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08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902977258,"gmtCreate":1659651060476,"gmtModify":1705586670628,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120031017656692","idStr":"4120031017656692"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902977258","repostId":"1107326277","repostType":4,"repost":{"id":"1107326277","kind":"news","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":1659621190,"share":"https://ttm.financial/m/news/1107326277?lang=&edition=fundamental","pubTime":"2022-08-04 21:53","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107326277","media":"Tiger Newspress","summary":"Hot Chinese ADRs Gained in Morning Trading.Alibaba, Baidu, Bilibili, iQiyi, Li Auto, Nio, JD.com, Pi","content":"<html><head></head><body><p>Hot Chinese ADRs Gained in Morning Trading.</p><p>Alibaba, Baidu, Bilibili, iQiyi, Li Auto, Nio, JD.com, Pinduoduo, and Xpeng rose between 2% and 6%.<img src=\"https://static.tigerbbs.com/1ab0b4f110581fda8abeb03ffec814bb\" tg-width=\"459\" tg-height=\"645\" 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>Hot Chinese ADRs Gained 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\">\nHot Chinese ADRs Gained 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\">2022-08-04 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs Gained in Morning Trading.</p><p>Alibaba, Baidu, Bilibili, iQiyi, Li Auto, Nio, JD.com, Pinduoduo, and Xpeng rose between 2% and 6%.<img src=\"https://static.tigerbbs.com/1ab0b4f110581fda8abeb03ffec814bb\" tg-width=\"459\" tg-height=\"645\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107326277","content_text":"Hot Chinese ADRs Gained in Morning Trading.Alibaba, Baidu, Bilibili, iQiyi, Li Auto, Nio, JD.com, Pinduoduo, and Xpeng rose between 2% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909478078,"gmtCreate":1658916752694,"gmtModify":1676536228420,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120031017656692","idStr":"4120031017656692"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909478078","repostId":"1114743155","repostType":2,"repost":{"id":"1114743155","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1658910624,"share":"https://ttm.financial/m/news/1114743155?lang=&edition=fundamental","pubTime":"2022-07-27 16:30","market":"us","language":"en","title":"Alphabet, Boeing And Meta Platforms: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1114743155","media":"Benzinga","summary":"Wall Street expects The Boeing Company to report a quarterly loss at $0.16 per share on revenue of $","content":"<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/BA\">Boeing Company</a> to report a quarterly loss at $0.16 per share on revenue of $17.55 billion before the opening bell. Boeing shares rose 1.3% to $157.95 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> reported downbeat earnings for its second quarter on Tuesday. However, revenue for the company’s Search and Other segment was $40.7 billion, up 13.7% year-over-year. Alphabet shares surged 5% to $110.25 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb Company</a> to have earned $1.82 per share on revenue of $11.45 billion for the latest quarter. The company will release earnings before the markets open. Bristol-Myers Squibb shares fell 0.6% to $73.22 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> reported weaker-than-expected results for its fourth quarter on Tuesday. However, the company issued an upbeat sales outlook for the fiscal year. Microsoft shares gained 4% to $261.95 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to report quarterly earnings at $2.61 per share on revenue of $28.97 billion after the closing bell. Meta Platforms shares rose 2.5% to $163.20 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/V\">Visa Inc</a> reported better-than-expected results for its fiscal third-quarter on Tuesday. Visa shares, however, fell 0.2% to $212.00 in the after-hours trading session.</li><li>After the closing bell, <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> is projected to post quarterly earnings at $0.45 per share on revenue of $34.32 billion. Ford shares gained 1.6% to $12.74 in after-hours trading.</li></ul></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>Alphabet, Boeing And Meta Platforms: U.S. Stocks To Watch</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\">\nAlphabet, Boeing And Meta Platforms: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-27 16:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/BA\">Boeing Company</a> to report a quarterly loss at $0.16 per share on revenue of $17.55 billion before the opening bell. Boeing shares rose 1.3% to $157.95 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> reported downbeat earnings for its second quarter on Tuesday. However, revenue for the company’s Search and Other segment was $40.7 billion, up 13.7% year-over-year. Alphabet shares surged 5% to $110.25 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb Company</a> to have earned $1.82 per share on revenue of $11.45 billion for the latest quarter. The company will release earnings before the markets open. Bristol-Myers Squibb shares fell 0.6% to $73.22 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> reported weaker-than-expected results for its fourth quarter on Tuesday. However, the company issued an upbeat sales outlook for the fiscal year. Microsoft shares gained 4% to $261.95 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to report quarterly earnings at $2.61 per share on revenue of $28.97 billion after the closing bell. Meta Platforms shares rose 2.5% to $163.20 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/V\">Visa Inc</a> reported better-than-expected results for its fiscal third-quarter on Tuesday. Visa shares, however, fell 0.2% to $212.00 in the after-hours trading session.