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04-30

Good read

@Tiger_Contra:💰New Alpha | Smart investors act fast: ALAB/MRVL/AVGO

2024-12-18

Great article, would you like to share it?

Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers

2024-12-18

Great article, would you like to share it?

Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More

2024-12-17

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Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future

2024-12-16

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2024-12-16

Great article, would you like to share it?

Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies

2024-12-16

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@Tiger_comments:Which Companies Are Essential to Your Daily Life?

2024-12-15

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Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record

2024-12-14

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2024-03-16

Good read and informative for right decision.

Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More

2024-03-07

Right choice on the dip.

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2024-02-22

interesting

Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More

2024-02-22

Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More

2023-07-25

Very informative

3 AI Stocks to Sell Before the Competition Crushes Them

2023-06-21

good read

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2023-06-21

good read

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2023-06-21

good read

Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.

2023-06-21

good read

Stocks Fall for a Third Day As Market Rally Loses Steam

2023-06-02

Very informative.

@TigerTradingNotes:A "High-Profitability" Trading Strategy - Stop-Loss and Take-Profit

2023-06-02

Great Article.

@NAI500:3 Dividend Kings: Investing in Passive Income Gems Amidst a Hot Growth Stock Market

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stocks seeing green.💹 <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a>/<a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a>/<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. 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Stocks that were at recent price lows, particularly large te","text":"💰Major indices opened high and continued to rise, with most tech stocks seeing green.💹 $Astera Labs, Inc.(ALAB)$/$Marvell Technology(MRVL)$/$Broadcom(AVGO)$ : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. A more conciliatory stance from Trump, combined with positive signals from the Federal Reserve, has buoyed the market. Stocks that were at recent price lows, particularly large te","images":[{"img":"https://community-static.tradeup.com/news/a028630409dc703c0c6ac9262d0cec84"},{"img":"https://community-static.tradeup.com/news/bf7b198c224074808c1b0363b1a36c1d"},{"img":"https://community-static.tradeup.com/news/af9ced445a34058e33bf1fc52aac8dd4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/428288549044240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382856222523792,"gmtCreate":1734505770906,"gmtModify":1734505774336,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382856222523792","repostId":"1137673966","repostType":4,"repost":{"id":"1137673966","kind":"news","pubTimestamp":1734499075,"share":"https://ttm.financial/m/news/1137673966?lang=&edition=fundamental","pubTime":"2024-12-18 13:17","market":"us","language":"en","title":"Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers","url":"https://stock-news.laohu8.com/highlight/detail?id=1137673966","media":"South China Morning Post","summary":"$Honda Motor(HMC)$ and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to $Toyota Motor(TM)$ in Japan and better positi","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HMC\">Honda Motor</a> and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> in Japan and better position the combined company to face competitive challenges around the world.</p><p><a href=\"https://laohu8.com/S/HMC\">Honda Motor</a>’s U.S.-listed shares fell over 3% in overnight trading while <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> rose 2.47%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/67f802a6a1257e2d44a35d99438e567b\" tg-width=\"472\" tg-height=\"178\"/></p><p>Honda is considering several options including a merger, capital tie-up or the establishment of a holding company, Executive Vice-President Shinji Aoyama said on Wednesday following reports overnight of talks between the carmakers. Aoyama declined to elaborate on when a potential decision will be made.</p><p style=\"text-align: start;\">The companies could make an announcement on December 23, TBS reported. Nissan shares rose as much as 24 per cent in early Tokyo trading Wednesday, while Honda’s stock fell as much as 3.4 per cent.</p><p>The two have been holding preliminary talks about a combination, said the people, who asked not to be identified because discussions are private. One option being considered is the creation of a new holding company under which the combined businesses would operate, one of the people said. The transaction could also be expanded to include Mitsubishi Motors, which already has capital ties with Nissan, the person said. Mitsubishi shares jumped 17 per cent.</p><p>Discussions are early stage and may not lead to an agreement, the people said.</p><p>A deal would effectively consolidate the Japanese auto industry into two main camps: One controlled by Honda, Nissan and Mitsubishi and another consisting of Toyota group companies. It would also provide them with more resources to compete with larger peers globally after downsizing long-held partnerships with other carmakers. Nissan has loosened ties with France’s Renault and Honda has backed away from General Motors.</p><p>The move toward a merger would follow a decision by the two companies earlier this year to work together on electric vehicle batteries and software. At that time, Honda Chief Executive Officer Toshihiro Mibe floated the possibility of a capital tie-up with Nissan.</p><p>“If the merger does materialise, it would provide short-term relief for Nissan’s financial struggles,” said Bloomberg Intelligence senior auto analyst Tatsuo Yoshida.</p><p>The two Japanese carmakers plan to sign a memorandum of understanding to discuss shared equity stakes in a new holding company, the Nikkei reported earlier in the day. The merger would help the manufacturers compete against rivals in electric vehicles such as Tesla and Chinese carmakers, it said.</p><p>In some ways, it could be seen as a defensive merger among Japan’s weaker players. Honda, Nissan and Mitsubishi combined sold about 4 million vehicles globally in the first six months of the year, well shy of the 5.2 million that Toyota sold on its own. Combining forces would allow the two companies to fend off Toyota, the world’s largest carmaker, at home and abroad. Toyota has taken stakes in Subaru, Suzuki Motor and Mazda Motor, creating a powerhouse of brands backed by its top-notch credit rating.</p><p>“While this would be good news for Nissan due to their weakened state, they would have a lot of overlap and other issues to overcome,” said Julie Boote, a senior analyst at Pelham Smithers Associates. “For the Toyota group though we could see an acceleration there as well as it gathers its flock more tightly under its wing in a show of commitment, with the possibility of raising its stakes in Subaru, Suzuki and Mazda sooner rather than later.”</p><p style=\"text-align: start;\">Honda’s valuation stood at ¥6.8 trillion (US$44.4 billion) as of the close of trading Tuesday, well above Nissan’s ¥1.3 trillion market capitalisation. But even their combined value is dwarfed by Toyota’s ¥42.2 trillion.</p><p style=\"text-align: start;\">Toyota shares rose as much as 2.5 per cent on Wednesday.</p><p>Honda has long struggled to keep up with bigger capitalised rivals when it comes to investments in new technologies. It recently has shifted gears to boost hybrid gas-electric vehicles even as it spends billions of dollars on all-electric production. At the same time, Honda’s arms-length partnership with GM has been weakened, most recently earlier this month when their self-driving car partnership ended. GM has strengthened its ties with South Korea’s Hyundai Motor.</p><p style=\"text-align: start;\">Bigger scale could be the greatest benefit for Honda, according to James Hong, an analyst at Macquarie Securities Korea. “That is what Honda is expecting to gain from this partnership,” Hong said.</p><p style=\"text-align: start;\">Nissan is in need of a partner to put it back on a stronger financial footing as it steps up restructuring efforts to cope with stalled revenue growth and lower profits. It faces pressure from an activist shareholder and a daunting debt load that has led to speculation in credit markets about its investment grade rating.</p><p>The Yokohama-based company has partially unwound its complex 25-year strategic partnership with Renault, a fixation of former Chairman Carlos Ghosn. Rivalries and mutual suspicion mounted over the years and came to a head when Ghosn openly contemplated a merger, contributing to his downfall.</p><p style=\"text-align: start;\">The former chairman and CEO, who has filed a suit against his former company for ousting him in 2018, warned of a “disguised takeover” of Nissan by Honda in an August interview with Automotive News.</p><p style=\"text-align: start;\">The merger talks come after the Financial Times said last month that Nissan was looking for an anchor investor to replace part of Renault’s equity holding and that it hadn’t ruled out having Honda buy some of its shares.</p></body></html>","source":"lsy1600132093512","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>Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers</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\">\nNissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Honda Motor and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to Toyota Motor in Japan and better position the ...</p>\n\n<a href=\"https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HMC":"本田汽车","TM":"丰田汽车"},"source_url":"https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137673966","content_text":"Honda Motor and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to Toyota Motor in Japan and better position the combined company to face competitive challenges around the world.Honda Motor’s U.S.-listed shares fell over 3% in overnight trading while Toyota Motor rose 2.47%.Honda is considering several options including a merger, capital tie-up or the establishment of a holding company, Executive Vice-President Shinji Aoyama said on Wednesday following reports overnight of talks between the carmakers. Aoyama declined to elaborate on when a potential decision will be made.The companies could make an announcement on December 23, TBS reported. Nissan shares rose as much as 24 per cent in early Tokyo trading Wednesday, while Honda’s stock fell as much as 3.4 per cent.The two have been holding preliminary talks about a combination, said the people, who asked not to be identified because discussions are private. One option being considered is the creation of a new holding company under which the combined businesses would operate, one of the people said. The transaction could also be expanded to include Mitsubishi Motors, which already has capital ties with Nissan, the person said. Mitsubishi shares jumped 17 per cent.Discussions are early stage and may not lead to an agreement, the people said.A deal would effectively consolidate the Japanese auto industry into two main camps: One controlled by Honda, Nissan and Mitsubishi and another consisting of Toyota group companies. It would also provide them with more resources to compete with larger peers globally after downsizing long-held partnerships with other carmakers. Nissan has loosened ties with France’s Renault and Honda has backed away from General Motors.The move toward a merger would follow a decision by the two companies earlier this year to work together on electric vehicle batteries and software. At that time, Honda Chief Executive Officer Toshihiro Mibe floated the possibility of a capital tie-up with Nissan.“If the merger does materialise, it would provide short-term relief for Nissan’s financial struggles,” said Bloomberg Intelligence senior auto analyst Tatsuo Yoshida.The two Japanese carmakers plan to sign a memorandum of understanding to discuss shared equity stakes in a new holding company, the Nikkei reported earlier in the day. The merger would help the manufacturers compete against rivals in electric vehicles such as Tesla and Chinese carmakers, it said.In some ways, it could be seen as a defensive merger among Japan’s weaker players. Honda, Nissan and Mitsubishi combined sold about 4 million vehicles globally in the first six months of the year, well shy of the 5.2 million that Toyota sold on its own. Combining forces would allow the two companies to fend off Toyota, the world’s largest carmaker, at home and abroad. Toyota has taken stakes in Subaru, Suzuki Motor and Mazda Motor, creating a powerhouse of brands backed by its top-notch credit rating.“While this would be good news for Nissan due to their weakened state, they would have a lot of overlap and other issues to overcome,” said Julie Boote, a senior analyst at Pelham Smithers Associates. “For the Toyota group though we could see an acceleration there as well as it gathers its flock more tightly under its wing in a show of commitment, with the possibility of raising its stakes in Subaru, Suzuki and Mazda sooner rather than later.”Honda’s valuation stood at ¥6.8 trillion (US$44.4 billion) as of the close of trading Tuesday, well above Nissan’s ¥1.3 trillion market capitalisation. But even their combined value is dwarfed by Toyota’s ¥42.2 trillion.Toyota shares rose as much as 2.5 per cent on Wednesday.Honda has long struggled to keep up with bigger capitalised rivals when it comes to investments in new technologies. It recently has shifted gears to boost hybrid gas-electric vehicles even as it spends billions of dollars on all-electric production. At the same time, Honda’s arms-length partnership with GM has been weakened, most recently earlier this month when their self-driving car partnership ended. GM has strengthened its ties with South Korea’s Hyundai Motor.Bigger scale could be the greatest benefit for Honda, according to James Hong, an analyst at Macquarie Securities Korea. “That is what Honda is expecting to gain from this partnership,” Hong said.Nissan is in need of a partner to put it back on a stronger financial footing as it steps up restructuring efforts to cope with stalled revenue growth and lower profits. It faces pressure from an activist shareholder and a daunting debt load that has led to speculation in credit markets about its investment grade rating.The Yokohama-based company has partially unwound its complex 25-year strategic partnership with Renault, a fixation of former Chairman Carlos Ghosn. Rivalries and mutual suspicion mounted over the years and came to a head when Ghosn openly contemplated a merger, contributing to his downfall.The former chairman and CEO, who has filed a suit against his former company for ousting him in 2018, warned of a “disguised takeover” of Nissan by Honda in an August interview with Automotive News.The merger talks come after the Financial Times said last month that Nissan was looking for an anchor investor to replace part of Renault’s equity holding and that it hadn’t ruled out having Honda buy some of its shares.","news_type":1,"symbols_score_info":{"TM":1.1,"HMC":1.1}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382663168340304,"gmtCreate":1734458636265,"gmtModify":1734458639899,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382663168340304","repostId":"1170732309","repostType":2,"repost":{"id":"1170732309","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":1734449400,"share":"https://ttm.financial/m/news/1170732309?lang=&edition=fundamental","pubTime":"2024-12-17 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170732309","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Mizuho upgrades Tesla to outperform from neutralMizuho says it sees an “improving outlook” under the Trump administration.“We are upgrading TSLA to","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3816277534\" style=\"text-align: start;\">Mizuho upgrades Tesla to outperform from neutral</h2><p>Mizuho says it sees an “improving outlook” under the Trump administration.</p><p>“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”</p><h2 id=\"id_1866447211\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the AI chipmaker a top idea heading into 2025.</p><p>“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”</p><h2 id=\"id_694314843\" style=\"text-align: start;\">Truist reiterates Meta Platforms as buy</h2><p>Truist says the Instagram owner is a top pick in 2025.</p><p>“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”</p><h2 id=\"id_1098064931\" style=\"text-align: start;\">Piper Sandler initiates Riot Platforms &amp; Mara Holdings at overweight</h2><p>Piper said it’s bullish on several bitcoin mining companies.</p><p>“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”</p><h2 id=\"id_4258415852\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h2><p>Goldman says it’s staying bullish ahead of earnings later this week.</p><p>“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”</p><h2 id=\"id_2539634958\" style=\"text-align: start;\">Goldman Sachs upgrades SolarEdge to buy from sell</h2><p>Goldman says concerns about liquidity are overdone for the solar company.</p><p>“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”</p><h2 id=\"id_3321436710\" style=\"text-align: start;\">Stifel upgrades Cloudflare to buy from hold</h2><p>Stifel says the cyber company has “upside optionality”</p><p>“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”</p><h2 id=\"id_2982259395\" style=\"text-align: start;\">Rosenblatt initiates MongoDB at buy</h2><p>Rosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.</p><p>“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.</p><h2 id=\"id_1713179955\" style=\"text-align: start;\">UBS initiates Manchester United as buy</h2><p>UBS says it’s bullish on the UK soccer club.</p><p>“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”</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>Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-12-17 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3816277534\" style=\"text-align: start;\">Mizuho upgrades Tesla to outperform from neutral</h2><p>Mizuho says it sees an “improving outlook” under the Trump administration.</p><p>“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”</p><h2 id=\"id_1866447211\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the AI chipmaker a top idea heading into 2025.