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06-06

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@TigerPM:Strike&Save unveiled! Tiger Trade 9.1.8 unlocks more new options features

05-28

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@Tiger V:Are You Bullish on Stocks That Announce Stock Splits?

05-26

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The Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?

05-26

$Tiger Brokers(TIGR)$

05-26

$Tiger Brokers(TIGR)$

05-21

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05-20

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@aresynrto:Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you <a href="https://ttm.financial/U/3501196737273098"> @Tiger_comments </a>for the coins!

05-20

$Tesla Motors(TSLA)$

05-20

Hay thats awesome

05-20

$WANGUO MINING(03939)$

05-20

$Berkshire Hathaway(BRK.B)$

05-20

Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen

05-20

$Lotus Technology(LOT)$

2023-12-12

Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it

2023-12-12

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Tiger Trade 9.1.8 unlocks more new options features","htmlText":"What's New Here are the latest updates specifically for options traders: 【Option Seller】Powerful tool for option sellers – \"Strike&amp;Save\" is now live 【SG】 【Risk Control】Set maximum contracts for better risk management Other exciting updates: 【Order Sharing】Share P&amp;L ratios after closing positions Features Introduction Strike&amp;Save is launched (SG) A hub for option sellers, ranked by annual percentage yield, making selling and analyzing options easier than ever. Setting the highest number of transactions. Options can now set the maximum quantity of trade, which can be found in \"Settings-Trade Settings-Max Qty Per Order\". P&amp;L Ratio sharing for the trading order is launched&nbsp;&nbsp;The user can share P&amp;L Ratios for opening and closing orders under different cost algorithm","listText":"What's New Here are the latest updates specifically for options traders: 【Option Seller】Powerful tool for option sellers – \"Strike&amp;Save\" is now live 【SG】 【Risk Control】Set maximum contracts for better risk management Other exciting updates: 【Order Sharing】Share P&amp;L ratios after closing positions Features Introduction Strike&amp;Save is launched (SG) A hub for option sellers, ranked by annual percentage yield, making selling and analyzing options easier than ever. Setting the highest number of transactions. Options can now set the maximum quantity of trade, which can be found in \"Settings-Trade Settings-Max Qty Per Order\". P&amp;L Ratio sharing for the trading order is launched&nbsp;&nbsp;The user can share P&amp;L Ratios for opening and closing orders under different cost algorithm","text":"What's New Here are the latest updates specifically for options traders: 【Option Seller】Powerful tool for option sellers – \"Strike&Save\" is now live 【SG】 【Risk Control】Set maximum contracts for better risk management Other exciting updates: 【Order Sharing】Share P&L ratios after closing positions Features Introduction Strike&Save is launched (SG) A hub for option sellers, ranked by annual percentage yield, making selling and analyzing options easier than ever. Setting the highest number of transactions. Options can now set the maximum quantity of trade, which can be found in \"Settings-Trade Settings-Max Qty Per Order\". P&L Ratio sharing for the trading order is launched The user can share P&L Ratios for opening and closing orders under different cost algorithm","images":[{"img":"https://community-static.tradeup.com/news/4cc5642558ce73c845600a0c06eb1825","width":"1080","height":"2337"},{"img":"https://community-static.tradeup.com/news/81e639abc2079df51c4fb0c65dbc0146","width":"1080","height":"2337"},{"img":"https://community-static.tradeup.com/news/e75a8848e8c0de7d9391dca568a9c343","width":"1080","height":"2337"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308628558442520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310819106500848,"gmtCreate":1716889104379,"gmtModify":1716889107788,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310819106500848","repostId":"310809867751544","repostType":1,"repost":{"id":310809867751544,"gmtCreate":1716886841557,"gmtModify":1716887792606,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092890920697680","authorIdStr":"4092890920697680"},"themes":[],"title":"Are You Bullish on Stocks That Announce Stock Splits?","htmlText":"Nvidia delighted investors last week by announcing a 10-for-1 stock split. This move could signal a broader trend, as several prominent tech companies trade at prices high enough to consider similar splits, according to a note from Bank of America <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. The bank highlights 36 S&amp;P 500 companies with stock prices above $500, suggesting they might be candidates for splits. Among these are Broadcom (AVGO), Super Micro Computer (SMCI), ServiceNow (NOW), and Netflix (NFLX) <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. Booking Holdings (BKNG) could be high on the list as well, with shares priced over $3,500. Earlier this year, Booking initiated","listText":"Nvidia delighted investors last week by announcing a 10-for-1 stock split. This move could signal a broader trend, as several prominent tech companies trade at prices high enough to consider similar splits, according to a note from Bank of America <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. The bank highlights 36 S&amp;P 500 companies with stock prices above $500, suggesting they might be candidates for splits. Among these are Broadcom (AVGO), Super Micro Computer (SMCI), ServiceNow (NOW), and Netflix (NFLX) <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. Booking Holdings (BKNG) could be high on the list as well, with shares priced over $3,500. Earlier this year, Booking initiated","text":"Nvidia delighted investors last week by announcing a 10-for-1 stock split. This move could signal a broader trend, as several prominent tech companies trade at prices high enough to consider similar splits, according to a note from Bank of America $Bank of America(BAC)$ . The bank highlights 36 S&P 500 companies with stock prices above $500, suggesting they might be candidates for splits. Among these are Broadcom (AVGO), Super Micro Computer (SMCI), ServiceNow (NOW), and Netflix (NFLX) $Netflix(NFLX)$ . Booking Holdings (BKNG) could be high on the list as well, with shares priced over $3,500. Earlier this year, Booking initiated","images":[{"img":"https://community-static.tradeup.com/news/622834c9d1273fc8320a8c07acd72137","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310809867751544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310118699139304,"gmtCreate":1716717165858,"gmtModify":1716717169241,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310118699139304","repostId":"2438020784","repostType":4,"repost":{"id":"2438020784","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":1716696000,"share":"https://ttm.financial/m/news/2438020784?lang=&edition=fundamental","pubTime":"2024-05-26 12:00","market":"us","language":"en","title":"The Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?","url":"https://stock-news.laohu8.com/highlight/detail?id=2438020784","media":"Dow Jones","summary":"Investors appear more sensitive to rate-cut timing as earnings season winds down. Nvidia Corp. was supposed to ride to the stock market's rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.Investors struggled to shake off minutes of the Federal Reserve's April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren't yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.\"While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,\" said Louis Navellier, founder and chairman of Navellier & Associates, in a Friday note.\"Once again, we've seen investors stampede from one end of the Fedspectrum to the other,\" he wrote, noting that investors in late April were talking themselves","content":"<html><head></head><body><p>Investors appear more sensitive to rate-cut timing as earnings season winds down</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd9f979f2e92eca83494b9c0fe191bcb\" alt=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" title=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" tg-width=\"931\" tg-height=\"616\"/><span>Will worries about Jerome Powell and the Federal Reserve ruin summer?</span></p><p>Nvidia Corp. was supposed to ride to the stock market’s rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.</p><p style=\"text-align: start;\">Investors struggled to shake off minutes of the Federal Reserve’s April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren’t yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.</p><p>Investors get a three-day break, with U.S. market closed Monday for the Memorial Day holiday. Nervous types may worry over whether a renewed focus on when or whether rate cuts will arrive along with lofty valuations could set the stage for some summertime blues.</p><p>Stocks stalled on Wednesday. And while Nvidia shares soared Thursday to a first-ever close above $1,000, the S&amp;P 500 and Nasdaq logged another round of small losses, while the Dow Jones Industrial Average  slumped over 600 points for its worst day in over a year.</p><p>The softer tone arrived as investors appeared to shift their focus back to the rate path.</p><p>“While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,” said Louis Navellier, founder and chairman of Navellier &amp; Associates, in a Friday note.</p><p style=\"text-align: start;\">Thursday saw a purchasing managers index reading that showed an acceleration in activity in the services sector and a pickup in overall activity, ending a series of soft readings. The PMI data reinforced jitters about the Fed’s ability to deliver a September rate cut.</p><p style=\"text-align: start;\">Economists at Goldman Sachs on Friday pushed back their expectations for the first Fed rate cut of the cycle to September from July. The new Goldman forecast is in line with market expectations, which according to the CME FedWatch tool show a 54% chance of a cut in September, versus only a 12% chance in July.