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2022-12-08

There is nothing to take 🌚

Elon Musk Vs. Mark Zuckerberg: Meta Said To Be Scheming To Take Away Twitter's Bread And Butter

2022-12-07

Time to buy in 🌚

US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street

2022-12-02

Straight to the moon 🌚

Sorry, the original content has been removed

2022-11-16

Can consider

7 Long-Term Stocks to Buy and Hold Forever

2022-11-15

And just before Black Friday [Helpless]

Amazon to Lay off Thousands of Employees

2022-11-14

Down so much [Angry]

Pre-Bell｜Futures Decline on Cautious Fed Tone on Inflation; Oatly Tumble 11.8%

2022-09-20

Not on my watch 😎

Singapore Stocks to Watch: Yanlord Land, OxPay Financial

2022-09-20

This is electric 😎

This Bold Move Could Give Tesla an Edge in Battery Production

2022-09-20

Invest and chill 😎

Netflix, Not TikTok, Is the Biggest Threat Facing Meta Platforms

2022-09-19

Blue blue mode 🔵

Intel Just Bottomed

2022-09-18

I don't think so 🌚

Got $5,000? Buy and Hold These 3 Value Stocks for Years

2022-09-13

Yes ok

Amazon Vs. Alibaba: Which E-Commerce Stock is the Best Investment?

2022-09-06

Okay maybe

SIA, Genting, Suntec Likely Winners As Consumers Switch Spending From Products to Services: DBS

2022-09-05

I'm watching 👀

GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week

2022-09-02

Jeff gimme moneiii

Amazon Stock: Should You Buy It in September 2022?