</p><p>“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”</p><h2 id=\"id_694314843\" style=\"text-align: start;\">Truist reiterates Meta Platforms as buy</h2><p>Truist says the Instagram owner is a top pick in 2025.</p><p>“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”</p><h2 id=\"id_1098064931\" style=\"text-align: start;\">Piper Sandler initiates Riot Platforms &amp; Mara Holdings at overweight</h2><p>Piper said it’s bullish on several bitcoin mining companies.</p><p>“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”</p><h2 id=\"id_4258415852\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h2><p>Goldman says it’s staying bullish ahead of earnings later this week.</p><p>“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”</p><h2 id=\"id_2539634958\" style=\"text-align: start;\">Goldman Sachs upgrades SolarEdge to buy from sell</h2><p>Goldman says concerns about liquidity are overdone for the solar company.</p><p>“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”</p><h2 id=\"id_3321436710\" style=\"text-align: start;\">Stifel upgrades Cloudflare to buy from hold</h2><p>Stifel says the cyber company has “upside optionality”</p><p>“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”</p><h2 id=\"id_2982259395\" style=\"text-align: start;\">Rosenblatt initiates MongoDB at buy</h2><p>Rosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.</p><p>“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.</p><h2 id=\"id_1713179955\" style=\"text-align: start;\">UBS initiates Manchester United as buy</h2><p>UBS says it’s bullish on the UK soccer club.</p><p>“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","NVDA":"英伟达","MANU":"曼联","META":"Meta Platforms, Inc.","NET":"Cloudflare, Inc.","TSLA":"特斯拉","SEDG":"SolarEdge Technologies, Inc.","NKE":"耐克","RIOT":"Riot Platforms","MDB":"MongoDB Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170732309","content_text":"Here are the biggest calls on Wall Street on Tuesday:Mizuho upgrades Tesla to outperform from neutralMizuho says it sees an “improving outlook” under the Trump administration.“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”Wolfe reiterates Nvidia as outperformWolfe says the AI chipmaker a top idea heading into 2025.“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”Truist reiterates Meta Platforms as buyTruist says the Instagram owner is a top pick in 2025.“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”Piper Sandler initiates Riot Platforms & Mara Holdings at overweightPiper said it’s bullish on several bitcoin mining companies.“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”Goldman Sachs reiterates Nike as buyGoldman says it’s staying bullish ahead of earnings later this week.“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”Goldman Sachs upgrades SolarEdge to buy from sellGoldman says concerns about liquidity are overdone for the solar company.“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”Stifel upgrades Cloudflare to buy from holdStifel says the cyber company has “upside optionality”“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”Rosenblatt initiates MongoDB at buyRosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.UBS initiates Manchester United as buyUBS says it’s bullish on the UK soccer club.“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”","news_type":1,"symbols_score_info":{"NET":1.1,"MARA":1.1,"MANU":1.1,"RIOT":1.1,"NVDA":1.1,"SEDG":1.1,"META":1.1,"TSLA":1.1,"NKE":1.1,"MDB":1.1}},"isVote":1,"tweetType":1,"viewCount":2471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382611375915176,"gmtCreate":1734419205726,"gmtModify":1734419209335,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382611375915176","repostId":"1181680400","repostType":2,"repost":{"id":"1181680400","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":1734407269,"share":"https://ttm.financial/m/news/1181680400?lang=&edition=fundamental","pubTime":"2024-12-17 11:47","market":"us","language":"en","title":"Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1181680400","media":"Tiger Newspress","summary":"Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR >16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate $TSLA$ as Top Pick.With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debat","content":"<html><head></head><body><ul style=\"\"><li><p>Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR &gt;16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate <a href=\"https://laohu8.com/S/TSLA\">TSLA</a> as Top Pick.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b22e5897bd2958aae6a8dfbb7f3d73eb\" tg-width=\"576\" tg-height=\"183\"/></p></li></ul><p>With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the &#39;ICE is Nice&#39; trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e2d089177732984d4ce8364164b94d0\" tg-width=\"804\" tg-height=\"280\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/234740b3db98aa262adfafe36cc6beb0\" tg-width=\"793\" tg-height=\"520\"/></p><h3 id=\"id_3069916412\">Reiterate Tesla Top Pick, increase PT to $400 from $310</h3><p><strong>Elon Musk&#39;s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook</strong> – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.</p><p><strong>On the AV side</strong>, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. <strong>We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030</strong>.</p><p><strong>It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion.</strong> And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. <strong>Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ad621033bf683e742ecea2598e9181d\" tg-width=\"732\" tg-height=\"637\"/></p><p><strong>Risks to EV demand with less regulatory support: <a href=\"https://laohu8.com/S/RIVN\">RIVN</a> and <a href=\"https://laohu8.com/S/LCID\">LCID</a></strong></p><p>While Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43e7f46123c49113c952492a4f6318f3\" tg-width=\"714\" tg-height=\"288\"/></p><p>We raise our <a href=\"https://laohu8.com/S/GM\">GM</a> price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM&#39;s ICE trucks/full-sized SUVs and 5% margins for GM&#39;s ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company&#39;s long-term historical PE multiple of 7.1x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/acde0b7ca4f1003e47bb54dcdf701376\" tg-width=\"583\" tg-height=\"387\"/></p><h2 id=\"id_2131694262\">EV Policies</h2><h3 id=\"id_3154845192\">Potential Plans and Implications</h3><p>Morgan Stanley summarizes their US Policy team&#39;s views about the potential tariff outcomes with the incoming administration:</p><p><strong>10% Universal Tariffs.</strong> President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.</p><p><strong>Targeted Tariffs.</strong> Tariffs directed at high-risk areas to support geopolitical &#34;de-risking&#34; have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).</p><p><strong>60% Tariffs</strong> (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a9634e9bad70045c97a158cb471d95b\" tg-width=\"514\" tg-height=\"441\"/></p><p>Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.</p><p>The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77482fc9a7a5dc4528873b316a7edd8a\" tg-width=\"676\" tg-height=\"430\"/></p><h3 id=\"id_1802991917\">States of the World</h3><p><strong>The China Case</strong>: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.</p><p><strong>The De-Risking Case</strong>: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.</p><p><strong>The Slow EV Case</strong>: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5f217be82c066e905fd10ad4c265196\" tg-width=\"727\" tg-height=\"447\"/></p><h2 id=\"id_4000121472\">Onshoring/Tariffs</h2><p><strong>Over the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage</strong> - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d14af808e915036ef3f4d17646adef2\" tg-width=\"723\" tg-height=\"283\"/></p><p>In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU&#39;s, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US &gt; Mexico &gt; Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.</p><p><strong>Expect Mexico tariffs to be a topic of significant debate throughout 2025.</strong> The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/218864a506f5a1569fb3a54f3ad5bd20\" tg-width=\"586\" tg-height=\"444\"/></p><h2 id=\"id_2079290983\">China Export Expansion</h2><p>China&#39;s multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don&#39;t end up directly on US shores, the &#39;fungibility&#39; of lost share and profit by key US players adds pressure here at home.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adcad98c3facaa1d207533cc108315c4\" tg-width=\"477\" tg-height=\"418\"/></p><h2 id=\"id_3214012786\">Measuring the Impact of Rate Cuts on Autos</h2><p>While there can be temporary &#39;relief,&#39; we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.</p><p>We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), <strong>we do not see rate cuts as a material catalyst for near-term autos outperformance</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e465bb34b0779f63a51118a71d6095a\" tg-width=\"573\" tg-height=\"400\"/></p><p>Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That&#39;s less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.</p><h2 id=\"id_2984565507\">Capital Discipline: Autos Catching a Re-Rating?</h2><p>While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers &amp; OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&amp;D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf952a6e18ee46daa9b71773adfe28f\" tg-width=\"364\" tg-height=\"289\"/></p><p>Going forward, we believe a major industry-level &#39;step change&#39; on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).</p><h2 id=\"id_891909875\">Global Auto Forecasts Update</h2><p><strong>Sales by Powertrain Forecasts- Hybrids Higher, BEVs Lower</strong></p><p><strong>BEVs</strong>: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.</p><p><strong>Hybrids</strong>: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.</p><p><strong>ICE:</strong> Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6bd8c51604fd52bd85f85541ab3e3f\" tg-width=\"727\" tg-height=\"253\"/></p><p><strong>Sales by Level of Autonomy Forecasts- Reducing L4 &amp; L5 Penetration Assumptions</strong></p><p><strong>L0/1/2</strong>: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 &amp; L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.</p><p><strong>L4:</strong> We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.</p><p>We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.</p><p>L5: We forecast the first L5 vehicles are sold in 2035 at &lt;10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.</p><p>We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.</p><h2 id=\"id_4002628776\">Risk Reward - <a href=\"https://laohu8.com/S/GM\">General Motors</a></h2><p>Our $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.</p><p>Further supported by SOTP</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36a60a043c8ff46cd5dd5a2cd4a7dc8b\" tg-width=\"693\" tg-height=\"612\"/></p><h2 id=\"id_3393174937\">Risk Reward - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a></h2><p>Our PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,&amp; 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10a34ce403ba5a241b07973b25a6814f\" tg-width=\"696\" tg-height=\"649\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-12-17 11:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR &gt;16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate <a href=\"https://laohu8.com/S/TSLA\">TSLA</a> as Top Pick.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b22e5897bd2958aae6a8dfbb7f3d73eb\" tg-width=\"576\" tg-height=\"183\"/></p></li></ul><p>With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the &#39;ICE is Nice&#39; trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e2d089177732984d4ce8364164b94d0\" tg-width=\"804\" tg-height=\"280\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/234740b3db98aa262adfafe36cc6beb0\" tg-width=\"793\" tg-height=\"520\"/></p><h3 id=\"id_3069916412\">Reiterate Tesla Top Pick, increase PT to $400 from $310</h3><p><strong>Elon Musk&#39;s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook</strong> – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.</p><p><strong>On the AV side</strong>, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. <strong>We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030</strong>.</p><p><strong>It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion.</strong> And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. <strong>Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ad621033bf683e742ecea2598e9181d\" tg-width=\"732\" tg-height=\"637\"/></p><p><strong>Risks to EV demand with less regulatory support: <a href=\"https://laohu8.com/S/RIVN\">RIVN</a> and <a href=\"https://laohu8.com/S/LCID\">LCID</a></strong></p><p>While Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43e7f46123c49113c952492a4f6318f3\" tg-width=\"714\" tg-height=\"288\"/></p><p>We raise our <a href=\"https://laohu8.com/S/GM\">GM</a> price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM&#39;s ICE trucks/full-sized SUVs and 5% margins for GM&#39;s ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company&#39;s long-term historical PE multiple of 7.1x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/acde0b7ca4f1003e47bb54dcdf701376\" tg-width=\"583\" tg-height=\"387\"/></p><h2 id=\"id_2131694262\">EV Policies</h2><h3 id=\"id_3154845192\">Potential Plans and Implications</h3><p>Morgan Stanley summarizes their US Policy team&#39;s views about the potential tariff outcomes with the incoming administration:</p><p><strong>10% Universal Tariffs.</strong> President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.</p><p><strong>Targeted Tariffs.</strong> Tariffs directed at high-risk areas to support geopolitical &#34;de-risking&#34; have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).</p><p><strong>60% Tariffs</strong> (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a9634e9bad70045c97a158cb471d95b\" tg-width=\"514\" tg-height=\"441\"/></p><p>Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.</p><p>The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77482fc9a7a5dc4528873b316a7edd8a\" tg-width=\"676\" tg-height=\"430\"/></p><h3 id=\"id_1802991917\">States of the World</h3><p><strong>The China Case</strong>: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.</p><p><strong>The De-Risking Case</strong>: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.</p><p><strong>The Slow EV Case</strong>: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5f217be82c066e905fd10ad4c265196\" tg-width=\"727\" tg-height=\"447\"/></p><h2 id=\"id_4000121472\">Onshoring/Tariffs</h2><p><strong>Over the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage</strong> - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d14af808e915036ef3f4d17646adef2\" tg-width=\"723\" tg-height=\"283\"/></p><p>In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU&#39;s, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US &gt; Mexico &gt; Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.</p><p><strong>Expect Mexico tariffs to be a topic of significant debate throughout 2025.</strong> The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/218864a506f5a1569fb3a54f3ad5bd20\" tg-width=\"586\" tg-height=\"444\"/></p><h2 id=\"id_2079290983\">China Export Expansion</h2><p>China&#39;s multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don&#39;t end up directly on US shores, the &#39;fungibility&#39; of lost share and profit by key US players adds pressure here at home.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adcad98c3facaa1d207533cc108315c4\" tg-width=\"477\" tg-height=\"418\"/></p><h2 id=\"id_3214012786\">Measuring the Impact of Rate Cuts on Autos</h2><p>While there can be temporary &#39;relief,&#39; we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.</p><p>We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), <strong>we do not see rate cuts as a material catalyst for near-term autos outperformance</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e465bb34b0779f63a51118a71d6095a\" tg-width=\"573\" tg-height=\"400\"/></p><p>Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That&#39;s less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.</p><h2 id=\"id_2984565507\">Capital Discipline: Autos Catching a Re-Rating?</h2><p>While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers &amp; OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&amp;D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf952a6e18ee46daa9b71773adfe28f\" tg-width=\"364\" tg-height=\"289\"/></p><p>Going forward, we believe a major industry-level &#39;step change&#39; on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).</p><h2 id=\"id_891909875\">Global Auto Forecasts Update</h2><p><strong>Sales by Powertrain Forecasts- Hybrids Higher, BEVs Lower</strong></p><p><strong>BEVs</strong>: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.</p><p><strong>Hybrids</strong>: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.</p><p><strong>ICE:</strong> Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6bd8c51604fd52bd85f85541ab3e3f\" tg-width=\"727\" tg-height=\"253\"/></p><p><strong>Sales by Level of Autonomy Forecasts- Reducing L4 &amp; L5 Penetration Assumptions</strong></p><p><strong>L0/1/2</strong>: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 &amp; L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.</p><p><strong>L4:</strong> We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.</p><p>We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.</p><p>L5: We forecast the first L5 vehicles are sold in 2035 at &lt;10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.</p><p>We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.</p><h2 id=\"id_4002628776\">Risk Reward - <a href=\"https://laohu8.com/S/GM\">General Motors</a></h2><p>Our $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.