</li><li>After the closing bell, <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> is projected to post quarterly earnings at $0.45 per share on revenue of $34.32 billion. Ford shares gained 1.6% to $12.74 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","F":"福特汽车","MSFT":"微软","V":"Visa","META":"Meta Platforms, Inc.","BA":"波音"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114743155","content_text":"Wall Street expects The Boeing Company to report a quarterly loss at $0.16 per share on revenue of $17.55 billion before the opening bell. Boeing shares rose 1.3% to $157.95 in after-hours trading.Alphabet Inc. reported downbeat earnings for its second quarter on Tuesday. However, revenue for the company’s Search and Other segment was $40.7 billion, up 13.7% year-over-year. Alphabet shares surged 5% to $110.25 in the after-hours trading session.Analysts are expecting Bristol-Myers Squibb Company to have earned $1.82 per share on revenue of $11.45 billion for the latest quarter. The company will release earnings before the markets open. Bristol-Myers Squibb shares fell 0.6% to $73.22 in after-hours trading.Microsoft Corporation reported weaker-than-expected results for its fourth quarter on Tuesday. However, the company issued an upbeat sales outlook for the fiscal year. Microsoft shares gained 4% to $261.95 in the after-hours trading session.Analysts expect Meta Platforms, Inc. to report quarterly earnings at $2.61 per share on revenue of $28.97 billion after the closing bell. Meta Platforms shares rose 2.5% to $163.20 in pre-market trading.Visa Inc reported better-than-expected results for its fiscal third-quarter on Tuesday. Visa shares, however, fell 0.2% to $212.00 in the after-hours trading session.After the closing bell, Ford Motor Company is projected to post quarterly earnings at $0.45 per share on revenue of $34.32 billion. Ford shares gained 1.6% to $12.74 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909471110,"gmtCreate":1658916649930,"gmtModify":1676536228381,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120031017656692","idStr":"4120031017656692"},"themes":[],"htmlText":"Good information&nbsp;","listText":"Good information&nbsp;","text":"Good information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909471110","repostId":"1123177018","repostType":4,"repost":{"id":"1123177018","kind":"news","pubTimestamp":1658913082,"share":"https://ttm.financial/m/news/1123177018?lang=&edition=fundamental","pubTime":"2022-07-27 17:11","market":"us","language":"en","title":"Cathie Wood-Linked ETFs Are Standing Out From $6.4 Trillion Pack","url":"https://stock-news.laohu8.com/highlight/detail?id=1123177018","media":"Bloomberg","summary":"Short ARKK ETF by AXS and Tuttle has gained over 50% in 2022Trading volume jumps in TARK, which doub","content":"<html><head></head><body><ul><li>Short ARKK ETF by AXS and Tuttle has gained over 50% in 2022</li><li>Trading volume jumps in TARK, which doubles ARKK performance</li></ul><p>One strategy has helped a company stand out in the $6.4 trillion US exchange-traded fund market -- piggybacking off of Cathie Wood.</p><p>That’s the tactic helping to bolster up AXS Investments, the ETF issuer behind funds that bet both for and against Wood’s $9.4 billion ARK Innovation ETF (ticker ARKK). Since its launch in May, trading volume has steadily increased in the AXS 2X Innovation ETF (TARK), which doubles the performance of Wood’s flagship fund. Meanwhile, its Tuttle Capital Short Innovation ETF (SARK), which bets against ARKK, has ballooned in size to $395 million in nine months.</p><p>“It’s really the first time I’ve seen a firm be able to ride the wave of another ETF issuer,” Athanasios Psarofagis, ETF analyst at Bloomberg Intelligence, said. “In a way they help each other: AXS needs ARK, but ARK now benefits from more attention, and more trading building around their products.”</p><p>The Federal Reserve’s rapid interest-rate hikes have dented highly-valued technology companies that make up most of ARKK’s holdings. As a result, ARKK has fallen over 50% year to date. But its decline hasn’t stopped investors from pouring $1.8 billion into the fund in 2022 -- underscoring the cult following Wood has maintained ever since her nearly 150% run in 2020.