2022-09-01

Buy and hold

SPYD: Bag This High-Yielding ETF On The Dip

2022-09-01

Red is great 🔴

Semiconductor Stocks Slid in Morning Trading

2022-08-29

The green cap is going to the moon 💲

Semiconductor Stocks Slid in Morning Trading

2022-08-28

Green is good 💚

Nvidia: Guidance Is A Game-Changer

2022-08-27

Faster than their cars 🤠

Sorry, the original content has been removed

Go to Tiger App to see more news

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Mark Zuckerberg: Meta Said To Be Scheming To Take Away Twitter's Bread And Butter","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376473","media":"Benzinga","summary":"Facebook and Instagram parent Meta Platforms Inc. has reportedly discussed how to build the next Twi","content":"<html><head></head><body><p><b>Facebook</b> and <b>Instagram</b> parent <b>Meta Platforms Inc.</b> has reportedly discussed how to build the next <b>Twitter</b> following the chaotic ride the social media platform has had under new leader <b>Elon Musk</b>.</p><p><b>What Happened:</b> Last month, Meta employees joined a virtual brainstorming session to discuss ideas for building a Twitter rival, according to The New York Times.</p><p>&#34;Twitter is in crisis and Meta needs its mojo back,&#34; one Meta employee wrote in a post. &#34;LET&#39;S GO FOR THEIR BREAD AND BUTTER.&#34;</p><p>Many ideas floated during the session, including the rollout of Instagram&#39;s new &#34;Notes&#34; feature, building a text-focused app using Instagram&#39;s technology and adding a new Twitter-like feed to Instagram. They suggested names for the features as Realtime, Real Reels and Instant.</p><p><b>Why It&#39;s Important:</b> A race is going on to dethrone Twitter and capitalize on the chaos of its new regime under Musk, who acquired the microblogging site for $44 billion in October, the report noted.</p><p>Since Musk started his Twitter CEO journey, a barrage of new features, policies and plans have been introduced, some of which are yet to sit well with netizens.</p><p>In November, Musk laid off many employees from the company across departments. Musk&#39;s new content moderation approach has also raised concerns. <b>Oreo</b> cookie maker <b>Mondelez International Inc.</b> pulled ads from the platform, saying Musk&#39;s takeover caused hate speech to &#34;increase significantly.&#34;</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Vs. Mark Zuckerberg: Meta Said To Be Scheming To Take Away Twitter's Bread And Butter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Vs. Mark Zuckerberg: Meta Said To Be Scheming To Take Away Twitter's Bread And Butter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 16:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/12/30001663/elon-musk-vs-mark-zuckerberg-meta-said-to-be-scheming-to-take-away-twitters-bread-and-butter><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook and Instagram parent Meta Platforms Inc. has reportedly discussed how to build the next Twitter following the chaotic ride the social media platform has had under new leader Elon Musk.What ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/12/30001663/elon-musk-vs-mark-zuckerberg-meta-said-to-be-scheming-to-take-away-twitters-bread-and-butter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","META":"Meta Platforms, Inc."},"source_url":"https://www.benzinga.com/news/22/12/30001663/elon-musk-vs-mark-zuckerberg-meta-said-to-be-scheming-to-take-away-twitters-bread-and-butter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376473","content_text":"Facebook and Instagram parent Meta Platforms Inc. has reportedly discussed how to build the next Twitter following the chaotic ride the social media platform has had under new leader Elon Musk.What Happened: Last month, Meta employees joined a virtual brainstorming session to discuss ideas for building a Twitter rival, according to The New York Times.\"Twitter is in crisis and Meta needs its mojo back,\" one Meta employee wrote in a post. \"LET'S GO FOR THEIR BREAD AND BUTTER.\"Many ideas floated during the session, including the rollout of Instagram's new \"Notes\" feature, building a text-focused app using Instagram's technology and adding a new Twitter-like feed to Instagram. They suggested names for the features as Realtime, Real Reels and Instant.Why It's Important: A race is going on to dethrone Twitter and capitalize on the chaos of its new regime under Musk, who acquired the microblogging site for $44 billion in October, the report noted.Since Musk started his Twitter CEO journey, a barrage of new features, policies and plans have been introduced, some of which are yet to sit well with netizens.In November, Musk laid off many employees from the company across departments. Musk's new content moderation approach has also raised concerns. Oreo cookie maker Mondelez International Inc. pulled ads from the platform, saying Musk's takeover caused hate speech to \"increase significantly.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967763610,"gmtCreate":1670378877531,"gmtModify":1676538356275,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Time to buy in 🌚","listText":"Time to buy in 🌚","text":"Time to buy in 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967763610","repostId":"2289364177","repostType":4,"repost":{"id":"2289364177","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670362711,"share":"https://ttm.financial/m/news/2289364177?lang=&edition=fundamental","pubTime":"2022-12-07 05:38","market":"us","language":"en","title":"US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289364177","media":"Reuters","summary":"(Reuters) - Wall Street ended lower on Tuesday, with the S&P 500 extending its losing streak to four","content":"<html><head></head><body><p>(Reuters) - Wall Street ended lower on Tuesday, with the S&amp;P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.</p><p>However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.</p><p>Most of the 11 major S&amp;P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.</p><p>Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.</p><p>Bank of America Corp&#39;s chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co&#39;s CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.</p><p>Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve&#39;s aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.</p><p>&#34;The market is very reactive right now,&#34; said David Sadkin, president at Bel Air Investment Advisors.</p><p>He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.</p><p>Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.</p><p>Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.</p><p>The S&amp;P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.</p><p>&#34;The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,&#34; said Bel Air&#39;s Sadkin.</p><p>The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&amp;P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.</p><p>Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia&#39;s invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.</p><p>Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&amp;P banks index slipped 1.4% to its lowest close since Oct. 21.</p><p>Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-07 05:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street ended lower on Tuesday, with the S&amp;P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.</p><p>However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.</p><p>Most of the 11 major S&amp;P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.</p><p>Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.</p><p>Bank of America Corp&#39;s chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co&#39;s CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.</p><p>Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve&#39;s aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.</p><p>&#34;The market is very reactive right now,&#34; said David Sadkin, president at Bel Air Investment Advisors.</p><p>He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.</p><p>Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.</p><p>Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.</p><p>The S&amp;P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.</p><p>&#34;The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,&#34; said Bel Air&#39;s Sadkin.</p><p>The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&amp;P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.</p><p>Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia&#39;s invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.</p><p>Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&amp;P banks index slipped 1.4% to its lowest close since Oct. 21.</p><p>Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)</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":"2289364177","content_text":"(Reuters) - Wall Street ended lower on Tuesday, with the S&P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.Meta Platforms Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.Most of the 11 major S&P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.Bank of America Corp's chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co's CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve's aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.\"The market is very reactive right now,\" said David Sadkin, president at Bel Air Investment Advisors.He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.The S&P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.\"The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,\" said Bel Air's Sadkin.The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia's invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&P banks index slipped 1.4% to its lowest close since Oct. 21.Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.The S&P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965694873,"gmtCreate":1669942140593,"gmtModify":1676538274155,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Straight to the moon 🌚","listText":"Straight to the moon 🌚","text":"Straight to the moon 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965694873","repostId":"1125846463","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963951350,"gmtCreate":1668572269171,"gmtModify":1676538078503,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Can consider","listText":"Can consider","text":"Can consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963951350","repostId":"1169957556","repostType":4,"repost":{"id":"1169957556","kind":"news","pubTimestamp":1668569757,"share":"https://ttm.financial/m/news/1169957556?lang=&edition=fundamental","pubTime":"2022-11-16 11:35","market":"us","language":"en","title":"7 Long-Term Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1169957556","media":"InvestorPlace","summary":"With both growth catalysts and steady dividends, these seven long-term stocks to buy and hold make f","content":"<html><head></head><body><p>With both growth catalysts and steady dividends, these seven long-term stocks to buy and hold make for great core portfolio holdings.</p><ul><li><b>Albemarle Corporation</b>(<b>ALB</b>): As adoption of electric vehicles accelerates, ALB stock is likely to remain a winner.</li><li><b>ConocoPhillips</b>(<b>COP</b>): Concerns about the “end of big oil” are overblown, and this energy giant is investing in clean/renewable energy projects.</li><li><b>Enphase Energy</b>(<b>ENPH</b>): Strong demand for Enphase’s microinverters will keep it in growth mode for many years.</li><li><b>Lockheed Martin</b>(<b>LMT</b>): No matter the end result when all the midterm election votes are tallied, defense spending will keep rising, which is good news for LMT.</li><li><b>Occidental Petroleum</b>(<b>OXY</b>): Reasonably priced oil stock, with a major “green catalyst” in play.</li><li><b>Petroleo Brasileiro</b>(<b>PBR</b>): Concerns about the incoming Brazilian President have pushed PBR to a super-low valuation.</li><li><b>Exxon Mobil</b>(<b>XOM</b>): Exxon Mobil’s shareholder-friendly capital allocation strategy will enable this blue-chip energy stock to keep climbing.</li></ul><p>Whether the bull market is on the verge of returning, or if the bear market isn’t over, now remains a great time to load up on long-term stocks to buy and hold. Even after the turbocharged broad market rally on Nov. 10, scores of high-quality long-term plays remain attractively priced.</p><p>Locking-down positions at more-than-reasonable prices, these types of stocks can generate more-than-satisfactory returns for your portfolio, in two ways. First, from steady returns via dividends. Many of the stocks in this category not only pay a dividend but have a solid track record of dividend growth as well.</p><p>Second, and more importantly, from strong price appreciation over a long timeframe. While most of the names in the “long-term stocks to buy and hold” category are mature, established companies, don’t confuse maturity with zero-growth.</p><p>At least, “zero growth” isn’t a risk with these seven long-term stocks to buy and hold. All of them have catalysts in play to drive earnings and share-price growth in the years ahead. Each one also earns an A rating in Portfolio Grader.</p><h3><a href=\"https://laohu8.com/S/ALB\">Albemarle </a><img src=\"https://static.tigerbbs.com/d2394926037566138871f7d9220d5dab\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov/Shutterstock.com</h3><p><b>Albemarle</b>(NYSE:<b>ALB</b>) shares have taken off in recent years, thanks to booming demand for lithium by the electric vehicle industry. Lithium is essential in the production of EV batteries, and this basic materials company is a leading purveyor of lithium compounds.</p><p>Yet even as ALB stock has more than tripled in price over the past two years, it’s not too late to enter a position. As I discussed earlier this month, this A-rated stock trades at arelatively-low valuation(15.5 times earnings) relative to the company’s growth prospects.</p><p>After the massive jump in lithium prices, fears are growing that a “lithium correction” is around the corner. However, chances are this is an overreaction. With EV adoption accelerating, demand for lithium is likely to remain robust in the years ahead. ALB also pays a 0.49% dividend and has raised its dividend payout 27 years in a row.</p><h3><a href=\"https://laohu8.com/S/COP\">ConocoPhillips </a><img src=\"https://static.tigerbbs.com/504ff1685348cd057b20996c82f56ded\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: JHVEPhoto / Shutterstock.com</h3><p>Like other integrated oil and gas stocks, <b>ConocoPhillips</b>(NYSE:<b>COP</b>) has performed well compared to the overall stock market. Shares are up more than 80% in the past year, versus a decline for the S&amp;P 500.</p><p>That said, between the slide in oil prices, and the push for a post-carbon future, you may be skeptical that A-rated, low-priced (trading for 9.4 times earnings) COP stock is a buy. A look at the details, though, signals why these concerns are unfounded.</p><p>In the near term, while crude oil prices may not make a return to triple-digit levels,tight suppliesstand to outweigh any drop in demand due a recession, keeping prices elevated.</p><p>“Global net-zero” notwithstanding, fossil fuels will remain an essential energy source for at least several decades. ConocoPhillips is also diversifying into clean/renewable energy, with projects in areas like carbon capture andhydrogen gas.</p><h3><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy </a><img src=\"https://static.tigerbbs.com/3486c91042567c21e4eb6b2e9a13f2e9\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov / Shutterstock.com</h3><p>With a high valuation (67 times earnings), and a lack of a dividend, admittedly <b>Enphase Energy</b>(NASDAQ:<b>ENPH</b>) differs somewhat from the long-term stocks to buy and hold listed above and below. Still a company in the growth stage, it may seem risky on the surface,</p><p>Yet given its exposure to favorable energy trends, you may want to buy ENPH stock now, as it’s only in the early stages when it comes to high revenue/profitability.</p><p>Enphase builds microinverters that enable end-users to manage and store energy derived from solar panels. The European energy crisis has createdstrong demandfor such products.</p><p>In turn, this has played a big role in Enphase’s strong operating performance last quarter. Sales were up20%on a sequential (year-over-year) basis. Going forward, high European demand, plusrising demand stateside thanks to recently-passed tax incentives, will keep ENPH in high-growth mode.</p><h3><a href=\"https://laohu8.com/S/LMT\">Lockheed Martin </a><img src=\"https://static.tigerbbs.com/7cfd2e631c6e1f751377f8f3a796fd3c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Ken Wolter / Shutterstock.com</h3><p>Defense contractor <b>Lockheed Martin</b>(NYSE:<b>LMT</b>) has been a soliddefensive stockthus far in 2022. Sharply gaining earlier this year, following the start of the Russia/Ukraine war, shares resumed zooming higher last month, after the company beat on quarterly earnings andreaffirmed its 2022 outlook.</p><p>More recently, though, LMT stock has pulled back. Chalk it up to some extent to the 2022 U.S. midterm election results, but mainly due to a <b>Twitter</b> impersonation incidentthat occurred on Nov. 11. However, this latest round of weakness may be a great entry for a long-term position in LMT.</p><p>No matter the end result when all the midterm votes are tallied,rising geopolitical tension points to spending continuing to climb, pointing to further growth ahead for Lockheed Martin. LMT, which earns an A in<i>Portfolio Grader</i>, trades for a 17.2 times earnings, and currently pays a 2.59% dividend.</p><h3><a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum </a><img src=\"https://static.tigerbbs.com/33dee3370231f81a3925e7d4d73ec157\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: T. Schneider / Shutterstock.com</h3><p>Up more than 135% so fare this year, <b>Occidental Petroleum</b>(NYSE:<b>OXY</b>) has been boosted by more than just spiking oil and gas prices. The continual purchase of shares in the energy company by Warren Buffett’s company, <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK.A</u></b>,NYSE:<b><u>BRK.B</u></b>) has been a secondary catalyst for the stock in 2022.</p><p>Still, long-term investors should consider OXY stock, for its high potential to generate steady, worthwhile returns, not only in the coming years, but perhaps the coming decades as well.</p><p>Besides benefiting from favorable trends for fossil fuels, Occidental also has a big “green catalyst” in play. That is, the company’s “net zero oil” project could one day become as large as its chemicals business, a meaningful contributor to the bottom line.</p><p>Earning an A rating in <i>Portfolio Grader</i>, OXY remains low-priced (earnings multiple of 7.5), even after its incredible run.</p><h3><a href=\"https://laohu8.com/S/PBR\">Petroleo Brasileiro </a><img src=\"https://static.tigerbbs.com/892ff75f97fd5b9cb00c29dca63e74b4\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: rafastockbr / Shutterstock.com</h3><p>Shares in Brazil-based <b>Petroleo Brasileiro</b>(NYSE:<b>PBR</b>), better known as <b>Petrobras</b>, have been hit hard by political changes in its home market.</p><p>With left-wing candidate Luiz Inacio Lula da Silva (or “Lula” for short) winning last month’s Brazilian Presidential election, there’s nowhigh uncertaintyabout his plans for Petrobras, which, while publicly traded, is still controlled by the Brazilian government.</p><p>So, with potential political headwinds in play, why make PBR stock a buy? For starters, the market may be overreacting to the forthcoming Lula Presidency. While winning control of the executive branch, his political opposition still controls Brazil’s legislative branch. This could limit to what extent Lula is able to implement changes unfavorable to the company.</p><p>With high-risk already overly-priced into A-rated PBR stock, with its super-low valuation (2.7 times earnings), and high trailing dividend yield (50%), this stock could produce outstanding returns, if the status quo remains.</p><h3><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil </a><img src=\"https://static.tigerbbs.com/a939c96e730e8ae6488c41a409aefa6c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Jonathan Weiss / Shutterstock.com</h3><p>Up nearly 80% year-to-date, and still climbing, <b>ExxonMobil</b>(NYSE:<b>XOM</b>) has clearly been a winner for investors in the near term. However, when it comes to the integrated oil and gas giant’s future prospects, many investors may be less confident.</p><p>Fortunately, much like with COP and OXY, XOM stock is not “doomed” to produce middling returns going forward. Instead, there is a path for this blue-chip energy stock to remain a worthwhile long-term holding. Besides the aforementioned favorable trends, factors specific to ExxonMobil also point to continued gains ahead.</p><p>Namely, the company’s focus on return-of-capital efforts such as dividends and buybacks, instead of spending more heavily on risky exploration projects with questionable return-on-investment (or ROI) potential.</p><p>ExxonMobil is also diversifying intoclean/renewable energy. Earning an A in<i>Portfolio Grader</i>, XOM trades for 8 times earnings, and has a forward dividend yield of 3.2%.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Long-Term Stocks to Buy and Hold Forever</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\">\n7 Long-Term Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/long-term-stocks-to-buy-and-hold/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With both growth catalysts and steady dividends, these seven long-term stocks to buy and hold make for great core portfolio holdings.Albemarle Corporation(ALB): As adoption of electric vehicles ...</p>\n\n<a href=\"https://investorplace.com/long-term-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","LMT":"洛克希德马丁","OXY":"西方石油","PBR":"巴西石油公司","ENPH":"Enphase Energy","COP":"康菲石油","ALB":"美国雅保"},"source_url":"https://investorplace.com/long-term-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169957556","content_text":"With both growth catalysts and steady dividends, these seven long-term stocks to buy and hold make for great core portfolio holdings.Albemarle Corporation(ALB): As adoption of electric vehicles accelerates, ALB stock is likely to remain a winner.ConocoPhillips(COP): Concerns about the “end of big oil” are overblown, and this energy giant is investing in clean/renewable energy projects.Enphase Energy(ENPH): Strong demand for Enphase’s microinverters will keep it in growth mode for many years.Lockheed Martin(LMT): No matter the end result when all the midterm election votes are tallied, defense spending will keep rising, which is good news for LMT.Occidental Petroleum(OXY): Reasonably priced oil stock, with a major “green catalyst” in play.Petroleo Brasileiro(PBR): Concerns about the incoming Brazilian President have pushed PBR to a super-low valuation.Exxon Mobil(XOM): Exxon Mobil’s shareholder-friendly capital allocation strategy will enable this blue-chip energy stock to keep climbing.Whether the bull market is on the verge of returning, or if the bear market isn’t over, now remains a great time to load up on long-term stocks to buy and hold. Even after the turbocharged broad market rally on Nov. 10, scores of high-quality long-term plays remain attractively priced.Locking-down positions at more-than-reasonable prices, these types of stocks can generate more-than-satisfactory returns for your portfolio, in two ways. First, from steady returns via dividends. Many of the stocks in this category not only pay a dividend but have a solid track record of dividend growth as well.Second, and more importantly, from strong price appreciation over a long timeframe. While most of the names in the “long-term stocks to buy and hold” category are mature, established companies, don’t confuse maturity with zero-growth.At least, “zero growth” isn’t a risk with these seven long-term stocks to buy and hold. All of them have catalysts in play to drive earnings and share-price growth in the years ahead. Each one also earns an A rating in Portfolio Grader.Albemarle Source: IgorGolovniov/Shutterstock.comAlbemarle(NYSE:ALB) shares have taken off in recent years, thanks to booming demand for lithium by the electric vehicle industry. Lithium is essential in the production of EV batteries, and this basic materials company is a leading purveyor of lithium compounds.Yet even as ALB stock has more than tripled in price over the past two years, it’s not too late to enter a position. As I discussed earlier this month, this A-rated stock trades at arelatively-low valuation(15.5 times earnings) relative to the company’s growth prospects.After the massive jump in lithium prices, fears are growing that a “lithium correction” is around the corner. However, chances are this is an overreaction. With EV adoption accelerating, demand for lithium is likely to remain robust in the years ahead. ALB also pays a 0.49% dividend and has raised its dividend payout 27 years in a row.ConocoPhillips Source: JHVEPhoto / Shutterstock.comLike other integrated oil and gas stocks, ConocoPhillips(NYSE:COP) has performed well compared to the overall stock market. Shares are up more than 80% in the past year, versus a decline for the S&P 500.That said, between the slide in oil prices, and the push for a post-carbon future, you may be skeptical that A-rated, low-priced (trading for 9.4 times earnings) COP stock is a buy. A look at the details, though, signals why these concerns are unfounded.In the near term, while crude oil prices may not make a return to triple-digit levels,tight suppliesstand to outweigh any drop in demand due a recession, keeping prices elevated.“Global net-zero” notwithstanding, fossil fuels will remain an essential energy source for at least several decades. ConocoPhillips is also diversifying into clean/renewable energy, with projects in areas like carbon capture andhydrogen gas.Enphase Energy Source: IgorGolovniov / Shutterstock.comWith a high valuation (67 times earnings), and a lack of a dividend, admittedly Enphase Energy(NASDAQ:ENPH) differs somewhat from the long-term stocks to buy and hold listed above and below. Still a company in the growth stage, it may seem risky on the surface,Yet given its exposure to favorable energy trends, you may want to buy ENPH stock now, as it’s only in the early stages when it comes to high revenue/profitability.Enphase builds microinverters that enable end-users to manage and store energy derived from solar panels. The European energy crisis has createdstrong demandfor such products.In turn, this has played a big role in Enphase’s strong operating performance last quarter. Sales were up20%on a sequential (year-over-year) basis. Going forward, high European demand, plusrising demand stateside thanks to recently-passed tax incentives, will keep ENPH in high-growth mode.Lockheed Martin Source: Ken Wolter / Shutterstock.comDefense contractor Lockheed Martin(NYSE:LMT) has been a soliddefensive stockthus far in 2022. Sharply gaining earlier this year, following the start of the Russia/Ukraine war, shares resumed zooming higher last month, after the company beat on quarterly earnings andreaffirmed its 2022 outlook.More recently, though, LMT stock has pulled back. Chalk it up to some extent to the 2022 U.S. midterm election results, but mainly due to a Twitter impersonation incidentthat occurred on Nov. 11. However, this latest round of weakness may be a great entry for a long-term position in LMT.No matter the end result when all the midterm votes are tallied,rising geopolitical tension points to spending continuing to climb, pointing to further growth ahead for Lockheed Martin. LMT, which earns an A inPortfolio Grader, trades for a 17.2 times earnings, and currently pays a 2.59% dividend.Occidental Petroleum Source: T. Schneider / Shutterstock.comUp more than 135% so fare this year, Occidental Petroleum(NYSE:OXY) has been boosted by more than just spiking oil and gas prices. The continual purchase of shares in the energy company by Warren Buffett’s company, Berkshire Hathaway(NYSE:BRK.A,NYSE:BRK.B) has been a secondary catalyst for the stock in 2022.Still, long-term investors should consider OXY stock, for its high potential to generate steady, worthwhile returns, not only in the coming years, but perhaps the coming decades as well.Besides benefiting from favorable trends for fossil fuels, Occidental also has a big “green catalyst” in play. That is, the company’s “net zero oil” project could one day become as large as its chemicals business, a meaningful contributor to the bottom line.Earning an A rating in Portfolio Grader, OXY remains low-priced (earnings multiple of 7.5), even after its incredible run.Petroleo Brasileiro Source: rafastockbr / Shutterstock.comShares in Brazil-based Petroleo Brasileiro(NYSE:PBR), better known as Petrobras, have been hit hard by political changes in its home market.With left-wing candidate Luiz Inacio Lula da Silva (or “Lula” for short) winning last month’s Brazilian Presidential election, there’s nowhigh uncertaintyabout his plans for Petrobras, which, while publicly traded, is still controlled by the Brazilian government.So, with potential political headwinds in play, why make PBR stock a buy? For starters, the market may be overreacting to the forthcoming Lula Presidency. While winning control of the executive branch, his political opposition still controls Brazil’s legislative branch. This could limit to what extent Lula is able to implement changes unfavorable to the company.With high-risk already overly-priced into A-rated PBR stock, with its super-low valuation (2.7 times earnings), and high trailing dividend yield (50%), this stock could produce outstanding returns, if the status quo remains.Exxon Mobil Source: Jonathan Weiss / Shutterstock.comUp nearly 80% year-to-date, and still climbing, ExxonMobil(NYSE:XOM) has clearly been a winner for investors in the near term. However, when it comes to the integrated oil and gas giant’s future prospects, many investors may be less confident.Fortunately, much like with COP and OXY, XOM stock is not “doomed” to produce middling returns going forward. Instead, there is a path for this blue-chip energy stock to remain a worthwhile long-term holding. Besides the aforementioned favorable trends, factors specific to ExxonMobil also point to continued gains ahead.Namely, the company’s focus on return-of-capital efforts such as dividends and buybacks, instead of spending more heavily on risky exploration projects with questionable return-on-investment (or ROI) potential.ExxonMobil is also diversifying intoclean/renewable energy. Earning an A inPortfolio Grader, XOM trades for 8 times earnings, and has a forward dividend yield of 3.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969505179,"gmtCreate":1668470791505,"gmtModify":1676538060809,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"And just before Black Friday&nbsp;[Helpless]&nbsp;","listText":"And just before Black Friday&nbsp;[Helpless]&nbsp;","text":"And just before Black Friday [Helpless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969505179","repostId":"2283287323","repostType":4,"repost":{"id":"2283287323","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668467192,"share":"https://ttm.financial/m/news/2283287323?lang=&edition=fundamental","pubTime":"2022-11-15 07:06","market":"us","language":"en","title":"Amazon to Lay off Thousands of Employees","url":"https://stock-news.laohu8.com/highlight/detail?id=2283287323","media":"Reuters","summary":"Amazon.com is planning to lay off around 10,000 employees in corporate and technology roles beginnin","content":"<html><head></head><body><p>Amazon.com is planning to lay off around 10,000 employees in corporate and technology roles beginning this week, a person familiar with the matter said on Monday (Nov 14), in what would amount to its biggest such reduction to date.</p><p>The cuts, earlier reported by the New York Times, would represent about 3 per cent of Amazon&#39;s corporate staff. The exact number may vary as businesses within Amazon review their priorities, the source told Reuters.</p><p>The online retailer plans to eliminate jobs in its devices organization, which makes voice-controlled &#34;Alexa&#34; gadgets and home-security cameras, as well as in its human-resources and retail divisions, the person said. Amazon&#39;s time frame for informing staff remained unclear.</p><p>The source attributed the reduction to the uncertain macroeconomic environment faced by Amazon and other companies.</p><p>The news follows a wave of layoffs across the technology sector, which is wary of recession after years of rapid hiring. Just last week, Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc said it would cut more than 11,000 jobs, or 13 per cent of its workforce, to rein in costs.</p><p>Seattle-based Amazon is predicting a slowdown in sales growth for the typically lucrative holiday season.</p><p>On a call with reporters last month, Chief Financial Officer Brian Olsavsky said the company saw signs of tighter household budgets for shopping, and it continued to wrestle with high inflation and energy costs.</p><p>It since has said it would freeze incremental corporate hiring for several months.</p><p>Amazon&#39;s devices unit in some recent years has posted an annual operating loss of more than $5 billion, the Wall Street Journal reported last week. The company has weighed whether to focus on new capabilities for Alexa when some customers use the voice assistant for just a few tasks, the report said.</p><p>Company-wide, taking warehouse and transportation jobs into account, which made Amazon&#39;s headcount more than 1.5 million as of Sep 30, the planned cuts amounted to less than 1 per cent of the retailer&#39;s workforce.</p><p>Shares of Amazon have lost more than 40 per cent of their value this 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>Amazon to Lay off Thousands of Employees</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon to Lay off Thousands of Employees\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-15 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon.com is planning to lay off around 10,000 employees in corporate and technology roles beginning this week, a person familiar with the matter said on Monday (Nov 14), in what would amount to its biggest such reduction to date.</p><p>The cuts, earlier reported by the New York Times, would represent about 3 per cent of Amazon&#39;s corporate staff. The exact number may vary as businesses within Amazon review their priorities, the source told Reuters.</p><p>The online retailer plans to eliminate jobs in its devices organization, which makes voice-controlled &#34;Alexa&#34; gadgets and home-security cameras, as well as in its human-resources and retail divisions, the person said. Amazon&#39;s time frame for informing staff remained unclear.</p><p>The source attributed the reduction to the uncertain macroeconomic environment faced by Amazon and other companies.</p><p>The news follows a wave of layoffs across the technology sector, which is wary of recession after years of rapid hiring. Just last week, Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc said it would cut more than 11,000 jobs, or 13 per cent of its workforce, to rein in costs.</p><p>Seattle-based Amazon is predicting a slowdown in sales growth for the typically lucrative holiday season.</p><p>On a call with reporters last month, Chief Financial Officer Brian Olsavsky said the company saw signs of tighter household budgets for shopping, and it continued to wrestle with high inflation and energy costs.</p><p>It since has said it would freeze incremental corporate hiring for several months.</p><p>Amazon&#39;s devices unit in some recent years has posted an annual operating loss of more than $5 billion, the Wall Street Journal reported last week. The company has weighed whether to focus on new capabilities for Alexa when some customers use the voice assistant for just a few tasks, the report said.</p><p>Company-wide, taking warehouse and transportation jobs into account, which made Amazon&#39;s headcount more than 1.5 million as of Sep 30, the planned cuts amounted to less than 1 per cent of the retailer&#39;s workforce.</p><p>Shares of Amazon have lost more than 40 per cent of their value this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283287323","content_text":"Amazon.com is planning to lay off around 10,000 employees in corporate and technology roles beginning this week, a person familiar with the matter said on Monday (Nov 14), in what would amount to its biggest such reduction to date.The cuts, earlier reported by the New York Times, would represent about 3 per cent of Amazon's corporate staff. The exact number may vary as businesses within Amazon review their priorities, the source told Reuters.The online retailer plans to eliminate jobs in its devices organization, which makes voice-controlled \"Alexa\" gadgets and home-security cameras, as well as in its human-resources and retail divisions, the person said. Amazon's time frame for informing staff remained unclear.The source attributed the reduction to the uncertain macroeconomic environment faced by Amazon and other companies.The news follows a wave of layoffs across the technology sector, which is wary of recession after years of rapid hiring. Just last week, Facebook parent Meta Platforms Inc said it would cut more than 11,000 jobs, or 13 per cent of its workforce, to rein in costs.Seattle-based Amazon is predicting a slowdown in sales growth for the typically lucrative holiday season.On a call with reporters last month, Chief Financial Officer Brian Olsavsky said the company saw signs of tighter household budgets for shopping, and it continued to wrestle with high inflation and energy costs.It since has said it would freeze incremental corporate hiring for several months.Amazon's devices unit in some recent years has posted an annual operating loss of more than $5 billion, the Wall Street Journal reported last week. The company has weighed whether to focus on new capabilities for Alexa when some customers use the voice assistant for just a few tasks, the report said.Company-wide, taking warehouse and transportation jobs into account, which made Amazon's headcount more than 1.5 million as of Sep 30, the planned cuts amounted to less than 1 per cent of the retailer's workforce.Shares of Amazon have lost more than 40 per cent of their value this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969667955,"gmtCreate":1668433970978,"gmtModify":1676538055843,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Down so much&nbsp;[Angry]&nbsp;","listText":"Down so much&nbsp;[Angry]&nbsp;","text":"Down so much [Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969667955","repostId":"1165111854","repostType":4,"repost":{"id":"1165111854","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":1668430865,"share":"https://ttm.financial/m/news/1165111854?lang=&edition=fundamental","pubTime":"2022-11-14 21:01","market":"us","language":"en","title":"Pre-Bell｜Futures Decline on Cautious Fed Tone on Inflation; Oatly Tumble 11.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165111854","media":"Tiger Newspress","summary":"U.S. stock index futures edged lower on Monday as hawkish comments from a U.S. Federal Reserve offic","content":"<html><head></head><body><p>U.S. stock index futures edged lower on Monday as hawkish comments from a U.S. Federal Reserve official tempered hopes of a less aggressive pace of monetary policy tightening.</p><h2><b>Market Snapshot</b></h2><p>At 7:45 a.m. ET, Dow e-minis were down 62 points, or 0.18%, S&amp;P 500 e-minis were down 11.5 points, or 0.29%, and Nasdaq 100 e-minis were down 54 points, or 0.46%.</p><p><img src=\"https://static.tigerbbs.com/ba4f8d4ed0bf714056fa40cb239afb6b\" tg-width=\"406\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Hasbro(HAS) – The toy maker’s stock slid 5.2% in the premarket following a double-downgrade to “underperform” from “buy” at Bank of America. The move comes after BofA conducted what it calls a “deep dive” on Hasbro’s “Magic: The Gathering” trading card game business. BofA said Hasbro has been overprinting cards and destroying the long-term value of the business.</p><p>Oatly(OTLY) – The maker of oat-based drinks saw its stock tumble 11.8% in the premarket after it reported a larger-than-expected quarterly loss and revenue that fell short of consensus. Oatly said its results were hurt by a number of factors including China Covid restrictions, production challenges and a stronger US dollar.</p><p>Advanced Micro Devices(AMD) – The chip maker’s stock rose 3.2% in the premarket after receiving upgrades at both Baird and UBS. The firms cited positive industry cyclical trends as well as strong demand by data center equipment manufacturers for AMD’s Genoa chip.</p><p>Amazon.com(AMZN) – Amazon fell 1.7% in premarket trading after Bank of America removed the stock from its “US 1” list, although it maintained a “buy” rating.</p><p>Teva Pharmaceutical(TEVA) – Teva was downgraded to “underweight” from “neutral” at J.P. Morgan Securities, which cited continuing growth challenges for the drugmaker. Teva fell 2.3% in premarket action.</p><p>Eli Lilly(LLY),Biogen(BIIB) – Rival Roche’s experimental Alzheimer’s treatment did not meet its primary goal in studies. Both Lilly and Biogen also have Alzheimer’s drugs in their pipelines, and Biogen had said in September that its experimental treatment had slowed the progress of the disease by 27%. Lilly added 1.5% in premarket trading, while Biogen rallied 5.8%.</p><p>Tyson Foods(TSN) – The beef and poultry producer reported quarterly earnings of $1.63 per share, missing consensus estimates by 10 cents a share. Revenue came in above Street forecasts. Tyson added 1% in premarket action.</p><p>Virgin Galactic(SPCE) – In a Securities and Exchange Commission filing, Virgin said a court is giving plaintiffs until Nov. 28 to file an amended class action suit against the company. The original suit filed in May 2021 alleged current and former officers and directors made misleading statements about Virgin’s commercial space flight program, charges which Virgin says are without merit. Virgin shares lost 1% in the premarket.</p><h2><b>Market News</b></h2><p><b>Jeff Bezos Says He Will Give Most of His Money to Charity</b></p><p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.</p><p>Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.</p><p><b>Elon Musk Says &#34;I Have Too Much Work on My Plate&#34;</b></p><p>Billionaire Elon Musk said on Monday he was working &#34;at the absolute most amount...from morning til night, seven days a week&#34; when asked about his recent acquisition of Twitter and his leadership of automaker Tesla Inc(TSLA.O).</p><p>&#34;I have too much work on my plate that is for sure,&#34; Musk said by videolink to a business conference on the sidelines of the G20 summit in Bali.</p><p><b>OPEC Cuts Oil Demand Outlook as It Starts to Curb Production</b></p><p>OPEC reduced its forecasts for global oil demand again as the group implements production cutbacks aimed at keeping markets in balance.</p><p>Due to a weaker economic backdrop and China’s strict anti-Covid measures, the Organization of Petroleum Exporting Countries lowered estimates for the amount of crude it will need to pump this quarter by 520,000 barrels a day, following a similar-sized downgrade a month ago.</p><p><b>Binance CEO Tweets Regret at Not Shorting FTX Token</b></p><p>The chief executive of Binance said he regretted not betting against the token tied to the failed FTX cryptocurrency exchange.</p><p>Changpeng Zhao, the co-founder and CEO of Binance who is known by initials CZ, tweeted the regret in response to a satirical tweet about there being a sequel to the movie, The Big Short.</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>Pre-Bell｜Futures Decline on Cautious Fed Tone on Inflation; Oatly Tumble 11.8%</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｜Futures Decline on Cautious Fed Tone on Inflation; Oatly Tumble 11.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-14 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged lower on Monday as hawkish comments from a U.S. Federal Reserve official tempered hopes of a less aggressive pace of monetary policy tightening.</p><h2><b>Market Snapshot</b></h2><p>At 7:45 a.m. ET, Dow e-minis were down 62 points, or 0.18%, S&amp;P 500 e-minis were down 11.5 points, or 0.29%, and Nasdaq 100 e-minis were down 54 points, or 0.46%.</p><p><img src=\"https://static.tigerbbs.com/ba4f8d4ed0bf714056fa40cb239afb6b\" tg-width=\"406\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Hasbro(HAS) – The toy maker’s stock slid 5.2% in the premarket following a double-downgrade to “underperform” from “buy” at Bank of America. The move comes after BofA conducted what it calls a “deep dive” on Hasbro’s “Magic: The Gathering” trading card game business. BofA said Hasbro has been overprinting cards and destroying the long-term value of the business.</p><p>Oatly(OTLY) – The maker of oat-based drinks saw its stock tumble 11.8% in the premarket after it reported a larger-than-expected quarterly loss and revenue that fell short of consensus. Oatly said its results were hurt by a number of factors including China Covid restrictions, production challenges and a stronger US dollar.</p><p>Advanced Micro Devices(AMD) – The chip maker’s stock rose 3.2% in the premarket after receiving upgrades at both Baird and UBS. The firms cited positive industry cyclical trends as well as strong demand by data center equipment manufacturers for AMD’s Genoa chip.