</p><p>Further supported by SOTP</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36a60a043c8ff46cd5dd5a2cd4a7dc8b\" tg-width=\"693\" tg-height=\"612\"/></p><h2 id=\"id_3393174937\">Risk Reward - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a></h2><p>Our PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,&amp; 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10a34ce403ba5a241b07973b25a6814f\" tg-width=\"696\" tg-height=\"649\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","F":"福特汽车","GM":"通用汽车","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181680400","content_text":"Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR >16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate TSLA as Top Pick.With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the 'ICE is Nice' trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.Reiterate Tesla Top Pick, increase PT to $400 from $310Elon Musk's entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.On the AV side, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030.It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion. And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.Risks to EV demand with less regulatory support: RIVN and LCIDWhile Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.We raise our GM price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM's ICE trucks/full-sized SUVs and 5% margins for GM's ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company's long-term historical PE multiple of 7.1x.EV PoliciesPotential Plans and ImplicationsMorgan Stanley summarizes their US Policy team's views about the potential tariff outcomes with the incoming administration:10% Universal Tariffs. President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.Targeted Tariffs. Tariffs directed at high-risk areas to support geopolitical \"de-risking\" have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).60% Tariffs (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.States of the WorldThe China Case: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.The De-Risking Case: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.The Slow EV Case: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.Onshoring/TariffsOver the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU's, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US > Mexico > Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.Expect Mexico tariffs to be a topic of significant debate throughout 2025. The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.China Export ExpansionChina's multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don't end up directly on US shores, the 'fungibility' of lost share and profit by key US players adds pressure here at home.Measuring the Impact of Rate Cuts on AutosWhile there can be temporary 'relief,' we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), we do not see rate cuts as a material catalyst for near-term autos outperformance.Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That's less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.Capital Discipline: Autos Catching a Re-Rating?While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers & OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.Going forward, we believe a major industry-level 'step change' on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).Global Auto Forecasts UpdateSales by Powertrain Forecasts- Hybrids Higher, BEVs LowerBEVs: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.Hybrids: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.ICE: Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.Sales by Level of Autonomy Forecasts- Reducing L4 & L5 Penetration AssumptionsL0/1/2: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 & L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.L4: We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.L5: We forecast the first L5 vehicles are sold in 2035 at <10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.Risk Reward - General MotorsOur $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.Further supported by SOTPRisk Reward - Tesla IncOur PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,& 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.","news_type":1,"symbols_score_info":{"TSLA":1.1,"LCID":1.1,"RIVN":1.1,"GM":1.1,"F":1.1}},"isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382454845272456,"gmtCreate":1734350691725,"gmtModify":1734350693725,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382454845272456","repostId":"2491338666","repostType":4,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382181998608784,"gmtCreate":1734350292020,"gmtModify":1734350295829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382181998608784","repostId":"1116250698","repostType":4,"repost":{"id":"1116250698","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1734347671,"share":"https://ttm.financial/m/news/1116250698?lang=&edition=fundamental","pubTime":"2024-12-16 19:14","market":"hk","language":"en","title":"Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies","url":"https://stock-news.laohu8.com/highlight/detail?id=1116250698","media":"Reuters","summary":"Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blo","content":"<html><head></head><body><p>Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.</p><p>The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.</p><p>The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.</p><p>Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.</p><p>The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.</p><p>Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.</p><p>The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the &#34;national defense supply chain and critical infrastructure.”</p><p>While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.</p><p>The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.</p><p>A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.</p><p>Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.</p><p>&#34;When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,&#34; Leavitt said in a statement.</p><h2 id=\"id_3405983893\" style=\"text-align: start;\">ALLOWING MORE TAILPIPE POLLUTION</h2><p>Automakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.</p><p>But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.</p><p>The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.</p><p>California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.</p><p>Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.</p><p>The proposals include:</p><p>– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.</p><p>The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.</p><p>– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.</p><p>– Expanding export restrictions on EV battery technology to adversarial nations.</p><p>– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.</p><p>– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.</p><p>– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.</p><p>– Ending DOD programs aimed at purchasing or developing electric military vehicles.</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>Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies</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\">\nTrump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-16 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.</p><p>The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.</p><p>The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.</p><p>Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.</p><p>The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.</p><p>Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.</p><p>The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the &#34;national defense supply chain and critical infrastructure.”</p><p>While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.</p><p>The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.</p><p>A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.</p><p>Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.</p><p>&#34;When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,&#34; Leavitt said in a statement.</p><h2 id=\"id_3405983893\" style=\"text-align: start;\">ALLOWING MORE TAILPIPE POLLUTION</h2><p>Automakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.</p><p>But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.</p><p>The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.</p><p>California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.</p><p>Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.</p><p>The proposals include:</p><p>– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.</p><p>The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.</p><p>– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.</p><p>– Expanding export restrictions on EV battery technology to adversarial nations.</p><p>– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.</p><p>– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.</p><p>– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.</p><p>– Ending DOD programs aimed at purchasing or developing electric military vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","01211":"比亚迪股份","LCID":"Lucid Group Inc","XPEV":"小鹏汽车","TSLA":"特斯拉","CHPT":"ChargePoint Holdings Inc.","RIVN":"Rivian Automotive, Inc.","BLNK":"Blink Charging","NIO":"蔚来","EVGO":"EVgo Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116250698","content_text":"Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the \"national defense supply chain and critical infrastructure.”While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.\"When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,\" Leavitt said in a statement.ALLOWING MORE TAILPIPE POLLUTIONAutomakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.The proposals include:– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.– Expanding export restrictions on EV battery technology to adversarial nations.– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.– Ending DOD programs aimed at purchasing or developing electric military vehicles.","news_type":1,"symbols_score_info":{"RIVN":1.1,"TSLA":1.1,"BLNK":1.1,"CHPT":1.1,"01211":1.1,"LI":1.1,"XPEV":1.1,"EVGO":1.1,"LCID":1.1,"NIO":1.1}},"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382216332370072,"gmtCreate":1734294787970,"gmtModify":1734294791877,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382216332370072","repostId":"381219867439232","repostType":1,"repost":{"id":381219867439232,"gmtCreate":1734095173779,"gmtModify":1734120604474,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Which Companies Are Essential to Your Daily Life?","htmlText":"In daily life, major tech giants are everywhere. For example, I use <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , though for Chinese users, Taobao of <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> is more commonly used.For transportation","listText":"In daily life, major tech giants are everywhere. For example, I use <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , though for Chinese users, Taobao of <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> is more commonly used.For transportation","text":"In daily life, major tech giants are everywhere. For example, I use $Apple(AAPL)$ products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for $Microsoft(MSFT)$ system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. $Alphabet(GOOG)$ is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves $Amazon.com(AMZN)$ , though for Chinese users, Taobao of $Alibaba(BABA)$ is more commonly used.For transportation","images":[{"img":"https://community-static.tradeup.com/news/92709a46e8f470f744beb68f8cac3206","width":"795","height":"282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381219867439232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382022767607808,"gmtCreate":1734248059721,"gmtModify":1734248063262,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382022767607808","repostId":"1163953761","repostType":4,"repost":{"id":"1163953761","kind":"news","pubTimestamp":1734223618,"share":"https://ttm.financial/m/news/1163953761?lang=&edition=fundamental","pubTime":"2024-12-15 08:46","market":"hk","language":"en","title":"Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1163953761","media":"Tiger Newspress","summary":"‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having cr","content":"<html><head></head><body><ul style=\"\"><li><p>‘Few believed’ EV push would succeed: Huatai Asset HK’s Feng</p></li><li><p>Launch of YU7 SUV in 2025 could provide next big stock boost</p></li></ul><p>Xiaomi Corp. is rapidly closing in on a new all-time-high share price, having cracked the crowded market for electric vehicles in a repeat of its earlier success with smartphones.</p><p>Its stock has surged 101% this year, outpacing global peers, on the company’s surprisingly quick rise in China’s EV market to challenge leaders BYD Co. and Tesla Inc. The next big leg up may come as Xiaomi prepares for the possible summer launch of its next model, a pure electric sport utility vehicle.</p><p>Investors are hoping to see a similar trajectory to when Xiaomi launched its first smartphone in 2011 and grew within a few years to rival Apple Inc. and Samsung Electronics Co., making its founder Lei Jun a billionaire in the process. Xiaomi’s Hong Kong-listed shares are now about 10% away from their 2021 peak.</p><p>“Xiaomi is the dark horse,” said Shuyan Feng, deputy general manager for investment management at Huatai Asset Management (Hong Kong) Co. “When Lei Jun touted Xiaomi’s $10 billion foray into the EV market, there was serious discounting of the stock, and few believed it would actually make it given how competitive this market is.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f833fb9b568d30352fa9b7fc6a2c7d1\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Xiaomi’s stock has outperformed global gauges of auto and smartphone makers amid cloudy prospects for recoveries in markets for their products. Its strong EV debut is notable in a year when Chinese upstarts like Nio Inc. and Li Auto Inc. have struggled with worries over the demand outlook, weighing on their share prices.</p><p>Beijing-based Xiaomi reported stronger-than-expected sales growth for the September quarter, with the new EV business accounting for about 10% of its total revenue. The company made quick inroads by leveraging the marketing capabilities and strong appeal among young consumers it cultivated in smartphones.</p><p>Xiaomi has forecast 130,000 deliveries for its SU7 sedan this year, a target it has raised twice. The vehicle is available in nine color and features smart driving functionality plus a connected entertainment system. Analysts expect the company’s total sales to more than double in 2025 with the launch of its YU7 SUV.</p><p>“Xiaomi’s EV business could overtake smartphones as the company’s key sales-growth driver in 2025,” Bloomberg Intelligence analyst Steven Tseng wrote in a note. Its next model “might spur EV sales growth of 137% in 2025 due to the popularity of larger vehicles in China and a ramp-up in capacity at its second EV factory.”</p><p>Despite uncertainties in the macroeconomy, China remains the world’s largest passenger EV market, with sales set to exceed 11 million units this year, according to BloombergNEF.</p><p>Competition is fierce and continues to grow, with other late entrants including tech titan Huawei Technologies Co. Analysts at Macquarie Group Ltd. expect Xiaomi may be able to gain further market share with the YU7, which it expects to be priced at 250,000 yuan to 330,000 yuan ($34,000-$45,000).</p><p>The previous record high for Xiaomi’s stock was set nearly four years ago, just before it was briefly added to a US blacklist by outgoing President Donald Trump. While analysts expect limited impact from tariffs under Trump’s second term given Xiaomi’s limited sales exposure to the US, parts procurement from American suppliers could be affected.</p><p>Valuations are another concerns after Xiaomi’s huge rally. The shares are currently trading at about 27 times forward earnings estimates, above the five-year median of 21 times.</p><p>Analysts remain bullish on the stock, however, with 42 buy recommendations versus just one hold and one sell. Bulls note that profitability has been impressive in the EV business so far.</p><p>“Its a company that’s extremely good at controlling costs in a complicated manufacturing process,” said Xiao Feng, co-head of China industrial research at CLSA Hong Kong. “I think, partially, you should give the credit to their experience in making smartphones, which also has a very long, complicated supply chain.”</p></body></html>","source":"lsy1651199519710","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>Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record</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\">\nXiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-15 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163953761","content_text":"‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having cracked the crowded market for electric vehicles in a repeat of its earlier success with smartphones.Its stock has surged 101% this year, outpacing global peers, on the company’s surprisingly quick rise in China’s EV market to challenge leaders BYD Co. and Tesla Inc. The next big leg up may come as Xiaomi prepares for the possible summer launch of its next model, a pure electric sport utility vehicle.Investors are hoping to see a similar trajectory to when Xiaomi launched its first smartphone in 2011 and grew within a few years to rival Apple Inc. and Samsung Electronics Co., making its founder Lei Jun a billionaire in the process. Xiaomi’s Hong Kong-listed shares are now about 10% away from their 2021 peak.“Xiaomi is the dark horse,” said Shuyan Feng, deputy general manager for investment management at Huatai Asset Management (Hong Kong) Co. “When Lei Jun touted Xiaomi’s $10 billion foray into the EV market, there was serious discounting of the stock, and few believed it would actually make it given how competitive this market is.”Xiaomi’s stock has outperformed global gauges of auto and smartphone makers amid cloudy prospects for recoveries in markets for their products. Its strong EV debut is notable in a year when Chinese upstarts like Nio Inc. and Li Auto Inc. have struggled with worries over the demand outlook, weighing on their share prices.Beijing-based Xiaomi reported stronger-than-expected sales growth for the September quarter, with the new EV business accounting for about 10% of its total revenue. The company made quick inroads by leveraging the marketing capabilities and strong appeal among young consumers it cultivated in smartphones.Xiaomi has forecast 130,000 deliveries for its SU7 sedan this year, a target it has raised twice. The vehicle is available in nine color and features smart driving functionality plus a connected entertainment system. Analysts expect the company’s total sales to more than double in 2025 with the launch of its YU7 SUV.