</p><p style=\"text-align: start;\">That compares to earlier in the week, when investors had priced in a roughly 80% probability of a rate hike by September, noted Tom Essaye, founder of Sevens Report Research, in a Friday note.</p><p style=\"text-align: start;\">There’s been real movement in rate expectations, he said, and that led to higher Treasury yields and weaker stocks. But it’s important to note that its investor perceptions that have changed, not the Fed.</p><p style=\"text-align: start;\">“Once again, we’ve seen investors stampede from one end of the Fed spectrum to the other,” he wrote, noting that investors in late April were talking themselves into rate hikes. Fed Chair Jerome Powell poured cold water on that prospect at his May 1 news conference, prompting investors to reverse the gamut, pricing in a nearly guaranteed September rate cut.</p><p style=\"text-align: start;\">“So, it’s not that the Wednesday and Thursday events were hawkish. They weren’t. It’s that the market (again) got too dovish in its expectations and the data from Wednesday and Thursday simply corrected that<br/>too-dovish opinion,” he said.</p><p style=\"text-align: start;\">Granted, the S&amp;P 500 remains just 0.3% off its record close set on Tuesday, while the Nasdaq Composite ended Friday at a record. The Dow Jones Industrial Average, despite Wednesday’s rout, remains 2.3% below its record finish after ending above the 40,000 milestone for the first time ever on May 17.</p><p>But investors may wonder what’s next for a rally that saw only a modest April pullback and that some contend may still be overdue for a more meaningful correction given lofty valuations.</p><p style=\"text-align: start;\">The S&amp;P 500’s price-to-earnings ratio based on the next 12-months earnings per share stands at 21.4, a 30.3% premium to its average since 2005, according CFRA Research.</p><p style=\"text-align: start;\">In fact, when Fed rate worries are out of the picture, valuations appear to be the only thing stock-market investors worry about, said Steven Ricchiuto, chief economist at Mizuho Americas, in a Wednesday note.</p><p style=\"text-align: start;\">He noted, however, that this year’s 11%-plus rise in the S&amp;P 500 matches the 11% to 12% rise in bottom-up earnings expectations for the full year. That’s kept valuations from getting stretched much further after last year’s market rally.</p><p style=\"text-align: start;\">”Although valuation considerations appear to be weighing on all but a handful of stocks, as long as the market-weight index keeps grinding higher, equity fund inflows will keep the market skewed to the upside, assuring dips will be seen as an opportunity to add to positions,” he wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?</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 Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-26 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors appear more sensitive to rate-cut timing as earnings season winds down</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd9f979f2e92eca83494b9c0fe191bcb\" alt=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" title=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" tg-width=\"931\" tg-height=\"616\"/><span>Will worries about Jerome Powell and the Federal Reserve ruin summer?</span></p><p>Nvidia Corp. was supposed to ride to the stock market’s rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.</p><p style=\"text-align: start;\">Investors struggled to shake off minutes of the Federal Reserve’s April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren’t yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.</p><p>Investors get a three-day break, with U.S. market closed Monday for the Memorial Day holiday. Nervous types may worry over whether a renewed focus on when or whether rate cuts will arrive along with lofty valuations could set the stage for some summertime blues.</p><p>Stocks stalled on Wednesday. And while Nvidia shares soared Thursday to a first-ever close above $1,000, the S&amp;P 500 and Nasdaq logged another round of small losses, while the Dow Jones Industrial Average  slumped over 600 points for its worst day in over a year.</p><p>The softer tone arrived as investors appeared to shift their focus back to the rate path.</p><p>“While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,” said Louis Navellier, founder and chairman of Navellier &amp; Associates, in a Friday note.</p><p style=\"text-align: start;\">Thursday saw a purchasing managers index reading that showed an acceleration in activity in the services sector and a pickup in overall activity, ending a series of soft readings. The PMI data reinforced jitters about the Fed’s ability to deliver a September rate cut.</p><p style=\"text-align: start;\">Economists at Goldman Sachs on Friday pushed back their expectations for the first Fed rate cut of the cycle to September from July. The new Goldman forecast is in line with market expectations, which according to the CME FedWatch tool show a 54% chance of a cut in September, versus only a 12% chance in July.</p><p style=\"text-align: start;\">That compares to earlier in the week, when investors had priced in a roughly 80% probability of a rate hike by September, noted Tom Essaye, founder of Sevens Report Research, in a Friday note.</p><p style=\"text-align: start;\">There’s been real movement in rate expectations, he said, and that led to higher Treasury yields and weaker stocks. But it’s important to note that its investor perceptions that have changed, not the Fed.</p><p style=\"text-align: start;\">“Once again, we’ve seen investors stampede from one end of the Fed spectrum to the other,” he wrote, noting that investors in late April were talking themselves into rate hikes. Fed Chair Jerome Powell poured cold water on that prospect at his May 1 news conference, prompting investors to reverse the gamut, pricing in a nearly guaranteed September rate cut.</p><p style=\"text-align: start;\">“So, it’s not that the Wednesday and Thursday events were hawkish. They weren’t. It’s that the market (again) got too dovish in its expectations and the data from Wednesday and Thursday simply corrected that<br/>too-dovish opinion,” he said.</p><p style=\"text-align: start;\">Granted, the S&amp;P 500 remains just 0.3% off its record close set on Tuesday, while the Nasdaq Composite ended Friday at a record. The Dow Jones Industrial Average, despite Wednesday’s rout, remains 2.3% below its record finish after ending above the 40,000 milestone for the first time ever on May 17.</p><p>But investors may wonder what’s next for a rally that saw only a modest April pullback and that some contend may still be overdue for a more meaningful correction given lofty valuations.</p><p style=\"text-align: start;\">The S&amp;P 500’s price-to-earnings ratio based on the next 12-months earnings per share stands at 21.4, a 30.3% premium to its average since 2005, according CFRA Research.</p><p style=\"text-align: start;\">In fact, when Fed rate worries are out of the picture, valuations appear to be the only thing stock-market investors worry about, said Steven Ricchiuto, chief economist at Mizuho Americas, in a Wednesday note.</p><p style=\"text-align: start;\">He noted, however, that this year’s 11%-plus rise in the S&amp;P 500 matches the 11% to 12% rise in bottom-up earnings expectations for the full year. That’s kept valuations from getting stretched much further after last year’s market rally.</p><p style=\"text-align: start;\">”Although valuation considerations appear to be weighing on all but a handful of stocks, as long as the market-weight index keeps grinding higher, equity fund inflows will keep the market skewed to the upside, assuring dips will be seen as an opportunity to add to positions,” he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4587":"ChatGPT概念","LU0072462426.USD":"贝莱德全球配置 A2",".DJI":"道琼斯","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","BK4579":"人工智能",".SPX":"S&P 500 Index","BK4588":"碎股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438020784","content_text":"Investors appear more sensitive to rate-cut timing as earnings season winds downWill worries about Jerome Powell and the Federal Reserve ruin summer?Nvidia Corp. was supposed to ride to the stock market’s rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.Investors struggled to shake off minutes of the Federal Reserve’s April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren’t yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.Investors get a three-day break, with U.S. market closed Monday for the Memorial Day holiday. Nervous types may worry over whether a renewed focus on when or whether rate cuts will arrive along with lofty valuations could set the stage for some summertime blues.Stocks stalled on Wednesday. And while Nvidia shares soared Thursday to a first-ever close above $1,000, the S&P 500 and Nasdaq logged another round of small losses, while the Dow Jones Industrial Average  slumped over 600 points for its worst day in over a year.The softer tone arrived as investors appeared to shift their focus back to the rate path.“While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,” said Louis Navellier, founder and chairman of Navellier & Associates, in a Friday note.Thursday saw a purchasing managers index reading that showed an acceleration in activity in the services sector and a pickup in overall activity, ending a series of soft readings. The PMI data reinforced jitters about the Fed’s ability to deliver a September rate cut.Economists at Goldman Sachs on Friday pushed back their expectations for the first Fed rate cut of the cycle to September from July. The new Goldman forecast is in line with market expectations, which according to the CME FedWatch tool show a 54% chance of a cut in September, versus only a 12% chance in July.That compares to earlier in the week, when investors had priced in a roughly 80% probability of a rate hike by September, noted Tom Essaye, founder of Sevens Report Research, in a Friday note.There’s been real movement in rate expectations, he said, and that led to higher Treasury yields and weaker stocks. But it’s important to note that its investor perceptions that have changed, not the Fed.