</p><p>Amazon.com(AMZN) – Amazon fell 1.7% in premarket trading after Bank of America removed the stock from its “US 1” list, although it maintained a “buy” rating.</p><p>Teva Pharmaceutical(TEVA) – Teva was downgraded to “underweight” from “neutral” at J.P. Morgan Securities, which cited continuing growth challenges for the drugmaker. Teva fell 2.3% in premarket action.</p><p>Eli Lilly(LLY),Biogen(BIIB) – Rival Roche’s experimental Alzheimer’s treatment did not meet its primary goal in studies. Both Lilly and Biogen also have Alzheimer’s drugs in their pipelines, and Biogen had said in September that its experimental treatment had slowed the progress of the disease by 27%. Lilly added 1.5% in premarket trading, while Biogen rallied 5.8%.</p><p>Tyson Foods(TSN) – The beef and poultry producer reported quarterly earnings of $1.63 per share, missing consensus estimates by 10 cents a share. Revenue came in above Street forecasts. Tyson added 1% in premarket action.</p><p>Virgin Galactic(SPCE) – In a Securities and Exchange Commission filing, Virgin said a court is giving plaintiffs until Nov. 28 to file an amended class action suit against the company. The original suit filed in May 2021 alleged current and former officers and directors made misleading statements about Virgin’s commercial space flight program, charges which Virgin says are without merit. Virgin shares lost 1% in the premarket.</p><h2><b>Market News</b></h2><p><b>Jeff Bezos Says He Will Give Most of His Money to Charity</b></p><p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.</p><p>Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.</p><p><b>Elon Musk Says &#34;I Have Too Much Work on My Plate&#34;</b></p><p>Billionaire Elon Musk said on Monday he was working &#34;at the absolute most amount...from morning til night, seven days a week&#34; when asked about his recent acquisition of Twitter and his leadership of automaker Tesla Inc(TSLA.O).</p><p>&#34;I have too much work on my plate that is for sure,&#34; Musk said by videolink to a business conference on the sidelines of the G20 summit in Bali.</p><p><b>OPEC Cuts Oil Demand Outlook as It Starts to Curb Production</b></p><p>OPEC reduced its forecasts for global oil demand again as the group implements production cutbacks aimed at keeping markets in balance.</p><p>Due to a weaker economic backdrop and China’s strict anti-Covid measures, the Organization of Petroleum Exporting Countries lowered estimates for the amount of crude it will need to pump this quarter by 520,000 barrels a day, following a similar-sized downgrade a month ago.</p><p><b>Binance CEO Tweets Regret at Not Shorting FTX Token</b></p><p>The chief executive of Binance said he regretted not betting against the token tied to the failed FTX cryptocurrency exchange.</p><p>Changpeng Zhao, the co-founder and CEO of Binance who is known by initials CZ, tweeted the regret in response to a satirical tweet about there being a sequel to the movie, The Big Short.</p><p></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":"1165111854","content_text":"U.S. stock index futures edged lower on Monday as hawkish comments from a U.S. Federal Reserve official tempered hopes of a less aggressive pace of monetary policy tightening.Market SnapshotAt 7:45 a.m. ET, Dow e-minis were down 62 points, or 0.18%, S&P 500 e-minis were down 11.5 points, or 0.29%, and Nasdaq 100 e-minis were down 54 points, or 0.46%.Pre-Market MoversHasbro(HAS) – The toy maker’s stock slid 5.2% in the premarket following a double-downgrade to “underperform” from “buy” at Bank of America. The move comes after BofA conducted what it calls a “deep dive” on Hasbro’s “Magic: The Gathering” trading card game business. BofA said Hasbro has been overprinting cards and destroying the long-term value of the business.Oatly(OTLY) – The maker of oat-based drinks saw its stock tumble 11.8% in the premarket after it reported a larger-than-expected quarterly loss and revenue that fell short of consensus. Oatly said its results were hurt by a number of factors including China Covid restrictions, production challenges and a stronger US dollar.Advanced Micro Devices(AMD) – The chip maker’s stock rose 3.2% in the premarket after receiving upgrades at both Baird and UBS. The firms cited positive industry cyclical trends as well as strong demand by data center equipment manufacturers for AMD’s Genoa chip.Amazon.com(AMZN) – Amazon fell 1.7% in premarket trading after Bank of America removed the stock from its “US 1” list, although it maintained a “buy” rating.Teva Pharmaceutical(TEVA) – Teva was downgraded to “underweight” from “neutral” at J.P. Morgan Securities, which cited continuing growth challenges for the drugmaker. Teva fell 2.3% in premarket action.Eli Lilly(LLY),Biogen(BIIB) – Rival Roche’s experimental Alzheimer’s treatment did not meet its primary goal in studies. Both Lilly and Biogen also have Alzheimer’s drugs in their pipelines, and Biogen had said in September that its experimental treatment had slowed the progress of the disease by 27%. Lilly added 1.5% in premarket trading, while Biogen rallied 5.8%.Tyson Foods(TSN) – The beef and poultry producer reported quarterly earnings of $1.63 per share, missing consensus estimates by 10 cents a share. Revenue came in above Street forecasts. Tyson added 1% in premarket action.Virgin Galactic(SPCE) – In a Securities and Exchange Commission filing, Virgin said a court is giving plaintiffs until Nov. 28 to file an amended class action suit against the company. The original suit filed in May 2021 alleged current and former officers and directors made misleading statements about Virgin’s commercial space flight program, charges which Virgin says are without merit. Virgin shares lost 1% in the premarket.Market NewsJeff Bezos Says He Will Give Most of His Money to CharityAmazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.Elon Musk Says \"I Have Too Much Work on My Plate\"Billionaire Elon Musk said on Monday he was working \"at the absolute most amount...from morning til night, seven days a week\" when asked about his recent acquisition of Twitter and his leadership of automaker Tesla Inc(TSLA.O).\"I have too much work on my plate that is for sure,\" Musk said by videolink to a business conference on the sidelines of the G20 summit in Bali.OPEC Cuts Oil Demand Outlook as It Starts to Curb ProductionOPEC reduced its forecasts for global oil demand again as the group implements production cutbacks aimed at keeping markets in balance.Due to a weaker economic backdrop and China’s strict anti-Covid measures, the Organization of Petroleum Exporting Countries lowered estimates for the amount of crude it will need to pump this quarter by 520,000 barrels a day, following a similar-sized downgrade a month ago.Binance CEO Tweets Regret at Not Shorting FTX TokenThe chief executive of Binance said he regretted not betting against the token tied to the failed FTX cryptocurrency exchange.Changpeng Zhao, the co-founder and CEO of Binance who is known by initials CZ, tweeted the regret in response to a satirical tweet about there being a sequel to the movie, The Big Short.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910584119,"gmtCreate":1663643096931,"gmtModify":1676537307643,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Not on my watch 😎","listText":"Not on my watch 😎","text":"Not on my watch 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910584119","repostId":"1126649842","repostType":2,"repost":{"id":"1126649842","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":1663634511,"share":"https://ttm.financial/m/news/1126649842?lang=&edition=fundamental","pubTime":"2022-09-20 08:41","market":"sg","language":"en","title":"Singapore Stocks to Watch: Yanlord Land, OxPay Financial","url":"https://stock-news.laohu8.com/highlight/detail?id=1126649842","media":"Tiger Newspress","summary":"The following companies saw new developments that may affect the trading of their securities on Tues","content":"<html><head></head><body><p>The following companies saw new developments that may affect the trading of their securities on Tuesday (Sep 20):</p><p>Yanlord Land Group on Monday (Sep 19) said an indirect subsidiary, together with two other parties, has been awarded a residential site tender at Lentor Central in Singapore at a bid price of S$481 million, or S$1,108 per square foot per plot ratio (psf ppr).</p><p>Singapore’s Employment Claims Tribunal (ECT) has ordered OxPay Financial to pay its former chief executive and chief financial officer S$77,501.52 following wrongful dismissal claims by the 2 individuals.</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>Singapore Stocks to Watch: Yanlord Land, OxPay Financial</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\">\nSingapore Stocks to Watch: Yanlord Land, OxPay Financial\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\">2022-09-20 08:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The following companies saw new developments that may affect the trading of their securities on Tuesday (Sep 20):</p><p>Yanlord Land Group on Monday (Sep 19) said an indirect subsidiary, together with two other parties, has been awarded a residential site tender at Lentor Central in Singapore at a bid price of S$481 million, or S$1,108 per square foot per plot ratio (psf ppr).</p><p>Singapore’s Employment Claims Tribunal (ECT) has ordered OxPay Financial to pay its former chief executive and chief financial officer S$77,501.52 following wrongful dismissal claims by the 2 individuals.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TVV.SI":"Artivision","Z25.SI":"仁恒置地集团有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126649842","content_text":"The following companies saw new developments that may affect the trading of their securities on Tuesday (Sep 20):Yanlord Land Group on Monday (Sep 19) said an indirect subsidiary, together with two other parties, has been awarded a residential site tender at Lentor Central in Singapore at a bid price of S$481 million, or S$1,108 per square foot per plot ratio (psf ppr).Singapore’s Employment Claims Tribunal (ECT) has ordered OxPay Financial to pay its former chief executive and chief financial officer S$77,501.52 following wrongful dismissal claims by the 2 individuals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910585442,"gmtCreate":1663643034787,"gmtModify":1676537307627,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"This is electric 😎","listText":"This is electric 😎","text":"This is electric 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910585442","repostId":"1125257774","repostType":2,"repost":{"id":"1125257774","kind":"news","pubTimestamp":1663641792,"share":"https://ttm.financial/m/news/1125257774?lang=&edition=fundamental","pubTime":"2022-09-20 10:43","market":"us","language":"en","title":"This Bold Move Could Give Tesla an Edge in Battery Production","url":"https://stock-news.laohu8.com/highlight/detail?id=1125257774","media":"Motley Fool","summary":"KEY POINTSTesla filed a form indicating that it may build a battery-grade lithium refinery.Demand fo","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla filed a form indicating that it may build a battery-grade lithium refinery.</li><li>Demand for lithium will skyrocket over the next decade.</li><li>Owning more of the battery supply chain could give Tesla an advantage over rivals.</li></ul><p>Entering the lithium refinery business could help Tesla own more of its battery supply chain.</p><p><b>Tesla</b> piqued many people&#39;s interest recently when the company filed a form with Texas&#39; Comptroller&#39;s Office indicating the electric vehicle maker&#39;s interest in building a battery-grade lithium hydroxide refinery.</p><p>So far history has shown that it&#39;s best not to bet against Tesla&#39;s big ideas, so what could the company gain from owning its own battery materials refinery along the Gulf Coast? Only the potential to lower the price of its expensive batteries.</p><p><b>What Tesla is proposing</b></p><p>Tesla said in the official form that it&#39;s considering building a plant that could convert &#34;raw ore material into a usable state for battery production.&#34;</p><p>The refinery would create battery-grade lithium hydroxide that could then be &#34;packaged and shipped by truck and rail to various Tesla battery manufacturing sites supporting the necessary supply chain for large-scale and electric vehicle batteries.&#34;</p><p>In short, Tesla is proposing entering the battery materials refinery space, a move that would add to the company&#39;s current battery manufacturing capabilities.</p><p>The company said that it could start building the plant as early as the end of this year, with an estimated timeframe for having it operational by the fourth quarter of 2024.</p><p>It&#39;s worth mentioning that none of what Tesla is proposing is a done deal. The company&#39;s official filing for property tax relief for the project is one of the very first steps in the project. Tesla is also exploring an alternative site in Louisiana.</p><p>But with battery costs ballooning over the past couple of years and supply chain shortages constantly causing headaches for the auto industry, Tesla&#39;s latest idea could be yet another step toward improving its vehicle production costs.</p><p><b>How it could help Tesla stay ahead of EV rivals</b></p><p>Supply chain problems and increasing demand for electric vehicles have pushed up the cost of battery materials, particularly lithium. Battery-grade lithium prices have spiked more than 400% since 2021.</p><p>And demand isn&#39;t slowing down. The latest data from McKinsey estimates that global demand for lithium will increase from 500,000 metric tonnes in 2021 to up to 4 million metric tonnes by 2030.</p><p>While Tesla can&#39;t control this massive increase in lithium demand, it is trying to control some of the production costs that go into making batteries.</p><p>How much Tesla could save still isn&#39;t clear, but Tesla is willing to at least entertain the idea of spending a proposed $365 million to build a refinery in order to save on costs down the road.</p><p><b>A bold move to own more of the supply chain</b></p><p>There&#39;s nothing set in stone about Tesla&#39;s new refinery proposal, but it could be the beginning of Tesla moving even further up the supply chain line in battery-making.</p><p>With lithium demand expected to soar over the next decade, Tesla could secure more control over its battery manufacturing with its own refinery. And in the coming years, that could potentially give the company an advantage in the EV space.</p><p>If Tesla can eventually lower some of its battery costs, then it could improve its already-strong profit margins (currently at 13%). That means that while most traditional automakers are still trying to figure out how to catch up to Tesla&#39;s enviable margins, Tesla is trying to figure out how to keep expanding them.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Bold Move Could Give Tesla an Edge in Battery Production</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\">\nThis Bold Move Could Give Tesla an Edge in Battery Production\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/bold-move-give-tesla-edge-battery-production/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla filed a form indicating that it may build a battery-grade lithium refinery.Demand for lithium will skyrocket over the next decade.Owning more of the battery supply chain could give ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/bold-move-give-tesla-edge-battery-production/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/09/19/bold-move-give-tesla-edge-battery-production/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125257774","content_text":"KEY POINTSTesla filed a form indicating that it may build a battery-grade lithium refinery.Demand for lithium will skyrocket over the next decade.Owning more of the battery supply chain could give Tesla an advantage over rivals.Entering the lithium refinery business could help Tesla own more of its battery supply chain.Tesla piqued many people's interest recently when the company filed a form with Texas' Comptroller's Office indicating the electric vehicle maker's interest in building a battery-grade lithium hydroxide refinery.So far history has shown that it's best not to bet against Tesla's big ideas, so what could the company gain from owning its own battery materials refinery along the Gulf Coast? Only the potential to lower the price of its expensive batteries.What Tesla is proposingTesla said in the official form that it's considering building a plant that could convert \"raw ore material into a usable state for battery production.\"The refinery would create battery-grade lithium hydroxide that could then be \"packaged and shipped by truck and rail to various Tesla battery manufacturing sites supporting the necessary supply chain for large-scale and electric vehicle batteries.\"In short, Tesla is proposing entering the battery materials refinery space, a move that would add to the company's current battery manufacturing capabilities.The company said that it could start building the plant as early as the end of this year, with an estimated timeframe for having it operational by the fourth quarter of 2024.It's worth mentioning that none of what Tesla is proposing is a done deal. The company's official filing for property tax relief for the project is one of the very first steps in the project. Tesla is also exploring an alternative site in Louisiana.But with battery costs ballooning over the past couple of years and supply chain shortages constantly causing headaches for the auto industry, Tesla's latest idea could be yet another step toward improving its vehicle production costs.How it could help Tesla stay ahead of EV rivalsSupply chain problems and increasing demand for electric vehicles have pushed up the cost of battery materials, particularly lithium. Battery-grade lithium prices have spiked more than 400% since 2021.And demand isn't slowing down. The latest data from McKinsey estimates that global demand for lithium will increase from 500,000 metric tonnes in 2021 to up to 4 million metric tonnes by 2030.While Tesla can't control this massive increase in lithium demand, it is trying to control some of the production costs that go into making batteries.How much Tesla could save still isn't clear, but Tesla is willing to at least entertain the idea of spending a proposed $365 million to build a refinery in order to save on costs down the road.A bold move to own more of the supply chainThere's nothing set in stone about Tesla's new refinery proposal, but it could be the beginning of Tesla moving even further up the supply chain line in battery-making.With lithium demand expected to soar over the next decade, Tesla could secure more control over its battery manufacturing with its own refinery. And in the coming years, that could potentially give the company an advantage in the EV space.If Tesla can eventually lower some of its battery costs, then it could improve its already-strong profit margins (currently at 13%). That means that while most traditional automakers are still trying to figure out how to catch up to Tesla's enviable margins, Tesla is trying to figure out how to keep expanding them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910585916,"gmtCreate":1663642959635,"gmtModify":1676537307603,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Invest and chill 😎","listText":"Invest and chill 😎","text":"Invest and chill 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910585916","repostId":"1142409788","repostType":2,"repost":{"id":"1142409788","kind":"news","pubTimestamp":1663642308,"share":"https://ttm.financial/m/news/1142409788?lang=&edition=fundamental","pubTime":"2022-09-20 10:51","market":"us","language":"en","title":"Netflix, Not TikTok, Is the Biggest Threat Facing Meta Platforms","url":"https://stock-news.laohu8.com/highlight/detail?id=1142409788","media":"Seeking Alpha","summary":"SummaryMeta Platforms, Inc.'s stock has been under a lot of pressure as it adjusts to ATT changes an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Meta Platforms, Inc.&#39;s stock has been under a lot of pressure as it adjusts to ATT changes and the emergence of TikTok.</li><li>While the Chinese company is a formidable opponent, potential regulation targeting TikTok could boost Meta&#39;s network.</li><li>The biggest threat to Meta Platforms is actually the potential move of ad dollars to Connected TV.</li></ul><p>It has been a rough half-decade for Meta Platforms, Inc. (NASDAQ:META). The stock is actually down 6% since the height of the Cambridge Analytica scandal. It is down more than 50% as TikTok garnered more user engagement than Facebook and Instagram combined. Add to that the impact of Apple Inc. (AAPL) ATT changes, and the company reported its first-ever revenue decline last quarter.</p><p>This led to diverging opinions on the future of META stock, with Seeking Alpha&#39;s contributors splitting 5 vs. 8 on those who rate the stock a hold or less and those who rate it at least a buy. Wall Street is more bullish, with 32 of a total of 55 rating the stock a strong buy. Seeking Alpha&#39;s own quant rating system has the stock at a hold, mostly due to poor growth and lower analyst revisions.</p><p><img src=\"https://static.tigerbbs.com/56c8ae30f6e318366519324bd45f25fc\" tg-width=\"640\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p>Bullish and Bearish Views on Meta (Seeking Alpha)</p><p>I&#39;m in the camp of Seeking Alpha&#39;s quant rating system as well, with a hold rating. I am bullish on Meta&#39;s ability to navigate ATT challenges. I also believe that the company will pass the test posed by TikTok, although it might need help from governments to accomplish that. What I do believe will be a big threat to Meta&#39;s current ad business is the introduction of ad-supported tiers by streamers, particularly by Netflix (NFLX). That challenge offsets any optimism I have over the company&#39;s ability to navigate the ATT and TikTok challenges.</p><p><b>Meta is Best-Equipped to Deal with ATT Challenge</b></p><p>I have discussed previously the challenges posed by Apple&#39;s ATT changes. It&#39;s basically that applications like Facebook and Instagram have lost the signal on Apple users, and as a result cannot track them as well as before. They particularly lost the ability to figure out whether the ad they showed led to the user converting or not. That challenge can be solved mainly with size, which Meta has in abundance. The introduction of shoppable ads, for example, bridges the gap between showing the ad and conversion. The company&#39;s reported shift of Instagram shopping features to serve the company&#39;s ad business is in my opinion another attempt to better measure conversion in a post-ATT world. Encouraging users to engage with businesses inside Meta&#39;s family of apps will help the company generate more first-party data, and thanks to its size it will have enough data to remain relevant to advertisers. The question currently seems to be why wouldn&#39;t TikTok take more ad share anyway given it has much higher user engagement?</p><p><b>The TikTok Challenge is Transitory</b></p><p>Like many of the TikTok challenges, the company&#39;s competitive threat to Meta will evaporate with time. In a lot of ways, this situation isn&#39;t new; Meta faced a similar challenge with Snapchat&#39;s (SNAP) stories. Mark Zuckerberg said so himself in the earnings call:</p><blockquote>All right. Next on to ads. We faced a number of challenges here in the near term, but the investments that we&#39;re making should give us a comparative advantage over the longer term. One near-term challenge is the growth of short-form video. Reels doesn&#39;t yet monetize at the same rate as feed or stories. So in the near term, the faster that Reels grows, the more revenue that actually displaces from higher monetizing surfaces. Now in theory, we could mitigate the short-term headwind by pushing less hard on growing Reels, but that would be worse for our products and business longer term since we&#39;re confident that Reels will grow engagement overall and quality and will eventually monetize closer to Feed.</blockquote><blockquote>Our work on ads monetization efficiency for Reels is actually making faster progress than we&#39;d expected. We&#39;ve now crossed a $1 billion annual revenue run rate for Reels ads, and Reels also has a higher revenue run rate than Stories did at identical times post launch. So the bottom line is I think we&#39;re on track here and we just need to push through this one.</blockquote><p>An important thing to note here is that growing Reels is a drag on Meta&#39;s own revenue, because Reels currently doesn&#39;t monetize as well as Feed or Stories. So while the decline in revenue can be viewed as the emerging competitive threat of TikTok, it can actually be the exact opposite; Meta is growing its competing product so well that it is taking ads away from Feed and Stories. Given Reels is growing faster than Stories did at identical times post-launch, and it will eventually monetize as well as Feed, the company could be back to 20% sales growth faster than many bears think. So this could be very bullish news for the stock.</p><p>The other thing going for Meta is the regulation of TikTok. There aregrowing debatesin the U.S. over banning TikTok due to fears of Beijing accessing user data. India has already banned TikTok, so the option could be on the table for many countries. If that trend emerges, then Meta&#39;s business will benefit as a result of lower competition.</p><p><b>Netflix is the Real Threat to Meta&#39;s Ad Business</b></p><p>I wrote earlier this month that Netflix could easily generate$10 billion in ad revenue. Netflix has three things going for it. Firstly, it has a comparable number of global viewers. It is one of a handful of media properties in the world that has a billion users on its platform. Secondly, it could have much higher CPMs than Facebooks, with reports of management aiming for a$60 CPM. Premium video will always fetch premium ad rates, and Facebook has virtually zero premium scripted shows on any of its properties. Thirdly, Netflix has complete control over what&#39;s on its platform while that doesn&#39;t mean Netflix is immune to brand safety criticism, having control over the content means management can address that challenge better. The better brand safety potential and attractive customer targets mean Netflix&#39;s ad inventory could be highly appealing to advertisers.</p><p>A new report shows that Netflix aims to have40 million viewers on its ad-tier by this time next year. As I discussed in my article earlier this month, this number of viewers would be enough to generate $10 billion in ad revenue with a lower ad-load than traditional TV.</p><p>Meta previously (and currently) addressed competitor threats like the one Netflix could pose by simply copying the competing products. That is something that will be close to impossible to do in this case, given the amount of capital required to enter the streaming business. Meta would have to double its capex to enter the streaming market, which even if successful will be a huge drag on its margins. Meta could obviously cater to the smaller advertisers and grow its other businesses. But when it comes to ads, it won&#39;t be a question of how will Meta fend off Netflix, it&#39;s simply how much ad revenue will Netflix want to take from Meta.</p><p><b>Conclusion</b></p><p>The introduction of ad-supported tiers by streamers, especially Netflix, could spell the end of the online advertising duopoly held for more than a decade by Meta and Alphabet Inc. (GOOG,GOOGL). While Google search will be better positioned than Meta in general, any change in market structure usually affects the incumbents&#39; stock negatively. However, Meta is at an attractive valuation, and the threat from TikTok is unlikely to be a game-changing threat. Given that a tangible threat from Netflix is realistically a few years away, the stock could be worth a punt for investors with a medium-term view. For long-term investors, I believe it&#39;s a hold.</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>Netflix, Not TikTok, Is the Biggest Threat Facing Meta Platforms</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\">\nNetflix, Not TikTok, Is the Biggest Threat Facing Meta Platforms\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541910-netflix-not-tiktok-is-biggest-threat-facing-meta-platforms?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms, Inc.'s stock has been under a lot of pressure as it adjusts to ATT changes and the emergence of TikTok.While the Chinese company is a formidable opponent, potential regulation ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541910-netflix-not-tiktok-is-biggest-threat-facing-meta-platforms?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","NFLX":"奈飞"},"source_url":"https://seekingalpha.com/article/4541910-netflix-not-tiktok-is-biggest-threat-facing-meta-platforms?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142409788","content_text":"SummaryMeta Platforms, Inc.'s stock has been under a lot of pressure as it adjusts to ATT changes and the emergence of TikTok.While the Chinese company is a formidable opponent, potential regulation targeting TikTok could boost Meta's network.The biggest threat to Meta Platforms is actually the potential move of ad dollars to Connected TV.It has been a rough half-decade for Meta Platforms, Inc. (NASDAQ:META). The stock is actually down 6% since the height of the Cambridge Analytica scandal. It is down more than 50% as TikTok garnered more user engagement than Facebook and Instagram combined. Add to that the impact of Apple Inc. (AAPL) ATT changes, and the company reported its first-ever revenue decline last quarter.This led to diverging opinions on the future of META stock, with Seeking Alpha's contributors splitting 5 vs. 8 on those who rate the stock a hold or less and those who rate it at least a buy. Wall Street is more bullish, with 32 of a total of 55 rating the stock a strong buy. Seeking Alpha's own quant rating system has the stock at a hold, mostly due to poor growth and lower analyst revisions.Bullish and Bearish Views on Meta (Seeking Alpha)I'm in the camp of Seeking Alpha's quant rating system as well, with a hold rating. I am bullish on Meta's ability to navigate ATT challenges. I also believe that the company will pass the test posed by TikTok, although it might need help from governments to accomplish that. What I do believe will be a big threat to Meta's current ad business is the introduction of ad-supported tiers by streamers, particularly by Netflix (NFLX). That challenge offsets any optimism I have over the company's ability to navigate the ATT and TikTok challenges.Meta is Best-Equipped to Deal with ATT ChallengeI have discussed previously the challenges posed by Apple's ATT changes. It's basically that applications like Facebook and Instagram have lost the signal on Apple users, and as a result cannot track them as well as before. They particularly lost the ability to figure out whether the ad they showed led to the user converting or not. That challenge can be solved mainly with size, which Meta has in abundance. The introduction of shoppable ads, for example, bridges the gap between showing the ad and conversion. The company's reported shift of Instagram shopping features to serve the company's ad business is in my opinion another attempt to better measure conversion in a post-ATT world. Encouraging users to engage with businesses inside Meta's family of apps will help the company generate more first-party data, and thanks to its size it will have enough data to remain relevant to advertisers. The question currently seems to be why wouldn't TikTok take more ad share anyway given it has much higher user engagement?The TikTok Challenge is TransitoryLike many of the TikTok challenges, the company's competitive threat to Meta will evaporate with time. In a lot of ways, this situation isn't new; Meta faced a similar challenge with Snapchat's (SNAP) stories. Mark Zuckerberg said so himself in the earnings call:All right. Next on to ads. We faced a number of challenges here in the near term, but the investments that we're making should give us a comparative advantage over the longer term. One near-term challenge is the growth of short-form video. Reels doesn't yet monetize at the same rate as feed or stories. So in the near term, the faster that Reels grows, the more revenue that actually displaces from higher monetizing surfaces. Now in theory, we could mitigate the short-term headwind by pushing less hard on growing Reels, but that would be worse for our products and business longer term since we're confident that Reels will grow engagement overall and quality and will eventually monetize closer to Feed.Our work on ads monetization efficiency for Reels is actually making faster progress than we'd expected. We've now crossed a $1 billion annual revenue run rate for Reels ads, and Reels also has a higher revenue run rate than Stories did at identical times post launch. So the bottom line is I think we're on track here and we just need to push through this one.An important thing to note here is that growing Reels is a drag on Meta's own revenue, because Reels currently doesn't monetize as well as Feed or Stories. So while the decline in revenue can be viewed as the emerging competitive threat of TikTok, it can actually be the exact opposite; Meta is growing its competing product so well that it is taking ads away from Feed and Stories. Given Reels is growing faster than Stories did at identical times post-launch, and it will eventually monetize as well as Feed, the company could be back to 20% sales growth faster than many bears think. So this could be very bullish news for the stock.The other thing going for Meta is the regulation of TikTok. There aregrowing debatesin the U.S. over banning TikTok due to fears of Beijing accessing user data. India has already banned TikTok, so the option could be on the table for many countries. If that trend emerges, then Meta's business will benefit as a result of lower competition.Netflix is the Real Threat to Meta's Ad BusinessI wrote earlier this month that Netflix could easily generate$10 billion in ad revenue. Netflix has three things going for it. Firstly, it has a comparable number of global viewers. It is one of a handful of media properties in the world that has a billion users on its platform. Secondly, it could have much higher CPMs than Facebooks, with reports of management aiming for a$60 CPM. Premium video will always fetch premium ad rates, and Facebook has virtually zero premium scripted shows on any of its properties. Thirdly, Netflix has complete control over what's on its platform while that doesn't mean Netflix is immune to brand safety criticism, having control over the content means management can address that challenge better. The better brand safety potential and attractive customer targets mean Netflix's ad inventory could be highly appealing to advertisers.A new report shows that Netflix aims to have40 million viewers on its ad-tier by this time next year. As I discussed in my article earlier this month, this number of viewers would be enough to generate $10 billion in ad revenue with a lower ad-load than traditional TV.Meta previously (and currently) addressed competitor threats like the one Netflix could pose by simply copying the competing products. That is something that will be close to impossible to do in this case, given the amount of capital required to enter the streaming business. Meta would have to double its capex to enter the streaming market, which even if successful will be a huge drag on its margins. Meta could obviously cater to the smaller advertisers and grow its other businesses. But when it comes to ads, it won't be a question of how will Meta fend off Netflix, it's simply how much ad revenue will Netflix want to take from Meta.ConclusionThe introduction of ad-supported tiers by streamers, especially Netflix, could spell the end of the online advertising duopoly held for more than a decade by Meta and Alphabet Inc. (GOOG,GOOGL). While Google search will be better positioned than Meta in general, any change in market structure usually affects the incumbents' stock negatively. However, Meta is at an attractive valuation, and the threat from TikTok is unlikely to be a game-changing threat. Given that a tangible threat from Netflix is realistically a few years away, the stock could be worth a punt for investors with a medium-term view. For long-term investors, I believe it's a hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910316205,"gmtCreate":1663555851007,"gmtModify":1676537289781,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Blue blue mode 🔵","listText":"Blue blue mode 🔵","text":"Blue blue mode 🔵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910316205","repostId":"1138600846","repostType":2,"repost":{"id":"1138600846","kind":"news","pubTimestamp":1663554230,"share":"https://ttm.financial/m/news/1138600846?lang=&edition=fundamental","pubTime":"2022-09-19 10:23","market":"us","language":"en","title":"Intel Just Bottomed","url":"https://stock-news.laohu8.com/highlight/detail?id=1138600846","media":"Seeking Alpha","summary":"SummaryIntel, after the recent share decline due to declining earnings, currently does not look any ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel, after the recent share decline due to declining earnings, currently does not look any more or less expensive than in the past.</li><li>However, the reason earnings have declined is due to a sharp increase in investments to fuel future growth (which is causing a temporary decline in gross margin).</li><li>The underlying profitability of Intel’s business is unchanged (if anything, it is actually increasing because of CHIPS Act). Hence, the shares have declined by more than warranted.</li><li>Intel is objectively undervalued. Take advantage of the dip (base price target $60, bull case of $90).</li><li>No heroic assumptions or even turnaround is required (turnaround PT $150). Don’t bypass this gift from the market.</li></ul><p><b>Investment Thesis</b></p><p>In the wake of the share decline over the past few quarters, Intel (INTC) has become an increasingly compelling investment, as it has now become decisively undervalued. Simply put, Intel is currently sacrificing near-term earnings in order to grow its factory network and invest in new emerging businesses (while strengthening its existing ones). In addition, and admittedly, Intel&#39;s revenue is currently undergoing a nosedive, but it should be pointed out that this is mostly isolated to the PC business.</p><p>Hence, as besides this nothing has inherently changed about the profitability of the underlying business, once the dust settles and Intel returns to growth and gains leverage from its investments, the stock is likely to end up looking severely undervalued at the current price in the low $30s or even high $20s... regardless of the exact success of the turnaround being undertaken. As such, the stock is a strong value pick, with strong additional upside potential if Intel succeeds in Pat Gelsinger&#39;s plan.</p><p><b>Executive summary</b></p><p>Although more moving pieces are discussed below, the simplest argument and indicator would be to simply look at Intel&#39;s incredible capital intensity of 42% in 2022, which compares to the long-term target of 25% (and could likely be even lower in a no-growth scenario). This should indicate that Intel is currently simply heavily investing for the future. No, the dividend is not at risk, as without these investments the free cash flow would not be in the red. As any growth investor knows, this is called sacrificing near-term profitability for long-term growth and competitiveness (and it is what Intel should have done at least half a decade ago already).</p><p>Undervalued</p><p>In the following sections I will build up an argument for what Intel is (or should be) worth.</p><p><b>Declining profitability</b></p><p>Since ultimately a stock tends to follow its company&#39;s financials (revenue, profitability, free cash flow), in hindsight it is probably no surprise that Intel&#39;s stock has seen pressure over the last year.</p><p>First, it is no secret that Intel&#39;s gross margin has been cratering, which has put pressure on Intel&#39;s profitability. This news was likely part of the reason why the shares cratered from ~$56 to ~$49 a year ago when Intel detailed the first multi-year financial details of its turnaround plan (in the wake of delaying the investor meeting due to the CFO transition).</p><p><img src=\"https://static.tigerbbs.com/09165cdf485b287412e7c1e19b501caa\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Own work</p><p>Secondly, Intel&#39;s expenses have trended upwards as Intel has fallen behind due to technological blunders (the process node and hence product delays), likely at least in part due to underinvestment (likely due to former management overly focusing on near-term financial performance). To wit, R&amp;D and employee count have increased rather noticeably since Pat Gelsinger joined, as well as capex.</p><p><img src=\"https://static.tigerbbs.com/3f13e90b4edf4f42d961cd45eb7e4ec8\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Own work</p><p>Thirdly, while the current investments are pressuring the bottom line, the cratering of the PC market this year is now also shrinking the top line.</p><p><b>Economics unchanged</b></p><p>However, I would argue that ultimately the (unit) economics - the fundamentals - of Intel&#39;s business are unchanged, and hence so is the long-term outlook. Since everyone agrees that Intel is in turnaround mode, I cannot prove this statement by pointing at anything going on inside Intel currently, but this should be obvious when looking at Intel&#39;s past financial performance as well the financial performance of Intel&#39;s peers such as AMD (AMD), Nvidia (NVDA) and TSMC (TSM).</p><p>Nevertheless, this still leaves investors with the question of what is (mostly) dragging down the current earnings power of Intel, and how worrisome this should be. In other words, are there real concerns, or is the market being myopic about the near-term downward trend (which begs for being taken advantage of by long-term investors)?</p><p>Skipping over this question and reminding investors of how big this potential earnings power really is, as a baseline Intel had a net income of over $20B in 2020/21. With ~4.1B shares outstanding, this translates into an EPS of over $5. Assigning a conservative of multiple of 10x P/E, this means Intel shares rightfully traded at $50 back then. Hence, if the earnings would recover and the multiple would increase a bit further, perhaps to 12x P/E, the shares could easily double from here.</p><p>Now, if as claimed Intel&#39;s economics really are unchanged, then Intel in principle really should be able to return to those previous EPS figures, which means the shares could go back to where they were previously, making the premise of doubling one&#39;s investment a reality.</p><p><b>Quantifying the decline</b></p><p>As it turns out, the answer of how feasible this actually is… is nuanced. As just argued, at least part of why Intel got itself into so much trouble is arguably because it invested too little, which made it vulnerable to a resurgence in competition.</p><p>To that end, Intel is currently well on track to add $5B in annual R&amp;D expenses. So to understand why this complicates matters, as a thought experiment, if Intel had done so already in 2020/21, then this would have reduced earnings by around $5B, reducing EPS by up to 25%. But this in turn implies Intel really &#34;should&#34; have traded (to approximation) all along in the $40-50 range instead of $50-60. Ouch.</p><p>This shows that saying Intel simply has to return to its previous share price is misleading, since the present clearly shows that Intel as a matter of fact underinvested in its business. Else by definition it wouldn&#39;t have got itself into so much trouble competitively.</p><p>Even then, though, the current low-$30 price is still significantly below what a healthily R&amp;D-investing Intel &#34;should&#34; be worth ($40-50). So what gives? Clearly the discrepancy still has not been fully accounted for.</p><p>The second major item to highlight in that regard is the gross margin, which has declined by about 10 points. Indeed, if one assumes Intel had only 50% gross margin in 2020, then this would have cost Intel well over $5B in earnings.</p><p>The sum earnings cost of R&amp;D increase and gross margin decline is over $10B, which halves the EPS. Now we have indeed squared the circle: if Intel had earned only $2.5 in EPS in 2020, then a price of $30 seems fairly valued for a slowly growing company at best.</p><p><b>Opportunity</b></p><p>However, there is a major catch, as here the first signs of a contradiction appear and should raise a major red flag: Intel spending an additional $5B in R&amp;D to maintain leadership cannot (or at the very least should not) be reconcilable with a mere 50% gross margin.</p><p>Clearly investors should still expect Intel to return to its 55-65% long-term target, which is indeed Intel&#39;s (long-term) plan. To be clear: this means the stock has the potential to appreciate by about $1 EPS and hence about $10 in value once Intel recovers its historical margin profile.</p><p><img src=\"https://static.tigerbbs.com/6458c90e7f3fbb929da4264c9b1cc893\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Intel</p><p><b>Gross margin decline</b></p><p>While it is easy to draw the path to recovery in a PowerPoint, it does warrant some discussion. In particular, while clearly regaining process leadership should be seen as a proxy for being able to recover the margin erosion from the last two years, this alone is not sufficient.