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2023-03-10

Buy or don't buy

U.S. Payrolls Increased By 311,000 in February, Much Better Than Expected

08-29

Traders fold, investors hold

Nvidia's Guidance Is A Disappointment

09-06

Bout time bodoh

Fed's Williams Says It Is Now Appropriate to Cut Interest Rates

08-30

Just a fart, to let out some steam.

Nvidia Did Not Just Pop The "AI Bubble"

07-03

Say 2000 but sell at 230? She divide by 10 not 10x?

Sorry, the original content has been removed

06-28

Arghhhh panic run away run away

The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?

03-26

First statement sums this guy up.

Sorry, the original content has been removed

2023-06-21

$Tesla Motors(TSLA)$ All the panic selling

2023-06-15

$Tesla Motors(TSLA)$ shoooooo bears

08-20

Pumpy & dumpy

Sorry, the original content has been removed

2023-11-07

Cut price drop, raise price also drop. Smlj

Tesla Stock Drops 1% As EV Giant Will Raise Model Y Prices in China

2023-06-27

$Tesla Motors(TSLA)$ Where are the bulls?

2023-06-08

$Tesla Motors(TSLA)$ Letsssss go

Go to Tiger App to see more news

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20:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation is coming down in a sustainable way towards the Federal Reserve&#39;s 2% target and it is now time to cut interest rates, New York Fed President John Williams said, on Friday.</p><p>With the economy in balance and inflation tracking lower &#34;it is now appropriate to dial down the degree of restrictiveness in the stance of policy by reducing the target range for the federal funds rate,&#34; Williams said, in a speech prepared for delivery to the Council on Foreign Relations.</p><p>Williams prepared remarks came before the Labor Department released the August jobs data Friday morning.</p><p>Late last month, Fed Chair Jerome Powell said that &#34;the time has come for policy to adjust.&#34;</p><p>Williams made no mention in his prepared remarks about the potential size of the rate cut.</p><p>The Fed has kept its benchmark rate in a range of 5.25%-5.5% for the past year.</p><p>Regarding the future course of easing, Williams said rates can be moved &#34;to a more neutral setting over time&#34; and that the moves would depend on the evolution of the data, the outlook and the risks to the forecast.</p><p>Williams said the process of shrinking the Fed&#39;s balance sheet is going smoothly and there is room for this process to continue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4144":"石油与天然气的储存和运输","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0788109394.HKD":"BGF WORLD ENERGY \"A2\" (HKDHGD) ACC","BK4585":"ETF&股票定投概念","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","BK4588":"碎股",".DJI":"道琼斯","LU0122376428.USD":"贝莱德世界能源基金A2",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465541691","content_text":"Inflation is coming down in a sustainable way towards the Federal Reserve's 2% target and it is now time to cut interest rates, New York Fed President John Williams said, on Friday.With the economy in balance and inflation tracking lower \"it is now appropriate to dial down the degree of restrictiveness in the stance of policy by reducing the target range for the federal funds rate,\" Williams said, in a speech prepared for delivery to the Council on Foreign Relations.Williams prepared remarks came before the Labor Department released the August jobs data Friday morning.Late last month, Fed Chair Jerome Powell said that \"the time has come for policy to adjust.\"Williams made no mention in his prepared remarks about the potential size of the rate cut.The Fed has kept its benchmark rate in a range of 5.25%-5.5% for the past year.Regarding the future course of easing, Williams said rates can be moved \"to a more neutral setting over time\" and that the moves would depend on the evolution of the data, the outlook and the risks to the forecast.Williams said the process of shrinking the Fed's balance sheet is going smoothly and there is room for this process to continue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343987913863168,"gmtCreate":1725006054947,"gmtModify":1725006633880,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Just a fart, to let out some steam.&nbsp;","listText":"Just a fart, to let out some 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hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343571565166880","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"hk","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</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>Nvidia's Guidance Is A Disappointment</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's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4549":"软银资本持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","NVDA":"英伟达","BK4548":"巴美列捷福持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4554":"元宇宙及AR概念","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4553":"喜马拉雅资本持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4534":"瑞士信贷持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4524":"宅经济概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4538":"云计算","BK4543":"AI","BK4527":"明星科技股","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340505149628640,"gmtCreate":1724162085473,"gmtModify":1724162089851,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Pumpy &amp; dumpy","listText":"Pumpy &amp; dumpy","text":"Pumpy & dumpy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340505149628640","repostId":"2460050372","repostType":2,"repost":{"id":"2460050372","pubTimestamp":1724112216,"share":"https://ttm.financial/m/news/2460050372?lang=&edition=fundamental","pubTime":"2024-08-20 08:03","market":"us","language":"en","title":"Why AST SpaceMobile Stock up 24% Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2460050372","media":"Motley Fool","summary":"AST SpaceMobile stock has rocketed higher by more than 75% in less than a week. Here's what investors need to know.","content":"<html><head></head><body><ul style=\"\"><li><p>One Wall Street analyst just boosted his firm&#39;s price target on AST SpaceMobile stock by 33%.</p></li><li><p>The company has started a lottery for retail shareholders to attend its critical upcoming launch event.</p></li><li><p>Investors should be wary that the stock gains are already built in for a successful satellite launch.</p></li></ul><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a>  stock has continued to soar since it announced its latest business update and second-quarter results last week. The march higher began after the company reaffirmed that plans for its most critical satellite launch ever are on track.</p><p>On Friday, <strong>Bank of Nova Scotia</strong>, or Scotiabank, analyst Andres Coello raised his firm&#39;s price target on the space communications company by a whopping 33% to $28 per share. Coello maintained the equivalent of a buy rating, even though AST shares closed Friday at $31. The rise in AST shares continued today, with the stock higher by 24.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/297bf348845a09e0b3532470a50e6b9a\" tg-width=\"414\" tg-height=\"386\"/></p><h2 id=\"id_2817152744\">Satellite launch lottery</h2><p>But Coello&#39;s price target increase isn&#39;t the real reason AST shares have been going parabolic recently. It&#39;s the excitement investors are feeling for the company&#39;s upcoming launch of its first commercial satellites. AST has also heightened that excitement with an offer for retail shareholders to potentially attend the five-satellite BlueBird launch next month.</p><p>The launch is a critical step for the company as it seeks to deploy the five satellites in low-earth orbit to enhance space-based cellular broadband connectivity.</p><p>AST SpaceMobile president Scott Wisniewski stated, &#34;As we transition toward the anticipated launch, we want to include as many of our shareholders as we can who have supported us along the way in our journey.&#34;</p><p>AST counts several global communications firms as both financial backers and customers. A successful launch should accelerate subscriber growth using AST&#39;s satellites, according to the Scotiabank analyst. That could result in an increase in average revenue per user (ARPU), and interest from more mobile network operators.</p><p>AST&#39;s BlueBird satellites have already moved to the launch facility in Cape Canaveral, Florida. The launch window is expected to start on Sept. 11. Investors are driving up shares as they buy into the excitement generated by the company. But that should also bring a note of caution. It&#39;s possible that the launch has become a &#34;sell the news&#34; event with the stock gains already priced in.</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>Why AST SpaceMobile Stock up 24% Today</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 AST SpaceMobile Stock up 24% Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/08/19/why-ast-spacemobile-stock-shot-higher-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One Wall Street analyst just boosted his firm's price target on AST SpaceMobile stock by 33%.The company has started a lottery for retail shareholders to attend its critical upcoming launch event....</p>\n\n<a href=\"https://www.fool.com/investing/2024/08/19/why-ast-spacemobile-stock-shot-higher-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASTS":"AST SpaceMobile, Inc."},"source_url":"https://www.fool.com/investing/2024/08/19/why-ast-spacemobile-stock-shot-higher-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460050372","content_text":"One Wall Street analyst just boosted his firm's price target on AST SpaceMobile stock by 33%.The company has started a lottery for retail shareholders to attend its critical upcoming launch event.Investors should be wary that the stock gains are already built in for a successful satellite launch. AST SpaceMobile, Inc.  stock has continued to soar since it announced its latest business update and second-quarter results last week. The march higher began after the company reaffirmed that plans for its most critical satellite launch ever are on track.On Friday, Bank of Nova Scotia, or Scotiabank, analyst Andres Coello raised his firm's price target on the space communications company by a whopping 33% to $28 per share. Coello maintained the equivalent of a buy rating, even though AST shares closed Friday at $31. The rise in AST shares continued today, with the stock higher by 24.4%.Satellite launch lotteryBut Coello's price target increase isn't the real reason AST shares have been going parabolic recently. It's the excitement investors are feeling for the company's upcoming launch of its first commercial satellites. AST has also heightened that excitement with an offer for retail shareholders to potentially attend the five-satellite BlueBird launch next month.The launch is a critical step for the company as it seeks to deploy the five satellites in low-earth orbit to enhance space-based cellular broadband connectivity.AST SpaceMobile president Scott Wisniewski stated, \"As we transition toward the anticipated launch, we want to include as many of our shareholders as we can who have supported us along the way in our journey.