“Once again, we’ve seen investors stampede from one end of the Fed spectrum to the other,” he wrote, noting that investors in late April were talking themselves into rate hikes. Fed Chair Jerome Powell poured cold water on that prospect at his May 1 news conference, prompting investors to reverse the gamut, pricing in a nearly guaranteed September rate cut.“So, it’s not that the Wednesday and Thursday events were hawkish. They weren’t. It’s that the market (again) got too dovish in its expectations and the data from Wednesday and Thursday simply corrected thattoo-dovish opinion,” he said.Granted, the S&P 500 remains just 0.3% off its record close set on Tuesday, while the Nasdaq Composite ended Friday at a record. The Dow Jones Industrial Average, despite Wednesday’s rout, remains 2.3% below its record finish after ending above the 40,000 milestone for the first time ever on May 17.But investors may wonder what’s next for a rally that saw only a modest April pullback and that some contend may still be overdue for a more meaningful correction given lofty valuations.The S&P 500’s price-to-earnings ratio based on the next 12-months earnings per share stands at 21.4, a 30.3% premium to its average since 2005, according CFRA Research.In fact, when Fed rate worries are out of the picture, valuations appear to be the only thing stock-market investors worry about, said Steven Ricchiuto, chief economist at Mizuho Americas, in a Wednesday note.He noted, however, that this year’s 11%-plus rise in the S&P 500 matches the 11% to 12% rise in bottom-up earnings expectations for the full year. That’s kept valuations from getting stretched much further after last year’s market rally.”Although valuation considerations appear to be weighing on all but a handful of stocks, as long as the market-weight index keeps grinding higher, equity fund inflows will keep the market skewed to the upside, assuring dips will be seen as an opportunity to add to positions,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310072713621576,"gmtCreate":1716706064966,"gmtModify":1716706066996,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310072713621576","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310018715893896,"gmtCreate":1716706057207,"gmtModify":1716706060881,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310018715893896","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308260519207208,"gmtCreate":1716280854237,"gmtModify":1716280856281,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308260519207208","repostId":"2436183239","repostType":2,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307926803337464,"gmtCreate":1716199286615,"gmtModify":1716199289852,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307926803337464","repostId":"263475553018064","repostType":1,"repost":{"id":263475553018064,"gmtCreate":1705359754394,"gmtModify":1705369348839,"author":{"id":"4160175712040772","authorId":"4160175712040772","name":"aresynrto","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160175712040772","authorIdStr":"4160175712040772"},"themes":[],"htmlText":"Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you &lt;a href=\"https://ttm.financial/U/3501196737273098\"&gt; @Tiger_comments &lt;/a&gt;for the coins!","listText":"Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you &lt;a href=\"https://ttm.financial/U/3501196737273098\"&gt; @Tiger_comments &lt;/a&gt;for the coins!","text":"Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>for the coins!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263475553018064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307922142400632,"gmtCreate":1716198236717,"gmtModify":1716198240219,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307922142400632","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307809568981288,"gmtCreate":1716184071210,"gmtModify":1716184076214,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Hay thats awesome&nbsp;","listText":"Hay thats awesome&nbsp;","text":"Hay thats awesome","images":[{"img":"https://community-static.tradeup.com/news/7ae0f15214d272f026b047c217d48edb","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307809568981288","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":307806860271760,"gmtCreate":1716183438134,"gmtModify":1716183441140,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03939\">$WANGUO MINING(03939)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/03939\">$WANGUO MINING(03939)$ </a>&nbsp;","text":"$WANGUO MINING(03939)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307806860271760","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307934887174272,"gmtCreate":1716183267782,"gmtModify":1716183269687,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$ </a>&nbsp;","text":"$Berkshire Hathaway(BRK.B)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307934887174272","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307792201633856,"gmtCreate":1716179833331,"gmtModify":1716183252657,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade&nbsp; is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen&nbsp;","listText":"Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade&nbsp; is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen&nbsp;","text":"Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307792201633856","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307738625843440,"gmtCreate":1716166756225,"gmtModify":1716170687548,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LOT\">$Lotus Technology(LOT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LOT\">$Lotus Technology(LOT)$ </a>&nbsp;","text":"$Lotus Technology(LOT)$","images":[{"img":"https://community-static.tradeup.com/news/bd65ca70302ea3a047652bf2ea68d7bf","width":"1080","height":"1759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307738625843440","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251374572023856,"gmtCreate":1702378916487,"gmtModify":1702385492505,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it&nbsp;","listText":"Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it&nbsp;","text":"Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251374572023856","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251355116339376,"gmtCreate":1702374184325,"gmtModify":1703729845146,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"title":"Compare Tiger’s prices | Tiger Brokers | New Zealand","htmlText":".Find out more here:<a href=\"https://tigr.link/5rBy7g\">Compare Tiger’s prices | Tiger Brokers | New Zealand</a> Compare Tiger’s prices | Tiger Brokers | New Zealand","listText":".Find out more here:<a href=\"https://tigr.link/5rBy7g\">Compare Tiger’s prices | Tiger Brokers | New Zealand</a> Compare Tiger’s prices | Tiger Brokers | New Zealand","text":".Find out more here:Compare Tiger’s prices | Tiger Brokers | New Zealand Compare Tiger’s prices | Tiger Brokers | New Zealand","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251355116339376","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":251355116339376,"gmtCreate":1702374184325,"gmtModify":1703729845146,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"title":"Compare Tiger’s prices | Tiger Brokers | New Zealand","htmlText":".Find out more here:<a href=\"https://tigr.link/5rBy7g\">Compare Tiger’s prices | Tiger Brokers | New Zealand</a> Compare Tiger’s prices | Tiger Brokers | New Zealand","listText":".Find out more here:<a href=\"https://tigr.link/5rBy7g\">Compare Tiger’s prices | Tiger Brokers | New Zealand</a> Compare Tiger’s prices | Tiger Brokers | New Zealand","text":".Find out more here:Compare Tiger’s prices | Tiger Brokers | New Zealand Compare Tiger’s prices | Tiger Brokers | New Zealand","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251355116339376","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":307926803337464,"gmtCreate":1716199286615,"gmtModify":1716199289852,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307926803337464","repostId":"263475553018064","repostType":1,"repost":{"id":263475553018064,"gmtCreate":1705359754394,"gmtModify":1705369348839,"author":{"id":"4160175712040772","authorId":"4160175712040772","name":"aresynrto","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160175712040772","authorIdStr":"4160175712040772"},"themes":[],"htmlText":"Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you &lt;a href=\"https://ttm.financial/U/3501196737273098\"&gt; @Tiger_comments &lt;/a&gt;for the coins!","listText":"Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you &lt;a href=\"https://ttm.financial/U/3501196737273098\"&gt; @Tiger_comments &lt;/a&gt;for the coins!","text":"Yes I believe in the January effect! Statistics is always right! Looking forward to a bullish 2024! Thank you <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>for the coins!