</p><p>First, as a reminder, the reason process leadership equals gross margin leadership is because Moore&#39;s Law is an economic law that is ultimately about the cost per transistor declining. (If it didn&#39;t, then a doubling of the transistor count would simply double the cost of a chip.) Hence, with a process leadership a fab can use its cheaper transistors in such a way that it splits its chips into (1) a bit more performance (correlated to more transistors per chip) for its customers (versus competitor chips) while (2) also having a bit more profitability per chip (versus competitor chips).</p><p>This is a similar trade-off in how a chip designer can decide to use the higher performance per watt of leading edge transistors to deliver either (1) much more performance, (2) much less power, or (3) a bit more performance combined with a bit less power.</p><p>Secondly, investors should be reminded that Intel&#39;s lower gross margin isn&#39;t just because it has lost its process leadership. In fact, at the time of writing there are still no PC nor data center CPUs in the market built on 5nm process technology, which means that Intel is actually on par to the competition in process tech.</p><p>Instead, the main reason for the low gross margin is arguably the cost structure of the 10nm node. As the former CFO had warned investors of since 2019 already, 10nm would never achieve the very high margins of the overused (and hence quite depreciated) 14nm node that came before. Even if 10nm by now is also getting old, the issue remains that Intel has never been able to achieve the yield (defect density) that it has historically been able to achieve, offsetting any theoretical cost advantage of the node.</p><p>Note that the solution here is to leverage the EUV lithography equipment from ASML (ASML), which TSMC has been doing since 5nm in 2020. This is indeed what Intel will start doing at Intel 4 - Intel has previously attributed the Intel 4 delay due to using too <i>little</i> EUV.</p><p>Thirdly and lastly, note that the fast transition from Intel 4/3 to 20/18A means that there will be a prolonged, almost continuous, period of (1) factory start-ups, which were historically years of lower gross margin as Intel prepared for the Tick in Tick-Tock, and (2) both of these nodes will hence also be quite early in their yield learning curve, which means there will be little volume on depreciated nodes to act as buffer for the gross margin decline (with the only &#34;buffer&#34; being the costly, mediocre yielding 10nm node).</p><p>In summary, Pat Gelsinger wasn&#39;t kidding when he said regaining process leadership is Intel&#39;s &#34;true North Star&#34;, as this allows for a flywheel that will act as rising tide to lift all boats. To wit, process leadership by definition (although Intel for now has defined it as performance per watt) means lower cost per transistor than the competition. In addition, the performance per watt benefit of leadership transistors will allow to create leadership products for which Intel can then charge leadership (premium) prices. Meanwhile, the widespread adoption of EUV, and even being the first to introduce the next-gen &#34;high-NA&#34; EUV in high-volume manufacturing, should improve the yield learning rate and defect density.</p><p><b>The magic act</b></p><p>Which brings me to the third point for why Intel&#39;s financials are deflated. Intel is not just investing on the R&amp;D side, but also on the capex side in anticipation of future growth. In essence, Intel is taking a page out of the growth stock playback by already spending as if it were a $100B company, despite achieving just $80B revenue in 2021 and guiding for $65B in 2022 (including a $5B decline from the NAND sale).</p><p>As investors know, Intel is investing in three emerging businesses in particular, which I&#39;m sure Pat Gelsinger aims for to become at least $10B in size each by 2030 or earlier: (1) the gaming and AI business, (2) Mobileye autonomous driving and robotaxis, and (3) the new foundry business. Assuming these each become $10B in size, then indeed Intel would be a $100B company without requiring any growth from its three main businesses (PC, data center and network/edge). However, Intel is aiming to also grow the latter two, with data center being work in progress, at double digits, so Intel could eventually still become much larger in size.</p><p>To quantify this, remember how the increasing R&amp;D and declining gross margin each represented over $5B in earnings loss. In contrast, capex alone has surged from $14-19B in 2020-21 to $27B gross capex in 2022. This means capex has increased by $10-15B, which explains why the free cash flow is becoming negative in 2022, with no recovery expected until 2025.</p><p>Tying this back to the previous discussion about process leadership, there are several reasons for this. First, Pat Gelsinger once said Intel had simply underinvested in fabs (which explains the shortages in 2018/19 and again in 2020/21). Secondly, as mentioned above in order to regain process leadership Intel<i>needs</i>to introduce nodes at a much quicker pace, which means Intel will need to start preparing 20/18A very quickly after 4/3. Both of these nodes will also introduce substantial use of EUV for the first time in an Intel fab. These are $140M+ tools. Thirdly, the fab buildout in anticipation of future demand.</p><p>While Pat Gelsinger currently looks like the bogeyman, guess who will be the last to laugh once Intel has secured a long list of top-notch foundry customers (including the likes of Qualcomm (QCOM), Cisco (CSCO) and Nvidia (NVDA)) in the back half of the decade, eagerly willing to fill Intel&#39;s fabs with demand for its newfound industry-leading process tech. Nevertheless, for the purpose of this article this should be seen as additional upside not present in the base case.</p><p>Overall, Intel&#39;s capital intensity in 2022 will be an astonishing 42% ($27B on $65B revenue). For comparison, Intel&#39;s long-term guidance is for 25%. This confirms the above statement that Intel is currently investing as if it is already a $100B revenue company. Alas, since investors are currently only seeing the cost part of being a $100B company without the actual returns, the stock is getting hammered. Nevertheless, even in the worst-case if the forecasted demand does not quite materialize, then by the end of the investment period Intel will still be back to process leadership (or clear parity at worst) and the capital intensity will drop in order to match the true demand levels.</p><p>This, ultimately, is what I meant by economics remain unchanged: there is simply no way capex would indefinitely remain at 42% of revenue in the worst-case no-growth scenario.</p><p>In addition, due to the E.U. and U.S. CHIPS Acts, Intel is currently able to build fabs at a historical discount. If Intel gets the full 30% offset, then it will be building multiple $10B fabs for just $7B. Needless to say this improves the underlying economics even further.</p><p><b>Preliminary takeaways</b></p><p>Pat Gelsinger asked for and got the unconditional support from the Board, and the current investment period shows exactly why. After being overzealous with stock buybacks in the last half a decade, Intel has now become a stock for the patient, and needs to spend literally tons of money in order to catch up on R&amp;D underinvestment, regain its once unquestioned process leadership, and build fabs to cater to future demand that neither analysts not investors are willing to bet will really materialize.</p><p>Nevertheless, the analysis above has shown that Intel has more leverage than it may seem. While obviously the increase in R&amp;D is a must, on the capex side Intel is at an obscene 42% intensity in 2022, in order to prepare for the items just mentioned (process leadership and future demand/growth). This is just a fact of the turnaround plan and investors should simply and must only accept that Intel is not investing in tulips or NFTs, but in real fabs that in just two years from now will start outputting vast volumes of literally industry-leading 20A and 18A wafers.</p><p>Once those wafers get assembled into full products, it should become obvious why Intel is making these current investments, even if to the present-day observer it all looks like black magic at best. Maybe because it is back magic.</p><p><b>Reality check</b></p><p>As of September 2022, all nodes through 18A still remain on or ahead of schedule, as has been the case for the last 24+ months. As proof points:</p><ol><li>Intel 4 will start ramping in the coming months, so the visibility here is great, although some (unconfirmed) rumors (FUD?) say that Intel 4 is trending behind in terms of yield.</li><li>Intel said the progress of Intel 3 was the reason to forward-port Granite Rapids and Sierra Forest to this node. DCAI exec Sandra Rivera seemed to indicate that this is one of the nodes ahead of schedule: &#34;But we also knew that we were actually executing a bit ahead on the process technology road map and the opportunity to leverage the Intel 3, the higher-performing libraries and to get more performance on the Granite platform.&#34;</li><li>Sandra Rivera also said 20A and 18A are ahead of schedule: &#34;Intel 4, ready for production end of this year with our client product; and then Intel 3, derivative of Intel 4; and then 20A and 18A all are ahead of schedule.&#34;</li><li>As proof point of 18A being ahead of schedule, in February Intel pulled in 18A from &#34;early 2025&#34; to H2&#39;24.</li><li>Intel has mentioned that starting in the second half of 2022 it is expecting multiple test chips, including from foundry customers, in particular on Intel 3 and 18A (which are going to be the high volume nodes).</li><li>As a counterfactual, if Intel really was struggling with RibbonFET and PowerVia, there is really no way in which Intel could say with a straight face it is &#34;on track&#34; (never mind &#34;ahead of schedule&#34;) to start manufacturing 20A in around 18 months from now.</li></ol><p>This is the plan for which Intel is spending tons of R&amp;D (both for the fundamental technology as well as for the products that will populate these fabs and nodes, to have the products ready when the process is) as well as capex to have the fabs ready to ramp when the process is.</p><p>To come back to the sixth point, aninternet user recently pointed outthe by now obviously<i>underappreciated</i>turnaround of being able to start 20/18A production in 2024:</p><blockquote>The same Intel that can&#39;t get any EUV chips out the door until next year, is suddenly going to race past everyone and do that and implement a new transistor type and restructuring of the entire silicon stack in the next 24 months? Does anyone seriously believe that?</blockquote><p>The answer is, yes.</p><p><b>Financial modeling</b></p><p>Investors may be looking to test the theory above in terms of possible financials, which are summarized below.</p><p><img src=\"https://static.tigerbbs.com/c76619f515e961a66d9acc918d238ecd\" tg-width=\"502\" tg-height=\"458\" width=\"100%\" height=\"auto\"/></p><p>Let&#39;s carefully walk through this table which displays standard earnings disclosures.</p><p>The first two columns are historical non-GAAP performances from 2020 and 2021 for comparison. As discussed, R&amp;D spending is low so EPS is high.</p><p>The third column displays the guidance for 2022. It neatly shows how lower revenue, lower gross margin and higher R&amp;D are together conspiring to decrease the operating margin by 20 points (two-thirds). Note that the EPS as calculated from this table is lower than Intel&#39;s guidance. The GAAP guidance is displayed in square brackets; the non-GAAP guidance stands at $2.30.</p><p>The next two columns (2026) are based on Intel&#39;s guidance at investor meeting in February. The first column is based on $121B revenue, but this is likely for illustrative purposes only: there was a graph in the CFO presentation that had bars for 2021, 2023 and 2026 revenue, and $121B revenue is the result of assuming those revenue bars were to scale. However, Intel has not explicitly guided to this number for 2026, and a small reality check shows that $121B revenue in 2026 is impossible, as Intel&#39;s guidance is at most high single digit growth in 2023/24 and low double digit growth in 2025/26.</p><p>Hence, the most realistic bull case would be $100B revenue in 2026 with 56% gross margin as the midpoint of Intel&#39;s long-term guidance. Of course, note that $76B revenue in 2022 is used as the baseline, so it may be necessary to remove ~$10B if $65B becomes the new baseline.</p><p>Since this may scare some investors, remember that the decline is mostly due to the PC decline, which changes absolutely nothing about Intel&#39;s ability to grow its emerging businesses. In other words, estimating Intel&#39;s revenue is not possible just by assuming some CAGR, but instead comprises a sum of six individual parts. In other words, since PC was always the slowest growing segment, then if anything the PC decline either increases Intel&#39;s likelihood of hitting its target growth rates, or even to surpass them.</p><p>Lastly, the final column shows a possible long-term scenario with $100B revenue in 2030. Assuming Mobileye, GPU and foundry each become $10B+ in size, this is certainly feasible, especially if NEX and DCAI keep growing at their intended rates. (A base case scenario for 2030 that I made in 2020 was targeting $120-140B, with the upside case approaching $180B.)</p><p>Overall, the message here is that even when being generous with the R&amp;D spending and tax rate, and being fairly conservative with the gross margin and extremely conservative with the P/E multiple, Intel (as expected) should be able to achieve sufficient leverage as it approaches $100B revenue, and deliver new all-time high EPS results over time.</p><p>Let&#39;s emphasize again that none of this requires any heroic assumptions. None of this is assuming any kind of turnaround, just a return to historical execution (on increased R&amp;D). For comparison, the semiconductor industry is forecasted to double to $1T by 2030, while none of the suggested models above come anywhere close to that performance… Except I suppose if one extrapolates further double digit growth from the 2026 models, then Intel could indeed double its revenue by 2030.</p><p>Obviously, though, at this point doubling revenue just be regarded as a stretch goal beyond the current goals, beyond the scope of this article. Nevertheless, philosophically speaking, if Intel becomes successful in all three of its new businesses, then Intel will have effectively doubled the amount of full-blown businesses it has, so doubling revenue over the next 10-20 years shouldn&#39;t be completely unfeasible, unrealistic or unthinkable either.</p><p>But overall, to summarize, even in the low-growth scenario where Intel slowly grows to ~$100B by 2030, it should be possible to deliver over $6 EPS, which would double the stock price given a &#34;best-in-class&#34; 10x P/E multiple. A more average 15x multiple would entail a $90 PT. A turnaround scenario would entail (as Pat Gelsinger informally touted in February) doubling earnings (&gt;$10 EPS), yielding triple digit price targets.</p><p><b>Risks</b></p><p>While the capex leverage is de-risked due to the CHIPS Act and at worst simply managing fab investments to where the demand signals are, the main risk is that the ongoing increase in R&amp;D will obviously continue to eat away the artificially inflated EPS of the last half a decade. So to be clear, while the thesis of this article is simply to return to the high-end of the range where Intel has traded at over the last few years, this will require some revenue growth (from a combination of existing and emerging businesses), but this is also what Intel is investing in.</p><p>In other words, something that investors perhaps missed, which is an unsung insight, is that the turnaround isn&#39;t just about Intel regaining process and technology leadership, but also to reaccelerate the growth (Intel actually had a fairly reasonable growth from 2015-2021). Although it is obviously a coincidence that current macro environment (financial bottom) coincides with the technology bottom (the end of 10nm, just before the ramp of Intel 4).</p><p>Secondly, the risk is also in mistiming the bottom of the turnaround. The bottom wasn&#39;t when Bob Swan was kicked and Pat Gelsinger joined; as just mentioned the bottom is...<i>now</i>.</p><p>How can one be this certain about the bottom? The observation that 20A is &#34;on track&#34; to ramp in around 18 months, and the stock now being down by well over 50% vastly increases the likelihood of being close (enough) to the bottom. Remember also how above a case was made for Intel being worth ~$30 in the case of ~50% gross margin and inflated R&amp;D spending. (Since Intel as discussed has a clear path towards gross margin recovery, it is already undervalued at $30.)</p><p>Thirdly and lastly, some investors may take issue with the statement that $100B revenue over time is realistic. However, while some of Intel&#39;s businesses are still quite small, the market opportunity in IoT, 5G networking, data center, data center accelerators and AI, graphics and HPC, robotaxis and autonomous driving, and foundry are enormous. Intel is clearly indexed to nearly all of the semiconductor growth segments(aside from PC).</p><p><b>Investor Takeaway</b></p><p>Although admittedly I have been an Intel bull for far longer than the most recent stock decline, the &#34;beauty&#34; of the share price plummeting over the last few quarters is that it is becoming increasingly easy to make a bull case for owning the shares (as being objectively undervalued currently) and delivering market-beating returns.</p><p>Previously, one would have to be convicted in the turnaround, but now it &#34;simply&#34; suffices for the stock to return to a price it has traded at before, which means the stock could/would double.</p><p>As argued at elaborate length, the reason this is possible is because none of the Intel fundamentals have changed, which means this former price range shouldn&#39;t remain out of reach forever. The ingredients that will make this possible are leverage in both revenue and gross margins as investments start to yield results over time. (Note that due to underinvestment under prior management, which artificially inflated EPS, admittedly Intel perhaps never had a business trading in the $50-60 range to begin with, so some revenue growth is indeed required.)</p><p>As case in point, even in the worst-case scenario where Intel was underinvesting by $5B annually, this still leaves the conclusion that Intel is undervalued, since it really should be (or should have been) trading in the $40-50 range, assuming a very conservative 10x P/E multiple. Note that in such a &#34;proper investing scenario&#34;, Intel likely would not have dug itself into such a disastrous hole technology-wise in the first place, so the gross margin would still be around 60%. Alas, in the real world Intel currently has to heavily spend to catch up while the gross margin has also declined by an abysmal 10 points, never mind the top line also contracting by $10B due to a recession.</p><p>This is obviously why it is called a turnaround. It&#39;s just that people may have (incorrectly) assumed that Intel had already bottomed when Pat Gelsinger became CEO. Even in the 2019 investor meeting plan (where Intel would deliver $85B revenue and $6 EPS by 2023/24), gross margin would bottom only in 2021 to 57% (without there being any guidance yet for gross margin beyond 2021) due to the &#34;confluence&#34; of 10nm/7nm nodes. Obviously, due to the 7nm delay, this confluence has been postponed by two years to 10nm/7nm/5nm (7/4/20A) in 2023.</p><p>In any case, Intel has a solid path to deliver all-time high EPS in the back half of this decade as it regains technology leadership as well as achieve leverage from its investments in R&amp;D in new and existing businesses and new fabs, reaching triple digit billion dollar revenue. Let&#39;s emphasize again that no black magic is necessary, just regaining a solid technology footing (and conservative growth from a combination of existing and emerging businesses). If one then assigns a 10x multiple on let&#39;s say $6 EPS, then Intel will have doubled your capital - ignoring any additional dividends. Of course, in the real turnaround case if Intel gets lucky to get a &gt;15x multiple on $10+ EPS…Valuing Intel Like Its Peers Yields A $210 Price Target.</p><p>I am putting a firm stake in the ground by claiming that currently is the financial (gross margin and revenue) and stock bottom. (The tech bottom will last another year as AMD starts rolling out its Zen 4 line-up and Intel 4/3 volume remains minimum until H1 2024.) If the stock does go lower, then that would simply only increase the gift the market is providing, as it was determined above that even a low gross margin, no growth and highly investing Intel would still be worth $30.</p><p>Of course though, odds are a highly investing Intel will eventually see gross margin and revenue expansion. Hence, I have more than doubled my (still relatively small) Intel investment over the last few months by taking advantage of this dip.</p><p>In conclusion, with the share price cratering, I am simply making the case Intel&#39;s fundamentals remain unchanged (as long as the return to process leadership or even parity remains unchanged, which it is). This in due time should warrant a &gt;$60 share price (assuming a meager 10x P/E multiple) as the revenue approaches and/or succeeds $100B over time. This is because, after half a decade of focusing on reducing costs, Intel is currently investing as if it already is such a $100B company, sacrificing near-term profitability for the long-term growth and health of the business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Just Bottomed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Just Bottomed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541648-intel-stock-just-bottomed-upside-potential?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel, after the recent share decline due to declining earnings, currently does not look any more or less expensive than in the past.However, the reason earnings have declined is due to a sharp...</p>\n\n<a href=\"https://seekingalpha.com/article/4541648-intel-stock-just-bottomed-upside-potential?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4541648-intel-stock-just-bottomed-upside-potential?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138600846","content_text":"SummaryIntel, after the recent share decline due to declining earnings, currently does not look any more or less expensive than in the past.However, the reason earnings have declined is due to a sharp increase in investments to fuel future growth (which is causing a temporary decline in gross margin).The underlying profitability of Intel’s business is unchanged (if anything, it is actually increasing because of CHIPS Act). Hence, the shares have declined by more than warranted.Intel is objectively undervalued. Take advantage of the dip (base price target $60, bull case of $90).No heroic assumptions or even turnaround is required (turnaround PT $150). Don’t bypass this gift from the market.Investment ThesisIn the wake of the share decline over the past few quarters, Intel (INTC) has become an increasingly compelling investment, as it has now become decisively undervalued. Simply put, Intel is currently sacrificing near-term earnings in order to grow its factory network and invest in new emerging businesses (while strengthening its existing ones). In addition, and admittedly, Intel's revenue is currently undergoing a nosedive, but it should be pointed out that this is mostly isolated to the PC business.Hence, as besides this nothing has inherently changed about the profitability of the underlying business, once the dust settles and Intel returns to growth and gains leverage from its investments, the stock is likely to end up looking severely undervalued at the current price in the low $30s or even high $20s... regardless of the exact success of the turnaround being undertaken. As such, the stock is a strong value pick, with strong additional upside potential if Intel succeeds in Pat Gelsinger's plan.Executive summaryAlthough more moving pieces are discussed below, the simplest argument and indicator would be to simply look at Intel's incredible capital intensity of 42% in 2022, which compares to the long-term target of 25% (and could likely be even lower in a no-growth scenario). This should indicate that Intel is currently simply heavily investing for the future. No, the dividend is not at risk, as without these investments the free cash flow would not be in the red. As any growth investor knows, this is called sacrificing near-term profitability for long-term growth and competitiveness (and it is what Intel should have done at least half a decade ago already).UndervaluedIn the following sections I will build up an argument for what Intel is (or should be) worth.Declining profitabilitySince ultimately a stock tends to follow its company's financials (revenue, profitability, free cash flow), in hindsight it is probably no surprise that Intel's stock has seen pressure over the last year.First, it is no secret that Intel's gross margin has been cratering, which has put pressure on Intel's profitability. This news was likely part of the reason why the shares cratered from ~$56 to ~$49 a year ago when Intel detailed the first multi-year financial details of its turnaround plan (in the wake of delaying the investor meeting due to the CFO transition).Own workSecondly, Intel's expenses have trended upwards as Intel has fallen behind due to technological blunders (the process node and hence product delays), likely at least in part due to underinvestment (likely due to former management overly focusing on near-term financial performance). To wit, R&D and employee count have increased rather noticeably since Pat Gelsinger joined, as well as capex.Own workThirdly, while the current investments are pressuring the bottom line, the cratering of the PC market this year is now also shrinking the top line.Economics unchangedHowever, I would argue that ultimately the (unit) economics - the fundamentals - of Intel's business are unchanged, and hence so is the long-term outlook. Since everyone agrees that Intel is in turnaround mode, I cannot prove this statement by pointing at anything going on inside Intel currently, but this should be obvious when looking at Intel's past financial performance as well the financial performance of Intel's peers such as AMD (AMD), Nvidia (NVDA) and TSMC (TSM).Nevertheless, this still leaves investors with the question of what is (mostly) dragging down the current earnings power of Intel, and how worrisome this should be. In other words, are there real concerns, or is the market being myopic about the near-term downward trend (which begs for being taken advantage of by long-term investors)?Skipping over this question and reminding investors of how big this potential earnings power really is, as a baseline Intel had a net income of over $20B in 2020/21. With ~4.1B shares outstanding, this translates into an EPS of over $5. Assigning a conservative of multiple of 10x P/E, this means Intel shares rightfully traded at $50 back then. Hence, if the earnings would recover and the multiple would increase a bit further, perhaps to 12x P/E, the shares could easily double from here.Now, if as claimed Intel's economics really are unchanged, then Intel in principle really should be able to return to those previous EPS figures, which means the shares could go back to where they were previously, making the premise of doubling one's investment a reality.Quantifying the declineAs it turns out, the answer of how feasible this actually is… is nuanced. As just argued, at least part of why Intel got itself into so much trouble is arguably because it invested too little, which made it vulnerable to a resurgence in competition.To that end, Intel is currently well on track to add $5B in annual R&D expenses. So to understand why this complicates matters, as a thought experiment, if Intel had done so already in 2020/21, then this would have reduced earnings by around $5B, reducing EPS by up to 25%. But this in turn implies Intel really \"should\" have traded (to approximation) all along in the $40-50 range instead of $50-60. Ouch.This shows that saying Intel simply has to return to its previous share price is misleading, since the present clearly shows that Intel as a matter of fact underinvested in its business. Else by definition it wouldn't have got itself into so much trouble competitively.Even then, though, the current low-$30 price is still significantly below what a healthily R&D-investing Intel \"should\" be worth ($40-50). So what gives? Clearly the discrepancy still has not been fully accounted for.The second major item to highlight in that regard is the gross margin, which has declined by about 10 points. Indeed, if one assumes Intel had only 50% gross margin in 2020, then this would have cost Intel well over $5B in earnings.The sum earnings cost of R&D increase and gross margin decline is over $10B, which halves the EPS. Now we have indeed squared the circle: if Intel had earned only $2.5 in EPS in 2020, then a price of $30 seems fairly valued for a slowly growing company at best.OpportunityHowever, there is a major catch, as here the first signs of a contradiction appear and should raise a major red flag: Intel spending an additional $5B in R&D to maintain leadership cannot (or at the very least should not) be reconcilable with a mere 50% gross margin.Clearly investors should still expect Intel to return to its 55-65% long-term target, which is indeed Intel's (long-term) plan. To be clear: this means the stock has the potential to appreciate by about $1 EPS and hence about $10 in value once Intel recovers its historical margin profile.IntelGross margin declineWhile it is easy to draw the path to recovery in a PowerPoint, it does warrant some discussion. In particular, while clearly regaining process leadership should be seen as a proxy for being able to recover the margin erosion from the last two years, this alone is not sufficient.First, as a reminder, the reason process leadership equals gross margin leadership is because Moore's Law is an economic law that is ultimately about the cost per transistor declining. (If it didn't, then a doubling of the transistor count would simply double the cost of a chip.) Hence, with a process leadership a fab can use its cheaper transistors in such a way that it splits its chips into (1) a bit more performance (correlated to more transistors per chip) for its customers (versus competitor chips) while (2) also having a bit more profitability per chip (versus competitor chips).This is a similar trade-off in how a chip designer can decide to use the higher performance per watt of leading edge transistors to deliver either (1) much more performance, (2) much less power, or (3) a bit more performance combined with a bit less power.Secondly, investors should be reminded that Intel's lower gross margin isn't just because it has lost its process leadership. In fact, at the time of writing there are still no PC nor data center CPUs in the market built on 5nm process technology, which means that Intel is actually on par to the competition in process tech.Instead, the main reason for the low gross margin is arguably the cost structure of the 10nm node. As the former CFO had warned investors of since 2019 already, 10nm would never achieve the very high margins of the overused (and hence quite depreciated) 14nm node that came before. Even if 10nm by now is also getting old, the issue remains that Intel has never been able to achieve the yield (defect density) that it has historically been able to achieve, offsetting any theoretical cost advantage of the node.Note that the solution here is to leverage the EUV lithography equipment from ASML (ASML), which TSMC has been doing since 5nm in 2020. This is indeed what Intel will start doing at Intel 4 - Intel has previously attributed the Intel 4 delay due to using too little EUV.Thirdly and lastly, note that the fast transition from Intel 4/3 to 20/18A means that there will be a prolonged, almost continuous, period of (1) factory start-ups, which were historically years of lower gross margin as Intel prepared for the Tick in Tick-Tock, and (2) both of these nodes will hence also be quite early in their yield learning curve, which means there will be little volume on depreciated nodes to act as buffer for the gross margin decline (with the only \"buffer\" being the costly, mediocre yielding 10nm node).In summary, Pat Gelsinger wasn't kidding when he said regaining process leadership is Intel's \"true North Star\", as this allows for a flywheel that will act as rising tide to lift all boats. To wit, process leadership by definition (although Intel for now has defined it as performance per watt) means lower cost per transistor than the competition. In addition, the performance per watt benefit of leadership transistors will allow to create leadership products for which Intel can then charge leadership (premium) prices. Meanwhile, the widespread adoption of EUV, and even being the first to introduce the next-gen \"high-NA\" EUV in high-volume manufacturing, should improve the yield learning rate and defect density.The magic actWhich brings me to the third point for why Intel's financials are deflated. Intel is not just investing on the R&D side, but also on the capex side in anticipation of future growth. In essence, Intel is taking a page out of the growth stock playback by already spending as if it were a $100B company, despite achieving just $80B revenue in 2021 and guiding for $65B in 2022 (including a $5B decline from the NAND sale).As investors know, Intel is investing in three emerging businesses in particular, which I'm sure Pat Gelsinger aims for to become at least $10B in size each by 2030 or earlier: (1) the gaming and AI business, (2) Mobileye autonomous driving and robotaxis, and (3) the new foundry business. Assuming these each become $10B in size, then indeed Intel would be a $100B company without requiring any growth from its three main businesses (PC, data center and network/edge). However, Intel is aiming to also grow the latter two, with data center being work in progress, at double digits, so Intel could eventually still become much larger in size.To quantify this, remember how the increasing R&D and declining gross margin each represented over $5B in earnings loss. In contrast, capex alone has surged from $14-19B in 2020-21 to $27B gross capex in 2022. This means capex has increased by $10-15B, which explains why the free cash flow is becoming negative in 2022, with no recovery expected until 2025.Tying this back to the previous discussion about process leadership, there are several reasons for this. First, Pat Gelsinger once said Intel had simply underinvested in fabs (which explains the shortages in 2018/19 and again in 2020/21). Secondly, as mentioned above in order to regain process leadership Intelneedsto introduce nodes at a much quicker pace, which means Intel will need to start preparing 20/18A very quickly after 4/3. Both of these nodes will also introduce substantial use of EUV for the first time in an Intel fab. These are $140M+ tools. Thirdly, the fab buildout in anticipation of future demand.While Pat Gelsinger currently looks like the bogeyman, guess who will be the last to laugh once Intel has secured a long list of top-notch foundry customers (including the likes of Qualcomm (QCOM), Cisco (CSCO) and Nvidia (NVDA)) in the back half of the decade, eagerly willing to fill Intel's fabs with demand for its newfound industry-leading process tech. Nevertheless, for the purpose of this article this should be seen as additional upside not present in the base case.Overall, Intel's capital intensity in 2022 will be an astonishing 42% ($27B on $65B revenue). For comparison, Intel's long-term guidance is for 25%. This confirms the above statement that Intel is currently investing as if it is already a $100B revenue company. Alas, since investors are currently only seeing the cost part of being a $100B company without the actual returns, the stock is getting hammered. Nevertheless, even in the worst-case if the forecasted demand does not quite materialize, then by the end of the investment period Intel will still be back to process leadership (or clear parity at worst) and the capital intensity will drop in order to match the true demand levels.This, ultimately, is what I meant by economics remain unchanged: there is simply no way capex would indefinitely remain at 42% of revenue in the worst-case no-growth scenario.In addition, due to the E.U. and U.S. CHIPS Acts, Intel is currently able to build fabs at a historical discount. If Intel gets the full 30% offset, then it will be building multiple $10B fabs for just $7B. Needless to say this improves the underlying economics even further.Preliminary takeawaysPat Gelsinger asked for and got the unconditional support from the Board, and the current investment period shows exactly why. After being overzealous with stock buybacks in the last half a decade, Intel has now become a stock for the patient, and needs to spend literally tons of money in order to catch up on R&D underinvestment, regain its once unquestioned process leadership, and build fabs to cater to future demand that neither analysts not investors are willing to bet will really materialize.Nevertheless, the analysis above has shown that Intel has more leverage than it may seem. While obviously the increase in R&D is a must, on the capex side Intel is at an obscene 42% intensity in 2022, in order to prepare for the items just mentioned (process leadership and future demand/growth). This is just a fact of the turnaround plan and investors should simply and must only accept that Intel is not investing in tulips or NFTs, but in real fabs that in just two years from now will start outputting vast volumes of literally industry-leading 20A and 18A wafers.Once those wafers get assembled into full products, it should become obvious why Intel is making these current investments, even if to the present-day observer it all looks like black magic at best. Maybe because it is back magic.Reality checkAs of September 2022, all nodes through 18A still remain on or ahead of schedule, as has been the case for the last 24+ months. As proof points:Intel 4 will start ramping in the coming months, so the visibility here is great, although some (unconfirmed) rumors (FUD?) say that Intel 4 is trending behind in terms of yield.Intel said the progress of Intel 3 was the reason to forward-port Granite Rapids and Sierra Forest to this node. DCAI exec Sandra Rivera seemed to indicate that this is one of the nodes ahead of schedule: \"But we also knew that we were actually executing a bit ahead on the process technology road map and the opportunity to leverage the Intel 3, the higher-performing libraries and to get more performance on the Granite platform.\"Sandra Rivera also said 20A and 18A are ahead of schedule: \"Intel 4, ready for production end of this year with our client product; and then Intel 3, derivative of Intel 4; and then 20A and 18A all are ahead of schedule.