\"AST counts several global communications firms as both financial backers and customers. A successful launch should accelerate subscriber growth using AST's satellites, according to the Scotiabank analyst. That could result in an increase in average revenue per user (ARPU), and interest from more mobile network operators.AST's BlueBird satellites have already moved to the launch facility in Cape Canaveral, Florida. The launch window is expected to start on Sept. 11. Investors are driving up shares as they buy into the excitement generated by the company. But that should also bring a note of caution. It's possible that the launch has become a \"sell the news\" event with the stock gains already priced in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323471355514896,"gmtCreate":1719986034651,"gmtModify":1719986038380,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Say 2000 but sell at 230? She divide by 10 not 10x?&nbsp;","listText":"Say 2000 but sell at 230? She divide by 10 not 10x?&nbsp;","text":"Say 2000 but sell at 230? She divide by 10 not 10x?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323471355514896","repostId":"1132547086","repostType":2,"repost":{"id":"1132547086","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":1719984946,"share":"https://ttm.financial/m/news/1132547086?lang=&edition=fundamental","pubTime":"2024-07-03 13:35","market":"us","language":"en","title":"Cathie Wood's Ark Sells Tesla Shares Worth $14.5M Amid Rally Driven By Q2 Delivery Numbers, Picks Up Palantir Shares Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1132547086","media":"Benzinga","summary":"On Tuesday, Cathie Wood-led Ark Invest made significant adjustments to its portfolio, offloading a substantial number of shares in $Tesla Inc(TSLA)$ and scooping up a hefty stake in $Palantir Technolo","content":"<html><head></head><body><p>On Tuesday, Cathie Wood-led Ark Invest made significant adjustments to its portfolio, offloading a substantial number of shares in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> and scooping up a hefty stake in <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a>.</p><p style=\"text-align: start;\"><strong>The Tesla Trade</strong></p><p style=\"text-align: start;\">Ark Invest reduced its stake in Tesla across two of its ETFs — ARK Innovation ETF and ARK Next Generation Internet ETF. The firm sold 56,425 and 6,442 shares respectively, the transaction was valued at $14.54 million. On Tuesday, Tesla shares closed 10.2% higher at $231.26, driven higher by thesecond-quarter delivery reportof the company. The numbers came ahead of the consensus estimate.</p><p style=\"text-align: start;\">This move comes despite Wood’s previous statements, where she referred to the Elon Musk-led automaker as the “biggest AI project” in the world and predicted the stock to reach $2,000 per share in the coming years.</p><p style=\"text-align: start;\">As recently as June, Ark Invest set a new price target for Tesla at $2,600 for 2029, heavily revolving around the company’s autonomous vehicle ambitions.</p><p><strong>The Palantir Trade</strong></p><p style=\"text-align: start;\">On the same day, Ark Invest, through its <strong>ARK Autonomous Technology &amp; Robotics ETF</strong>, purchased 37,053 shares of Palantir worth $957,078.</p><p style=\"text-align: start;\">This investment comes as the AI sector gains momentum, with Palantir being described as the “Messi of AI,” and “probably the most underestimated AI play, maybe tech play, in the market today” by <strong>Dan Ives</strong>, the managing director at Wedbush.</p><p style=\"text-align: start;\">Notably, Ark Invest picked up Palantir shares worth $5.16 million just a day earlier.</p><p style=\"text-align: start;\"><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p>Ark Invest sold shares of <a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc</a> from its ARKF ETF.</p></li><li><p>The firm also sold shares of <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> from its ARKG ETF.</p></li><li><p>Ark Invest bought shares of <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals Inc</a> and shares of <a href=\"https://laohu8.com/S/NTLA\">Intellia Therapeutics Inc</a> for its ARKG ETF.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Sells Tesla Shares Worth $14.5M Amid Rally Driven By Q2 Delivery Numbers, Picks Up Palantir Shares 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Sells Tesla Shares Worth $14.5M Amid Rally Driven By Q2 Delivery Numbers, Picks Up Palantir Shares Again\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\">2024-07-03 13:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Tuesday, Cathie Wood-led Ark Invest made significant adjustments to its portfolio, offloading a substantial number of shares in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> and scooping up a hefty stake in <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a>.</p><p style=\"text-align: start;\"><strong>The Tesla Trade</strong></p><p style=\"text-align: start;\">Ark Invest reduced its stake in Tesla across two of its ETFs — ARK Innovation ETF and ARK Next Generation Internet ETF. The firm sold 56,425 and 6,442 shares respectively, the transaction was valued at $14.54 million. On Tuesday, Tesla shares closed 10.2% higher at $231.26, driven higher by thesecond-quarter delivery reportof the company. The numbers came ahead of the consensus estimate.</p><p style=\"text-align: start;\">This move comes despite Wood’s previous statements, where she referred to the Elon Musk-led automaker as the “biggest AI project” in the world and predicted the stock to reach $2,000 per share in the coming years.</p><p style=\"text-align: start;\">As recently as June, Ark Invest set a new price target for Tesla at $2,600 for 2029, heavily revolving around the company’s autonomous vehicle ambitions.</p><p><strong>The Palantir Trade</strong></p><p style=\"text-align: start;\">On the same day, Ark Invest, through its <strong>ARK Autonomous Technology &amp; Robotics ETF</strong>, purchased 37,053 shares of Palantir worth $957,078.</p><p style=\"text-align: start;\">This investment comes as the AI sector gains momentum, with Palantir being described as the “Messi of AI,” and “probably the most underestimated AI play, maybe tech play, in the market today” by <strong>Dan Ives</strong>, the managing director at Wedbush.</p><p style=\"text-align: start;\">Notably, Ark Invest picked up Palantir shares worth $5.16 million just a day earlier.</p><p style=\"text-align: start;\"><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p>Ark Invest sold shares of <a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc</a> from its ARKF ETF.</p></li><li><p>The firm also sold shares of <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> from its ARKG ETF.</p></li><li><p>Ark Invest bought shares of <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals Inc</a> and shares of <a href=\"https://laohu8.com/S/NTLA\">Intellia Therapeutics Inc</a> for its ARKG ETF.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132547086","content_text":"On Tuesday, Cathie Wood-led Ark Invest made significant adjustments to its portfolio, offloading a substantial number of shares in Tesla Inc and scooping up a hefty stake in Palantir Technologies Inc.The Tesla TradeArk Invest reduced its stake in Tesla across two of its ETFs — ARK Innovation ETF and ARK Next Generation Internet ETF. The firm sold 56,425 and 6,442 shares respectively, the transaction was valued at $14.54 million. On Tuesday, Tesla shares closed 10.2% higher at $231.26, driven higher by thesecond-quarter delivery reportof the company. The numbers came ahead of the consensus estimate.This move comes despite Wood’s previous statements, where she referred to the Elon Musk-led automaker as the “biggest AI project” in the world and predicted the stock to reach $2,000 per share in the coming years.As recently as June, Ark Invest set a new price target for Tesla at $2,600 for 2029, heavily revolving around the company’s autonomous vehicle ambitions.The Palantir TradeOn the same day, Ark Invest, through its ARK Autonomous Technology & Robotics ETF, purchased 37,053 shares of Palantir worth $957,078.This investment comes as the AI sector gains momentum, with Palantir being described as the “Messi of AI,” and “probably the most underestimated AI play, maybe tech play, in the market today” by Dan Ives, the managing director at Wedbush.Notably, Ark Invest picked up Palantir shares worth $5.16 million just a day earlier.Other Key Trades:Ark Invest sold shares of Teladoc Health Inc from its ARKF ETF.The firm also sold shares of Twist Bioscience Corp from its ARKG ETF.Ark Invest bought shares of Recursion Pharmaceuticals Inc and shares of Intellia Therapeutics Inc for its ARKG ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321653922127960,"gmtCreate":1719559024429,"gmtModify":1719559027999,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Arghhhh panic run away run away","listText":"Arghhhh panic run away run away","text":"Arghhhh panic run away run away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321653922127960","repostId":"2446128550","repostType":2,"repost":{"id":"2446128550","pubTimestamp":1719551938,"share":"https://ttm.financial/m/news/2446128550?lang=&edition=fundamental","pubTime":"2024-06-28 13:18","market":"us","language":"en","title":"The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446128550","media":"Motley Fool","summary":"People sell shares for all kinds of reasons.","content":"<html><head></head><body><ul style=\"\"><li><p>Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?</p></li><li><p>Dell’s infrastructure solutions group has been driving growth by selling AI-optimized servers.</p></li><li><p>An explosion in AI-capable personal computer demand should help Dell’s lagging segment.</p></li></ul><p><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> stock price has soared 80% so far in 2024. Recently, Michael Dell, the firm&#39;s founder and CEO, announced his plans to sell 10 million shares of Dell Technologies stock, worth around $1.3 billion. The sale was to take place around June 6.</p><p>When an executive, especially the founder and CEO, sells so many shares, investors might wonder if they should do the same.</p><h2 id=\"id_289348909\">Why is Michael Dell selling Dell stock?</h2><p>Ten million shares sounds like a lot, but looking at Mr. Dell&#39;s overall position shows that this sale represents a small percentage of his holdings. At the beginning of 2024, he owned 345 million shares of Dell, so the sale would represent less than 3% of his position.</p><p>Investors may view executives who sell stock in their own firm as bearish. However, it can also be simply a way for the executive to diversify their portfolio, and we don&#39;t know why Mr. Dell sold shares. After the sale, he will still own about 47% of the firm&#39;s equity. The size of this investment shows he still believes in the firm.</p><h2 id=\"id_3874434043\">The company&#39;s recent financial results and reasons for optimism</h2><p>Dell&#39;s business has two segments: the infrastructure solutions group (ISG) and the client solutions group (<a href=\"https://laohu8.com/S/CSV.AU\">CSG</a>). The infrastructure group sells hardware and services that support data centers and other IT infrastructure.</p><p>This segment has been the primary driver of growth recently through its sale of artifiical-intelligence-optimized servers. Dell&#39;s shipments of these servers are up 100% over the last year. A 42% increase in overall ISG revenue over the last year has been the primary driver of Dell&#39;s soaring stock price.</p><p>The client solutions group focuses on hardware used by individuals. This includes desktop computers, laptops, monitors, keyboards, and technical support services.