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263475553018064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307922142400632,"gmtCreate":1716198236717,"gmtModify":1716198240219,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307922142400632","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307809568981288,"gmtCreate":1716184071210,"gmtModify":1716184076214,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Hay thats awesome&nbsp;","listText":"Hay thats awesome&nbsp;","text":"Hay thats awesome","images":[{"img":"https://community-static.tradeup.com/news/7ae0f15214d272f026b047c217d48edb","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307809568981288","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":307806860271760,"gmtCreate":1716183438134,"gmtModify":1716183441140,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03939\">$WANGUO MINING(03939)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/03939\">$WANGUO MINING(03939)$ </a>&nbsp;","text":"$WANGUO MINING(03939)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307806860271760","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308260519207208,"gmtCreate":1716280854237,"gmtModify":1716280856281,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308260519207208","repostId":"2436183239","repostType":2,"repost":{"id":"2436183239","pubTimestamp":1716038099,"share":"https://ttm.financial/m/news/2436183239?lang=&edition=fundamental","pubTime":"2024-05-18 21:14","market":"fut","language":"en","title":"Don't Underestimate Tesla's Position In AI And Robotics","url":"https://stock-news.laohu8.com/highlight/detail?id=2436183239","media":"seekingalpha","summary":"Tesla's pivot to AI and robotics, rooted in EVs, creates a unique moat in advanced physical products.Current financial contractions are seen as temporary, driven by macroeconomic pressures and competitive dynamics in AI, robotics, and EVs.Tesla should be valued like a big tech company, reflecting its heavy AI and robotics involvement, making it potentially undervalued over a 10+ year horizon.","content":"<html><body><ul><li>Tesla's pivot to AI and robotics, rooted in EVs, creates a unique moat in advanced physical products.\n        </li><li>Current financial contractions are seen as temporary, driven by macroeconomic pressures and competitive dynamics in AI, robotics, and EVs.\n        </li><li>Tesla should be valued like a big tech company, reflecting its heavy AI and robotics involvement, making it potentially undervalued over a 10+ year horizon.\n        </li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Eoneren</p></figcaption></figure></p> <p>I've written about Tesla (<span>NASDAQ:TSLA</span>) before, and since my last report, the stock has lost roughly 7.5% in price. Currently, the stock is down nearly 60% from all-time highs. A large part of what analysts are debating now is whether the investment is having<span> a reconfiguration in terms of valuation multiples accepted by the market. I caution that a smaller allocation is warranted due to the nature of uncertainty in sentiment at the moment, but Tesla is trading significantly cheaper than previous valuation multiples. I believe it will continue to evolve into an AI-automobile-robotics company, and in doing so, investor sentiment is likely to significantly improve over the long term again. Based on this nuanced approach of sentiment analysis and market psychology, I think Tesla is undervalued over a 10+ year time horizon. </span></p> <h2>A Nuanced Analysis Of Tesla<span> In AI And Robotics</span> </h2> <p>It's no understatement to say that AI is the most popular business field in the world right now. I don't think this attention is going away. I am of the ilk that AI, robotics, and automation are going to significantly transform our global economy, with long-term effects greater than any previous economic revolution. Elon Musk was foundational to the start of the fastest-growing AI company on the planet at the moment, OpenAI. The company decided it didn't want to be merged with Tesla, according to a recent statement by Sam Altman and OpenAI's executive team. The current lawsuit Elon Musk has raised against OpenAI suggests fears that OpenAI might be getting ahead of the competition significantly here. When Sam Altman was ousted momentarily by the OpenAI board, this culture clash was lurking in the background. </p> <p>I think this is a very hard time for Elon Musk and Tesla. Despite all great business leaders not really following the stock valuation when appraising their results, it is almost impossible to be completely immune from the gyrations of the market. It's one thing for a CEO to be able to block out the noise, another thing entirely for the full management team to be able to. </p> <p>Tesla stock is down nearly 60% from its all-time highs, and analysts on Seeking Alpha and elsewhere are expressing negative sentiments more regularly now, putting out frequent Sell ratings. One of the big arguments these analysts commonly make is that Tesla is \"just a car company\". To me, that's naïve and uninformed. Here are the major areas of AI, robotics, and automation that Tesla has in the works:</p> <ol> <li> <strong>Autonomous Vehicles</strong>: Tesla's FSD has the potential to dominate in the field of autonomous taxis because of the scale of Tesla's operations when compared to smaller outfits like Alphabet's (GOOGL) Waymo. </li> <li> <strong>Optimus</strong> is a general-purpose humanoid robot designed to perform repetitive and dangerous tasks. It is also known as Tesla Bot.</li> <li> <strong>Energy Management Systems</strong>: Tesla has an AI-powered platform for energy trading. The company also offers virtual power plants to aggregate distributed energy resources to act as a unified power plant.</li> <li> <strong>Manufacturing Automation</strong>: The company employs extensive automation in its Gigafactories, using advanced robotics to assemble vehicles and batteries. The company also uses AI in quality control. </li> <li> <strong>AI Research and Development</strong>: Tesla is developing Dojo, which is a supercomputer optimized for AI machine learning training; this will significantly affect its FSD and other AI-driven features.</li> <li> <strong>Customer Service and In-Car Experiences</strong>: Tesla vehicles incorporate natural language processing and predictive maintenance. </li> </ol> <p>The culture clash between OpenAI and Tesla is significant as it highlights the tension between corporate interests and the initial ethos of OpenAI, which was founded as a non-profit organization. Microsoft is reported to have an equity stake of 49% in OpenAI, based on multiple reports from the time of the extended partnership deal in 2023. However, this specific detail has not been officially disclosed by OpenAI or Microsoft in their public statements.</p> <p>However, the industry may benefit from a more considerate nature of competition. Considering how genuinely transformative AI is likely to be for the world, the healthy competition amongst major players, including Tesla, Microsoft, Google and Amazon (AMZN), is critical. I believe a big part of this conflict rests in which AI company's CEO gets the accolade as the \"next Steve Jobs\" of AI. In reality, I believe that the field is going to advance so much that no single figure will be deemed the absolute pioneer of AI. This is already evident in the diversified nature of Microsoft in the field of AI, Google's expansive reach in AI, and Tesla's vast AI ecosystem it is developing. In other words, Tesla can be a revolutionary leader in AI alongside OpenAI. There's room for both in an industry I believe will be the largest in the world in 10 years' time. </p> <h2>Financial Considerations For Tesla Moving Forward</h2> <p>Here is the historical revenue and diluted EPS performance for Tesla on a chart:</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/5/17/58583751-17159508695040038.jpg\"/></span> </picture><figcaption><p>Tesla Data <span>(Author's Chart)</span></p></figcaption></figure><p>This shows significant promise for Tesla, particularly on the earnings front, where the prominent growth has been quite recent. I believe there is likely to be some continued contraction in earnings while the company readjusts during this pivot from mainly electric vehicles to a heavier emphasis on AI, robotics, and automation. The market might complain, and the stock might go down, but if holding over a long time horizon, I truly believe this is an opportunity to buy more. I'll explain more why in my valuation analysis below. </p> <p>Additionally, investors have been concerned with Tesla's significant contraction of around 4% in gross margin from its 10-year median: </p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/5/17/58583751-17159513613180344.jpg\"/></span> </picture><figcaption><p>Tesla Data <span>(Author's Chart)</span></p></figcaption></figure><p>However, from the above graph, we can see that Tesla's gross margins have not been stable, so the current contraction isn't as severe as it looks. However, I wanted more information, so I conducted some deeper research into why this was taking place. The answer can be broken down into three segments:</p> <ol> <li> <strong>Aggressive Price Cuts</strong>: Tesla implemented multiple rounds of price reductions in an effort to stimulate demand in a tough macroeconomic environment and rising competition in the EV field, including from BYD (OTCPK:BYDDY) in China.</li> <li> <strong>Increased Production Costs</strong>: Increased costs were caused by supply chain disruptions and higher prices, including for lithium and cobalt for battery manufacturing. Furthermore there were new factory ramp-ups that the company initiated. </li> <li> <strong>Model Transition and Upgrades</strong>: Significantly, the Cybertruck and other new models and updates led to further costs. There were significant investments in upgrading manufacturing facilities and adjusting production lines. </li> </ol> <p>This shows how Musk is navigating a two-fold issue, and it must be difficult. On one hand, you have BYD competing on the pure EV front, and on the other hand, Musk sees the potential for Tesla to evolve into an advanced technology and robotics firm with automobiles at its foundation. My personal opinion is that Musk would benefit the company and long-term investors by evolving the company into an advanced, physically-oriented AI firm, which is what he seems to be doing. I believe this would significantly distinguish it from companies like BYD, and it also has the physical infrastructure to make more compelling large-scale products than a company like OpenAI, which has its core power in artificial intelligence software at this time. </p> <p>In other words, the current contractions are likely temporary. Over the long term, I think Tesla's moat is only going to improve. The main reason for this is that it has the capability to offer something truly unique to the market: a kind of synthesis of OpenAI, Nvidia (NVDA), and BYD. That's a very strong foundation for a long-term investment, and I believe it bodes very well for long-term shareholders and will be the beneficiary of