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CraftyCats1971

CraftyCats1971

Kiwi forward thinker, broadening my financial trading horizons.

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04-27

[Cool] [Smug] [Surprised]

Tesla to Lay off 693 Employees in Nevada, Government Notice Says

04-27

And we're off!!!

Pre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%

05-02

Worthwhile investment tips!

3 Undervalued Chinese Stocks That Can Double Before the End of 2024

05-01

Golden!

Pot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug

04-30

Thoughts on this?

Option Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment

04-30

What's the trend here?

Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust

04-28

What's the concensus

Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?

04-27

Glad to be following these options.

@MaverickWealthBuilder:BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?

04-27

I found this a really interesting read. Spare your time today! Positive trading!

Fed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March

04-26

Microsoft advantage, might be my advantage. Happy Trading!

Microsoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion

04-25

Hey All. This is my virginal post, one of many more to come! Please feel free to like & repost

@JC888:MSFT: Make or Break on 25 April 2024?

Go to Tiger App to see more news

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The reasons include regulatory hurdles for the corporate sector, macroeconomic headwinds and geopolitical factors. However, there is no doubt that some high-quality businesses in China could be invested in. The negative sentiments are, therefore, an excellent opportunity to accumulate undervalued Chinese stocks.Further, with the development and launch of new models, delivery growth is likely to remain stellar. The Li L6, a five-seat premium family SUV, w","content":"<html><head></head><body><ul style=\"\"><li><p>These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.</p></li><li><p><strong>Li Auto </strong>(<strong><u>LI</u></strong>): Strong cash buffer that will enable investment in an aggressive expansion of the retail network in China.</p></li><li><p><strong>Miniso Group</strong> (<strong><u>MNSO</u></strong>): Stellar revenue growth coupled with adjusted EBITDA margin expansion that’s backed by the aggressive opening of new stores globally.</p></li><li><p><strong>JD.com</strong> (<strong><u>JD</u></strong>): Steady revenue growth in the last few years coupled with robust cash flows that allow investment in emerging businesses.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d081a389691069f6a64cc02ec5920fc\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Creativa Images / Shutterstock,com</p><p>Chinese stocks have been depressed for an extended period. The reasons include regulatory hurdles for the corporate sector, macroeconomic headwinds and geopolitical factors. However, there is no doubt that some high-quality businesses in China could be invested in. The negative sentiments are, therefore, an excellent opportunity to accumulate undervalued Chinese stocks.</p><p>For 2024, it’s estimated that China’s GDP will increase by 4.6%. This growth is likely amidst the challenges faced by the real estate sector. China also faces issues related to overcapacity. It’s, however, worth noting that China is a big economy. Some sectors will grow at a healthy pace, while others will grow at a muted pace. At the same time, economic sectors will go through a recession.</p><p>My point is that there will continue to be attractive investment opportunities. With a broad market remaining depressed, it’s an excellent time to accumulate undervalued Chinese stocks. I believe these stocks are poised to surge higher, considering positive business catalysts.</p><h2 id=\"id_1935101079\">Li Auto (LI)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00cfa1ea916bb1d39e47bc93da58fd95\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Robert Way / Shutterstock.com</p><p><strong>Li Auto</strong> (NASDAQ:<strong><u>LI</u></strong>) is among the most undervalued Chinese stocks to buy. The stock trades at a forward price-earnings ratio of 13.5, and with robust revenue growth, I expect a quick double from current levels.</p><p>It’s worth noting that Chinese EV makers like <strong>Nio</strong> (NYSE:<strong><u>NIO</u></strong>) and <strong>XPeng</strong> (NYSE:<strong><u>XPEV</u></strong>) have been struggling. However, that’s not the case with Li Auto. The Company continues to report healthy delivery growth coupled with robust vehicle margins.</p><p>Li Auto ended 2023 with a strong cash buffer of $14.6 billion. Further, with strong free cash flows, the Company has high financial flexibility to pursue aggressive growth. Li has exclusively focused on expanding its retail network within China. Considering the financial flexibility, I expect Li auAutoo to explore international markets in the next 24 months. That’s another impending growth catalyst.</p><p>Further, with the development and launch of new models, delivery growth is likely to remain stellar. The Li L6, a five-seat premium family SUV, was launched recently. The car has received an excellent initial response.</p><h2 id=\"id_531235800\">Miniso Group (MNSO)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f24936a27ff4da617ece6cf94a77f463\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/Hendrick Wu</p><p><strong>Miniso Group</strong> (NYSE:<strong><u>MNSO</u></strong>) stock is another undervalued Chinese stock to buy for quick returns. MNSO stock trades at a forward price-earnings ratio of 19 and offers a dividend yield of 1.74%. With stellar revenue growth coupled with adjusted EBITDA margin expansion, it’s a matter of time before MNSO stock surges.</p><p>For Q2 2024, the lifestyle retailer reported revenue growth of 54% on a year-on-year basis to $541 million. This growth was driven by aggressively opening new stores in China and internationally. Further, Miniso reported an adjusted EBITDA margin of 25.9% for the quarter, which was higher by 200 basis points on a year-on-year basis.</p><p>With Miniso targeting to open 900 to 1,100 stores annually between 2024 and 2028, I expect robust growth to sustain. At the same time, the dividend upside will likely remain healthy on the back of higher cash flows. Considering these positives, MNSO stock trades at a valuation gap, and I expect a significant rally relatively soon.