Zash personal page - To The Moon

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07-18

Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.

07-01

$Tesla Motors(TSLA)$ My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at $286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.

2023-02-09

Noted

Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026

02-02

Nice

Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More

2023-02-01

Noted

Fed Points Toward a Pause in May Once Hikes Have Time to Sink In

2023-01-31

Apple is a good stock to buy, but at this time stock market is volatile.

Apple: A Buy Ahead Of Q1 Earnings Announcement

2023-01-31

Noted

Fed Points Toward a Pause in May Once Hikes Have Time to Sink In

2022-12-02

Noted

Elon Musk Just Accused the Fed of "Massively Amplifying" the Risk of a Severe Recession

2023-01-15

He made history in United States. Is good to celebrate him.

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

2023-01-19

Noted

Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Exxon, IBM and More

2023-02-17

Noted

7 Comeback Stocks to Buy Before They Soar Again

2022-12-16

Noted

Stock Market Traders Discover That Bad News Is Bad After All

2022-12-06

Noted

Nvidia: Hypergrowth Or Hardly Growth?

2022-11-18

Interesting

Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On

2022-11-17

Interesting

Why Apple Is The Only FAANG Stock Worth Buying

2022-11-01

Interesting

3 Big Mistakes to Avoid This Earnings Season

2022-10-29

Sounds good

US STOCKS-Wall Street Surges to Sharply Higher Close Ahead of Fed Week

2022-12-30

K

US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading

Go to Tiger App to see more news

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guess AI&nbsp;is going to be a company and a story that is not going to away sooner.","listText":"I guess AI&nbsp;is going to be a company and a story that is not going to away sooner.","text":"I guess AI is going to be a company and a story that is not going to away sooner.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353761739587872","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353453828415576,"gmtCreate":1727329300964,"gmtModify":1727329304476,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I am waiting for price to drop to buy some shares. I guess the stock has a potential to go up&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I am waiting for price to drop to buy some shares. I guess the stock has a potential to go up&nbsp;","text":"$NVIDIA Corp(NVDA)$ I am waiting for price to drop to buy some shares. I guess the stock has a potential to go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353453828415576","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351531089862880,"gmtCreate":1726861595481,"gmtModify":1726861599087,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> Getting in late. Also placing it within a&nbsp;short period.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> Getting in late. Also placing it within a&nbsp;short period.&nbsp;","text":"$Tiger Brokers(TIGR)$ Getting in late. Also placing it within a short period.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351531089862880","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348999146602560,"gmtCreate":1726235123842,"gmtModify":1726235127939,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"From the look of the market moment I fill it might close higher compared to what people areare speculating in the stock market. This is just my opinion. I am not a financial advisor or stock advisor.","listText":"From the look of the market moment I fill it might close higher compared to what people areare speculating in the stock market. This is just my opinion. I am not a financial advisor or stock advisor.","text":"From the look of the market moment I fill it might close higher compared to what people areare speculating in the stock market. This is just my opinion. I am not a financial advisor or stock advisor.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348999146602560","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347564610351384,"gmtCreate":1725878173721,"gmtModify":1725878177651,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> This might bust the apple stock Due to the new Apple Iphone 16 and Apple Watch.","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> This might bust the apple stock Due to the new Apple Iphone 16 and Apple Watch.","text":"$Apple(AAPL)$ This might bust the apple stock Due to the new Apple Iphone 16 and Apple Watch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347564610351384","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346967017607496,"gmtCreate":1725738162122,"gmtModify":1725738166160,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> I think TSLA might reach it target As the past few weeks TSLA has been doing okay.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> I think TSLA might reach it target As the past few weeks TSLA has been doing okay.","text":"$Tesla Motors(TSLA)$ I think TSLA might reach it target As the past few weeks TSLA has been doing okay.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346967017607496","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345780980609096,"gmtCreate":1725461527621,"gmtModify":1725461530947,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I haven't bought the dip yet but planning to buy some.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I haven't bought the dip yet but planning to buy some.&nbsp;","text":"$NVIDIA Corp(NVDA)$ I haven't bought the dip yet but planning to buy some.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345780980609096","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344125023019224,"gmtCreate":1725039544585,"gmtModify":1725039548239,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; I believe NVDA is better stock to buy as it will go up soon.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; I believe NVDA is better stock to buy as it will go up soon.","text":"$NVIDIA Corp(NVDA)$ I believe NVDA is better stock to buy as it will go up soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344125023019224","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344124665741488,"gmtCreate":1725039455977,"gmtModify":1726124506755,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; NVIDIA.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; NVIDIA.&nbsp;","text":"$NVIDIA Corp(NVDA)$ NVIDIA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344124665741488","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341198492242160,"gmtCreate":1724310329695,"gmtModify":1724310331685,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341198492242160","repostId":"2461388287","repostType":4,"repost":{"id":"2461388287","kind":"highlight","pubTimestamp":1724291290,"share":"https://ttm.financial/m/news/2461388287?lang=&edition=fundamental","pubTime":"2024-08-22 09:48","market":"sg","language":"en","title":"4 Singapore Companies That Upped Their Dividends This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2461388287","media":"The Smart Investor","summary":"Searching for stocks that pay higher dividends? We sifted out four that increased their dividends this earnings season.","content":"<html><head></head><body><p>This earnings season has been a litmus test of sorts for businesses.</p><p>A combination of surging interest rates and persistently high inflation has presented tough challenges for a wide swath of companies.</p><p>However, there is a small group of stocks that managed to beat the odds.</p><p>Not only have they posted better revenue and net profit, but they also increased their dividends along the way.</p><p>Here are four companies paying out higher dividends that should please an income investor.</p><h2 id=\"id_1681384795\">StarHub Ltd (SGX: CC3)</h2><p>StarHub is one of the three major telecommunication (telco) companies in Singapore.</p><p>The group offers mobile, broadband, and pay TV services to individuals along with cybersecurity and ICT services for corporations.</p><p>For the first half of 2024 (1H 2024), total revenue excluding the now-divested D ‘Crypt inched up 1% year on year to S$1.1 billion.</p><p>Service revenue edged up 2.4% year on year to S$939.2 million mainly because of higher contributions from StarHub’s Enterprise division.</p><p>Net profit rose 8.7% year on year to S$83.3 million.</p><p>The telco also generated a positive free cash flow of S$101.6 million for 1H 2024.</p><p>An interim dividend of S$0.03 was declared, up from S$0.025 a year ago.</p><p>The group’s strategic priority is to advance on its DARE+ initiatives which it communicated during last year’s Investor Day.</p><p>StarHub reiterated its dividend guidance of “at least S$0.06” for 2024.</p><p>The group will focus on harvesting returns from its new growth platforms from 2025 and also has an ongoing share buyback programme.</p><h2 id=\"id_1764405822\">ComfortDelGro Corporation Ltd (SGX: C52)</h2><p>ComfortDelGro, or CDG, is a multi-modal transport operator with an extensive network that spans buses, rail, taxis, and private hire cars.</p><p>The business has a presence in 12 countries including Singapore, China, Ireland, and France, to name a few.</p><p>CDG announced an encouraging set of financial numbers for 1H 2024.</p><p>Revenue increased by 13.7% year on year to S$2.1 billion while operating profit improved by 19.9% year on year to S$140.5 million.</p><p>Net profit came in 21.4% higher than the previous year at S$95.3 million.</p><p>This set of results was also the fifth consecutive quarter where the land transport giant demonstrated a year-on-year improvement in net profit.</p><p>The group also generated a positive free cash flow of S$66.1 million, up nearly 47% year on year from the S$45 million churned out in 1H 2023.</p><p>An interim dividend of S$0.0352 was declared, up 21.4% year on year.</p><p>For its outlook, CDG expects its Singapore rail revenue to remain stable but bus revenues will decline from September this year.</p><p>However, this will be offset by improved margins for its London public bus contract renewals along with the commencement of four public bus franchises in Greater Manchester in January 2025.</p><h2 id=\"id_1699580112\">Genting Singapore (SGX: G13)</h2><p>Genting Singapore is the owner and operator of the integrated resort (IR) at Resorts World Sentosa (RWS) in Singapore.</p><p>1H 2024 saw the IR operator report a robust set of earnings with revenue jumping 25% year on year to S$1.36 billion.</p><p>Operating profit increased by 29% year on year to S$450.9 million while net profit also improved by 29% year on year to S$356.9 million.</p><p>Genting Singapore also generated a positive free cash flow of S$261.2 million for the half year, up 18.3% year on year.</p><p>An interim dividend of S$0.02 was declared, a 33% year-on-year increase from the S$0.015 paid out last year.</p><p>Management plans to continually rejuvenate RWS’s offerings and will roll out four intellectual property partnerships in 2H 2024.</p><p>These include Mega Minions from Illumination’s Despicable Me 4 at Universal Studios Singapore, Genshin Impact at S.E.A Aquarium, Netflix’s Sweet Home at the Halloween Horror Nights, and an immersive <em>Harry Potter: Visions of Magic</em> exhibition.</p><p>Also, the first phase of RWS 2.0 which features a revamp of several attractions such as the Singapore Oceanarium and a Central Lifestyle Corridor is slated for a soft opening in early 2025.</p><p>Two new luxury hotels will begin construction in the fourth quarter of this year and will add to the new slate of attractions and hospitality offerings soon.</p><h2 id=\"id_4218837997\">Centurion Corporation Ltd (SGX: OU8)</h2><p>Centurion owns, develops, and manages purpose-built specialised accommodation assets.</p><p>Its portfolio comprises 32 operational accommodation assets with 66,495 beds as of 30 June 2024.</p><p>Revenue for 1H 2024 climbed 27% year on year to S$124.4 million, driven by strong occupancy rates across Singapore, the UK, and Australia, along with positive rental reversions.</p><p>Net profit more than tripled year on year to S$118.2 million but included fair value gains of S$61.6 million.</p><p>Excluding these gains, Centurion’s core net profit would have risen 48% year on year to S$48.5 million.</p><p>The business also generated a positive free cash flow of S$50.6 million for 1H 2024.</p><p>Centurion declared an interim dividend of S$0.015, a sharp 50% increase from the previous year’s S$0.01.</p><p>There may be more to come.</p><p>Centurion is developing a new purpose-built workers accommodation asset with around 1,650 beds in Singapore that will be completed by December 2024.</p><p>In Malaysia, the group is working on an asset enhancement initiative (AEI) which will add another 920 beds by the end of this year.</p><p>Two further AEIs are planned for Malaysia which will add a further 2,690 beds by 2025.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>4 Singapore Companies That Upped Their Dividends This Earnings Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Companies That Upped Their Dividends This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-22 09:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-companies-that-upped-their-dividends-this-earnings-season/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This earnings season has been a litmus test of sorts for businesses.A combination of surging interest rates and persistently high inflation has presented tough challenges for a wide swath of companies...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-companies-that-upped-their-dividends-this-earnings-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","CC3.SI":"星和","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6505":"周期性消费品与消费者服务","BK4161":"工业机械","BK6082":"工业房地产投资信托","BK6110":"房地产经营公司","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","BK6519":"运输股","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK6513":"电信服务股","BK6066":"赌场与赌博","BK6139":"房地产运营公司","BK6048":"无线电信业务","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","G13.SI":"云顶新加坡","BK4588":"碎股","AEI":"Alset EHome International Inc.","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","IR":"英格索兰","OU8.SI":"胜捷企业有限公司","LU0124384867.USD":"贝莱德新能源基金A2","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK6136":"旅客陆运","BK6512":"房地产股","C52.SI":"康福德高企业","BK6133":"工业房地产信托","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","BWCU.SI":"运通网城","BK6101":"陆运","BK4563":"昨日强势股","BK4024":"房地产开发"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-companies-that-upped-their-dividends-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461388287","content_text":"This earnings season has been a litmus test of sorts for businesses.A combination of surging interest rates and persistently high inflation has presented tough challenges for a wide swath of companies.However, there is a small group of stocks that managed to beat the odds.Not only have they posted better revenue and net profit, but they also increased their dividends along the way.Here are four companies paying out higher dividends that should please an income investor.StarHub Ltd (SGX: CC3)StarHub is one of the three major telecommunication (telco) companies in Singapore.The group offers mobile, broadband, and pay TV services to individuals along with cybersecurity and ICT services for corporations.For the first half of 2024 (1H 2024), total revenue excluding the now-divested D ‘Crypt inched up 1% year on year to S$1.1 billion.Service revenue edged up 2.4% year on year to S$939.2 million mainly because of higher contributions from StarHub’s Enterprise division.Net profit rose 8.7% year on year to S$83.3 million.The telco also generated a positive free cash flow of S$101.6 million for 1H 2024.An interim dividend of S$0.03 was declared, up from S$0.025 a year ago.The group’s strategic priority is to advance on its DARE+ initiatives which it communicated during last year’s Investor Day.StarHub reiterated its dividend guidance of “at least S$0.06” for 2024.The group will focus on harvesting returns from its new growth platforms from 2025 and also has an ongoing share buyback programme.ComfortDelGro Corporation Ltd (SGX: C52)ComfortDelGro, or CDG, is a multi-modal transport operator with an extensive network that spans buses, rail, taxis, and private hire cars.The business has a presence in 12 countries including Singapore, China, Ireland, and France, to name a few.CDG announced an encouraging set of financial numbers for 1H 2024.Revenue increased by 13.7% year on year to S$2.1 billion while operating profit improved by 19.9% year on year to S$140.5 million.Net profit came in 21.4% higher than the previous year at S$95.3 million.This set of results was also the fifth consecutive quarter where the land transport giant demonstrated a year-on-year improvement in net profit.The group also generated a positive free cash flow of S$66.1 million, up nearly 47% year on year from the S$45 million churned out in 1H 2023.An interim dividend of S$0.0352 was declared, up 21.4% year on year.For its outlook, CDG expects its Singapore rail revenue to remain stable but bus revenues will decline from September this year.However, this will be offset by improved margins for its London public bus contract renewals along with the commencement of four public bus franchises in Greater Manchester in January 2025.Genting Singapore (SGX: G13)Genting Singapore is the owner and operator of the integrated resort (IR) at Resorts World Sentosa (RWS) in Singapore.1H 2024 saw the IR operator report a robust set of earnings with revenue jumping 25% year on year to S$1.36 billion.Operating profit increased by 29% year on year to S$450.9 million while net profit also improved by 29% year on year to S$356.9 million.Genting Singapore also generated a positive free cash flow of S$261.2 million for the half year, up 18.3% year on year.An interim dividend of S$0.02 was declared, a 33% year-on-year increase from the S$0.015 paid out last year.Management plans to continually rejuvenate RWS’s offerings and will roll out four intellectual property partnerships in 2H 2024.These include Mega Minions from Illumination’s Despicable Me 4 at Universal Studios Singapore, Genshin Impact at S.E.A Aquarium, Netflix’s Sweet Home at the Halloween Horror Nights, and an immersive Harry Potter: Visions of Magic exhibition.Also, the first phase of RWS 2.0 which features a revamp of several attractions such as the Singapore Oceanarium and a Central Lifestyle Corridor is slated for a soft opening in early 2025.Two new luxury hotels will begin construction in the fourth quarter of this year and will add to the new slate of attractions and hospitality offerings soon.Centurion Corporation Ltd (SGX: OU8)Centurion owns, develops, and manages purpose-built specialised accommodation assets.Its portfolio comprises 32 operational accommodation assets with 66,495 beds as of 30 June 2024.Revenue for 1H 2024 climbed 27% year on year to S$124.4 million, driven by strong occupancy rates across Singapore, the UK, and Australia, along with positive rental reversions.Net profit more than tripled year on year to S$118.2 million but included fair value gains of S$61.6 million.Excluding these gains, Centurion’s core net profit would have risen 48% year on year to S$48.5 million.The business also generated a positive free cash flow of S$50.6 million for 1H 2024.Centurion declared an interim dividend of S$0.015, a sharp 50% increase from the previous year’s S$0.01.There may be more to come.Centurion is developing a new purpose-built workers accommodation asset with around 1,650 beds in Singapore that will be completed by December 2024.In Malaysia, the group is working on an asset enhancement initiative (AEI) which will add another 920 beds by the end of this year.Two further AEIs are planned for Malaysia which will add a further 2,690 beds by 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341198054584424,"gmtCreate":1724310301578,"gmtModify":1724310305163,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"Good to know&nbsp;","listText":"Good to know&nbsp;","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341198054584424","repostId":"2461080478","repostType":4,"repost":{"id":"2461080478","kind":"highlight","pubTimestamp":1724295597,"share":"https://ttm.financial/m/news/2461080478?lang=&edition=fundamental","pubTime":"2024-08-22 10:59","market":"fut","language":"en","title":"Should You Buy Nvidia Stock Before Aug. 28?","url":"https://stock-news.laohu8.com/highlight/detail?id=2461080478","media":"Motley Fool","summary":"Nvidia reports second-quarter earnings on that date.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia is the last of the &#34;Magnificent Seven&#34; to report second-quarter earnings.</p></li><li><p>Many of its big-tech peers reported significant increases in capital investments for data centers and technology infrastructure in the quarter.</p></li><li><p>Over the last couple of years, history shows a clear pattern for the stock following its earnings reports.</p></li></ul><p>It&#39;s been yet another exciting earnings season for investors as megacap tech companies proved that the artificial intelligence (AI) train is moving full steam ahead.</p><p>One AI player in particular is yet to publish financial results for the second quarter. On Aug. 28, semiconductor specialist  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> will report earnings, and you can bet that bulls and bears all across Wall Street will be focusing on every last number the company produces.</p><p>Let&#39;s dive into what investors should look for and assess if now is a good time to buy shares of Nvidia.</p><h2 id=\"id_2989250587\">What is Wall Street forecasting for Nvidia earnings?