\"As proof point of 18A being ahead of schedule, in February Intel pulled in 18A from \"early 2025\" to H2'24.Intel has mentioned that starting in the second half of 2022 it is expecting multiple test chips, including from foundry customers, in particular on Intel 3 and 18A (which are going to be the high volume nodes).As a counterfactual, if Intel really was struggling with RibbonFET and PowerVia, there is really no way in which Intel could say with a straight face it is \"on track\" (never mind \"ahead of schedule\") to start manufacturing 20A in around 18 months from now.This is the plan for which Intel is spending tons of R&D (both for the fundamental technology as well as for the products that will populate these fabs and nodes, to have the products ready when the process is) as well as capex to have the fabs ready to ramp when the process is.To come back to the sixth point, aninternet user recently pointed outthe by now obviouslyunderappreciatedturnaround of being able to start 20/18A production in 2024:The same Intel that can't get any EUV chips out the door until next year, is suddenly going to race past everyone and do that and implement a new transistor type and restructuring of the entire silicon stack in the next 24 months? Does anyone seriously believe that?The answer is, yes.Financial modelingInvestors may be looking to test the theory above in terms of possible financials, which are summarized below.Let's carefully walk through this table which displays standard earnings disclosures.The first two columns are historical non-GAAP performances from 2020 and 2021 for comparison. As discussed, R&D spending is low so EPS is high.The third column displays the guidance for 2022. It neatly shows how lower revenue, lower gross margin and higher R&D are together conspiring to decrease the operating margin by 20 points (two-thirds). Note that the EPS as calculated from this table is lower than Intel's guidance. The GAAP guidance is displayed in square brackets; the non-GAAP guidance stands at $2.30.The next two columns (2026) are based on Intel's guidance at investor meeting in February. The first column is based on $121B revenue, but this is likely for illustrative purposes only: there was a graph in the CFO presentation that had bars for 2021, 2023 and 2026 revenue, and $121B revenue is the result of assuming those revenue bars were to scale. However, Intel has not explicitly guided to this number for 2026, and a small reality check shows that $121B revenue in 2026 is impossible, as Intel's guidance is at most high single digit growth in 2023/24 and low double digit growth in 2025/26.Hence, the most realistic bull case would be $100B revenue in 2026 with 56% gross margin as the midpoint of Intel's long-term guidance. Of course, note that $76B revenue in 2022 is used as the baseline, so it may be necessary to remove ~$10B if $65B becomes the new baseline.Since this may scare some investors, remember that the decline is mostly due to the PC decline, which changes absolutely nothing about Intel's ability to grow its emerging businesses. In other words, estimating Intel's revenue is not possible just by assuming some CAGR, but instead comprises a sum of six individual parts. In other words, since PC was always the slowest growing segment, then if anything the PC decline either increases Intel's likelihood of hitting its target growth rates, or even to surpass them.Lastly, the final column shows a possible long-term scenario with $100B revenue in 2030. Assuming Mobileye, GPU and foundry each become $10B+ in size, this is certainly feasible, especially if NEX and DCAI keep growing at their intended rates. (A base case scenario for 2030 that I made in 2020 was targeting $120-140B, with the upside case approaching $180B.)Overall, the message here is that even when being generous with the R&D spending and tax rate, and being fairly conservative with the gross margin and extremely conservative with the P/E multiple, Intel (as expected) should be able to achieve sufficient leverage as it approaches $100B revenue, and deliver new all-time high EPS results over time.Let's emphasize again that none of this requires any heroic assumptions. None of this is assuming any kind of turnaround, just a return to historical execution (on increased R&D). For comparison, the semiconductor industry is forecasted to double to $1T by 2030, while none of the suggested models above come anywhere close to that performance… Except I suppose if one extrapolates further double digit growth from the 2026 models, then Intel could indeed double its revenue by 2030.Obviously, though, at this point doubling revenue just be regarded as a stretch goal beyond the current goals, beyond the scope of this article. Nevertheless, philosophically speaking, if Intel becomes successful in all three of its new businesses, then Intel will have effectively doubled the amount of full-blown businesses it has, so doubling revenue over the next 10-20 years shouldn't be completely unfeasible, unrealistic or unthinkable either.But overall, to summarize, even in the low-growth scenario where Intel slowly grows to ~$100B by 2030, it should be possible to deliver over $6 EPS, which would double the stock price given a \"best-in-class\" 10x P/E multiple. A more average 15x multiple would entail a $90 PT. A turnaround scenario would entail (as Pat Gelsinger informally touted in February) doubling earnings (>$10 EPS), yielding triple digit price targets.RisksWhile the capex leverage is de-risked due to the CHIPS Act and at worst simply managing fab investments to where the demand signals are, the main risk is that the ongoing increase in R&D will obviously continue to eat away the artificially inflated EPS of the last half a decade. So to be clear, while the thesis of this article is simply to return to the high-end of the range where Intel has traded at over the last few years, this will require some revenue growth (from a combination of existing and emerging businesses), but this is also what Intel is investing in.In other words, something that investors perhaps missed, which is an unsung insight, is that the turnaround isn't just about Intel regaining process and technology leadership, but also to reaccelerate the growth (Intel actually had a fairly reasonable growth from 2015-2021). Although it is obviously a coincidence that current macro environment (financial bottom) coincides with the technology bottom (the end of 10nm, just before the ramp of Intel 4).Secondly, the risk is also in mistiming the bottom of the turnaround. The bottom wasn't when Bob Swan was kicked and Pat Gelsinger joined; as just mentioned the bottom is...now.How can one be this certain about the bottom? The observation that 20A is \"on track\" to ramp in around 18 months, and the stock now being down by well over 50% vastly increases the likelihood of being close (enough) to the bottom. Remember also how above a case was made for Intel being worth ~$30 in the case of ~50% gross margin and inflated R&D spending. (Since Intel as discussed has a clear path towards gross margin recovery, it is already undervalued at $30.)Thirdly and lastly, some investors may take issue with the statement that $100B revenue over time is realistic. However, while some of Intel's businesses are still quite small, the market opportunity in IoT, 5G networking, data center, data center accelerators and AI, graphics and HPC, robotaxis and autonomous driving, and foundry are enormous. Intel is clearly indexed to nearly all of the semiconductor growth segments(aside from PC).Investor TakeawayAlthough admittedly I have been an Intel bull for far longer than the most recent stock decline, the \"beauty\" of the share price plummeting over the last few quarters is that it is becoming increasingly easy to make a bull case for owning the shares (as being objectively undervalued currently) and delivering market-beating returns.Previously, one would have to be convicted in the turnaround, but now it \"simply\" suffices for the stock to return to a price it has traded at before, which means the stock could/would double.As argued at elaborate length, the reason this is possible is because none of the Intel fundamentals have changed, which means this former price range shouldn't remain out of reach forever. The ingredients that will make this possible are leverage in both revenue and gross margins as investments start to yield results over time. (Note that due to underinvestment under prior management, which artificially inflated EPS, admittedly Intel perhaps never had a business trading in the $50-60 range to begin with, so some revenue growth is indeed required.)As case in point, even in the worst-case scenario where Intel was underinvesting by $5B annually, this still leaves the conclusion that Intel is undervalued, since it really should be (or should have been) trading in the $40-50 range, assuming a very conservative 10x P/E multiple. Note that in such a \"proper investing scenario\", Intel likely would not have dug itself into such a disastrous hole technology-wise in the first place, so the gross margin would still be around 60%. Alas, in the real world Intel currently has to heavily spend to catch up while the gross margin has also declined by an abysmal 10 points, never mind the top line also contracting by $10B due to a recession.This is obviously why it is called a turnaround. It's just that people may have (incorrectly) assumed that Intel had already bottomed when Pat Gelsinger became CEO. Even in the 2019 investor meeting plan (where Intel would deliver $85B revenue and $6 EPS by 2023/24), gross margin would bottom only in 2021 to 57% (without there being any guidance yet for gross margin beyond 2021) due to the \"confluence\" of 10nm/7nm nodes. Obviously, due to the 7nm delay, this confluence has been postponed by two years to 10nm/7nm/5nm (7/4/20A) in 2023.In any case, Intel has a solid path to deliver all-time high EPS in the back half of this decade as it regains technology leadership as well as achieve leverage from its investments in R&D in new and existing businesses and new fabs, reaching triple digit billion dollar revenue. Let's emphasize again that no black magic is necessary, just regaining a solid technology footing (and conservative growth from a combination of existing and emerging businesses). If one then assigns a 10x multiple on let's say $6 EPS, then Intel will have doubled your capital - ignoring any additional dividends. Of course, in the real turnaround case if Intel gets lucky to get a >15x multiple on $10+ EPS…Valuing Intel Like Its Peers Yields A $210 Price Target.I am putting a firm stake in the ground by claiming that currently is the financial (gross margin and revenue) and stock bottom. (The tech bottom will last another year as AMD starts rolling out its Zen 4 line-up and Intel 4/3 volume remains minimum until H1 2024.) If the stock does go lower, then that would simply only increase the gift the market is providing, as it was determined above that even a low gross margin, no growth and highly investing Intel would still be worth $30.Of course though, odds are a highly investing Intel will eventually see gross margin and revenue expansion. Hence, I have more than doubled my (still relatively small) Intel investment over the last few months by taking advantage of this dip.In conclusion, with the share price cratering, I am simply making the case Intel's fundamentals remain unchanged (as long as the return to process leadership or even parity remains unchanged, which it is). This in due time should warrant a >$60 share price (assuming a meager 10x P/E multiple) as the revenue approaches and/or succeeds $100B over time. This is because, after half a decade of focusing on reducing costs, Intel is currently investing as if it already is such a $100B company, sacrificing near-term profitability for the long-term growth and health of the business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937793223,"gmtCreate":1663497893462,"gmtModify":1676537279607,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"I don't think so 🌚","listText":"I don't think so 🌚","text":"I don't think so 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937793223","repostId":"1178217025","repostType":2,"repost":{"id":"1178217025","kind":"news","pubTimestamp":1663469307,"share":"https://ttm.financial/m/news/1178217025?lang=&edition=fundamental","pubTime":"2022-09-18 10:48","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1178217025","media":"Motley Fool","summary":"These value stocks also look a lot like growth stocks -- offering the best of both worlds.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Meta Platforms is a social media juggernaut with high hopes for its &#34;Reality Labs&#34; business.</li><li>ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.</li><li>ASML Holding is a major supplier to semiconductor companies and is seeing great demand for its products.</li></ul><p>Growth stocks tend to be exciting: The companies behind them are typically expanding their revenues at a relatively rapid clip, with the stock shares following suit. But there&#39;s a problem -- growth stocks are not always attractively valued. If you buy one when it&#39;s overvalued, it stands a decent chance of declining in the near term.</p><p>So you might want to consider being more of a value investor, seeking terrific undervalued stocks. Better still, you might look for fast-growing companies with undervalued shares. If you find them, you&#39;ll end up with stocks that reflect both growth and value.</p><p>Here are three stocks that seem meaningfully undervalued, and each of them could be considered a growth stock, as well. They&#39;re solid candidates if you have $5,000 to spend -- and even if you have $1,000 or $50,000 to spend.</p><h2><b>1. Meta Platforms</b></h2><p><b>Meta Platforms</b> is the company you might know as Facebook, but it changed its name in 2021 to reflect the scope of its operations and ambitions beyond its original social media platform. Its social media operations are rather enormous, though, with nearly 3 billion monthly active users and nearly 2 billion daily active users for Facebook alone. When you add in its other platforms -- which include Instagram, Messenger, and WhatsApp -- it has close to 3 billion daily active users.</p><p>Meanwhile, according to the company, &#34;Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology,&#34; -- thus its other main division, &#34;Reality Labs.&#34; So far, it&#39;s far from a big money-making enterprise, but management has high hopes for it. The company is also chasing additional profits from expanded e-commerce operations, greater use of artificial intelligence for driving content recommendations, and its answer to TikTok videos -- reels.</p><p>So why might Meta Platforms be a value stock? Well, its recent performances have disappointed investors, and their responses to its results, along with the overall market downturn, have sent its shares down by nearly 60% from their 52-week high. Now, they trade at a forward price-to-earnings ratio of 14, well below their five-year average of 27. This could be a great buying opportunity for long-term believers in Mark Zuckerberg and his business.</p><h2><b>2. ServiceNow</b></h2><p><b>ServiceNow</b>, has a market cap of more than $90 billion, but its shares have fallen this year to about 36% below their 52-week high. The software-as-a-service company describes itself like this: &#34;Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow&#34; and so &#34;employees and customers can be more connected, more innovative, and more agile.&#34;</p><p>Its second quarter featured subscription revenue of $1.7 billion, up 25% year over year, and total revenue of $1.8 billion, up 24%. Subscription income can be a big plus for a business, as it tends to keep recurring regularly, making it easier for management to plan. The company also noted: &#34;ServiceNow continues to expand its global footprint with more than 100 customers now paying over $10 million in annual contract value in Q2 2022, up more than 50% year‑over‑year.&#34;</p><p>Clearly, this is an attractive business -- and it&#39;s trading at attractive levels, too, with a recent forward-price-to-earnings ratio of 52, well below its five-year average of 80.</p><h2><b>3. ASML Holding</b></h2><p>Netherlands-based <b>ASML Holding</b> is, in its own words, &#34;a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips.&#34; Its market cap recently was near $185 billion, and it employs some 35,000 people.</p><p>The company&#39;s second-quarter report was a bit of a mixed bag. On the one hand, it booked a record level of new orders and the company&#39;s backlog of orders stands at around 33 billion euros -- reflecting great demand for its products. On the other hand, the company (like many others) is being pressured by supply chain issues and inflation. In response, management has reduced its expectations for revenue growth and profitability.</p><p>Its shares, meanwhile, were recently down some 47% from their 52-week high. Yes, it&#39;s facing some headwinds, but these headwinds are not likely to last forever. The stock&#39;s recent price-to-cash-flow ratio was recently 20, well below its five-year average of 37, suggesting undervaluation. At this level, it should draw the attention of investors.</p><p>These are just a few of the many compellingly valued stocks out there now, and plenty of these businesses have been growing at a rapid clip, too. Take a closer look at any that interest you to see if they seem worthy of a berth in your long-term portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms is a social media juggernaut with high hopes for its \"Reality Labs\" business.ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.ASML ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","META":"Meta Platforms, Inc.","NOW":"ServiceNow"},"source_url":"https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178217025","content_text":"KEY POINTSMeta Platforms is a social media juggernaut with high hopes for its \"Reality Labs\" business.ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.ASML Holding is a major supplier to semiconductor companies and is seeing great demand for its products.Growth stocks tend to be exciting: The companies behind them are typically expanding their revenues at a relatively rapid clip, with the stock shares following suit. But there's a problem -- growth stocks are not always attractively valued. If you buy one when it's overvalued, it stands a decent chance of declining in the near term.So you might want to consider being more of a value investor, seeking terrific undervalued stocks. Better still, you might look for fast-growing companies with undervalued shares. If you find them, you'll end up with stocks that reflect both growth and value.Here are three stocks that seem meaningfully undervalued, and each of them could be considered a growth stock, as well. They're solid candidates if you have $5,000 to spend -- and even if you have $1,000 or $50,000 to spend.1. Meta PlatformsMeta Platforms is the company you might know as Facebook, but it changed its name in 2021 to reflect the scope of its operations and ambitions beyond its original social media platform. Its social media operations are rather enormous, though, with nearly 3 billion monthly active users and nearly 2 billion daily active users for Facebook alone. When you add in its other platforms -- which include Instagram, Messenger, and WhatsApp -- it has close to 3 billion daily active users.Meanwhile, according to the company, \"Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology,\" -- thus its other main division, \"Reality Labs.\" So far, it's far from a big money-making enterprise, but management has high hopes for it. The company is also chasing additional profits from expanded e-commerce operations, greater use of artificial intelligence for driving content recommendations, and its answer to TikTok videos -- reels.So why might Meta Platforms be a value stock? Well, its recent performances have disappointed investors, and their responses to its results, along with the overall market downturn, have sent its shares down by nearly 60% from their 52-week high. Now, they trade at a forward price-to-earnings ratio of 14, well below their five-year average of 27. This could be a great buying opportunity for long-term believers in Mark Zuckerberg and his business.2. ServiceNowServiceNow, has a market cap of more than $90 billion, but its shares have fallen this year to about 36% below their 52-week high. The software-as-a-service company describes itself like this: \"Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow\" and so \"employees and customers can be more connected, more innovative, and more agile.\"Its second quarter featured subscription revenue of $1.7 billion, up 25% year over year, and total revenue of $1.8 billion, up 24%. Subscription income can be a big plus for a business, as it tends to keep recurring regularly, making it easier for management to plan. The company also noted: \"ServiceNow continues to expand its global footprint with more than 100 customers now paying over $10 million in annual contract value in Q2 2022, up more than 50% year‑over‑year.\"Clearly, this is an attractive business -- and it's trading at attractive levels, too, with a recent forward-price-to-earnings ratio of 52, well below its five-year average of 80.3. ASML HoldingNetherlands-based ASML Holding is, in its own words, \"a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips.\" Its market cap recently was near $185 billion, and it employs some 35,000 people.The company's second-quarter report was a bit of a mixed bag. On the one hand, it booked a record level of new orders and the company's backlog of orders stands at around 33 billion euros -- reflecting great demand for its products. On the other hand, the company (like many others) is being pressured by supply chain issues and inflation. In response, management has reduced its expectations for revenue growth and profitability.Its shares, meanwhile, were recently down some 47% from their 52-week high. Yes, it's facing some headwinds, but these headwinds are not likely to last forever. The stock's recent price-to-cash-flow ratio was recently 20, well below its five-year average of 37, suggesting undervaluation. At this level, it should draw the attention of investors.These are just a few of the many compellingly valued stocks out there now, and plenty of these businesses have been growing at a rapid clip, too. Take a closer look at any that interest you to see if they seem worthy of a berth in your long-term portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935059787,"gmtCreate":1663022812749,"gmtModify":1676537181977,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Yes ok","listText":"Yes ok","text":"Yes ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935059787","repostId":"1169819409","repostType":2,"repost":{"id":"1169819409","kind":"news","pubTimestamp":1662953011,"share":"https://ttm.financial/m/news/1169819409?lang=&edition=fundamental","pubTime":"2022-09-12 11:23","market":"us","language":"en","title":"Amazon Vs. Alibaba: Which E-Commerce Stock is the Best Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169819409","media":"TipRanks","summary":"Story HighlightsWhen it comes to picking e-commerce stocks, there are plenty to choose from. Two of ","content":"<div>\n<p>Story HighlightsWhen it comes to picking e-commerce stocks, there are plenty to choose from. Two of the e-commerce giants are BABA and AMZN. While both have high implied upside potential based on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-vs-alibaba-which-e-commerce-stock-is-the-best-investment\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Vs. Alibaba: Which E-Commerce Stock is the Best Investment?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Vs. Alibaba: Which E-Commerce Stock is the Best Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-12 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amazon-vs-alibaba-which-e-commerce-stock-is-the-best-investment><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsWhen it comes to picking e-commerce stocks, there are plenty to choose from. Two of the e-commerce giants are BABA and AMZN. While both have high implied upside potential based on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-vs-alibaba-which-e-commerce-stock-is-the-best-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/amazon-vs-alibaba-which-e-commerce-stock-is-the-best-investment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169819409","content_text":"Story HighlightsWhen it comes to picking e-commerce stocks, there are plenty to choose from. Two of the e-commerce giants are BABA and AMZN. While both have high implied upside potential based on analyst price targets, one has significantly more upside potential than the other.E-commerce giants Amazon (NASDAQ: AMZN) and Alibaba (NYSE: BABA) both experienced massive growth during the pandemic, but that has now come to an end. Following the reopening, consumers hit the high road again, and the economic downturn has also impacted growth. In a sense, the slowdown was to be expected; the number of new people turning to e-commerce driven by the stay-at-home mandates was bound to recede with the resumption of normality.However, both companies have also faced other headwinds. The pair have invested heavily for the future, and that has taken its toll on their profitability. Both are also facing increasing scrutiny from regulators, although this is an issue currently more serious for Alibaba, being watched over by the Chinese authorities. Not to mention, inflation has also played its part in consumers scaling back spending.All of the above have also impacted the stock performance, with both down over 20% on a year-to-date basis. This brings us to the main question: which of these giants represents a better investment choice right now? Let’s check in with the TipRanks database to see what the analysts make of their prospects.AmazonAmazon famously started out as an online bookseller in the mid-90s, when the internet was still in its nascent stage. With the canny idea of founder Jeff Bezos, the company quickly outgrew the bookseller tag to turn into an e-commerce force. However, that was only the beginning; since then, Amazon has branched out in every direction – from cloud services with AWS to entertainment with Prime Video to smart home devices to groceries and logistics. We could go on – you name it, Amazon has probably got its fingers in it.Online retail might be considered Amazon’s forte, but as the segment’s growth has taken a breather, its higher-margin cloud business has been growing at a fast pace.In Q2, Amazon generated revenue of $121 billion, amounting to a 7% year-over-year increase (10% ex-FX) whilst coming in ahead of the Street’s $119 billion forecast. AWS revenue increased by 33% y/y to reach $19.7 billion. Boosted by AWS’s strength, operating income came in at $3.3 billion, higher than the Street’s prediction of $1.75 billion, while an EBIT margin of 2.7% also beat the 1.5% consensus.With EPS of -$0.20, Amazon sprung a negative surprise on Wall Street, as analysts expected that figure at $0.14. However, the company’s outlook was solid, as it guided for revenue between $125 and $130 billion in Q3, a touch above consensus expectations (at the midpoint) for $126.5 billion.The AWS growth supports Morgan Stanley’s (NYSE: MS) Brian Nowak’s thesis; he thinks the segment’s success will have a positive impact on other parts of the business.“Demand remains strong as AWS’s booking backlog accelerated to ~13% Q/Q growth. AMZN is also stepping up investment in AWS (capex/D&A coming through, sales people and product engineers) as AMZN intends to lean in to drive share even through a cooling macro backdrop,” Nowak noted.“This is bullish long-term AWS growth and, in our opinion, should also be a signal about AMZN’s confidence in retail profitability to come… given 1) we know AMZN’s share price matters to employees, 2) shares have lagged and 3) we don’t think AMZN would choose to lean into investing its AWS profit pool (that arguably has been supporting the stock through retail’s struggles) unless it has confidence the retail business is likely to deliver,” the analyst added.These comments underpin Nowak’s Overweight (i.e., Buy) rating on AMZN, while his $175 price target implies shares will climb 31.3% higher over the next year.What is AMZN Stock’s Price Target?Overall, Wall Street remains firmly in Amazon’s corner; barring one skeptic, all 37 other recent analyst reviews are positive, naturally culminating in a Strong Buy consensus rating. The average Amazon price target is just a smidgen above Nowak’s; at $177.05, the figure represents potential one-year gains of 32.85%.)AlibabaOften saddled with the tag “the Amazon of China,” the cliché is not without reason. Alibaba remains the dominant force in the Chinese e-commerce industry, driven by its domestic Taobao and Tmall platforms, while its retail marketplace, AliExpress, is used by consumers across the globe. It is also the leader of China’s cloud infrastructure services industry, with Alibaba Cloud taking the bulk of the market share.That said, in contrast to Amazon, whose profitability profile is driven by the success of its cloud business, Alibaba still heavily relies on e-commerce sales to offset cloud losses. The problem is that the Chinese economy’s growth has hit a brick wall, and that has taken its toll on the company.After nearly two decades of continued expansion, in its latest quarterly report, for Fiscal Q1 2023, the company’s revenue growth went into negative territory for the first time.Revenue dropped 0.1% compared to the same quarter last year to reach $30.69 billion, although it should be noted that Wall Street had expected that figure to be worse, having called for sales of $30.16 billion. Despite its ongoing investments, the company also posted a surprise on the bottom line; Non-GAAP EPADS of $1.75 bettered analysts’ forecast of $1.56 a share.Alibaba has had other issues to contend with; it has regularly tussled with domestic regulators while the prospect of Chinese stocks getting booted off U.S. exchanges has also hung over its head.Nevertheless, it is the improving fundamentals that have elicited praise from Truist’s top analyst Youssef Squali, who believes the company is moving in the right direction.“We remain constructive on BABA, which despite posting its first negative Y/Y revenue quarter as a public company in F1Q23, it reported results which exceeded expectations on the top and bottom lines, as fears of a Chinese macro slowdown have weighed materially on sentiment,” the five-star analyst said. “We are encouraged by the company’s commentary on July trends improving from May/June, and we believe that BABA’s more disciplined attitude towards organic investments should lead to a return to more profitable growth in F2H23.”Along with a Buy rating, Squali has a $135 price target for Alibaba shares, providing room for ~53% growth in the year ahead. (To see Squali’s track record, click here)What is BABA Stock’s Price Target?Alibaba’s ratings are almost unanimously positive. One Sell rating is countered by 17 Buys, all coalescing to a Strong Buy consensus rating. The average Alibaba price forecast of $156.12 implies 69.4% upside potential from current levels.Conclusion: BABA Stock May Have More Upside PotentialSo, which stock ultimately represents a better opportunity at present? It looks like the Street’s experts think you can’t really go wrong with either, but purely from a returns perspective, with the potential upside standing at 69.4% for BABA compared to 32.85% with AMZN, the Chinese behemoth is the one to go for right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931331895,"gmtCreate":1662403045217,"gmtModify":1676537051810,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Okay maybe","listText":"Okay maybe","text":"Okay maybe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931331895","repostId":"1160375224","repostType":2,"repost":{"id":"1160375224","kind":"news","pubTimestamp":1662354482,"share":"https://ttm.financial/m/news/1160375224?lang=&edition=fundamental","pubTime":"2022-09-05 13:08","market":"sg","language":"en","title":"SIA, Genting, Suntec Likely Winners As Consumers Switch Spending From Products to Services: DBS","url":"https://stock-news.laohu8.com/highlight/detail?id=1160375224","media":"businesstimes","summary":"INVESTORS looking to hedge against a potential change in spending patterns could consider switching ","content":"<div>\n<p>INVESTORS looking to hedge against a potential change in spending patterns could consider switching up their buys from manufacturing towards the services sector, said DBS in a report on Monday (Aug 5)...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/sia-genting-suntec-likely-winners-as-consumers-switch-spending-from-products-to\">Web Link</a>\n\n</div>\n","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>SIA, Genting, Suntec Likely Winners As Consumers Switch Spending From Products to Services: DBS</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\">\nSIA, Genting, Suntec Likely Winners As Consumers Switch Spending From Products to Services: DBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/sia-genting-suntec-likely-winners-as-consumers-switch-spending-from-products-to><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>INVESTORS looking to hedge against a potential change in spending patterns could consider switching up their buys from manufacturing towards the services sector, said DBS in a report on Monday (Aug 5)...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/sia-genting-suntec-likely-winners-as-consumers-switch-spending-from-products-to\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T82U.SI":"新达产业信托","G13.SI":"云顶新加坡","C6L.SI":"新加坡航空公司"},"source_url":"https://www.businesstimes.com.sg/companies-markets/sia-genting-suntec-likely-winners-as-consumers-switch-spending-from-products-to","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160375224","content_text":"INVESTORS looking to hedge against a potential change in spending patterns could consider switching up their buys from manufacturing towards the services sector, said DBS in a report on Monday (Aug 5).Noting the weak Purchasing Managers Index (PMI) seen in August, DBS researchers posited that this could be a sign that manufacturers’ were wary about weak consumer demand come this Christmas shopping season.They further expect these headwinds to continue due to slowing growth expectations from China amidst ongoing Covid-19 lockdowns, slowing global consumer spending as well as curbs in US’s chip exports to China that could lead to more cautious business sentiment.Some consumer product manufacturers, like Aztech and Nanofilm , could experience a slower topline growth, while semiconductor plays like AEM and UMS could well be more resilient due to long term industry demand drivers.Investors looking to hedge against changing consumer sentiments may then consider buying into meetings, incentives, conferences, and exhibitions (MICE) stocks, which DBS thinks would benefit from the reopening of borders.In particular, they named Singapore Airlines (SIA), Genting Singapore as well as Suntec Reit as their top picks — all of which have “buy” recommendations and target prices of S$6.60, S$1, S$1.90 respectively.Both SIA and Genting Sing are poised for growth on the back of tourism recovery, while Suntec Reit — seen as the most undervalued commercial S-Reit — could ride on Phase 3’s reopening and the return of employees.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933433077,"gmtCreate":1662336360799,"gmtModify":1676537037677,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"I'm watching 👀","listText":"I'm watching 👀","text":"I'm watching 👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933433077","repostId":"2265749449","repostType":2,"repost":{"id":"2265749449","kind":"highlight","pubTimestamp":1662332817,"share":"https://ttm.financial/m/news/2265749449?lang=&edition=fundamental","pubTime":"2022-09-05 07:06","market":"us","language":"en","title":"GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2265749449","media":"Barron's","summary":"U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earning","content":"<html><head></head><body><p>U.S. stock and bond markets will be closed on Monday for Labor Day. It&#39;s a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases should grab plenty of attention.</p><p>Results this week will come from GameStop and NIO on Wednesday, DocuSign and Zscaler on Thursday, and Kroger on Friday. Apple will also host a product launch event on Wednesday, when it is expected to unveil a new lineup of iPhones and Apple Watches.</p><p>Economic data releases next week include the Institute for Supply Management&#39;s Services Purchasing Managers&#39; Index for August on Tuesday. The consensus estimate is for the index to decline by about three points, to 54.</p><p>Other data for investors and economists to watch next week will be the Federal Reserve&#39;s sixth beige book of the year on Wednesday and the Department of Labor&#39;s initial jobless claims for the latest week on Thursday.</p><p>The European Central Bank also announces a monetary-policy decision on Thursday. Futures markets are pricing in the greatest odds of a 75-basis-point hike, which would bring ECB&#39;s benchmark interest-rate target to 0.75%.</p><p><b>Monday 9/5</b></p><p>Equity and fixed-income markets are closed in observance of Labor Day.</p><p><b>Tuesday 9/6</b></p><p>The Institute for Supply Management releases its Services Purchasing Managers&#39; Index for August. Consensus estimate is for a 54 reading, about three points lower than in July. The index is well off its record high of 68.4 from November, but still above the expansionary level of 50.</p><p><b>Wednesday 9/7</b></p><p>Appleholds a launch event, titled &#34;Far Out,&#34; at its headquarters in Cupertino, Calif. The company is expected to unveil four new iPhone 14 models and three new Apple Watches, along with other products.</p><p>GameStop and NIO report quarterly results.</p><p>The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions with anecdotal data collected by the 12 regional Federal Reserve banks.</p><p>The Mortgage Bankers Association releases its mortgage application survey for the week ending on Sept. 2. Mortgage applications have dropped for three consecutive weeks and are at a multidecade low amid record-high home prices and surging mortgage rates.</p><p><b>Thursday 9/8</b></p><p>DocuSign and Zscaler hold conference calls to discuss quarterly earnings.</p><p>Moderna hosts a research and development day, with presentations from its executive leadership, including CEO Stéphane Bancel.</p><p>The European Central Bank announces its monetary-policy decision. Traders are pricing in a 60% chance of a jumbo-size 75-basis-point hike, which would bring ECB&#39;s deposit facility rate to 0.75%. At its last meeting, in July, the central bank lifted its key interest rate by half a percentage point, from negative 0.5% to zero. It has been just over a decade since the deposit facility rate was last above zero.</p><p>The Department of Labor reports initial jobless claims for the week ending on Sept. 3. Claims averaged 241,500 in August, and have risen steadily this year from historically low levels.</p><p><b>Friday 9/9</b></p><p>Kroger reports second-quarter fiscal-2023 results.</p><p>Tapestry, the parent company of fashion brands Coach and Kate Spade, holds an investor day at its headquarters in New York. The company will discuss its long-term strategic initiatives and update its financial outlook.</p><p>The Federal Reserve releases the Financial Accounts of the United States for the second quarter. The report gives a snapshot of the nation&#39;s household net worth and debt. In the first quarter, household net worth fell by $544 billion, to $149.3 trillion. It was the first decline since the first quarter of 2020. With the S&amp;P 500 index plunging more than 16% in the second quarter, it&#39;s very likely that the report will show another decrease.</p></body></html>","source":"lsy1610680873436","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>GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NIO":"蔚来",".SPX":"S&P 500 Index","ZS":"Zscaler Inc.","GME":"游戏驿站","KR":"克罗格","AAPL":"苹果",".DJI":"道琼斯","DOCU":"Docusign"},"source_url":"https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265749449","content_text":"U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases should grab plenty of attention.Results this week will come from GameStop and NIO on Wednesday, DocuSign and Zscaler on Thursday, and Kroger on Friday. Apple will also host a product launch event on Wednesday, when it is expected to unveil a new lineup of iPhones and Apple Watches.Economic data releases next week include the Institute for Supply Management's Services Purchasing Managers' Index for August on Tuesday. The consensus estimate is for the index to decline by about three points, to 54.Other data for investors and economists to watch next week will be the Federal Reserve's sixth beige book of the year on Wednesday and the Department of Labor's initial jobless claims for the latest week on Thursday.The European Central Bank also announces a monetary-policy decision on Thursday. Futures markets are pricing in the greatest odds of a 75-basis-point hike, which would bring ECB's benchmark interest-rate target to 0.75%.Monday 9/5Equity and fixed-income markets are closed in observance of Labor Day.Tuesday 9/6The Institute for Supply Management releases its Services Purchasing Managers' Index for August. Consensus estimate is for a 54 reading, about three points lower than in July. The index is well off its record high of 68.4 from November, but still above the expansionary level of 50.Wednesday 9/7Appleholds a launch event, titled \"Far Out,\" at its headquarters in Cupertino, Calif. The company is expected to unveil four new iPhone 14 models and three new Apple Watches, along with other products.GameStop and NIO report quarterly results.The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions with anecdotal data collected by the 12 regional Federal Reserve banks.The Mortgage Bankers Association releases its mortgage application survey for the week ending on Sept. 2. Mortgage applications have dropped for three consecutive weeks and are at a multidecade low amid record-high home prices and surging mortgage rates.Thursday 9/8DocuSign and Zscaler hold conference calls to discuss quarterly earnings.Moderna hosts a research and development day, with presentations from its executive leadership, including CEO Stéphane Bancel.The European Central Bank announces its monetary-policy decision. Traders are pricing in a 60% chance of a jumbo-size 75-basis-point hike, which would bring ECB's deposit facility rate to 0.75%. At its last meeting, in July, the central bank lifted its key interest rate by half a percentage point, from negative 0.5% to zero. It has been just over a decade since the deposit facility rate was last above zero.The Department of Labor reports initial jobless claims for the week ending on Sept. 3. Claims averaged 241,500 in August, and have risen steadily this year from historically low levels.Friday 9/9Kroger reports second-quarter fiscal-2023 results.Tapestry, the parent company of fashion brands Coach and Kate Spade, holds an investor day at its headquarters in New York. The company will discuss its long-term strategic initiatives and update its financial outlook.The Federal Reserve releases the Financial Accounts of the United States for the second quarter. The report gives a snapshot of the nation's household net worth and debt. In the first quarter, household net worth fell by $544 billion, to $149.3 trillion. It was the first decline since the first quarter of 2020. With the S&P 500 index plunging more than 16% in the second quarter, it's very likely that the report will show another decrease.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939210424,"gmtCreate":1662113638568,"gmtModify":1676537000711,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Jeff gimme moneiii","listText":"Jeff gimme moneiii","text":"Jeff gimme moneiii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939210424","repostId":"1104141801","repostType":2,"repost":{"id":"1104141801","kind":"news","pubTimestamp":1662108235,"share":"https://ttm.financial/m/news/1104141801?lang=&edition=fundamental","pubTime":"2022-09-02 16:43","market":"us","language":"en","title":"Amazon Stock: Should You Buy It in September 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104141801","media":"The Street","summary":"The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses thr","content":"<html><head></head><body><p>The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?</p><p>Like practically all investors, <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> Report shareholders have experienced the market’s violent ups and downs in recent years. The e-commerce behemoth&#39;s stock skyrocketed in 2020, stayed flat in 2021 (tanking both the S&amp;P 500 and the tech-heavy Nasdaq Composite), and plunged in the first half of 2022.</p><p>But there&#39;s good news: Amazon&#39;s stock does seem promising right now. The market is hopeful the company will announce double-digit growth in its third-quarter earnings report.</p><p>However, as the past two years have taught us, holding AMZN isn&#39;t always a peaceful ride into the sunset. It&#39;s more like a roller coaster.</p><h3>Amazon&#39;s Most Recent Quarter</h3><p>In the second quarter, Amazon delivered surprisingly positive results. The company beat the market’s revenue expectations for the quarter by $2 billion, reaching $121 billion in sales.</p><p>Back then, Amazon Web Services (AWS) was the star of the show. The cloud-computing business generated nearly $20 billion in revenue, of which $5.7 billion was operating profit.</p><p>The AWS segment appears to be headwind-proof, as it’s been keeping its double-digit growth record intact even throughout 2022. AWS grew 37% and 33% in the first and second quarters, respectively.</p><p>On the other hand, e-commerce is a mystery. The macroeconomic scenario has made the market bearish about the future of online retail.</p><p>But some opinions might have changed after Amazon reported record sales during its Prime Day and that its North America segment had produced 10% growth.</p><p>Could the e-commerce industry be accelerating again?</p><h3>Plans for the Long-Term</h3><p>I believe Amazon is the kind of stock that suits investors looking for a long-term commitment, rather than a quick relationship. The company has been depleting its free cash flow in order to make sizable acquisitions.</p><p>Within less than a month, Amazon announced it will add to its portfolio both One Medical (ONEM) - Get 1Life Healthcare Inc. Report and iRobot (IRBT) - Get iRobot Corporation Report. Amazon expects to spend $5.6 billion on both deals.</p><p>Amazon&#39;s cash-flow sacrifice indicates that management has a long-term vision for the company. Once the company leaders are able to deliver on their visions (e.g., enhancing Amazon’s presence in the healthcare industry), Amazon&#39;s shares could start soaring soon.</p><h3>What Are the Risks of Investing in Amazon?</h3><p>We must acknowledge that Amazon&#39;s stock — like the entire equity market — is a risky investment. It&#39;s important to understand that macroeconomic headwinds such as inflation, supply-chain constraints, and oil-supply shortages might not die down until the end of 2022.</p><p>That said, AMZN appears poised to thrive once these dark days are over.</p><p>In fact, Wall Street is considerably bullish on the stock. Of the 31 experts covering it on TipRanks, 30 have a &#34;buy&#34; recommendation. (The one left rates it as a “hold.”) And Amazon’s average price target is $175, implying 36% upside.</p><h3>Explore More Data And Graphs</h3><p>Many of the graphs used by the Amazon Maven are provided by Stock Rover. We have been impressed with the breadth and depth of information on markets, stocks and ETFs that this platform provides. Stock Rover also helps to set up detailed filters, track custom portfolios and measure their performance relative to a number of benchmarks.</p><p>To learn more, check out stockrover.com and get started for as low as $7.99 a month. The premium plus plan that we have will give you access to all the information that goes into our analysis and much more.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Should You Buy It in September 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: Should You Buy It in September 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?Like practically all ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104141801","content_text":"The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?Like practically all investors, Amazon  Report shareholders have experienced the market’s violent ups and downs in recent years. The e-commerce behemoth's stock skyrocketed in 2020, stayed flat in 2021 (tanking both the S&P 500 and the tech-heavy Nasdaq Composite), and plunged in the first half of 2022.But there's good news: Amazon's stock does seem promising right now. The market is hopeful the company will announce double-digit growth in its third-quarter earnings report.However, as the past two years have taught us, holding AMZN isn't always a peaceful ride into the sunset. It's more like a roller coaster.Amazon's Most Recent QuarterIn the second quarter, Amazon delivered surprisingly positive results. The company beat the market’s revenue expectations for the quarter by $2 billion, reaching $121 billion in sales.Back then, Amazon Web Services (AWS) was the star of the show. The cloud-computing business generated nearly $20 billion in revenue, of which $5.7 billion was operating profit.The AWS segment appears to be headwind-proof, as it’s been keeping its double-digit growth record intact even throughout 2022. AWS grew 37% and 33% in the first and second quarters, respectively.On the other hand, e-commerce is a mystery. The macroeconomic scenario has made the market bearish about the future of online retail.But some opinions might have changed after Amazon reported record sales during its Prime Day and that its North America segment had produced 10% growth.Could the e-commerce industry be accelerating again?Plans for the Long-TermI believe Amazon is the kind of stock that suits investors looking for a long-term commitment, rather than a quick relationship. The company has been depleting its free cash flow in order to make sizable acquisitions.Within less than a month, Amazon announced it will add to its portfolio both One Medical (ONEM) - Get 1Life Healthcare Inc. Report and iRobot (IRBT) - Get iRobot Corporation Report. Amazon expects to spend $5.6 billion on both deals.Amazon's cash-flow sacrifice indicates that management has a long-term vision for the company. Once the company leaders are able to deliver on their visions (e.g., enhancing Amazon’s presence in the healthcare industry), Amazon's shares could start soaring soon.What Are the Risks of Investing in Amazon?We must acknowledge that Amazon's stock — like the entire equity market — is a risky investment. It's important to understand that macroeconomic headwinds such as inflation, supply-chain constraints, and oil-supply shortages might not die down until the end of 2022.That said, AMZN appears poised to thrive once these dark days are over.In fact, Wall Street is considerably bullish on the stock. Of the 31 experts covering it on TipRanks, 30 have a \"buy\" recommendation. (The one left rates it as a “hold.”) And Amazon’s average price target is $175, implying 36% upside.Explore More Data And GraphsMany of the graphs used by the Amazon Maven are provided by Stock Rover. We have been impressed with the breadth and depth of information on markets, stocks and ETFs that this platform provides. Stock Rover also helps to set up detailed filters, track custom portfolios and measure their performance relative to a number of benchmarks.To learn more, check out stockrover.com and get started for as low as $7.99 a month. The premium plus plan that we have will give you access to all the information that goes into our analysis and much more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930592773,"gmtCreate":1661987096493,"gmtModify":1676536615916,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Buy and hold","listText":"Buy and hold","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930592773","repostId":"1180013599","repostType":4,"repost":{"id":"1180013599","kind":"news","pubTimestamp":1661957738,"share":"https://ttm.financial/m/news/1180013599?lang=&edition=fundamental","pubTime":"2022-08-31 22:55","market":"us","language":"en","title":"SPYD: Bag This High-Yielding ETF On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1180013599","media":"Seeking Alpha","summary":"SummarySPYD is a well-diversified ETF that tracks high yielding stocks of the S&P 500.Its performanc","content":"<html><head></head><body><p>Summary</p><ul><li>SPYD is a well-diversified ETF that tracks high yielding stocks of the S&amp;P 500.