</p><h2 id=\"id_2479028221\">JD.com (JD)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3b70b98259fdebdf50cd16c56733b27\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p><strong>JD.com</strong> (NASDAQ:<strong><u>JD</u></strong>) was among the hottest stocks during the euphoric rally of 2021. The stock had surged above $100, backed by positive business developments and industry tailwinds. However, regulatory headwinds coupled with a shift in shopping trends in a post-pandemic world translated into a deep correction for JD stock.</p><p>At current levels of $30, JD stock seems undervalued and poised for a significant reversal rally. My view is underscored by the fact that the stock trades at a forward price-earnings ratio of 9.6. Further, JD stock offers a dividend yield of 2.5%.</p><p>An important point to note is that between 2018 and 2023, JD.com has delivered revenue growth at a CAGR of 19%. Besides healthy top-line growth, the Company’s profitability makes JD stock attractive.</p><p>To put things into perspective, the Company reported operating cash flow of $8.4 billion for 2023. This provides ample flexibility for investment in the Company’s emerging businesses. Further, the core business of JD Retail and JD Logistics has ample scope for growth and penetration within China.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued Chinese Stocks That Can Double Before the End of 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued Chinese Stocks That Can Double Before the End of 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-02 16:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/3-undervalued-chinese-stocks-that-can-double-before-the-end-of-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.Li Auto (LI): Strong cash buffer that will enable investment in an aggressive expansion of the retail ...</p>\n\n<a href=\"https://investorplace.com/2024/05/3-undervalued-chinese-stocks-that-can-double-before-the-end-of-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","XPEV":"小鹏汽车","LI":"理想汽车","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4532":"文艺复兴科技持仓","MNSO":"名创优品","BK4531":"中概回港概念","09866":"蔚来-SW","09618":"京东集团-SW","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4558":"双十一","BK4509":"腾讯概念","BK4114":"综合货品商店","BK4220":"综合零售","BK4524":"宅经济概念","IE0008368742.USD":"首域中国增长基金I Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","NIO.SI":"蔚来","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4574":"无人驾驶","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4505":"高瓴资本持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4581":"高盛持仓","NIO":"蔚来"},"source_url":"https://investorplace.com/2024/05/3-undervalued-chinese-stocks-that-can-double-before-the-end-of-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432521906","content_text":"These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.Li Auto (LI): Strong cash buffer that will enable investment in an aggressive expansion of the retail network in China.Miniso Group (MNSO): Stellar revenue growth coupled with adjusted EBITDA margin expansion that’s backed by the aggressive opening of new stores globally.JD.com (JD): Steady revenue growth in the last few years coupled with robust cash flows that allow investment in emerging businesses.Source: Creativa Images / Shutterstock,comChinese stocks have been depressed for an extended period. The reasons include regulatory hurdles for the corporate sector, macroeconomic headwinds and geopolitical factors. However, there is no doubt that some high-quality businesses in China could be invested in. The negative sentiments are, therefore, an excellent opportunity to accumulate undervalued Chinese stocks.For 2024, it’s estimated that China’s GDP will increase by 4.6%. This growth is likely amidst the challenges faced by the real estate sector. China also faces issues related to overcapacity. It’s, however, worth noting that China is a big economy. Some sectors will grow at a healthy pace, while others will grow at a muted pace. At the same time, economic sectors will go through a recession.My point is that there will continue to be attractive investment opportunities. With a broad market remaining depressed, it’s an excellent time to accumulate undervalued Chinese stocks. I believe these stocks are poised to surge higher, considering positive business catalysts.Li Auto (LI)Source: Robert Way / Shutterstock.comLi Auto (NASDAQ:LI) is among the most undervalued Chinese stocks to buy. The stock trades at a forward price-earnings ratio of 13.5, and with robust revenue growth, I expect a quick double from current levels.It’s worth noting that Chinese EV makers like Nio (NYSE:NIO) and XPeng (NYSE:XPEV) have been struggling. However, that’s not the case with Li Auto. The Company continues to report healthy delivery growth coupled with robust vehicle margins.Li Auto ended 2023 with a strong cash buffer of $14.6 billion. Further, with strong free cash flows, the Company has high financial flexibility to pursue aggressive growth. Li has exclusively focused on expanding its retail network within China. Considering the financial flexibility, I expect Li auAutoo to explore international markets in the next 24 months. That’s another impending growth catalyst.Further, with the development and launch of new models, delivery growth is likely to remain stellar. The Li L6, a five-seat premium family SUV, was launched recently. The car has received an excellent initial response.Miniso Group (MNSO)Source: shutterstock.com/Hendrick WuMiniso Group (NYSE:MNSO) stock is another undervalued Chinese stock to buy for quick returns. MNSO stock trades at a forward price-earnings ratio of 19 and offers a dividend yield of 1.74%. With stellar revenue growth coupled with adjusted EBITDA margin expansion, it’s a matter of time before MNSO stock surges.For Q2 2024, the lifestyle retailer reported revenue growth of 54% on a year-on-year basis to $541 million. This growth was driven by aggressively opening new stores in China and internationally. Further, Miniso reported an adjusted EBITDA margin of 25.9% for the quarter, which was higher by 200 basis points on a year-on-year basis.With