</p><p>Wood’s popularity has sparked a global ecosystem of funds attempting to mimic ARK, with Bloomberg Intelligence tracking 24 exchange-traded products globally that are tied to the performance of an ARK strategy.</p><p>Out of all of the ARK-focused funds, SARK, which tracks the inverse performance of ARKK using swaps contracts to achieve the opposite return of Wood’s fund for a single day, has gained the most. The fund’s price jumped about 53% this year. AXS, which also recently launched the first US single-stock ETFs, announced the purchase of the fund from Tuttle Capital Management in April.</p><p><img src=\"https://static.tigerbbs.com/121661139e8c03daffbfdb7d558b8441\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Meanwhile, AXS’s newer $36 million fund, TARK, which uses derivatives to track double the performance of ARKK, is fresh off its highest trading volume week since inception, clocking in more than $10 million. Its month-to-date volume surpassed the entire month of June.</p><p>AXS Chief Executive Officer Greg Bassuk credits the success of both ETFs to the fact that they were the first funds to allow ETF traders access to leveraged and inverse bets to the disruptive innovation theme.</p><p>“For traders who are bullish on the disruptive technology space, this became the only way to get leverage exposure,” he said. “We don’t see it as necessarily folks who are either fans of Wood or not fans of Wood.”</p><p>Stocks dropped Tuesday as earnings optimism waned and traders questioned the likelihood that the Fed’s monetary tightening will be able to keep the economy out of a deep recession. While the trading action has paused ARKK’s recent rally, the ETF is still up over 9% in July and its double-leveraged copycat TARK is up about 15%.</p><p>SARK’s founder Matthew Tuttle said that the ETF is not about betting against Wood, but about making a bet against the high-flying technology stocks that he believed were ripe for a correction.</p><p>“We definitely had a view on the market,” he said. “We wouldn’t have launched this if we didn’t think this has the potential to make investors a lot of money.”</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>Cathie Wood-Linked ETFs Are Standing Out From $6.4 Trillion Pack</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\">\nCathie Wood-Linked ETFs Are Standing Out From $6.4 Trillion Pack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-26/cathie-wood-linked-etfs-are-standing-out-from-6-4-trillion-pack?srnd=etfs><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short ARKK ETF by AXS and Tuttle has gained over 50% in 2022Trading volume jumps in TARK, which doubles ARKK performanceOne strategy has helped a company stand out in the $6.4 trillion US exchange-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-26/cathie-wood-linked-etfs-are-standing-out-from-6-4-trillion-pack?srnd=etfs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-26/cathie-wood-linked-etfs-are-standing-out-from-6-4-trillion-pack?srnd=etfs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123177018","content_text":"Short ARKK ETF by AXS and Tuttle has gained over 50% in 2022Trading volume jumps in TARK, which doubles ARKK performanceOne strategy has helped a company stand out in the $6.4 trillion US exchange-traded fund market -- piggybacking off of Cathie Wood.That’s the tactic helping to bolster up AXS Investments, the ETF issuer behind funds that bet both for and against Wood’s $9.4 billion ARK Innovation ETF (ticker ARKK). Since its launch in May, trading volume has steadily increased in the AXS 2X Innovation ETF (TARK), which doubles the performance of Wood’s flagship fund. Meanwhile, its Tuttle Capital Short Innovation ETF (SARK), which bets against ARKK, has ballooned in size to $395 million in nine months.“It’s really the first time I’ve seen a firm be able to ride the wave of another ETF issuer,” Athanasios Psarofagis, ETF analyst at Bloomberg Intelligence, said. “In a way they help each other: AXS needs ARK, but ARK now benefits from more attention, and more trading building around their products.”The Federal Reserve’s rapid interest-rate hikes have dented highly-valued technology companies that make up most of ARKK’s holdings. As a result, ARKK has fallen over 50% year to date. But its decline hasn’t stopped investors from pouring $1.8 billion into the fund in 2022 -- underscoring the cult following Wood has maintained ever since her nearly 150% run in 2020.Wood’s popularity has sparked a global ecosystem of funds attempting to mimic ARK, with Bloomberg Intelligence tracking 24 exchange-traded products globally that are tied to the performance of an ARK strategy.Out of all of the ARK-focused funds, SARK, which tracks the inverse performance of ARKK using swaps contracts to achieve the opposite return of Wood’s fund for a single day, has gained the most. The fund’s price jumped about 53% this year. AXS, which also recently launched the first US single-stock ETFs, announced the purchase of the fund from Tuttle Capital Management in April.Meanwhile, AXS’s newer $36 million fund, TARK, which uses derivatives to track double the performance of ARKK, is fresh off its highest trading volume week since inception, clocking in more than $10 million. Its month-to-date volume surpassed the entire month of June.AXS Chief Executive Officer Greg Bassuk credits the success of both ETFs to the fact that they were the first funds to allow ETF traders access to leveraged and inverse bets to the disruptive innovation theme.