</h2><p>Nvidia reports revenue in five categories: data centers, gaming, professional visualization, automotive, and original equipment manufacturing (OEM).</p><p>Each segment is connected to AI in some form or fashion, but the overwhelming majority of Nvidia&#39;s business stems from data centers. During the company&#39;s first quarter of fiscal 2025 (ended April 28), total revenue was $26 billion. Nearly 87% of that, or $22.7 billion, came from the data center business.</p><p>According to consensus analyst estimates, Wall Street is forecasting that second-quarter sales will be around $28.5 billion. Should Nvidia achieve this target, it would represent 111% growth year over year.</p><p>In the section below, I&#39;ll break down why I think Nvidia might blow away these estimates and explain some of that tailwinds that could be lifting its important data center operation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9c599883d4bc2c08311ac0105e042b4\" tg-width=\"700\" tg-height=\"455\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_4200028269\">A good proxy for Nvidia</h2><p>It&#39;s obvious that a common thread stitching the overall fabric of megacap tech right now is AI. But at a more granular level, AI&#39;s integration with cloud computing is a big movement within the technology industry at large.</p><p>The cloud computing landscape is dominated by <strong>Amazon</strong>, <strong>Microsoft</strong>, and <strong>Alphabet</strong>.</p><p>During the second quarter, each of these &#34;Magnificent Seven&#34; members revealed some interesting features. Namely, each is aggressively increasing investments in capital expenditures (capex).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce4df070eb8474b27bee8b27554b3b5f\" tg-width=\"720\" tg-height=\"473\"/></p><p>AMZN capital expenditures (quarterly); data by YCharts.</p><p>In the case of Amazon, the company&#39;s big initiative is an $11 billion investment into data centers in Indiana as part of a broader rollout to develop its own AI-powered chips. As for Microsoft, the company hasn&#39;t been shy about new investments in nuclear-powered data centers as the company seeks to double down on AI infrastructure in an energy efficient way.</p><p>During Alphabet&#39;s second-quarter earnings call, chief financial officer Ruth Porat said that capex spending was &#34;driven overwhelmingly by investment in our technical infrastructure with the largest component for servers followed by data centers.&#34;</p><p>Do you see the theme? All of Nvidia&#39;s cohorts are investing tens of billions of dollars into data center infrastructure, and the trends in the chart above suggest it won&#39;t be slowing down anytime soon.</p><p>Considering the bulk of Nvidia&#39;s revenue and profits comes from data center services and the company&#39;s sophisticated graphics processing units (GPU), I see the rising capex patterns from others in big tech as a good proxy for what&#39;s to come for Nvidia.</p><h2 id=\"id_6470288\">Should you buy Nvidia stock before Aug. 28?</h2><p>AI emerged as the hottest ticket in the tech realm toward the end of 2022 when OpenAI released ChatGPT.</p><p>In the chart below, you can see how Nvidia stock reacted following a series of earnings reports since the beginning of last year. The earnings report dates are annotated by the purple circles with &#34;E&#34; in the middle.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fac22fbb99c526f617f342c6b58467d1\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA data by YCharts.</p><p>It&#39;s clear that Nvidia stock has risen considerably over the last 20 months or so. More specifically, the stock rarely dropped immediately following an earnings report, and when it did, the sell-off was brief.</p><p>To me, this helps validate that buying Nvidia stock either before or after its last several earnings reports ended in the same result: gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b8f17a08dcc799417b03b6b50535744\" tg-width=\"720\" tg-height=\"456\"/></p><p>NVDA PE ratio; data by YCharts.</p><p>When it comes to valuation, Nvidia stock is less expensive today than it was a year ago on both a price-to-earnings (P/E) and price-to-free-cash-flow (P/FCF) basis. This compression in multiples has occurred because the company&#39;s profits and cash flow are actually rising <em>faster</em> than its sales, a sign of an incredibly healthy and powerful operation.</p><p>Given the trends from its Magnificent Seven peers noted above, I&#39;m cautiously optimistic that Nvidia could experience yet another impressive quarter. For these reasons, it might be a good idea to buy some shares now because history suggests Nvidia stock could be headed for further gains.</p><p>But I wouldn&#39;t get too caught up in the exact timing. If you prefer to analyze the earnings report first and then decide to buy the stock, perhaps you&#39;ll be investing at a slightly higher valuation. Given the trends in the earnings chart, I&#39;m confident that gains will still be on the horizon for long-term investors whether or not they buy Nvidia stock before Aug. 28.</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>Should You Buy Nvidia Stock Before Aug. 28?</title>\n<style 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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\">\nShould You Buy Nvidia Stock Before Aug. 28?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-22 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/08/21/should-you-buy-nvidia-stock-before-august-28/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is the last of the \"Magnificent Seven\" to report second-quarter earnings.Many of its big-tech peers reported significant increases in capital investments for data centers and technology ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/08/21/should-you-buy-nvidia-stock-before-august-28/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4535":"淡马锡持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4577":"网络游戏","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4588":"碎股","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4503":"景林资产持仓","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4551":"寇图资本持仓","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4097":"系统软件","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4581":"高盛持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4549":"软银资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","NVDA":"英伟达","BK4528":"SaaS概念","BK4516":"特朗普概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4534":"瑞士信贷持仓","BK4576":"AR","LU0079474960.USD":"联博美国增长基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/08/21/should-you-buy-nvidia-stock-before-august-28/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461080478","content_text":"Nvidia is the last of the \"Magnificent Seven\" to report second-quarter earnings.Many of its big-tech peers reported significant increases in capital investments for data centers and technology infrastructure in the quarter.Over the last couple of years, history shows a clear pattern for the stock following its earnings reports.It's been yet another exciting earnings season for investors as megacap tech companies proved that the artificial intelligence (AI) train is moving full steam ahead.One AI player in particular is yet to publish financial results for the second quarter. On Aug. 28, semiconductor specialist  NVIDIA Corp will report earnings, and you can bet that bulls and bears all across Wall Street will be focusing on every last number the company produces.Let's dive into what investors should look for and assess if now is a good time to buy shares of Nvidia.What is Wall Street forecasting for Nvidia earnings?Nvidia reports revenue in five categories: data centers, gaming, professional visualization, automotive, and original equipment manufacturing (OEM).Each segment is connected to AI in some form or fashion, but the overwhelming majority of Nvidia's business stems from data centers. During the company's first quarter of fiscal 2025 (ended April 28), total revenue was $26 billion. Nearly 87% of that, or $22.7 billion, came from the data center business.According to consensus analyst estimates, Wall Street is forecasting that second-quarter sales will be around $28.5 billion. Should Nvidia achieve this target, it would represent 111% growth year over year.In the section below, I'll break down why I think Nvidia might blow away these estimates and explain some of that tailwinds that could be lifting its important data center operation.Image source: Getty Images.A good proxy for NvidiaIt's obvious that a common thread stitching the overall fabric of megacap tech right now is AI. But at a more granular level, AI's integration with cloud computing is a big movement within the technology industry at large.The cloud computing landscape is dominated by Amazon, Microsoft, and Alphabet.During the second quarter, each of these \"Magnificent Seven\" members revealed some interesting features. Namely, each is aggressively increasing investments in capital expenditures (capex).AMZN capital expenditures (quarterly); data by YCharts.In the case of Amazon, the company's big initiative is an $11 billion investment into data centers in Indiana as part of a broader rollout to develop its own AI-powered chips. As for Microsoft, the company hasn't been shy about new investments in nuclear-powered data centers as the company seeks to double down on AI infrastructure in an energy efficient way.During Alphabet's second-quarter earnings call, chief financial officer Ruth Porat said that capex spending was \"driven overwhelmingly by investment in our technical infrastructure with the largest component for servers followed by data centers.\"Do you see the theme? All of Nvidia's cohorts are investing tens of billions of dollars into data center infrastructure, and the trends in the chart above suggest it won't be slowing down anytime soon.Considering the bulk of Nvidia's revenue and profits comes from data center services and the company's sophisticated graphics processing units (GPU), I see the rising capex patterns from others in big tech as a good proxy for what's to come for Nvidia.Should you buy Nvidia stock before Aug. 28?AI emerged as the hottest ticket in the tech realm toward the end of 2022 when OpenAI released ChatGPT.In the chart below, you can see how Nvidia stock reacted following a series of earnings reports since the beginning of last year. The earnings report dates are annotated by the purple circles with \"E\" in the middle.NVDA data by YCharts.It's clear that Nvidia stock has risen considerably over the last 20 months or so. More specifically, the stock rarely dropped immediately following an earnings report, and when it did, the sell-off was brief.To me, this helps validate that buying Nvidia stock either before or after its last several earnings reports ended in the same result: gains.NVDA PE ratio; data by YCharts.When it comes to valuation, Nvidia stock is less expensive today than it was a year ago on both a price-to-earnings (P/E) and price-to-free-cash-flow (P/FCF) basis. This compression in multiples has occurred because the company's profits and cash flow are actually rising faster than its sales, a sign of an incredibly healthy and powerful operation.Given the trends from its Magnificent Seven peers noted above, I'm cautiously optimistic that Nvidia could experience yet another impressive quarter. For these reasons, it might be a good idea to buy some shares now because history suggests Nvidia stock could be headed for further gains.But I wouldn't get too caught up in the exact timing. If you prefer to analyze the earnings report first and then decide to buy the stock, perhaps you'll be investing at a slightly higher valuation. Given the trends in the earnings chart, I'm confident that gains will still be on the horizon for long-term investors whether or not they buy Nvidia stock before Aug. 28.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341197853061536,"gmtCreate":1724310174961,"gmtModify":1724310178476,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341197853061536","repostId":"1110442085","repostType":4,"repost":{"id":"1110442085","kind":"news","pubTimestamp":1724307616,"share":"https://ttm.financial/m/news/1110442085?lang=&edition=fundamental","pubTime":"2024-08-22 14:20","market":"us","language":"en","title":"Tesla Delays Elon Musk's Timeline Yet Again For Cybertruck FSD Rollout, This Time To September","url":"https://stock-news.laohu8.com/highlight/detail?id=1110442085","media":"Benzinga","summary":"Why It Matters: The Cybertruck is Tesla’s latest vehicle offering. The company started delivering it in November and several customers have requested access to FSD technology since.Musk has previously provided multiple timelines for the rollout of FSD on Cybertruck.In May, the CEO said that FSD would roll out on Cybertruck in late June with version 12.5 of the FSD software. Version 12.5 started rolling out to Tesla vehicles in July but Cybertruck did not get access as promised.In late July, Musk","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a><strong> </strong>senior executive Ashok Elluswamy said on Wednesday that the company’sfull self-driving (FSD) driver assistance technologyis expected to be rolled out on its Cybertruck vehicles in September, marking a delay from the previous timeline issued by company CEO Elon Musk.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> The company will initially start rolling out parking assistance features on the Cybertruck and FSD later as the vehicle “ain’t exactly the easiest vehicle to park,” Elluswamy said on social media platform X.</p><p style=\"text-align: start;\">The initial release of parking assistance features is slated for the end of this week and FSD for September, he added. Elluswamy is the director of autopilot software at Tesla.</p><p>Tesla took to X via its Cybertruck profile to mellow the executive’s comment on the angular vehicle’s ease of parking and wrote, “Calling me complicated, ok!”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e5ca86b32bbac8ef0b0858b48801c82\" tg-width=\"600\" tg-height=\"360\"/></p><p><strong>Why It Matters:</strong> The Cybertruck is Tesla’s latest vehicle offering. The company started delivering it in November and several customers have requested access to FSD technology since.</p><p style=\"text-align: start;\">Musk has previously provided multiple timelines for the rollout of FSD on Cybertruck.</p><p style=\"text-align: start;\">In May, the CEO said that FSD would roll out on Cybertruck in late June with version 12.5 of the FSD software. Version 12.5 started rolling out to Tesla vehicles in July but Cybertruck did not get access as promised.</p><p>In late July, Musk said that the stainless steel trucks should get FSD access in August but it seemingly won’t happen even this month.</p><p style=\"text-align: start;\">FSD, Musk has previously said, will enable vehicle autonomy in the future. However, it presently requires active driver supervision.</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>Tesla Delays Elon Musk's Timeline Yet Again For Cybertruck FSD Rollout, This Time To September</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 Delays Elon Musk's Timeline Yet Again For Cybertruck FSD Rollout, This Time To September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-22 14:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/24/08/40499576/tesla-delays-elon-musks-timeline-yet-again-for-cybertruck-fsd-rollout-this-time-to-september><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Motors senior executive Ashok Elluswamy said on Wednesday that the company’sfull self-driving (FSD) driver assistance technologyis expected to be rolled out on its Cybertruck vehicles in ...</p>\n\n<a href=\"https://www.benzinga.com/news/24/08/40499576/tesla-delays-elon-musks-timeline-yet-again-for-cybertruck-fsd-rollout-this-time-to-september\">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.benzinga.com/news/24/08/40499576/tesla-delays-elon-musks-timeline-yet-again-for-cybertruck-fsd-rollout-this-time-to-september","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110442085","content_text":"Tesla Motors senior executive Ashok Elluswamy said on Wednesday that the company’sfull self-driving (FSD) driver assistance technologyis expected to be rolled out on its Cybertruck vehicles in September, marking a delay from the previous timeline issued by company CEO Elon Musk.What Happened: The company will initially start rolling out parking assistance features on the Cybertruck and FSD later as the vehicle “ain’t exactly the easiest vehicle to park,” Elluswamy said on social media platform X.The initial release of parking assistance features is slated for the end of this week and FSD for September, he added. Elluswamy is the director of autopilot software at Tesla.Tesla took to X via its Cybertruck profile to mellow the executive’s comment on the angular vehicle’s ease of parking and wrote, “Calling me complicated, ok!”Why It Matters: The Cybertruck is Tesla’s latest vehicle offering. The company started delivering it in November and several customers have requested access to FSD technology since.Musk has previously provided multiple timelines for the rollout of FSD on Cybertruck.In May, the CEO said that FSD would roll out on Cybertruck in late June with version 12.5 of the FSD software. Version 12.5 started rolling out to Tesla vehicles in July but Cybertruck did not get access as promised.In late July, Musk said that the stainless steel trucks should get FSD access in August but it seemingly won’t happen even this month.FSD, Musk has previously said, will enable vehicle autonomy in the future. However, it presently requires active driver supervision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335761729270176,"gmtCreate":1723011545622,"gmtModify":1723011549893,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SPY 20240823 532.0 PUT SELL 1 | SPY 20240830 532.0 PUT BUY 1\">$SPY Calendar Spread 240823/240830 532.0P/532.0P$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SPY 20240823 532.0 PUT SELL 1 | SPY 20240830 532.0 PUT BUY 1\">$SPY Calendar Spread 240823/240830 532.0P/532.0P$</a>&nbsp;","text":"$SPY Calendar Spread 240823/240830 532.0P/532.0P$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335761729270176","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328852761874520,"gmtCreate":1721311567007,"gmtModify":1721312497030,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.","listText":"Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.","text":"Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/328852761874520","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322840627638472,"gmtCreate":1719849000050,"gmtModify":1719849003787,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at&nbsp;$286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at&nbsp;$286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.","text":"$Tesla Motors(TSLA)$ My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at $286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":4,"link":"https://ttm.financial/post/322840627638472","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4153021641319952","authorId":"4153021641319952","name":"Happiness.","avatar":"https://community-static.tradeup.com/news/efbee38ac4d1fbe88661a83acfce3fe1","crmLevel":1,"crmLevelSwitch":0,"idStr":"4153021641319952","authorIdStr":"4153021641319952"},"content":"Plan for $Tesla Motors(TSLA)$ growth up to 2029. If it’s not a good period for holder, then don’t wait and sell it [Great]","text":"Plan for $Tesla Motors(TSLA)$ growth up to 2029. If it’s not a good period for holder, then don’t wait and sell it [Great]","html":"Plan for $Tesla Motors(TSLA)$ growth up to 2029. If it’s not a good period for holder, then don’t wait and sell it [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311548343685184,"gmtCreate":1717087340754,"gmtModify":1717087345226,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"For me, I am very anxious and determined to change my family financial situation. Also to&nbsp;help relatives and friends to achieve financial independence. So I tend to invest heavily on stocks I believe in but as soon as I invest into a stock that&nbsp;particular stocks will go down and will&nbsp;end up losing all my money.","listText":"For me, I am very anxious and determined to change my family financial situation. Also to&nbsp;help relatives and friends to achieve financial independence. So I tend to invest heavily on stocks I believe in but as soon as I invest into a stock that&nbsp;particular stocks will go down and will&nbsp;end up losing all my money.","text":"For me, I am very anxious and determined to change my family financial situation. Also to help relatives and friends to achieve financial independence. So I tend to invest heavily on stocks I believe in but as soon as I invest into a stock that particular stocks will go down and will end up losing all my money.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311548343685184","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308213027369288,"gmtCreate":1716269165880,"gmtModify":1716269169670,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"Will wait and see.","listText":"Will wait and see.","text":"Will wait and see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308213027369288","repostId":"2437438302","repostType":2,"repost":{"id":"2437438302","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1716268971,"share":"https://ttm.financial/m/news/2437438302?lang=&edition=fundamental","pubTime":"2024-05-21 13:22","market":"nz","language":"en","title":"Tesla Shareholder Group Calls for Vote Against Musk Pay Package","url":"https://stock-news.laohu8.com/highlight/detail?id=2437438302","media":"Dow Jones","summary":"A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk's $46 billion pay package.The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company's board was too close to Musk and had failed to properly evaluate the pay package.The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.Shareholders are set to vote on Musk's pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla's massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the ","content":"<html><head></head><body><p>A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk&#39;s $46 billion pay package.