Miniso targeting to open 900 to 1,100 stores annually between 2024 and 2028, I expect robust growth to sustain. At the same time, the dividend upside will likely remain healthy on the back of higher cash flows. Considering these positives, MNSO stock trades at a valuation gap, and I expect a significant rally relatively soon.JD.com (JD)Source: Michael Vi / Shutterstock.comJD.com (NASDAQ:JD) was among the hottest stocks during the euphoric rally of 2021. The stock had surged above $100, backed by positive business developments and industry tailwinds. However, regulatory headwinds coupled with a shift in shopping trends in a post-pandemic world translated into a deep correction for JD stock.At current levels of $30, JD stock seems undervalued and poised for a significant reversal rally. My view is underscored by the fact that the stock trades at a forward price-earnings ratio of 9.6. Further, JD stock offers a dividend yield of 2.5%.An important point to note is that between 2018 and 2023, JD.com has delivered revenue growth at a CAGR of 19%. Besides healthy top-line growth, the Company’s profitability makes JD stock attractive.To put things into perspective, the Company reported operating cash flow of $8.4 billion for 2023. This provides ample flexibility for investment in the Company’s emerging businesses. Further, the core business of JD Retail and JD Logistics has ample scope for growth and penetration within China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301058388795464,"gmtCreate":1714520097812,"gmtModify":1714520101115,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Golden!","listText":"Golden!","text":"Golden!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301058388795464","repostId":"2432583120","repostType":2,"repost":{"id":"2432583120","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714519800,"share":"https://ttm.financial/m/news/2432583120?lang=&edition=fundamental","pubTime":"2024-05-01 07:30","market":"us","language":"en","title":"Pot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug","url":"https://stock-news.laohu8.com/highlight/detail?id=2432583120","media":"Reuters","summary":"April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.U.S.-listed shares of Cr","content":"<html><head></head><body><p>April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.</p><p>U.S.-listed shares of Cronos Group , Tilray Brands and Canopy Growth rose between 15.3% and 78.9%, while ETF AdvisorShares Pure US Cannabis soared 24.8%.</p><p>Canada-listed Green Thumb Industries and Trulieve Cannabis were also up 26.6% and 37.3%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a48d6d79a97fa90e1e2bb5d0b1fb55\" tg-width=\"389\" tg-height=\"925\"/></p><p>Cannabis firms are taxed under section 280E as a part of Schedule I drug, which disallows them from deducting normal business expenses from their profit, increasing tax burden for the companies. Reclassifying to Schedule III would eliminate this tax, helping towards their profitability.</p><p>&#34;This would result in meaningful cash benefits for operators and we estimate a cash benefit upwards of $150 mln,&#34; Alliance Global Partners analyst Aaron Grey said in a note.</p><p>The proposal, which, if finalized, could potentially be the most significant shift in federal cannabis policy in 40 years, is being sent to the White House Office of Management and Budget for review and to finalize the rule-making process, sources told Reuters.</p><p>The reclassification will not legalize marijuana outright for recreational use.</p><p>Shares of U.S.-listed marijuana companies had similarly soared in 2019 after Canada legalized recreational marijuana use, but the rally collapsed the following year as underwhelming revenue numbers failed to justify their sky-high valuations.</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>Pot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug</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\">\nPot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-05-01 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.</p><p>U.S.-listed shares of Cronos Group , Tilray Brands and Canopy Growth rose between 15.3% and 78.9%, while ETF AdvisorShares Pure US Cannabis soared 24.8%.</p><p>Canada-listed Green Thumb Industries and Trulieve Cannabis were also up 26.6% and 37.3%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a48d6d79a97fa90e1e2bb5d0b1fb55\" tg-width=\"389\" tg-height=\"925\"/></p><p>Cannabis firms are taxed under section 280E as a part of Schedule I drug, which disallows them from deducting normal business expenses from their profit, increasing tax burden for the companies. Reclassifying to Schedule III would eliminate this tax, helping towards their profitability.</p><p>&#34;This would result in meaningful cash benefits for operators and we estimate a cash benefit upwards of $150 mln,&#34; Alliance Global Partners analyst Aaron Grey said in a note.</p><p>The proposal, which, if finalized, could potentially be the most significant shift in federal cannabis policy in 40 years, is being sent to the White House Office of Management and Budget for review and to finalize the rule-making process, sources told Reuters.</p><p>The reclassification will not legalize marijuana outright for recreational use.</p><p>Shares of U.S.-listed marijuana companies had similarly soared in 2019 after Canada legalized recreational marijuana use, but the rally collapsed the following year as underwhelming revenue numbers failed to justify their sky-high valuations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRON":"Cronos Group Inc.","BK4547":"WSB热门概念","MSOS":"AdvisorShares Pure US Cannabis ETF","ACB":"奥罗拉大麻公司","MJ":"Amplify Alternative Harvest ETF","SNDL":"SNDL Inc.","BK4007":"制药","CGC":"Canopy Growth Corporation","BK4557":"大麻股","TLRY":"Tilray Inc."},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432583120","content_text":"April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.U.S.-listed shares of Cronos Group , Tilray Brands and Canopy Growth rose between 15.3% and 78.9%, while ETF AdvisorShares Pure US Cannabis soared 24.8%.Canada-listed Green Thumb Industries and Trulieve Cannabis were also up 26.6% and 37.3%, respectively.Cannabis firms are taxed under section 280E as a part of Schedule I drug, which disallows them from deducting normal business expenses from their profit, increasing tax burden for the companies. Reclassifying to Schedule III would eliminate this tax, helping towards their profitability.