“For traders who are bullish on the disruptive technology space, this became the only way to get leverage exposure,” he said. “We don’t see it as necessarily folks who are either fans of Wood or not fans of Wood.”Stocks dropped Tuesday as earnings optimism waned and traders questioned the likelihood that the Fed’s monetary tightening will be able to keep the economy out of a deep recession. While the trading action has paused ARKK’s recent rally, the ETF is still up over 9% in July and its double-leveraged copycat TARK is up about 15%.SARK’s founder Matthew Tuttle said that the ETF is not about betting against Wood, but about making a bet against the high-flying technology stocks that he believed were ripe for a correction.“We definitely had a view on the market,” he said. “We wouldn’t have launched this if we didn’t think this has the potential to make investors a lot of money.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909473420,"gmtCreate":1658916607660,"gmtModify":1676536228366,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120031017656692","idStr":"4120031017656692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909473420","repostId":"1103017858","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9994716214,"gmtCreate":1661695043140,"gmtModify":1676536562083,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120031017656692","authorIdStr":"4120031017656692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994716214","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909471110,"gmtCreate":1658916649930,"gmtModify":1676536228381,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120031017656692","authorIdStr":"4120031017656692"},"themes":[],"htmlText":"Good information&nbsp;","listText":"Good information&nbsp;","text":"Good information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909471110","repostId":"1123177018","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902977258,"gmtCreate":1659651060476,"gmtModify":1705586670628,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120031017656692","authorIdStr":"4120031017656692"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902977258","repostId":"1107326277","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909478078,"gmtCreate":1658916752694,"gmtModify":1676536228420,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120031017656692","authorIdStr":"4120031017656692"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909478078","repostId":"1114743155","repostType":2,"repost":{"id":"1114743155","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1658910624,"share":"https://ttm.financial/m/news/1114743155?lang=&edition=fundamental","pubTime":"2022-07-27 16:30","market":"us","language":"en","title":"Alphabet, Boeing And Meta Platforms: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1114743155","media":"Benzinga","summary":"Wall Street expects The Boeing Company to report a quarterly loss at $0.16 per share on revenue of $","content":"<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/BA\">Boeing Company</a> to report a quarterly loss at $0.16 per share on revenue of $17.55 billion before the opening bell. Boeing shares rose 1.3% to $157.95 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> reported downbeat earnings for its second quarter on Tuesday. However, revenue for the company’s Search and Other segment was $40.7 billion, up 13.7% year-over-year. Alphabet shares surged 5% to $110.25 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb Company</a> to have earned $1.82 per share on revenue of $11.45 billion for the latest quarter. The company will release earnings before the markets open. Bristol-Myers Squibb shares fell 0.6% to $73.22 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> reported weaker-than-expected results for its fourth quarter on Tuesday. However, the company issued an upbeat sales outlook for the fiscal year. Microsoft shares gained 4% to $261.95 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to report quarterly earnings at $2.61 per share on revenue of $28.97 billion after the closing bell. Meta Platforms shares rose 2.5% to $163.20 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/V\">Visa Inc</a> reported better-than-expected results for its fiscal third-quarter on Tuesday. Visa shares, however, fell 0.2% to $212.00 in the after-hours trading session.</li><li>After the closing bell, <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> is projected to post quarterly earnings at $0.45 per share on revenue of $34.32 billion. Ford shares gained 1.6% to $12.74 in after-hours trading.