</p><p>This segment hasn&#39;t fared as well. Since last year, growth in the CSG segment has been flat. This is a concern because the segment still makes up 50% of the firm&#39;s operating income. Dell can&#39;t simply rely on growth in the ISG segment if it hopes to thrive. The client solutions segment must hold up its end of the bargain. Luckily, there may be help on the way.</p><h2 id=\"id_613215142\">How will Dell grow its lagging CSG segment?</h2><p>Big tech companies want Dell&#39;s AI-optimized solutions for their data centers and IT infrastructure. Small and mid-sized businesses, as well as consumers, will find their own ways to join the AI revolution. One way will be through adopting AI-capable personal computers.</p><p>Over the coming years, experts predict that there will be a &#34;refresh cycle&#34; in personal computers involving a wide adoption of new, superior technologies. A good example of something similar was in the late 2000s when smartphones with touchscreens replaced older cellphones.</p><p>The same kind of switch to AI-capable PCs is in the works and massive growth is predicted over the coming years. Currently, AI-capable PCs account for 18% of global PC shipments. Analysts expect AI-capable PC shipments to grow by 44% annually from 2024 to 2028. In four years, these devices could control 70% of the PC market with over 200 million units sold in 2028.</p><p>This explosion in the AI-capable PC market would come at a fantastic time for Dell&#39;s struggling segment. Dell is already on top of this trend. It has recently announced that new AI-capable PCs will be available in the second half of 2024.</p><p>However, the growth in these devices will eat into sales of Dell&#39;s traditional PCs. The firm will have to gauge demand for AI PCs versus traditional ones and manage production accordingly. This will ensure the move to the new technology is a net gain. Dell&#39;s long history as an industry leader means it is well-positioned to navigate this changing landscape.</p><p>Meanwhile, Dell&#39;s infrastructure solutions group should keep driving growth until AI-capable PCs take off. Then, both segments of the business should deliver solid growth, giving investors confidence in the future of Dell Technologies.</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>The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/27/the-founder-of-dell-is-selling-13-billion-worth-of/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?Dell’s infrastructure solutions group has been driving growth by selling AI-optimized ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/the-founder-of-dell-is-selling-13-billion-worth-of/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","BK4211":"区域性银行"},"source_url":"https://www.fool.com/investing/2024/06/27/the-founder-of-dell-is-selling-13-billion-worth-of/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446128550","content_text":"Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?Dell’s infrastructure solutions group has been driving growth by selling AI-optimized servers.An explosion in AI-capable personal computer demand should help Dell’s lagging segment.Dell Technologies stock price has soared 80% so far in 2024. Recently, Michael Dell, the firm's founder and CEO, announced his plans to sell 10 million shares of Dell Technologies stock, worth around $1.3 billion. The sale was to take place around June 6.When an executive, especially the founder and CEO, sells so many shares, investors might wonder if they should do the same.Why is Michael Dell selling Dell stock?Ten million shares sounds like a lot, but looking at Mr. Dell's overall position shows that this sale represents a small percentage of his holdings. At the beginning of 2024, he owned 345 million shares of Dell, so the sale would represent less than 3% of his position.Investors may view executives who sell stock in their own firm as bearish. However, it can also be simply a way for the executive to diversify their portfolio, and we don't know why Mr. Dell sold shares. After the sale, he will still own about 47% of the firm's equity. The size of this investment shows he still believes in the firm.The company's recent financial results and reasons for optimismDell's business has two segments: the infrastructure solutions group (ISG) and the client solutions group (CSG). The infrastructure group sells hardware and services that support data centers and other IT infrastructure.This segment has been the primary driver of growth recently through its sale of artifiical-intelligence-optimized servers. Dell's shipments of these servers are up 100% over the last year. A 42% increase in overall ISG revenue over the last year has been the primary driver of Dell's soaring stock price.The client solutions group focuses on hardware used by individuals. This includes desktop computers, laptops, monitors, keyboards, and technical support services.This segment hasn't fared as well. Since last year, growth in the CSG segment has been flat. This is a concern because the segment still makes up 50% of the firm's operating income. Dell can't simply rely on growth in the ISG segment if it hopes to thrive. The client solutions segment must hold up its end of the bargain. Luckily, there may be help on the way.How will Dell grow its lagging CSG segment?Big tech companies want Dell's AI-optimized solutions for their data centers and IT infrastructure. Small and mid-sized businesses, as well as consumers, will find their own ways to join the AI revolution. One way will be through adopting AI-capable personal computers.Over the coming years, experts predict that there will be a \"refresh cycle\" in personal computers involving a wide adoption of new, superior technologies. A good example of something similar was in the late 2000s when smartphones with touchscreens replaced older cellphones.The same kind of switch to AI-capable PCs is in the works and massive growth is predicted over the coming years. Currently, AI-capable PCs account for 18% of global PC shipments. Analysts expect AI-capable PC shipments to grow by 44% annually from 2024 to 2028. In four years, these devices could control 70% of the PC market with over 200 million units sold in 2028.This explosion in the AI-capable PC market would come at a fantastic time for Dell's struggling segment. Dell is already on top of this trend. It has recently announced that new AI-capable PCs will be available in the second half of 2024.However, the growth in these devices will eat into sales of Dell's traditional PCs. The firm will have to gauge demand for AI PCs versus traditional ones and manage production accordingly. This will ensure the move to the new technology is a net gain. Dell's long history as an industry leader means it is well-positioned to navigate this changing landscape.Meanwhile, Dell's infrastructure solutions group should keep driving growth until AI-capable PCs take off. Then, both segments of the business should deliver solid growth, giving investors confidence in the future of Dell Technologies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288458020761768,"gmtCreate":1711456967357,"gmtModify":1711456970801,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"First statement sums this guy up.&nbsp;","listText":"First statement sums this guy up.&nbsp;","text":"First statement sums this guy up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288458020761768","repostId":"1177077708","repostType":4,"repost":{"id":"1177077708","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":1711455405,"share":"https://ttm.financial/m/news/1177077708?lang=&edition=fundamental","pubTime":"2024-03-26 20:16","market":"us","language":"en","title":"Bernstein Cuts Tesla Price Target to $120 From $150","url":"https://stock-news.laohu8.com/highlight/detail?id=1177077708","media":"Tiger Newspress","summary":"Longtime Tesla bear Toni Sacconaghi lowered his price target on the EV maker to $120 from $150, citing growing demand constraints. The new forecast implies downside of 30% over the next 12 months.“Quarter to date, Tesla has experienced soft China/Europe demand and constrained US Model 3 production,” the Bernstein analyst wrote, reiterating his underperform rating and lowering his first-quarter and full-year deliveries estimates.“Despite the stock’s underperformance YTD, we struggle to see a cata","content":"<html><head></head><body><p>Longtime Tesla bear Toni Sacconaghi lowered his price target on the EV maker to $120 from $150, citing growing demand constraints. The new forecast implies downside of 30% over the next 12 months.</p><p style=\"text-align: start;\">“Quarter to date, Tesla has experienced soft China/Europe demand and constrained US Model 3 production,” the Bernstein analyst wrote, reiterating his underperform rating and lowering his first-quarter and full-year deliveries estimates.</p><p style=\"text-align: start;\">“Despite the stock’s underperformance YTD, we struggle to see a catalyst for TSLA. We expect tepid growth in 2024, as well as 2025, bringing into question the company’s growth narrative,” Sacconaghi wrote.</p><p style=\"text-align: start;\">Tesla has lost 30.5% in 2024, making it the worst-performing S&amp;P 500 stock. To be sure, shares were up more than 3% in the premarket.</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>Bernstein Cuts Tesla Price Target to $120 From $150</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\">\nBernstein Cuts Tesla Price Target to $120 From $150\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-26 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Longtime Tesla bear Toni Sacconaghi lowered his price target on the EV maker to $120 from $150, citing growing demand constraints. The new forecast implies downside of 30% over the next 12 months.</p><p style=\"text-align: start;\">“Quarter to date, Tesla has experienced soft China/Europe demand and constrained US Model 3 production,” the Bernstein analyst wrote, reiterating his underperform rating and lowering his first-quarter and full-year deliveries estimates.</p><p style=\"text-align: start;\">“Despite the stock’s underperformance YTD, we struggle to see a catalyst for TSLA. We expect tepid growth in 2024, as well as 2025, bringing into question the company’s growth narrative,” Sacconaghi wrote.</p><p style=\"text-align: start;\">Tesla has lost 30.5% in 2024, making it the worst-performing S&amp;P 500 stock. To be sure, shares were up more than 3% in the premarket.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177077708","content_text":"Longtime Tesla bear Toni Sacconaghi lowered his price target on the EV maker to $120 from $150, citing growing demand constraints. The new forecast implies downside of 30% over the next 12 months.“Quarter to date, Tesla has experienced soft China/Europe demand and constrained US Model 3 production,” the Bernstein analyst wrote, reiterating his underperform rating and lowering his first-quarter and full-year deliveries estimates.“Despite the stock’s underperformance YTD, we struggle to see a catalyst for TSLA. We expect tepid growth in 2024, as well as 2025, bringing into question the company’s growth narrative,” Sacconaghi wrote.Tesla has lost 30.5% in 2024, making it the worst-performing S&P 500 stock. To be sure, shares were up more than 3% in the premarket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238876949053440,"gmtCreate":1699349145711,"gmtModify":1699350801984,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Cut price drop, raise price also drop. Smlj","listText":"Cut price drop, raise price also drop. Smlj","text":"Cut price drop, raise price also drop. Smlj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238876949053440","repostId":"1145820439","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191640267129032,"gmtCreate":1687795827959,"gmtModify":1687795830671,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Where are the bulls?