\"This would result in meaningful cash benefits for operators and we estimate a cash benefit upwards of $150 mln,\" Alliance Global Partners analyst Aaron Grey said in a note.The proposal, which, if finalized, could potentially be the most significant shift in federal cannabis policy in 40 years, is being sent to the White House Office of Management and Budget for review and to finalize the rule-making process, sources told Reuters.The reclassification will not legalize marijuana outright for recreational use.Shares of U.S.-listed marijuana companies had similarly soared in 2019 after Canada legalized recreational marijuana use, but the rally collapsed the following year as underwhelming revenue numbers failed to justify their sky-high valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300812447354944,"gmtCreate":1714460062034,"gmtModify":1714460066594,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Thoughts on this?","listText":"Thoughts on this?","text":"Thoughts on this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300812447354944","repostId":"1138672873","repostType":4,"repost":{"id":"1138672873","kind":"news","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1714383087,"share":"https://ttm.financial/m/news/1138672873?lang=&edition=fundamental","pubTime":"2024-04-29 17:31","market":"us","language":"en","title":"Option Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1138672873","media":"Option Movers","summary":"U.S. stocks closed higher on Friday (April 29), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderat","content":"<html><head></head><body><p>U.S. stocks closed higher on Friday (April 26), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderate inflation data.</p><p>Regarding the options market, a total volume of 44,051,805 contracts was traded on Friday.</p><h2 id=\"id_3576562674\">Top 10 Option Volumes</h2><p>Top 10:<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/INTC\">INTC</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a>; <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>; <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>; <a href=\"https://laohu8.com/S/SNAP\">SNAP</a>; <a href=\"https://laohu8.com/S/AMD\">AMD</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de36fc41452794508499271003d71705\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1836\"/><span>Source: Tiger Trade App</span></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board authorized the repurchase of up to $70 billion in stock. Alphabet shares gained 10%. The company’s market cap crossed $2 trillion, making Alphabet the fourth U.S. company to reach that milestone, joining Apple, Nvidia, and Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3581acce8f1299cc6b9eabd296618404\" title=\"Source: Tiger Trade App\" tg-width=\"535\" tg-height=\"370\"/><span>Source: Tiger Trade App</span></p><p>A total number of 1.02 million options related to GOOGL shares was traded, of which call options accounted for 73%. A particularly high trading volume was seen for the $175 strike call option expiring this Friday, with a total number of 64,107 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/GOOGL%2020240503%20175.0%20CALL\" title=\"$GOOGL 20240503 175.0 CALL$\" target=\"_blank\" class=\"\">$GOOGL 20240503 175.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d0797186ca2ac100a3bfa53d3535ea2\" title=\"Source: Market Chameleon\" tg-width=\"921\" tg-height=\"277\"/><span>Source: Market Chameleon</span></p><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> jumped 6.2% on Friday, following strong earnings from big tech companies including Microsoft and Alphabet. Notably, the earnings highlighted the strong demand for AI solutions, including cutting-edge AI chips that power most AI applications. These chips are developed by Nvidia and its peers.</p><p>A total number of 2.7 million options related to NVDA shares was traded. A particularly high trading volume was seen for the $900 strike call option, with a total number of 91,670 open interest as of Friday.</p><p><a href=\"https://ttm.financial/OPT/NVDA%2020240503%20900.0%20CALL\" title=\"$NVDA 20240503 900.0 CALL$\" target=\"_blank\" class=\"\">$NVDA 20240503 900.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7aedbd5ef2f594b3074e3c5b4c2a855\" title=\"Source: Market Chameleon\" tg-width=\"885\" tg-height=\"264\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders bought a net equivalent of 4,670,170 shares of Nvidia stock. The largest bullish delta came from buying calls.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e843770c7af6cb68995e6e79cc587759\" title=\"Source: Market Chameleon\" tg-width=\"762\" tg-height=\"571\"/><span>Source: Market Chameleon</span></p><h2 id=\"id_3981641929\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a3c08de9a789c5e4caf63f00465da41\" title=\"Source: Market Chameleon\" tg-width=\"1273\" tg-height=\"339\"/><span>Source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a> shares spiked 27.6% on Friday after beating Wall Street&#39;s expectations for quarterly revenue and user growth, as improvements to its advertising system delivered results faster than anticipated.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c6f3124a99e505b4bb3b62a510a2174\" title=\"Source: Tiger Trade App\" tg-width=\"793\" tg-height=\"622\"/><span>Source: Tiger Trade App</span></p><p>A total number of 689.2K options related to Snap shares was traded, of which 65% were call options. A particularly high trading volume was seen for the $15 strike call option expiring May 15, with a total number of 41,240 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/SNAP%2020240503%2015.0%20CALL\" title=\"$SNAP 20240503 15.0 CALL$\" target=\"_blank\" class=\"\">$SNAP 20240503 15.0 CALL$</a></p><h2 id=\"id_3782719409\">TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/SOFI\">SOFI</a>; <a href=\"https://laohu8.com/S/GME\">GME</a>; <a href=\"https://laohu8.com/S/C\">C</a>; <a href=\"https://laohu8.com/S/BAC\">BAC</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/LCID\">LCID</a>; <a href=\"https://laohu8.com/S/GOOG\">GOOG</a>; <a href=\"https://laohu8.com/S/PAA\">PAA</a>; <a