</p><p>The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company&#39;s board was too close to Musk and had failed to properly evaluate the pay package.</p><p>The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.</p><p>Shareholders are set to vote on Musk&#39;s pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla&#39;s massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.</p><p>Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the measure.</p><p>In their letter, the shareholder group argues that Tesla&#39;s board is stacked with allies of Musk, and the body has not properly held the chief executive to account, even as he spreads his time among the multiple companies he leads. Kimbal Musk is Elon&#39;s brother and has served on the board for two decades, while Murdoch is a personal friend, the letter says.</p><p>Murdoch&#39;s family has a controlling stake in News Corp, which owns Wall Street Journal publisher Dow Jones.</p><p>The group of shareholders also includes SOC Investment Group, union-owned Amalgamated Bank, United Church Funds, Nordea Asset Management and AkademikerPension, a Danish pension fund.</p><p>Lander, as NYC comptroller, oversees the city&#39;s public pension funds.</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>Tesla Shareholder Group Calls for Vote Against Musk Pay Package</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 Shareholder Group Calls for Vote Against Musk Pay Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-21 13:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk&#39;s $46 billion pay package.</p><p>The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company&#39;s board was too close to Musk and had failed to properly evaluate the pay package.</p><p>The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.</p><p>Shareholders are set to vote on Musk&#39;s pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla&#39;s massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.</p><p>Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the measure.</p><p>In their letter, the shareholder group argues that Tesla&#39;s board is stacked with allies of Musk, and the body has not properly held the chief executive to account, even as he spreads his time among the multiple companies he leads. Kimbal Musk is Elon&#39;s brother and has served on the board for two decades, while Murdoch is a personal friend, the letter says.</p><p>Murdoch&#39;s family has a controlling stake in News Corp, which owns Wall Street Journal publisher Dow Jones.</p><p>The group of shareholders also includes SOC Investment Group, union-owned Amalgamated Bank, United Church Funds, Nordea Asset Management and AkademikerPension, a Danish pension fund.</p><p>Lander, as NYC comptroller, oversees the city&#39;s public pension funds.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4099":"汽车制造商","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4574":"无人驾驶","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437438302","content_text":"A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk's $46 billion pay package.The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company's board was too close to Musk and had failed to properly evaluate the pay package.The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.Shareholders are set to vote on Musk's pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla's massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the measure.In their letter, the shareholder group argues that Tesla's board is stacked with allies of Musk, and the body has not properly held the chief executive to account, even as he spreads his time among the multiple companies he leads. Kimbal Musk is Elon's brother and has served on the board for two decades, while Murdoch is a personal friend, the letter says.Murdoch's family has a controlling stake in News Corp, which owns Wall Street Journal publisher Dow Jones.The group of shareholders also includes SOC Investment Group, union-owned Amalgamated Bank, United Church Funds, Nordea Asset Management and AkademikerPension, a Danish pension fund.Lander, as NYC comptroller, oversees the city's public pension funds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304463364776080,"gmtCreate":1715366374207,"gmtModify":1715366377954,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"That nice for some investors who happen to hold shares with the company.","listText":"That nice for some investors who happen to hold shares with the company.","text":"That nice for some investors who happen to hold shares with the company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304463364776080","repostId":"2434850678","repostType":4,"repost":{"id":"2434850678","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1715354429,"share":"https://ttm.financial/m/news/2434850678?lang=&edition=fundamental","pubTime":"2024-05-10 23:20","market":"us","language":"en","title":"TSMC's Record Sales Surge: What's Behind the Sudden Spike?","url":"https://stock-news.laohu8.com/highlight/detail?id=2434850678","media":"Benzinga","summary":"Taiwan Semiconductor Manufacturing Coexperienced a 60% surge in April sales to 236 billion New Taiwan dollars ($7.3 billion), driven by ongoing demand for artificial intelligence and signs of recovery","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/846c5fd4d226e9662fdbd7477b0f1103\" tg-width=\"1000\" tg-height=\"563\"/></p><p>Taiwan Semiconductor Manufacturing Co experienced a 60% surge in April sales to 236 billion New Taiwan dollars ($7.3 billion), driven by ongoing demand for artificial intelligence and signs of recovery in consumer electronics.</p><p>The world’s largest contract chipmaker is projected to boost sales by about a third this quarter, following a 34.3% increase in revenue growth in March, primarily fueled by the relentless demand for AI semiconductors.</p><p>The global smartphone market, particularly competitive in China, has grown again in the first quarter, potentially increasing orders for TSMC’s core mobile chips, Bloomberg reports.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ccd16ea5788817f52751e5959fdf84b\" tg-width=\"750\" tg-height=\"650\"/></p><p>Based in Hsinchu, TSMC navigated a year of subdued demand for personal electronics, which <strong>Nvidia Corp’s</strong> (NASDAQ:NVDA) highly sought-after AI chips helped mitigate. </p><p>The company’s shares reached a record high in April, as it continues to benefit from the rise of AI technology. It is the exclusive producer of Nvidia’s most advanced training chips. </p><p>In April, TSMC shared plans to initiate production of its new “A16” chip manufacturing technology in the second half of 2026. Analysts told Reuters that TSMC’s latest technologies could contest <strong>Intel Corp’s</strong> (NASDAQ:INTC) February assertions of outpacing TSMC with its new “14A” technology. </p><p>Additionally, TSMC unveiled a novel technology that enhances the speed of AI chips by delivering power to computer chips from the backside, set to be available in 2026.</p><p>TSMC stock gained over 68% in the last 12 months. Investors can gain exposure to the stock via <strong>VanEck Semiconductor ETF</strong> (NASDAQ:SMH) and <strong>IShares Semiconductor ETF</strong> (NASDAQ:SOXX).</p><p><strong>Price Action:</strong> TSM shares were trading 4.7% higher at $149.51 in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/272c366cbad11c360cdee6af9d4445d2\" tg-width=\"804\" tg-height=\"616\"/></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>TSMC's Record Sales Surge: What's Behind the Sudden Spike?</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\">\nTSMC's Record Sales Surge: What's Behind the Sudden Spike?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-05-10 23:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/846c5fd4d226e9662fdbd7477b0f1103\" tg-width=\"1000\" tg-height=\"563\"/></p><p>Taiwan Semiconductor Manufacturing Co experienced a 60% surge in April sales to 236 billion New Taiwan dollars ($7.3 billion), driven by ongoing demand for artificial intelligence and signs of recovery in consumer electronics.</p><p>The world’s largest contract chipmaker is projected to boost sales by about a third this quarter, following a 34.3% increase in revenue growth in March, primarily fueled by the relentless demand for AI semiconductors.</p><p>The global smartphone market, particularly competitive in China, has grown again in the first quarter, potentially increasing orders for TSMC’s core mobile chips, Bloomberg reports.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ccd16ea5788817f52751e5959fdf84b\" tg-width=\"750\" tg-height=\"650\"/></p><p>Based in Hsinchu, TSMC navigated a year of subdued demand for personal electronics, which <strong>Nvidia Corp’s</strong> (NASDAQ:NVDA) highly sought-after AI chips helped mitigate. </p><p>The company’s shares reached a record high in April, as it continues to benefit from the rise of AI technology. It is the exclusive producer of Nvidia’s most advanced training chips. </p><p>In April, TSMC shared plans to initiate production of its new “A16” chip manufacturing technology in the second half of 2026. Analysts told Reuters that TSMC’s latest technologies could contest <strong>Intel Corp’s</strong> (NASDAQ:INTC) February assertions of outpacing TSMC with its new “14A” technology. </p><p>Additionally, TSMC unveiled a novel technology that enhances the speed of AI chips by delivering power to computer chips from the backside, set to be available in 2026.</p><p>TSMC stock gained over 68% in the last 12 months. Investors can gain exposure to the stock via <strong>VanEck Semiconductor ETF</strong> (NASDAQ:SMH) and <strong>IShares Semiconductor ETF</strong> (NASDAQ:SOXX).</p><p><strong>Price Action:</strong> TSM shares were trading 4.7% higher at $149.51 in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/272c366cbad11c360cdee6af9d4445d2\" tg-width=\"804\" tg-height=\"616\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://finance.yahoo.com/news/tsmcs-record-sales-surge-whats-144109570.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434850678","content_text":"Taiwan Semiconductor Manufacturing Co experienced a 60% surge in April sales to 236 billion New Taiwan dollars ($7.3 billion), driven by ongoing demand for artificial intelligence and signs of recovery in consumer electronics.The world’s largest contract chipmaker is projected to boost sales by about a third this quarter, following a 34.3% increase in revenue growth in March, primarily fueled by the relentless demand for AI semiconductors.The global smartphone market, particularly competitive in China, has grown again in the first quarter, potentially increasing orders for TSMC’s core mobile chips, Bloomberg reports.Based in Hsinchu, TSMC navigated a year of subdued demand for personal electronics, which Nvidia Corp’s (NASDAQ:NVDA) highly sought-after AI chips helped mitigate. The company’s shares reached a record high in April, as it continues to benefit from the rise of AI technology. It is the exclusive producer of Nvidia’s most advanced training chips. In April, TSMC shared plans to initiate production of its new “A16” chip manufacturing technology in the second half of 2026. Analysts told Reuters that TSMC’s latest technologies could contest Intel Corp’s (NASDAQ:INTC) February assertions of outpacing TSMC with its new “14A” technology. Additionally, TSMC unveiled a novel technology that enhances the speed of AI chips by delivering power to computer chips from the backside, set to be available in 2026.TSMC stock gained over 68% in the last 12 months. Investors can gain exposure to the stock via VanEck Semiconductor ETF (NASDAQ:SMH) and IShares Semiconductor ETF (NASDAQ:SOXX).Price Action: TSM shares were trading 4.7% higher at $149.51 in morning trading on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304462405308544,"gmtCreate":1715366239410,"gmtModify":1715366241494,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304462405308544","repostId":"1171093030","repostType":4,"repost":{"id":"1171093030","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":1715350978,"share":"https://ttm.financial/m/news/1171093030?lang=&edition=fundamental","pubTime":"2024-05-10 22:22","market":"us","language":"en","title":"EV Shares Slid in Morning Trading, With Nio Falling 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171093030","media":"Tiger Newspress","summary":"EV shares slid in morning trading.Nikola, Nio, Lucid, XPeng fell over 2%; Rivian, Li Auto, Tesla fell about 1%.President Joe Biden’s administration is poised to unveil a sweeping decision on China tariffs as soon as next week, one that’s expected to target key strategic sectors while rejecting the across-the-board hikes sought by Donald Trump, people familiar with the matter said.The decision is the culmination of a review of so-called Section 301 tariffs first put into place under Trump startin","content":"<html><head></head><body><p>EV shares slid in morning trading.</p><p>Nio fell 3%; Nikola, Lucid, XPeng fell over 2%; Rivian, Li Auto, Tesla fell around 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1b98e2eadeef748ab587735c14f77e7\" tg-width=\"442\" tg-height=\"508\"/></p><p>President Joe Biden’s administration is poised to unveil a sweeping decision on China tariffs as soon as next week, one that’s expected to target key strategic sectors while rejecting the across-the-board hikes sought by Donald Trump, people familiar with the matter said.</p><p>The decision is the culmination of a review of so-called Section 301 tariffs first put into place under Trump starting in 2018. The new tariffs will focus on industries including electric vehicles, batteries and solar cells, with existing levies largely being maintained. An announcement is scheduled for Tuesday, two of the people said. </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>EV Shares Slid in Morning Trading, With Nio Falling 3%</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\">\nEV Shares Slid in Morning Trading, With Nio Falling 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-05-10 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV shares slid in morning trading.</p><p>Nio fell 3%; Nikola, Lucid, XPeng fell over 2%; Rivian, Li Auto, Tesla fell around 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1b98e2eadeef748ab587735c14f77e7\" tg-width=\"442\" tg-height=\"508\"/></p><p>President Joe Biden’s administration is poised to unveil a sweeping decision on China tariffs as soon as next week, one that’s expected to target key strategic sectors while rejecting the across-the-board hikes sought by Donald Trump, people familiar with the matter said.</p><p>The decision is the culmination of a review of so-called Section 301 tariffs first put into place under Trump starting in 2018. The new tariffs will focus on industries including electric vehicles, batteries and solar cells, with existing levies largely being maintained. An announcement is scheduled for Tuesday, two of the people said. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation","XPEV":"小鹏汽车","TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171093030","content_text":"EV shares slid in morning trading.Nio fell 3%; Nikola, Lucid, XPeng fell over 2%; Rivian, Li Auto, Tesla fell around 1%.President Joe Biden’s administration is poised to unveil a sweeping decision on China tariffs as soon as next week, one that’s expected to target key strategic sectors while rejecting the across-the-board hikes sought by Donald Trump, people familiar with the matter said.The decision is the culmination of a review of so-called Section 301 tariffs first put into place under Trump starting in 2018. The new tariffs will focus on industries including electric vehicles, batteries and solar cells, with existing levies largely being maintained. An announcement is scheduled for Tuesday, two of the people said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304460428230968,"gmtCreate":1715365661240,"gmtModify":1715365666606,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127542989705642","authorIdStr":"4127542989705642"},"themes":[],"htmlText":"I am optimistic about the market. But with theincrease on interest rates and information, I am skeptical. The stock market has been changing for new investors like us. So at this moment will wait and see what September brings.","listText":"I am optimistic about the market. But with theincrease on interest rates and information, I am skeptical. The stock market has been changing for new investors like us. So at this moment will wait and see what September brings.","text":"I am optimistic about the market. But with theincrease on interest rates and information, I am skeptical. The stock market has been changing for new investors like us. So at this moment will wait and see what September brings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304460428230968","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":328852761874520,"gmtCreate":1721311567007,"gmtModify":1721312497030,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.","listText":"Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.","text":"Bitcoin has a potential to rich $1000k. Now is the best time to buy gradually. nobody knows that BTC will rose to this level. I am not fortunate yet on investment. But will definitely continue to invest.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/328852761874520","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322840627638472,"gmtCreate":1719849000050,"gmtModify":1719849003787,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at&nbsp;$286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at&nbsp;$286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.","text":"$Tesla Motors(TSLA)$ My experience with Tsla was not pleasant. I have been holding few shares of Tsla I bought few years ago at $286. Just after sold it last week to cut down on losses. TSLA started going up. so anxious and feeling depressed. Just sharing my journey on this business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":4,"link":"https://ttm.financial/post/322840627638472","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4153021641319952","authorId":"4153021641319952","name":"Happiness.","avatar":"https://community-static.tradeup.com/news/efbee38ac4d1fbe88661a83acfce3fe1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4153021641319952","idStr":"4153021641319952"},"content":"Plan for $Tesla Motors(TSLA)$ growth up to 2029. If it’s not a good period for holder, then don’t wait and sell it [Great]","text":"Plan for $Tesla Motors(TSLA)$ growth up to 2029. If it’s not a good period for holder, then don’t wait and sell it [Great]","html":"Plan for $Tesla Motors(TSLA)$ growth up to 2029. If it’s not a good period for holder, then don’t wait and sell it [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954960318,"gmtCreate":1675930212937,"gmtModify":1675930216281,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954960318","repostId":"2309594071","repostType":2,"repost":{"id":"2309594071","kind":"highlight","pubTimestamp":1675956422,"share":"https://ttm.financial/m/news/2309594071?lang=&edition=fundamental","pubTime":"2023-02-09 23:27","market":"us","language":"en","title":"Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2309594071","media":"Motley Fool","summary":"These profitable companies are exceptionally cheap and ripe for the picking, following a 33% decline in the Nasdaq Composite.","content":"<html><head></head><body><p>Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused <b>Nasdaq Composite</b> (^IXIC) bringing up the caboose. The index responsible for lifting the broader market to record highs in 2021 lost a third of its value last year.</p><p>While nothing quite prepares investors for a major stock index shedding 33% of its value in 12 months, there is a silver lining: No matter how painful short-term downdrafts are in the market, they&#39;re always, eventually, erased by a bull market rally. For investors with time on their side, bear markets are a golden buying opportunity.</p><p>Although growth stocks have been in focus for more than a decade, value stocks are looking particularly intriguing during the Nasdaq bear market. What follows are three tantalizing value stocks that have the catalysts necessary to double your money by 2026.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>: Forward-year price-to-earnings ratio of 7.7</h2><p>The first phenomenal value stock with triple-digit return potential for investors over the next four years is pharmacy chain <b>Walgreens Boots Alliance</b>.</p><p>For the majority of healthcare stocks, recessions and economic downturns are mostly a nonevent. Since no one can control when they become ill, there&#39;s always a need for prescription drugs, medical devices, and a variety of healthcare services.</p><p>But because Walgreens is dependent on its brick-and-mortar locations for most of its revenue, lockdowns tied to the COVID-19 pandemic walloped its operating results. With that tough period now in the rearview mirror, investors can scoop up shares of Walgreens at a discount.