</li><li>Its performance has held up well against the S&amp;P 500 in light of the rout in tech stock valuations.</li><li>Meanwhile, it pays a high dividend yield, while charging a low expense ratio.</li></ul><p>I like dividends of many different stripes and colors and over time, have added good number of issues across various sectors. It can be hard however, for some investors to dedicate the time and inclination to track individual stocks, and for them, itmay be much easier to just buy income-focused ETFs that take the guesswork out of trying to achieve adequate diversification from individual stocks.</p><p>This brings me to the SPDR Portfolio S&amp;P 500 High Dividend ETF (NYSEARCA:SPYD), which may be a good option for those investors seeking automatic diversification and high income to boot. Its pricing has fallen by 5% since the middle of this month, in reaction to general market weakness. In this article, I highlight why now may be a good time to layer in this quality ETF, so let&#39;s get started.</p><h3>Why SPYD?</h3><p>SPYD is an ETF that&#39;s issued by State Street (STT) Global Advisors and seeks to track the performance of the S&amp;P 500 High Dividend Index, which is comprised of 80 high dividend yielding companies. The vast majority of the portfolio is fully invested in stocks, with 98.3% allocation to U.S. Stocks, 1.4% to international stocks, and just 0.4% sitting in cash.</p><p>Key differences between SPYD and the S&amp;P 500 (SPY) is its higher exposure to income generating categories such as real estate, energy, consumer staples, and utilities. As shown below, these categories far outweigh that of the S&amp;P 500 index.</p><p><img src=\"https://static.tigerbbs.com/59fb951daced832ca3f54997217e65de\" tg-width=\"640\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><p>SPYD vs S&amp;P 500 Sectors (Morningstar)</p><p>SPYD&#39;s top 10 holdings include familiar names such as Valero Energy (VLO), Exxon Mobil (XOM), Consolidated Edison (ED), Bristol-Myers Squibb (BMY) and Southern Company (SO). I also find SPYD to be well diversified. As shown below, the top 10 holdings comprise just 16% of the total portfolio, with the top name representing just 1.8% of the portfolio.</p><p><img src=\"https://static.tigerbbs.com/4d9be9924adfdd41754915b79415bf2d\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/></p><p>SPYD Top 10 Holdings (Seeking Alpha)</p><p>SPYD&#39;s performance gap widened with that of the tech-heavy S&amp;P 500 in most of 2020 and 2021. However, this gap has narrowed quite a bit this year, as tech companies have faced a reckoning with growth investors. This was driven by higher interest rates, which growth investors use as the discount rate on future cash flows to present value. As one would expect, this results in a big downward revision on tech growth stocks.</p><p><img src=\"https://static.tigerbbs.com/db06704e30255eb59f7b4cda3deb3f4c\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/></p><p>SPYD Total Return (Seeking Alpha)</p><p>Looking forward, I would expect for the valuation gap between SPYD and the S&amp;P 500 to further narrow itself. This is supported by recent hawkish comments from Jerome Powell in Jackson Hole, in which he warned of &#34;some Pain&#34; ahead as the Fed fights to bring down inflation. This strongly implies continued rate hikes that should put further pressure on stretched tech valuations of the S&amp;P 500.</p><p>At the same time, SPYD&#39;s dividend yield is still meaningfully higher than that of the S&amp;P 500, despite the narrower valuation gap. As shown below, SPYD sports a respectable 3.8% dividend yield, which is meaningfully higher than the 1.5% yield of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/5485c8e8a3c344fb84f5828017f93437\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>SPYD Dividend Yield (YCharts)</p><p>Meanwhile, SPYD sports a low expense ratio of just 0.07%, sitting well below the median 0.45% expense ratio across all ETFs. This helps SPYD to earn anA+expense grade.</p><p><img src=\"https://static.tigerbbs.com/a126585362ffe5ca957c623bd0db9c9b\" tg-width=\"640\" tg-height=\"124\" referrerpolicy=\"no-referrer\"/>SPYD Expense Grade (Seeking Alpha)</p><p>Risks to SPYD include its exposure to oil &amp; gas companies, which are currently enjoying a boom due to higher commodity prices. Many experts believe that fossil fuel prices should remain high for the foreseeable future, given ongoing energy shortages in Europe due to sanctions on Russian oil and gas. As such, I believe this segment should continue to enjoy high profitability and dividend growth, but investors should still be mindful of this exposure over the long run.</p><h3>Investor Takeaway</h3><p>SPYD is a quality ETF that offers investors automatic diversification and high income potential. Its valuation is holding up well against that of the S&amp;P 500, due primarily to its lower exposure to tech companies.</p><p>Looking forward, I would expect for this trend to continue, considering the recent hawkish comments from the chairman of the Federal Reserve. With a near 4% dividend yield, I believe SPYD presents a solid option for income investors who seek diversification and long-term growth.</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>SPYD: Bag This High-Yielding ETF On The Dip</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\">\nSPYD: Bag This High-Yielding ETF On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537537-spyd-bag-this-high-yielding-etf-on-the-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySPYD is a well-diversified ETF that tracks high yielding stocks of the S&P 500.Its performance has held up well against the S&P 500 in light of the rout in tech stock valuations.Meanwhile, it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537537-spyd-bag-this-high-yielding-etf-on-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPYD":"SPDR Portfolio S&P 500 High Dividend ETF"},"source_url":"https://seekingalpha.com/article/4537537-spyd-bag-this-high-yielding-etf-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180013599","content_text":"SummarySPYD is a well-diversified ETF that tracks high yielding stocks of the S&P 500.Its performance has held up well against the S&P 500 in light of the rout in tech stock valuations.Meanwhile, it pays a high dividend yield, while charging a low expense ratio.I like dividends of many different stripes and colors and over time, have added good number of issues across various sectors. It can be hard however, for some investors to dedicate the time and inclination to track individual stocks, and for them, itmay be much easier to just buy income-focused ETFs that take the guesswork out of trying to achieve adequate diversification from individual stocks.This brings me to the SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD), which may be a good option for those investors seeking automatic diversification and high income to boot. Its pricing has fallen by 5% since the middle of this month, in reaction to general market weakness. In this article, I highlight why now may be a good time to layer in this quality ETF, so let's get started.Why SPYD?SPYD is an ETF that's issued by State Street (STT) Global Advisors and seeks to track the performance of the S&P 500 High Dividend Index, which is comprised of 80 high dividend yielding companies. The vast majority of the portfolio is fully invested in stocks, with 98.3% allocation to U.S. Stocks, 1.4% to international stocks, and just 0.4% sitting in cash.Key differences between SPYD and the S&P 500 (SPY) is its higher exposure to income generating categories such as real estate, energy, consumer staples, and utilities. As shown below, these categories far outweigh that of the S&P 500 index.SPYD vs S&P 500 Sectors (Morningstar)SPYD's top 10 holdings include familiar names such as Valero Energy (VLO), Exxon Mobil (XOM), Consolidated Edison (ED), Bristol-Myers Squibb (BMY) and Southern Company (SO). I also find SPYD to be well diversified. As shown below, the top 10 holdings comprise just 16% of the total portfolio, with the top name representing just 1.8% of the portfolio.SPYD Top 10 Holdings (Seeking Alpha)SPYD's performance gap widened with that of the tech-heavy S&P 500 in most of 2020 and 2021. However, this gap has narrowed quite a bit this year, as tech companies have faced a reckoning with growth investors. This was driven by higher interest rates, which growth investors use as the discount rate on future cash flows to present value. As one would expect, this results in a big downward revision on tech growth stocks.SPYD Total Return (Seeking Alpha)Looking forward, I would expect for the valuation gap between SPYD and the S&P 500 to further narrow itself. This is supported by recent hawkish comments from Jerome Powell in Jackson Hole, in which he warned of \"some Pain\" ahead as the Fed fights to bring down inflation. This strongly implies continued rate hikes that should put further pressure on stretched tech valuations of the S&P 500.At the same time, SPYD's dividend yield is still meaningfully higher than that of the S&P 500, despite the narrower valuation gap. As shown below, SPYD sports a respectable 3.8% dividend yield, which is meaningfully higher than the 1.5% yield of the S&P 500.SPYD Dividend Yield (YCharts)Meanwhile, SPYD sports a low expense ratio of just 0.07%, sitting well below the median 0.45% expense ratio across all ETFs. This helps SPYD to earn anA+expense grade.SPYD Expense Grade (Seeking Alpha)Risks to SPYD include its exposure to oil & gas companies, which are currently enjoying a boom due to higher commodity prices. Many experts believe that fossil fuel prices should remain high for the foreseeable future, given ongoing energy shortages in Europe due to sanctions on Russian oil and gas. As such, I believe this segment should continue to enjoy high profitability and dividend growth, but investors should still be mindful of this exposure over the long run.Investor TakeawaySPYD is a quality ETF that offers investors automatic diversification and high income potential. Its valuation is holding up well against that of the S&P 500, due primarily to its lower exposure to tech companies.Looking forward, I would expect for this trend to continue, considering the recent hawkish comments from the chairman of the Federal Reserve. With a near 4% dividend yield, I believe SPYD presents a solid option for income investors who seek diversification and long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930598271,"gmtCreate":1661986960695,"gmtModify":1676536615832,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Red is great 🔴","listText":"Red is great 🔴","text":"Red is great 🔴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930598271","repostId":"1183222766","repostType":4,"repost":{"id":"1183222766","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":1661959213,"share":"https://ttm.financial/m/news/1183222766?lang=&edition=fundamental","pubTime":"2022-08-31 23:20","market":"us","language":"en","title":"Semiconductor Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1183222766","media":"Tiger Newspress","summary":"Semiconductor Stocks Slid in Morning Trading.Nvidia, Broadcom, Intel, STM, Intel, AMD and Applied Ma","content":"<html><head></head><body><p>Semiconductor Stocks Slid in Morning Trading.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, STM, Intel, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/20e1312155ff05f76554d58f9fe12e07\" tg-width=\"447\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-31 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor Stocks Slid in Morning Trading.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, STM, Intel, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/20e1312155ff05f76554d58f9fe12e07\" tg-width=\"447\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4147":"半导体设备","AVGO":"博通","AMAT":"应用材料","BK4533":"AQR资本管理(全球第二大对冲基金)","BK7504":"锂钴概念","INTC":"英特尔","BK4512":"苹果概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4566":"资本集团","BK4549":"软银资本持仓","NVDA":"英伟达","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","AMD":"美国超微公司","BK4573":"虚拟现实","BK4543":"AI","BK4519":"光伏太阳能"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183222766","content_text":"Semiconductor Stocks Slid in Morning Trading.Nvidia, Broadcom, Intel, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997875446,"gmtCreate":1661786452287,"gmtModify":1676536578686,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"The green cap is going to the moon 💲","listText":"The green cap is going to the moon 💲","text":"The green cap is going to the moon 💲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997875446","repostId":"1153071272","repostType":4,"repost":{"id":"1153071272","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":1661785746,"share":"https://ttm.financial/m/news/1153071272?lang=&edition=fundamental","pubTime":"2022-08-29 23:09","market":"us","language":"en","title":"Semiconductor Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1153071272","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","content":"<html><head></head><body><p>Semiconductor stocks slid in morning trading.</p><p>Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/ee49d63fecf47ec07571e054b05ec215\" tg-width=\"460\" tg-height=\"762\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-29 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slid in morning trading.</p><p>Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/ee49d63fecf47ec07571e054b05ec215\" tg-width=\"460\" tg-height=\"762\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153071272","content_text":"Semiconductor stocks slid in morning trading.Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994220740,"gmtCreate":1661650198083,"gmtModify":1676536554117,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Green is good 💚","listText":"Green is good 💚","text":"Green is good 💚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994220740","repostId":"1161837457","repostType":2,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994811198,"gmtCreate":1661593306116,"gmtModify":1676536547826,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Faster than their cars 🤠","listText":"Faster than their cars 🤠","text":"Faster than their cars 🤠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994811198","repostId":"1180024105","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9969667955,"gmtCreate":1668433970978,"gmtModify":1676538055843,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Down so much&nbsp;[Angry]&nbsp;","listText":"Down so much&nbsp;[Angry]&nbsp;","text":"Down so much [Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969667955","repostId":"1165111854","repostType":4,"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967763610,"gmtCreate":1670378877531,"gmtModify":1676538356275,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Time to buy in 🌚","listText":"Time to buy in 🌚","text":"Time to buy in 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967763610","repostId":"2289364177","repostType":4,"repost":{"id":"2289364177","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670362711,"share":"https://ttm.financial/m/news/2289364177?lang=&edition=fundamental","pubTime":"2022-12-07 05:38","market":"us","language":"en","title":"US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289364177","media":"Reuters","summary":"(Reuters) - Wall Street ended lower on Tuesday, with the S&P 500 extending its losing streak to four","content":"<html><head></head><body><p>(Reuters) - Wall Street ended lower on Tuesday, with the S&amp;P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.</p><p>However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.</p><p>Most of the 11 major S&amp;P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.</p><p>Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.</p><p>Bank of America Corp&#39;s chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co&#39;s CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.</p><p>Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve&#39;s aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.</p><p>&#34;The market is very reactive right now,&#34; said David Sadkin, president at Bel Air Investment Advisors.</p><p>He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.</p><p>Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.</p><p>Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.</p><p>The S&amp;P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.</p><p>&#34;The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,&#34; said Bel Air&#39;s Sadkin.</p><p>The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&amp;P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.</p><p>Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia&#39;s invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.</p><p>Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&amp;P banks index slipped 1.4% to its lowest close since Oct. 21.</p><p>Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-07 05:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street ended lower on Tuesday, with the S&amp;P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.</p><p>However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.</p><p>Most of the 11 major S&amp;P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.</p><p>Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.</p><p>Bank of America Corp&#39;s chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co&#39;s CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.</p><p>Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve&#39;s aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.</p><p>&#34;The market is very reactive right now,&#34; said David Sadkin, president at Bel Air Investment Advisors.</p><p>He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.</p><p>Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.</p><p>Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.</p><p>The S&amp;P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.</p><p>&#34;The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,&#34; said Bel Air&#39;s Sadkin.</p><p>The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&amp;P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.</p><p>Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia&#39;s invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.</p><p>Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&amp;P banks index slipped 1.4% to its lowest close since Oct. 21.</p><p>Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)</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":"2289364177","content_text":"(Reuters) - Wall Street ended lower on Tuesday, with the S&P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.Meta Platforms Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.Most of the 11 major S&P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.Bank of America Corp's chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co's CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve's aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.\"The market is very reactive right now,\" said David Sadkin, president at Bel Air Investment Advisors.He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.The S&P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.\"The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,\" said Bel Air's Sadkin.The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia's invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&P banks index slipped 1.4% to its lowest close since Oct. 21.Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.The S&P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996313292,"gmtCreate":1661124946118,"gmtModify":1676536455251,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996313292","repostId":"1149710973","repostType":2,"repost":{"id":"1149710973","kind":"news","pubTimestamp":1661124841,"share":"https://ttm.financial/m/news/1149710973?lang=&edition=fundamental","pubTime":"2022-08-22 07:34","market":"us","language":"en","title":"Where's the S&P 500 Headed Next? Impending Bull Market Or Bear Market Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149710973","media":"Benzinga","summary":"ZINGER KEY POINTSThe S&P 500 rejected from the 200-day SMA, a bellwether bull, bear market indicator","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>The S&amp;P 500 rejected from the 200-day SMA, a bellwether bull, bear market indicator.</li><li>Traders will be watching to see if the recent retracement is consolidation for a move higher or distribution for another decline.</li></ul><p>On Friday, the <b>SPDR S&amp;P 500</b> suffered its first big bearish day since July 26, sliding 1.35% and printing a bearish Marubozu candlestick, which suggests lower prices are likely to come again on Monday.</p><p>The general markets have been confusing for many traders and investors this year, starting 2021 at all-time highs, only to enter into an undeniable bear cycle during the first two quarters. For retail traders who entered into the stock market during the COVID-19 pandemic, with bank accounts padded by stimulus checks, the first half of this year has been disappointing.</p><p>On June 17, nearing the end of the second quarter, the markets shifted, however. The S&amp;P 500 bounced up off 52-week lows and reversed into an uptrend, surging almost 19% to reach a high of 4,325.28 on Aug. 16.</p><p>As the old saying goes, “when everyone’s looking one way, you’re better off to look in the opposite direction.”</p><p><b>What Happened:</b> The bull rally caught many by surprise. As the third earnings season of the year approached, traders were preparing for the worst. After all, the earnings season’s that took place in February and April had brought many stocks to new lows.</p><p>Many traders likely missed out on the reversal to the upside. In a bear market, short-term bull cycles always take place, and the area at which the bull cycle ends is often difficult to pinpoint in advance.</p><p>For technical traders, the 200-day simple moving average (SMA) on the daily chart was closely watched for being the biggest area of resistance. The 200-day SMA is a bellwether indicator, which suggests whether an ETF or stock is in a bear or bull market and the likelihood of a security slipping through the 200-day on the first attempt, in either direction, is small.</p><p>On Aug. 16, the S&amp;P 500 attempted to break up over the 200-day but failed, wicking from the area, which threw the ETF into a period of consolidation. Until Friday, the consolidation looked healthy, taking place on lower-than-average volume in a slight 3-day decline. The surge between Aug. 9 and Aug. 16, paired with the consolidation between Wednesday and Thursday, appeared to be setting the S&amp;P 500 into a possible bull flag pattern, but on Friday, when the ETF closed the trading session below the eight-day exponential moving average, the pattern was negated.</p><p>Friday’s close has left many traders uneasy as to which direction the market is headed in next, and the think-tanks in the media have offered little in terms of leadership, collectively unable to agree on what will happen next.</p><p><b>Bull Market or Bear Market Rally?</b>“Big Short” investor <b>Michael Burry</b> isn’t taking any chances. The investor recently ditched his holding in 12 companies and now holds just <b>Geo Group Inc</b>.</p><p>“Nasdaq now up 23% off its low. Congratulations, we now have the average bear market rally. Across 26 bear market rallies from 1929-1932 and 2000-2002, the average is 23%. After 2000, there were two 40%+ bear market ral 500extlies and one 50%+ rally before the market bottomed,” Burry tweeted on Aug. 12.</p><p><b>Bank of America Corporation</b> also holds a bearish stance, believing the big bounce is merely a bullish rally in a longer-term bear market.</p><p><b>Todd Gordon</b>, CNBC contributor and Founder of <b>New Age Wealth</b>, is looking the other way. On Friday, Gordon told Benzingahe expects some sideways consolidation before another rally to the upside.</p><p>“It should be a sideways, sort of, time buying move, maybe down 2%, 3%, 4%, and then I think we move up,” Gordon said.</p><p><b>The Benzinga Take:</b> The S&amp;P 500 hit a critical juncture at the 200-day SMA on Tuesday. The retracement taking place since that date is expected and, for the most part, healthy. The week ahead is likely to offer more information to predict whether the recent consolidation has the S&amp;P 500 gathering the power to make another run at the bellwether indicator, and possibly regain the area as support, or whether the mostly sideways movement is distribution preceding a sharp move lower.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where's the S&P 500 Headed Next? Impending Bull Market Or Bear Market Rally?</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\">\nWhere's the S&P 500 Headed Next? Impending Bull Market Or Bear Market Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/small-cap/22/08/28577693/wheres-the-s-p-headed-next-impending-bull-market-or-bear-market-rally><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSThe S&P 500 rejected from the 200-day SMA, a bellwether bull, bear market indicator.Traders will be watching to see if the recent retracement is consolidation for a move higher or ...</p>\n\n<a href=\"https://www.benzinga.com/news/small-cap/22/08/28577693/wheres-the-s-p-headed-next-impending-bull-market-or-bear-market-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.benzinga.com/news/small-cap/22/08/28577693/wheres-the-s-p-headed-next-impending-bull-market-or-bear-market-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149710973","content_text":"ZINGER KEY POINTSThe S&P 500 rejected from the 200-day SMA, a bellwether bull, bear market indicator.Traders will be watching to see if the recent retracement is consolidation for a move higher or distribution for another decline.On Friday, the SPDR S&P 500 suffered its first big bearish day since July 26, sliding 1.35% and printing a bearish Marubozu candlestick, which suggests lower prices are likely to come again on Monday.The general markets have been confusing for many traders and investors this year, starting 2021 at all-time highs, only to enter into an undeniable bear cycle during the first two quarters. For retail traders who entered into the stock market during the COVID-19 pandemic, with bank accounts padded by stimulus checks, the first half of this year has been disappointing.On June 17, nearing the end of the second quarter, the markets shifted, however. The S&P 500 bounced up off 52-week lows and reversed into an uptrend, surging almost 19% to reach a high of 4,325.28 on Aug. 16.As the old saying goes, “when everyone’s looking one way, you’re better off to look in the opposite direction.”What Happened: The bull rally caught many by surprise. As the third earnings season of the year approached, traders were preparing for the worst. After all, the earnings season’s that took place in February and April had brought many stocks to new lows.Many traders likely missed out on the reversal to the upside. In a bear market, short-term bull cycles always take place, and the area at which the bull cycle ends is often difficult to pinpoint in advance.For technical traders, the 200-day simple moving average (SMA) on the daily chart was closely watched for being the biggest area of resistance. The 200-day SMA is a bellwether indicator, which suggests whether an ETF or stock is in a bear or bull market and the likelihood of a security slipping through the 200-day on the first attempt, in either direction, is small.On Aug. 16, the S&P 500 attempted to break up over the 200-day but failed, wicking from the area, which threw the ETF into a period of consolidation. Until Friday, the consolidation looked healthy, taking place on lower-than-average volume in a slight 3-day decline. The surge between Aug. 9 and Aug. 16, paired with the consolidation between Wednesday and Thursday, appeared to be setting the S&P 500 into a possible bull flag pattern, but on Friday, when the ETF closed the trading session below the eight-day exponential moving average, the pattern was negated.Friday’s close has left many traders uneasy as to which direction the market is headed in next, and the think-tanks in the media have offered little in terms of leadership, collectively unable to agree on what will happen next.Bull Market or Bear Market Rally?“Big Short” investor Michael Burry isn’t taking any chances. The investor recently ditched his holding in 12 companies and now holds just Geo Group Inc.“Nasdaq now up 23% off its low. Congratulations, we now have the average bear market rally. Across 26 bear market rallies from 1929-1932 and 2000-2002, the average is 23%. After 2000, there were two 40%+ bear market ral 500extlies and one 50%+ rally before the market bottomed,” Burry tweeted on Aug. 12.Bank of America Corporation also holds a bearish stance, believing the big bounce is merely a bullish rally in a longer-term bear market.Todd Gordon, CNBC contributor and Founder of New Age Wealth, is looking the other way. On Friday, Gordon told Benzingahe expects some sideways consolidation before another rally to the upside.“It should be a sideways, sort of, time buying move, maybe down 2%, 3%, 4%, and then I think we move up,” Gordon said.The Benzinga Take: The S&P 500 hit a critical juncture at the 200-day SMA on Tuesday. The retracement taking place since that date is expected and, for the most part, healthy. The week ahead is likely to offer more information to predict whether the recent consolidation has the S&P 500 gathering the power to make another run at the bellwether indicator, and possibly regain the area as support, or whether the mostly sideways movement is distribution preceding a sharp move lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965694873,"gmtCreate":1669942140593,"gmtModify":1676538274155,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Straight to the moon 🌚","listText":"Straight to the moon 🌚","text":"Straight to the moon 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965694873","repostId":"1125846463","repostType":4,"repost":{"id":"1125846463","kind":"news","pubTimestamp":1669939463,"share":"https://ttm.financial/m/news/1125846463?lang=&edition=fundamental","pubTime":"2022-12-02 08:04","market":"sg","language":"en","title":"Singapore Shares May See Resistance At 3,300 Points","url":"https://stock-news.laohu8.com/highlight/detail?id=1125846463","media":"RTT News","summary":"The Singapore stock market has moved higher in three straight sessions, gaining more than 50 points ","content":"<html><head></head><body><p>The Singapore stock market has moved higher in three straight sessions, gaining more than 50 points or 1.6 percent along the way. The Straits Times Index now rests just above the 3,290-point plateau although it may be stuck in neutral on Friday.</p><p>The global forecast for the Asianmarketsis mixed and flat ahead of key U.S. employment data later in the day. The European and U.S. bourses were mixed and little changed and the Asian bourses are tipped to follow suit.</p><p>The STI finished barely higher on Thursday following mixed performances from the financials, properties and trusts.</p><p>For the day, the index rose 2.24 points or 0.07 percent to finish at 3,292.73 after trading between 3,288.46 and 3,313.80. Volume was 1.4 billion shares worth 1.3 billion Singapore dollars. There were 344 gainers and 212 decliners.</p><p>Among the actives, Ascendas REIT added 0.72 percent, while CapitaLand Integrated Commercial Trust fell 0.48 percent, CapitaLand Investment rallied 1.36 percent, City Developments rose 0.24 percent, Comfort DelGro improved 0.81 percent, DBS Group sank 0.68 percent, Hongkong Land surged 3.99 percent, Keppel Corp gained 0.53 percent, Mapletree Pan Asia Commercial Trust lost 0.58 percent, Mapletree Industrial Trust climbed 0.90 percent, Mapletree Logistics Trust strengthened 1.24 percent, Oversea-Chinese Banking Corporation slumped 0.72 percent, SATS soared 3.00 percent, SembCorp Industries jumped 1.25 percent, Singapore Technologies Engineering advanced 0.87 percent, SingTel retreated 1.47 percent, Thai Beverage accelerated 1.57 percent, United Overseas Bank collected 0.42 percent, Yangzijiang Financial spiked 2.90 percent, Yangzijiang Shipbuilding tumbled 2.10 percent and Emperador, Genting Singapore, Wilmar International and Frasers Logistics were unchanged.</p><p>The lead from Wall Street is murky as the major averages were unable to hold early gains on Thursday, with only the NASDAQ able to break back into the green.</p><p>The Dow stumbled 194.76 points or 0.56 percent to finish at 34,395.01, while the NASDAQ added 14.45 points or 0.13 percent to close at 11,482.45 and the S&amp;P 500 eased 3.54 points or 0.09 percent to end at 4,076.57.</p><p>The lack of direction shown by the broader markets came as traders looked ahead to the Labor Department&#39;s closely watched monthly jobs report later today.</p><p>The data could affect the outlook for interest rates, although the impact may be somewhat muted following Federal Reserve Chair Jerome Powell&#39;s remarks on Wednesday hinting at a slowdown in the pace of rate hikes as soon as next month.</p><p>In economic news, the Institute for Supply Management said manufacturing activity contracted for the first time in over two years in November. Also, the Labor Department said first-time claims for U.S. unemployment benefits pulled back by more than expected last week.</p><p>Crude oil futures settled higher Thursday on easing concerns about the outlook for energy demand, while a weaker dollar amid rising prospects of smaller rate hikes by the Fed also contributed to the increase in oil prices. West Texas Intermediate Crude oil futures for January gained $0.67 or 0.8 percent at $81.22 a barrel.</p></body></html>","source":"lsy1637539882596","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>Singapore Shares May See Resistance At 3,300 Points</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\">\nSingapore Shares May See Resistance At 3,300 Points\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3329402/singapore-shares-may-see-resistance-at-3300-points.aspx?type=acom><strong>RTT News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in three straight sessions, gaining more than 50 points or 1.6 percent along the way. The Straits Times Index now rests just above the 3,290-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3329402/singapore-shares-may-see-resistance-at-3300-points.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3329402/singapore-shares-may-see-resistance-at-3300-points.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125846463","content_text":"The Singapore stock market has moved higher in three straight sessions, gaining more than 50 points or 1.6 percent along the way. The Straits Times Index now rests just above the 3,290-point plateau although it may be stuck in neutral on Friday.The global forecast for the Asianmarketsis mixed and flat ahead of key U.S. employment data later in the day. The European and U.S. bourses were mixed and little changed and the Asian bourses are tipped to follow suit.The STI finished barely higher on Thursday following mixed performances from the financials, properties and trusts.For the day, the index rose 2.24 points or 0.07 percent to finish at 3,292.73 after trading between 3,288.46 and 3,313.80. Volume was 1.4 billion shares worth 1.3 billion Singapore dollars. There were 344 gainers and 212 decliners.Among the actives, Ascendas REIT added 0.72 percent, while CapitaLand Integrated Commercial Trust fell 0.48 percent, CapitaLand Investment rallied 1.36 percent, City Developments rose 0.24 percent, Comfort DelGro improved 0.81 percent, DBS Group sank 0.68 percent, Hongkong Land surged 3.99 percent, Keppel Corp gained 0.53 percent, Mapletree Pan Asia Commercial Trust lost 0.58 percent, Mapletree Industrial Trust climbed 0.90 percent, Mapletree Logistics Trust strengthened 1.24 percent, Oversea-Chinese Banking Corporation slumped 0.72 percent, SATS soared 3.00 percent, SembCorp Industries jumped 1.25 percent, Singapore Technologies Engineering advanced 0.87 percent, SingTel retreated 1.47 percent, Thai Beverage accelerated 1.57 percent, United Overseas Bank collected 0.42 percent, Yangzijiang Financial spiked 2.90 percent, Yangzijiang Shipbuilding tumbled 2.10 percent and Emperador, Genting Singapore, Wilmar International and Frasers Logistics were unchanged.The lead from Wall Street is murky as the major averages were unable to hold early gains on Thursday, with only the NASDAQ able to break back into the green.The Dow stumbled 194.76 points or 0.56 percent to finish at 34,395.01, while the NASDAQ added 14.45 points or 0.13 percent to close at 11,482.45 and the S&P 500 eased 3.54 points or 0.09 percent to end at 4,076.57.The lack of direction shown by the broader markets came as traders looked ahead to the Labor Department's closely watched monthly jobs report later today.The data could affect the outlook for interest rates, although the impact may be somewhat muted following Federal Reserve Chair Jerome Powell's remarks on Wednesday hinting at a slowdown in the pace of rate hikes as soon as next month.In economic news, the Institute for Supply Management said manufacturing activity contracted for the first time in over two years in November. Also, the Labor Department said first-time claims for U.S. unemployment benefits pulled back by more than expected last week.Crude oil futures settled higher Thursday on easing concerns about the outlook for energy demand, while a weaker dollar amid rising prospects of smaller rate hikes by the Fed also contributed to the increase in oil prices. West Texas Intermediate Crude oil futures for January gained $0.67 or 0.8 percent at $81.22 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995358537,"gmtCreate":1661415406931,"gmtModify":1676536514666,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Jump to the moon 🌚","listText":"Jump to the moon 🌚","text":"Jump to the moon 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995358537","repostId":"1179085214","repostType":2,"repost":{"id":"1179085214","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":1661415202,"share":"https://ttm.financial/m/news/1179085214?lang=&edition=fundamental","pubTime":"2022-08-25 16:13","market":"us","language":"en","title":"Grab Shares Jumped 6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1179085214","media":"Tiger Newspress","summary":"Grab shares jumped 6% in premarket trading. Grab plans to announce its second quarter results before","content":"<html><head></head><body><p>Grab shares jumped 6% in premarket trading. Grab plans to announce its second quarter results before the U.S. market opens on August 25, 2022.</p><p><img src=\"https://static.tigerbbs.com/af434e27be4d5d2ab79740041df01858\" tg-width=\"841\" tg-height=\"623\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Shares Jumped 6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nGrab Shares Jumped 6% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-25 16:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares jumped 6% in premarket trading. Grab plans to announce its second quarter results before the U.S. market opens on August 25, 2022.</p><p><img src=\"https://static.tigerbbs.com/af434e27be4d5d2ab79740041df01858\" tg-width=\"841\" tg-height=\"623\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179085214","content_text":"Grab shares jumped 6% in premarket trading. Grab plans to announce its second quarter results before the U.S. market opens on August 25, 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910585916,"gmtCreate":1663642959635,"gmtModify":1676537307603,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Invest and chill 😎","listText":"Invest and chill 😎","text":"Invest and chill 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910585916","repostId":"1142409788","repostType":2,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933433077,"gmtCreate":1662336360799,"gmtModify":1676537037677,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"I'm watching 👀","listText":"I'm watching 👀","text":"I'm watching 👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933433077","repostId":"2265749449","repostType":2,"repost":{"id":"2265749449","kind":"highlight","pubTimestamp":1662332817,"share":"https://ttm.financial/m/news/2265749449?lang=&edition=fundamental","pubTime":"2022-09-05 07:06","market":"us","language":"en","title":"GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2265749449","media":"Barron's","summary":"U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earning","content":"<html><head></head><body><p>U.S. stock and bond markets will be closed on Monday for Labor Day. It&#39;s a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases should grab plenty of attention.</p><p>Results this week will come from GameStop and NIO on Wednesday, DocuSign and Zscaler on Thursday, and Kroger on Friday. Apple will also host a product launch event on Wednesday, when it is expected to unveil a new lineup of iPhones and Apple Watches.</p><p>Economic data releases next week include the Institute for Supply Management&#39;s Services Purchasing Managers&#39; Index for August on Tuesday. The consensus estimate is for the index to decline by about three points, to 54.</p><p>Other data for investors and economists to watch next week will be the Federal Reserve&#39;s sixth beige book of the year on Wednesday and the Department of Labor&#39;s initial jobless claims for the latest week on Thursday.</p><p>The European Central Bank also announces a monetary-policy decision on Thursday. Futures markets are pricing in the greatest odds of a 75-basis-point hike, which would bring ECB&#39;s benchmark interest-rate target to 0.75%.</p><p><b>Monday 9/5</b></p><p>Equity and fixed-income markets are closed in observance of Labor Day.</p><p><b>Tuesday 9/6</b></p><p>The Institute for Supply Management releases its Services Purchasing Managers&#39; Index for August. Consensus estimate is for a 54 reading, about three points lower than in July. The index is well off its record high of 68.4 from November, but still above the expansionary level of 50.</p><p><b>Wednesday 9/7</b></p><p>Appleholds a launch event, titled &#34;Far Out,&#34; at its headquarters in Cupertino, Calif. The company is expected to unveil four new iPhone 14 models and three new Apple Watches, along with other products.</p><p>GameStop and NIO report quarterly results.</p><p>The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions with anecdotal data collected by the 12 regional Federal Reserve banks.</p><p>The Mortgage Bankers Association releases its mortgage application survey for the week ending on Sept. 2. Mortgage applications have dropped for three consecutive weeks and are at a multidecade low amid record-high home prices and surging mortgage rates.</p><p><b>Thursday 9/8</b></p><p>DocuSign and Zscaler hold conference calls to discuss quarterly earnings.</p><p>Moderna hosts a research and development day, with presentations from its executive leadership, including CEO Stéphane Bancel.</p><p>The European Central Bank announces its monetary-policy decision. Traders are pricing in a 60% chance of a jumbo-size 75-basis-point hike, which would bring ECB&#39;s deposit facility rate to 0.75%. At its last meeting, in July, the central bank lifted its key interest rate by half a percentage point, from negative 0.5% to zero. It has been just over a decade since the deposit facility rate was last above zero.</p><p>The Department of Labor reports initial jobless claims for the week ending on Sept. 3. Claims averaged 241,500 in August, and have risen steadily this year from historically low levels.</p><p><b>Friday 9/9</b></p><p>Kroger reports second-quarter fiscal-2023 results.</p><p>Tapestry, the parent company of fashion brands Coach and Kate Spade, holds an investor day at its headquarters in New York. The company will discuss its long-term strategic initiatives and update its financial outlook.</p><p>The Federal Reserve releases the Financial Accounts of the United States for the second quarter. The report gives a snapshot of the nation&#39;s household net worth and debt. In the first quarter, household net worth fell by $544 billion, to $149.3 trillion. It was the first decline since the first quarter of 2020. With the S&amp;P 500 index plunging more than 16% in the second quarter, it&#39;s very likely that the report will show another decrease.