href=\"https://laohu8.com/S/SMCI\">SMCI</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/DNN\">DNN</a>; <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/EPD\">EPD</a>; <a href=\"https://laohu8.com/S/T\">T</a>; <a href=\"https://laohu8.com/S/RIVN\">RIVN</a>; <a href=\"https://laohu8.com/S/MARA\">MARA</a>; <a href=\"https://laohu8.com/S/GOLD\">GOLD</a>; <a href=\"https://laohu8.com/S/AG\">AG</a>; <a href=\"https://laohu8.com/S/FCX\">FCX</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e17501f19912619912bd133edfef79fe\" title=\"Source: Market Chameleon\" tg-width=\"931\" tg-height=\"502\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders sold a net equivalent of -2,016,612 shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock. The largest bearish delta came from selling calls. The largest delta volume came from the 26-Apr-24 170 Call, with traders getting short 6,930,744 deltas on the single option contract.</p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></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>Option Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment </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\">\nOption Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2024-04-29 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks closed higher on Friday (April 26), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderate inflation data.</p><p>Regarding the options market, a total volume of 44,051,805 contracts was traded on Friday.</p><h2 id=\"id_3576562674\">Top 10 Option Volumes</h2><p>Top 10:<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/INTC\">INTC</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a>; <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>; <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>; <a href=\"https://laohu8.com/S/SNAP\">SNAP</a>; <a href=\"https://laohu8.com/S/AMD\">AMD</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de36fc41452794508499271003d71705\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1836\"/><span>Source: Tiger Trade App</span></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board authorized the repurchase of up to $70 billion in stock. Alphabet shares gained 10%. The company’s market cap crossed $2 trillion, making Alphabet the fourth U.S. company to reach that milestone, joining Apple, Nvidia, and Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3581acce8f1299cc6b9eabd296618404\" title=\"Source: Tiger Trade App\" tg-width=\"535\" tg-height=\"370\"/><span>Source: Tiger Trade App</span></p><p>A total number of 1.02 million options related to GOOGL shares was traded, of which call options accounted for 73%. A particularly high trading volume was seen for the $175 strike call option expiring this Friday, with a total number of 64,107 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/GOOGL%2020240503%20175.0%20CALL\" title=\"$GOOGL 20240503 175.0 CALL$\" target=\"_blank\" class=\"\">$GOOGL 20240503 175.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d0797186ca2ac100a3bfa53d3535ea2\" title=\"Source: Market Chameleon\" tg-width=\"921\" tg-height=\"277\"/><span>Source: Market Chameleon</span></p><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> jumped 6.2% on Friday, following strong earnings from big tech companies including Microsoft and Alphabet. Notably, the earnings highlighted the strong demand for AI solutions, including cutting-edge AI chips that power most AI applications. These chips are developed by Nvidia and its peers.</p><p>A total number of 2.7 million options related to NVDA shares was traded. A particularly high trading volume was seen for the $900 strike call option, with a total number of 91,670 open interest as of Friday.</p><p><a href=\"https://ttm.financial/OPT/NVDA%2020240503%20900.0%20CALL\" title=\"$NVDA 20240503 900.0 CALL$\" target=\"_blank\" class=\"\">$NVDA 20240503 900.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7aedbd5ef2f594b3074e3c5b4c2a855\" title=\"Source: Market Chameleon\" tg-width=\"885\" tg-height=\"264\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders bought a net equivalent of 4,670,170 shares of Nvidia stock. The largest bullish delta came from buying calls.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e843770c7af6cb68995e6e79cc587759\" title=\"Source: Market Chameleon\" tg-width=\"762\" tg-height=\"571\"/><span>Source: Market Chameleon</span></p><h2 id=\"id_3981641929\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a3c08de9a789c5e4caf63f00465da41\" title=\"Source: Market Chameleon\" tg-width=\"1273\" tg-height=\"339\"/><span>Source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a> shares spiked 27.6% on Friday after beating Wall Street&#39;s expectations for quarterly revenue and user growth, as improvements to its advertising system delivered results faster than anticipated.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c6f3124a99e505b4bb3b62a510a2174\" title=\"Source: Tiger Trade App\" tg-width=\"793\" tg-height=\"622\"/><span>Source: Tiger Trade App</span></p><p>A total number of 689.2K options related to Snap shares was traded, of which 65% were call options. A particularly high trading volume was seen for the $15 strike call option expiring May 15, with a total number of 41,240 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/SNAP%2020240503%2015.0%20CALL\" title=\"$SNAP 20240503 15.0 CALL$\" target=\"_blank\" class=\"\">$SNAP 20240503 15.0 CALL$</a></p><h2 id=\"id_3782719409\">TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/SOFI\">SOFI</a>; <a href=\"https://laohu8.com/S/GME\">GME</a>; <a href=\"https://laohu8.com/S/C\">C</a>; <a href=\"https://laohu8.com/S/BAC\">BAC</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/LCID\">LCID</a>; <a href=\"https://laohu8.com/S/GOOG\">GOOG</a>; <a href=\"https://laohu8.com/S/PAA\">PAA</a>; <a href=\"https://laohu8.com/S/SMCI\">SMCI</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/DNN\">DNN</a>; <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/EPD\">EPD</a>; <a href=\"https://laohu8.com/S/T\">T</a>; <a href=\"https://laohu8.com/S/RIVN\">RIVN</a>; <a href=\"https://laohu8.com/S/MARA\">MARA</a>; <a href=\"https://laohu8.com/S/GOLD\">GOLD</a>; <a href=\"https://laohu8.com/S/AG\">AG</a>; <a href=\"https://laohu8.com/S/FCX\">FCX</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e17501f19912619912bd133edfef79fe\" title=\"Source: Market Chameleon\" tg-width=\"931\" tg-height=\"502\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders sold a net equivalent of -2,016,612 shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock. The largest bearish delta came from selling calls. The largest delta volume came from the 26-Apr-24 170 Call, with traders getting short 6,930,744 deltas on the single option contract.