</p><p>Aside from a once-in-a-century event that&#39;s made Walgreens Boots Alliance stock inexpensive, the company is also undertaking a multiyear transformation designed to lift its organic growth rate, boost operating efficiency, and increase customer loyalty. One way it&#39;s doing this is by spending big on digitization efforts. Promoting the convenience of online sales, as well as refining its supply chains, are simple ways the company can promote organic growth and improve its operating margin.</p><p>Additionally, Walgreens is steadily shifting more of its net sales toward healthcare services. It&#39;s become a majority owner in VillageMD, with the duo opening 200 colocated, full-service health clinics, as of Nov. 30, 2022. The expectation is for 1,000 of these clinics to be open in more than 30 U.S. markets by the end of 2027. These are physician-staffed clinics designed to draw repeat customers and build rapport at the grassroots level. They can also provide a nice lift to a generally low-margin operating model.</p><p>If you need one more good reason to buy Walgreens during the Nasdaq bear market, consider this: The company has increased its base annual payout for 47 consecutive years. Walgreens&#39; 5.2% yield will get investors over 20% of the way to doubling their initial investment over the next four years.</p><h2>Lovesac: Forward-year price-to-earnings ratio of 11.7</h2><p>This is as good a time as any to mention that growth stocks can be value stocks, too. That&#39;s why furniture company <b>Lovesac</b> stands out as an amazing deal at a forward price-to-earnings ratio of 11.7.</p><p>Let me stop you before your mind wanders too far. <i>Yes</i>, the furniture industry is generally slow-growing and boring. Lovesac is neither of these, with its furniture, omnichannel sales platform, and customer focus completely disrupting the industry.</p><p>At one time, beanbag-styled chairs known as &#34;sacs&#34; were Lovesac&#39;s core product. But through the first nine months of fiscal 2023, 89.9% of net revenue came from selling &#34;sactionals&#34; -- modular couches that can be rearranged a multitude of ways.  These sactionals offer functionality, optionality (over 200 cover choices), and are ecofriendly. The yarn used in the covers for sactionals is made using recycled plastic water bottles. There&#39;s simply nothing that compares to Lovesac&#39;s top-selling product.</p><p>Although Lovesac has traditional retail stores in 40 states, it&#39;s far from a traditional brick-and-mortar retailer. During the height of the pandemic, it was able to move nearly half of its sales online, while allowing pop-up showrooms and brand-name partnerships to pick up the remainder of the sales lost by physical showrooms. Having multiple sales channels is a tool that&#39;s lowered the company&#39;s overhead expenses and lifted its operating margin.</p><p>Lastly, Lovesac tends to target a more affluent core audience (middle-and-upper-income millennials, to be exact). These are folks who are less likely to be adversely impacted by inflation or mild economic downturns. In short, Lovesac is better insulated to handle economic disruptions than the traditional furniture industry.</p><p>Lovesac&#39;s sustained double-digit sales growth rate, and its expected doubling in earnings per share through 2026, according to Wall Street estimates, make it a screaming deal during the Nasdaq bear market.</p><h2>Teva Pharmaceutical Industries: Forward-year price-to-earnings ratio of 4.1</h2><p>The third tantalizing value stock that can double your money during the Nasdaq bear market is brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b>. Note: While Teva is reporting its fourth-quarter and full-year operating results before the opening bell today, all figures discussed below are based on the company&#39;s third-quarter results.</p><p>Whereas COVID-19 was a huge headwind for Walgreens Boots Alliance and Lovesac, Teva has been its own worst enemy over the past six years. It grossly overpaid for the Actavis buyout and ballooned its outstanding debt. It&#39;s also dealt with the loss of sales exclusivity on its top-selling brand-name drug (Copaxone for multiple sclerosis), and has faced a litany of litigation tied to its role in the opioid crisis.</p><p>Teva&#39;s biggest catalyst is that it&#39;s putting these miscues in the rearview mirror. Last year, the company forged a $4.2 billion nationwide settlement stemming from its role in the opioid crisis. While this was a higher dollar amount than some shareholders (myself included) had expected, it&#39;s spread out over 18 years. With this gray cloud removed, investors can focus their attention on Teva&#39;s operations, rather than its legal department.</p><p>Losing sales exclusivity to Copaxone isn&#39;t as much of a drag anymore, either. Sales growth from tardive dyskinesia drug Austedo and migraine drug Ajovy are more than outpacing revenue lost to generic forms of Copaxone. As of November, Austedo was on pace to possibly deliver its first full year of blockbuster sales (i.e., revenue in excess of $1 billion).</p><p>Teva&#39;s success is also a function of having a turnaround specialist as CEO. Since taking the lead role in 2017, Kare Schultz has reduced the company&#39;s net debt from north of $34 billion to $19 billion, as of Sept. 30, 2022. Divesting noncore assets, reducing operating expenses, and using the company&#39;s abundant cash flow to pay down debt has been the winning formula.</p><p>If Teva can successfully put all of these challenges behind it, a doubling of its earnings multiple to 8 by 2026 seems perfectly doable.</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>Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026</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\">\nNasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused Nasdaq Composite (^IXIC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEVA":"梯瓦制药","WBA":"沃尔格林联合博姿","LOVE":"Lovesac Co."},"source_url":"https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309594071","content_text":"Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused Nasdaq Composite (^IXIC) bringing up the caboose. The index responsible for lifting the broader market to record highs in 2021 lost a third of its value last year.While nothing quite prepares investors for a major stock index shedding 33% of its value in 12 months, there is a silver lining: No matter how painful short-term downdrafts are in the market, they're always, eventually, erased by a bull market rally. For investors with time on their side, bear markets are a golden buying opportunity.Although growth stocks have been in focus for more than a decade, value stocks are looking particularly intriguing during the Nasdaq bear market. What follows are three tantalizing value stocks that have the catalysts necessary to double your money by 2026.Walgreens Boots Alliance: Forward-year price-to-earnings ratio of 7.7The first phenomenal value stock with triple-digit return potential for investors over the next four years is pharmacy chain Walgreens Boots Alliance.For the majority of healthcare stocks, recessions and economic downturns are mostly a nonevent. Since no one can control when they become ill, there's always a need for prescription drugs, medical devices, and a variety of healthcare services.But because Walgreens is dependent on its brick-and-mortar locations for most of its revenue, lockdowns tied to the COVID-19 pandemic walloped its operating results. With that tough period now in the rearview mirror, investors can scoop up shares of Walgreens at a discount.Aside from a once-in-a-century event that's made Walgreens Boots Alliance stock inexpensive, the company is also undertaking a multiyear transformation designed to lift its organic growth rate, boost operating efficiency, and increase customer loyalty. One way it's doing this is by spending big on digitization efforts. Promoting the convenience of online sales, as well as refining its supply chains, are simple ways the company can promote organic growth and improve its operating margin.Additionally, Walgreens is steadily shifting more of its net sales toward healthcare services. It's become a majority owner in VillageMD, with the duo opening 200 colocated, full-service health clinics, as of Nov. 30, 2022. The expectation is for 1,000 of these clinics to be open in more than 30 U.S. markets by the end of 2027. These are physician-staffed clinics designed to draw repeat customers and build rapport at the grassroots level. They can also provide a nice lift to a generally low-margin operating model.If you need one more good reason to buy Walgreens during the Nasdaq bear market, consider this: The company has increased its base annual payout for 47 consecutive years. Walgreens' 5.2% yield will get investors over 20% of the way to doubling their initial investment over the next four years.Lovesac: Forward-year price-to-earnings ratio of 11.7This is as good a time as any to mention that growth stocks can be value stocks, too. That's why furniture company Lovesac stands out as an amazing deal at a forward price-to-earnings ratio of 11.7.Let me stop you before your mind wanders too far. Yes, the furniture industry is generally slow-growing and boring. Lovesac is neither of these, with its furniture, omnichannel sales platform, and customer focus completely disrupting the industry.At one time, beanbag-styled chairs known as \"sacs\" were Lovesac's core product. But through the first nine months of fiscal 2023, 89.9% of net revenue came from selling \"sactionals\" -- modular couches that can be rearranged a multitude of ways.  These sactionals offer functionality, optionality (over 200 cover choices), and are ecofriendly. The yarn used in the covers for sactionals is made using recycled plastic water bottles. There's simply nothing that compares to Lovesac's top-selling product.Although Lovesac has traditional retail stores in 40 states, it's far from a traditional brick-and-mortar retailer. During the height of the pandemic, it was able to move nearly half of its sales online, while allowing pop-up showrooms and brand-name partnerships to pick up the remainder of the sales lost by physical showrooms. Having multiple sales channels is a tool that's lowered the company's overhead expenses and lifted its operating margin.Lastly, Lovesac tends to target a more affluent core audience (middle-and-upper-income millennials, to be exact). These are folks who are less likely to be adversely impacted by inflation or mild economic downturns. In short, Lovesac is better insulated to handle economic disruptions than the traditional furniture industry.Lovesac's sustained double-digit sales growth rate, and its expected doubling in earnings per share through 2026, according to Wall Street estimates, make it a screaming deal during the Nasdaq bear market.Teva Pharmaceutical Industries: Forward-year price-to-earnings ratio of 4.1The third tantalizing value stock that can double your money during the Nasdaq bear market is brand-name and generic-drug developer Teva Pharmaceutical Industries. Note: While Teva is reporting its fourth-quarter and full-year operating results before the opening bell today, all figures discussed below are based on the company's third-quarter results.Whereas COVID-19 was a huge headwind for Walgreens Boots Alliance and Lovesac, Teva has been its own worst enemy over the past six years. It grossly overpaid for the Actavis buyout and ballooned its outstanding debt. It's also dealt with the loss of sales exclusivity on its top-selling brand-name drug (Copaxone for multiple sclerosis), and has faced a litany of litigation tied to its role in the opioid crisis.Teva's biggest catalyst is that it's putting these miscues in the rearview mirror. Last year, the company forged a $4.2 billion nationwide settlement stemming from its role in the opioid crisis. While this was a higher dollar amount than some shareholders (myself included) had expected, it's spread out over 18 years. With this gray cloud removed, investors can focus their attention on Teva's operations, rather than its legal department.Losing sales exclusivity to Copaxone isn't as much of a drag anymore, either. Sales growth from tardive dyskinesia drug Austedo and migraine drug Ajovy are more than outpacing revenue lost to generic forms of Copaxone. As of November, Austedo was on pace to possibly deliver its first full year of blockbuster sales (i.e., revenue in excess of $1 billion).Teva's success is also a function of having a turnaround specialist as CEO. Since taking the lead role in 2017, Kare Schultz has reduced the company's net debt from north of $34 billion to $19 billion, as of Sept. 30, 2022. Divesting noncore assets, reducing operating expenses, and using the company's abundant cash flow to pay down debt has been the winning formula.If Teva can successfully put all of these challenges behind it, a doubling of its earnings multiple to 8 by 2026 seems perfectly doable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269474652602504,"gmtCreate":1706806660057,"gmtModify":1706806664140,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269474652602504","repostId":"1147218574","repostType":4,"repost":{"id":"1147218574","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":1706801400,"share":"https://ttm.financial/m/news/1147218574?lang=&edition=fundamental","pubTime":"2024-02-01 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1147218574","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to re","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-01 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","BE":"Bloom Energy Corp","T":"美国电话电报","NVDA":"英伟达","AAPL":"苹果","GM":"通用汽车","QCOM":"高通","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147218574","content_text":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”Redburn Atlantic Equities reiterates Tesla as sellRedburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.“Messages from last week’s Q4 results add conviction to our Sell thesis.”Goldman Sachs reiterates Microsoft as buyGoldman said it’s standing by the tech giant after its earnings report earlier this week.“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.Mizuho reiterates Nvidia as buyMizuho said it’s standing by the stock heading into its GTC Conference in March.“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”Citi downgrades Qualcomm to neutral from buyCiti downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”Morgan Stanley reiterates General Motors as overweightMorgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”JPMorgan upgrades AT&T to overweight from neutralJPMorgan said in its upgrade of AT&T that the stock has an attractive valuation.“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”RBC downgrades New York Community Bancorp to sector perform from outperformRBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”Morgan Stanley reiterates Bloom Energy as overweightMorgan Stanley said the energy company is an “underappreciated AI winner.”“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955397046,"gmtCreate":1675187499685,"gmtModify":1676538982821,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9955397046","repostId":"1124767673","repostType":4,"repost":{"id":"1124767673","kind":"news","pubTimestamp":1675178723,"share":"https://ttm.financial/m/news/1124767673?lang=&edition=fundamental","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Fed Points Toward a Pause in May Once Hikes Have Time to Sink In","url":"https://stock-news.laohu8.com/highlight/detail?id=1124767673","media":"Bloomberg","summary":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 b","content":"<html><head></head><body><ul><li>Three more months of price data to be in hand by May meeting</li><li>Officials expected to slow hikes to 25 basis points this week</li></ul><p>Federal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.</p><p>That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.</p><p>Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.</p><p><img src=\"https://static.tigerbbs.com/769a3a8628d2895e0f50b794911021cb\" tg-width=\"648\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.</p><p>US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.</p><p>Waller, in recent comments, spelled out how much more evidence he needed to call a halt.</p><p>“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”</p><p>The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.</p><p>Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.</p><p>Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.</p><p>“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”</p><p>Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.</p><p>Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.</p><p>He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.</p><p>The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.</p><p>“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.</p><p>“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.</p><p>Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.</p><p>“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Points Toward a Pause in May Once Hikes Have Time to Sink In</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\">\nFed Points Toward a Pause in May Once Hikes Have Time to Sink In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124767673","content_text":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.Waller, in recent comments, spelled out how much more evidence he needed to call a halt.“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955926331,"gmtCreate":1675152528323,"gmtModify":1676538979858,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Apple is a good stock to buy, but at this time stock market is volatile.","listText":"Apple is a good stock to buy, but at this time stock market is volatile.","text":"Apple is a good stock to buy, but at this time stock market is volatile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955926331","repostId":"1192075634","repostType":4,"repost":{"id":"1192075634","kind":"news","pubTimestamp":1675178707,"share":"https://ttm.financial/m/news/1192075634?lang=&edition=fundamental","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Apple: A Buy Ahead Of Q1 Earnings Announcement","url":"https://stock-news.laohu8.com/highlight/detail?id=1192075634","media":"Seekingalpha","summary":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with ID","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple hardware expected to struggle with iPhone shipments in focus on Q1 &#39;23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 &#39;22.</li><li>We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.</li><li>Our model implies modest upside as we&#39;re limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.</li><li>We don&#39;t expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.</li><li>We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.</li></ul><h3>Apple investment thesis</h3><p>We’re heading into the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.</p><p>Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.</p><p>Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.</p><p>We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.</p><p>We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.</p><h3>Key Apple news items heading into the quarter</h3><p>The recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.</p><p>Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:</p><p>“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple&#39;s revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”</p><p>The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.</p><p>Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.</p><p>We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.</p><p>It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.</p><h3>Data on inventory and channel creates some concern among managers</h3><p>We also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.</p><p><img src=\"https://static.tigerbbs.com/668624a8c0662ca5cfd5278c7e81d653\" tg-width=\"622\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/>Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.</p><p>It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.</p><p>We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.</p><p>It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.</p><p>It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.</p><h3>Financial model notes to consider</h3><p>Keep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.</p><p><img src=\"https://static.tigerbbs.com/0b5f42304627f273b9867b197539746e\" tg-width=\"616\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>We think upside remains somewhat limited unless there&#39;s something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.</p><p>Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.</p><h3>Our homework points to a better than expected quarter</h3><p>We think, the stock will report a minor beat on earnings and revenue to exit FY &#39;23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.