</p></body></html>","source":"lsy1610680873436","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>GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NIO":"蔚来",".SPX":"S&P 500 Index","ZS":"Zscaler Inc.","GME":"游戏驿站","KR":"克罗格","AAPL":"苹果",".DJI":"道琼斯","DOCU":"Docusign"},"source_url":"https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265749449","content_text":"U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases should grab plenty of attention.Results this week will come from GameStop and NIO on Wednesday, DocuSign and Zscaler on Thursday, and Kroger on Friday. Apple will also host a product launch event on Wednesday, when it is expected to unveil a new lineup of iPhones and Apple Watches.Economic data releases next week include the Institute for Supply Management's Services Purchasing Managers' Index for August on Tuesday. The consensus estimate is for the index to decline by about three points, to 54.Other data for investors and economists to watch next week will be the Federal Reserve's sixth beige book of the year on Wednesday and the Department of Labor's initial jobless claims for the latest week on Thursday.The European Central Bank also announces a monetary-policy decision on Thursday. Futures markets are pricing in the greatest odds of a 75-basis-point hike, which would bring ECB's benchmark interest-rate target to 0.75%.Monday 9/5Equity and fixed-income markets are closed in observance of Labor Day.Tuesday 9/6The Institute for Supply Management releases its Services Purchasing Managers' Index for August. Consensus estimate is for a 54 reading, about three points lower than in July. The index is well off its record high of 68.4 from November, but still above the expansionary level of 50.Wednesday 9/7Appleholds a launch event, titled \"Far Out,\" at its headquarters in Cupertino, Calif. The company is expected to unveil four new iPhone 14 models and three new Apple Watches, along with other products.GameStop and NIO report quarterly results.The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions with anecdotal data collected by the 12 regional Federal Reserve banks.The Mortgage Bankers Association releases its mortgage application survey for the week ending on Sept. 2. Mortgage applications have dropped for three consecutive weeks and are at a multidecade low amid record-high home prices and surging mortgage rates.Thursday 9/8DocuSign and Zscaler hold conference calls to discuss quarterly earnings.Moderna hosts a research and development day, with presentations from its executive leadership, including CEO Stéphane Bancel.The European Central Bank announces its monetary-policy decision. Traders are pricing in a 60% chance of a jumbo-size 75-basis-point hike, which would bring ECB's deposit facility rate to 0.75%. At its last meeting, in July, the central bank lifted its key interest rate by half a percentage point, from negative 0.5% to zero. It has been just over a decade since the deposit facility rate was last above zero.The Department of Labor reports initial jobless claims for the week ending on Sept. 3. Claims averaged 241,500 in August, and have risen steadily this year from historically low levels.Friday 9/9Kroger reports second-quarter fiscal-2023 results.Tapestry, the parent company of fashion brands Coach and Kate Spade, holds an investor day at its headquarters in New York. The company will discuss its long-term strategic initiatives and update its financial outlook.The Federal Reserve releases the Financial Accounts of the United States for the second quarter. The report gives a snapshot of the nation's household net worth and debt. In the first quarter, household net worth fell by $544 billion, to $149.3 trillion. It was the first decline since the first quarter of 2020. With the S&P 500 index plunging more than 16% in the second quarter, it's very likely that the report will show another decrease.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995233216,"gmtCreate":1661472342136,"gmtModify":1676536524614,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"I don't think so 🧐","listText":"I don't think so 🧐","text":"I don't think so 🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995233216","repostId":"1115855678","repostType":2,"repost":{"id":"1115855678","kind":"news","pubTimestamp":1661471693,"share":"https://ttm.financial/m/news/1115855678?lang=&edition=fundamental","pubTime":"2022-08-26 07:54","market":"us","language":"en","title":"The Case for Tesla (TSLA) Stock to Reach $360","url":"https://stock-news.laohu8.com/highlight/detail?id=1115855678","media":"InvestorPlace","summary":"Tesla stock begins trading on a split basis today.Its price per share has been lowered considerably.But one analyst has already issued a bullish price target for the new stock.Today marks the first day of trading forTesla following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the3-for-1 splitinto action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly spli","content":"<html><head></head><body><ul><li><b>Tesla</b>(<b>TSLA</b>) stock begins trading on a split basis today.</li><li>Its price per share has been lowered considerably.</li><li>But one analyst has already issued a bullish price target for the new stock.</li></ul><p>Today marks the first day of trading for <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the 3-for-1 split into action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly split stock has been volatile today, as should be expected when a company undergoes a stock split. But one analyst has already set a bullish price target for TSLA stock. Dan Ives of Wedbush has long been one of Wall Street’s most notorious TSLA stock bulls. Now, he sees it hitting $360 per share within the next 12 months. He maintains his “outperform” rating for the stock.</p><p>Why does Ives predict this type of growth? Let’s dive into his recent report and see what he sees as TSLA stock’s future drivers in the post-split market.</p><p><b>TSLA Stock: Dan Ives’ Bullish Thesis</b></p><p>In a report issued yesterday, Ives and fellow analyst John Katsingrismade the case for why they believe TSLA stock will rise in the coming quarters. Prior to the split, both analysts had set a price target of $1,000 for TSLA stock, which they adjusted to $333 to reflect the split basis price.</p><p>While both analysts see the split as being a positive growth catalyst for TSLA, they have also identified another factor that they predict will boost shares as well. Production in China is increasing as well as at other Tesla gigafactories. As the report notes,</p><blockquote>“<b>China production ramping after a brutal 2Q.</b>After brutal shutdowns in April/May due to the zero Covid policy, we are now seeing unprecedented Model Y production in China after factory upgrades with Musk &amp; Co. on a pace to produce over 1 million vehicles annually out of this key product artery.<b><i>Demand is not the problem for Tesla, but supply has been and is now clearly on an upward trajectory.</i></b><i>“</i></blockquote><p>The final sentence of that paragraph highlights the central thesis of the bullish Tesla case. Tesla has seen demand rise throughout the year but has found it difficult to keep pace due to supply chain constraints. If Ives and Katsingris are correct, though, that tide may finally be shifting in Tesla’s favor. <i>Electrek</i> recently reported that “Tesla has managed to cut Model 3 and Model Y delivery times in China, an important market for the automaker, after upgrading Gigafactory Shanghai to add more production capacity.” This further supports the claims made by the Wedbush team that Tesla is successfully ramping up production in Shanghai, a key step if it wants to maintain its share of the global EV market.</p><p>Just how much do Ives and Katsingris think Tesla can grow? They answered that as well. “For 2023 we believe 2 million deliveries potential and massive production capacity will be a significant advantage for Tesla in this EV arms race with competition coming from every angle and geography.”</p><p><b>Green Tidal Wave</b></p><p>Ultimately, the case made by the Wedbush team traces back to the looming green energy revolution. Ives and Katsingris see Tesla at the center of this industry transformation, which they expect to see play out over the coming decade. The “green tidal wave is a major trend we expect to play out across the industry over the next decade and represents the biggest transformation to the auto industry since the 1950’s,” the report notes.</p><p>If the green tidal wave is coming — and the recent$370 billion climate bill certainly suggests that it is — Tesla is well equipped to lead the charge. By that logic, investors can expect to see TSLA stock continue rising as the world continues shifting toward a greener future, particularly if the company can continue successfully scaling production.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Case for Tesla (TSLA) Stock to Reach $360</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Case for Tesla (TSLA) Stock to Reach $360\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/the-case-for-tesla-tsla-stock-to-reach-360/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(TSLA) stock begins trading on a split basis today.Its price per share has been lowered considerably.But one analyst has already issued a bullish price target for the new stock.Today marks the ...</p>\n\n<a href=\"https://investorplace.com/2022/08/the-case-for-tesla-tsla-stock-to-reach-360/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/08/the-case-for-tesla-tsla-stock-to-reach-360/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115855678","content_text":"Tesla(TSLA) stock begins trading on a split basis today.Its price per share has been lowered considerably.But one analyst has already issued a bullish price target for the new stock.Today marks the first day of trading for Tesla(NASDAQ:TSLA) following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the 3-for-1 split into action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly split stock has been volatile today, as should be expected when a company undergoes a stock split. But one analyst has already set a bullish price target for TSLA stock. Dan Ives of Wedbush has long been one of Wall Street’s most notorious TSLA stock bulls. Now, he sees it hitting $360 per share within the next 12 months. He maintains his “outperform” rating for the stock.Why does Ives predict this type of growth? Let’s dive into his recent report and see what he sees as TSLA stock’s future drivers in the post-split market.TSLA Stock: Dan Ives’ Bullish ThesisIn a report issued yesterday, Ives and fellow analyst John Katsingrismade the case for why they believe TSLA stock will rise in the coming quarters. Prior to the split, both analysts had set a price target of $1,000 for TSLA stock, which they adjusted to $333 to reflect the split basis price.While both analysts see the split as being a positive growth catalyst for TSLA, they have also identified another factor that they predict will boost shares as well. Production in China is increasing as well as at other Tesla gigafactories. As the report notes,“China production ramping after a brutal 2Q.After brutal shutdowns in April/May due to the zero Covid policy, we are now seeing unprecedented Model Y production in China after factory upgrades with Musk & Co. on a pace to produce over 1 million vehicles annually out of this key product artery.Demand is not the problem for Tesla, but supply has been and is now clearly on an upward trajectory.“The final sentence of that paragraph highlights the central thesis of the bullish Tesla case. Tesla has seen demand rise throughout the year but has found it difficult to keep pace due to supply chain constraints. If Ives and Katsingris are correct, though, that tide may finally be shifting in Tesla’s favor. Electrek recently reported that “Tesla has managed to cut Model 3 and Model Y delivery times in China, an important market for the automaker, after upgrading Gigafactory Shanghai to add more production capacity.” This further supports the claims made by the Wedbush team that Tesla is successfully ramping up production in Shanghai, a key step if it wants to maintain its share of the global EV market.Just how much do Ives and Katsingris think Tesla can grow? They answered that as well. “For 2023 we believe 2 million deliveries potential and massive production capacity will be a significant advantage for Tesla in this EV arms race with competition coming from every angle and geography.”Green Tidal WaveUltimately, the case made by the Wedbush team traces back to the looming green energy revolution. Ives and Katsingris see Tesla at the center of this industry transformation, which they expect to see play out over the coming decade. The “green tidal wave is a major trend we expect to play out across the industry over the next decade and represents the biggest transformation to the auto industry since the 1950’s,” the report notes.If the green tidal wave is coming — and the recent$370 billion climate bill certainly suggests that it is — Tesla is well equipped to lead the charge. By that logic, investors can expect to see TSLA stock continue rising as the world continues shifting toward a greener future, particularly if the company can continue successfully scaling production.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992668471,"gmtCreate":1661306407296,"gmtModify":1676536494091,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992668471","repostId":"1125052557","repostType":4,"repost":{"id":"1125052557","kind":"news","pubTimestamp":1661305392,"share":"https://ttm.financial/m/news/1125052557?lang=&edition=fundamental","pubTime":"2022-08-24 09:43","market":"sg","language":"en","title":"3 Dividend-Paying Singapore Stocks I Would Buy With S$20,000","url":"https://stock-news.laohu8.com/highlight/detail?id=1125052557","media":"The Smart Investor","summary":"As an investor, you should constantly be on the lookout for great investment ideas.By surveying the landscape for potential investments, you can sharpen your mind and also identify attractive opportun","content":"<html><head></head><body><p>As an investor, you should constantly be on the lookout for great investment ideas.</p><p>By surveying the landscape for potential investments, you can sharpen your mind and also identify attractive opportunities to park some money.</p><p>It’s an interesting thought exercise that should gel with your personal investment goals.</p><p>For myself, I always imagine how I would deploy a tidy sum of S$20,000 if I had this spare cash.</p><p>I’d usually gun for a mix of growth and dividend yield, so my investment radar will be searching for stocks that can provide this juicy combination.</p><p>Here are three dividend-paying stocks that I believe can give me the bang for my buck.</p><h3><a href=\"https://laohu8.com/S/AWX.SI\">AEM Holdings Ltd </a></h3><p>AEM provides comprehensive test solutions for the semiconductor and electronics sector and has manufacturing plants in countries such as Singapore, Malaysia, Indonesia, and the US.</p><p>The group recently reported its fiscal 2022’s first half (1H2022) earnings that saw its highest revenue and profit before tax in the group’s history.</p><p>Revenue jumped more than two-fold from S$192.2 million to S$540.5 million in 1H2022.</p><p>Net profit surged from S$29.7 million to S$83.1 million.</p><p>AEM’s interim dividend has also more than doubled year on year from S$0.026 to S$0.067, with the group retaining three-quarters of its net profit for reinvestment in the business.</p><p>Together with last year’s final dividend of S$0.05, the test solutions specialist’s trailing 12-month dividend stands at S$0.117.</p><p>Its shares now offer a trailing dividend yield of 2.6%.</p><p>While this may not seem high, remember that AEM expects more growth that could translate to higher profits and, by extension, higher levels of dividends.</p><p>It announced two new customer wins in the high-performance computing, artificial intelligence and mobility processors space</p><p>In addition, the group also revised its revenue guidance for FY2022 to be in the range of S$750 million to S$800 million, up from its previous range of S$700 million to S$750 million.</p><h3><a href=\"https://laohu8.com/S/OYY.SI\">PropNex Limited </a></h3><p>PropNex is an integrated real estate services group with over 11,744 sales professionals as of 1 August.</p><p>The group provides a range of services such as real estate brokerage, training, property management, and real estate consultancy.</p><p>The property brokerage firm reported a downbeat set of earnings for 1H2022 as transaction volumes moderated following the introduction of fresh property cooling measures in December last year.</p><p>Revenue dipped by 1.8% year on year to S$472.3 million while net profit fell 17.7% year on year to S$28.3 million.</p><p>Despite the weaker results, PropNex declared an interim dividend of S$0.055, unchanged from a year ago.</p><p>Coupled with the final dividend of S$0.07 from last year, PropNex’s trailing 12-month dividend stands at S$0.125, giving its shares a trailing dividend yield of 7.6%.</p><p>The outlook is bright for the property market as prices for resale condominiums crept up for the 24th consecutive month even as interest rates head up.</p><p>Analysts are also confident that current mortgage rates are still manageable and do not expect home buyers to feel the pinch.</p><p>In the longer term, the relocation of Paya Lebar Air Base will allow for the redevelopment of Hougang, Punggol and Marine Parade, freeing up land for 150,000 new homes.</p><p>These trends bode well for PropNex even as it extends its footprint into Australia, its sixth market in the Asia-Pacific region.</p><h3><a href=\"https://laohu8.com/S/OV8.SI\">Sheng Siong Group Ltd </a></h3><p>Sheng Siong is one of the largest supermarket chains in Singapore with a network of 66 outlets across the island.</p><p>The group offers more than 1,500 products under its 23 house brands and sells a wide variety of household products, food and other necessities.</p><p>The retailer has remained resilient despite a drop off in sales from the pandemic boost last year.</p><p>Revenue dipped just 0.7% year on year to S$676.8 million for 1H2022 but net profit inched up 2.1% year on year to S$67.5 million because of better profit margins.</p><p>An interim dividend of S$0.0315 was declared, slightly higher than the S$0.031 paid out in 1H2021.</p><p>Together with last year’s final dividend of S$0.031, the trailing 12-month dividend came up to S$0.0625, giving Sheng Siong’s shares a trailing dividend yield of 3.9%.</p><p>The group will continue to look for potential space in new HDB estates to establish new stores.</p><p>Construction of HDB is now back on track with the lifting of restrictions and will enable Sheng Siong to tap on opportunities to open more stores.</p><p>At the same time, the retailer will continue to improve its gross margin and find ways to counteract rising costs from inflation.</p><p>Looking for investment opportunities in 2022 and beyond? In our latest special FREE report “Top 9 Dividend Stocks for 2022”, we’re revealing 3 groups of stocks that are set to deliver mouth-watering dividends in the coming year.</p></body></html>","source":"lsy1602567310727","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 Dividend-Paying Singapore Stocks I Would Buy With S$20,000</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 Dividend-Paying Singapore Stocks I Would Buy With S$20,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/3-dividend-paying-singapore-stocks-i-would-buy-with-s20000/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As an investor, you should constantly be on the lookout for great investment ideas.By surveying the landscape for potential investments, you can sharpen your mind and also identify attractive ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-dividend-paying-singapore-stocks-i-would-buy-with-s20000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AWX.SI":"永科"},"source_url":"https://thesmartinvestor.com.sg/3-dividend-paying-singapore-stocks-i-would-buy-with-s20000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125052557","content_text":"As an investor, you should constantly be on the lookout for great investment ideas.By surveying the landscape for potential investments, you can sharpen your mind and also identify attractive opportunities to park some money.It’s an interesting thought exercise that should gel with your personal investment goals.For myself, I always imagine how I would deploy a tidy sum of S$20,000 if I had this spare cash.I’d usually gun for a mix of growth and dividend yield, so my investment radar will be searching for stocks that can provide this juicy combination.Here are three dividend-paying stocks that I believe can give me the bang for my buck.AEM Holdings Ltd AEM provides comprehensive test solutions for the semiconductor and electronics sector and has manufacturing plants in countries such as Singapore, Malaysia, Indonesia, and the US.The group recently reported its fiscal 2022’s first half (1H2022) earnings that saw its highest revenue and profit before tax in the group’s history.Revenue jumped more than two-fold from S$192.2 million to S$540.5 million in 1H2022.Net profit surged from S$29.7 million to S$83.1 million.AEM’s interim dividend has also more than doubled year on year from S$0.026 to S$0.067, with the group retaining three-quarters of its net profit for reinvestment in the business.Together with last year’s final dividend of S$0.05, the test solutions specialist’s trailing 12-month dividend stands at S$0.117.Its shares now offer a trailing dividend yield of 2.6%.While this may not seem high, remember that AEM expects more growth that could translate to higher profits and, by extension, higher levels of dividends.It announced two new customer wins in the high-performance computing, artificial intelligence and mobility processors spaceIn addition, the group also revised its revenue guidance for FY2022 to be in the range of S$750 million to S$800 million, up from its previous range of S$700 million to S$750 million.PropNex Limited PropNex is an integrated real estate services group with over 11,744 sales professionals as of 1 August.The group provides a range of services such as real estate brokerage, training, property management, and real estate consultancy.The property brokerage firm reported a downbeat set of earnings for 1H2022 as transaction volumes moderated following the introduction of fresh property cooling measures in December last year.Revenue dipped by 1.8% year on year to S$472.3 million while net profit fell 17.7% year on year to S$28.3 million.Despite the weaker results, PropNex declared an interim dividend of S$0.055, unchanged from a year ago.Coupled with the final dividend of S$0.07 from last year, PropNex’s trailing 12-month dividend stands at S$0.125, giving its shares a trailing dividend yield of 7.6%.The outlook is bright for the property market as prices for resale condominiums crept up for the 24th consecutive month even as interest rates head up.Analysts are also confident that current mortgage rates are still manageable and do not expect home buyers to feel the pinch.In the longer term, the relocation of Paya Lebar Air Base will allow for the redevelopment of Hougang, Punggol and Marine Parade, freeing up land for 150,000 new homes.These trends bode well for PropNex even as it extends its footprint into Australia, its sixth market in the Asia-Pacific region.Sheng Siong Group Ltd Sheng Siong is one of the largest supermarket chains in Singapore with a network of 66 outlets across the island.The group offers more than 1,500 products under its 23 house brands and sells a wide variety of household products, food and other necessities.The retailer has remained resilient despite a drop off in sales from the pandemic boost last year.Revenue dipped just 0.7% year on year to S$676.8 million for 1H2022 but net profit inched up 2.1% year on year to S$67.5 million because of better profit margins.An interim dividend of S$0.0315 was declared, slightly higher than the S$0.031 paid out in 1H2021.Together with last year’s final dividend of S$0.031, the trailing 12-month dividend came up to S$0.0625, giving Sheng Siong’s shares a trailing dividend yield of 3.9%.The group will continue to look for potential space in new HDB estates to establish new stores.Construction of HDB is now back on track with the lifting of restrictions and will enable Sheng Siong to tap on opportunities to open more stores.At the same time, the retailer will continue to improve its gross margin and find ways to counteract rising costs from inflation.Looking for investment opportunities in 2022 and beyond? In our latest special FREE report “Top 9 Dividend Stocks for 2022”, we’re revealing 3 groups of stocks that are set to deliver mouth-watering dividends in the coming year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995308544,"gmtCreate":1661402343790,"gmtModify":1676536512675,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"To the moon 🌚","listText":"To the moon 🌚","text":"To the moon 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995308544","repostId":"1172569376","repostType":2,"repost":{"id":"1172569376","kind":"news","pubTimestamp":1661399948,"share":"https://ttm.financial/m/news/1172569376?lang=&edition=fundamental","pubTime":"2022-08-25 11:59","market":"us","language":"en","title":"Nvidia: Disaster Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1172569376","media":"Seeking Alpha","summary":"SummaryNvidia reported its second quarter earnings, missing estimates.Nvidia's Q3 guidance is more i","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia reported its second quarter earnings, missing estimates.</li><li>Nvidia&#39;s Q3 guidance is more important, however. Unfortunately, that guidance was horrendous.</li><li>Nvidia is a quality company and well-positioned in the long run. But near-term issues and a too-high valuation make me stay away for now.</li></ul><p><b>Article Thesis</b></p><p>Nvidia Corporation (NASDAQ:NVDA) has just reported its most recent quarterly results. Profits were below expectations, but overall, results were more or less in line with what the market had anticipated, as Nvidia had pre-announced some of its results not too long ago.</p><p>The company&#39;s guidance for the current quarter is much worse than expected, however. Nvidia is clearly feeling hefty pressure from the current crypto winter, and it seems questionable to pay $170 or more per share of Nvidia in the current environment.</p><p><b>Q2 Was Worse Than Expected</b></p><p>Nvidia had pre-announced its revenue results for the second quarter earlier, thus there was no major surprise there - analysts adjusted their models accordingly, and Nvidia met the consensus estimate:</p><p><img src=\"https://static.tigerbbs.com/1c716ed40d45d1089f6ca834756f1e12\" tg-width=\"640\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>But the company nevertheless missed estimates, as margin compression was worse than expected. In fact, Nvidia saw its gross margin drop massively, showcased by the following table:</p><p><img src=\"https://static.tigerbbs.com/a7f7f877afef390846c2b1ff5b54cef9\" tg-width=\"624\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>The company&#39;s gross margin dropped from a very attractive 67% to a much less attractive 46% over the last year, almost being cut in half. A 46% gross margin isn&#39;t disastrous in absolute terms, but the hefty margin drop naturally has a huge impact on Nvidia&#39;s profitability.</p><p>Nvidia was widely regarded as a high-end semiconductor company that was able to generate very strong margins due to its excellent product quality. But at least for now, that has apparently ended, as its gross margin is far lower than what we have gotten used to in recent years.</p><p>At the same time, Nvidia also saw its operating expenses explode upwards. This includes research and development, sales, but also administrative costs. WhileNvidia was able to grow its revenue by 3% year over year, operating expenses somehow rose by almost 40% - or around<i>13x as much</i> as the company&#39;s revenue. That is pretty bad, and it is not clear why that happened. Higher R&amp;D expenses aren&#39;t bad per se, at least if those result in strong products that improve the longer-term growth outlook.</p><p>But for a growth company like Nvidia, investors generally want to see operating leverage, meaning operating expenses grow less than revenue and gross profit, as this allows a company to grow its profits faster than its sales. The complete opposite of that happened here, as gross margins dropped severely while operating costs rose much more than Nvidia&#39;s sales and gross profit. The steep profit decline of more than 50% is the logical consequence of that ill-timed increase in Nvidia&#39;s operating expenses.</p><p>With earnings per share at $0.50 for the quarter, Nvidia&#39;s EPS is running at a $2 annual rate. That will most likely drop even further in Q3, as indicated by the pretty weak forward guidance (more on that later). Profits are now back at the level seen in early 2020 when earnings per share were in the $0.50 range as well. It&#39;s important to note that Nvidia was trading at as low as $50 back then, whereas Nvidia is trading at $170 right here -- or more than 80x the Q2 earnings run rate.</p><p>These areNvidia&#39;s non-GAAP results, where items such as share-based compensation are already backed out. GAAP profitability was even worse, as GAAP earnings per share came in at $0.26 -- or around $1 annualized, for a 170x earnings multiple. That&#39;s quite expensive for a company with a 3% top-line growth rate.</p><p><b>Nvidia&#39;s Forward Guidance Is Horrendous</b></p><p>I want to note first that I do believe that Nvidia is a quality company with a positive long-term outlook, thanks to its strong position in growth markets such as AI, autonomous driving, etc. I also want to note that I have been a bull on Nvidia in the past, and shares are up since my last bullish article. But when the facts change and the underlying performance is much worse than previously thought, then it makes sense to reflect one&#39;s formerly bullish stance.</p><p>Nvidia&#39;s guidance for the current quarter, Q3, was very bad. The company is forecasting revenues of $5.9 billion for the period, which is not only $1 billion or 15% below the current consensus estimate, but which also indicates a revenue decline of 16.9% versus last year&#39;s Q3 revenue of $7.1 billion. That is comparable to Intel&#39;s (INTC) revenue decline during the most recent quarter, as Intel reported a drop of 17.3% in its top line for the period. In other words, Nvidia is forecasting a revenue drop that is comparable to the one Intel has just reported -- the huge difference is that Intel trades at 2.1x forward sales, whereas Nvidia trades at 15x forward sales, which is a 600% premium relative to how Intel is valued.</p><p>There are good arguments for Nvidia to trade at a premium versus Intel, such as its stronger position in the fast-growing data center market, where Nvidia saw its revenue rise by 60% in Q2, while Intel&#39;s data center dropped. But whether it makes sense for Nvidia to trade at a 600% premium on a sales basis, relative to Intel, while both are seeing their revenues drop, is highly questionable, I believe.</p><p>What&#39;s the explanation for the hefty revenue decline that Nvidia forecasts for the current quarter? It&#39;s not the overall semiconductor market, that&#39;s pretty clear, as the World Semiconductor Trade Statistics, or WSTS, has just announced that overall semiconductor revenues would climb 14% in 2022. WhenNvidia&#39;s revenues are falling by double-digits, while the broad semiconductor industry is growing by double-digits, then there must be other factors at work. In Nvidia&#39;s case, that&#39;s the current crypto winter. WhileNvidia&#39;s chips were useless for Bitcoin mining, they were excellent for Ethereum mining due to the algorithm Ethereum uses, which is very GPU-friendly. With crypto prices plunging in 2022, Nvidia is feeling pressure due to two reasons.</p><p>First, the company can sell fewer chips to crypto miners, as Ethereum mining has become less profitable, which is why demand dropped. At the same time, less demand by crypto miners results in a looser supply-demand picture, which leads to price declines for GPUs. This is further accelerated by the fact that some crypto miners are selling the GPUs they own on secondary markets, which further pressures pricing for new GPUs.</p><p>Due to the current crypto winter, Nvidia is thus feeling a double hit from lower sales volumes and lower average margins. That&#39;s luckily partially made up by the strong performance in other areas, such as data centers. But as the weak guidance for the current quarter shows, Nvidia is not able to fully offset the headwinds from the weak crypto environment. It thus looks like investors have to come to terms with the fact that Nvidia&#39;s strong underlying performance was at least partially driven by crypto enthusiasm. Now that crypto has been in a downtrend for some time, that former tailwind is turning into a headwind.</p><p><b>What&#39;s The Outlook?</b></p><p>In the very long term, Nvidia will still be a solid growth company, I believe. Data center demand will continue to grow. Autonomous driving is a long-term megatrend that will lead to rising demand for Nvidia&#39;s Hyperion platform and similar products. But in the near term, the outlook is far from great.</p><p>SinceNvidia is trading at a pretty high valuation of 46x forward earnings, even before those earnings estimates have declined due to the weaker-than-expected Q3 guidance, I do not believe that Nvidia is a great investment at current prices. There are other semiconductor companies with way better near-term growth outlooks that trade at less than halfNvidia&#39;s earnings multiple, such as AMD (AMD), Broadcom (AVGO), Qualcomm (QCOM), and so on. With those picks being available today, I do not see a great reason to buy Nvidia right now. The long-term outlook is positive, but the near-term issues and too-high valuation make me stay away for now.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Disaster Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Disaster Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536839-nvidia-disaster-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia reported its second quarter earnings, missing estimates.Nvidia's Q3 guidance is more important, however. Unfortunately, that guidance was horrendous.Nvidia is a quality company and well-...</p>\n\n<a href=\"https://seekingalpha.com/article/4536839-nvidia-disaster-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4536839-nvidia-disaster-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172569376","content_text":"SummaryNvidia reported its second quarter earnings, missing estimates.Nvidia's Q3 guidance is more important, however. Unfortunately, that guidance was horrendous.Nvidia is a quality company and well-positioned in the long run. But near-term issues and a too-high valuation make me stay away for now.Article ThesisNvidia Corporation (NASDAQ:NVDA) has just reported its most recent quarterly results. Profits were below expectations, but overall, results were more or less in line with what the market had anticipated, as Nvidia had pre-announced some of its results not too long ago.The company's guidance for the current quarter is much worse than expected, however. Nvidia is clearly feeling hefty pressure from the current crypto winter, and it seems questionable to pay $170 or more per share of Nvidia in the current environment.Q2 Was Worse Than ExpectedNvidia had pre-announced its revenue results for the second quarter earlier, thus there was no major surprise there - analysts adjusted their models accordingly, and Nvidia met the consensus estimate:Seeking AlphaBut the company nevertheless missed estimates, as margin compression was worse than expected. In fact, Nvidia saw its gross margin drop massively, showcased by the following table:Seeking AlphaThe company's gross margin dropped from a very attractive 67% to a much less attractive 46% over the last year, almost being cut in half. A 46% gross margin isn't disastrous in absolute terms, but the hefty margin drop naturally has a huge impact on Nvidia's profitability.Nvidia was widely regarded as a high-end semiconductor company that was able to generate very strong margins due to its excellent product quality. But at least for now, that has apparently ended, as its gross margin is far lower than what we have gotten used to in recent years.At the same time, Nvidia also saw its operating expenses explode upwards. This includes research and development, sales, but also administrative costs. WhileNvidia was able to grow its revenue by 3% year over year, operating expenses somehow rose by almost 40% - or around13x as much as the company's revenue. That is pretty bad, and it is not clear why that happened. Higher R&D expenses aren't bad per se, at least if those result in strong products that improve the longer-term growth outlook.But for a growth company like Nvidia, investors generally want to see operating leverage, meaning operating expenses grow less than revenue and gross profit, as this allows a company to grow its profits faster than its sales. The complete opposite of that happened here, as gross margins dropped severely while operating costs rose much more than Nvidia's sales and gross profit. The steep profit decline of more than 50% is the logical consequence of that ill-timed increase in Nvidia's operating expenses.With earnings per share at $0.50 for the quarter, Nvidia's EPS is running at a $2 annual rate. That will most likely drop even further in Q3, as indicated by the pretty weak forward guidance (more on that later). Profits are now back at the level seen in early 2020 when earnings per share were in the $0.50 range as well. It's important to note that Nvidia was trading at as low as $50 back then, whereas Nvidia is trading at $170 right here -- or more than 80x the Q2 earnings run rate.These areNvidia's non-GAAP results, where items such as share-based compensation are already backed out. GAAP profitability was even worse, as GAAP earnings per share came in at $0.26 -- or around $1 annualized, for a 170x earnings multiple. That's quite expensive for a company with a 3% top-line growth rate.Nvidia's Forward Guidance Is HorrendousI want to note first that I do believe that Nvidia is a quality company with a positive long-term outlook, thanks to its strong position in growth markets such as AI, autonomous driving, etc. I also want to note that I have been a bull on Nvidia in the past, and shares are up since my last bullish article. But when the facts change and the underlying performance is much worse than previously thought, then it makes sense to reflect one's formerly bullish stance.Nvidia's guidance for the current quarter, Q3, was very bad. The company is forecasting revenues of $5.9 billion for the period, which is not only $1 billion or 15% below the current consensus estimate, but which also indicates a revenue decline of 16.9% versus last year's Q3 revenue of $7.1 billion. That is comparable to Intel's (INTC) revenue decline during the most recent quarter, as Intel reported a drop of 17.3% in its top line for the period. In other words, Nvidia is forecasting a revenue drop that is comparable to the one Intel has just reported -- the huge difference is that Intel trades at 2.1x forward sales, whereas Nvidia trades at 15x forward sales, which is a 600% premium relative to how Intel is valued.There are good arguments for Nvidia to trade at a premium versus Intel, such as its stronger position in the fast-growing data center market, where Nvidia saw its revenue rise by 60% in Q2, while Intel's data center dropped. But whether it makes sense for Nvidia to trade at a 600% premium on a sales basis, relative to Intel, while both are seeing their revenues drop, is highly questionable, I believe.What's the explanation for the hefty revenue decline that Nvidia forecasts for the current quarter? It's not the overall semiconductor market, that's pretty clear, as the World Semiconductor Trade Statistics, or WSTS, has just announced that overall semiconductor revenues would climb 14% in 2022. WhenNvidia's revenues are falling by double-digits, while the broad semiconductor industry is growing by double-digits, then there must be other factors at work. In Nvidia's case, that's the current crypto winter. WhileNvidia's chips were useless for Bitcoin mining, they were excellent for Ethereum mining due to the algorithm Ethereum uses, which is very GPU-friendly. With crypto prices plunging in 2022, Nvidia is feeling pressure due to two reasons.First, the company can sell fewer chips to crypto miners, as Ethereum mining has become less profitable, which is why demand dropped. At the same time, less demand by crypto miners results in a looser supply-demand picture, which leads to price declines for GPUs. This is further accelerated by the fact that some crypto miners are selling the GPUs they own on secondary markets, which further pressures pricing for new GPUs.Due to the current crypto winter, Nvidia is thus feeling a double hit from lower sales volumes and lower average margins. That's luckily partially made up by the strong performance in other areas, such as data centers. But as the weak guidance for the current quarter shows, Nvidia is not able to fully offset the headwinds from the weak crypto environment. It thus looks like investors have to come to terms with the fact that Nvidia's strong underlying performance was at least partially driven by crypto enthusiasm. Now that crypto has been in a downtrend for some time, that former tailwind is turning into a headwind.What's The Outlook?In the very long term, Nvidia will still be a solid growth company, I believe. Data center demand will continue to grow. Autonomous driving is a long-term megatrend that will lead to rising demand for Nvidia's Hyperion platform and similar products. But in the near term, the outlook is far from great.SinceNvidia is trading at a pretty high valuation of 46x forward earnings, even before those earnings estimates have declined due to the weaker-than-expected Q3 guidance, I do not believe that Nvidia is a great investment at current prices. There are other semiconductor companies with way better near-term growth outlooks that trade at less than halfNvidia's earnings multiple, such as AMD (AMD), Broadcom (AVGO), Qualcomm (QCOM), and so on. With those picks being available today, I do not see a great reason to buy Nvidia right now. The long-term outlook is positive, but the near-term issues and too-high valuation make me stay away for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996600624,"gmtCreate":1661153750870,"gmtModify":1676536463182,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"To the moon 🌚","listText":"To the moon 🌚","text":"To the moon 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996600624","repostId":"1149567871","repostType":2,"repost":{"id":"1149567871","kind":"news","pubTimestamp":1661151120,"share":"https://ttm.financial/m/news/1149567871?lang=&edition=fundamental","pubTime":"2022-08-22 14:52","market":"us","language":"en","title":"The S&P 500 May Soon Be Handed A Harsh Dose Of Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1149567871","media":"Seeking Alpha","summary":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Stocks have been living in the land of make-believe for the past 4 weeks.</li><li>Futures, bond, and currency markets have a message that cannot be ignored.</li><li>There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.</li></ul><p>Last week saw the S&amp;P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.</p><p>Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.</p><p><b>Anchored In Reality</b></p><p>While equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.</p><p>The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.</p><p><img src=\"https://static.tigerbbs.com/279e0ddd9681ce78c8efdf65c92585c4\" tg-width=\"640\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Not only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.</p><p><img src=\"https://static.tigerbbs.com/520f537a254ceca325f0f739ed24da86\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.</p><p><img src=\"https://static.tigerbbs.com/97f8a1c6b137e1fea5ea132a785895e6\" tg-width=\"640\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.</p><p><img src=\"https://static.tigerbbs.com/c963707b39f3349cfa0a3bf889ef05c3\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Unhinged</b></p><p>Meanwhile, since July 14, the S&amp;P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&amp;P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.</p><p><img src=\"https://static.tigerbbs.com/e92b730aa1436fd685a6d1f890b5b335\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn&#39;t start coming down quickly, nominal yields will need to push much higher in the future.</p><p><img src=\"https://static.tigerbbs.com/8e02eafa0eb56ad0caef5937cc718999\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The big problem is that the S&amp;P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&amp;P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&amp;P 500 would be worth around 3,200.</p><p><img src=\"https://static.tigerbbs.com/06a8c0ae388bca3ab540abd41f585412\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.</p><p>The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.