</p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","SNAP":"Snap Inc","GOOG":"谷歌","MSFT":"微软","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138672873","content_text":"U.S. stocks closed higher on Friday (April 26), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderate inflation data.Regarding the options market, a total volume of 44,051,805 contracts was traded on Friday.Top 10 Option VolumesTop 10:TSLA; NVDA; GOOGL; META; INTC; MSFT; AMZN; AAPL; SNAP; AMDSource: Tiger Trade AppAlphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board authorized the repurchase of up to $70 billion in stock. Alphabet shares gained 10%. The company’s market cap crossed $2 trillion, making Alphabet the fourth U.S. company to reach that milestone, joining Apple, Nvidia, and Microsoft.Source: Tiger Trade AppA total number of 1.02 million options related to GOOGL shares was traded, of which call options accounted for 73%. A particularly high trading volume was seen for the $175 strike call option expiring this Friday, with a total number of 64,107 options contracts trading as of Friday.$GOOGL 20240503 175.0 CALL$Source: Market ChameleonShares of Nvidia jumped 6.2% on Friday, following strong earnings from big tech companies including Microsoft and Alphabet. Notably, the earnings highlighted the strong demand for AI solutions, including cutting-edge AI chips that power most AI applications. These chips are developed by Nvidia and its peers.A total number of 2.7 million options related to NVDA shares was traded. A particularly high trading volume was seen for the $900 strike call option, with a total number of 91,670 open interest as of Friday.$NVDA 20240503 900.0 CALL$Source: Market ChameleonBased on option delta volume, traders bought a net equivalent of 4,670,170 shares of Nvidia stock. The largest bullish delta came from buying calls.Source: Market ChameleonUnusual Options ActivitySource: Market ChameleonSnap shares spiked 27.6% on Friday after beating Wall Street's expectations for quarterly revenue and user growth, as improvements to its advertising system delivered results faster than anticipated.Source: Tiger Trade AppA total number of 689.2K options related to Snap shares was traded, of which 65% were call options. A particularly high trading volume was seen for the $15 strike call option expiring May 15, with a total number of 41,240 options contracts trading as of Friday.$SNAP 20240503 15.0 CALL$TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: NVDA; SOFI; GME; C; BAC; META; LCID; GOOG; PAA; SMCITop 10 bearish stocks: TSLA; DNN; F; EPD; T; RIVN; MARA; GOLD; AG; FCXSource: Market ChameleonBased on option delta volume, traders sold a net equivalent of -2,016,612 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 26-Apr-24 170 Call, with traders getting short 6,930,744 deltas on the single option contract.If you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300663904153664,"gmtCreate":1714423796603,"gmtModify":1714423801066,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"What's the trend here?","listText":"What's the trend here?","text":"What's the trend here?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300663904153664","repostId":"2431851330","repostType":2,"repost":{"id":"2431851330","kind":"highlight","pubTimestamp":1714402302,"share":"https://ttm.financial/m/news/2431851330?lang=&edition=fundamental","pubTime":"2024-04-29 22:51","market":"us","language":"en","title":"Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust","url":"https://stock-news.laohu8.com/highlight/detail?id=2431851330","media":"InvestorPlace","summary":"Here's why Microsoft remains one of the top Magnificent 7 options to own, despite the impressive rise in MSFT stock investors have seen.","content":"<html><head></head><body><ul style=\"\"><li><p>Shares of <strong>Microsoft </strong>(<strong>MSFT</strong>) have outperformed the broader market, in large part due to the company’s AI integrations.</p></li><li><p>Driving much of the company’s recent hype has been its integration of Phi-3 Mini, the first of three new small AI models.</p></li><li><p>Microsoft has continued to grow its reach in this space organically and via partnerships.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c7a5c9a00ebb3fc523328e38d92e38e\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: The Art of Pics / Shutterstock.com</p><p>For investors looking at stocks in the Magnificent 7 group, <strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) stock could be the best choice in the bunch.</p><p>A strong player in the AI, cloud, and software markets, Microsoft really provides the durable long-term growth profile most investors are after.</p><p>Indeed, the company’s recent increased focus on its AI investments are what’s driving most of the demand around MSFT stock in recent months.</p><p>Microsoft has announced its expansion plans this year with its $2.9 billion investment in its Japan-based AI cloud infrastructure.</p><p>In Q4, the company saw a 24% increase in cloud revenue and AI, which is integrated across its tech segments.</p><p>Accordingly, it’s clear that Microsoft is positioned for more growth in both sectors. Let’s dive into why this stock could be the preferable way to play big cap tech right now.</p><h2 id=\"id_1439022492\">A Closer Look at MSFT Stock</h2><p>Microsoft’s upcoming quarterly reports could reveal it’s gaining ground on cloud-computing leader <strong>Amazon</strong> (NASDAQ:<strong><u>AMZN</u></strong>), thanks to its innovative AI features powered by OpenAI.</p><p>The Redmond-based company has outpaced Amazon and Google with tools like Copilot, which was introduced for $30 a month last November.</p><p>RBC Capital Markets’ Rishi Jaluria noted that Azure is reaping the benefits of Microsoft’s AI strategy, foreseeing Microsoft gaining ground on Amazon.