</li></ul></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>Alphabet, Boeing And Meta Platforms: U.S. Stocks To Watch</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\">\nAlphabet, Boeing And Meta Platforms: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-27 16:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/BA\">Boeing Company</a> to report a quarterly loss at $0.16 per share on revenue of $17.55 billion before the opening bell. Boeing shares rose 1.3% to $157.95 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> reported downbeat earnings for its second quarter on Tuesday. However, revenue for the company’s Search and Other segment was $40.7 billion, up 13.7% year-over-year. Alphabet shares surged 5% to $110.25 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb Company</a> to have earned $1.82 per share on revenue of $11.45 billion for the latest quarter. The company will release earnings before the markets open. Bristol-Myers Squibb shares fell 0.6% to $73.22 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> reported weaker-than-expected results for its fourth quarter on Tuesday. However, the company issued an upbeat sales outlook for the fiscal year. Microsoft shares gained 4% to $261.95 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to report quarterly earnings at $2.61 per share on revenue of $28.97 billion after the closing bell. Meta Platforms shares rose 2.5% to $163.20 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/V\">Visa Inc</a> reported better-than-expected results for its fiscal third-quarter on Tuesday. Visa shares, however, fell 0.2% to $212.00 in the after-hours trading session.</li><li>After the closing bell, <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> is projected to post quarterly earnings at $0.45 per share on revenue of $34.32 billion. Ford shares gained 1.6% to $12.74 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","F":"福特汽车","MSFT":"微软","V":"Visa","META":"Meta Platforms, Inc.","BA":"波音"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114743155","content_text":"Wall Street expects The Boeing Company to report a quarterly loss at $0.16 per share on revenue of $17.55 billion before the opening bell. Boeing shares rose 1.3% to $157.95 in after-hours trading.Alphabet Inc. reported downbeat earnings for its second quarter on Tuesday. However, revenue for the company’s Search and Other segment was $40.7 billion, up 13.7% year-over-year. Alphabet shares surged 5% to $110.25 in the after-hours trading session.Analysts are expecting Bristol-Myers Squibb Company to have earned $1.82 per share on revenue of $11.45 billion for the latest quarter. The company will release earnings before the markets open. Bristol-Myers Squibb shares fell 0.6% to $73.22 in after-hours trading.Microsoft Corporation reported weaker-than-expected results for its fourth quarter on Tuesday. However, the company issued an upbeat sales outlook for the fiscal year. Microsoft shares gained 4% to $261.95 in the after-hours trading session.Analysts expect Meta Platforms, Inc. to report quarterly earnings at $2.61 per share on revenue of $28.97 billion after the closing bell. Meta Platforms shares rose 2.5% to $163.20 in pre-market trading.Visa Inc reported better-than-expected results for its fiscal third-quarter on Tuesday. Visa shares, however, fell 0.2% to $212.00 in the after-hours trading session.After the closing bell, Ford Motor Company is projected to post quarterly earnings at $0.45 per share on revenue of $34.32 billion. Ford shares gained 1.6% to $12.74 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909473420,"gmtCreate":1658916607660,"gmtModify":1676536228366,"author":{"id":"4120031017656692","authorId":"4120031017656692","name":"HuatHuatar","avatar":"https://community-static.tradeup.com/news/d0e9484aae3b1b0864a64113900a32ca","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120031017656692","authorIdStr":"4120031017656692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909473420","repostId":"1103017858","repostType":4,"repost":{"id":"1103017858","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658904453,"share":"https://ttm.financial/m/news/1103017858?lang=&edition=fundamental","pubTime":"2022-07-27 14:47","market":"us","language":"en","title":"Fed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=1103017858","media":"Reuters","summary":"With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage po","content":"<html><head></head><body><p>With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage point on Wednesday to battle high inflation, focus will shift to how deeply signs of an economic slowdown have registered with its policymakers.</p><p>The anticipated increase in the target federal funds rate, the Fed&#39;s key tool in trying to lower inflation from a four-decade high, will bring the U.S. central bank to a mile marker of sorts as it reaches a level of around 2.4% that is estimated to no longer encourage economic activity.</p><p>That will represent one of the fastest-ever gear changes in U.S. monetary policy - just over four months ago the policy rate was near zero and the Fed was buying billions of dollars of bonds each month to help the economy recover from the COVID-19 pandemic.