</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>The S&P 500 May Soon Be Handed A Harsh Dose Of Reality</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Soon Be Handed A Harsh Dose Of Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149567871","content_text":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.Last week saw the S&P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.Anchored In RealityWhile equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.BloombergNot only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.BloombergEven nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.BloombergEven the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.TradingViewUnhingedMeanwhile, since July 14, the S&P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.BloombergThe high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn't start coming down quickly, nominal yields will need to push much higher in the future.BloombergThe big problem is that the S&P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&P 500 would be worth around 3,200.BloombergIn typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920648017,"gmtCreate":1670488447039,"gmtModify":1676538378782,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"There is nothing to take 🌚","listText":"There is nothing to take 🌚","text":"There is nothing to take 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920648017","repostId":"1105376473","repostType":4,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997875446,"gmtCreate":1661786452287,"gmtModify":1676536578686,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"The green cap is going to the moon 💲","listText":"The green cap is going to the moon 💲","text":"The green cap is going to the moon 💲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997875446","repostId":"1153071272","repostType":4,"repost":{"id":"1153071272","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":1661785746,"share":"https://ttm.financial/m/news/1153071272?lang=&edition=fundamental","pubTime":"2022-08-29 23:09","market":"us","language":"en","title":"Semiconductor Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1153071272","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","content":"<html><head></head><body><p>Semiconductor stocks slid in morning trading.</p><p>Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/ee49d63fecf47ec07571e054b05ec215\" tg-width=\"460\" tg-height=\"762\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-29 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slid in morning trading.</p><p>Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/ee49d63fecf47ec07571e054b05ec215\" tg-width=\"460\" tg-height=\"762\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153071272","content_text":"Semiconductor stocks slid in morning trading.Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994811198,"gmtCreate":1661593306116,"gmtModify":1676536547826,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Faster than their cars 🤠","listText":"Faster than their cars 🤠","text":"Faster than their cars 🤠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994811198","repostId":"1180024105","repostType":2,"repost":{"id":"1180024105","kind":"news","pubTimestamp":1661579226,"share":"https://ttm.financial/m/news/1180024105?lang=&edition=fundamental","pubTime":"2022-08-27 13:47","market":"us","language":"en","title":"Tesla Ramping Up Fast: Giga Berlin Shooting For 2,000 Model Y A Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1180024105","media":"InsideEVs","summary":"When Tesla opened its newest factories in Germany and Texas, it was clear it would be a long time before the factories could ramp up significantly. In fact, Tesla provided its annual production and de","content":"<html><head></head><body><p>When Tesla opened its newest factories in Germany and Texas, it was clear it would be a long time before the factories could ramp up significantly. In fact, Tesla provided its annual production and delivery estimates stating that it wasn&#39;t counting on Giga Berlin or Giga Texas to make a monumental impact since Giga Shanghai and Tesla&#39;s Fremont factory are cranking out EVs at an increasing speed.</p><p>Nonetheless, Tesla already hit the milestone of 1,000 Model Y crossovers produced per week in Berlin by June 2022. The same goal was achieved at Giga Texas much more recently. At any rate, new reports are suggesting that Tesla is hoping to produce 2,000 Model Y per week in the near future. As we previously reported, the goal is for the Tesla factory in Germany to reach a run rate of 3,000 EVs per week by this October 2022.</p><p>Keep in mind that Tesla&#39;s CEO Elon Musk has been raving about the Model Y since he first unveiled it. Musk has gone so far as to say that it will eventually be the best-selling vehicle across the globe, and it&#39;s already making notable strides.</p><p>With two factories making Model Y crossovers in the US for the local market, as well as a factory in China producing the electric crossover for local and global consumption, Tesla is already proving that it can begin to chip away at the high demand by reducing Model Y delivery times. Now, focusing on the European market seems paramount.</p><p>The new 2,000-Model-Y-per-week goal was reported by Teslarati based on details from the German publication TeslaMag.de. The article cites reports suggesting that Tesla aims to achieve the goal sometime in September 2022.</p><p>If the EV maker can pull it off, it will have doubled its production capacity in just a few months. Adding another 1,000 EVs produced per week in another month or so doesn&#39;t seem impossible, but we&#39;ll have to wait and see how the ramp-up to 2,000 progresses before we speculate about when Tesla might actually hit 3,000.</p><p>It&#39;s important to note that even though Tesla just recently opened Giga Berlin, it has already carried out some upgrades to speed up production. The same has been true of Giga Shanghai and Giga Texas.</p><p>Tesla continues to prove that it can increase its production speed at factories across the globe and that the upgrades are actually making a notable impact. This helps to make it more clear that those same strategies and upgrades may have a similar impact at each of Tesla&#39;s factories.</p><p>Looking further out, Tesla executive Drew Baglino noted during the company&#39;s Q2 2022 earning conference call that Giga Berlin could reach a run rate of as many as 5,000 Model Y SUVs per week by the end of 2022.</p></body></html>","source":"lsy1638513147814","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>Tesla Ramping Up Fast: Giga Berlin Shooting For 2,000 Model Y A Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Ramping Up Fast: Giga Berlin Shooting For 2,000 Model Y A Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 13:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://insideevs.com/news/606719/tesla-ramping-fast-giga-berlin-report-2000-week/><strong>InsideEVs</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Tesla opened its newest factories in Germany and Texas, it was clear it would be a long time before the factories could ramp up significantly. In fact, Tesla provided its annual production and ...</p>\n\n<a href=\"https://insideevs.com/news/606719/tesla-ramping-fast-giga-berlin-report-2000-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://insideevs.com/news/606719/tesla-ramping-fast-giga-berlin-report-2000-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180024105","content_text":"When Tesla opened its newest factories in Germany and Texas, it was clear it would be a long time before the factories could ramp up significantly. In fact, Tesla provided its annual production and delivery estimates stating that it wasn't counting on Giga Berlin or Giga Texas to make a monumental impact since Giga Shanghai and Tesla's Fremont factory are cranking out EVs at an increasing speed.Nonetheless, Tesla already hit the milestone of 1,000 Model Y crossovers produced per week in Berlin by June 2022. The same goal was achieved at Giga Texas much more recently. At any rate, new reports are suggesting that Tesla is hoping to produce 2,000 Model Y per week in the near future. As we previously reported, the goal is for the Tesla factory in Germany to reach a run rate of 3,000 EVs per week by this October 2022.Keep in mind that Tesla's CEO Elon Musk has been raving about the Model Y since he first unveiled it. Musk has gone so far as to say that it will eventually be the best-selling vehicle across the globe, and it's already making notable strides.With two factories making Model Y crossovers in the US for the local market, as well as a factory in China producing the electric crossover for local and global consumption, Tesla is already proving that it can begin to chip away at the high demand by reducing Model Y delivery times. Now, focusing on the European market seems paramount.The new 2,000-Model-Y-per-week goal was reported by Teslarati based on details from the German publication TeslaMag.de. The article cites reports suggesting that Tesla aims to achieve the goal sometime in September 2022.If the EV maker can pull it off, it will have doubled its production capacity in just a few months. Adding another 1,000 EVs produced per week in another month or so doesn't seem impossible, but we'll have to wait and see how the ramp-up to 2,000 progresses before we speculate about when Tesla might actually hit 3,000.It's important to note that even though Tesla just recently opened Giga Berlin, it has already carried out some upgrades to speed up production. The same has been true of Giga Shanghai and Giga Texas.Tesla continues to prove that it can increase its production speed at factories across the globe and that the upgrades are actually making a notable impact. This helps to make it more clear that those same strategies and upgrades may have a similar impact at each of Tesla's factories.Looking further out, Tesla executive Drew Baglino noted during the company's Q2 2022 earning conference call that Giga Berlin could reach a run rate of as many as 5,000 Model Y SUVs per week by the end of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994811913,"gmtCreate":1661593260734,"gmtModify":1676536547824,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994811913","repostId":"2262593901","repostType":2,"repost":{"id":"2262593901","kind":"highlight","pubTimestamp":1661563746,"share":"https://ttm.financial/m/news/2262593901?lang=&edition=fundamental","pubTime":"2022-08-27 09:29","market":"us","language":"en","title":"BofA is Bearish on PCs But Likes Apple's Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=2262593901","media":"TheStreet","summary":"After booming through much of the covid pandemic, the personal computer industry is dropping back to","content":"<html><head></head><body><p>After booming through much of the covid pandemic, the personal computer industry is dropping back to earth.</p><p>Global PC shipments fell 11.1% year-over-year in the second quarter to 71.2 million units, the biggest annual decline since the second quarter of 2013, according to Counterpoint data.</p><p>And Bank of America analysts aren’t looking for a recovery any time soon. “Our view is that PCs were about 10% overbought during covid years,” they wrote in a commentary.</p><p>“We cut our PC unit estimates for 2022, 2023 and 2024 based on our view that about 10% of shipments during covid years (2020 &amp; 2021) were the result of demand being pulled forward from the next three years.”</p><p>The analysts now forecast 2022 shipments of 285 million units, compared to their prior estimate of 322 million and the IDC&#39;s (International) Data Corp. estimate of 320 million. BofA also predicts PC revenue will shrink 9% this year.</p><h2>‘Overbought’ PC Categories</h2><p>“All PC categories except commercial desktops and workstations were overbought during the last two years,” they said.</p><p>“We expect the overbought categories to see lower demand levels at least through 2023. We expect revenues to see less erosion versus units, as inflationary costs and richer configurations should provide some pricing support.”</p><p>As for PC stocks, the Nasdaq Computer stock index, has dropped 24.7% so far this year, compared to a more modest 14.9%  slide for the S&amp;P 500</p><p>“We cut our 2022 and 2023 estimates for PCs for <a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> and <a href=\"https://laohu8.com/S/HPQ\">HP</a>, but leave <a href=\"https://laohu8.com/S/AAPL\">Apple</a> unchanged,” the analysts said.</p><p>“We maintain our underperform on HPQ, as we expect earnings in not only their PC, but also their print business to see mean reversion after being outsized covid beneficiaries.”</p><h2>Buy Rating on Dell, Apple</h2><p>Looking at Dell, “we see its PC business as a structural out-grower versus the overall market, and see scope for further revenue share gains in this segment,” the analysts said.</p><p>“For 2024, we see larger benefit for Dell than HPQ, as it has higher exposure to commercial PCs, which on aggregate have shorter replacement cycles versus consumer PCs,” they said.</p><p>“Our analysis implies that commercial PCs will see better unit growth from 2022-2024 compared to consumer PCs. This is because … excluding Chromebooks, commercial desktops and workstations were underbought” earlier in the pandemic.</p><p>Getting back to Dell it also can gain revenue share in storage and servers, the analysts said. So they reiterated their buy rating on the company.</p><p>The analysts also maintained their buy rating on Apple, based on “new chips driving Mac PC share gains and other tailwinds in product and services.”</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA is Bearish on PCs But Likes Apple's Prospects</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\">\nBofA is Bearish on PCs But Likes Apple's Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 09:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/bofa-is-bearish-on-pcs-but-likes-two-companies-prospects><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After booming through much of the covid pandemic, the personal computer industry is dropping back to earth.Global PC shipments fell 11.1% year-over-year in the second quarter to 71.2 million units, ...</p>\n\n<a href=\"https://www.thestreet.com/investing/bofa-is-bearish-on-pcs-but-likes-two-companies-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/bofa-is-bearish-on-pcs-but-likes-two-companies-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262593901","content_text":"After booming through much of the covid pandemic, the personal computer industry is dropping back to earth.Global PC shipments fell 11.1% year-over-year in the second quarter to 71.2 million units, the biggest annual decline since the second quarter of 2013, according to Counterpoint data.And Bank of America analysts aren’t looking for a recovery any time soon. “Our view is that PCs were about 10% overbought during covid years,” they wrote in a commentary.“We cut our PC unit estimates for 2022, 2023 and 2024 based on our view that about 10% of shipments during covid years (2020 & 2021) were the result of demand being pulled forward from the next three years.”The analysts now forecast 2022 shipments of 285 million units, compared to their prior estimate of 322 million and the IDC's (International) Data Corp. estimate of 320 million. BofA also predicts PC revenue will shrink 9% this year.‘Overbought’ PC Categories“All PC categories except commercial desktops and workstations were overbought during the last two years,” they said.“We expect the overbought categories to see lower demand levels at least through 2023. We expect revenues to see less erosion versus units, as inflationary costs and richer configurations should provide some pricing support.”As for PC stocks, the Nasdaq Computer stock index, has dropped 24.7% so far this year, compared to a more modest 14.9%  slide for the S&P 500“We cut our 2022 and 2023 estimates for PCs for Dell Technologies and HP, but leave Apple unchanged,” the analysts said.“We maintain our underperform on HPQ, as we expect earnings in not only their PC, but also their print business to see mean reversion after being outsized covid beneficiaries.”Buy Rating on Dell, AppleLooking at Dell, “we see its PC business as a structural out-grower versus the overall market, and see scope for further revenue share gains in this segment,” the analysts said.“For 2024, we see larger benefit for Dell than HPQ, as it has higher exposure to commercial PCs, which on aggregate have shorter replacement cycles versus consumer PCs,” they said.“Our analysis implies that commercial PCs will see better unit growth from 2022-2024 compared to consumer PCs. This is because … excluding Chromebooks, commercial desktops and workstations were underbought” earlier in the pandemic.Getting back to Dell it also can gain revenue share in storage and servers, the analysts said. So they reiterated their buy rating on the company.The analysts also maintained their buy rating on Apple, based on “new chips driving Mac PC share gains and other tailwinds in product and services.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996337277,"gmtCreate":1661124761801,"gmtModify":1676536455172,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996337277","repostId":"2260230425","repostType":2,"repost":{"id":"2260230425","kind":"news","pubTimestamp":1661044219,"share":"https://ttm.financial/m/news/2260230425?lang=&edition=fundamental","pubTime":"2022-08-21 09:10","market":"us","language":"en","title":"Nvidia: Brace For Impact","url":"https://stock-news.laohu8.com/highlight/detail?id=2260230425","media":"Seeking Alpha","summary":"SummaryNvidia is going to submit its FQ2 earnings sheet next week Wednesday.Weak FQ3 revenue and gro","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia is going to submit its FQ2 earnings sheet next week Wednesday.</li><li>Weak FQ3 revenue and gross margin guidance could push shares into a new down-leg.</li><li>Estimate risk is growing and Nvidia’s multiplier factor may be set for a contraction.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bbe252892fcfab408c6aa787222a5bf\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>serg3d</span></p><p>After Nvidia&#39;s (NASDAQ:NVDA) truly shocking pre-release of FQ2’23 earnings earlier this month, the chipmaker is getting ready to submit its full earnings scorecard next week. Nvidia’s earnings release is timed for August 24, 2022 and the company is goingto provide much anticipated details about the state of its Gaming business.</p><p>Given how quickly business fundamentals have eroded in the second fiscal quarter, I believe that Nvidia’s guidance for FQ3 will be very disappointing and likely include a second consecutive decline in gross margins. Since investors have not taken a “wait-and-see” approach after the release of preliminary results but piled back into the stock, investors might be in for a surprise of the not so positive kind next week!</p><p><b>Investors May Be In Denial</b></p><p>Nvidia’s preliminary results indicated a massive and rapid deterioration of business fundamentals, especially in the graphics card business, which has been affected by negative pricing headwinds and declining PC shipments. Based off of Nvidia’s preliminary results, the Gaming segment has seen a dramatic 33% year-over-year drop in revenues in FQ2, which caused the Data Center business to pull ahead to the number one spot regarding revenues.</p><p>Despite the unprecedented drop in revenues and gross margins, investors have bid Nvidia’s price up again in the last two weeks. Shares of Nvidia are now trading at about the same level they were trading at before the FQ2 pre-release… and investors act as if nothing ever happened.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790621264d64d035912cc10a8b031b1a\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>NVDA data by YCharts</span></p><p><b>FQ3 Guidance Likely Going To Be Gloomy</b></p><p>After Nvidia’s devastating FQ2 earnings sheet, investors have likely not much to expect from Nvidia’s guidance for FQ3 either. The expectation is for $7.0B in revenues for Nvidia’s third fiscal quarter, implying a (2)% growth rate year-over-year. In the last 90 days, there were 20 revenue downward revisions. Considering that Nvidia grew its top line at 46% year-over-year in FQ1, a sequential drop-off in growth rates in FQ3 would strongly indicate that the current expansion cycle has ended.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2309de2ab06c5ec02c6bf10ecd381b8\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha: Nvidia Revenue Estimates</span></p><p>My expectation is for Nvidia’s FQ3 revenues to fall in a range of $6.2B to $6.4B -- which would mark a sequential decline of up to 7% -- and gross margins dropping below 40%. Nvidia’s preliminary earnings release for FQ2 showed gross margins of 46.1%, showing a decline of 21 PP quarter-over-quarter. Two sequential quarters of gross margin declines would likely indicate that the cyclical upswing in the chip making industry is ending, and that valuation multiplier factors are set to compress further.</p><p><b>Declines In PC Shipments May Accelerate In FY 2022, Rising Inventories Posing A Risk</b></p><p>Gartner’s estimate of a 9.5% decline in PC shipments in FY 2022 may be optimistic, and I see a sharper downturn ahead that is set to affect shipment volumes of Nvidia’s GPUs. After reaching a shipment peak in Q4’21, the PC market has seen two consecutive quarters of shipment declines, driven by weak demand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/853d1b9d1e4ebadaefc19d42755630a8\" tg-width=\"708\" tg-height=\"421\" referrerpolicy=\"no-referrer\"/><span>Source: Counterpoint Research</span></p><p>Major vendors have seen highly concerning, double-digit declines in PC shipments, with HP seeing the steepest drop-off in shipments of 27% in Q2’22. The decline in shipment rates has affected all well-known PC brands, including Apple, Dell and Lenovo. The broad-based decline in shipments leads me to believe that the overall market decline in PC shipments could be significantly larger than the 9.5% decline projected by Gartner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ccef7440328fc223163401f0651527\" tg-width=\"695\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/><span>Source: Counterpoint Research</span></p><p>Equally concerning, inventory levels in the laptop industry have risen rapidly in FY 2021 and FY 2022, indicating that demand weakness has led to an inventory build-up that will have negative effects on the pricing power of original design manufacturers/ODMs for the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5cc2e689ce4ed2d02c1d2b760adb002\" tg-width=\"654\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Source: Counterpoint Research</span></p><p><b>A Weak Outlook Is Coming, Estimate Risks Are Rising</b></p><p>For those reasons, I expect pressure on Nvidia’s top line and bottom line estimates to increase in the next two weeks, which is when analysts are incorporating Nvidia’s FQ3 guidance into their expectations for full-year revenues. Most analysts, I believe, are standing ready to lower Nvidia’s FY 2023 revenue estimates further if the company submits another sequential down-grade in its revenue guidance.</p><p>Estimates for FY 2023 are currently calling for revenues of $29.3B, but I believe these estimates, given the shockingly fast speed of business deterioration in the second quarter, will have to be downgraded. I estimate that Nvidia could achieve $28B in revenues on a full-year basis in FY 2023, assuming that we are seeing a stabilization in the Gaming business in the third fiscal quarter. Nvidia had revenues of $26.91B in FY 2022, so my estimate for FY 2023 implies a revenue year-over-year growth rate of only 4%, which, by Nvidia’s standards, is a weak growth rate.</p><p><b>Sales Multiplier Factor</b></p><p>The preliminary release did not have a lasting effect on investors: Nvidia has about the same P-S ratio it had earlier this month.</p><p>Based on consensus revenues of $35.9B in FY 2024 (next year), Nvidia has a P-S ratio of 13.1 X. AMD&#39;s price-to-revenue ratio is 5.5 X and I believe AMD not only has a much more attractive valuation ratio but also better execution in the Data Center business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba905c28943a10dfe68f7b63c234dcd6\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>NVDA PS Ratio (Forward 1y) data by YCharts</span></p><p><b>Risks With Nvidia</b></p><p>A continual slowdown in the Gaming business, weak expected revenue growth for FQ3 and another sequential decline in gross margins are major short-term risk factors for Nvidia. But it could get worse from here: if weakening revenue momentum spreads to Nvidia’s Data Center business, which so far is not showing a deceleration just yet, then Nvidia may be set for a major revaluation to the down-side.</p><p><b>Final Thoughts</b></p><p>Things about to get worse for Nvidia next week and investors need to brace for impact. New details about the seriousness of the decline in the firm&#39;s fundamentals and the guidance for FQ3 will determine what happens to Nvidia’s shares in the short term. Investors must be prepared for a very weak FQ3 outlook due to PC market weakness and inventory build-ups, which could lead to broad-based revisions of Nvidia’s top and bottom line estimates!</p><p><i>This article was written by The Asian Investor. </i><i>This article is for reference only.</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>Nvidia: Brace For Impact</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Brace For Impact\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535881-nvidia-q2-earnings-brace-for-impact><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia is going to submit its FQ2 earnings sheet next week Wednesday.Weak FQ3 revenue and gross margin guidance could push shares into a new down-leg.Estimate risk is growing and Nvidia’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535881-nvidia-q2-earnings-brace-for-impact\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4535881-nvidia-q2-earnings-brace-for-impact","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260230425","content_text":"SummaryNvidia is going to submit its FQ2 earnings sheet next week Wednesday.Weak FQ3 revenue and gross margin guidance could push shares into a new down-leg.Estimate risk is growing and Nvidia’s multiplier factor may be set for a contraction.serg3dAfter Nvidia's (NASDAQ:NVDA) truly shocking pre-release of FQ2’23 earnings earlier this month, the chipmaker is getting ready to submit its full earnings scorecard next week. Nvidia’s earnings release is timed for August 24, 2022 and the company is goingto provide much anticipated details about the state of its Gaming business.Given how quickly business fundamentals have eroded in the second fiscal quarter, I believe that Nvidia’s guidance for FQ3 will be very disappointing and likely include a second consecutive decline in gross margins. Since investors have not taken a “wait-and-see” approach after the release of preliminary results but piled back into the stock, investors might be in for a surprise of the not so positive kind next week!Investors May Be In DenialNvidia’s preliminary results indicated a massive and rapid deterioration of business fundamentals, especially in the graphics card business, which has been affected by negative pricing headwinds and declining PC shipments. Based off of Nvidia’s preliminary results, the Gaming segment has seen a dramatic 33% year-over-year drop in revenues in FQ2, which caused the Data Center business to pull ahead to the number one spot regarding revenues.Despite the unprecedented drop in revenues and gross margins, investors have bid Nvidia’s price up again in the last two weeks. Shares of Nvidia are now trading at about the same level they were trading at before the FQ2 pre-release… and investors act as if nothing ever happened.NVDA data by YChartsFQ3 Guidance Likely Going To Be GloomyAfter Nvidia’s devastating FQ2 earnings sheet, investors have likely not much to expect from Nvidia’s guidance for FQ3 either. The expectation is for $7.0B in revenues for Nvidia’s third fiscal quarter, implying a (2)% growth rate year-over-year. In the last 90 days, there were 20 revenue downward revisions. Considering that Nvidia grew its top line at 46% year-over-year in FQ1, a sequential drop-off in growth rates in FQ3 would strongly indicate that the current expansion cycle has ended.Seeking Alpha: Nvidia Revenue EstimatesMy expectation is for Nvidia’s FQ3 revenues to fall in a range of $6.2B to $6.4B -- which would mark a sequential decline of up to 7% -- and gross margins dropping below 40%. Nvidia’s preliminary earnings release for FQ2 showed gross margins of 46.1%, showing a decline of 21 PP quarter-over-quarter. Two sequential quarters of gross margin declines would likely indicate that the cyclical upswing in the chip making industry is ending, and that valuation multiplier factors are set to compress further.Declines In PC Shipments May Accelerate In FY 2022, Rising Inventories Posing A RiskGartner’s estimate of a 9.5% decline in PC shipments in FY 2022 may be optimistic, and I see a sharper downturn ahead that is set to affect shipment volumes of Nvidia’s GPUs. After reaching a shipment peak in Q4’21, the PC market has seen two consecutive quarters of shipment declines, driven by weak demand.Source: Counterpoint ResearchMajor vendors have seen highly concerning, double-digit declines in PC shipments, with HP seeing the steepest drop-off in shipments of 27% in Q2’22. The decline in shipment rates has affected all well-known PC brands, including Apple, Dell and Lenovo. The broad-based decline in shipments leads me to believe that the overall market decline in PC shipments could be significantly larger than the 9.5% decline projected by Gartner.Source: Counterpoint ResearchEqually concerning, inventory levels in the laptop industry have risen rapidly in FY 2021 and FY 2022, indicating that demand weakness has led to an inventory build-up that will have negative effects on the pricing power of original design manufacturers/ODMs for the foreseeable future.Source: Counterpoint ResearchA Weak Outlook Is Coming, Estimate Risks Are RisingFor those reasons, I expect pressure on Nvidia’s top line and bottom line estimates to increase in the next two weeks, which is when analysts are incorporating Nvidia’s FQ3 guidance into their expectations for full-year revenues. Most analysts, I believe, are standing ready to lower Nvidia’s FY 2023 revenue estimates further if the company submits another sequential down-grade in its revenue guidance.Estimates for FY 2023 are currently calling for revenues of $29.3B, but I believe these estimates, given the shockingly fast speed of business deterioration in the second quarter, will have to be downgraded. I estimate that Nvidia could achieve $28B in revenues on a full-year basis in FY 2023, assuming that we are seeing a stabilization in the Gaming business in the third fiscal quarter. Nvidia had revenues of $26.91B in FY 2022, so my estimate for FY 2023 implies a revenue year-over-year growth rate of only 4%, which, by Nvidia’s standards, is a weak growth rate.Sales Multiplier FactorThe preliminary release did not have a lasting effect on investors: Nvidia has about the same P-S ratio it had earlier this month.Based on consensus revenues of $35.9B in FY 2024 (next year), Nvidia has a P-S ratio of 13.1 X. AMD's price-to-revenue ratio is 5.5 X and I believe AMD not only has a much more attractive valuation ratio but also better execution in the Data Center business.NVDA PS Ratio (Forward 1y) data by YChartsRisks With NvidiaA continual slowdown in the Gaming business, weak expected revenue growth for FQ3 and another sequential decline in gross margins are major short-term risk factors for Nvidia. But it could get worse from here: if weakening revenue momentum spreads to Nvidia’s Data Center business, which so far is not showing a deceleration just yet, then Nvidia may be set for a major revaluation to the down-side.Final ThoughtsThings about to get worse for Nvidia next week and investors need to brace for impact. New details about the seriousness of the decline in the firm's fundamentals and the guidance for FQ3 will determine what happens to Nvidia’s shares in the short term. Investors must be prepared for a very weak FQ3 outlook due to PC market weakness and inventory build-ups, which could lead to broad-based revisions of Nvidia’s top and bottom line estimates!This article was written by The Asian Investor. This article is for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937793223,"gmtCreate":1663497893462,"gmtModify":1676537279607,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"I don't think so 🌚","listText":"I don't think so 🌚","text":"I don't think so 🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937793223","repostId":"1178217025","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930592773,"gmtCreate":1661987096493,"gmtModify":1676536615916,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Buy and hold","listText":"Buy and hold","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930592773","repostId":"1180013599","repostType":4,"repost":{"id":"1180013599","kind":"news","pubTimestamp":1661957738,"share":"https://ttm.financial/m/news/1180013599?lang=&edition=fundamental","pubTime":"2022-08-31 22:55","market":"us","language":"en","title":"SPYD: Bag This High-Yielding ETF On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1180013599","media":"Seeking Alpha","summary":"SummarySPYD is a well-diversified ETF that tracks high yielding stocks of the S&P 500.Its performanc","content":"<html><head></head><body><p>Summary</p><ul><li>SPYD is a well-diversified ETF that tracks high yielding stocks of the S&amp;P 500.</li><li>Its performance has held up well against the S&amp;P 500 in light of the rout in tech stock valuations.</li><li>Meanwhile, it pays a high dividend yield, while charging a low expense ratio.</li></ul><p>I like dividends of many different stripes and colors and over time, have added good number of issues across various sectors. It can be hard however, for some investors to dedicate the time and inclination to track individual stocks, and for them, itmay be much easier to just buy income-focused ETFs that take the guesswork out of trying to achieve adequate diversification from individual stocks.</p><p>This brings me to the SPDR Portfolio S&amp;P 500 High Dividend ETF (NYSEARCA:SPYD), which may be a good option for those investors seeking automatic diversification and high income to boot. Its pricing has fallen by 5% since the middle of this month, in reaction to general market weakness. In this article, I highlight why now may be a good time to layer in this quality ETF, so let&#39;s get started.</p><h3>Why SPYD?</h3><p>SPYD is an ETF that&#39;s issued by State Street (STT) Global Advisors and seeks to track the performance of the S&amp;P 500 High Dividend Index, which is comprised of 80 high dividend yielding companies. The vast majority of the portfolio is fully invested in stocks, with 98.3% allocation to U.S. Stocks, 1.4% to international stocks, and just 0.4% sitting in cash.</p><p>Key differences between SPYD and the S&amp;P 500 (SPY) is its higher exposure to income generating categories such as real estate, energy, consumer staples, and utilities. As shown below, these categories far outweigh that of the S&amp;P 500 index.</p><p><img src=\"https://static.tigerbbs.com/59fb951daced832ca3f54997217e65de\" tg-width=\"640\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><p>SPYD vs S&amp;P 500 Sectors (Morningstar)</p><p>SPYD&#39;s top 10 holdings include familiar names such as Valero Energy (VLO), Exxon Mobil (XOM), Consolidated Edison (ED), Bristol-Myers Squibb (BMY) and Southern Company (SO). I also find SPYD to be well diversified. As shown below, the top 10 holdings comprise just 16% of the total portfolio, with the top name representing just 1.8% of the portfolio.</p><p><img src=\"https://static.tigerbbs.com/4d9be9924adfdd41754915b79415bf2d\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/></p><p>SPYD Top 10 Holdings (Seeking Alpha)</p><p>SPYD&#39;s performance gap widened with that of the tech-heavy S&amp;P 500 in most of 2020 and 2021. However, this gap has narrowed quite a bit this year, as tech companies have faced a reckoning with growth investors. This was driven by higher interest rates, which growth investors use as the discount rate on future cash flows to present value. As one would expect, this results in a big downward revision on tech growth stocks.</p><p><img src=\"https://static.tigerbbs.com/db06704e30255eb59f7b4cda3deb3f4c\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/></p><p>SPYD Total Return (Seeking Alpha)</p><p>Looking forward, I would expect for the valuation gap between SPYD and the S&amp;P 500 to further narrow itself. This is supported by recent hawkish comments from Jerome Powell in Jackson Hole, in which he warned of &#34;some Pain&#34; ahead as the Fed fights to bring down inflation. This strongly implies continued rate hikes that should put further pressure on stretched tech valuations of the S&amp;P 500.</p><p>At the same time, SPYD&#39;s dividend yield is still meaningfully higher than that of the S&amp;P 500, despite the narrower valuation gap. As shown below, SPYD sports a respectable 3.8% dividend yield, which is meaningfully higher than the 1.5% yield of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/5485c8e8a3c344fb84f5828017f93437\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>SPYD Dividend Yield (YCharts)</p><p>Meanwhile, SPYD sports a low expense ratio of just 0.07%, sitting well below the median 0.45% expense ratio across all ETFs. This helps SPYD to earn anA+expense grade.</p><p><img src=\"https://static.tigerbbs.com/a126585362ffe5ca957c623bd0db9c9b\" tg-width=\"640\" tg-height=\"124\" referrerpolicy=\"no-referrer\"/>SPYD Expense Grade (Seeking Alpha)</p><p>Risks to SPYD include its exposure to oil &amp; gas companies, which are currently enjoying a boom due to higher commodity prices. Many experts believe that fossil fuel prices should remain high for the foreseeable future, given ongoing energy shortages in Europe due to sanctions on Russian oil and gas. As such, I believe this segment should continue to enjoy high profitability and dividend growth, but investors should still be mindful of this exposure over the long run.</p><h3>Investor Takeaway</h3><p>SPYD is a quality ETF that offers investors automatic diversification and high income potential. Its valuation is holding up well against that of the S&amp;P 500, due primarily to its lower exposure to tech companies.</p><p>Looking forward, I would expect for this trend to continue, considering the recent hawkish comments from the chairman of the Federal Reserve. With a near 4% dividend yield, I believe SPYD presents a solid option for income investors who seek diversification and long-term growth.</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>SPYD: Bag This High-Yielding ETF On The Dip</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\">\nSPYD: Bag This High-Yielding ETF On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537537-spyd-bag-this-high-yielding-etf-on-the-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySPYD is a well-diversified ETF that tracks high yielding stocks of the S&P 500.Its performance has held up well against the S&P 500 in light of the rout in tech stock valuations.Meanwhile, it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537537-spyd-bag-this-high-yielding-etf-on-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPYD":"SPDR Portfolio S&P 500 High Dividend ETF"},"source_url":"https://seekingalpha.com/article/4537537-spyd-bag-this-high-yielding-etf-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180013599","content_text":"SummarySPYD is a well-diversified ETF that tracks high yielding stocks of the S&P 500.Its performance has held up well against the S&P 500 in light of the rout in tech stock valuations.Meanwhile, it pays a high dividend yield, while charging a low expense ratio.I like dividends of many different stripes and colors and over time, have added good number of issues across various sectors. It can be hard however, for some investors to dedicate the time and inclination to track individual stocks, and for them, itmay be much easier to just buy income-focused ETFs that take the guesswork out of trying to achieve adequate diversification from individual stocks.This brings me to the SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD), which may be a good option for those investors seeking automatic diversification and high income to boot. Its pricing has fallen by 5% since the middle of this month, in reaction to general market weakness. In this article, I highlight why now may be a good time to layer in this quality ETF, so let's get started.Why SPYD?SPYD is an ETF that's issued by State Street (STT) Global Advisors and seeks to track the performance of the S&P 500 High Dividend Index, which is comprised of 80 high dividend yielding companies. The vast majority of the portfolio is fully invested in stocks, with 98.3% allocation to U.S. Stocks, 1.4% to international stocks, and just 0.4% sitting in cash.Key differences between SPYD and the S&P 500 (SPY) is its higher exposure to income generating categories such as real estate, energy, consumer staples, and utilities. As shown below, these categories far outweigh that of the S&P 500 index.SPYD vs S&P 500 Sectors (Morningstar)SPYD's top 10 holdings include familiar names such as Valero Energy (VLO), Exxon Mobil (XOM), Consolidated Edison (ED), Bristol-Myers Squibb (BMY) and Southern Company (SO). I also find SPYD to be well diversified. As shown below, the top 10 holdings comprise just 16% of the total portfolio, with the top name representing just 1.8% of the portfolio.SPYD Top 10 Holdings (Seeking Alpha)SPYD's performance gap widened with that of the tech-heavy S&P 500 in most of 2020 and 2021. However, this gap has narrowed quite a bit this year, as tech companies have faced a reckoning with growth investors. This was driven by higher interest rates, which growth investors use as the discount rate on future cash flows to present value. As one would expect, this results in a big downward revision on tech growth stocks.SPYD Total Return (Seeking Alpha)Looking forward, I would expect for the valuation gap between SPYD and the S&P 500 to further narrow itself. This is supported by recent hawkish comments from Jerome Powell in Jackson Hole, in which he warned of \"some Pain\" ahead as the Fed fights to bring down inflation. This strongly implies continued rate hikes that should put further pressure on stretched tech valuations of the S&P 500.At the same time, SPYD's dividend yield is still meaningfully higher than that of the S&P 500, despite the narrower valuation gap. As shown below, SPYD sports a respectable 3.8% dividend yield, which is meaningfully higher than the 1.5% yield of the S&P 500.SPYD Dividend Yield (YCharts)Meanwhile, SPYD sports a low expense ratio of just 0.07%, sitting well below the median 0.45% expense ratio across all ETFs. This helps SPYD to earn anA+expense grade.SPYD Expense Grade (Seeking Alpha)Risks to SPYD include its exposure to oil & gas companies, which are currently enjoying a boom due to higher commodity prices. Many experts believe that fossil fuel prices should remain high for the foreseeable future, given ongoing energy shortages in Europe due to sanctions on Russian oil and gas. As such, I believe this segment should continue to enjoy high profitability and dividend growth, but investors should still be mindful of this exposure over the long run.Investor TakeawaySPYD is a quality ETF that offers investors automatic diversification and high income potential. Its valuation is holding up well against that of the S&P 500, due primarily to its lower exposure to tech companies.Looking forward, I would expect for this trend to continue, considering the recent hawkish comments from the chairman of the Federal Reserve. With a near 4% dividend yield, I believe SPYD presents a solid option for income investors who seek diversification and long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994220740,"gmtCreate":1661650198083,"gmtModify":1676536554117,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Green is good 💚","listText":"Green is good 💚","text":"Green is good 💚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994220740","repostId":"1161837457","repostType":2,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995231167,"gmtCreate":1661472372961,"gmtModify":1676536524630,"author":{"id":"4122856581706382","authorId":"4122856581706382","name":"BNJMN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122856581706382","authorIdStr":"4122856581706382"},"themes":[],"htmlText":"Ma is back? 🌝","listText":"Ma is back? 🌝","text":"Ma is back? 🌝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995231167","repostId":"1128297390","repostType":2,"repost":{"id":"1128297390","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":1661439219,"share":"https://ttm.financial/m/news/1128297390?lang=&edition=fundamental","pubTime":"2022-08-25 22:53","market":"us","language":"en","title":"Alibaba Shares Rose More Than 8%, Returning to $100","url":"https://stock-news.laohu8.com/highlight/detail?id=1128297390","media":"Tiger Newspress","summary":"Alibaba shares rose more than 8%, returning to $100.","content":"<html><head></head><body><p>Alibaba shares rose more than 8%, returning to $100.</p><p><img src=\"https://static.tigerbbs.com/e70f80001a651bf0f7eaae678f75e7e6\" tg-width=\"839\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Rose More Than 8%, Returning to $100</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; 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