</p><p>He also expects cloud providers to profit from technology spending, stabilizing despite economic uncertainty. </p><p>Notably, Microsoft has also introduced Phi-3 Mini, a smaller AI model with 3.8 billion parameters, available on Azure, Hugging Face, and Ollama.</p><p>Phi-3 Small (7B parameters) and Phi-3 Medium (14B parameters) are forthcoming as additional new features. Parameters determine a model’s complexity, with Phi-3 outperforming Phi-2, approaching responses of models 10 times its size.</p><p>Recent reports suggest that Phi-3 Mini could match the capabilities of larger models like GPT-3.5 over time, but using less resources. That’s the sort of story many investors can latch onto.</p><p>Small AI models are cost-effective and perform better on personal devices. Microsoft established a team for lightweight AI models and introduced Orca-Math for math problem-solving.</p><p>Now, competitors like Google with Gemma and Anthropic with Claude also offer small AI models for various tasks.</p><p>However, Microsoft could take the lead in this space over time, given the depth of its pockets and the AI talent it’s brought aboard in recent years.</p><h2 id=\"id_2496498801\">Q3 Earnings</h2><p>Microsoft’s fiscal third-quarter earnings were released on Thursday. And boy, did investors get what they wanted to see.</p><p>The company beat estimates on both the top and bottom-line, with significant growth seen in Microsoft’s cloud computing business. This growth was increasingly driven by Copilot and the overall Copilot stack, which CEO Satya Nadella referred to as integral to a “new era of AI transformation” at the company. The company estimates that its AI integrations led to 7% of contribution to Azure’s impressive results over the past quarter.</p><p>That’s impressive, and that’s the meaningful top and bottom-line impact investors want to see. Besides these strong backwards-looking numbers, the company released guidance that was ahead of expectations. So, overall, investors saw some very strong numbers for Microsoft this past quarter, and an equally strong outlook to latch onto.</p><h2 id=\"id_1602304316\">Partnerships Here and There</h2><p>Microsoft significantly boosted its AI endeavors as <strong>Coca-Cola</strong> (NYSE:<strong>KO</strong>) signed a five-year, $1.1 billion deal to use Microsoft’s Azure cloud services and AI technology.</p><p>Microsoft’s executive vice president and chief commercial officer, Judson Althoff, highlighted the progress in accelerating AI transformation across Coca-Cola and its bottlers worldwide.</p><p>Moreover, Microsoft and Cognizant are teaming up to expand enterprise adoption of generative AI. Cognizant acquired 25,000 Microsoft 365 Copilot seats and 500 each of Sales Copilot and Services Copilot for its global associates.</p><p>This move aims to streamline workflows and enhance customer experiences. Additionally, the partnership will promote the use of generative AI across Cognizant’s client base through its advisory and digital transformation services.</p><p>Cognizant aims to roll out Microsoft 365 Copilot to one million users across its 2,000 global clients in 11 industries.</p><p>Their Synapse skilling program plans to train over one million individuals in AI skills by 2026. However, some CIOs are skeptical about the ROI of generative AI co-pilots due to high costs and workflow adjustments.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust</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\">\nMicrosoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-29 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, ...</p>\n\n<a href=\"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0251142724.SGD":"Fidelity America A-SGD","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","BK4573":"虚拟现实","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4581":"高盛持仓","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","GOOG":"谷歌","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","GOOGL":"谷歌A","KO":"可口可乐","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","AMZN":"亚马逊","LU0080751232.USD":"富达环球多元动力基金A","BK4577":"网络游戏","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","MSFT":"微软","SG9999002232.USD":"Allianz Global High Payout USD","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431851330","content_text":"Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, the first of three new small AI models.Microsoft has continued to grow its reach in this space organically and via partnerships.Source: The Art of Pics / Shutterstock.comFor investors looking at stocks in the Magnificent 7 group, Microsoft (NASDAQ:MSFT) stock could be the best choice in the bunch.A strong player in the AI, cloud, and software markets, Microsoft really provides the durable long-term growth profile most investors are after.Indeed, the company’s recent increased focus on its AI investments are what’s driving most of the demand around MSFT stock in recent months.Microsoft has announced its expansion plans this year with its $2.9 billion investment in its Japan-based AI cloud infrastructure.In Q4, the company saw a 24% increase in cloud revenue and AI, which is integrated across its tech segments.Accordingly, it’s clear that Microsoft is positioned for more growth in both sectors. Let’s dive into why this stock could be the preferable way to play big cap tech right now.A Closer Look at MSFT StockMicrosoft’s upcoming quarterly reports could reveal it’s gaining ground on cloud-computing leader Amazon (NASDAQ:AMZN), thanks to its innovative AI features powered by OpenAI.The Redmond-based company has outpaced Amazon and Google with tools like Copilot, which was introduced for $30 a month last November.RBC Capital Markets’ Rishi Jaluria noted that Azure is reaping the benefits of Microsoft’s AI strategy, foreseeing Microsoft gaining ground on Amazon.He also expects cloud providers to profit from technology spending, stabilizing despite economic uncertainty. Notably, Microsoft has also introduced Phi-3 Mini, a smaller AI model with 3.8 billion parameters, available on Azure, Hugging Face, and Ollama.Phi-3 Small (7B parameters) and Phi-3 Medium (14B parameters) are forthcoming as additional new features. Parameters determine a model’s complexity, with Phi-3 outperforming Phi-2, approaching responses of models 10 times its size.Recent