</p><p>But while there has been little progress registered yet in the inflation fight, signs of economic stress are accumulating - and raising the stakes for Fed officials as they weigh just how much tighter monetary policy needs to be to slow price increases against the risk that going too far could trigger a recession. </p><p>Even ahead of this week&#39;s two-day policy meeting, the inflation problem was considered so dire that investors placed about a one-in-four chance the Fed would surprise markets with a larger 1-percentage-point increase in its benchmark overnight interest rate, reminiscent of the hikes used in the early 1980s by then-Fed Chair Paul Volcker.</p><p>As the Fed&#39;s impact on the economy becomes more apparent, the issue now is whether it is at risk of overdoing it.</p><p>Parts of the U.S. bond market are signaling an increased likelihood of recession, with yields on 2-year U.S. Treasury notes now higher than they are for 10-year Treasuries, a possible sign of lost faith in near-term economic growth and reflecting a possibility the Fed may be forced to cut rates within a relatively short span of time.</p><p>Fears of a stalling economy were stoked late on Monday when Walmart Inc (WMT.N), whose massive footprint offers a broad view of consumer behavior, cut its profit outlook and said inflation had pressed shoppers to spend their money on food and fuel instead of higher-margin discretionary items like electronics and apparel. General Motors Co (GM.N), for its part, said it had eased hiring and delayed planned spending in response to inflation and to hedge against a possible broader slowdown. </p><p>The U.S. Commerce Department is expected on Thursday to report that gross domestic product grew at a turgid pace in the second quarter. New employment data scheduled to be released next week will show whether robust job creation, considered an important strength of the U.S. economy right now, continued in July.</p><h2>CONFLICTING DATA</h2><p>Fed policymakers will not issue new economic projections of their own on Wednesday. But a new policy statement due to be released at 2 p.m. EDT (1800 GMT) and Fed Chair Jerome Powell&#39;s news conference half an hour later should elaborate on how the central bank views the recent economic data and at least hint at its next steps.</p><p>That will almost certainly include another interest rate increase at the Fed&#39;s next policy meeting in September, with upcoming inflation data likely to shape whether officials opt for another 75-basis-point increase, or scale back to a half-percentage-point move.</p><p>With consumer prices rising at a more than a 9% annual rate as of June, &#34;the Fed will not slow the pace of hikes until they are convinced inflation has turned,&#34; Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote recently.</p><p>A number of Fed officials at various points since the start of the year have said they thought inflation had peaked, only to be caught out as prices continued to rise faster. By the Fed&#39;s preferred measure, inflation is running at more than three times the central bank&#39;s 2% annual target, leaving policymakers aligned behind not just the unusually large 75-basis-point hikes - the biggest moves since 1994 - but a promise to continue raising borrowing costs until monthly inflation numbers fall.</p><p>To some economists that has heightened the risk of error, since data on prices may lag the impact of rising rates on the economy and prompt the Fed to continue its monetary policy tightening in the midst of a slowdown.</p><p>The average contract rate on a 30-year fixed-rate mortgage has risen from below 3% to about 5.5% on the basis of the Fed&#39;s rate hikes so far, for example, and new home sales already have fallen to the lowest levels since the start of the pandemic.</p><p>By the time of the Fed&#39;s Sept. 20-21 meeting, policymakers will have two months of additional data in hand on prices, consumer spending, business output, jobs, and other aspects of the economy.</p><p>If inflation does slow before that meeting, it could clear the way for the Fed to slow down.</p><p>Investors, as of now, are roughly split over whether that will happen, with data likely to continue pulling in both directions.</p><p>The U.S. economy &#34;is likely to have contracted in the first half of the year, but job growth remains robust. Inflation is leading to record-low consumer sentiment, but consumers are still spending,&#34; as are businesses, Greg Daco, chief economist at EY-Parthenon, wrote this week. The U.S. right now is &#34;a world of paradox.&#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>Fed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow</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\">\nFed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-27 14:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage point on Wednesday to battle high inflation, focus will shift to how deeply signs of an economic slowdown have registered with its policymakers.</p><p>The anticipated increase in the target federal funds rate, the Fed&#39;s key tool in trying to lower inflation from a four-decade high, will bring the U.S. central bank to a mile marker of sorts as it reaches a level of around 2.4% that is estimated to no longer encourage economic activity.