</p><p>In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at &#34;buy&#34; based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: A Buy Ahead Of Q1 Earnings Announcement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: A Buy Ahead Of Q1 Earnings Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192075634","content_text":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.Our model implies modest upside as we're limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.We don't expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.Apple investment thesisWe’re heading into the Apple quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.Key Apple news items heading into the quarterThe recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple's revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.Data on inventory and channel creates some concern among managersWe also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.Financial model notes to considerKeep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.We think upside remains somewhat limited unless there's something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.Our homework points to a better than expected quarterWe think, the stock will report a minor beat on earnings and revenue to exit FY '23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at \"buy\" based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955304557,"gmtCreate":1675177579379,"gmtModify":1676538982191,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955304557","repostId":"1124767673","repostType":2,"repost":{"id":"1124767673","kind":"news","pubTimestamp":1675178723,"share":"https://ttm.financial/m/news/1124767673?lang=&edition=fundamental","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Fed Points Toward a Pause in May Once Hikes Have Time to Sink In","url":"https://stock-news.laohu8.com/highlight/detail?id=1124767673","media":"Bloomberg","summary":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 b","content":"<html><head></head><body><ul><li>Three more months of price data to be in hand by May meeting</li><li>Officials expected to slow hikes to 25 basis points this week</li></ul><p>Federal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.</p><p>That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.</p><p>Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.</p><p><img src=\"https://static.tigerbbs.com/769a3a8628d2895e0f50b794911021cb\" tg-width=\"648\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.</p><p>US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.</p><p>Waller, in recent comments, spelled out how much more evidence he needed to call a halt.</p><p>“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”</p><p>The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.</p><p>Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.</p><p>Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.</p><p>“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”</p><p>Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.</p><p>Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.</p><p>He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.</p><p>The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.</p><p>“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.</p><p>“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.</p><p>Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.</p><p>“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Points Toward a Pause in May Once Hikes Have Time to Sink In</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\">\nFed Points Toward a Pause in May Once Hikes Have Time to Sink In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124767673","content_text":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.Waller, in recent comments, spelled out how much more evidence he needed to call a halt.“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965221500,"gmtCreate":1669964361100,"gmtModify":1676538279502,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9965221500","repostId":"2288381611","repostType":4,"repost":{"id":"2288381611","kind":"highlight","pubTimestamp":1669944178,"share":"https://ttm.financial/m/news/2288381611?lang=&edition=fundamental","pubTime":"2022-12-02 09:22","market":"us","language":"en","title":"Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2288381611","media":"Fortune","summary":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame infl","content":"<html><head></head><body><p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.</p><p>To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.</p><p>That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.</p><p>“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.</p><p>It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.</p><h2><b>Musk’s recession warnings</b></h2><p>Musk’s warnings about an economic downturn have become significantly darker over the past several months.</p><p>In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.</p><p>“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”</p><p>In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.</p><p>“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.</p><p>But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.</p><p>“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.</p><p>“I have recession PTSD from keeping X and hotlink]<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.</p><p>The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.</p><p>Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.</p><p>In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.</p><h2><b>No chance of a Fed pivot</b></h2><p>By calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.</p><p>But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.</p><p>Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.</p></body></html>","source":"yahoofinance","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 Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 09:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2288381611","content_text":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.Musk’s recession warningsMusk’s warnings about an economic downturn have become significantly darker over the past several months.In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.“I have recession PTSD from keeping X and hotlink]PayPal[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.No chance of a Fed pivotBy calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958534877,"gmtCreate":1673770484799,"gmtModify":1676538883715,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"He made history in United States. Is good to celebrate him.","listText":"He made history in United States. Is good to celebrate him.","text":"He made history in United States. Is good to celebrate him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958534877","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","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":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956566022,"gmtCreate":1674059985967,"gmtModify":1676538921510,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956566022","repostId":"1148375286","repostType":4,"repost":{"id":"1148375286","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":1674054814,"share":"https://ttm.financial/m/news/1148375286?lang=&edition=fundamental","pubTime":"2023-01-18 23:13","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Exxon, IBM and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1148375286","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Morgan Stanley names Apple a top 2023 pickMorgan S","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2>Morgan Stanley names Apple a top 2023 pick</h2><p>Morgan Stanley said Apple is a “rare best-of-both worlds outperformer.”</p><blockquote>“We see Apple as a rare best-of-both worlds outperformer - a more defensive, quality name during challenging times, but an outperformer in the early cycle.”</blockquote><h2>Baird names Tesla a top 2023 pick</h2><p>Baird said it’s standing by its outperform rating on Tesla shares.</p><blockquote>“Demand concerns and near-term macroeconomic headwinds loom over the stock after falling nearly 70% in 2022. We are encouraged by the ramp of gigafactories at Berlin and Austin and believe the long-term setup is strong.”</blockquote><h2>Morgan Stanley names Amazon a top 2023 pick</h2><p>Morgan Stanley said Amazon is operating from a “leading e-commerce profit generating position.”</p><blockquote>“Amazon’s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest”</blockquote><h2>Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it’s staying bullish on the stock heading into earnings next week.</p><blockquote>“While indicators that Microsoft is not immune to the weaker IT spending environment aren’t hard to find, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives.”</blockquote><h2>KeyBanc reiterates Netflix as sector weight</h2><p>KeyBanc said it’s cautiously optimistic heading into Netflix earnings on Thursday.</p><blockquote>“Coupled with the removal of net add guidance and monetization events on the horizon (e.g., ads, password sharing, and likely a 1H23E price increase), we believe there will be little for investors to nitpick on the print.”</blockquote><h2>Morgan Stanley downgrades IBM to equal weight from overweight</h2><p>Morgan Stanley downgraded IBM and said “late cycle outperformance [has] runs its course.”</p><blockquote>“we downgrade IBM to EW (from OW) as rev growth decelerates and risk of underperformance in a 2H23 early cycle bounce increases.”</blockquote><h2>Redburn downgrades Exxon to sell from neutral</h2><p>Redburn downgraded the oil and gas giant on valuation.</p><blockquote>“We continue to like Chevron and Exxon’s focus on low-risk repeatable upstream growth and their more conservative approach to low-carbon investments. ... .We downgrade Exxon to Sell on valuation and keep Chevron on Neutral.”</blockquote><h2>BMO initiates CrowdStrike as outperform</h2><p>BMO initiated the cybersecurity company and called it “best-in-class.”</p><blockquote>“We believe that CrowdStrike offers best-in-class endpoint security capabilities and an expanding platform that will help CrowdStrike compete against Microsoft and other vendors.”</blockquote><h2>Citi opens a catalyst watch on Qualcomm and Intel</h2><p>Citi opened a negative catalyst watch on Qualcomm and Intel due to concerns about weakness.</p><blockquote>“We expect weakness for both Intel and Qualcomm stocks during earnings given we have received a lot of investor interest in both stocks combined with lower guidance.”</blockquote><h2>Citi downgrades Morgan Stanley to neutral from buy</h2><p>Citi downgraded Morgan Stanley after its earnings report mainly on valuation.</p><blockquote>“In our view, the market is pricing in best in class returns and we do not see significant relative upside.”</blockquote><h2>Morgan Stanley upgrades Gap to equal weight from underweight</h2><p>Morgan Stanley said it sees more “upside than downside” for the stock.</p><blockquote>“On GPS, we see more upside than downside at current levels, &amp; move to Equal-weight with an unchanged $12 price target from Underweight prior.”</blockquote><h2>Mizuho upgrades Oatly to buy from neutral</h2><p>Mizuho said it sees accelerating growth for the oats beverage company.</p><blockquote>“We do not expect FCF-positive operations until 2H24, but liquidity tightness appears manageable and EBITDA can inflect positive exiting FY23. Limited elasticity for plant bevs supports our bullishness and improving capacity should accelerate OTLY growth.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Exxon, IBM and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Exxon, IBM and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-18 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2>Morgan Stanley names Apple a top 2023 pick</h2><p>Morgan Stanley said Apple is a “rare best-of-both worlds outperformer.”</p><blockquote>“We see Apple as a rare best-of-both worlds outperformer - a more defensive, quality name during challenging times, but an outperformer in the early cycle.”</blockquote><h2>Baird names Tesla a top 2023 pick</h2><p>Baird said it’s standing by its outperform rating on Tesla shares.</p><blockquote>“Demand concerns and near-term macroeconomic headwinds loom over the stock after falling nearly 70% in 2022. We are encouraged by the ramp of gigafactories at Berlin and Austin and believe the long-term setup is strong.”</blockquote><h2>Morgan Stanley names Amazon a top 2023 pick</h2><p>Morgan Stanley said Amazon is operating from a “leading e-commerce profit generating position.”</p><blockquote>“Amazon’s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest”</blockquote><h2>Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it’s staying bullish on the stock heading into earnings next week.</p><blockquote>“While indicators that Microsoft is not immune to the weaker IT spending environment aren’t hard to find, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives.”</blockquote><h2>KeyBanc reiterates Netflix as sector weight</h2><p>KeyBanc said it’s cautiously optimistic heading into Netflix earnings on Thursday.</p><blockquote>“Coupled with the removal of net add guidance and monetization events on the horizon (e.g., ads, password sharing, and likely a 1H23E price increase), we believe there will be little for investors to nitpick on the print.”</blockquote><h2>Morgan Stanley downgrades IBM to equal weight from overweight</h2><p>Morgan Stanley downgraded IBM and said “late cycle outperformance [has] runs its course.”</p><blockquote>“we downgrade IBM to EW (from OW) as rev growth decelerates and risk of underperformance in a 2H23 early cycle bounce increases.”</blockquote><h2>Redburn downgrades Exxon to sell from neutral</h2><p>Redburn downgraded the oil and gas giant on valuation.</p><blockquote>“We continue to like Chevron and Exxon’s focus on low-risk repeatable upstream growth and their more conservative approach to low-carbon investments. ... .We downgrade Exxon to Sell on valuation and keep Chevron on Neutral.”</blockquote><h2>BMO initiates CrowdStrike as outperform</h2><p>BMO initiated the cybersecurity company and called it “best-in-class.”</p><blockquote>“We believe that CrowdStrike offers best-in-class endpoint security capabilities and an expanding platform that will help CrowdStrike compete against Microsoft and other vendors.”</blockquote><h2>Citi opens a catalyst watch on Qualcomm and Intel</h2><p>Citi opened a negative catalyst watch on Qualcomm and Intel due to concerns about weakness.</p><blockquote>“We expect weakness for both Intel and Qualcomm stocks during earnings given we have received a lot of investor interest in both stocks combined with lower guidance.”</blockquote><h2>Citi downgrades Morgan Stanley to neutral from buy</h2><p>Citi downgraded Morgan Stanley after its earnings report mainly on valuation.</p><blockquote>“In our view, the market is pricing in best in class returns and we do not see significant relative upside.”</blockquote><h2>Morgan Stanley upgrades Gap to equal weight from underweight</h2><p>Morgan Stanley said it sees more “upside than downside” for the stock.</p><blockquote>“On GPS, we see more upside than downside at current levels, &amp; move to Equal-weight with an unchanged $12 price target from Underweight prior.”</blockquote><h2>Mizuho upgrades Oatly to buy from neutral</h2><p>Mizuho said it sees accelerating growth for the oats beverage company.</p><blockquote>“We do not expect FCF-positive operations until 2H24, but liquidity tightness appears manageable and EBITDA can inflect positive exiting FY23. Limited elasticity for plant bevs supports our bullishness and improving capacity should accelerate OTLY growth.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","XOM":"埃克森美孚","NFLX":"奈飞","QCOM":"高通","AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软","TSLA":"特斯拉","OTLY":"Oatly Group AB","INTC":"英特尔","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148375286","content_text":"Here are Wednesday’s biggest calls on Wall Street:Morgan Stanley names Apple a top 2023 pickMorgan Stanley said Apple is a “rare best-of-both worlds outperformer.”“We see Apple as a rare best-of-both worlds outperformer - a more defensive, quality name during challenging times, but an outperformer in the early cycle.”Baird names Tesla a top 2023 pickBaird said it’s standing by its outperform rating on Tesla shares.“Demand concerns and near-term macroeconomic headwinds loom over the stock after falling nearly 70% in 2022. We are encouraged by the ramp of gigafactories at Berlin and Austin and believe the long-term setup is strong.”Morgan Stanley names Amazon a top 2023 pickMorgan Stanley said Amazon is operating from a “leading e-commerce profit generating position.”“Amazon’s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest”Morgan Stanley reiterates Microsoft as overweightMorgan Stanley said it’s staying bullish on the stock heading into earnings next week.“While indicators that Microsoft is not immune to the weaker IT spending environment aren’t hard to find, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives.”KeyBanc reiterates Netflix as sector weightKeyBanc said it’s cautiously optimistic heading into Netflix earnings on Thursday.“Coupled with the removal of net add guidance and monetization events on the horizon (e.g., ads, password sharing, and likely a 1H23E price increase), we believe there will be little for investors to nitpick on the print.”Morgan Stanley downgrades IBM to equal weight from overweightMorgan Stanley downgraded IBM and said “late cycle outperformance [has] runs its course.”“we downgrade IBM to EW (from OW) as rev growth decelerates and risk of underperformance in a 2H23 early cycle bounce increases.”Redburn downgrades Exxon to sell from neutralRedburn downgraded the oil and gas giant on valuation.“We continue to like Chevron and Exxon’s focus on low-risk repeatable upstream growth and their more conservative approach to low-carbon investments. ... .We downgrade Exxon to Sell on valuation and keep Chevron on Neutral.”BMO initiates CrowdStrike as outperformBMO initiated the cybersecurity company and called it “best-in-class.”“We believe that CrowdStrike offers best-in-class endpoint security capabilities and an expanding platform that will help CrowdStrike compete against Microsoft and other vendors.”Citi opens a catalyst watch on Qualcomm and IntelCiti opened a negative catalyst watch on Qualcomm and Intel due to concerns about weakness.“We expect weakness for both Intel and Qualcomm stocks during earnings given we have received a lot of investor interest in both stocks combined with lower guidance.”Citi downgrades Morgan Stanley to neutral from buyCiti downgraded Morgan Stanley after its earnings report mainly on valuation.“In our view, the market is pricing in best in class returns and we do not see significant relative upside.”Morgan Stanley upgrades Gap to equal weight from underweightMorgan Stanley said it sees more “upside than downside” for the stock.“On GPS, we see more upside than downside at current levels, & move to Equal-weight with an unchanged $12 price target from Underweight prior.”Mizuho upgrades Oatly to buy from neutralMizuho said it sees accelerating growth for the oats beverage company.“We do not expect FCF-positive operations until 2H24, but liquidity tightness appears manageable and EBITDA can inflect positive exiting FY23. Limited elasticity for plant bevs supports our bullishness and improving capacity should accelerate OTLY growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954422154,"gmtCreate":1676566486979,"gmtModify":1676566491164,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954422154","repostId":"2311510966","repostType":4,"repost":{"id":"2311510966","kind":"highlight","pubTimestamp":1676548881,"share":"https://ttm.financial/m/news/2311510966?lang=&edition=fundamental","pubTime":"2023-02-16 20:01","market":"us","language":"en","title":"7 Comeback Stocks to Buy Before They Soar Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2311510966","media":"InvestorPlace","summary":"Here’s a list of seven top stocks that could come back strong again.Fastly, Inc. : The company’s fun","content":"<html><head></head><body><ul><li>Here’s a list of seven top stocks that could come back strong again.</li><li><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> : The company’s fundamentals and technology are strong.</li><li><a href=\"https://laohu8.com/S/NEE\">NextEra</a> : NEE is poised to benefit from multiple, strong trends.</li><li><a href=\"https://laohu8.com/S/EVGO\">EVgo Inc.</a> : EVGO should benefit from the rapid proliferation of EVs.</li><li><a href=\"https://laohu8.com/S/GEVO\">Gevo</a> : GEVO is on its way to becoming a major supplier of Sustainable Airlines Fuel.</li><li><a href=\"https://laohu8.com/S/PUBM\">PubMatic, Inc.</a> : PUBM should get a big lift from an acceleration of the digital-ad market.</li><li><a href=\"https://laohu8.com/S/LIT\">Global X Lithium &amp; Battery Tech ETF</a> : With the demand for lithium and batteries soaring, LIT could soar.</li><li><a href=\"https://laohu8.com/S/SPWR\">SunPower</a> : The street is overestimating the impact of a change in California’s regulations on the residential solar market.</li></ul><p><img src=\"https://static.tigerbbs.com/291948abc1513b86e3ffa1626924edca\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Vova Shevchuk / Shutterstock.com</p><p>Wall Street is slowly coming around to three ideas that I’ve advocated for months: the notion that most stocks can only go up when the Fed is cutting interest rates is ridiculous, America is not headed for a recession, and we’re likely on the verge of a bull market or already in one. The latest evidence of the Street’s new-found optimism came on Feb. 13, when <b>Wells Fargo</b> proclaimed that “the bear market is over.” While the firm refused to concede that we’re in a bull market or about to be in one,  the fact that it’s willing to announce the demise of “the bear” is a very good sign for stocks in general and comeback stocks in particular.</p><p>Comeback stocks — which I define as well-positioned growth names that tumbled sharply during the bear market — should do especially well now that the Street realizes that we can exit “the bear” while the Fed is still raising rates. That’s because, with the “don’t fight the Fed” rule discarded, big-time investors are quite likely to see that another closely related, misguided “law” — growth stocks can’t go up while the Fed is raising rates — also needs to be thrown in the dumpster. Here are seven comeback stocks that investors can use to exploit the Street’s awakening.