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Where are the bulls?","text":"$Tesla Motors(TSLA)$ Where are the bulls?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191640267129032","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189769287979272,"gmtCreate":1687356125491,"gmtModify":1687358895278,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>All the panic selling","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>All the panic selling","text":"$Tesla Motors(TSLA)$ All the panic selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189769287979272","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187647074521312,"gmtCreate":1686839897929,"gmtModify":1686840179624,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> shoooooo bears","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> shoooooo bears","text":"$Tesla Motors(TSLA)$ shoooooo bears","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187647074521312","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184804856827936,"gmtCreate":1686157648624,"gmtModify":1686160495594,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Letsssss go","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Letsssss go","text":"$Tesla Motors(TSLA)$ Letsssss go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184804856827936","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949157692,"gmtCreate":1678455251817,"gmtModify":1678457130474,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Buy or don't buy&nbsp;","listText":"Buy or don't buy&nbsp;","text":"Buy or don't buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949157692","repostId":"1183803420","repostType":4,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9949157692,"gmtCreate":1678455251817,"gmtModify":1678457130474,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Buy or don't buy&nbsp;","listText":"Buy or don't buy&nbsp;","text":"Buy or don't buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949157692","repostId":"1183803420","repostType":4,"repost":{"id":"1183803420","pubTimestamp":1678462010,"share":"https://ttm.financial/m/news/1183803420?lang=&edition=fundamental","pubTime":"2023-03-10 23:26","market":"us","language":"en","title":"U.S. Payrolls Increased By 311,000 in February, Much Better Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1183803420","media":"Yahoo Finance","summary":"The February jobs report showed the U.S. labor market continues to outperform expectations with more","content":"<html><head></head><body><p>The February jobs report showed the U.S. labor market continues to outperform expectations with more than 300,000 new jobs created last month in the face of stubborn inflation and aggressive rate hikes from the Federal Reserve.</p><p>The U.S. economy added 311,000 jobs last month, more than expected, while the unemployment rate ticked higher to 3.6% on a rise in labor force participation. Economists had expected to see 225,000 new jobs added to the economy last month with the unemployment rate holding steady at 3.4%, according to data from Bloomberg.</p><p>Here were the key figures investors were looking for in Friday&#39;s report, with results compared January&#39;s figures:</p><ul><li><p><b>Nonfarm payrolls</b>: 311,000 vs. 504,000</p></li><li><p><b>Unemployment rate</b>: 3.6% vs. 3.4%</p></li><li><p><b>Average hourly earnings, month-on-month</b>: 0.2% vs. 0.3%</p></li><li><p><b>Average hourly earnings, year-on-year</b>: 4.6% vs. 4.4%</p></li><li><p><b>Labor force participation rate</b>: 62.5% vs. 62.4%</p></li><li><p><b>Average weekly hours worked</b>: 34.5 vs. 34.6</p></li></ul><p>Friday&#39;s report comes less than two weeks before the Federal Reserve&#39;s next policy meeting, with markets now expecting the central bank will raise interest rates by a more aggressive 0.50%.</p><p>Fed ChairJay Powell told lawmakers this week&#34;the ultimate level of interest rates is likely to be higher than previously anticipated.&#34;</p><p>Data from the CME Group ahead of Friday&#39;s release showed markets pricing in a 60% of a 0.50% rate hike on March 22.</p><p>Ahead of Friday&#39;s report, investors were closely watching for revisions to January&#39;s jobs data, which came in far stronger than forecast but was, in the eyes of some observers, boosted by seasonal factors and warm weather.</p><p>Revisions released Friday showed there were 504,000 jobs created in the first month of the year, a mere 13,000 fewer than previously reported.</p><p>Monthly job gains over the last six months have now averaged 343,000.</p><p>By industry, Friday&#39;s jobs report showed hiring remains particularly robust in the leisure &amp; hospitality sector, as well as retail, health care, and government jobs.</p><p>There were 105,000 new jobs added to the leisure &amp; hospitality industry in February, the most of any industry. These job gains were slightly higher than the 91,000 jobs created in this industry over the last six months, on average. Employment in this sector still remains 2.4% below pre-pandemic levels, the BLS noted in its report.</p><p>Construction employment, which Yahoo Finance&#39;s Jared Blikre flagged as a key area to watch with recession fears swirling, rose by 24,000 last month, in-line with the average monthly gain of 20,000 seen in this industry over the last six months.</p><p>Economists and strategists were also closely watching wages ahead of Friday&#39;s report, with average hourly earnings rising 4.6% over the prior year in February, an increase from the 4.4% jump seen in January but slightly below forecasts for a 4.7% uptick in wages on an annual basis.</p><p>Friday&#39;s report comes less than two weeks before the Federal Reserve&#39;s next policy meeting, with investors bracing for a more aggressive 0.50% rate hike after Fed ChairJay Powell told lawmakers this week&#34;the ultimate level of interest rates is likely to be higher than previously anticipated.&#34;</p><p>Concerns about the banking system given the crisis that has broken out at SVB Financial(SIVB) in the last 48 hours, however, have pushed market pricing back in favor of a more conservative 0.25% rate hike from the Fed later this month, data from the CME Group showed Friday morning.</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Payrolls Increased By 311,000 in February, Much Better Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Payrolls Increased By 311,000 in February, Much Better Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/february-jobs-report-march-10-2023-124602371.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The February jobs report showed the U.S. labor market continues to outperform expectations with more than 300,000 new jobs created last month in the face of stubborn inflation and aggressive rate ...</p>\n\n<a href=\"https://finance.yahoo.com/news/february-jobs-report-march-10-2023-124602371.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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/february-jobs-report-march-10-2023-124602371.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183803420","content_text":"The February jobs report showed the U.S. labor market continues to outperform expectations with more than 300,000 new jobs created last month in the face of stubborn inflation and aggressive rate hikes from the Federal Reserve.The U.S. economy added 311,000 jobs last month, more than expected, while the unemployment rate ticked higher to 3.6% on a rise in labor force participation. Economists had expected to see 225,000 new jobs added to the economy last month with the unemployment rate holding steady at 3.4%, according to data from Bloomberg.Here were the key figures investors were looking for in Friday's report, with results compared January's figures:Nonfarm payrolls: 311,000 vs. 504,000Unemployment rate: 3.6% vs. 3.4%Average hourly earnings, month-on-month: 0.2% vs. 0.3%Average hourly earnings, year-on-year: 4.6% vs. 4.4%Labor force participation rate: 62.5% vs. 62.4%Average weekly hours worked: 34.5 vs. 34.6Friday's report comes less than two weeks before the Federal Reserve's next policy meeting, with markets now expecting the central bank will raise interest rates by a more aggressive 0.50%.Fed ChairJay Powell told lawmakers this week\"the ultimate level of interest rates is likely to be higher than previously anticipated.\"Data from the CME Group ahead of Friday's release showed markets pricing in a 60% of a 0.50% rate hike on March 22.Ahead of Friday's report, investors were closely watching for revisions to January's jobs data, which came in far stronger than forecast but was, in the eyes of some observers, boosted by seasonal factors and warm weather.Revisions released Friday showed there were 504,000 jobs created in the first month of the year, a mere 13,000 fewer than previously reported.Monthly job gains over the last six months have now averaged 343,000.By industry, Friday's jobs report showed hiring remains particularly robust in the leisure & hospitality sector, as well as retail, health care, and government jobs.There were 105,000 new jobs added to the leisure & hospitality industry in February, the most of any industry. These job gains were slightly higher than the 91,000 jobs created in this industry over the last six months, on average. Employment in this sector still remains 2.4% below pre-pandemic levels, the BLS noted in its report.Construction employment, which Yahoo Finance's Jared Blikre flagged as a key area to watch with recession fears swirling, rose by 24,000 last month, in-line with the average monthly gain of 20,000 seen in this industry over the last six months.Economists and strategists were also closely watching wages ahead of Friday's report, with average hourly earnings rising 4.6% over the prior year in February, an increase from the 4.4% jump seen in January but slightly below forecasts for a 4.7% uptick in wages on an annual basis.Friday's report comes less than two weeks before the Federal Reserve's next policy meeting, with investors bracing for a more aggressive 0.50% rate hike after Fed ChairJay Powell told lawmakers this week\"the ultimate level of interest rates is likely to be higher than previously anticipated.