higher sentiment again once AI really starts to take flight in the world and begins changing the physical economy more prominently. </p> <h2>Assessing The Valuation Given The Current Pivot</h2> <p>Analysts who say Tesla is just a car company are wrong, in my opinion. Therefore, valuing it as such is also invalid. These analysts might be right on a time horizon of 5 or fewer years but extrapolated out over the next few decades, and I believe they will look silly. The reason I say this is that Musk is clearly more than a car developer. He has also proven that he is reliably ahead of the curve in many respects, opting for technologies that are pioneering. The idea that it will be any different this time around when it comes to heavier use of AI and robotics for Tesla is simply unfounded, especially when you consider the company's investment in Dojo and Optimus. Tesla, in many respects, is likely just getting started as an advanced AI firm. </p> <p>Tesla's P/E GAAP ratio at this time is around 45, significantly lower than its 10-year median of around 107. In my opinion, the present P/E ratio is cheap and a welcome opportunity to invest. Even in a worst-case scenario where Tesla cannot continue to sustain valuation multiples of 50+ because of reduced sentiment, I think the stock is fairly valued. However, taking into account the growing reliance on AI that the economy is about to experience and Tesla's pivot into a heavier AI firm, I think the stock could be significantly undervalued at this time, making for an exceptional buying opportunity. The main risk is that we can't guarantee that Musk will execute the transition perfectly, and areas of conflict, like with the OpenAI case, show signs of some concern, in my opinion. If Musk can focus on collaborative competitiveness and dedicate himself to developing Tesla's unique moat in AI and physical products, long-term shareholders could see significant success. However, due to these current concerns, my rating for Tesla stock remains a Buy rather than a Strong Buy.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/5/17/58583751-1715954505480449.png\"/></span> </picture><figcaption><p><span>Author, Using Seeking Alpha</span></p></figcaption></figure><h2>Key Elements</h2> <p>Tesla is pivoting into an advanced AI and robotics company that has a foundation in electric vehicles. Analysts who cannot see this do not know the company well enough and understand the firm's long-term strategic direction. The development of the business in this manner could place Tesla with a significant and unique moat in physical products enhanced by advanced AI and robotics capabilities. </p> <p>Investors are concerned by current contractions in Tesla's financial results, but the evidence seems to suggest that these results are temporary and are largely the result of macroeconomic pressures and navigating a careful dialogue between AI and robotics competition and rising EV threats, particularly in China. In some respects, Tesla is continuing to develop and working on grounding its new pioneering operational model to move forward with at this time. </p> <div></div> <p>Tesla cannot be valued as a mere car company; it is way more heavily involved in AI and robotics than other pure automobile or EV companies. As such, it is most fairly valued alongside other leading big tech companies. Compared to Tesla's historical valuation multiples and future potential in the evolving tech field, the stock could be significantly undervalued at this time over a long time horizon of 10+ years. </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>Don't Underestimate Tesla's Position In AI And Robotics</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\">\nDon't Underestimate Tesla's Position In AI And Robotics\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-18 21:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4694300-dont-underestimate-teslas-position-in-ai-and-robotics><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's pivot to AI and robotics, rooted in EVs, creates a unique moat in advanced physical products.\n        Current financial contractions are seen as temporary, driven by macroeconomic pressures ...</p>\n\n<a href=\"https://seekingalpha.com/article/4694300-dont-underestimate-teslas-position-in-ai-and-robotics\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443242959/image_1443242959.jpg","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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Currently, the stock is down nearly 60% from all-time highs. A large part of what analysts are debating now is whether the investment is having a reconfiguration in terms of valuation multiples accepted by the market. I caution that a smaller allocation is warranted due to the nature of uncertainty in sentiment at the moment, but Tesla is trading significantly cheaper than previous valuation multiples. I believe it will continue to evolve into an AI-automobile-robotics company, and in doing so, investor sentiment is likely to significantly improve over the long term again. Based on this nuanced approach of sentiment analysis and market psychology, I think Tesla is undervalued over a 10+ year time horizon.  A Nuanced Analysis Of Tesla In AI And Robotics  It's no understatement to say that AI is the most popular business field in the world right now. I don't think this attention is going away. I am of the ilk that AI, robotics, and automation are going to significantly transform our global economy, with long-term effects greater than any previous economic revolution. Elon Musk was foundational to the start of the fastest-growing AI company on the planet at the moment, OpenAI. The company decided it didn't want to be merged with Tesla, according to a recent statement by Sam Altman and OpenAI's executive team. The current lawsuit Elon Musk has raised against OpenAI suggests fears that OpenAI might be getting ahead of the competition significantly here. When Sam Altman was ousted momentarily by the OpenAI board, this culture clash was lurking in the background.  I think this is a very hard time for Elon Musk and Tesla. Despite all great business leaders not really following the stock valuation when appraising their results, it is almost impossible to be completely immune from the gyrations of the market. It's one thing for a CEO to be able to block out the noise, another thing entirely for the full management team to be able to.  Tesla stock is down nearly 60% from its all-time highs, and analysts on Seeking Alpha and elsewhere are expressing negative sentiments more regularly now, putting out frequent Sell ratings. One of the big arguments these analysts commonly make is that Tesla is \"just a car company\". To me, that's naïve and uninformed. Here are the major areas of AI, robotics, and automation that Tesla has in the works:   Autonomous Vehicles: Tesla's FSD has the potential to dominate in the field of autonomous taxis because of the scale of Tesla's operations when compared to smaller outfits like Alphabet's (GOOGL) Waymo.   Optimus is a general-purpose humanoid robot designed to perform repetitive and dangerous tasks. It is also known as Tesla Bot.  Energy Management Systems: Tesla has an AI-powered platform for energy trading. The company also offers virtual power plants to aggregate distributed energy resources to act as a unified power plant.  Manufacturing Automation: The company employs extensive automation in its Gigafactories, using advanced robotics to assemble vehicles and batteries. The company also uses AI in quality control.   AI Research and Development: Tesla is developing Dojo, which is a supercomputer optimized for AI machine learning training; this will significantly affect its FSD and other AI-driven features.  Customer Service and In-Car Experiences: Tesla vehicles incorporate natural language processing and predictive maintenance.   The culture clash between OpenAI and Tesla is significant as it highlights the tension between corporate interests and the initial ethos of OpenAI, which was founded as a non-profit organization. Microsoft is reported to have an equity stake of 49% in OpenAI, based on multiple reports from the time of the extended partnership deal in 2023. However, this specific detail has not been officially disclosed by OpenAI or Microsoft in their public statements. However, the industry may benefit from a more considerate nature of competition. Considering how genuinely transformative AI is likely to be for the world, the healthy competition amongst major players, including Tesla, Microsoft, Google and Amazon (AMZN), is critical. I believe a big part of this conflict rests in which AI company's CEO gets the accolade as the \"next Steve Jobs\" of AI. In reality, I believe that the field is going to advance so much that no single figure will be deemed the absolute pioneer of AI. This is already evident in the diversified nature of Microsoft in the field of AI, Google's expansive reach in AI, and Tesla's vast AI ecosystem it is developing. In other words, Tesla can be a revolutionary leader in AI alongside OpenAI. There's room for both in an industry I believe will be the largest in the world in 10 years' time.  Financial Considerations For Tesla Moving Forward Here is the historical revenue and diluted EPS performance for Tesla on a chart:   Tesla Data (Author's Chart)This shows significant promise for Tesla, particularly on the earnings front, where the prominent growth has been quite recent. I believe there is likely to be some continued contraction in earnings while the company readjusts during this pivot from mainly electric vehicles to a heavier emphasis on AI, robotics, and automation. The market might complain, and the stock might go down, but if holding over a long time horizon, I truly believe this is an opportunity to buy more. I'll explain more why in my valuation analysis below.  