</p><table border=\"1\"><tbody><tr><td><b>FSLY</b></td><td>Fastly</td><td>$12.96</td></tr><tr><td><b>NEE</b></td><td>NextEra Energy</td><td>$75.97</td></tr><tr><td><b>EVGO</b></td><td>EVgo</td><td>$6.30</td></tr><tr><td><b>GEVO</b></td><td>Gevo</td><td>$2.04</td></tr><tr><td><b>PUBM</b></td><td>PubMatic</td><td>$15.26</td></tr><tr><td><b>LIT</b></td><td>Global X Lithium &amp; Battery Tech ETF</td><td>$68.47</td></tr><tr><td><b>SPWR</b></td><td>SunPower</td><td>$15.80</td></tr></tbody></table><h2><b>Comeback Stocks: Fastly</b> (<b>FSLY</b>)</h2><p><img src=\"https://static.tigerbbs.com/f63577bf32dfdb1abd33de59523f7323\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Epic Cure / Shutterstock</p><p>As I noted in a Feb. 13 article, <b>Fastly </b>(NYSE:<b><u>FSLY</u></b>) soared after <b>Bank of America</b> upgraded the stock to “buy” from “underperform.” The firm noted Fastly’s “underlying fundamentals” were solid, and that it was upbeat on the changes made by its new CEO, Todd Nightengale.</p><p>In 2020, I was bullish on FSLY stock, citing the innovations that the company used to make life easier for its companies’ developers, along with the extremely positive reviews that it received from many of its users. But that call turned out to be totally wrong, as a number of developments, including the bear market, caused the shares to tumble roughly 90% from their Jan. 2021 peak. However, I believe that Nightengale’s changes, combined with improved sentiment, and the relatively low valuation of FSLY, will help FSLY make a triumphant return.</p><h2>Comeback Stocks: NextEra Energy (<b>NEE</b>)</h2><p><img src=\"https://static.tigerbbs.com/aa4854119e0da2e07bf974bda751999c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: PopTika / Shutterstock</p><p>The decline in <b>NextEra</b> (NYSE:<b><u>NEE</u></b>) should be short-lived, especially with its clean energy unit, NextEra Energy benefiting from the recent anti-climate change law.  Also noteworthy is that NEE’s Florida Power &amp; Light Company, which it described as “America’s largest electric utility.”</p><p>In addition, in the fourth quarter, NEE’s revenue jumped 22% year-over-year, while its earnings per share, excluding certain items, came in at 51 cents, up from 41 cents during the same period a year earlier. For all of 2022, its adjusted EPS climbed 14%. For 2023, NEE expects its adjusted EPS to be $2.98-$3.13. up from $2.90 last year. At the midpoint of that range, NEE is trading at a forward price-earnings ratio of 25. Given its growth outlook and growth potential, that’s an attractive valuation.</p><h2>Comeback Stocks: EVgo (EVGO)</h2><p><img src=\"https://static.tigerbbs.com/b552968fe8994ee94e8f59eddc61223b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Sundry Photography / Shutterstock.com</p><p><b>EVGo </b>(NASDAQ:<b><u>EVGO</u></b>) should benefit from the rapid proliferation of EVs, government assistance, and impressive partnerships. When it comes to EV proliferation, a staggering 24.2% of all light vehicles sold in California last quarter were plug-in vehicles. The share of all-electric vehicles jumped to 21%. Of course, California is a huge market on its own, but it’s safe to assume that many other states are poised to follow California’s lead in the coming quarters and years.</p><p>On the government assistance front, the U.S. Department of Transportation is poised to spend $5 billion this year on subsidizing not only the deployment of EV chargers. Among Evgo’s impressive partners are<b> General Motors </b>(NYSE:<b><u>GM</u></b>), whose Bolt EVs “were the bestselling mainstream EVs in the second half of the year,” and <b>Lyft </b>(NASDAQ:<b><u>LYFT</u></b>), a leader in the ride-sharing market.</p><h2>Gevo (GEVO)</h2><p><img src=\"https://static.tigerbbs.com/8914c62977253620c213b3e0d0109f08\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Zurijeta / Shutterstock.com</p><p>Down about 80% from its Jan. 2021 peak, <b>Gevo </b>(NASDAQ:<b><u>GEVO</u></b>) continues to progress towards becoming a leading supplier of sustainable airline fuel. Gevo has also established multiple, impressive partnerships, including a five-year $165 million deal with Spain’s <b>Iberia Airlines, </b>which is expected to kick off in 2028.</p><p>In addition, in Oct., the company announced that <b>Qatar Airways</b> would purchase five million gallons annually of SAF starting in 2028. Among Gevo’s other major, future customers are <b>American Airlines </b>(NASDAQ:<b><u>AAL</u></b>) and Ireland’s <b>Aer Lingus</b>. Gevo continues to expect its first major factory to open in 2025.  It also expects to generate EBITDA of $300 million to $325 million annually.</p><h2>PubMatic (PUBM)</h2><p><img src=\"https://static.tigerbbs.com/46286e26974bf56d8192df56ee98f9fb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: shutterstock.com/CC7</p><p>As I noted in a previous column, <b>PubMatic’s</b> (NASDAQ:<b><u>PUBM</u></b>) “cloud infrastructure platform enables real-time programmatic advertising transactions.” Amid the Street’s aversion to growth stocks and a slowdown of the growth of digital-ad spending, PUBM has tumbled 65% from its peak of $64.81, set in Feb. 2021.</p><p>However,  as I discussed in the introduction to this column, the Street’s view of growth stocks is likely to become much more favorable soon. Meanwhile, I believe that reduced spending on digital ads was largely due to fears about a recession that, barring a cataclysmic geopolitical event or a large amount of turbulence in energy markets, is not going to materialize this year or in 2024. As that reality becomes apparent to companies, the growth of digital ads should accelerate meaningfully.</p><h2>Global X Lithium &amp; Battery Tech ETF (LIT)</h2><p><img src=\"https://static.tigerbbs.com/30f52acb24654c3464cfbbf0711efe59\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Freedom365day / Shutterstock.com</p><p>Lithium prices will remain elevated, as demand for electric vehicle batteries soars. Those dynamics should greatly boost the<b> Global X Lithium &amp; Battery Tech ETF</b> (NYSEArca:<b><u>LIT</u></b>), which has tumbled 25% from its peak of $93 set in Nov. 2021.</p><p><b>S&amp;P Global</b> reports that “Lithium prices will likely see strong support in 2023, with supply expected to remain tight amid bullish demand from the accelerating adoption of electric vehicles across the globe.” Meanwhile, the global EV battery market is expected to increase at a compound annual growth rate of nearly 20% between 2022 and 2027.</p><h2>SunPower (SPWR)</h2><p><img src=\"https://static.tigerbbs.com/b4afeeb01365f9f18323ba785b828ddf\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: AdityaB. Photography/ShutterStock.com</p><p><b>SunPower’s</b> (NASDAQ:<b><u>SPWR</u></b>) decline appears to have been sparked by California’s decision to reduce the amount that the state pays homeowners for the electricity that they provide to the state’s electricity grid. Adding to the fears was a January note on SPWR stock from <b>Barclays</b>, which downgraded SPWR “underweight” from “equal weight.”</p><p>But I believe that the Street in general and Barclays, in particular, are greatly underestimating the impact that the combination of rising electricity prices, the proliferation of electric vehicles, and increased tax credit for solar installations will have on the residential solar market going forward. That trifecta, I believe, will dwarf the impact of California’s decision.</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 Comeback Stocks to Buy Before They Soar Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Comeback Stocks to Buy Before They Soar Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 20:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/7-comeback-stocks-to-buy-before-they-soar-again/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here’s a list of seven top stocks that could come back strong again.Fastly, Inc. : The company’s fundamentals and technology are strong.NextEra : NEE is poised to benefit from multiple, strong trends....</p>\n\n<a href=\"https://investorplace.com/2023/02/7-comeback-stocks-to-buy-before-they-soar-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVGO":"EVgo Inc.","LU0124384867.USD":"贝莱德新能源基金A2","BK4574":"无人驾驶","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4519":"光伏太阳能","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4022":"陆运","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4581":"高盛持仓","BK4096":"电气部件与设备","QQQ":"纳指100ETF","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4099":"汽车制造商","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4138":"石油与天然气的炼制和营销","SPWR":"SunPower","BK4548":"巴美列捷福持仓","QID":"纳指两倍做空ETF","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","GEVO":"Gevo Inc.","AAL":"美国航空","LIT":"Global X Lithium & Battery Tech ETF","GM":"通用汽车","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LYFT":"Lyft, Inc.","BK4008":"航空公司","PUBM":"PubMatic, Inc.","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","FSLY":"Fastly, Inc.","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","QLD":"纳指两倍做多ETF","BK4566":"资本集团","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","NEE":"新纪元能源","BK4009":"广告","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK4081":"电力公用事业",".IXIC":"NASDAQ Composite","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"source_url":"https://investorplace.com/2023/02/7-comeback-stocks-to-buy-before-they-soar-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311510966","content_text":"Here’s a list of seven top stocks that could come back strong again.Fastly, Inc. : The company’s fundamentals and technology are strong.NextEra : NEE is poised to benefit from multiple, strong trends.EVgo Inc. : EVGO should benefit from the rapid proliferation of EVs.Gevo : GEVO is on its way to becoming a major supplier of Sustainable Airlines Fuel.PubMatic, Inc. : PUBM should get a big lift from an acceleration of the digital-ad market.Global X Lithium & Battery Tech ETF : With the demand for lithium and batteries soaring, LIT could soar.SunPower : The street is overestimating the impact of a change in California’s regulations on the residential solar market.Source: Vova Shevchuk / Shutterstock.comWall Street is slowly coming around to three ideas that I’ve advocated for months: the notion that most stocks can only go up when the Fed is cutting interest rates is ridiculous, America is not headed for a recession, and we’re likely on the verge of a bull market or already in one. The latest evidence of the Street’s new-found optimism came on Feb. 13, when Wells Fargo proclaimed that “the bear market is over.” While the firm refused to concede that we’re in a bull market or about to be in one,  the fact that it’s willing to announce the demise of “the bear” is a very good sign for stocks in general and comeback stocks in particular.Comeback stocks — which I define as well-positioned growth names that tumbled sharply during the bear market — should do especially well now that the Street realizes that we can exit “the bear” while the Fed is still raising rates. That’s because, with the “don’t fight the Fed” rule discarded, big-time investors are quite likely to see that another closely related, misguided “law” — growth stocks can’t go up while the Fed is raising rates — also needs to be thrown in the dumpster. Here are seven comeback stocks that investors can use to exploit the Street’s awakening.FSLYFastly$12.96NEENextEra Energy$75.97EVGOEVgo$6.30GEVOGevo$2.04PUBMPubMatic$15.26LITGlobal X Lithium & Battery Tech ETF$68.47SPWRSunPower$15.80Comeback Stocks: Fastly (FSLY)Source: Epic Cure / ShutterstockAs I noted in a Feb. 13 article, Fastly (NYSE:FSLY) soared after Bank of America upgraded the stock to “buy” from “underperform.” The firm noted Fastly’s “underlying fundamentals” were solid, and that it was upbeat on the changes made by its new CEO, Todd Nightengale.In 2020, I was bullish on FSLY stock, citing the innovations that the company used to make life easier for its companies’ developers, along with the extremely positive reviews that it received from many of its users. But that call turned out to be totally wrong, as a number of developments, including the bear market, caused the shares to tumble roughly 90% from their Jan. 2021 peak. However, I believe that Nightengale’s changes, combined with improved sentiment, and the relatively low valuation of FSLY, will help FSLY make a triumphant return.Comeback Stocks: NextEra Energy (NEE)Source: PopTika / ShutterstockThe decline in NextEra (NYSE:NEE) should be short-lived, especially with its clean energy unit, NextEra Energy benefiting from the recent anti-climate change law.  Also noteworthy is that NEE’s Florida Power & Light Company, which it described as “America’s largest electric utility.”In addition, in the fourth quarter, NEE’s revenue jumped 22% year-over-year, while its earnings per share, excluding certain items, came in at 51 cents, up from 41 cents during the same period a year earlier. For all of 2022, its adjusted EPS climbed 14%. For 2023, NEE expects its adjusted EPS to be $2.98-$3.13. up from $2.90 last year. At the midpoint of that range, NEE is trading at a forward price-earnings ratio of 25. Given its growth outlook and growth potential, that’s an attractive valuation.Comeback Stocks: EVgo (EVGO)Source: Sundry Photography / Shutterstock.comEVGo (NASDAQ:EVGO) should benefit from the rapid proliferation of EVs, government assistance, and impressive partnerships. When it comes to EV proliferation, a staggering 24.2% of all light vehicles sold in California last quarter were plug-in vehicles. The share of all-electric vehicles jumped to 21%. Of course, California is a huge market on its own, but it’s safe to assume that many other states are poised to follow California’s lead in the coming quarters and years.On the government assistance front, the U.S. Department of Transportation is poised to spend $5 billion this year on subsidizing not only the deployment of EV chargers. Among Evgo’s impressive partners are General Motors (NYSE:GM), whose Bolt EVs “were the bestselling mainstream EVs in the second half of the year,” and Lyft (NASDAQ:LYFT), a leader in the ride-sharing market.Gevo (GEVO)Source: Zurijeta / Shutterstock.comDown about 80% from its Jan. 2021 peak, Gevo (NASDAQ:GEVO) continues to progress towards becoming a leading supplier of sustainable airline fuel. Gevo has also established multiple, impressive partnerships, including a five-year $165 million deal with Spain’s Iberia Airlines, which is expected to kick off in 2028.In addition, in Oct., the company announced that Qatar Airways would purchase five million gallons annually of SAF starting in 2028. Among Gevo’s other major, future customers are American Airlines (NASDAQ:AAL) and Ireland’s Aer Lingus. Gevo continues to expect its first major factory to open in 2025.  It also expects to generate EBITDA of $300 million to $325 million annually.PubMatic (PUBM)Source: shutterstock.com/CC7As I noted in a previous column, PubMatic’s (NASDAQ:PUBM) “cloud infrastructure platform enables real-time programmatic advertising transactions.” Amid the Street’s aversion to growth stocks and a slowdown of the growth of digital-ad spending, PUBM has tumbled 65% from its peak of $64.81, set in Feb. 2021.However,  as I discussed in the introduction to this column, the Street’s view of growth stocks is likely to become much more favorable soon. Meanwhile, I believe that reduced spending on digital ads was largely due to fears about a recession that, barring a cataclysmic geopolitical event or a large amount of turbulence in energy markets, is not going to materialize this year or in 2024. As that reality becomes apparent to companies, the growth of digital ads should accelerate meaningfully.Global X Lithium & Battery Tech ETF (LIT)Source: Freedom365day / Shutterstock.comLithium prices will remain elevated, as demand for electric vehicle batteries soars. Those dynamics should greatly boost the Global X Lithium & Battery Tech ETF (NYSEArca:LIT), which has tumbled 25% from its peak of $93 set in Nov. 2021.S&P Global reports that “Lithium prices will likely see strong support in 2023, with supply expected to remain tight amid bullish demand from the accelerating adoption of electric vehicles across the globe.” Meanwhile, the global EV battery market is expected to increase at a compound annual growth rate of nearly 20% between 2022 and 2027.SunPower (SPWR)Source: AdityaB. Photography/ShutterStock.comSunPower’s (NASDAQ:SPWR) decline appears to have been sparked by California’s decision to reduce the amount that the state pays homeowners for the electricity that they provide to the state’s electricity grid. Adding to the fears was a January note on SPWR stock from Barclays, which downgraded SPWR “underweight” from “equal weight.”But I believe that the Street in general and Barclays, in particular, are greatly underestimating the impact that the combination of rising electricity prices, the proliferation of electric vehicles, and increased tax credit for solar installations will have on the residential solar market going forward. That trifecta, I believe, will dwarf the impact of California’s decision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928932283,"gmtCreate":1671162573443,"gmtModify":1676538502061,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928932283","repostId":"2291153000","repostType":4,"repost":{"id":"2291153000","kind":"news","pubTimestamp":1671152835,"share":"https://ttm.financial/m/news/2291153000?lang=&edition=fundamental","pubTime":"2022-12-16 09:07","market":"us","language":"en","title":"Stock Market Traders Discover That Bad News Is Bad After All","url":"https://stock-news.laohu8.com/highlight/detail?id=2291153000","media":"Bloomberg","summary":"Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, sa","content":"<html><head></head><body><ul><li>Concern is growth and what will happen to economy: Mahajan</li><li>The bottom isn’t in yet for the market, says Lovell at UBS</li></ul><p>Order is being restored in financial markets, a frightening development for equity bulls.</p><p>For the first time in a long time, news that was bad for the economy was bad for the stock market as well, more proof that recession fear has replaced inflation angst as that market’s biggest bugaboo. That bonds took the news in stride is nice for investors with a toe in each market, but adds to evidence that concern about the economy has become the bigger input to both.</p><p>Rather than rise on speculation that weak data would curb Federal Reserve tightening, the S&amp;P 500 dropped 2.5% on Thursday, while the Nasdaq 100 lost 3.4%. Small-cap stocks lost more than 2.5% and the VIX volatility gauge shot back above 22. The yield on 10-year Treasuries hovered around 3.45%, down from a peak of 3.63% earlier this week.</p><p>“The concern is growth and what’s going to happen to the economy, and is the Fed pushing us into recession,” Mona Mahajan, senior investment strategist at Edward Jones, said on Bloomberg’s “What Goes Up” podcast on Thursday. “Markets won’t ignore the fact that we’re entering a downturn — and so could we head back toward those lows, give up some of the gains that we’ve seen recently? We think that is certainly a scenario that is a credible one.”</p><p><img src=\"https://static.tigerbbs.com/53d23fd0d5e7c8cff39bf6af275f2547\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>In months prior, bad economic news was often taken as good by investors because it suggested the Federal Reserve’s interest-rate increases were working as intended to cool the economy and tamp down inflation. But now a shift may be at hand: Many investors are worrying more about a recession in 2023, with the risk increasing that the Fed could overtighten.</p><p>Data Thursday suggested US economic growth is slowing, with retail sales and manufacturing dropping last month, though the labor market has remained strong. Retail sales fell in November by the most in nearly a year, calling into question the health of the consumer, while several factory measures also showed contraction, burdened by weaker demand, among other things. Meanwhile, regional Federal Reserve banks data showed that manufacturing weakened in both the New York and Philadelphia regions by more than expected — the latter’s new orders gauge fell to the lowest since the onset of the pandemic.</p><p>“Investors took their eye off the ball and were hoping for a glide path into the holidays,” said Mike Bailey, director of research at FBB Capital Partners. “Markets are realizing that we are in for a staring contest between Jay Powell and investors that could go on for three, six, or nine months.” He added that yields on short-term Treasuries rose Thursday, while those on longer-term ones declined, “which would support a theme of a hawkish Fed move near-term, pushing rates up, but also leading to perhaps a worse recession, which might suggest slower long-term growth and lower long rates.”</p><p>The iShares 20+ Year Treasury Bond ETF, known by its ticker TLT, is on pace to beat the SPDR S&amp;P 500 ETF Trust (SPY) for five straight weeks, the longest winning streak since March of 2020. The Treasury fund is outperforming the latter by nearly 10 percentage points in December, poised for its best month since that period as well.</p><p>On Wednesday, the Fed raised its benchmark rate by 50 basis points to a 4.25%-to-4.5% target range and policymakers predicted rates would end next year at 5.1%, a higher level than previously indicated. Chair Jerome Powell reiterated that the central bank would keep rates higher for longer, and played down hopes for a rate cut next year.