</p><p>That will represent one of the fastest-ever gear changes in U.S. monetary policy - just over four months ago the policy rate was near zero and the Fed was buying billions of dollars of bonds each month to help the economy recover from the COVID-19 pandemic.</p><p>But while there has been little progress registered yet in the inflation fight, signs of economic stress are accumulating - and raising the stakes for Fed officials as they weigh just how much tighter monetary policy needs to be to slow price increases against the risk that going too far could trigger a recession. </p><p>Even ahead of this week&#39;s two-day policy meeting, the inflation problem was considered so dire that investors placed about a one-in-four chance the Fed would surprise markets with a larger 1-percentage-point increase in its benchmark overnight interest rate, reminiscent of the hikes used in the early 1980s by then-Fed Chair Paul Volcker.</p><p>As the Fed&#39;s impact on the economy becomes more apparent, the issue now is whether it is at risk of overdoing it.</p><p>Parts of the U.S. bond market are signaling an increased likelihood of recession, with yields on 2-year U.S. Treasury notes now higher than they are for 10-year Treasuries, a possible sign of lost faith in near-term economic growth and reflecting a possibility the Fed may be forced to cut rates within a relatively short span of time.</p><p>Fears of a stalling economy were stoked late on Monday when Walmart Inc (WMT.N), whose massive footprint offers a broad view of consumer behavior, cut its profit outlook and said inflation had pressed shoppers to spend their money on food and fuel instead of higher-margin discretionary items like electronics and apparel. General Motors Co (GM.N), for its part, said it had eased hiring and delayed planned spending in response to inflation and to hedge against a possible broader slowdown. </p><p>The U.S. Commerce Department is expected on Thursday to report that gross domestic product grew at a turgid pace in the second quarter. New employment data scheduled to be released next week will show whether robust job creation, considered an important strength of the U.S. economy right now, continued in July.</p><h2>CONFLICTING DATA</h2><p>Fed policymakers will not issue new economic projections of their own on Wednesday. But a new policy statement due to be released at 2 p.m. EDT (1800 GMT) and Fed Chair Jerome Powell&#39;s news conference half an hour later should elaborate on how the central bank views the recent economic data and at least hint at its next steps.</p><p>That will almost certainly include another interest rate increase at the Fed&#39;s next policy meeting in September, with upcoming inflation data likely to shape whether officials opt for another 75-basis-point increase, or scale back to a half-percentage-point move.</p><p>With consumer prices rising at a more than a 9% annual rate as of June, &#34;the Fed will not slow the pace of hikes until they are convinced inflation has turned,&#34; Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote recently.</p><p>A number of Fed officials at various points since the start of the year have said they thought inflation had peaked, only to be caught out as prices continued to rise faster. By the Fed&#39;s preferred measure, inflation is running at more than three times the central bank&#39;s 2% annual target, leaving policymakers aligned behind not just the unusually large 75-basis-point hikes - the biggest moves since 1994 - but a promise to continue raising borrowing costs until monthly inflation numbers fall.</p><p>To some economists that has heightened the risk of error, since data on prices may lag the impact of rising rates on the economy and prompt the Fed to continue its monetary policy tightening in the midst of a slowdown.</p><p>The average contract rate on a 30-year fixed-rate mortgage has risen from below 3% to about 5.5% on the basis of the Fed&#39;s rate hikes so far, for example, and new home sales already have fallen to the lowest levels since the start of the pandemic.</p><p>By the time of the Fed&#39;s Sept. 20-21 meeting, policymakers will have two months of additional data in hand on prices, consumer spending, business output, jobs, and other aspects of the economy.</p><p>If inflation does slow before that meeting, it could clear the way for the Fed to slow down.</p><p>Investors, as of now, are roughly split over whether that will happen, with data likely to continue pulling in both directions.</p><p>The U.S. economy &#34;is likely to have contracted in the first half of the year, but job growth remains robust. Inflation is leading to record-low consumer sentiment, but consumers are still spending,&#34; as are businesses, Greg Daco, chief economist at EY-Parthenon, wrote this week. The U.S. right now is &#34;a world of paradox.