved a fourth consecutive three-quarter point interest rate inc","content":"<html><head></head><body><p>The Federal Reserve on Wednesday approved a fourth consecutive three-quarter point interest rate increase and signaled a potential change in how it will approach monetary policy to bring down inflation.</p><p>In a well-telegraphed move that markets had been expecting for weeks, the central bank raised its short-term borrowing rate by 0.75 percentage point to a target range of 3.75%-4%, the highest level since January 2008.</p><p>The move continued the most aggressive pace of monetary policy tightening since the early 1980s, the last time inflation ran this high.</p><p>Along with anticipating the rate hike, markets also had been looking for language indicating that this could be the last 0.75-point, or 75 basis point, move. Specifically, some Fed officials along with Wall Street economists and strategists in recent weeks had talked of a “step-down” in policy that could see a rate increase of half a point at the December meeting and then a few smaller hikes in 2023.</p><p>That language was not overt in the post-meeting statement from the rate-setting Federal Open Market Committee, though there was a tweak that could point to an adjustment in policy.</p><p>This week’s statement expanded on previous language simply declaring that “ongoing increases in the target range will be appropriate.“</p><p>The new language read: “The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.“</p><p>The statement reiterated that policy changes “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.“</p><p>Markets will look to Chairman Jerome Powell’s news conference at 2:30 p.m. for more clarity on whether the Fed thinks it can implement less restrictive policy that would include a less dramatic level of rate hikes to achieve its inflation goals.</p><p>Along with the tweak in the statement, the FOMC again categorized growth in spending and production as “modest” and noted that “job gains have been robust in recent months” while inflation is “elevated.” The statement also reiterated language that the committee is “highly attentive to inflation risks.“</p><p>The rate increase comes as recent inflation readings show prices remain near 40-year highs. A historically tight jobs market in which there are nearly two openings for every unemployed worker is pushing up wages, a trend the Fed is seeking to head off as it tightens money supply.</p><p>Concerns are rising that the Fed, in its efforts to bring down the cost of living, also will pull the economy into recession. Powell has said he still sees a path to a “soft landing” in which there is not a severe contraction, but the U.S. economy this year has shown virtually no growth even as the full impact from the rate hikes has yet to kick in.</p><p>At the same time, the Fed’s preferred inflation measure showed the cost of living rose 6.2% in September from a year ago – 5.1% even excluding food and energy costs. GDP declined in both the first and second quarters, meeting a common definition of recession, though it rebounded to 2.6% in the third quarter largely because of an unusual rise in exports. At the same time, housing prices have plunged as 30-year mortgage rates have soared past 7% in recent days.</p><p>On Wall Street, markets have been rallying in anticipation that the Fed soon might start to ease back as worries grow over the longer-term impact of higher rates.</p><p>The Dow Jones Industrial Average has gained more than 13% over the past month, in part because of an earnings season that wasn’t as bad as feared but also amid growing hopes for a recalibration of Fed policy. Treasury yields also have come off their highest levels since the early days of the financial crisis, though they remain elevated. The benchmark 10-year note most recently was around 4.04%.</p><p>There is little if any expectation that the rate hikes will halt anytime soon, so the anticipation is just on a slower pace. Futures traders are pricing a near coin-flip chance of a half-point increase in December, against another three-quarter point move.</p><p>Current market pricing also indicates the fed funds rate will top out near 5% before the rate hikes cease.</p><p>The fed funds rate sets the level that banks charge each other for overnight loans, but spills over into multiple other consumer debt instruments such as adjustable-rate mortgages, auto loans and credit cards.</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>Fed Approves 0.75-Point Hike, Hints at Change in Policy Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Approves 0.75-Point Hike, Hints at Change in Policy Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-03 02:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Federal Reserve on Wednesday approved a fourth consecutive three-quarter point interest rate increase and signaled a potential change in how it will approach monetary policy to bring down inflation.</p><p>In a well-telegraphed move that markets had been expecting for weeks, the central bank raised its short-term borrowing rate by 0.75 percentage point to a target range of 3.75%-4%, the highest level since January 2008.</p><p>The move continued the most aggressive pace of monetary policy tightening since the early 1980s, the last time inflation ran this high.</p><p>Along with anticipating the rate hike, markets also had been looking for language indicating that this could be the last 0.75-point, or 75 basis point, move. Specifically, some Fed officials along with Wall Street economists and strategists in recent weeks had talked of a “step-down” in policy that could see a rate increase of half a point at the December meeting and then a few smaller hikes in 2023.</p><p>That language was not overt in the post-meeting statement from the rate-setting Federal Open Market Committee, though there was a tweak that could point to an adjustment in policy.</p><p>This week’s statement expanded on previous language simply declaring that “ongoing increases in the target range will be appropriate.“</p><p>The new language read: “The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.“</p><p>The statement reiterated that policy changes “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.“</p><p>Markets will look to Chairman Jerome Powell’s news conference at 2:30 p.m. for more clarity on whether the Fed thinks it can implement less restrictive policy that would include a less dramatic level of rate hikes to achieve its inflation goals.</p><p>Along with the tweak in the statement, the FOMC again categorized growth in spending and production as “modest” and noted that “job gains have been robust in recent months” while inflation is “elevated.” The statement also reiterated language that the committee is “highly attentive to inflation risks.