</p><p>The Fed also, among other projections, updated its forecast for the unemployment rate, saying it could rise to 4.6% next year — and such a hike from July’s trough of 3.5% “has never not caused a recession,” wrote Julian Emanuel, chief equity, derivatives and quantitative strategist at Evercore ISI, who added that no bear market has ever bottomed before a recession has started. Emanuel recommends a defensive position as the first half of 2023 could remain volatile still.</p><p>“The pullback in the market today — we aren’t surprised by it,” Nadia Lovell, UBS Global Wealth Management senior US equity strategist, told Bloomberg Television on Thursday. “This is a market that has traded on the hope that the Fed will not do what they say they will do. Yesterday they sent a clearly different message.”</p><p>“The risk is to the upside. That is what the market is grappling with today,” Lovell added. “We don’t yet think the bottom is into this market. You’ll probably see it in the first half of the year.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Traders Discover That Bad News Is Bad After All</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\">\nStock Market Traders Discover That Bad News Is Bad After All\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, says Lovell at UBSOrder is being restored in financial markets, a frightening development for equity ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","BK4111":"出版","BK4166":"消费信贷",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291153000","content_text":"Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, says Lovell at UBSOrder is being restored in financial markets, a frightening development for equity bulls.For the first time in a long time, news that was bad for the economy was bad for the stock market as well, more proof that recession fear has replaced inflation angst as that market’s biggest bugaboo. That bonds took the news in stride is nice for investors with a toe in each market, but adds to evidence that concern about the economy has become the bigger input to both.Rather than rise on speculation that weak data would curb Federal Reserve tightening, the S&P 500 dropped 2.5% on Thursday, while the Nasdaq 100 lost 3.4%. Small-cap stocks lost more than 2.5% and the VIX volatility gauge shot back above 22. The yield on 10-year Treasuries hovered around 3.45%, down from a peak of 3.63% earlier this week.“The concern is growth and what’s going to happen to the economy, and is the Fed pushing us into recession,” Mona Mahajan, senior investment strategist at Edward Jones, said on Bloomberg’s “What Goes Up” podcast on Thursday. “Markets won’t ignore the fact that we’re entering a downturn — and so could we head back toward those lows, give up some of the gains that we’ve seen recently? We think that is certainly a scenario that is a credible one.”In months prior, bad economic news was often taken as good by investors because it suggested the Federal Reserve’s interest-rate increases were working as intended to cool the economy and tamp down inflation. But now a shift may be at hand: Many investors are worrying more about a recession in 2023, with the risk increasing that the Fed could overtighten.Data Thursday suggested US economic growth is slowing, with retail sales and manufacturing dropping last month, though the labor market has remained strong. Retail sales fell in November by the most in nearly a year, calling into question the health of the consumer, while several factory measures also showed contraction, burdened by weaker demand, among other things. Meanwhile, regional Federal Reserve banks data showed that manufacturing weakened in both the New York and Philadelphia regions by more than expected — the latter’s new orders gauge fell to the lowest since the onset of the pandemic.“Investors took their eye off the ball and were hoping for a glide path into the holidays,” said Mike Bailey, director of research at FBB Capital Partners. “Markets are realizing that we are in for a staring contest between Jay Powell and investors that could go on for three, six, or nine months.” He added that yields on short-term Treasuries rose Thursday, while those on longer-term ones declined, “which would support a theme of a hawkish Fed move near-term, pushing rates up, but also leading to perhaps a worse recession, which might suggest slower long-term growth and lower long rates.”The iShares 20+ Year Treasury Bond ETF, known by its ticker TLT, is on pace to beat the SPDR S&P 500 ETF Trust (SPY) for five straight weeks, the longest winning streak since March of 2020. The Treasury fund is outperforming the latter by nearly 10 percentage points in December, poised for its best month since that period as well.On Wednesday, the Fed raised its benchmark rate by 50 basis points to a 4.25%-to-4.5% target range and policymakers predicted rates would end next year at 5.1%, a higher level than previously indicated. Chair Jerome Powell reiterated that the central bank would keep rates higher for longer, and played down hopes for a rate cut next year.The Fed also, among other projections, updated its forecast for the unemployment rate, saying it could rise to 4.6% next year — and such a hike from July’s trough of 3.5% “has never not caused a recession,” wrote Julian Emanuel, chief equity, derivatives and quantitative strategist at Evercore ISI, who added that no bear market has ever bottomed before a recession has started. Emanuel recommends a defensive position as the first half of 2023 could remain volatile still.“The pullback in the market today — we aren’t surprised by it,” Nadia Lovell, UBS Global Wealth Management senior US equity strategist, told Bloomberg Television on Thursday. “This is a market that has traded on the hope that the Fed will not do what they say they will do. Yesterday they sent a clearly different message.”“The risk is to the upside. That is what the market is grappling with today,” Lovell added. “We don’t yet think the bottom is into this market. You’ll probably see it in the first half of the year.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967601208,"gmtCreate":1670303818004,"gmtModify":1676538340933,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967601208","repostId":"1108754337","repostType":4,"repost":{"id":"1108754337","kind":"news","pubTimestamp":1670296975,"share":"https://ttm.financial/m/news/1108754337?lang=&edition=fundamental","pubTime":"2022-12-06 11:22","market":"us","language":"en","title":"Nvidia: Hypergrowth Or Hardly Growth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108754337","media":"Seeking Alpha","summary":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73","content":"<html><head></head><body><h3>Summary</h3><ul><li>Nvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).</li><li>Enormous growth is necessary to justify such eye watering multiples.</li><li>We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!</li></ul><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.</p><p>The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.</p><p>Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.</p><h3><img src=\"https://static.tigerbbs.com/b58f7dd4e8027089e4d09dad641f9887\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/>Gaming and Professional Visualization</h3><p>Over the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.</p><p>It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.</p><p>During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.</p><p>Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.</p><p>The market saw a crypto mining bubble and confused it for organic growth.</p><h3>Auto, OEM, and Other</h3><p>Over the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.</p><h3>Data Center</h3><p>The lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.</p><p>After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.</p><p>But with such a high multiple on the stock, what are the prospects for the business looking forward?</p><p>The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.</p><p>But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.</p><p>We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.</p><h3>Total Picture</h3><p>Over the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.</p><p>In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.</p><p>The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.</p><p>Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.</p><h3>Considerations</h3><p>Shorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock&#39;s valuation is egregious and doesn&#39;t make sense doesn&#39;t mean that it can&#39;t get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.</p><p>Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company&#39;s prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.</p><p>In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it&#39;s likely that same sentiment will elevate AMD as well.</p><p>Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.</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: Hypergrowth Or Hardly Growth?</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: Hypergrowth Or Hardly Growth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth\">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/4562472-nvidia-hypergrowth-or-hardly-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108754337","content_text":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering multiples.We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!Nvidia’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.Gaming and Professional VisualizationOver the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.The market saw a crypto mining bubble and confused it for organic growth.Auto, OEM, and OtherOver the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.Data CenterThe lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.But with such a high multiple on the stock, what are the prospects for the business looking forward?The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.Total PictureOver the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.ConsiderationsShorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock's valuation is egregious and doesn't make sense doesn't mean that it can't get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company's prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it's likely that same sentiment will elevate AMD as well.Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963703121,"gmtCreate":1668746014463,"gmtModify":1676538107328,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963703121","repostId":"1103280772","repostType":2,"repost":{"id":"1103280772","kind":"news","pubTimestamp":1668736676,"share":"https://ttm.financial/m/news/1103280772?lang=&edition=fundamental","pubTime":"2022-11-18 09:57","market":"us","language":"en","title":"Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On","url":"https://stock-news.laohu8.com/highlight/detail?id=1103280772","media":"Bloomberg","summary":"Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices s","content":"<html><head></head><body><ul><li>Borrowing costs should be high enough to curb inflation</li><li>Tightening has had limited effect on prices so far, he says</li></ul><p>St. Louis Fed President James Bullard said policymakers should raise interest rates to at least 5% to 5.25%, hitting financial markets as investors recalibrated bets on how high officials would go.</p><p>“In the past I have said 4.75% to 5%,” he told reporters Thursday after giving a speech in Louisville, Kentucky. “Based on this analysis today, I would say 5% to 5.25%. That’s a minimum level. According to this analysis, that would at least get us in the zone.”</p><p>Chair Jerome Powell said earlier this month that rates will need to rise more than previously expected due to disappointing inflation data, while suggesting that officials could moderate the size of their increases going forward. A key reading on consumer prices since then was better than expected but policymakers continue to stress the need to keep raising rates.</p><p>Officials in September had projected rates rising to around 4.6% next year from a current target range of 3.75% to 4%. Those projections will be updated at the Fed’s Dec. 13-14 meeting.</p><p>US 10-year Treasury yields climbed after Bullard became the latest official to say that interest rates had further to rise to curb the strongest inflation in 40 years.</p><p>San Francisco Fed President Mary Daly said on Wednesday that “somewhere between 4.75 and 5.25 seems a reasonable place to think about” for the level that officials should raise rates to then go on hold.</p><p>Bullard’s hawkish tone was echoed later on Thursday by Minneapolis Fed President Neel Kashkari, whosaidit’s an “open question” how far the central bank has to go with rates to bring demand back into balance.</p><p>“I need to be convinced that inflation has at least stopped climbing, that we’re not falling further behind the curve before I would advocate stopping a progression of future rate hikes, so we’re not there yet,” he told the Minnesota Chamber of Commerce’s 2022 Economic Summit.</p><p>“The Fed is still maintaining a outward appearance of hawkishness pending another month of inflation data,” said Guy LeBas, chief fixed-income strategist for Janney Montgomery Scott LLC in Philadelphia. “One month of lower inflation doesn’t mean the war is over.”</p><p>Data last week showed consumer inflation rising by a less-than-expected 7.7% in the 12 months through October. November’s reading will be released on Dec. 13, before officials begin their two days of policy deliberations.</p><p>During his presentation, Bullard showed charts that indicated rates will need to be between about 5% to 7% to meet policymakers’ goal of being “sufficiently restrictive” to curb inflation near a four-decade high.</p><p>The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor.</p><h3>‘Minimal’ Level</h3><p>“It’s easy to make arguments that before this is all over you’d have to go to much higher levels of the policy rate” than 5.25%, said Bullard, who votes on policy this year. “But for now I’d be happy to get to the minimal level and that’s why I think the committee is going to have to do more.”</p><p>The St. Louis Fed leader, who has been among the more hawkish policymakers this year, was the latest central banker to call for additional action.</p><p>The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation that started in the wake of the Covid-19 pandemic disruptions.</p><p>Bullard didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s December meeting, telling reporters that he would look to Powell to set the direction.</p><p>A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation in October.</p><p>Investors expect the Fed will raise rates by a half percentage point next month and see rates peaking around 5% next year.</p><p>The St. Louis Fed president said he expected officials to keep rates high for an extended period to avoid the kind of monetary policy mistakes of the 1970s that resulted in persistently high inflation.</p><p>“We certainly don’t want to replay that episode,” he told reporters. “So we’re going to have to see very tangible evidence that inflation’s coming down meaningfully toward target, and I think we’re going to want to err on the side of staying higher for longer in order to get that to happen.”</p><p>Bullard said while he expected inflation to come down next year, there’s been relatively little evidence of that so far.</p><p>“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said in his prepared remarks, adding rate hikes so far have caused little financial stress.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On</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\">\nBullard Sets Tone for Fed Officials Signaling Hikes Will Roll On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices so far, he saysSt. Louis Fed President James Bullard said policymakers should raise interest rates to...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103280772","content_text":"Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices so far, he saysSt. Louis Fed President James Bullard said policymakers should raise interest rates to at least 5% to 5.25%, hitting financial markets as investors recalibrated bets on how high officials would go.“In the past I have said 4.75% to 5%,” he told reporters Thursday after giving a speech in Louisville, Kentucky. “Based on this analysis today, I would say 5% to 5.25%. That’s a minimum level. According to this analysis, that would at least get us in the zone.”Chair Jerome Powell said earlier this month that rates will need to rise more than previously expected due to disappointing inflation data, while suggesting that officials could moderate the size of their increases going forward. A key reading on consumer prices since then was better than expected but policymakers continue to stress the need to keep raising rates.Officials in September had projected rates rising to around 4.6% next year from a current target range of 3.75% to 4%. Those projections will be updated at the Fed’s Dec. 13-14 meeting.US 10-year Treasury yields climbed after Bullard became the latest official to say that interest rates had further to rise to curb the strongest inflation in 40 years.San Francisco Fed President Mary Daly said on Wednesday that “somewhere between 4.75 and 5.25 seems a reasonable place to think about” for the level that officials should raise rates to then go on hold.Bullard’s hawkish tone was echoed later on Thursday by Minneapolis Fed President Neel Kashkari, whosaidit’s an “open question” how far the central bank has to go with rates to bring demand back into balance.“I need to be convinced that inflation has at least stopped climbing, that we’re not falling further behind the curve before I would advocate stopping a progression of future rate hikes, so we’re not there yet,” he told the Minnesota Chamber of Commerce’s 2022 Economic Summit.“The Fed is still maintaining a outward appearance of hawkishness pending another month of inflation data,” said Guy LeBas, chief fixed-income strategist for Janney Montgomery Scott LLC in Philadelphia. “One month of lower inflation doesn’t mean the war is over.”Data last week showed consumer inflation rising by a less-than-expected 7.7% in the 12 months through October. November’s reading will be released on Dec. 13, before officials begin their two days of policy deliberations.During his presentation, Bullard showed charts that indicated rates will need to be between about 5% to 7% to meet policymakers’ goal of being “sufficiently restrictive” to curb inflation near a four-decade high.The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor.‘Minimal’ Level“It’s easy to make arguments that before this is all over you’d have to go to much higher levels of the policy rate” than 5.25%, said Bullard, who votes on policy this year. “But for now I’d be happy to get to the minimal level and that’s why I think the committee is going to have to do more.”The St. Louis Fed leader, who has been among the more hawkish policymakers this year, was the latest central banker to call for additional action.The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation that started in the wake of the Covid-19 pandemic disruptions.Bullard didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s December meeting, telling reporters that he would look to Powell to set the direction.A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation in October.Investors expect the Fed will raise rates by a half percentage point next month and see rates peaking around 5% next year.The St. Louis Fed president said he expected officials to keep rates high for an extended period to avoid the kind of monetary policy mistakes of the 1970s that resulted in persistently high inflation.“We certainly don’t want to replay that episode,” he told reporters. “So we’re going to have to see very tangible evidence that inflation’s coming down meaningfully toward target, and I think we’re going to want to err on the side of staying higher for longer in order to get that to happen.”Bullard said while he expected inflation to come down next year, there’s been relatively little evidence of that so far.“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said in his prepared remarks, adding rate hikes so far have caused little financial stress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963611852,"gmtCreate":1668659115276,"gmtModify":1676538092749,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963611852","repostId":"2284813867","repostType":2,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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>Why Apple Is The Only FAANG Stock Worth Buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985056821,"gmtCreate":1667274561064,"gmtModify":1676537889685,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985056821","repostId":"2279898385","repostType":4,"repost":{"id":"2279898385","kind":"highlight","pubTimestamp":1667274984,"share":"https://ttm.financial/m/news/2279898385?lang=&edition=fundamental","pubTime":"2022-11-01 11:56","market":"us","language":"en","title":"3 Big Mistakes to Avoid This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2279898385","media":"Motley Fool","summary":"Earnings season, paired with a bear market, can be a challenging time for investors.","content":"<html><head></head><body><p>Earnings season is underway as investors digest quarterly reports and analysts adjust their forecasts for the quarters to come.</p><p>Earnings season is an excellent opportunity for investors to tune in to management commentary, whether that&#39;s through a conference call, webcast, or an earnings call transcript (or all three). But it&#39;s also a time of heightened volatility and sharp gyrations in stock prices.