\"Concerns about the banking system given the crisis that has broken out at SVB Financial(SIVB) in the last 48 hours, however, have pushed market pricing back in favor of a more conservative 0.25% rate hike from the Fed later this month, data from the CME Group showed Friday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343571565166880,"gmtCreate":1724909277360,"gmtModify":1724909281165,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Traders fold, investors hold&nbsp;","listText":"Traders fold, investors hold&nbsp;","text":"Traders fold, investors hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343571565166880","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"hk","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</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>Nvidia's Guidance Is A Disappointment</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\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4549":"软银资本持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","NVDA":"英伟达","BK4548":"巴美列捷福持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4554":"元宇宙及AR概念","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4553":"喜马拉雅资本持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4534":"瑞士信贷持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4524":"宅经济概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4538":"云计算","BK4543":"AI","BK4527":"明星科技股","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346515497984248,"gmtCreate":1725627839704,"gmtModify":1725631270931,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Bout time bodoh","listText":"Bout time bodoh","text":"Bout time bodoh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346515497984248","repostId":"2465541691","repostType":4,"repost":{"id":"2465541691","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":1725627161,"share":"https://ttm.financial/m/news/2465541691?lang=&edition=fundamental","pubTime":"2024-09-06 20:52","market":"sh","language":"en","title":"Fed's Williams Says It Is Now Appropriate to Cut Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2465541691","media":"Dow Jones","summary":"New York Fed president has confidence inflation is moving down to 2%. Inflation is coming down in a sustainable way towards the Federal Reserve's 2% target and it is now time to cut interest rates, New York Fed President John Williams said, on Friday.With the economy in balance and inflation tracking lower \"it is now appropriate to dial down the degree of restrictiveness in the stance of policy by reducing the target range for the federal funds rate,\" Williams said, in a speech prepared for delivery to the Council on Foreign Relations.Williams prepared remarks came before the Labor Department released the August jobs data Friday morning.Late last month, Fed Chair Jerome Powell said that \"the time has come for policy to adjust.\". Williams made no mention in his prepared remarks about the potential size of the rate cut.The Fed has kept its benchmark rate in a range of 5.25%-5.5% for the past year.Regarding the future course of easing, Williams said rates can be moved \"to a more neutral s","content":"<html><head></head><body><p>Inflation is coming down in a sustainable way towards the Federal Reserve&#39;s 2% target and it is now time to cut interest rates, New York Fed President John Williams said, on Friday.</p><p>With the economy in balance and inflation tracking lower &#34;it is now appropriate to dial down the degree of restrictiveness in the stance of policy by reducing the target range for the federal funds rate,&#34; Williams said, in a speech prepared for delivery to the Council on Foreign Relations.</p><p>Williams prepared remarks came before the Labor Department released the August jobs data Friday morning.</p><p>Late last month, Fed Chair Jerome Powell said that &#34;the time has come for policy to adjust.&#34;</p><p>Williams made no mention in his prepared remarks about the potential size of the rate cut.</p><p>The Fed has kept its benchmark rate in a range of 5.25%-5.5% for the past year.</p><p>Regarding the future course of easing, Williams said rates can be moved &#34;to a more neutral setting over time&#34; and that the moves would depend on the evolution of the data, the outlook and the risks to the forecast.</p><p>Williams said the process of shrinking the Fed&#39;s balance sheet is going smoothly and there is room for this process to continue.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Williams Says It Is Now Appropriate to Cut Interest Rates</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; 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{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's Williams Says It Is Now Appropriate to Cut Interest Rates\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\">2024-09-06 20:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation is coming down in a sustainable way towards the Federal Reserve&#39;s 2% target and it is now time to cut interest rates, New York Fed President John Williams said, on Friday.</p><p>With the economy in balance and inflation tracking lower &#34;it is now appropriate to dial down the degree of restrictiveness in the stance of policy by reducing the target range for the federal funds rate,&#34; Williams said, in a speech prepared for delivery to the Council on Foreign Relations.</p><p>Williams prepared remarks came before the Labor Department released the August jobs data Friday morning.</p><p>Late last month, Fed Chair Jerome Powell said that &#34;the time has come for policy to adjust.&#34;</p><p>Williams made no mention in his prepared remarks about the potential size of the rate cut.</p><p>The Fed has kept its benchmark rate in a range of 5.25%-5.5% for the past year.</p><p>Regarding the future course of easing, Williams said rates can be moved &#34;to a more neutral setting over time&#34; and that the moves would depend on the evolution of the data, the outlook and the risks to the forecast.</p><p>Williams said the process of shrinking the Fed&#39;s balance sheet is going smoothly and there is room for this process to continue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4144":"石油与天然气的储存和运输","IE00BBT3K403.USD":"LEGG MASON 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Plus"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465541691","content_text":"Inflation is coming down in a sustainable way towards the Federal Reserve's 2% target and it is now time to cut interest rates, New York Fed President John Williams said, on Friday.With the economy in balance and inflation tracking lower \"it is now appropriate to dial down the degree of restrictiveness in the stance of policy by reducing the target range for the federal funds rate,\" Williams said, in a speech prepared for delivery to the Council on Foreign Relations.Williams prepared remarks came before the Labor Department released the August jobs data Friday morning.Late last month, Fed Chair Jerome Powell said that \"the time has come for policy to adjust.\"Williams made no mention in his prepared remarks about the potential size of the rate cut.The Fed has kept its benchmark rate in a range of 5.25%-5.5% for the past year.Regarding the future course of easing, Williams said rates can be moved \"to a more neutral setting over time\" and that the moves would depend on the evolution of the data, the outlook and the risks to the forecast.Williams said the process of shrinking the Fed's balance sheet is going smoothly and there is room for this process to continue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343987913863168,"gmtCreate":1725006054947,"gmtModify":1725006633880,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Just a fart, to let out some steam.&nbsp;","listText":"Just a fart, to let out some steam.&nbsp;","text":"Just a fart, to let out some steam.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343987913863168","repostId":"2463268257","repostType":2,"repost":{"id":"2463268257","pubTimestamp":1725012177,"share":"https://ttm.financial/m/news/2463268257?lang=&edition=fundamental","pubTime":"2024-08-30 18:02","market":"nz","language":"en","title":"Nvidia Did Not Just Pop The \"AI Bubble\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2463268257","media":"seekingalpha","summary":"Nvidia Corporation's stock declined by 12% from its recent high, despite beating EPS and revenue estimates, raising questions about the AI bubble and future market trends.Nvidia's technical correction and rebound suggest a buy-in zone around $115-110, with potential for future growth driven by AI market dominance.Nvidia's solid earnings and guidance, including a $50B buyback, indicate strong future sales and profitability potential, despite market expectations for higher sales.Nvidia's long-term growth prospects, robust EPS outperformance, and relatively inexpensive valuation make it a solid buy-and-hold investment, despite the risks.   Vertigo3d/E+ via Getty Images I recently discussed Nvidia Corporation  in a pre-earnings article. While we witnessed a solid melt-up into earnings, Nvidia's stock got hammered after the Q2 report. It dropped to a low of about $115 in after-hours trading, illustrating a 12% pullback from its recent high above $130. What's perplexing is that Nvidia's stoc","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock declined by 12% from its recent high, despite beating EPS and revenue estimates, raising questions about the AI bubble and future market trends.</p></li><li><p>Nvidia&#39;s technical correction and rebound suggest a buy-in zone around $115-110, with potential for future growth driven by AI market dominance.</p></li><li><p>Nvidia&#39;s solid earnings and guidance, including a $50B buyback, indicate strong future sales and profitability potential, despite market expectations for higher sales.</p></li><li><p>Nvidia&#39;s long-term growth prospects, robust EPS outperformance, and relatively inexpensive valuation make it a solid buy-and-hold investment, despite the risks.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e2407cd6aa0db3ab02e39f400f5025b\" title=\"\" tg-width=\"750\" tg-height=\"422\"/></p><p>Vertigo3d/E+ via Getty Images</p><p></p><p>I recently discussed <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) in a pre-earnings article. While we witnessed a solid melt-up into earnings, Nvidia&#39;s stock got hammered after the Q2 report. It dropped to a low of about $115 in after-hours trading, illustrating a 12% pullback from its recent high above $130. What&#39;s perplexing is that Nvidia&#39;s stock dropped after the company posted higher-than-expected revenues and better-than-anticipated EPS and offered more robust than-expected guidance.</p><p>The market&#39;s expectations have grown sky-high for Nvidia and other leading AI stocks. Now, despite an excellent earnings report, Nvidia is selling off, which brings up the million-dollar question: Is the AI bubble popping? Another crucial question is what will likely occur next to Nvidia and the market in general. Will we see new all-time highs this year and in 2025? Or will Nvidia likely lead tech stocks and markets in general lower? The bull vs. bear debate lives on.</p><h2 id=\"id_3526441658\">Nvidia&#39;s Technical Image (4-hour chart)</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ebc0cb4869bc9f526d7408825d638e5\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p>NVDA (thinkorswim )</p><p></p><p>Nvidia recently experienced a considerable correction process. Its stock declined by approximately 36% after topping out at around $141. The rebound has been equally ferocious, as Nvidia&#39;s stock rebounded by a staggering 45% in only two weeks. While technically, Nvidia&#39;s stock didn&#39;t become highly overbought, these were stellar gains in a short time frame, and some profit-taking (“selling the news”) seems appropriate here. We may see a classic 50% retracement, putting the buy-in zone at around $115-110 for Nvidia.</p><h2 id=\"id_874699661\">The Market Sold Nvidia&#39;s Earnings News</h2><p>Nvidia produced one of the most explosive earnings reports in history again. It earned Non-GAAP EPS of $0.68 in Q2, a four-cent beat. Its revenues came in at $30.04B, beating the consensus estimate by $1.31B, a 122% YoY increase. Nvidia also produced record Data Center revenue of $26.3B, up 16% sequentially and 154% YoY. Nvidia&#39;s board also approved a $50B buyback program as the company generates enormous cash flow.