“</p><p>The rate increase comes as recent inflation readings show prices remain near 40-year highs. A historically tight jobs market in which there are nearly two openings for every unemployed worker is pushing up wages, a trend the Fed is seeking to head off as it tightens money supply.</p><p>Concerns are rising that the Fed, in its efforts to bring down the cost of living, also will pull the economy into recession. Powell has said he still sees a path to a “soft landing” in which there is not a severe contraction, but the U.S. economy this year has shown virtually no growth even as the full impact from the rate hikes has yet to kick in.</p><p>At the same time, the Fed’s preferred inflation measure showed the cost of living rose 6.2% in September from a year ago – 5.1% even excluding food and energy costs. GDP declined in both the first and second quarters, meeting a common definition of recession, though it rebounded to 2.6% in the third quarter largely because of an unusual rise in exports. At the same time, housing prices have plunged as 30-year mortgage rates have soared past 7% in recent days.</p><p>On Wall Street, markets have been rallying in anticipation that the Fed soon might start to ease back as worries grow over the longer-term impact of higher rates.</p><p>The Dow Jones Industrial Average has gained more than 13% over the past month, in part because of an earnings season that wasn’t as bad as feared but also amid growing hopes for a recalibration of Fed policy. Treasury yields also have come off their highest levels since the early days of the financial crisis, though they remain elevated. The benchmark 10-year note most recently was around 4.04%.</p><p>There is little if any expectation that the rate hikes will halt anytime soon, so the anticipation is just on a slower pace. Futures traders are pricing a near coin-flip chance of a half-point increase in December, against another three-quarter point move.</p><p>Current market pricing also indicates the fed funds rate will top out near 5% before the rate hikes cease.</p><p>The fed funds rate sets the level that banks charge each other for overnight loans, but spills over into multiple other consumer debt instruments such as adjustable-rate mortgages, auto loans and credit cards.</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":"1112546358","content_text":"The Federal Reserve on Wednesday approved a fourth consecutive three-quarter point interest rate increase and signaled a potential change in how it will approach monetary policy to bring down inflation.In a well-telegraphed move that markets had been expecting for weeks, the central bank raised its short-term borrowing rate by 0.75 percentage point to a target range of 3.75%-4%, the highest level since January 2008.The move continued the most aggressive pace of monetary policy tightening since the early 1980s, the last time inflation ran this high.Along with anticipating the rate hike, markets also had been looking for language indicating that this could be the last 0.75-point, or 75 basis point, move. Specifically, some Fed officials along with Wall Street economists and strategists in recent weeks had talked of a “step-down” in policy that could see a rate increase of half a point at the December meeting and then a few smaller hikes in 2023.That language was not overt in the post-meeting statement from the rate-setting Federal Open Market Committee, though there was a tweak that could point to an adjustment in policy.This week’s statement expanded on previous language simply declaring that “ongoing increases in the target range will be appropriate.“The new language read: “The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.“The statement reiterated that policy changes “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.“Markets will look to Chairman Jerome Powell’s news conference at 2:30 p.m. for more clarity on whether the Fed thinks it can implement less restrictive policy that would include a less dramatic level of rate hikes to achieve its inflation goals.Along with the tweak in the statement, the FOMC again categorized growth in spending and production as “modest” and noted that “job gains have been robust in recent months” while inflation is “elevated.” The statement also reiterated language that the committee is “highly attentive to inflation risks.“The rate increase comes as recent inflation readings show prices remain near 40-year highs. A historically tight jobs market in which there are nearly two openings for every unemployed worker is pushing up wages, a trend the Fed is seeking to head off as it tightens money supply.Concerns are rising that the Fed, in its efforts to bring down the cost of living, also will pull the economy into recession. Powell has said he still sees a path to a “soft landing” in which there is not a severe contraction, but the U.S. economy this year has shown virtually no growth even as the full impact from the rate hikes has yet to kick in.At the same time, the Fed’s preferred inflation measure showed the cost of living rose 6.2% in September from a year ago – 5.1% even excluding food and energy costs. GDP declined in both the first and second quarters, meeting a common definition of recession, though it rebounded to 2.6% in the third quarter largely because of an unusual rise in exports. At the same time, housing prices have plunged as 30-year mortgage rates have soared past 7% in recent days.On Wall Street, markets have been rallying in anticipation that the Fed soon might start to ease back as worries grow over the longer-term impact of higher rates.The Dow Jones Industrial Average has gained more than 13% over the past month, in part because of an earnings season that wasn’t as bad as feared but also amid growing hopes for a recalibration of Fed policy. Treasury yields also have come off their highest levels since the early days of the financial crisis, though they remain elevated. The benchmark 10-year note most recently was around 4.04%.There is little if any expectation that the rate hikes will halt anytime soon, so the anticipation is just on a slower pace. Futures traders are pricing a near coin-flip chance of a half-point increase in December, against another three-quarter point move.Current market pricing also indicates the fed funds rate will top out near 5% before the rate hikes cease.The fed funds rate sets the level that banks charge each other for overnight loans, but spills over into multiple other consumer debt instruments such as adjustable-rate mortgages, auto loans and credit cards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}