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103017858","content_text":"With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage point on Wednesday to battle high inflation, focus will shift to how deeply signs of an economic slowdown have registered with its policymakers.The anticipated increase in the target federal funds rate, the Fed's key tool in trying to lower inflation from a four-decade high, will bring the U.S. central bank to a mile marker of sorts as it reaches a level of around 2.4% that is estimated to no longer encourage economic activity.That will represent one of the fastest-ever gear changes in U.S. monetary policy - just over four months ago the policy rate was near zero and the Fed was buying billions of dollars of bonds each month to help the economy recover from the COVID-19 pandemic.But while there has been little progress registered yet in the inflation fight, signs of economic stress are accumulating - and raising the stakes for Fed officials as they weigh just how much tighter monetary policy needs to be to slow price increases against the risk that going too far could trigger a recession. Even ahead of this week's two-day policy meeting, the inflation problem was considered so dire that investors placed about a one-in-four chance the Fed would surprise markets with a larger 1-percentage-point increase in its benchmark overnight interest rate, reminiscent of the hikes used in the early 1980s by then-Fed Chair Paul Volcker.As the Fed's impact on the economy becomes more apparent, the issue now is whether it is at risk of overdoing it.Parts of the U.S. bond market are signaling an increased likelihood of recession, with yields on 2-year U.S. Treasury notes now higher than they are for 10-year Treasuries, a possible sign of lost faith in near-term economic growth and reflecting a possibility the Fed may be forced to cut rates within a relatively short span of time.Fears of a stalling economy were stoked late on Monday when Walmart Inc (WMT.N), whose massive footprint offers a broad view of consumer behavior, cut its profit outlook and said inflation had pressed shoppers to spend their money on food and fuel instead of higher-margin discretionary items like electronics and apparel. General Motors Co (GM.N), for its part, said it had eased hiring and delayed planned spending in response to inflation and to hedge against a possible broader slowdown. The U.S. Commerce Department is expected on Thursday to report that gross domestic product grew at a turgid pace in the second quarter. New employment data scheduled to be released next week will show whether robust job creation, considered an important strength of the U.S. economy right now, continued in July.CONFLICTING DATAFed policymakers will not issue new economic projections of their own on Wednesday. But a new policy statement due to be released at 2 p.m. EDT (1800 GMT) and Fed Chair Jerome Powell's news conference half an hour later should elaborate on how the central bank views the recent economic data and at least hint at its next steps.That will almost certainly include another interest rate increase at the Fed's next policy meeting in September, with upcoming inflation data likely to shape whether officials opt for another 75-basis-point increase, or scale back to a half-percentage-point move.With consumer prices rising at a more than a 9% annual rate as of June, \"the Fed will not slow the pace of hikes until they are convinced inflation has turned,\" Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote recently.A number of Fed officials at various points since the start of the year have said they thought inflation had peaked, only to be caught out as prices continued to rise faster. By the Fed's preferred measure, inflation is running at more than three times the central bank's 2% annual target, leaving policymakers aligned behind not just the unusually large 75-basis-point hikes - the biggest moves since 1994 - but a promise to continue raising borrowing costs until monthly inflation numbers fall.To some economists that has heightened the risk of error, since data on prices may lag the impact of rising rates on the economy and prompt the Fed to continue its monetary policy tightening in the midst of a slowdown.The average contract rate on a 30-year fixed-rate mortgage has risen from below 3% to about 5.5% on the basis of the Fed's rate hikes so far, for example, and new home sales already have fallen to the lowest levels since the start of the pandemic.By the time of the Fed's Sept. 20-21 meeting, policymakers will have two months of additional data in hand on prices, consumer spending, business output, jobs, and other aspects of the economy.If inflation does slow before that meeting, it could clear the way for the Fed to slow down.Investors, as of now, are roughly split over whether that will happen, with data likely to continue pulling in both directions.The U.S. economy \"is likely to have contracted in the first half of the year, but job growth remains robust. Inflation is leading to record-low consumer sentiment, but consumers are still spending,\" as are businesses, Greg Daco, chief economist at EY-Parthenon, wrote this week. The U.S. right now is \"a world of paradox.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}