Additionally, investors have been concerned with Tesla's significant contraction of around 4% in gross margin from its 10-year median:    Tesla Data (Author's Chart)However, from the above graph, we can see that Tesla's gross margins have not been stable, so the current contraction isn't as severe as it looks. However, I wanted more information, so I conducted some deeper research into why this was taking place. The answer can be broken down into three segments:   Aggressive Price Cuts: Tesla implemented multiple rounds of price reductions in an effort to stimulate demand in a tough macroeconomic environment and rising competition in the EV field, including from BYD (OTCPK:BYDDY) in China.  Increased Production Costs: Increased costs were caused by supply chain disruptions and higher prices, including for lithium and cobalt for battery manufacturing. Furthermore there were new factory ramp-ups that the company initiated.   Model Transition and Upgrades: Significantly, the Cybertruck and other new models and updates led to further costs. There were significant investments in upgrading manufacturing facilities and adjusting production lines.   This shows how Musk is navigating a two-fold issue, and it must be difficult. On one hand, you have BYD competing on the pure EV front, and on the other hand, Musk sees the potential for Tesla to evolve into an advanced technology and robotics firm with automobiles at its foundation. My personal opinion is that Musk would benefit the company and long-term investors by evolving the company into an advanced, physically-oriented AI firm, which is what he seems to be doing. I believe this would significantly distinguish it from companies like BYD, and it also has the physical infrastructure to make more compelling large-scale products than a company like OpenAI, which has its core power in artificial intelligence software at this time.  In other words, the current contractions are likely temporary. Over the long term, I think Tesla's moat is only going to improve. The main reason for this is that it has the capability to offer something truly unique to the market: a kind of synthesis of OpenAI, Nvidia (NVDA), and BYD. That's a very strong foundation for a long-term investment, and I believe it bodes very well for long-term shareholders and will be the beneficiary of higher sentiment again once AI really starts to take flight in the world and begins changing the physical economy more prominently.  Assessing The Valuation Given The Current Pivot Analysts who say Tesla is just a car company are wrong, in my opinion. Therefore, valuing it as such is also invalid. These analysts might be right on a time horizon of 5 or fewer years but extrapolated out over the next few decades, and I believe they will look silly. The reason I say this is that Musk is clearly more than a car developer. He has also proven that he is reliably ahead of the curve in many respects, opting for technologies that are pioneering. The idea that it will be any different this time around when it comes to heavier use of AI and robotics for Tesla is simply unfounded, especially when you consider the company's investment in Dojo and Optimus. Tesla, in many respects, is likely just getting started as an advanced AI firm.  Tesla's P/E GAAP ratio at this time is around 45, significantly lower than its 10-year median of around 107. In my opinion, the present P/E ratio is cheap and a welcome opportunity to invest. Even in a worst-case scenario where Tesla cannot continue to sustain valuation multiples of 50+ because of reduced sentiment, I think the stock is fairly valued. However, taking into account the growing reliance on AI that the economy is about to experience and Tesla's pivot into a heavier AI firm, I think the stock could be significantly undervalued at this time, making for an exceptional buying opportunity. The main risk is that we can't guarantee that Musk will execute the transition perfectly, and areas of conflict, like with the OpenAI case, show signs of some concern, in my opinion. If Musk can focus on collaborative competitiveness and dedicate himself to developing Tesla's unique moat in AI and physical products, long-term shareholders could see significant success. However, due to these current concerns, my rating for Tesla stock remains a Buy rather than a Strong Buy.   Author, Using Seeking AlphaKey Elements Tesla is pivoting into an advanced AI and robotics company that has a foundation in electric vehicles. Analysts who cannot see this do not know the company well enough and understand the firm's long-term strategic direction. The development of the business in this manner could place Tesla with a significant and unique moat in physical products enhanced by advanced AI and robotics capabilities.  Investors are concerned by current contractions in Tesla's financial results, but the evidence seems to suggest that these results are temporary and are largely the result of macroeconomic pressures and navigating a careful dialogue between AI and robotics competition and rising EV threats, particularly in China. In some respects, Tesla is continuing to develop and working on grounding its new pioneering operational model to move forward with at this time.   Tesla cannot be valued as a mere car company; it is way more heavily involved in AI and robotics than other pure automobile or EV companies. As such, it is most fairly valued alongside other leading big tech companies. Compared to Tesla's historical valuation multiples and future potential in the evolving tech field, the stock could be significantly undervalued at this time over a long time horizon of 10+ years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310072713621576,"gmtCreate":1716706064966,"gmtModify":1716706066996,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310072713621576","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310018715893896,"gmtCreate":1716706057207,"gmtModify":1716706060881,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310018715893896","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313719399231520,"gmtCreate":1717630057836,"gmtModify":1717630059783,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313719399231520","repostId":"308628558442520","repostType":1,"repost":{"id":308628558442520,"gmtCreate":1716376560378,"gmtModify":1716378799821,"author":{"id":"3527667588142897","authorId":"3527667588142897","name":"TigerPM","avatar":"https://static.tigerbbs.com/a6704bebf28358e0d9c638e765403bd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667588142897","authorIdStr":"3527667588142897"},"themes":[],"title":"Strike&Save unveiled! Tiger Trade 9.1.8 unlocks more new options features","htmlText":"What's New Here are the latest updates specifically for options traders: 【Option Seller】Powerful tool for option sellers – \"Strike&amp;Save\" is now live 【SG】 【Risk Control】Set maximum contracts for better risk management Other exciting updates: 【Order Sharing】Share P&amp;L ratios after closing positions Features Introduction Strike&amp;Save is launched (SG) A hub for option sellers, ranked by annual percentage yield, making selling and analyzing options easier than ever. Setting the highest number of transactions. Options can now set the maximum quantity of trade, which can be found in \"Settings-Trade Settings-Max Qty Per Order\". P&amp;L Ratio sharing for the trading order is launched&nbsp;&nbsp;The user can share P&amp;L Ratios for opening and closing orders under different cost algorithm","listText":"What's New Here are the latest updates specifically for options traders: 【Option Seller】Powerful tool for option sellers – \"Strike&amp;Save\" is now live 【SG】 【Risk Control】Set maximum contracts for better risk management Other exciting updates: 【Order Sharing】Share P&amp;L ratios after closing positions Features Introduction Strike&amp;Save is launched (SG) A hub for option sellers, ranked by annual percentage yield, making selling and analyzing options easier than ever. Setting the highest number of transactions. Options can now set the maximum quantity of trade, which can be found in \"Settings-Trade Settings-Max Qty Per Order\". P&amp;L Ratio sharing for the trading order is launched&nbsp;&nbsp;The user can share P&amp;L Ratios for opening and closing orders under different cost algorithm","text":"What's New Here are the latest updates specifically for options traders: 【Option Seller】Powerful tool for option sellers – \"Strike&Save\" is now live 【SG】 【Risk Control】Set maximum contracts for better risk management Other exciting updates: 【Order Sharing】Share P&L ratios after closing positions Features Introduction Strike&Save is launched (SG) A hub for option sellers, ranked by annual percentage yield, making selling and analyzing options easier than ever. Setting the highest number of transactions. Options can now set the maximum quantity of trade, which can be found in \"Settings-Trade Settings-Max Qty Per Order\". P&L Ratio sharing for the trading order is launched The user can share P&L Ratios for opening and closing orders under different cost algorithm","images":[{"img":"https://community-static.tradeup.com/news/4cc5642558ce73c845600a0c06eb1825","width":"1080","height":"2337"},{"img":"https://community-static.tradeup.com/news/81e639abc2079df51c4fb0c65dbc0146","width":"1080","height":"2337"},{"img":"https://community-static.tradeup.com/news/e75a8848e8c0de7d9391dca568a9c343","width":"1080","height":"2337"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308628558442520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310819106500848,"gmtCreate":1716889104379,"gmtModify":1716889107788,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310819106500848","repostId":"310809867751544","repostType":1,"repost":{"id":310809867751544,"gmtCreate":1716886841557,"gmtModify":1716887792606,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092890920697680","authorIdStr":"4092890920697680"},"themes":[],"title":"Are You Bullish on Stocks That Announce Stock Splits?","htmlText":"Nvidia delighted investors last week by announcing a 10-for-1 stock split. This move could signal a broader trend, as several prominent tech companies trade at prices high enough to consider similar splits, according to a note from Bank of America <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. The bank highlights 36 S&amp;P 500 companies with stock prices above $500, suggesting they might be candidates for splits. Among these are Broadcom (AVGO), Super Micro Computer (SMCI), ServiceNow (NOW), and Netflix (NFLX) <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. Booking Holdings (BKNG) could be high on the list as well, with shares priced over $3,500. Earlier this year, Booking initiated","listText":"Nvidia delighted investors last week by announcing a 10-for-1 stock split. This move could signal a broader trend, as several prominent tech companies trade at prices high enough to consider similar splits, according to a note from Bank of America <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. The bank highlights 36 S&amp;P 500 companies with stock prices above $500, suggesting they might be candidates for splits. Among these are Broadcom (AVGO), Super Micro Computer (SMCI), ServiceNow (NOW), and Netflix (NFLX) <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. Booking Holdings (BKNG) could be high on the list as well, with shares priced over $3,500. Earlier this year, Booking initiated","text":"Nvidia delighted investors last week by announcing a 10-for-1 stock split. This move could signal a broader trend, as several prominent tech companies trade at prices high enough to consider similar splits, according to a note from Bank of America $Bank of America(BAC)$ . The bank highlights 36 S&P 500 companies with stock prices above $500, suggesting they might be candidates for splits. Among these are Broadcom (AVGO), Super Micro Computer (SMCI), ServiceNow (NOW), and Netflix (NFLX) $Netflix(NFLX)$ . Booking Holdings (BKNG) could be high on the list as well, with shares priced over $3,500. Earlier this year, Booking initiated","images":[{"img":"https://community-static.tradeup.com/news/622834c9d1273fc8320a8c07acd72137","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310809867751544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310118699139304,"gmtCreate":1716717165858,"gmtModify":1716717169241,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310118699139304","repostId":"2438020784","repostType":4,"repost":{"id":"2438020784","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":1716696000,"share":"https://ttm.financial/m/news/2438020784?lang=&edition=fundamental","pubTime":"2024-05-26 12:00","market":"us","language":"en","title":"The Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?","url":"https://stock-news.laohu8.com/highlight/detail?id=2438020784","media":"Dow Jones","summary":"Investors appear more sensitive to rate-cut timing as earnings season winds down. Nvidia Corp. was supposed to ride to the stock market's rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.Investors struggled to shake off minutes of the Federal Reserve's April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren't yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.\"While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,\" said Louis Navellier, founder and chairman of Navellier & Associates, in a Friday note.\"Once again, we've seen investors stampede from one end of the Fedspectrum to the other,\" he wrote, noting that investors in late April were talking themselves","content":"<html><head></head><body><p>Investors appear more sensitive to rate-cut timing as earnings season winds down</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd9f979f2e92eca83494b9c0fe191bcb\" alt=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" title=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" tg-width=\"931\" tg-height=\"616\"/><span>Will worries about Jerome Powell and the Federal Reserve ruin summer?</span></p><p>Nvidia Corp. was supposed to ride to the stock market’s rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.</p><p style=\"text-align: start;\">Investors struggled to shake off minutes of the Federal Reserve’s April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren’t yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.</p><p>Investors get a three-day break, with U.S. market closed Monday for the Memorial Day holiday. Nervous types may worry over whether a renewed focus on when or whether rate cuts will arrive along with lofty valuations could set the stage for some summertime blues.</p><p>Stocks stalled on Wednesday. And while Nvidia shares soared Thursday to a first-ever close above $1,000, the S&amp;P 500 and Nasdaq logged another round of small losses, while the Dow Jones Industrial Average  slumped over 600 points for its worst day in over a year.</p><p>The softer tone arrived as investors appeared to shift their focus back to the rate path.</p><p>“While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,” said Louis Navellier, founder and chairman of Navellier &amp; Associates, in a Friday note.</p><p style=\"text-align: start;\">Thursday saw a purchasing managers index reading that showed an acceleration in activity in the services sector and a pickup in overall activity, ending a series of soft readings. The PMI data reinforced jitters about the Fed’s ability to deliver a September rate cut.</p><p style=\"text-align: start;\">Economists at Goldman Sachs on Friday pushed back their expectations for the first Fed rate cut of the cycle to September from July. The new Goldman forecast is in line with market expectations, which according to the CME FedWatch tool show a 54% chance of a cut in September, versus only a 12% chance in July.</p><p style=\"text-align: start;\">That compares to earlier in the week, when investors had priced in a roughly 80% probability of a rate hike by September, noted Tom Essaye, founder of Sevens Report Research, in a Friday note.</p><p style=\"text-align: start;\">There’s been real movement in rate expectations, he said, and that led to higher Treasury yields and weaker stocks. But it’s important to note that its investor perceptions that have changed, not the Fed.</p><p style=\"text-align: start;\">“Once again, we’ve seen investors stampede from one end of the Fed spectrum to the other,” he wrote, noting that investors in late April were talking themselves into rate hikes. Fed Chair Jerome Powell poured cold water on that prospect at his May 1 news conference, prompting investors to reverse the gamut, pricing in a nearly guaranteed September rate cut.</p><p style=\"text-align: start;\">“So, it’s not that the Wednesday and Thursday events were hawkish. They weren’t. It’s that the market (again) got too dovish in its expectations and the data from Wednesday and Thursday simply corrected that<br/>too-dovish opinion,” he said.</p><p style=\"text-align: start;\">Granted, the S&amp;P 500 remains just 0.3% off its record close set on Tuesday, while the Nasdaq Composite ended Friday at a record. The Dow Jones Industrial Average, despite Wednesday’s rout, remains 2.3% below its record finish after ending above the 40,000 milestone for the first time ever on May 17.</p><p>But investors may wonder what’s next for a rally that saw only a modest April pullback and that some contend may still be overdue for a more meaningful correction given lofty valuations.</p><p style=\"text-align: start;\">The S&amp;P 500’s price-to-earnings ratio based on the next 12-months earnings per share stands at 21.4, a 30.3% premium to its average since 2005, according CFRA Research.</p><p style=\"text-align: start;\">In fact, when Fed rate worries are out of the picture, valuations appear to be the only thing stock-market investors worry about, said Steven Ricchiuto, chief economist at Mizuho Americas, in a Wednesday note.</p><p style=\"text-align: start;\">He noted, however, that this year’s 11%-plus rise in the S&amp;P 500 matches the 11% to 12% rise in bottom-up earnings expectations for the full year. That’s kept valuations from getting stretched much further after last year’s market rally.</p><p style=\"text-align: start;\">”Although valuation considerations appear to be weighing on all but a handful of stocks, as long as the market-weight index keeps grinding higher, equity fund inflows will keep the market skewed to the upside, assuring dips will be seen as an opportunity to add to positions,” he wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?</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 Dow’s Shaky Week: Will Fed Rate Jitters Spark Bout of Summertime Blues?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-26 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors appear more sensitive to rate-cut timing as earnings season winds down</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd9f979f2e92eca83494b9c0fe191bcb\" alt=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" title=\"Will worries about Jerome Powell and the Federal Reserve ruin summer?\" tg-width=\"931\" tg-height=\"616\"/><span>Will worries about Jerome Powell and the Federal Reserve ruin summer?</span></p><p>Nvidia Corp. was supposed to ride to the stock market’s rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.</p><p style=\"text-align: start;\">Investors struggled to shake off minutes of the Federal Reserve’s April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren’t yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.</p><p>Investors get a three-day break, with U.S. market closed Monday for the Memorial Day holiday. Nervous types may worry over whether a renewed focus on when or whether rate cuts will arrive along with lofty valuations could set the stage for some summertime blues.</p><p>Stocks stalled on Wednesday. And while Nvidia shares soared Thursday to a first-ever close above $1,000, the S&amp;P 500 and Nasdaq logged another round of small losses, while the Dow Jones Industrial Average  slumped over 600 points for its worst day in over a year.</p><p>The softer tone arrived as investors appeared to shift their focus back to the rate path.</p><p>“While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,” said Louis Navellier, founder and chairman of Navellier &amp; Associates, in a Friday note.</p><p style=\"text-align: start;\">Thursday saw a purchasing managers index reading that showed an acceleration in activity in the services sector and a pickup in overall activity, ending a series of soft readings. The PMI data reinforced jitters about the Fed’s ability to deliver a September rate cut.