“Xiaomi’s EV business could overtake smartphones as the company’s key sales-growth driver in 2025,” Bloomberg Intelligence analyst Steven Tseng wrote in a note. Its next model “might spur EV sales growth of 137% in 2025 due to the popularity of larger vehicles in China and a ramp-up in capacity at its second EV factory.”Despite uncertainties in the macroeconomy, China remains the world’s largest passenger EV market, with sales set to exceed 11 million units this year, according to BloombergNEF.Competition is fierce and continues to grow, with other late entrants including tech titan Huawei Technologies Co. Analysts at Macquarie Group Ltd. expect Xiaomi may be able to gain further market share with the YU7, which it expects to be priced at 250,000 yuan to 330,000 yuan ($34,000-$45,000).The previous record high for Xiaomi’s stock was set nearly four years ago, just before it was briefly added to a US blacklist by outgoing President Donald Trump. While analysts expect limited impact from tariffs under Trump’s second term given Xiaomi’s limited sales exposure to the US, parts procurement from American suppliers could be affected.Valuations are another concerns after Xiaomi’s huge rally. The shares are currently trading at about 27 times forward earnings estimates, above the five-year median of 21 times.Analysts remain bullish on the stock, however, with 42 buy recommendations versus just one hold and one sell. Bulls note that profitability has been impressive in the EV business so far.“Its a company that’s extremely good at controlling costs in a complicated manufacturing process,” said Xiao Feng, co-head of China industrial research at CLSA Hong Kong. “I think, partially, you should give the credit to their experience in making smartphones, which also has a very long, complicated supply chain.”","news_type":1,"symbols_score_info":{"01810":1.1,"XIACY":1.1}},"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381499055566920,"gmtCreate":1734170737784,"gmtModify":1734170741918,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381499055566920","repostId":"2491590845","repostType":2,"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284772558180656,"gmtCreate":1710530738271,"gmtModify":1710530743034,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Good read and informative for right decision.","listText":"Good read and informative for right decision.","text":"Good read and informative for right decision.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284772558180656","repostId":"1189493524","repostType":2,"repost":{"id":"1189493524","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":1710512319,"share":"https://ttm.financial/m/news/1189493524?lang=&edition=fundamental","pubTime":"2024-03-15 22:18","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1189493524","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s l","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</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>Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nTop Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-15 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189493524","content_text":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”Bank of America reiterates Adobe as buyBank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”Citi upgrades Thor Industries to buy from neutralCiti said it see a “favorable event path” for the RV company.“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”Morgan Stanley downgrades Republic Services to equal weight from overweightMorgan Stanley downgraded the stock adding it sees a more balanced risk/reward.“RSG has outperformed the S&P 500 and Waste peers by 12% Y/Y.”Citi initiates Pure Storage as buyCiti said in its initiation of Pure Storage that the data storage company is an AI beneficiary.“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”UBS upgrades Paccar and Cummins to buy from neutralUBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”Morgan Stanley reiterates Microsoft as buyMorgan Stanley said the computer is the “cybersecurity leader.”“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”Baird reiterates Nvidia as outperformBaird said it sees a slew of positive catalysts heading into the company’s GTC event next week.“Nvidia continues to demand more capacity for this year based on continued strong demand.”JPMorgan reiterates Coinbase as neutralJPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”Baird reiterates Tesla as outperformBaird said Tesla as a prime beneficiary of AI in renewable energy.“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”Telsey upgrades Dollar General to outperform from market performTelsey said in its upgrade of Dollar General that management is stabilizing.“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”Guggenheim upgrades Snowflake to neutral from sellGuggenheim said in its upgrade of the stock that it sees partner sentiment improving.“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”Piper Sandler upgrades DoorDash to neutral from underweightPiper said in its upgrade of DoorDash that fundamentals are improving.“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”Citi reiterates Apple as buyCiti said it’s standing by its buy rating on shares of Apple.“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”Morgan Stanley upgrades nCino to equal weight under weightMorgan Stanley said it sees improving revenue growth for the software company.“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”Bank of America reiterates Amazon as buyBank of America said it’s bullish heading into Amazon’s Spring Sales event next week.“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”Citi reiterates Micron as buyCiti raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.“Micron remains our top pick and Buy-rated.”Piper Sandler names Stellantis a top pickPiper said the auto manufacturer is setting the “standard.”“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”JPMorgan adds a positive catalyst watch on PDDJPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”RBC initiates Five9 as outperformRBC said shares of the software company are undervalued.“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”Bank of America initiates TKO Group as buyBank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”Bank of America upgrades Valero Energy and HF Sinclair to buy from neutralBank of America upgraded several refiners on Friday and said they are due for a rerating.“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”Truist initiates Golden Entertainment as buyTruist said the casino company is a “Nevada pure-play with a unique footprint.”“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”JPMorgan reiterates Eli Lilly as overweightJPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”","news_type":1,"symbols_score_info":{"TSLA":1.1,"MU":1.1,"NVDA":1.1,"RIVN":1.1}},"isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281449589641376,"gmtCreate":1709741790719,"gmtModify":1709741794382,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Right choice on the dip.","listText":"Right choice on the dip.","text":"Right choice on the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281449589641376","repostId":"2417421967","repostType":2,"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276827143610448,"gmtCreate":1708610903124,"gmtModify":1708610910326,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276827143610448","repostId":"1170209806","repostType":2,"repost":{"id":"1170209806","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":1708609914,"share":"https://ttm.financial/m/news/1170209806?lang=&edition=fundamental","pubTime":"2024-02-22 21:51","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</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>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DASH":"DoorDash, Inc.","RUN":"Sunrun Inc.","COTY":"科蒂","RIVN":"Rivian Automotive, Inc.","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1,"symbols_score_info":{"COTY":1.1,"DASH":1.1,"NVDA":1.1,"RIVN":1.1,"RUN":1.1}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276826986717400,"gmtCreate":1708610882613,"gmtModify":1708610886534,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276826986717400","repostId":"1170209806","repostType":2,"repost":{"id":"1170209806","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":1708609914,"share":"https://ttm.financial/m/news/1170209806?lang=&edition=fundamental","pubTime":"2024-02-22 21:51","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</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>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DASH":"DoorDash, Inc.","RUN":"Sunrun Inc.","COTY":"科蒂","RIVN":"Rivian Automotive, Inc.","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1,"symbols_score_info":{"COTY":1.1,"DASH":1.1,"NVDA":1.1,"RIVN":1.1,"RUN":1.1}},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"repost":{"id":"2354338651","kind":"highlight","pubTimestamp":1690299084,"share":"https://ttm.financial/m/news/2354338651?lang=&edition=fundamental","pubTime":"2023-07-25 23:31","market":"us","language":"en","title":"3 AI Stocks to Sell Before the Competition Crushes Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2354338651","media":"InvestorPlace","summary":"AI stocks are on fire. But these three are unlikely to be the long-term winners from this technology, making them the top AI stocks to sell.","content":"<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Web Link</a>\n\n</div>\n","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks to Sell Before the Competition Crushes Them</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks to Sell Before the Competition Crushes Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOUN":"SoundHound AI Inc","UPST":"Upstart Holdings, Inc.","AI":"C3.ai, Inc."},"source_url":"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354338651","content_text":"AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.Upstart (UPST): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.SoundHound AI (SOUN): The voice AI company’s market cap has run far ahead of its revenues or business prospects.Traders have made artificial intelligence (AI) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.C3.ai (AI)C3.ai (NYSE: AI) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.Upstart (UPST)Upstart (NASDAQ: UPST) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.SoundHound AI (SOUN)SoundHound AI (NASDAQ: SOUN) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.","news_type":1,"symbols_score_info":{"AI":0.9,"SOUN":1,"UPST":1}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"repost":{"id":"1167082525","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":1687354548,"share":"https://ttm.financial/m/news/1167082525?lang=&edition=fundamental","pubTime":"2023-06-21 21:35","market":"us","language":"en","title":"Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167082525","media":"Tiger Newspress","summary":"China Extends Tax Breaks for New Energy Vehicles Until 2027","content":"<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</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>Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167082525","content_text":"Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. “Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.","news_type":1,"symbols_score_info":{"LI":1,"XPEV":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"repost":{"id":"1151610726","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":1687354241,"share":"https://ttm.financial/m/news/1151610726?lang=&edition=fundamental","pubTime":"2023-06-21 21:30","market":"us","language":"en","title":"Stocks Fall for a Third Day As Market Rally Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1151610726","media":"Tiger Newspress","summary":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and ","content":"<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</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>Stocks Fall for a Third Day As Market Rally Loses Steam</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\">\nStocks Fall for a Third Day As Market Rally Loses Steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151610726","content_text":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&P 500 and Nasdaq Composite dipped 0.4% each.FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.“With the S&P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.As far as quarterly results, KB Home will report after the close.","news_type":1,"symbols_score_info":{".SPX":1,".IXIC":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852570075240,"gmtCreate":1685650818879,"gmtModify":1685650822641,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852570075240","repostId":"182269390356600","repostType":1,"repost":{"id":182269390356600,"gmtCreate":1685526747296,"gmtModify":1685527639983,"author":{"id":"3527667700230874","authorId":"3527667700230874","name":"TigerTradingNotes","avatar":"https://community-static.tradeup.com/news/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667700230874","idStr":"3527667700230874"},"themes":[],"title":"A \"High-Profitability\" Trading Strategy - Stop-Loss and Take-Profit","htmlText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","listText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","text":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","images":[{"img":"https://community-static.tradeup.com/news/1c1a1af89551802b33fe4000f5bf87a7","width":"1077","height":"2161"},{"img":"https://community-static.tradeup.com/news/878b8e793b615ce121220a5a65009bc6","width":"1070","height":"1225"},{"img":"https://community-static.tradeup.com/news/30e0409d888d7492246dc3be3e08a414","width":"1159","height":"2141"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182269390356600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852170756128,"gmtCreate":1685650713346,"gmtModify":1685650716829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852170756128","repostId":"182646759243776","repostType":1,"repost":{"id":182646759243776,"gmtCreate":1685619008691,"gmtModify":1685619019049,"author":{"id":"4144906086863692","authorId":"4144906086863692","name":"NAI500","avatar":"https://community-static.tradeup.com/news/01a5cfb1c65c21d31f28a3934107c034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144906086863692","idStr":"4144906086863692"},"themes":[],"title":"3 Dividend Kings: Investing in Passive Income Gems Amidst a Hot Growth Stock Market","htmlText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","listText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","text":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in $Target(TGT)$, $Stanley Black & Decker(SWK)$, and $Canadian Utilities Ltd.(CDUAF)$, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on $Target(TGT)$ Target's stock price surged earlier this year but has declined nearly","images":[{"img":"https://community-static.tradeup.com/news/6b904e2c66590c521e92df49a58f8dca","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/1decc64455ea8f5ee9e1ab5e5703955c","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/c7f5600746c64e98847e43fe8f0cf816","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182646759243776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948237602,"gmtCreate":1680710942607,"gmtModify":1680710944445,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948237602","repostId":"2324987269","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"repost":{"id":"2354338651","kind":"highlight","pubTimestamp":1690299084,"share":"https://ttm.financial/m/news/2354338651?lang=&edition=fundamental","pubTime":"2023-07-25 23:31","market":"us","language":"en","title":"3 AI Stocks to Sell Before the Competition Crushes Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2354338651","media":"InvestorPlace","summary":"AI stocks are on fire. But these three are unlikely to be the long-term winners from this technology, making them the top AI stocks to sell.","content":"<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Web Link</a>\n\n</div>\n","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks to Sell Before the Competition Crushes Them</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks to Sell Before the Competition Crushes Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOUN":"SoundHound AI Inc","UPST":"Upstart Holdings, Inc.","AI":"C3.ai, Inc."},"source_url":"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354338651","content_text":"AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.Upstart (UPST): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.SoundHound AI (SOUN): The voice AI company’s market cap has run far ahead of its revenues or business prospects.Traders have made artificial intelligence (AI) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.C3.ai (AI)C3.ai (NYSE: AI) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.Upstart (UPST)Upstart (NASDAQ: UPST) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.SoundHound AI (SOUN)SoundHound AI (NASDAQ: SOUN) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.","news_type":1,"symbols_score_info":{"AI":0.9,"SOUN":1,"UPST":1}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942337636,"gmtCreate":1681132961425,"gmtModify":1681132964894,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942337636","repostId":"2326169605","repostType":2,"repost":{"id":"2326169605","kind":"highlight","pubTimestamp":1681125337,"share":"https://ttm.financial/m/news/2326169605?lang=&edition=fundamental","pubTime":"2023-04-10 19:15","market":"us","language":"en","title":"3 Top Tech Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2326169605","media":"Motley Fool","summary":"These beaten-down tech names could make a comeback in 2023.","content":"<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks to Buy in April</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Tech Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4535":"淡马锡持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","AMZN":"亚马逊","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","DELL":"戴尔","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4551":"寇图资本持仓","PYPL":"PayPal","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4527":"明星科技股","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4534":"瑞士信贷持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4503":"景林资产持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4122":"互联网与直销零售","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326169605","content_text":"While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.AmazonPerhaps the poster child for pandemic-era excesses, Amazon is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That's obviously not great for workers, but it's probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.There are also some hints that Amazon's efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon's growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon's units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon's percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon's advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon's long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon's rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It's early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won't be left on the sidelines.E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.PayPalThe fintech sector broadly, and PayPal specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal's forward P/E ratio has fallen to just over 15 times this year's expected earnings.PYPL Percent Off All-Time High data by YChartsYet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the eBay contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal's headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.The Q4 growth rate is no doubt a deceleration from PayPal's heady growth of 2020 and 2021, but at this current valuation, it's not that bad, especially if PayPal can remain highly profitable. The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that's still below peak operating margins of 25.1% back in 2020, but it's still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.That's a positive use of cash when the stock is this cheap, and it's likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.Image source: Getty Images.Dell TechnologiesPC and server leader Dell Technologies is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year's levels, it could at least indicate that the PC market may be bottoming out here.Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That's absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.","news_type":1,"symbols_score_info":{"PYPL":0.9,"AMZN":0.9,"DELL":0.9}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"repost":{"id":"1167082525","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":1687354548,"share":"https://ttm.financial/m/news/1167082525?lang=&edition=fundamental","pubTime":"2023-06-21 21:35","market":"us","language":"en","title":"Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167082525","media":"Tiger Newspress","summary":"China Extends Tax Breaks for New Energy Vehicles Until 2027","content":"<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</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>Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167082525","content_text":"Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. “Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.","news_type":1,"symbols_score_info":{"LI":1,"XPEV":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"repost":{"id":"1151610726","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":1687354241,"share":"https://ttm.financial/m/news/1151610726?lang=&edition=fundamental","pubTime":"2023-06-21 21:30","market":"us","language":"en","title":"Stocks Fall for a Third Day As Market Rally Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1151610726","media":"Tiger Newspress","summary":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and ","content":"<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</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>Stocks Fall for a Third Day As Market Rally Loses Steam</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\">\nStocks Fall for a Third Day As Market Rally Loses Steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151610726","content_text":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&P 500 and Nasdaq Composite dipped 0.4% each.FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.“With the S&P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.As far as quarterly results, KB Home will report after the close.","news_type":1,"symbols_score_info":{".SPX":1,".IXIC":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947014940,"gmtCreate":1682345910380,"gmtModify":1682345914280,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947014940","repostId":"1116198962","repostType":2,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948210687,"gmtCreate":1680710990349,"gmtModify":1680710994055,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948210687","repostId":"2324872612","repostType":4,"repost":{"id":"2324872612","kind":"highlight","pubTimestamp":1680708426,"share":"https://ttm.financial/m/news/2324872612?lang=&edition=fundamental","pubTime":"2023-04-05 23:27","market":"us","language":"en","title":"2 Warren Buffett Stocks That Look Like Bargains Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2324872612","media":"Motley Fool","summary":"A long bear market pushed these stocks down to what looks like bargain pricing.","content":"<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Stocks That Look Like Bargains Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Stocks That Look Like Bargains Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","C":"花旗"},"source_url":"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324872612","content_text":"After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell apart those destined to climb higher from those that will underperform.For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.The recent implosion of Silicon Valley Bank (a subsidiary of SVB Financial) and Signature Bank caused banking stocks to fall across the board in March. Now, shares of Ally Financial and Citigroup are trading at bargain prices that are too good to ignore.Ally FinancialBuffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn't an uncertain start-up. Ally began as the financial arm of General Motors more than a century ago.At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there's plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it's important to remember that stimulus checks caused auto sales to spike in 2021.A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it's trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.CitigroupIf you think Ally's trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it's a \"too big to fail\" bank that's subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup's trading at a low valuation because it's in the middle of a long transition following years of underperformance. In a nutshell, it's selling off its international consumer banking operations to streamline operations and focus on profits.In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.Citigroup is holding off on buybacks and dividend raises while it's in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.","news_type":1,"symbols_score_info":{"ALLY":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947162001,"gmtCreate":1682684869506,"gmtModify":1682684876864,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947162001","repostId":"2330193528","repostType":2,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944666678,"gmtCreate":1681830341295,"gmtModify":1681830345337,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"very informative","listText":"very informative","text":"very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944666678","repostId":"2327869497","repostType":2,"repost":{"id":"2327869497","kind":"highlight","pubTimestamp":1681830000,"share":"https://ttm.financial/m/news/2327869497?lang=&edition=fundamental","pubTime":"2023-04-18 23:00","market":"us","language":"en","title":"AI Revolution: 2 AI Stocks Billionaires Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2327869497","media":"Motley Fool","summary":"The next generation of AI has caught the attention of Wall Street.","content":"<div>\n<p>KEY POINTSThe latest innovations in artificial intelligence are taking the world by storm.This means some of the world's most notable investors have the bug.Billionaires have been snapping up shares ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Revolution: 2 AI Stocks Billionaires Are Buying Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Revolution: 2 AI Stocks Billionaires Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe latest innovations in artificial intelligence are taking the world by storm.This means some of the world's most notable investors have the bug.Billionaires have been snapping up shares ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4573":"虚拟现实","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0079474960.USD":"联博美国增长基金A","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4077":"互动媒体与服务","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4514":"搜索引擎","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4529":"IDC概念","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4528":"SaaS概念","GOOG":"谷歌","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","GOOGL":"谷歌A","NVDA":"英伟达","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD"},"source_url":"https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327869497","content_text":"KEY POINTSThe latest innovations in artificial intelligence are taking the world by storm.This means some of the world's most notable investors have the bug.Billionaires have been snapping up shares of Alphabet and Nvidia, which could profit tremendously from the AI boom.While artificial intelligence (AI) has been around for years, recent innovations have captured the public imagination. The introduction of next-generation chatbots, including ChatGPT and Alphabet's Bard have made headlines the world over, sparking the next bull run in AI. Investors have been watching the ensuing zeitgeist and have sensed the potential to ride this ongoing trend to profits.The next phase of AI development could be particularly lucrative and far-reaching. In fact, Cathie Wood's Ark Investment Management has done some calculations and estimates that artificial intelligence (AI) software could represent a $14 trillion revenue opportunity by 2030. Even some of Wall Street's most notable billionaires and hedge funds have been snapping up shares of AI-related stocks, expecting to benefit from the current AI gold rush. Let's look at two such stocks billionaires are buying hand over fist.Image source: Getty Images.1. Alphabet remains a key player in the AI raceHedge fund manager and billionaire philanthropist George Soros has made a name for himself by making savvy bets on Wall Street. He formerly managed the Quantum Fund, which generated decades of market-beating returns. Furthermore, reports suggest he made more than $1 billion in a single day by betting against the British pound, so his bona fides are well earned. Soros Fund Management is no stranger to Alphabet, first investing in the stock back in 2017. Late last year, however, Soros saw an opportunity and began betting heavily on the search giant and AI pioneer, adding another 743,160 shares of Alphabet stock to his position, bringing the total to more than 1.8 million shares currently worth more than $192 million and representing roughly 2.1% of his portfolio.  The excitement surrounding OpenAI's ChatGPT has been palpable, leading some to believe that Alphabet is already lagging in the AI race, but digging a little deeper provides some fascinating context. Alphabet's Pathway's Language Model (PaLM), which was introduced in early 2022, could be scaled to 540 billion parameters. This runs circles around GPT-3.5 (the foundation for ChatGPT), which clocks in at 175 billion. To be clear, Soros likely invested in Alphabet for the company's dominant search business, which controls 93% of the worldwide market, and its industry-leading digital advertising business, with about 30% of the global online ad market. Alphabet's AI expertise is merely a delightful bonus.2. Nvidia's products underpin AI technologyKen Griffin, the founder and CEO of hedge fund Citadel Investment Group, made a name for himself by famously shorting the market ahead of the Black Monday market crash of 1987, securing his name in the annuls of investing history. That's not all. Citadel became the most successful hedge fund ever last year, generating gains of $16 billion. Citadel Advisors made a big bet on Nvidia late last year, snapping up 1,588,987 shares, an increase of more than 500%. That brings the total to more than 1.9 million shares, currently worth more than $511 million. While Nvidia isn't a pure-play AI company, it does provide the underlying technology that allows AI models to thrive. Nvidia's graphics processing units (GPUs) harness the computational horsepower necessary to train and run AI models. The chips use parallel processing -- or the ability to do a multitude of complex calculations simultaneously -- and have been optimized to run more efficiently, so they're able to handle the massive datasets necessary to train and subsequently run AI programs.It also doesn't hurt that Nvidia GPUs are the go-to for serious gamers everywhere and its semiconductors are a staple in each of the largest and most well-known cloud operators, including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, among many others. This gives the company a firm foundation to profit, even as the ongoing adoption of AI plays out.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945236309,"gmtCreate":1681481525001,"gmtModify":1681481529116,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"very informatiove","listText":"very informatiove","text":"very informatiove","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945236309","repostId":"1138147799","repostType":2,"repost":{"id":"1138147799","kind":"news","pubTimestamp":1681481102,"share":"https://ttm.financial/m/news/1138147799?lang=&edition=fundamental","pubTime":"2023-04-14 22:05","market":"us","language":"en","title":"Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1138147799","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of ","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Goldman Sachs double upgraded <strong>VF Corp.</strong> (VFC) to Buy from Sell with a price target of $27, up from $26. VF&#39;s revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts &#34;now weighted to the upside,&#34; the analyst tells investors in a research note.</p></li><li><p>Barclays upgraded <strong>Mosaic</strong> (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets &#34;remain tight,&#34; and while record earnings from 2022 won&#39;t be repeated in 2023, there is &#34;enough buckets of opportunities&#34; in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.</p></li><li><p>Compass Point upgraded <strong>Argo Blockchain</strong> (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.</p></li><li><p>JPMorgan upgraded<strong> Huya</strong> (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.</p></li><li><p>Northcoast upgraded <strong>Casey&#39;s General Stores</strong> (CASY) to Buy from Neutral with a price target of $270, up from $247.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Piper Sandler downgraded <strong>Rivian Automotive</strong> (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian&#39;s strategy, but says the problem is that the strategy is costly.</p></li><li><p>Raymond James downgraded <strong>Check Point Software</strong> (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.</p></li><li><p>BTIG downgraded <strong>ViewRay</strong> (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.</p></li><li><p>Piper Sandler downgraded <strong>Steris</strong> (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.</p></li><li><p>Maxim downgraded <strong>Biocept</strong> (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Stifel resumed coverage of <strong>Philip Morris</strong> (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm&#39;s top ideas in the space, believes it offers &#34;superior growth potential&#34; compared to both its tobacco and consumer staples peers.</p></li><li><p>Roth MKM initiated coverage of <strong>LiveOne</strong> (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen &#34;rapid advances&#34; in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.</p></li><li><p>BMO Capital reinstated coverage of <strong>Tyson Foods</strong> (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.</p></li><li><p>Stifel resumed coverage of <strong>Lamb Weston</strong> (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the &#34;sales recovery is compelling,&#34; while adding that it believes the multiple can continue to expand as investors &#34;appreciate the growth and ultimate margin opportunity.&#34;</p></li><li><p>Philip MorrisStephens initiated coverage of <strong>Shift4 Payments</strong> (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4&#39;s premium valuation fairly reflects the above peer growth and margin profile as well as the firm&#39;s confidence in the company&#39;s FY23 outlook, the analyst tells investors in a research note.</p></li></ul></body></html>","source":"lsy1666364704704","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSN":"泰森食品","PM":"菲利普莫里斯"},"source_url":"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138147799","content_text":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts \"now weighted to the upside,\" the analyst tells investors in a research note.Barclays upgraded Mosaic (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets \"remain tight,\" and while record earnings from 2022 won't be repeated in 2023, there is \"enough buckets of opportunities\" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.Compass Point upgraded Argo Blockchain (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.JPMorgan upgraded Huya (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.Northcoast upgraded Casey's General Stores (CASY) to Buy from Neutral with a price target of $270, up from $247.Top 5 Downgrades:Piper Sandler downgraded Rivian Automotive (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.Raymond James downgraded Check Point Software (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.BTIG downgraded ViewRay (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.Piper Sandler downgraded Steris (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.Maxim downgraded Biocept (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.Top 5 Initiations:Stifel resumed coverage of Philip Morris (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers \"superior growth potential\" compared to both its tobacco and consumer staples peers.Roth MKM initiated coverage of LiveOne (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen \"rapid advances\" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.BMO Capital reinstated coverage of Tyson Foods (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.Stifel resumed coverage of Lamb Weston (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the \"sales recovery is compelling,\" while adding that it believes the multiple can continue to expand as investors \"appreciate the growth and ultimate margin opportunity.