</p><p><strong>The Takeaway — </strong>While Nvidia produced over $30B in revenues, the market wanted more. The market likely would have reacted better to a $30.5-31B revenue number, as it would have illustrated more of a blowout, consistent with previous results. This time, it&#39;s a solid beat but suggestive of a sales growth slowdown, which is normal.</p><p><strong>Excellent Guidance — </strong>Despite not hitting a grand slam, Nvidia&#39;s outlook was solid. For Q3, Nvidia expects revenues of $32.5B, vs. the consensus estimate of $31.75B. Again, the market would have liked to see guidance around $33B+, yet $32.5B is a good mark. Moreover, Nvidia may be sandbagging its guidance so that it easily beats during its next earnings announcement. Therefore, Nvidia may deliver $33-34B in sales when it reports on 11/27/2024. For the full year, gross margins are expected to remain around the mid-70%.</p><h2 id=\"id_697335198\">An Objective Look At Nvidia&#39;s AI Market</h2><p>Nvidia continues dominating the data center GPU market with about a 98% share in 2023. Moreover, Nvidia remains well ahead of its competition in many respects and should remain the leading force in this space in future years, which is the most lucrative hyper-growth and scale period for the AI space. Estimates suggest that data center investment could hit $1T annually, which could happen relatively soon, in 2027.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0bb90bff8d929fe4a0ec4edebe2755\" title=\"\" tg-width=\"640\" tg-height=\"370\"/></p><p>AI market projections (precedenceresearch.com)</p><p></p><p>Considering Nvidia&#39;s dominant market-leading position, Nvidia could continue expanding sales and increasing profitability for many years as we advance. Furthermore, the global AI market will likely continue growing, potentially reaching epic proportions ($2-3T in 2030-2035).</p><p>Despite all the bubble talk, AI could be everywhere in several years, much like the internet is everywhere today. AI requires massive power, and the most significant power source for the AI industry is Nvidia. It is the number one “picks and shovels” company, likely to continue powering the base of the AI industry in future years. Therefore, Nvidia will likely continue benefiting from the AI boom, maintaining sales growth and increasing profitability in the coming years.</p><h2 id=\"id_3227995066\">Nvidia — Preparing For More Growth</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d51923cf8d467c56cdf4d1eebc2ce46\" title=\"\" tg-width=\"640\" tg-height=\"395\"/></p><p>EPS vs. estimates (seekingalpha.com )</p><p></p><p>Nvidia is still in its rapidly advancing growth phase, and the constructive conditions should persist. Furthermore, while there is concern regarding future margin pressure, current market conditions and Nvidia&#39;s leading position suggest gross margins can remain around 70-75%, potentially for years. This dynamic should enable Nvidia to maintain a solid operating and net income margin of around 50-60%.</p><p>Moreover, Nvidia has a robust history of beating estimates. For at least five years, it has surpassed revenue estimates in every one of its last quarters. Furthermore, it missed EPS only once during the last twenty quarters, and the constructive EPS and sales growth trend should persist.</p><p>TTM consensus estimates were for $2 in EPS. However, Nvidia reported $2.21, illustrating a 10% outperformance rate. Moreover, Nvidia has solid momentum, and the robust EPS outperformance could continue. While next year&#39;s consensus EPS estimate is $3.84, it&#39;s in a broad range ($2.84-5.50).</p><p>This dynamic illustrates that the analyst community is split regarding Nvidia&#39;s earnings potential next year. Nonetheless, Nvidia could earn substantially more in EPS than the market currently has priced in.</p><p>Given that Nvidia&#39;s stock price is around $120, if it earns $4.50-5 in EPS next year, its stock is only trading around 27 to 24 times forward earnings estimates here. This valuation is relatively inexpensive for Nvidia, given its long-term growth prospects and substantial earnings growth potential in the years ahead.</p><p><strong>Where Nvidia&#39;s stock could go in the future:</strong></p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year (fiscal)</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td><td style=\"text-align:left;\"><p><strong>2030</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$125</p></td><td style=\"text-align:left;\"><p>$175</p></td><td style=\"text-align:left;\"><p>$210</p></td><td style=\"text-align:left;\"><p>$250</p></td><td style=\"text-align:left;\"><p>$295</p></td><td style=\"text-align:left;\"><p>$345</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>105%</p></td><td style=\"text-align:left;\"><p>40%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>19%</p></td><td style=\"text-align:left;\"><p>18%</p></td><td style=\"text-align:left;\"><p>17%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$3</p></td><td style=\"text-align:left;\"><p>$4.50</p></td><td style=\"text-align:left;\"><p>$5.40</p></td><td style=\"text-align:left;\"><p>$6.50</p></td><td style=\"text-align:left;\"><p>$7.70</p></td><td style=\"text-align:left;\"><p>$9.10</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>130%</p></td><td style=\"text-align:left;\"><p>50%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>19%</p></td><td style=\"text-align:left;\"><p>18%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>32</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>35</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>33</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$144</p></td><td style=\"text-align:left;\"><p>$178</p></td><td style=\"text-align:left;\"><p>$222</p></td><td style=\"text-align:left;\"><p>$270</p></td><td style=\"text-align:left;\"><p>$308</p></td><td style=\"text-align:left;\"><p>$342</p></td></tr></tbody></table><p><em>Source: The Financial Prophet.</em></p><p>Nvidia&#39;s sales have skyrocketed this year, and we should see another high-growth year of 35-50% sales growth in fiscal 2026. Of course, sales growth will decline, but we could see robust revenue growth of 15-30% in future years. The 20-17% growth rate expected in the 2027-2030 period may be higher, around 20-30% in a more bullish case scenario.</p><p>Furthermore, I am using relatively modest EPS growth, factoring in a relatively inexpensive P/E multiple of 32-35 in future years. In a more bullish scenario, multiple expansion could lead to a higher forward P/E ratio, potentially reaching the 40-50 range.</p><p>Despite the relatively modest projections, Nvidia&#39;s steady sales growth and increased profitability could propel its stock much higher in the coming years, making it a solid buy-and-hold investment as we advance.</p><h2 id=\"id_2897927305\">Nvidia Risks</h2><p>Nvidia&#39;s most significant risk remains disappointing the market and having the sentiment flip to a negative trend. Therefore, Nvidia must walk a tightrope relative to keeping up with sales growth and profitability expectations. Nvidia is technically a hardware company and needs to maintain high margins (70-75% gross margin) in future quarters. Therefore, it must retain pricing power and stay ahead of the competition.</p><p>Increasing competition from Advanced Micro Devices (AMD) and other competitors could cause Nvidia&#39;s dominance to decline, leading to lower margins and worsening profitability metrics. Investors should consider these and other risks before investing in Nvidia.</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>Nvidia Did Not Just Pop The \"AI Bubble\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Did Not Just Pop The \"AI Bubble\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 18:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717899-nvidia-did-not-just-pop-the-ai-bubble><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock declined by 12% from its recent high, despite beating EPS and revenue estimates, raising questions about the AI bubble and future market trends.Nvidia's technical correction...</p>\n\n<a href=\"https://seekingalpha.com/article/4717899-nvidia-did-not-just-pop-the-ai-bubble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4592":"伊斯兰概念","BK4567":"ESG概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4566":"资本集团","BK4575":"芯片概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4588":"碎股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4573":"虚拟现实","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://seekingalpha.com/article/4717899-nvidia-did-not-just-pop-the-ai-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463268257","content_text":"Nvidia Corporation's stock declined by 12% from its recent high, despite beating EPS and revenue estimates, raising questions about the AI bubble and future market trends.Nvidia's technical correction and rebound suggest a buy-in zone around $115-110, with potential for future growth driven by AI market dominance.Nvidia's solid earnings and guidance, including a $50B buyback, indicate strong future sales and profitability potential, despite market expectations for higher sales.Nvidia's long-term growth prospects, robust EPS outperformance, and relatively inexpensive valuation make it a solid buy-and-hold investment, despite the risks.Vertigo3d/E+ via Getty ImagesI recently discussed Nvidia Corporation (NASDAQ:NVDA) in a pre-earnings article. While we witnessed a solid melt-up into earnings, Nvidia's stock got hammered after the Q2 report. It dropped to a low of about $115 in after-hours trading, illustrating a 12% pullback from its recent high above $130. What's perplexing is that Nvidia's stock dropped after the company posted higher-than-expected revenues and better-than-anticipated EPS and offered more robust than-expected guidance.The market's expectations have grown sky-high for Nvidia and other leading AI stocks. Now, despite an excellent earnings report, Nvidia is selling off, which brings up the million-dollar question: Is the AI bubble popping? Another crucial question is what will likely occur next to Nvidia and the market in general. Will we see new all-time highs this year and in 2025? Or will Nvidia likely lead tech stocks and markets in general lower? The bull vs. bear debate lives on.Nvidia's Technical Image (4-hour chart)NVDA (thinkorswim )Nvidia recently experienced a considerable correction process. Its stock declined by approximately 36% after topping out at around $141. The rebound has been equally ferocious, as Nvidia's stock rebounded by a staggering 45% in only two weeks. While technically, Nvidia's stock didn't become highly overbought, these were stellar gains in a short time frame, and some profit-taking (“selling the news”) seems appropriate here. We may see a classic 50% retracement, putting the buy-in zone at around $115-110 for Nvidia.The Market Sold Nvidia's Earnings NewsNvidia produced one of the most explosive earnings reports in history again. It earned Non-GAAP EPS of $0.68 in Q2, a four-cent beat. Its revenues came in at $30.04B, beating the consensus estimate by $1.31B, a 122% YoY increase. Nvidia also produced record Data Center revenue of $26.3B, up 16% sequentially and 154% YoY. Nvidia's board also approved a $50B buyback program as the company generates enormous cash flow.The Takeaway — While Nvidia produced over $30B in revenues, the market wanted more. The market likely would have reacted better to a $30.5-31B revenue number, as it would have illustrated more of a blowout, consistent with previous results. This time, it's a solid beat but suggestive of a sales growth slowdown, which is normal.Excellent Guidance — Despite not hitting a grand slam, Nvidia's outlook was