</p><p style=\"text-align: start;\">Economists at Goldman Sachs on Friday pushed back their expectations for the first Fed rate cut of the cycle to September from July. The new Goldman forecast is in line with market expectations, which according to the CME FedWatch tool show a 54% chance of a cut in September, versus only a 12% chance in July.</p><p style=\"text-align: start;\">That compares to earlier in the week, when investors had priced in a roughly 80% probability of a rate hike by September, noted Tom Essaye, founder of Sevens Report Research, in a Friday note.</p><p style=\"text-align: start;\">There’s been real movement in rate expectations, he said, and that led to higher Treasury yields and weaker stocks. But it’s important to note that its investor perceptions that have changed, not the Fed.</p><p style=\"text-align: start;\">“Once again, we’ve seen investors stampede from one end of the Fed spectrum to the other,” he wrote, noting that investors in late April were talking themselves into rate hikes. Fed Chair Jerome Powell poured cold water on that prospect at his May 1 news conference, prompting investors to reverse the gamut, pricing in a nearly guaranteed September rate cut.</p><p style=\"text-align: start;\">“So, it’s not that the Wednesday and Thursday events were hawkish. They weren’t. It’s that the market (again) got too dovish in its expectations and the data from Wednesday and Thursday simply corrected that<br/>too-dovish opinion,” he said.</p><p style=\"text-align: start;\">Granted, the S&amp;P 500 remains just 0.3% off its record close set on Tuesday, while the Nasdaq Composite ended Friday at a record. The Dow Jones Industrial Average, despite Wednesday’s rout, remains 2.3% below its record finish after ending above the 40,000 milestone for the first time ever on May 17.</p><p>But investors may wonder what’s next for a rally that saw only a modest April pullback and that some contend may still be overdue for a more meaningful correction given lofty valuations.</p><p style=\"text-align: start;\">The S&amp;P 500’s price-to-earnings ratio based on the next 12-months earnings per share stands at 21.4, a 30.3% premium to its average since 2005, according CFRA Research.</p><p style=\"text-align: start;\">In fact, when Fed rate worries are out of the picture, valuations appear to be the only thing stock-market investors worry about, said Steven Ricchiuto, chief economist at Mizuho Americas, in a Wednesday note.</p><p style=\"text-align: start;\">He noted, however, that this year’s 11%-plus rise in the S&amp;P 500 matches the 11% to 12% rise in bottom-up earnings expectations for the full year. That’s kept valuations from getting stretched much further after last year’s market rally.</p><p style=\"text-align: start;\">”Although valuation considerations appear to be weighing on all but a handful of stocks, as long as the market-weight index keeps grinding higher, equity fund inflows will keep the market skewed to the upside, assuring dips will be seen as an opportunity to add to positions,” he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4587":"ChatGPT概念","LU0072462426.USD":"贝莱德全球配置 A2",".DJI":"道琼斯","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","BK4579":"人工智能",".SPX":"S&P 500 Index","BK4588":"碎股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438020784","content_text":"Investors appear more sensitive to rate-cut timing as earnings season winds downWill worries about Jerome Powell and the Federal Reserve ruin summer?Nvidia Corp. was supposed to ride to the stock market’s rescue this past week. Instead, it rode alone to a record finish after blowout earnings, while stock-market indexes stalled.Investors struggled to shake off minutes of the Federal Reserve’s April 30-May 1 meeting, released Wednesday, that reminded them that policymakers aren’t yet comfortable with cutting interest rates soon and, if needed, would be willing to start hiking again.Investors get a three-day break, with U.S. market closed Monday for the Memorial Day holiday. Nervous types may worry over whether a renewed focus on when or whether rate cuts will arrive along with lofty valuations could set the stage for some summertime blues.Stocks stalled on Wednesday. And while Nvidia shares soared Thursday to a first-ever close above $1,000, the S&P 500 and Nasdaq logged another round of small losses, while the Dow Jones Industrial Average  slumped over 600 points for its worst day in over a year.The softer tone arrived as investors appeared to shift their focus back to the rate path.“While during the heart of the earnings season, it appeared that stocks had become more disconnected from short-term interest rate moves, as earnings slowed down the sensitivity to the forecasts for a Fed rate cut has loomed larger,” said Louis Navellier, founder and chairman of Navellier & Associates, in a Friday note.Thursday saw a purchasing managers index reading that showed an acceleration in activity in the services sector and a pickup in overall activity, ending a series of soft readings. The PMI data reinforced jitters about the Fed’s ability to deliver a September rate cut.Economists at Goldman Sachs on Friday pushed back their expectations for the first Fed rate cut of the cycle to September from July. The new Goldman forecast is in line with market expectations, which according to the CME FedWatch tool show a 54% chance of a cut in September, versus only a 12% chance in July.That compares to earlier in the week, when investors had priced in a roughly 80% probability of a rate hike by September, noted Tom Essaye, founder of Sevens Report Research, in a Friday note.There’s been real movement in rate expectations, he said, and that led to higher Treasury yields and weaker stocks. But it’s important to note that its investor perceptions that have changed, not the Fed.“Once again, we’ve seen investors stampede from one end of the Fed spectrum to the other,” he wrote, noting that investors in late April were talking themselves into rate hikes. Fed Chair Jerome Powell poured cold water on that prospect at his May 1 news conference, prompting investors to reverse the gamut, pricing in a nearly guaranteed September rate cut.“So, it’s not that the Wednesday and Thursday events were hawkish. They weren’t. It’s that the market (again) got too dovish in its expectations and the data from Wednesday and Thursday simply corrected thattoo-dovish opinion,” he said.Granted, the S&P 500 remains just 0.3% off its record close set on Tuesday, while the Nasdaq Composite ended Friday at a record. The Dow Jones Industrial Average, despite Wednesday’s rout, remains 2.3% below its record finish after ending above the 40,000 milestone for the first time ever on May 17.But investors may wonder what’s next for a rally that saw only a modest April pullback and that some contend may still be overdue for a more meaningful correction given lofty valuations.The S&P 500’s price-to-earnings ratio based on the next 12-months earnings per share stands at 21.4, a 30.3% premium to its average since 2005, according CFRA Research.In fact, when Fed rate worries are out of the picture, valuations appear to be the only thing stock-market investors worry about, said Steven Ricchiuto, chief economist at Mizuho Americas, in a Wednesday note.He noted, however, that this year’s 11%-plus rise in the S&P 500 matches the 11% to 12% rise in bottom-up earnings expectations for the full year. That’s kept valuations from getting stretched much further after last year’s market rally.”Although valuation considerations appear to be weighing on all but a handful of stocks, as long as the market-weight index keeps grinding higher, equity fund inflows will keep the market skewed to the upside, assuring dips will be seen as an opportunity to add to positions,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307934887174272,"gmtCreate":1716183267782,"gmtModify":1716183269687,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$ </a>&nbsp;","text":"$Berkshire Hathaway(BRK.B)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307934887174272","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307792201633856,"gmtCreate":1716179833331,"gmtModify":1716183252657,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade&nbsp; is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen&nbsp;","listText":"Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade&nbsp; is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen&nbsp;","text":"Wow I would love to no the secrets on how to make my own millions of dollars thru this tiger trade is there any other out there that feels the same as me maybe if we can chat about it more with each other we.might be able to make it happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307792201633856","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307738625843440,"gmtCreate":1716166756225,"gmtModify":1716170687548,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LOT\">$Lotus Technology(LOT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LOT\">$Lotus Technology(LOT)$ </a>&nbsp;","text":"$Lotus Technology(LOT)$","images":[{"img":"https://community-static.tradeup.com/news/bd65ca70302ea3a047652bf2ea68d7bf","width":"1080","height":"1759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307738625843440","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251374572023856,"gmtCreate":1702378916487,"gmtModify":1702385492505,"author":{"id":"4158659970226512","authorId":"4158659970226512","name":"satisfied","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158659970226512","authorIdStr":"4158659970226512"},"themes":[],"htmlText":"Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it&nbsp;","listText":"Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it&nbsp;","text":"Hi im here to learn about investing and hopefully make it work if there is any other out there that could help me I would greatly appreciate it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251374572023856","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}