\"Philip MorrisStephens initiated coverage of Shift4 Payments (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.","news_type":1,"symbols_score_info":{"TSN":0.9,"RIVN":0.9,"PM":0.9}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942315985,"gmtCreate":1681134294148,"gmtModify":1681134297863,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative&nbsp;","listText":"Very Informative&nbsp;","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942315985","repostId":"1144986920","repostType":2,"repost":{"id":"1144986920","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":1681133488,"share":"https://ttm.financial/m/news/1144986920?lang=&edition=fundamental","pubTime":"2023-04-10 21:31","market":"us","language":"en","title":"Stocks Fall to Start the Week as Investors’ Recession Fears Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=1144986920","media":"Tiger Newspress","summary":"Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key in","content":"<html><head></head><body><p>Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&amp;P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.</p><p style=\"text-align: start;\">Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.</p><p style=\"text-align: start;\">Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.</p><p style=\"text-align: start;\">Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.</p><p style=\"text-align: start;\">The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.</p><p style=\"text-align: start;\">“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.</p><p style=\"text-align: start;\">Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.</p><p style=\"text-align: start;\">“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.</p><p style=\"text-align: start;\">They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.</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>Stocks Fall to Start the Week as Investors’ Recession Fears 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; 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\">\nStocks Fall to Start the Week as Investors’ Recession Fears Grow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-10 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&amp;P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.</p><p style=\"text-align: start;\">Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.</p><p style=\"text-align: start;\">Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.</p><p style=\"text-align: start;\">Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.</p><p style=\"text-align: start;\">The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.</p><p style=\"text-align: start;\">“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.</p><p style=\"text-align: start;\">Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.</p><p style=\"text-align: start;\">“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.</p><p style=\"text-align: start;\">They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144986920","content_text":"Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948235138,"gmtCreate":1680710850625,"gmtModify":1680710853552,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948235138","repostId":"1152406086","repostType":4,"repost":{"id":"1152406086","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":1680708318,"share":"https://ttm.financial/m/news/1152406086?lang=&edition=fundamental","pubTime":"2023-04-05 23:25","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1152406086","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Bank of America reiterates Disney as buyBank of Am","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Bank of America reiterates Disney as buy</h2><p>Bank of America said Disney remains “best-in-class.”</p><p>“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”</p><h2 style=\"text-align: start;\">Wells Fargo reiterates BlackRock as overweight</h2><p>Wells said its standing by its overweight rating on the asset manager.</p><p>“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”</p><h2 style=\"text-align: start;\">Cowen initiates Arhaus as outperform</h2><p>Cowen said the luxury furniture company has a fast trajectory to growth.</p><p>“ARHS is attractively positioned in the $94bn luxury furniture industry &amp; remains early in its growth journey.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Douglas Emmett to overweight from neutral</h2><p>Piper said it sees more upside in shares of the real estate investment trust.</p><p>“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”</p><h2 style=\"text-align: start;\">UBS upgrades First Citizens BancShares to buy from sell</h2><p>UBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.</p><p>“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”</p><h2 style=\"text-align: start;\">Baird upgrades Zions Bancorporation to outperform from neutral</h2><p>Baird said in its upgrade of the bank that it likes its diversified footprint.</p><p>“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”</p><h2 style=\"text-align: start;\">UBS upgrades Sealed Air to buy from neutral</h2><p>UBS said the selloff in shares of the air packaging products company is overdone.</p><p>“2H inflection to lift sentiment &amp; stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Clean Energy to outperform from market perform</h2><p>Raymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.</p><p>“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said its survey checks show Apple is still a top pick for teens.</p><p>“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”</p><h2 style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said the social media giant is well positioned for the long term.</p><p>“We believe META can accelerate rev growth in 2H23.”</p><h2 style=\"text-align: start;\">Deutsche Bank initiates Wyndham Hotels and Resorts as buy</h2><p>Deutsche said in its initiation of the hotel company that the selloff in shares is overdone.</p><p>“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”</p><h2 style=\"text-align: start;\">Baird downgrades ON Holding to neutral from outperform</h2><p>Baird said it’s reducing exposure on the stock as consumers rein in spending.</p><p>“Using strength to further reduce exposure; downgrading ONON<u>,</u> XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”</p><h2 style=\"text-align: start;\">Bank of America upgrades Livent to buy from neutral</h2><p>Bank of America said the lithium company’s “value proposition” has increased.</p><p>“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Cigna and United Health to strong buy from outperform</h2><p>Raymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”</p><p>“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.</p><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy.</h2><p>Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.</p><p>“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades SLM to overweight from underweight</h2><p>Morgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.</p><p>“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”</p><h2 style=\"text-align: start;\">Wedbush upgrades Dutch Bros to outperform from neutral</h2><p>Wedbush upgraded the coffee chain and said it sees more upside.</p><p>“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.</p><p>“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”</p><h2 style=\"text-align: start;\">Argus upgrades Meta to buy from hold</h2><p>Argus said it likes Meta’s cost cutting initiatives.</p><p>“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”</p><h2 style=\"text-align: start;\">Citi adds a positive catalyst watch on United Airlines</h2><p>Citi said the selloff in the airline’s shares is overdone.</p><p>“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”</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>Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-05 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Bank of America reiterates Disney as buy</h2><p>Bank of America said Disney remains “best-in-class.”</p><p>“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”</p><h2 style=\"text-align: start;\">Wells Fargo reiterates BlackRock as overweight</h2><p>Wells said its standing by its overweight rating on the asset manager.</p><p>“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”</p><h2 style=\"text-align: start;\">Cowen initiates Arhaus as outperform</h2><p>Cowen said the luxury furniture company has a fast trajectory to growth.</p><p>“ARHS is attractively positioned in the $94bn luxury furniture industry &amp; remains early in its growth journey.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Douglas Emmett to overweight from neutral</h2><p>Piper said it sees more upside in shares of the real estate investment trust.</p><p>“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”</p><h2 style=\"text-align: start;\">UBS upgrades First Citizens BancShares to buy from sell</h2><p>UBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.</p><p>“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”</p><h2 style=\"text-align: start;\">Baird upgrades Zions Bancorporation to outperform from neutral</h2><p>Baird said in its upgrade of the bank that it likes its diversified footprint.</p><p>“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”</p><h2 style=\"text-align: start;\">UBS upgrades Sealed Air to buy from neutral</h2><p>UBS said the selloff in shares of the air packaging products company is overdone.</p><p>“2H inflection to lift sentiment &amp; stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Clean Energy to outperform from market perform</h2><p>Raymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.</p><p>“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said its survey checks show Apple is still a top pick for teens.</p><p>“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”</p><h2 style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said the social media giant is well positioned for the long term.</p><p>“We believe META can accelerate rev growth in 2H23.”</p><h2 style=\"text-align: start;\">Deutsche Bank initiates Wyndham Hotels and Resorts as buy</h2><p>Deutsche said in its initiation of the hotel company that the selloff in shares is overdone.</p><p>“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”</p><h2 style=\"text-align: start;\">Baird downgrades ON Holding to neutral from outperform</h2><p>Baird said it’s reducing exposure on the stock as consumers rein in spending.</p><p>“Using strength to further reduce exposure; downgrading ONON<u>,</u> XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”</p><h2 style=\"text-align: start;\">Bank of America upgrades Livent to buy from neutral</h2><p>Bank of America said the lithium company’s “value proposition” has increased.</p><p>“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Cigna and United Health to strong buy from outperform</h2><p>Raymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”</p><p>“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.</p><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy.</h2><p>Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.</p><p>“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades SLM to overweight from underweight</h2><p>Morgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.</p><p>“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”</p><h2 style=\"text-align: start;\">Wedbush upgrades Dutch Bros to outperform from neutral</h2><p>Wedbush upgraded the coffee chain and said it sees more upside.</p><p>“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.</p><p>“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”</p><h2 style=\"text-align: start;\">Argus upgrades Meta to buy from hold</h2><p>Argus said it likes Meta’s cost cutting initiatives.</p><p>“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”</p><h2 style=\"text-align: start;\">Citi adds a positive catalyst watch on United Airlines</h2><p>Citi said the selloff in the airline’s shares is overdone.</p><p>“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UNH":"联合健康","WH":"Wyndham Hotels & Resorts Inc","SEE":"希悦尔","LTHM":"Livent Corp.","ONON":"On Holding AG","DEI":"道格拉斯艾美特","UAL":"联合大陆航空","BLK":"贝莱德","BROS":"Dutch Bros Inc.","SLM":"学贷美","FCNCA":"第一公民银行股份","AAPL":"苹果","META":"Meta Platforms, Inc.","DIS":"迪士尼","ARHS":"Arhaus, Inc.","CLNE":"Clean Energy Fuels Corp","CI":"信诺保险","ZION":"齐昂银行","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406086","content_text":"Here are Wednesday’s biggest calls on Wall Street:Bank of America reiterates Disney as buyBank of America said Disney remains “best-in-class.”“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”Wells Fargo reiterates BlackRock as overweightWells said its standing by its overweight rating on the asset manager.“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”Cowen initiates Arhaus as outperformCowen said the luxury furniture company has a fast trajectory to growth.“ARHS is attractively positioned in the $94bn luxury furniture industry & remains early in its growth journey.”Piper Sandler upgrades Douglas Emmett to overweight from neutralPiper said it sees more upside in shares of the real estate investment trust.“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”UBS upgrades First Citizens BancShares to buy from sellUBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”Baird upgrades Zions Bancorporation to outperform from neutralBaird said in its upgrade of the bank that it likes its diversified footprint.“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”UBS upgrades Sealed Air to buy from neutralUBS said the selloff in shares of the air packaging products company is overdone.“2H inflection to lift sentiment & stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”Raymond James upgrades Clean Energy to outperform from market performRaymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”Piper Sandler reiterates Apple as overweightPiper said its survey checks show Apple is still a top pick for teens.“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”Jefferies reiterates Meta as buyJefferies said the social media giant is well positioned for the long term.“We believe META can accelerate rev growth in 2H23.”Deutsche Bank initiates Wyndham Hotels and Resorts as buyDeutsche said in its initiation of the hotel company that the selloff in shares is overdone.“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”Baird downgrades ON Holding to neutral from outperformBaird said it’s reducing exposure on the stock as consumers rein in spending.“Using strength to further reduce exposure; downgrading ONON, XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”Bank of America upgrades Livent to buy from neutralBank of America said the lithium company’s “value proposition” has increased.“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”Raymond James upgrades Cigna and United Health to strong buy from outperformRaymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.Needham reiterates Amazon as buy.Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”Morgan Stanley upgrades SLM to overweight from underweightMorgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”Wedbush upgrades Dutch Bros to outperform from neutralWedbush upgraded the coffee chain and said it sees more upside.“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”Bank of America reiterates Apple as buyBank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”Argus upgrades Meta to buy from holdArgus said it likes Meta’s cost cutting initiatives.“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”Citi adds a positive catalyst watch on United AirlinesCiti said the selloff in the airline’s shares is overdone.“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”","news_type":1,"symbols_score_info":{"BROS":0.9,"WH":0.9,"ZION":0.9,"BLK":0.9,"DIS":0.9,"UAL":0.9,"SEE":0.9,"DEI":0.9,"AAPL":0.9,"FCNCA":0.9,"UNH":0.9,"LTHM":0.9,"ONON":0.9,"META":0.9,"SLM":0.9,"ARHS":0.9,"AMZN":0.9,"CLNE":0.9,"CI":0.9}},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981092373,"gmtCreate":1666335844292,"gmtModify":1676537743352,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Interesting. Should keep an eye on this.","listText":"Interesting. Should keep an eye on this.","text":"Interesting. Should keep an eye on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981092373","repostId":"2276491835","repostType":2,"repost":{"id":"2276491835","kind":"highlight","pubTimestamp":1666336568,"share":"https://ttm.financial/m/news/2276491835?lang=&edition=fundamental","pubTime":"2022-10-21 15:16","market":"us","language":"en","title":"3 Bargain Stocks Cathie Wood Loves","url":"https://stock-news.laohu8.com/highlight/detail?id=2276491835","media":"Motley Fool","summary":"The iconic growth stock investor isn't afraid to go for value if there are promising catalysts in the future.","content":"<div>\n<p>When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bargain Stocks Cathie Wood Loves</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bargain Stocks Cathie Wood Loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","ROKU":"Roku Inc","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276491835","content_text":"When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock picker for the ARK Invest family of exchange-traded funds (ETFs) had a spectacular run in 2020 when the market rallied around disruptive growth stocks.Her returns have lagged the market badly over most of these last two years, but it doesn't mean that you want to dismiss her shot at pulling another 2020 out of her pocket. She continues to buy some of the most dynamic publicly traded companies, but she also has some investments that could be considered bargains right now. Roku, Deere & Company, and Zoom Video Communications (ZM) are three of her holdings that I think are bargains right now.1. RokuIf you define bargains solely on profit multiples, you might be tempted to change the channel when it comes to Roku. The once-profitable leader of streaming video is in the red, and Wall Street pros see the losses continuing until 2026.But the stock has never been cheaper based on its revenue multiple. Toss in a strong cash-rich balance sheet, and Roku is trading at an enterprise value that is less than two times trailing revenue for the first time in its history.Roku is still growing. Active users, hours streamed on the platform, and average revenue per user all increased by healthy double-digit percentages in its latest quarter. Its latest guidance suggests that there will be some near-term challenges to its ad-dependent business model, but the loudest bear argument -- that we won't stream as much with the pandemic fading in the rearview mirror -- has proved to be toothless. Roku stock is down nearly 90% from last year's peak, but its business is holding up a lot better than its stock chart.2. DeereWood doesn't mind buying an old company if it's teaching the world new tricks. Deere has been a titan in agricultural, commercial, and construction equipment for generations.Unlike many of her investments, this one packs a dividend and a reasonable earnings multiple into its value proposition. The 1.2% yield isn't going to turn heads these days, but Deere is trading for less than 17 times the midpoint of its earnings guidance for the current fiscal year. Wall Street analysts have it trading at just 14 times next year's profit target.Deere's business initially took a