solid. For Q3, Nvidia expects revenues of $32.5B, vs. the consensus estimate of $31.75B. Again, the market would have liked to see guidance around $33B+, yet $32.5B is a good mark. Moreover, Nvidia may be sandbagging its guidance so that it easily beats during its next earnings announcement. Therefore, Nvidia may deliver $33-34B in sales when it reports on 11/27/2024. For the full year, gross margins are expected to remain around the mid-70%.An Objective Look At Nvidia's AI MarketNvidia continues dominating the data center GPU market with about a 98% share in 2023. Moreover, Nvidia remains well ahead of its competition in many respects and should remain the leading force in this space in future years, which is the most lucrative hyper-growth and scale period for the AI space. Estimates suggest that data center investment could hit $1T annually, which could happen relatively soon, in 2027.AI market projections (precedenceresearch.com)Considering Nvidia's dominant market-leading position, Nvidia could continue expanding sales and increasing profitability for many years as we advance. Furthermore, the global AI market will likely continue growing, potentially reaching epic proportions ($2-3T in 2030-2035).Despite all the bubble talk, AI could be everywhere in several years, much like the internet is everywhere today. AI requires massive power, and the most significant power source for the AI industry is Nvidia. It is the number one “picks and shovels” company, likely to continue powering the base of the AI industry in future years. Therefore, Nvidia will likely continue benefiting from the AI boom, maintaining sales growth and increasing profitability in the coming years.Nvidia — Preparing For More GrowthEPS vs. estimates (seekingalpha.com )Nvidia is still in its rapidly advancing growth phase, and the constructive conditions should persist. Furthermore, while there is concern regarding future margin pressure, current market conditions and Nvidia's leading position suggest gross margins can remain around 70-75%, potentially for years. This dynamic should enable Nvidia to maintain a solid operating and net income margin of around 50-60%.Moreover, Nvidia has a robust history of beating estimates. For at least five years, it has surpassed revenue estimates in every one of its last quarters. Furthermore, it missed EPS only once during the last twenty quarters, and the constructive EPS and sales growth trend should persist.TTM consensus estimates were for $2 in EPS. However, Nvidia reported $2.21, illustrating a 10% outperformance rate. Moreover, Nvidia has solid momentum, and the robust EPS outperformance could continue. While next year's consensus EPS estimate is $3.84, it's in a broad range ($2.84-5.50).This dynamic illustrates that the analyst community is split regarding Nvidia's earnings potential next year. Nonetheless, Nvidia could earn substantially more in EPS than the market currently has priced in.Given that Nvidia's stock price is around $120, if it earns $4.50-5 in EPS next year, its stock is only trading around 27 to 24 times forward earnings estimates here. This valuation is relatively inexpensive for Nvidia, given its long-term growth prospects and substantial earnings growth potential in the years ahead.Where Nvidia's stock could go in the future:Year (fiscal)202520262027202820292030Revenue Bs$125$175$210$250$295$345Revenue growth105%40%20%19%18%17%EPS$3$4.50$5.40$6.50$7.70$9.10EPS growth130%50%20%20%19%18%Forward P/E323334353433Stock price$144$178$222$270$308$342Source: The Financial Prophet.Nvidia's sales have skyrocketed this year, and we should see another high-growth year of 35-50% sales growth in fiscal 2026. Of course, sales growth will decline, but we could see robust revenue growth of 15-30% in future years. The 20-17% growth rate expected in the 2027-2030 period may be higher, around 20-30% in a more bullish case scenario.Furthermore, I am using relatively modest EPS growth, factoring in a relatively inexpensive P/E multiple of 32-35 in future years. In a more bullish scenario, multiple expansion could lead to a higher forward P/E ratio, potentially reaching the 40-50 range.Despite the relatively modest projections, Nvidia's steady sales growth and increased profitability could propel its stock much higher in the coming years, making it a solid buy-and-hold investment as we advance.Nvidia RisksNvidia's most significant risk remains disappointing the market and having the sentiment flip to a negative trend. Therefore, Nvidia must walk a tightrope relative to keeping up with sales growth and profitability expectations. Nvidia is technically a hardware company and needs to maintain high margins (70-75% gross margin) in future quarters. Therefore, it must retain pricing power and stay ahead of the competition.Increasing competition from Advanced Micro Devices (AMD) and other competitors could cause Nvidia's dominance to decline, leading to lower margins and worsening profitability metrics. Investors should consider these and other risks before investing in Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323471355514896,"gmtCreate":1719986034651,"gmtModify":1719986038380,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Say 2000 but sell at 230? She divide by 10 not 10x?&nbsp;","listText":"Say 2000 but sell at 230? She divide by 10 not 10x?&nbsp;","text":"Say 2000 but sell at 230? She divide by 10 not 10x?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323471355514896","repostId":"1132547086","repostType":2,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321653922127960,"gmtCreate":1719559024429,"gmtModify":1719559027999,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Arghhhh panic run away run away","listText":"Arghhhh panic run away run away","text":"Arghhhh panic run away run away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321653922127960","repostId":"2446128550","repostType":2,"repost":{"id":"2446128550","pubTimestamp":1719551938,"share":"https://ttm.financial/m/news/2446128550?lang=&edition=fundamental","pubTime":"2024-06-28 13:18","market":"us","language":"en","title":"The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446128550","media":"Motley Fool","summary":"People sell shares for all kinds of reasons.","content":"<html><head></head><body><ul style=\"\"><li><p>Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?</p></li><li><p>Dell’s infrastructure solutions group has been driving growth by selling AI-optimized servers.</p></li><li><p>An explosion in AI-capable personal computer demand should help Dell’s lagging segment.</p></li></ul><p><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> stock price has soared 80% so far in 2024. Recently, Michael Dell, the firm&#39;s founder and CEO, announced his plans to sell 10 million shares of Dell Technologies stock, worth around $1.3 billion. The sale was to take place around June 6.</p><p>When an executive, especially the founder and CEO, sells so many shares, investors might wonder if they should do the same.</p><h2 id=\"id_289348909\">Why is Michael Dell selling Dell stock?</h2><p>Ten million shares sounds like a lot, but looking at Mr. Dell&#39;s overall position shows that this sale represents a small percentage of his holdings. At the beginning of 2024, he owned 345 million shares of Dell, so the sale would represent less than 3% of his position.</p><p>Investors may view executives who sell stock in their own firm as bearish. However, it can also be simply a way for the executive to diversify their portfolio, and we don&#39;t know why Mr. Dell sold shares. After the sale, he will still own about 47% of the firm&#39;s equity. The size of this investment shows he still believes in the firm.</p><h2 id=\"id_3874434043\">The company&#39;s recent financial results and reasons for optimism</h2><p>Dell&#39;s business has two segments: the infrastructure solutions group (ISG) and the client solutions group (<a href=\"https://laohu8.com/S/CSV.AU\">CSG</a>). The infrastructure group sells hardware and services that support data centers and other IT infrastructure.</p><p>This segment has been the primary driver of growth recently through its sale of artifiical-intelligence-optimized servers. Dell&#39;s shipments of these servers are up 100% over the last year. A 42% increase in overall ISG revenue over the last year has been the primary driver of Dell&#39;s soaring stock price.</p><p>The client solutions group focuses on hardware used by individuals. This includes desktop computers, laptops, monitors, keyboards, and technical support services.</p><p>This segment hasn&#39;t fared as well. Since last year, growth in the CSG segment has been flat. This is a concern because the segment still makes up 50% of the firm&#39;s operating income. Dell can&#39;t simply rely on growth in the ISG segment if it hopes to thrive. The client solutions segment must hold up its end of the bargain. Luckily, there may be help on the way.</p><h2 id=\"id_613215142\">How will Dell grow its lagging CSG segment?</h2><p>Big tech companies want Dell&#39;s AI-optimized solutions for their data centers and IT infrastructure. Small and mid-sized businesses, as well as consumers, will find their own ways to join the AI revolution. One way will be through adopting AI-capable personal computers.</p><p>Over the coming years, experts predict that there will be a &#34;refresh cycle&#34; in personal computers involving a wide adoption of new, superior technologies. A good example of something similar was in the late 2000s when smartphones with touchscreens replaced older cellphones.</p><p>The same kind of switch to AI-capable PCs is in the works and massive growth is predicted over the coming years. Currently, AI-capable PCs account for 18% of global PC shipments. Analysts expect AI-capable PC shipments to grow by 44% annually from 2024 to 2028. In four years, these devices could control 70% of the PC market with over 200 million units sold in 2028.</p><p>This explosion in the AI-capable PC market would come at a fantastic time for Dell&#39;s struggling segment. Dell is already on top of this trend. It has recently announced that new AI-capable PCs will be available in the second half of 2024.</p><p>However, the growth in these devices will eat into sales of Dell&#39;s traditional PCs. The firm will have to gauge demand for AI PCs versus traditional ones and manage production accordingly. This will ensure the move to the new technology is a net gain. Dell&#39;s long history as an industry leader means it is well-positioned to navigate this changing landscape.</p><p>Meanwhile, Dell&#39;s infrastructure solutions group should keep driving growth until AI-capable PCs take off. Then, both segments of the business should deliver solid growth, giving investors confidence in the future of Dell Technologies.