</p><p>With so much noise, it&#39;s easy to make mistakes. Here are three big mistakes to avoid this earnings season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6967c1f49fea0d51755d6c360353efe\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Evaluating earnings without context</h2><p>Any company can report a bad quarter or two. Taking an earnings report out of context is a big mistake that can lead to missing out on a buying opportunity or selling at a bad time. Sometimes a stock will go down after an earnings report because the company missed expectations even though the numbers themselves are good. Or the quarter was good, but the guidance is poor. And maybe the guidance is poor only relative to the performance so far this year or last year.</p><p>Taking an earnings report and weaving it into the broader context of the investment thesis ensures that a given 13-week time period isn&#39;t exaggerated. For example, <b>Microsoft</b> (MSFT 4.02%) stock has been under pressure since the company&#39;s Q3 2022 earnings report, even though the numbers themselves were impressive and the underlying investment thesis and long-term growth prospects remain intact.</p><p>It&#39;s essential to remember that Wall Street can operate on a shorter time horizon, and therefore, is prone to knee-jerk reactions. A hedge fund may lose clients for a bad performance year, or a C-Suite executive may be replaced if the company&#39;s stock price fails to meet expectations. As an individual investor, you have the luxury of operating on your own timeline and your own standards. And for that reason, you can take an earnings report and digest it within the context of a multi-year holding period.</p><h2>Panicking</h2><p>Panic buying and panic selling are dangerous temptations. On the upside, investors may have a fear of missing out (FOMO), which can lead to overpaying for stocks. On the downside, day after day of flashing red may lead to selling a position at the wrong time.</p><p>We can&#39;t control our emotions in the moment. But we can make a plan so that when the unexpected happens, we are ready for it. One way to reduce randomness is to dollar-cost average into stocks you like over time. Dollar-cost averaging involves gradually accumulating shares of companies by setting aside a certain amount of investable dollars every period -- such as every two weeks or every month.</p><p>When stock prices are higher, those dollars won&#39;t go as far. But when stocks are on sale, an investor will be able to accumulate more shares for the same amount of money. The advantage of dollar-cost averaging is that it avoids market timing, prevents panicking, and essentially automates the trading side of investing. An investor may not get the best deal all the time. But they&#39;ll likely avoid the big mistakes that come with panic buying and selling.</p><h2>Anchoring a stock&#39;s price to prior highs</h2><p>Some stocks are down over 90% from all-time highs in the last year or two alone. And many more have suffered losses that are well above the drawdowns in the <b>S&amp;P 500</b> or <b>Nasdaq Composite</b>. And while many of these stocks could recover from the lows, it would be a mistake to assume that they could return to their all-time highs -- ever. Just because a stock was a specific price at a certain point in time doesn&#39;t make that price fair or accurate. Mispriced assets are a common occurrence in the stock market. It cuts both ways, on the upside and the downside.</p><p>Unlike other asset classes, the stock market is unique because it is highly liquid, and prices are quoted in real-time, five days a week. As an individual investor, you don&#39;t have to agree with or even pay attention to the real-time price unless you want to.</p><p>When you buy a share of a company in the first place, it&#39;s best to do it for a specific reason that doesn&#39;t just depend on thinking the stock price will go up. Maybe it&#39;s for a steady stream of passive income from a growing dividend. Or for an exciting new product or service, to invest in a new market, sector, or geography.</p><p>The point is that it&#39;s not a good enough reason to buy a stock simply because you hope it can get back to an all-time high. Many of the all-time highs over the last couple of years were achieved under conditions that included a unique blend of low interest rates, speculation, and a booming economy. Ultimately, a company derives its worth from what it owns and the future cash flows it will produce. Doing your own research and developing your own reasons for buying a stock independent of prior price action can help you avoid a big mistake.</p><h2>Use this earnings season to your advantage</h2><p>Understanding the advantages and disadvantages of an earnings report and its effects on a stock&#39;s price stock can help you navigate volatility and stay level-headed.</p><p>Wall Street&#39;s reaction to a good or bad earnings report often has more to do with the short-term results and less to do with the multi-year investment thesis.</p><p>However, it&#39;s important to remember that the investment thesis can change due to deteriorating fundamentals. Tuning into earnings reports is a great way to make sure the company is on track to hit its goals.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Big Mistakes to Avoid This Earnings Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Big Mistakes to Avoid This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/31/3-big-mistakes-to-avoid-this-earnings-season/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is underway as investors digest quarterly reports and analysts adjust their forecasts for the quarters to come.Earnings season is an excellent opportunity for investors to tune in to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/3-big-mistakes-to-avoid-this-earnings-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/10/31/3-big-mistakes-to-avoid-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279898385","content_text":"Earnings season is underway as investors digest quarterly reports and analysts adjust their forecasts for the quarters to come.Earnings season is an excellent opportunity for investors to tune in to management commentary, whether that's through a conference call, webcast, or an earnings call transcript (or all three). But it's also a time of heightened volatility and sharp gyrations in stock prices.With so much noise, it's easy to make mistakes. Here are three big mistakes to avoid this earnings season.Image source: Getty Images.Evaluating earnings without contextAny company can report a bad quarter or two. Taking an earnings report out of context is a big mistake that can lead to missing out on a buying opportunity or selling at a bad time. Sometimes a stock will go down after an earnings report because the company missed expectations even though the numbers themselves are good. Or the quarter was good, but the guidance is poor. And maybe the guidance is poor only relative to the performance so far this year or last year.Taking an earnings report and weaving it into the broader context of the investment thesis ensures that a given 13-week time period isn't exaggerated. For example, Microsoft (MSFT 4.02%) stock has been under pressure since the company's Q3 2022 earnings report, even though the numbers themselves were impressive and the underlying investment thesis and long-term growth prospects remain intact.It's essential to remember that Wall Street can operate on a shorter time horizon, and therefore, is prone to knee-jerk reactions. A hedge fund may lose clients for a bad performance year, or a C-Suite executive may be replaced if the company's stock price fails to meet expectations. As an individual investor, you have the luxury of operating on your own timeline and your own standards. And for that reason, you can take an earnings report and digest it within the context of a multi-year holding period.PanickingPanic buying and panic selling are dangerous temptations. On the upside, investors may have a fear of missing out (FOMO), which can lead to overpaying for stocks. On the downside, day after day of flashing red may lead to selling a position at the wrong time.We can't control our emotions in the moment. But we can make a plan so that when the unexpected happens, we are ready for it. One way to reduce randomness is to dollar-cost average into stocks you like over time. Dollar-cost averaging involves gradually accumulating shares of companies by setting aside a certain amount of investable dollars every period -- such as every two weeks or every month.When stock prices are higher, those dollars won't go as far. But when stocks are on sale, an investor will be able to accumulate more shares for the same amount of money. The advantage of dollar-cost averaging is that it avoids market timing, prevents panicking, and essentially automates the trading side of investing. An investor may not get the best deal all the time. But they'll likely avoid the big mistakes that come with panic buying and selling.Anchoring a stock's price to prior highsSome stocks are down over 90% from all-time highs in the last year or two alone. And many more have suffered losses that are well above the drawdowns in the S&P 500 or Nasdaq Composite. And while many of these stocks could recover from the lows, it would be a mistake to assume that they could return to their all-time highs -- ever. Just because a stock was a specific price at a certain point in time doesn't make that price fair or accurate. Mispriced assets are a common occurrence in the stock market. It cuts both ways, on the upside and the downside.Unlike other asset classes, the stock market is unique because it is highly liquid, and prices are quoted in real-time, five days a week. As an individual investor, you don't have to agree with or even pay attention to the real-time price unless you want to.When you buy a share of a company in the first place, it's best to do it for a specific reason that doesn't just depend on thinking the stock price will go up. Maybe it's for a steady stream of passive income from a growing dividend. Or for an exciting new product or service, to invest in a new market, sector, or geography.The point is that it's not a good enough reason to buy a stock simply because you hope it can get back to an all-time high. Many of the all-time highs over the last couple of years were achieved under conditions that included a unique blend of low interest rates, speculation, and a booming economy. Ultimately, a company derives its worth from what it owns and the future cash flows it will produce. Doing your own research and developing your own reasons for buying a stock independent of prior price action can help you avoid a big mistake.Use this earnings season to your advantageUnderstanding the advantages and disadvantages of an earnings report and its effects on a stock's price stock can help you navigate volatility and stay level-headed.Wall Street's reaction to a good or bad earnings report often has more to do with the short-term results and less to do with the multi-year investment thesis.However, it's important to remember that the investment thesis can change due to deteriorating fundamentals. Tuning into earnings reports is a great way to make sure the company is on track to hit its goals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986496082,"gmtCreate":1667001907846,"gmtModify":1676537846456,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"Sounds good&nbsp;","listText":"Sounds good&nbsp;","text":"Sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986496082","repostId":"2279833325","repostType":2,"repost":{"id":"2279833325","kind":"highlight","pubTimestamp":1667000328,"share":"https://ttm.financial/m/news/2279833325?lang=&edition=fundamental","pubTime":"2022-10-29 07:38","market":"us","language":"en","title":"US STOCKS-Wall Street Surges to Sharply Higher Close Ahead of Fed Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2279833325","media":"Reuters","summary":"A robust, broad-based rally sent Wall Street to a sharply higher close on Friday as encouraging econ","content":"<html><head></head><body><p>A robust, broad-based rally sent Wall Street to a sharply higher close on Friday as encouraging economic data and a sunnier earnings outlook fueled investor risk appetite ahead of next week&#39;s much-anticipated two-day policy meeting of the Federal Reserve.</p><p>All major U.S. indexes ended the session up about 2.5% or more, with the S&amp;P and the Nasdaq notching their second straight weekly gains. The blue-chip Dow posted its fourth consecutive Friday-to-Friday advance and its biggest weekly percentage gain since May.</p><p>&#34;This has been one of the best months (so far) in the history of the Dow, suggesting the bear market likely ended,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;Big monthly moves historically happen at the end of bear markets.&#34;</p><p>&#34;This is the second Friday in a row we’ve seen aggressive buying suggesting investors are growing more comfortable holding over the weekend,&#34; Detrick added.</p><p>A 7.6% rebound in Apple Inc helped soften the blow of the 6.8% plunge for Amazon.com shares, in the wake of the two market leaders&#39; results.</p><p>Solid earnings beats from Chevron, Exxon Mobil and other companies outside the tech and tech-adjacent megacap group have brightened aggregate earnings estimates for the quarter.</p><p>Analysts now see third-quarter S&amp;P 500 earnings growth of 4.1%, up from 2.5% on Thursday, according to Refinitiv data.</p><p>&#34;We’ve seen some high-profile misses from significant large-cap names,&#34; Detrick said. &#34;But under the surface many of the smaller and midsize companies have been quite impressive with their earnings results.&#34;</p><p>On the economics front, the Commerce and Labor Departments released data that showed robust consumer spending and easing wage growth, respectively.</p><p>Financial markets have now priced in an 84.5% likelihood of a fifth consecutive 75 basis point interest rate hike at the conclusion of the Fed&#39;s Nov. 1-2 policy meeting, and a 51.4% chance the central bank will decelerate to 50 basis points in December, according to CME&#39;s FedWatch tool.</p><p>&#34;The door is cracked open on the possibility that we might see a more dovish Fed come December’s policy meeting, whereas a month ago that door was locked and slammed shut,&#34; Detrick added.</p><p>The Dow Jones Industrial Average rose 828.52 points, or 2.59%, to 32,861.8, the S&amp;P 500 gained 93.76 points, or 2.46%, to 3,901.06 and the Nasdaq Composite added 309.78 points, or 2.87%, to 11,102.45.</p><p>Of the 11 major sectors of the S&amp;P 500, all but consumer discretionary stocks, weighed down by Amazon shares, ended the session green. Tech shares enjoyed the largest percentage gain.</p><p>Third-quarter reporting season has passed the halfway point, with 263 of the companies in the S&amp;P 500 having reported. Of those, 73% have beaten consensus expectations, according to Refinitiv.</p><p>Intel Corp jumped 10.7% after cutting its spending forecast, while <a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>&#39;s subscriber forecast hike sent its shares up 7.4%.</p><p>Twitter Inc was delisted from the New York Stock Exchange, closing the book on Tesla Inc chief Elon Musk&#39;s $44 billion purchase of the company.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.87-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 32 new 52-week highs and eight new lows; the Nasdaq Composite recorded 117 new highs and 115 new lows.</p><p>Volume on U.S. exchanges was 11.26 billion shares, compared with the 11.53 billion average over the last 20 trading days. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Surges to Sharply Higher Close Ahead of Fed 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\">\nUS STOCKS-Wall Street Surges to Sharply Higher Close Ahead of Fed Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-surges-202811494.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A robust, broad-based rally sent Wall Street to a sharply higher close on Friday as encouraging economic data and a sunnier earnings outlook fueled investor risk appetite ahead of next week's much-...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-surges-202811494.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-surges-202811494.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279833325","content_text":"A robust, broad-based rally sent Wall Street to a sharply higher close on Friday as encouraging economic data and a sunnier earnings outlook fueled investor risk appetite ahead of next week's much-anticipated two-day policy meeting of the Federal Reserve.All major U.S. indexes ended the session up about 2.5% or more, with the S&P and the Nasdaq notching their second straight weekly gains. The blue-chip Dow posted its fourth consecutive Friday-to-Friday advance and its biggest weekly percentage gain since May.\"This has been one of the best months (so far) in the history of the Dow, suggesting the bear market likely ended,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha. \"Big monthly moves historically happen at the end of bear markets.\"\"This is the second Friday in a row we’ve seen aggressive buying suggesting investors are growing more comfortable holding over the weekend,\" Detrick added.A 7.6% rebound in Apple Inc helped soften the blow of the 6.8% plunge for Amazon.com shares, in the wake of the two market leaders' results.Solid earnings beats from Chevron, Exxon Mobil and other companies outside the tech and tech-adjacent megacap group have brightened aggregate earnings estimates for the quarter.Analysts now see third-quarter S&P 500 earnings growth of 4.1%, up from 2.5% on Thursday, according to Refinitiv data.\"We’ve seen some high-profile misses from significant large-cap names,\" Detrick said. \"But under the surface many of the smaller and midsize companies have been quite impressive with their earnings results.\"On the economics front, the Commerce and Labor Departments released data that showed robust consumer spending and easing wage growth, respectively.Financial markets have now priced in an 84.5% likelihood of a fifth consecutive 75 basis point interest rate hike at the conclusion of the Fed's Nov. 1-2 policy meeting, and a 51.4% chance the central bank will decelerate to 50 basis points in December, according to CME's FedWatch tool.\"The door is cracked open on the possibility that we might see a more dovish Fed come December’s policy meeting, whereas a month ago that door was locked and slammed shut,\" Detrick added.The Dow Jones Industrial Average rose 828.52 points, or 2.59%, to 32,861.8, the S&P 500 gained 93.76 points, or 2.46%, to 3,901.06 and the Nasdaq Composite added 309.78 points, or 2.87%, to 11,102.45.Of the 11 major sectors of the S&P 500, all but consumer discretionary stocks, weighed down by Amazon shares, ended the session green. Tech shares enjoyed the largest percentage gain.Third-quarter reporting season has passed the halfway point, with 263 of the companies in the S&P 500 having reported. Of those, 73% have beaten consensus expectations, according to Refinitiv.Intel Corp jumped 10.7% after cutting its spending forecast, while T-Mobile US Inc's subscriber forecast hike sent its shares up 7.4%.Twitter Inc was delisted from the New York Stock Exchange, closing the book on Tesla Inc chief Elon Musk's $44 billion purchase of the company.Advancing issues outnumbered declining ones on the NYSE by a 2.87-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored advancers.The S&P 500 posted 32 new 52-week highs and eight new lows; the Nasdaq Composite recorded 117 new highs and 115 new lows.Volume on U.S. exchanges was 11.26 billion shares, compared with the 11.53 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927054892,"gmtCreate":1672360357016,"gmtModify":1676538678030,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4127542989705642","idStr":"4127542989705642"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927054892","repostId":"2295194661","repostType":4,"repost":{"id":"2295194661","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":1672355473,"share":"https://ttm.financial/m/news/2295194661?lang=&edition=fundamental","pubTime":"2022-12-30 07:11","market":"us","language":"en","title":"US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2295194661","media":"Reuters","summary":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1","content":"<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin 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\">\nUS STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading\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\">2022-12-30 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</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":"2295194661","content_text":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1.05%, S&P 500 1.75%, Nasdaq 2.59%Dec 29 (Reuters) - Wall Street's main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve's interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.All 11 S&P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.\"It's just relief,\" said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. \"Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.\"Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.The Fed's aggressive interest rate hikes have hammered equities this year, with the benchmark S&P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&P 500 sector indexes.Energy shares have bucked the trend with stellar annual gains of 57%.Wall Street's main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be \"bothered by stock market craziness.\"For 2022, Tesla's 66% slump and Amazon.com's 50% drop played a big part in the S&P 500 consumer discretionary sector's 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}