hit at the first whiff of the pandemic, but it's been rolling ever since. At the end of this month, it will conclude its second fiscal year of double-digit revenue growth. Margins are holding up despite all of the world's distractions. The outlook is positive for the next few years despite all of the current global calamity. Farms still need to be tended to, since we all have to eat.There may be a cyclical bent to its smaller forestry and heavy construction equipment segments, but money will eventually be spent on those fronts.3. Zoom VideoLet's close out with the videoconferencing leader that has a bit of the bargain traits of the two stocks I mentioned earlier.Like Roku, Zoom Video is a bargain because it's trading well below its high-water mark. The shares have fallen 87% since peaking two years ago. Like Deere, this stock fetches a reasonable earnings multiple. Zoom Video can be had for just 15 times last fiscal year's earnings, but -- and this is important -- unlike Deere, the bottom line is going the wrong way. Zoom Video is trading for less than 20 times forward earnings expectations.Deceleration has been brutal at Zoom Video since the initial popularity burst when shelter-in-place mandates kicked in. It helped us learn, work, and socialize when getting together in person wasn't safe or feasible. Zoom Video will want to get its brake pads checked after how quickly the former speedster slammed on the brakes. The past six quarters of year-over-year revenue deceleration have been brutal.Q4 2021: 369%Q1 2022: 191%Q2 2022: 54%Q3 2022: 35%Q4 2022: 21%Q1 2023: 12%Q2 2023: 8%Guidance it issued last time out calls for the slowdown to continue, as it eyes a mere 5% increase in revenue for the current fiscal quarter. Profitability has been contracting, but companies keep investing in a healthy Zoom presence given a net dollar-based expansion rate above 120%.Casual users might have forgotten their Zoom log-ins, but the high-tech telecom stock is still investing on platform enhancements. The company also has a cash-rich balance sheet, so it's already-low P/E ratio is even lower if we go by enterprise value instead of market capitalization.","news_type":1,"symbols_score_info":{"ZM":0.9,"DE":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917038067,"gmtCreate":1665380112959,"gmtModify":1676537596301,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Interesting article. Keep an eye on this.","listText":"Interesting article. Keep an eye on this.","text":"Interesting article. Keep an eye on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917038067","repostId":"1157714171","repostType":4,"repost":{"id":"1157714171","kind":"news","pubTimestamp":1665360433,"share":"https://ttm.financial/m/news/1157714171?lang=&edition=fundamental","pubTime":"2022-10-10 08:07","market":"sg","language":"en","title":"Sea Limited: A Defining Moment In Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1157714171","media":"Seeking Alpha","summary":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their o","content":"<html><head></head><body><h2>Summary</h2><ul><li>In the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.</li><li>Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.</li><li>CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.</li><li>Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.</li><li>This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0094e919484ca41ffbb53a0abe8ab32a\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/><span>Wachiwit</span></p><h2>What’s The Goal Of This Article?</h2><p>If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.</p><p>Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acb0bd5d2ab39c459620e2fe048d03fa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>My goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder &amp; CEO Forrest Li.</p><h2>Let’s Layout The Risks And Challenges Of Investing Now</h2><p>Sea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena&#39;s success to ensure the other parts of the business can continue to grow.</p><p>Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire&#39;s growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.</p><p>Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.</p><p>Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.</p><p>My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6206a58507aa48753e603c3e59f59059\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>History of Employee Growth (Simply Wall St. App)</span></p><p>That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.</p><p>Let’s sum up these challenges which have created possible risk in the business, these past few quarters.</p><ul><li>Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.</li><li>Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021</li><li>Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.</li><li>The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics &amp; geopolitical perspective.</li><li>Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3886a4f8968ff39bdf53960fc0787e40\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)</span></p><h2>The Defining Moment</h2><p>Okay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.</p><p>However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.</p><p>I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.</p><p>My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.</p><p>Here are all the things Forrest and his leadership team have done to cut costs in the recent months:</p><ul><li>CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)</li><li>Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation units</li><li>The e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.</li><li>Shopee will be completely exiting Argentina which is where MercadoLibre is Headquartered</li><li>The Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new games</li><li>Shopee has withdrawn job offers and shutdown operations in India and France</li><li>As of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 daily</li><li>Hotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also applied</li></ul><p>So some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.</p><p>The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa72d9ee4941411d6f564c631da6fcf3\" tg-width=\"640\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><span>1yr Analyst Price Targets (Simply Wall St. App)</span></p><h2>Where To Find The Positive Future?</h2><p>In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.</p><ul><li>Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.</li><li>Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.</li><li>SeaMoney is expected to be Cash flow positive by FY23.</li><li>Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.</li><li>I expect to see less stock-based compensation and more control on all expenses.</li><li>Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.</li><li>Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.</li></ul><h2>Summary</h2><p>There have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6383d2ba72b71e9f23420bd62e9fe9b0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/><span>Forward Price to Sales Ratio (Simply Wall St.)</span></p><p>I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d286e5f6047200423e6ecbd1bad440b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Dauntless by Phoenix Labs (Phoenix Labs Website)</span></p><p>I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.</p><p>This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.</p><p><i>This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.</i></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>Sea Limited: A Defining Moment In Time</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\">\nSea Limited: A Defining Moment In Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157714171","content_text":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!WachiwitWhat’s The Goal Of This Article?If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?Data by YChartsMy goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder & CEO Forrest Li.Let’s Layout The Risks And Challenges Of Investing NowSea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena's success to ensure the other parts of the business can continue to grow.Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire's growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.History of Employee Growth (Simply Wall St. App)That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.Let’s sum up these challenges which have created possible risk in the business, these past few quarters.Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics & geopolitical perspective.Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)The Defining MomentOkay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.Here are all the things Forrest and his leadership team have done to cut costs in the recent months:CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation unitsThe e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.Shopee will be completely exiting Argentina which is where MercadoLibre is HeadquarteredThe Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new gamesShopee has withdrawn job offers and shutdown operations in India and FranceAs of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 dailyHotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also appliedSo some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.1yr Analyst Price Targets (Simply Wall St. App)Where To Find The Positive Future?In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.SeaMoney is expected to be Cash flow positive by FY23.Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.I expect to see less stock-based compensation and more control on all expenses.Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.SummaryThere have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.Forward Price to Sales Ratio (Simply Wall St.)I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!Dauntless by Phoenix Labs (Phoenix Labs Website)I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934649103,"gmtCreate":1663247682302,"gmtModify":1676537235743,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934649103","repostId":"1171304325","repostType":4,"repost":{"id":"1171304325","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":1663242842,"share":"https://ttm.financial/m/news/1171304325?lang=&edition=fundamental","pubTime":"2022-09-15 19:54","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1171304325","media":"Tiger Newspress","summary":"U.S. equity futures were little changed on Thursday as investors looked ahead to several economic re","content":"<html><head></head><body><p>U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&amp;P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/12337db0ab1d48fb41bb60feaa2fe965\" tg-width=\"260\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, <a href=\"https://laohu8.com/S/CSX\">CSX Corp</a>, <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a></b> – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.</p><p><b><a href=\"https://laohu8.com/S/ARNC\">Arconic Corporation</a></b> – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.</p><p><b><a href=\"https://laohu8.com/S/NEE\">NextEra</a></b> – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/DHR\">Danaher</a></b> – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.</p><p><b><a href=\"https://laohu8.com/S/AIG\">American International Group Inc</a></b> – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.</p><p><b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.</p><p><b>Market News</b></p><p>A total of more than $18 billion is bet against <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b> lost its appeal against an around €4.34B fine issued by the EU&#39;s executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator&#39;s decision.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.</p><p>The UK is taking on a tough target in challenging <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, as they look to lock down ad deals.</p><p><b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p><b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> has confirmed it&#39;s expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares &#34;by way of introduction&#34; in the Hong Kong Exchanges.</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>Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days</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\">\nPre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days\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\">2022-09-15 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&amp;P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/12337db0ab1d48fb41bb60feaa2fe965\" tg-width=\"260\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, <a href=\"https://laohu8.com/S/CSX\">CSX Corp</a>, <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a></b> – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.</p><p><b><a href=\"https://laohu8.com/S/ARNC\">Arconic Corporation</a></b> – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.</p><p><b><a href=\"https://laohu8.com/S/NEE\">NextEra</a></b> – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/DHR\">Danaher</a></b> – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.</p><p><b><a href=\"https://laohu8.com/S/AIG\">American International Group Inc</a></b> – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.</p><p><b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.</p><p><b>Market News</b></p><p>A total of more than $18 billion is bet against <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b> lost its appeal against an around €4.34B fine issued by the EU&#39;s executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator&#39;s decision.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.</p><p>The UK is taking on a tough target in challenging <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, as they look to lock down ad deals.</p><p><b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p><b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> has confirmed it&#39;s expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares &#34;by way of introduction&#34; in the Hong Kong Exchanges.</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":"1171304325","content_text":"U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.Pre-Market MoversUnion Pacific, CSX Corp, Norfolk Southern – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.Arconic Corporation – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.NextEra – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.Danaher – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.American International Group Inc – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.Nordstrom – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.Wynn – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.Netflix – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.AMTD Digital Inc. – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.Market NewsA total of more than $18 billion is bet against Apple, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.Alphabet lost its appeal against an around €4.34B fine issued by the EU's executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator's decision.Tesla Motors is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.The UK is taking on a tough target in challenging Microsoft’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.Walt Disney Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.Netflix has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner Microsoft , as they look to lock down ad deals.Sea Ltd’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.Tencent Music has confirmed it's expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares \"by way of introduction\" in the Hong Kong Exchanges.","news_type":1,"symbols_score_info":{"YMmain":0.9,"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948477544,"gmtCreate":1680783961489,"gmtModify":1680783965815,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"This means the AI stock is going up again.&nbsp;","listText":"This means the AI stock is going up again.&nbsp;","text":"This means the AI stock is going up again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948477544","repostId":"2325372938","repostType":2,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948234242,"gmtCreate":1680710903987,"gmtModify":1680710907358,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948234242","repostId":"1182049873","repostType":4,"repost":{"id":"1182049873","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":1680708208,"share":"https://ttm.financial/m/news/1182049873?lang=&edition=fundamental","pubTime":"2023-04-05 23:23","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182049873","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&P 500 slid 0.49% while Nasdaq fell 1.3","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83c530d54ef87f98381e733bce96eb75\" tg-width=\"481\" tg-height=\"107\"/></p><p>U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&amp;P 500 slid 0.49% while Nasdaq fell 1.38%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-05 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83c530d54ef87f98381e733bce96eb75\" tg-width=\"481\" tg-height=\"107\"/></p><p>U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&amp;P 500 slid 0.49% while Nasdaq fell 1.38%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182049873","content_text":"U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&P 500 slid 0.49% while Nasdaq fell 1.38%.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947086563,"gmtCreate":1682349003253,"gmtModify":1682349007414,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947086563","repostId":"1123325412","repostType":2,"repost":{"id":"1123325412","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":1682348182,"share":"https://ttm.financial/m/news/1123325412?lang=&edition=fundamental","pubTime":"2023-04-24 22:56","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1123325412","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:Bank of America upgrades Ally to neutral from underpe","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h3 style=\"text-align: start;\">Bank of America upgrades Ally to neutral from underperform</h3><p>Bank of America said in its upgrade of the auto loans company that it sees signs of upside potential.</p><p>“We upgrade <a href=\"https://laohu8.com/S/ALLY\">ALLY</a> to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential.”</p><h3>Truist downgrades Regions Financial to hold from buy</h3><p>Truist said in its downgrade of the regional bank that it has “fewer levers to lower expenses.”</p><p>“We believe <a href=\"https://laohu8.com/S/RF\">RF</a> has more downside rate protection, but revenue growth is likely constrained through 2024.”