</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>The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/27/the-founder-of-dell-is-selling-13-billion-worth-of/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?Dell’s infrastructure solutions group has been driving growth by selling AI-optimized ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/the-founder-of-dell-is-selling-13-billion-worth-of/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","BK4211":"区域性银行"},"source_url":"https://www.fool.com/investing/2024/06/27/the-founder-of-dell-is-selling-13-billion-worth-of/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446128550","content_text":"Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?Dell’s infrastructure solutions group has been driving growth by selling AI-optimized servers.An explosion in AI-capable personal computer demand should help Dell’s lagging segment.Dell Technologies stock price has soared 80% so far in 2024. Recently, Michael Dell, the firm's founder and CEO, announced his plans to sell 10 million shares of Dell Technologies stock, worth around $1.3 billion. The sale was to take place around June 6.When an executive, especially the founder and CEO, sells so many shares, investors might wonder if they should do the same.Why is Michael Dell selling Dell stock?Ten million shares sounds like a lot, but looking at Mr. Dell's overall position shows that this sale represents a small percentage of his holdings. At the beginning of 2024, he owned 345 million shares of Dell, so the sale would represent less than 3% of his position.Investors may view executives who sell stock in their own firm as bearish. However, it can also be simply a way for the executive to diversify their portfolio, and we don't know why Mr. Dell sold shares. After the sale, he will still own about 47% of the firm's equity. The size of this investment shows he still believes in the firm.The company's recent financial results and reasons for optimismDell's business has two segments: the infrastructure solutions group (ISG) and the client solutions group (CSG). The infrastructure group sells hardware and services that support data centers and other IT infrastructure.This segment has been the primary driver of growth recently through its sale of artifiical-intelligence-optimized servers. Dell's shipments of these servers are up 100% over the last year. A 42% increase in overall ISG revenue over the last year has been the primary driver of Dell's soaring stock price.The client solutions group focuses on hardware used by individuals. This includes desktop computers, laptops, monitors, keyboards, and technical support services.This segment hasn't fared as well. Since last year, growth in the CSG segment has been flat. This is a concern because the segment still makes up 50% of the firm's operating income. Dell can't simply rely on growth in the ISG segment if it hopes to thrive. The client solutions segment must hold up its end of the bargain. Luckily, there may be help on the way.How will Dell grow its lagging CSG segment?Big tech companies want Dell's AI-optimized solutions for their data centers and IT infrastructure. Small and mid-sized businesses, as well as consumers, will find their own ways to join the AI revolution. One way will be through adopting AI-capable personal computers.Over the coming years, experts predict that there will be a \"refresh cycle\" in personal computers involving a wide adoption of new, superior technologies. A good example of something similar was in the late 2000s when smartphones with touchscreens replaced older cellphones.The same kind of switch to AI-capable PCs is in the works and massive growth is predicted over the coming years. Currently, AI-capable PCs account for 18% of global PC shipments. Analysts expect AI-capable PC shipments to grow by 44% annually from 2024 to 2028. In four years, these devices could control 70% of the PC market with over 200 million units sold in 2028.This explosion in the AI-capable PC market would come at a fantastic time for Dell's struggling segment. Dell is already on top of this trend. It has recently announced that new AI-capable PCs will be available in the second half of 2024.However, the growth in these devices will eat into sales of Dell's traditional PCs. The firm will have to gauge demand for AI PCs versus traditional ones and manage production accordingly. This will ensure the move to the new technology is a net gain. Dell's long history as an industry leader means it is well-positioned to navigate this changing landscape.Meanwhile, Dell's infrastructure solutions group should keep driving growth until AI-capable PCs take off. Then, both segments of the business should deliver solid growth, giving investors confidence in the future of Dell Technologies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288458020761768,"gmtCreate":1711456967357,"gmtModify":1711456970801,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"First statement sums this guy up.&nbsp;","listText":"First statement sums this guy up.&nbsp;","text":"First statement sums this guy up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288458020761768","repostId":"1177077708","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189769287979272,"gmtCreate":1687356125491,"gmtModify":1687358895278,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>All the panic selling","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>All the panic selling","text":"$Tesla Motors(TSLA)$ All the panic selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189769287979272","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187647074521312,"gmtCreate":1686839897929,"gmtModify":1686840179624,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> shoooooo bears","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> shoooooo bears","text":"$Tesla Motors(TSLA)$ shoooooo bears","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187647074521312","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340505149628640,"gmtCreate":1724162085473,"gmtModify":1724162089851,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Pumpy &amp; dumpy","listText":"Pumpy &amp; dumpy","text":"Pumpy & dumpy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340505149628640","repostId":"2460050372","repostType":2,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238876949053440,"gmtCreate":1699349145711,"gmtModify":1699350801984,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"Cut price drop, raise price also drop. Smlj","listText":"Cut price drop, raise price also drop. Smlj","text":"Cut price drop, raise price also drop. Smlj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238876949053440","repostId":"1145820439","repostType":4,"repost":{"id":"1145820439","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":1699348832,"share":"https://ttm.financial/m/news/1145820439?lang=&edition=fundamental","pubTime":"2023-11-07 17:20","market":"us","language":"en","title":"Tesla Stock Drops 1% As EV Giant Will Raise Model Y Prices in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1145820439","media":"Tiger Newspress","summary":"Tesla Inc. will raise the price of its Model Y variants in China following a refresh of the car in October, making yet another tweak to pricing in the world’s biggest and most competitive electric-vehicle market.Tesla shares dropped 1% in premarket trading Tuesday.After the price of the performance version was increased on Oct. 27, other Model Y variants will also be adjusted, though the timing of the changes hasn’t been decided, a China-based Tesla representative told Bloomberg News.Tesla set o","content":"<html><head></head><body><p>Tesla Inc. will raise the price of its Model Y variants in China following a refresh of the car in October, making yet another tweak to pricing in the world’s biggest and most competitive electric-vehicle market.</p><p>Tesla shares dropped 1% in premarket trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e7b6b07b94ae7933e43e23e4d8cb80b\" tg-width=\"846\" tg-height=\"617\"/></p><p style=\"text-align: start;\">After the price of the performance version was increased on Oct. 27, other Model Y variants will also be adjusted, though the timing of the changes hasn’t been decided, a China-based Tesla representative told Bloomberg News.</p><p>Tesla set off a price war in China a year ago by slashing prices on its EVs as sales growth started to slow, prompting many others in the market to follow suit. More recently it has made some upward adjustments too, including last month’s 14,000 yuan ($1,920) increase for the performance Model Y variant.</p><p>The Model Y is one of China’s best-selling EVs. The updated version was rolled out on Oct. 1. New features include different ambient lighting, upgraded finishings and a new wheel design.</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 Stock Drops 1% As EV Giant Will Raise Model Y Prices in China</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 Stock Drops 1% As EV Giant Will Raise Model Y Prices in China\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\">2023-11-07 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. will raise the price of its Model Y variants in China following a refresh of the car in October, making yet another tweak to pricing in the world’s biggest and most competitive electric-vehicle market.</p><p>Tesla shares dropped 1% in premarket trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e7b6b07b94ae7933e43e23e4d8cb80b\" tg-width=\"846\" tg-height=\"617\"/></p><p style=\"text-align: start;\">After the price of the performance version was increased on Oct. 27, other Model Y variants will also be adjusted, though the timing of the changes hasn’t been decided, a China-based Tesla representative told Bloomberg News.</p><p>Tesla set off a price war in China a year ago by slashing prices on its EVs as sales growth started to slow, prompting many others in the market to follow suit. More recently it has made some upward adjustments too, including last month’s 14,000 yuan ($1,920) increase for the performance Model Y variant.</p><p>The Model Y is one of China’s best-selling EVs. The updated version was rolled out on Oct. 1. New features include different ambient lighting, upgraded finishings and a new wheel design.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145820439","content_text":"Tesla Inc. will raise the price of its Model Y variants in China following a refresh of the car in October, making yet another tweak to pricing in the world’s biggest and most competitive electric-vehicle market.Tesla shares dropped 1% in premarket trading Tuesday.After the price of the performance version was increased on Oct. 27, other Model Y variants will also be adjusted, though the timing of the changes hasn’t been decided, a China-based Tesla representative told Bloomberg News.Tesla set off a price war in China a year ago by slashing prices on its EVs as sales growth started to slow, prompting many others in the market to follow suit. More recently it has made some upward adjustments too, including last month’s 14,000 yuan ($1,920) increase for the performance Model Y variant.The Model Y is one of China’s best-selling EVs. The updated version was rolled out on Oct. 1. New features include different ambient lighting, upgraded finishings and a new wheel design.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191640267129032,"gmtCreate":1687795827959,"gmtModify":1687795830671,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Where are the bulls?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Where are the bulls?","text":"$Tesla Motors(TSLA)$ Where are the bulls?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191640267129032","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184804856827936,"gmtCreate":1686157648624,"gmtModify":1686160495594,"author":{"id":"4135556317610632","authorId":"4135556317610632","authorIdStr":"4135556317610632","name":"Leecash","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135556317610632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Letsssss go","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Letsssss go","text":"$Tesla Motors(TSLA)$ Letsssss go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184804856827936","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}