</p><h3 style=\"text-align: start;\">UBS reiterates Amazon as buy</h3><p>UBS lowered its price target on the stock to $125 per share from $127, but said it’s standing by shares heading into earnings later this week.</p><p>“We remain constructive on <a href=\"https://laohu8.com/S/AMZN\">AMZN</a> shares over a 12-month view and think that line of sight to an eventual AWS stabilization is the focus among investors.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h3><p>Goldman said in its <a href=\"https://laohu8.com/S/AAPL\">Apple</a> earnings preview note that “solid iPhone demand to offset Mac weakness.”</p><p>“AAPL is due to report F2Q23 earnings on May 4, where we expect better-than-anticipated results from iPhone which should more than offset weakness in Mac.”</p><h3 style=\"text-align: start;\">RBC initiates Broadridge Financial as outperform</h3><p>RBC said the financial solutions company is a “classic compounder.”</p><p>“We are initiating coverage of <a href=\"https://laohu8.com/S/BR\">BR</a> with an Outperform rating and a $169 target price, as we believe BR represents a pair of steady hands in an uncertain market, given its consistent track record of shareholder returns, moat in its proxy business, expected improving FCF conversion, and emerging incremental opportunities in a large addressable market.”</p><h3>Bernstein reiterates Chipotle as outperform</h3><p>Bernstein said there are still several bear case scenarios for <a href=\"https://laohu8.com/S/CMG\">Chipotle</a> stock, but that it’s sticking with its buy rating.</p><p>“After a spectacular +30% YTD rally, our top pick for 2023 is under mounting pressure on whether it can sustain its momentum and if the upside is more limited.”</p><h3 style=\"text-align: start;\">Wells Fargo upgrades Medtronic to overweight from equal weight</h3><p>Wells said in its upgrade of the medtech company that the stock’s valuation is attractive.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/MDT\">MDT</a> to Overweight from Equal Weight because we think (1) MDT will benefit from an improvement in the underlying medtech markets; (2) the pipeline is improving; and (3) valuation appears attractive.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">Wells Fargo names Disney a top pick in media</h3><p>Wells said in a note on Monday that <a href=\"https://laohu8.com/S/DIS\">Disney</a> is the “best opportunity in media.”</p><p>“We think <u>DIS</u> will use D+, Hulu and ESPN DTC to reach &gt;$100bn in rev. and &gt;$7 in EPS by FY25E. Our $147 price target does not require a rerating. DIS is our top idea.”</p><h3 style=\"text-align: start;\">Citi downgrades First Solar to sell from neutral</h3><p>Citi said the outlook is “challenging” for the solar company.</p><p>“Solar module supply-demand fundamentals indicate a challenging LT outlook for <a href=\"https://laohu8.com/S/FSLR\">FSLR</a> and may raise questions around terminal value of the company’s assets.</p><h3 style=\"text-align: start;\">Citi adds a positive catalyst watch on Enphase Energy and Sunrun</h3><p>Citi added positive catalyst watches on several solar companies and said it sees further share gains.</p><p>“We open upside catalyst watches on <a href=\"https://laohu8.com/S/ENPH\">ENPH</a> and <a href=\"https://laohu8.com/S/RUN\">RUN</a>. ENPH should see record high margins, the benefit of strong demand in CA and market share gains.”</p><h3 style=\"text-align: start;\">Wolfe downgrades C3.ai to underperform from peer perform</h3><p>Wolfe said in its downgrade of the software company that it sees too many negative catalysts.</p><p>“We see significant risks to FY24 revenue growth and believe consensus estimates for revenue growth are ~10% too high. We see <a href=\"https://laohu8.com/S/AI\">AI</a>’s F4Q23 earnings as a potential near-term negative catalyst.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">JPMorgan reiterates Ford &amp; General Motors as overweight</h3><p>JPMorgan said in an earnings preview note that it’s standing by both automakers heading into earnings tomorrow for <a href=\"https://laohu8.com/S/GM\">GM</a> and next week for <a href=\"https://laohu8.com/S/F\">Ford</a>.</p><p>“GM has executed better than Ford in recent quarters, surprising positively vs. Ford which has more often disappointed, although the trend in 1Q we think gives Ford more of an opportunity to beat.”</p><h3 style=\"text-align: start;\">Mizuho initiates Tencent Music Entertainment as buy</h3><p>Mizuho said in its initiation of the China music company that the stock has upside potential.</p><p>“<a href=\"https://laohu8.com/S/TME\">TME</a><u>,</u> 54% owned by Tencent, is the largest online music ecosystem in China with 567m monthly active users, and has high monetization potential from growth in the paying ratio and ARPU, as more labels put tracks behind the paywall and competition rationalizes.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Warner Brothers Discovery as buy</h3><p>Goldman said the media giant is the most attractive stock in the sector.</p><p>“While we expect investors to continue to debate the long-term outlook for traditional media companies, we see the risk/reward skew for <a href=\"https://laohu8.com/S/WBD\">WBD</a> as most attractive vs. its peer group with key execution catalysts (merger milestones, max relaunch, improved franchise management) largely within management’s control.”</p><h3 style=\"text-align: start;\">JPMorgan upgrades PPG Industries to overweight from neutral</h3><p>JPMorgan said in its upgrade of the painting and coating company that it sees “year-ahead price performance.”</p><p>“We think that <a href=\"https://laohu8.com/S/PPG\">PPG</a> is underearning as a base case, in excess of $2.00/share. Earnings could be substantially higher as the current level of raw material prices becomes reflected in PPG’s income statement.”</p><h3 style=\"text-align: start;\">Evercore ISI reiterates Nvidia as outperform</h3><p>Evercore said in a note over the weekend that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is a top beneficiary of AI with more upside.</p><p>“Overall, breakthroughs such as this only increase our confidence in <u>NVDA’s</u> long-term model and positioning.”</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>Top Calls on Wall Street: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-24 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h3 style=\"text-align: start;\">Bank of America upgrades Ally to neutral from underperform</h3><p>Bank of America said in its upgrade of the auto loans company that it sees signs of upside potential.</p><p>“We upgrade <a href=\"https://laohu8.com/S/ALLY\">ALLY</a> to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential.”</p><h3>Truist downgrades Regions Financial to hold from buy</h3><p>Truist said in its downgrade of the regional bank that it has “fewer levers to lower expenses.”</p><p>“We believe <a href=\"https://laohu8.com/S/RF\">RF</a> has more downside rate protection, but revenue growth is likely constrained through 2024.”</p><h3 style=\"text-align: start;\">UBS reiterates Amazon as buy</h3><p>UBS lowered its price target on the stock to $125 per share from $127, but said it’s standing by shares heading into earnings later this week.</p><p>“We remain constructive on <a href=\"https://laohu8.com/S/AMZN\">AMZN</a> shares over a 12-month view and think that line of sight to an eventual AWS stabilization is the focus among investors.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h3><p>Goldman said in its <a href=\"https://laohu8.com/S/AAPL\">Apple</a> earnings preview note that “solid iPhone demand to offset Mac weakness.”</p><p>“AAPL is due to report F2Q23 earnings on May 4, where we expect better-than-anticipated results from iPhone which should more than offset weakness in Mac.”</p><h3 style=\"text-align: start;\">RBC initiates Broadridge Financial as outperform</h3><p>RBC said the financial solutions company is a “classic compounder.”</p><p>“We are initiating coverage of <a href=\"https://laohu8.com/S/BR\">BR</a> with an Outperform rating and a $169 target price, as we believe BR represents a pair of steady hands in an uncertain market, given its consistent track record of shareholder returns, moat in its proxy business, expected improving FCF conversion, and emerging incremental opportunities in a large addressable market.”</p><h3>Bernstein reiterates Chipotle as outperform</h3><p>Bernstein said there are still several bear case scenarios for <a href=\"https://laohu8.com/S/CMG\">Chipotle</a> stock, but that it’s sticking with its buy rating.</p><p>“After a spectacular +30% YTD rally, our top pick for 2023 is under mounting pressure on whether it can sustain its momentum and if the upside is more limited.”</p><h3 style=\"text-align: start;\">Wells Fargo upgrades Medtronic to overweight from equal weight</h3><p>Wells said in its upgrade of the medtech company that the stock’s valuation is attractive.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/MDT\">MDT</a> to Overweight from Equal Weight because we think (1) MDT will benefit from an improvement in the underlying medtech markets; (2) the pipeline is improving; and (3) valuation appears attractive.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">Wells Fargo names Disney a top pick in media</h3><p>Wells said in a note on Monday that <a href=\"https://laohu8.com/S/DIS\">Disney</a> is the “best opportunity in media.”</p><p>“We think <u>DIS</u> will use D+, Hulu and ESPN DTC to reach &gt;$100bn in rev. and &gt;$7 in EPS by FY25E. Our $147 price target does not require a rerating. DIS is our top idea.”</p><h3 style=\"text-align: start;\">Citi downgrades First Solar to sell from neutral</h3><p>Citi said the outlook is “challenging” for the solar company.</p><p>“Solar module supply-demand fundamentals indicate a challenging LT outlook for <a href=\"https://laohu8.com/S/FSLR\">FSLR</a> and may raise questions around terminal value of the company’s assets.</p><h3 style=\"text-align: start;\">Citi adds a positive catalyst watch on Enphase Energy and Sunrun</h3><p>Citi added positive catalyst watches on several solar companies and said it sees further share gains.</p><p>“We open upside catalyst watches on <a href=\"https://laohu8.com/S/ENPH\">ENPH</a> and <a href=\"https://laohu8.com/S/RUN\">RUN</a>. ENPH should see record high margins, the benefit of strong demand in CA and market share gains.”</p><h3 style=\"text-align: start;\">Wolfe downgrades C3.ai to underperform from peer perform</h3><p>Wolfe said in its downgrade of the software company that it sees too many negative catalysts.</p><p>“We see significant risks to FY24 revenue growth and believe consensus estimates for revenue growth are ~10% too high. We see <a href=\"https://laohu8.com/S/AI\">AI</a>’s F4Q23 earnings as a potential near-term negative catalyst.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">JPMorgan reiterates Ford &amp; General Motors as overweight</h3><p>JPMorgan said in an earnings preview note that it’s standing by both automakers heading into earnings tomorrow for <a href=\"https://laohu8.com/S/GM\">GM</a> and next week for <a href=\"https://laohu8.com/S/F\">Ford</a>.</p><p>“GM has executed better than Ford in recent quarters, surprising positively vs. Ford which has more often disappointed, although the trend in 1Q we think gives Ford more of an opportunity to beat.”</p><h3 style=\"text-align: start;\">Mizuho initiates Tencent Music Entertainment as buy</h3><p>Mizuho said in its initiation of the China music company that the stock has upside potential.</p><p>“<a href=\"https://laohu8.com/S/TME\">TME</a><u>,</u> 54% owned by Tencent, is the largest online music ecosystem in China with 567m monthly active users, and has high monetization potential from growth in the paying ratio and ARPU, as more labels put tracks behind the paywall and competition rationalizes.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Warner Brothers Discovery as buy</h3><p>Goldman said the media giant is the most attractive stock in the sector.</p><p>“While we expect investors to continue to debate the long-term outlook for traditional media companies, we see the risk/reward skew for <a href=\"https://laohu8.com/S/WBD\">WBD</a> as most attractive vs. its peer group with key execution catalysts (merger milestones, max relaunch, improved franchise management) largely within management’s control.”</p><h3 style=\"text-align: start;\">JPMorgan upgrades PPG Industries to overweight from neutral</h3><p>JPMorgan said in its upgrade of the painting and coating company that it sees “year-ahead price performance.”</p><p>“We think that <a href=\"https://laohu8.com/S/PPG\">PPG</a> is underearning as a base case, in excess of $2.00/share. Earnings could be substantially higher as the current level of raw material prices becomes reflected in PPG’s income statement.”</p><h3 style=\"text-align: start;\">Evercore ISI reiterates Nvidia as outperform</h3><p>Evercore said in a note over the weekend that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is a top beneficiary of AI with more upside.</p><p>“Overall, breakthroughs such as this only increase our confidence in <u>NVDA’s</u> long-term model and positioning.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","AMZN":"亚马逊","RUN":"Sunrun Inc.","DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123325412","content_text":"Here are Monday’s biggest calls on Wall Street:Bank of America upgrades Ally to neutral from underperformBank of America said in its upgrade of the auto loans company that it sees signs of upside potential.“We upgrade ALLY to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential.”Truist downgrades Regions Financial to hold from buyTruist said in its downgrade of the regional bank that it has “fewer levers to lower expenses.”“We believe RF has more downside rate protection, but revenue growth is likely constrained through 2024.”UBS reiterates Amazon as buyUBS lowered its price target on the stock to $125 per share from $127, but said it’s standing by shares heading into earnings later this week.“We remain constructive on AMZN shares over a 12-month view and think that line of sight to an eventual AWS stabilization is the focus among investors.”Goldman Sachs reiterates Apple as buyGoldman said in its Apple earnings preview note that “solid iPhone demand to offset Mac weakness.”“AAPL is due to report F2Q23 earnings on May 4, where we expect better-than-anticipated results from iPhone which should more than offset weakness in Mac.”RBC initiates Broadridge Financial as outperformRBC said the financial solutions company is a “classic compounder.”“We are initiating coverage of BR with an Outperform rating and a $169 target price, as we believe BR represents a pair of steady hands in an uncertain market, given its consistent track record of shareholder returns, moat in its proxy business, expected improving FCF conversion, and emerging incremental opportunities in a large addressable market.”Bernstein reiterates Chipotle as outperformBernstein said there are still several bear case scenarios for Chipotle stock, but that it’s sticking with its buy rating.“After a spectacular +30% YTD rally, our top pick for 2023 is under mounting pressure on whether it can sustain its momentum and if the upside is more limited.”Wells Fargo upgrades Medtronic to overweight from equal weightWells said in its upgrade of the medtech company that the stock’s valuation is attractive.“We are upgrading MDT to Overweight from Equal Weight because we think (1) MDT will benefit from an improvement in the underlying medtech markets; (2) the pipeline is improving; and (3) valuation appears attractive.”Read more about this call here.Wells Fargo names Disney a top pick in mediaWells said in a note on Monday that Disney is the “best opportunity in media.”“We think DIS will use D+, Hulu and ESPN DTC to reach >$100bn in rev. and >$7 in EPS by FY25E. Our $147 price target does not require a rerating. DIS is our top idea.”Citi downgrades First Solar to sell from neutralCiti said the outlook is “challenging” for the solar company.“Solar module supply-demand fundamentals indicate a challenging LT outlook for FSLR and may raise questions around terminal value of the company’s assets.Citi adds a positive catalyst watch on Enphase Energy and SunrunCiti added positive catalyst watches on several solar companies and said it sees further share gains.“We open upside catalyst watches on ENPH and RUN. ENPH should see record high margins, the benefit of strong demand in CA and market share gains.”Wolfe downgrades C3.ai to underperform from peer performWolfe said in its downgrade of the software company that it sees too many negative catalysts.“We see significant risks to FY24 revenue growth and believe consensus estimates for revenue growth are ~10% too high. We see AI’s F4Q23 earnings as a potential near-term negative catalyst.”Read more about this call here.JPMorgan reiterates Ford & General Motors as overweightJPMorgan said in an earnings preview note that it’s standing by both automakers heading into earnings tomorrow for GM and next week for Ford.“GM has executed better than Ford in recent quarters, surprising positively vs. Ford which has more often disappointed, although the trend in 1Q we think gives Ford more of an opportunity to beat.”Mizuho initiates Tencent Music Entertainment as buyMizuho said in its initiation of the China music company that the stock has upside potential.“TME, 54% owned by Tencent, is the largest online music ecosystem in China with 567m monthly active users, and has high monetization potential from growth in the paying ratio and ARPU, as more labels put tracks behind the paywall and competition rationalizes.”Goldman Sachs reiterates Warner Brothers Discovery as buyGoldman said the media giant is the most attractive stock in the sector.“While we expect investors to continue to debate the long-term outlook for traditional media companies, we see the risk/reward skew for WBD as most attractive vs. its peer group with key execution catalysts (merger milestones, max relaunch, improved franchise management) largely within management’s control.”JPMorgan upgrades PPG Industries to overweight from neutralJPMorgan said in its upgrade of the painting and coating company that it sees “year-ahead price performance.”“We think that PPG is underearning as a base case, in excess of $2.00/share. Earnings could be substantially higher as the current level of raw material prices becomes reflected in PPG’s income statement.”Evercore ISI reiterates Nvidia as outperformEvercore said in a note over the weekend that Nvidia is a top beneficiary of AI with more upside.“Overall, breakthroughs such as this only increase our confidence in NVDA’s long-term model and positioning.”","news_type":1,"symbols_score_info":{"RUN":0.9,"DIS":0.9,"NVDA":0.9,"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}