reports suggest that Phi-3 Mini could match the capabilities of larger models like GPT-3.5 over time, but using less resources. That’s the sort of story many investors can latch onto.Small AI models are cost-effective and perform better on personal devices. Microsoft established a team for lightweight AI models and introduced Orca-Math for math problem-solving.Now, competitors like Google with Gemma and Anthropic with Claude also offer small AI models for various tasks.However, Microsoft could take the lead in this space over time, given the depth of its pockets and the AI talent it’s brought aboard in recent years.Q3 EarningsMicrosoft’s fiscal third-quarter earnings were released on Thursday. And boy, did investors get what they wanted to see.The company beat estimates on both the top and bottom-line, with significant growth seen in Microsoft’s cloud computing business. This growth was increasingly driven by Copilot and the overall Copilot stack, which CEO Satya Nadella referred to as integral to a “new era of AI transformation” at the company. The company estimates that its AI integrations led to 7% of contribution to Azure’s impressive results over the past quarter.That’s impressive, and that’s the meaningful top and bottom-line impact investors want to see. Besides these strong backwards-looking numbers, the company released guidance that was ahead of expectations. So, overall, investors saw some very strong numbers for Microsoft this past quarter, and an equally strong outlook to latch onto.Partnerships Here and ThereMicrosoft significantly boosted its AI endeavors as Coca-Cola (NYSE:KO) signed a five-year, $1.1 billion deal to use Microsoft’s Azure cloud services and AI technology.Microsoft’s executive vice president and chief commercial officer, Judson Althoff, highlighted the progress in accelerating AI transformation across Coca-Cola and its bottlers worldwide.Moreover, Microsoft and Cognizant are teaming up to expand enterprise adoption of generative AI. Cognizant acquired 25,000 Microsoft 365 Copilot seats and 500 each of Sales Copilot and Services Copilot for its global associates.This move aims to streamline workflows and enhance customer experiences. Additionally, the partnership will promote the use of generative AI across Cognizant’s client base through its advisory and digital transformation services.Cognizant aims to roll out Microsoft 365 Copilot to one million users across its 2,000 global clients in 11 industries.Their Synapse skilling program plans to train over one million individuals in AI skills by 2026. However, some CIOs are skeptical about the ROI of generative AI co-pilots due to high costs and workflow adjustments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299991733006568,"gmtCreate":1714259678707,"gmtModify":1714259682392,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"What's the concensus","listText":"What's the concensus","text":"What's the concensus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299991733006568","repostId":"1157702609","repostType":2,"repost":{"id":"1157702609","kind":"news","weMediaInfo":{"introduction":"Everything can be ETF","home_visible":1,"media_name":"ETF Tracker","id":"1070810721","head_image":"https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179"},"pubTimestamp":1714225546,"share":"https://ttm.financial/m/news/1157702609?lang=&edition=fundamental","pubTime":"2024-04-27 21:45","market":"us","language":"en","title":"Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157702609","media":"ETF Tracker","summary":"Many have described Tesla's latest financial report and conference call as \"Amazing words, horrible numbers.\"On Wednesday, Tesla's stock price surged by over 14%, marking its largest increase since 20","content":"<html><head></head><body><p>Many have described Tesla&#39;s latest financial report and conference call as &#34;Amazing words, horrible numbers.&#34;</p><p style=\"text-align: start;\">On Wednesday, Tesla&#39;s stock price surged by over 14%, marking its largest increase since 2021. On Thursday, Tesla&#39;s stock price continued to rise by nearly 5%.</p><p style=\"text-align: start;\">Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.</p><p style=\"text-align: start;\">Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&amp;P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.</p><p style=\"text-align: start;\"><strong>Significant Growth Slowdown</strong></p><p style=\"text-align: start;\">Tesla&#39;s financial report confirms investors&#39; concerns about its first-quarter financial situation.</p><p style=\"text-align: start;\">Adjusted earnings per share were $0.45, a decrease of 47% compared to the same period last year. Revenue was $21.3 billion, down by 8.7%. The company burned through $2.5 billion in cash this quarter.</p><p style=\"text-align: start;\">According to the company, these financial metrics are unlikely to improve immediately.</p><p style=\"text-align: start;\">During its first-quarter shareholder meeting, the company stated, &#34;In 2024, the growth rate of our vehicle sales may significantly lag behind that of 2023.&#34;</p><p style=\"text-align: start;\">However, investors are not concerned. Tesla&#39;s slowing growth this year is already well-known; this is also why its stock price plummeted by 42% from the beginning of the year to Tuesday.</p><p style=\"text-align: start;\"><strong>Future Vision</strong></p><p style=\"text-align: start;\">Instead, investors are focusing on Tesla&#39;s cost-cutting measures, including laying off 2,700 people at its Gigafactory in Austin, Texas, and CEO Elon Musk&#39;s highly optimistic future vision described during its conference call.</p><p style=\"text-align: start;\">Musk pledged that the company would soon operate millions of autonomous vehicles, which he called &#34;Cybercabs.&#34; It also plans to start selling its humanoid robot, Optimus, as early as 2025.</p><p style=\"text-align: start;\">Musk has a history of making bold promises, which often take longer to fulfill than initially predicted. However, he also has a reputation for delivering on many promises.</p><p style=\"text-align: start;\">Wednesday&#39;s excitement for Tesla investors wasn&#39;t just about robots and self-driving cars. The company stated that it would &#34;accelerate the launch of new models, earlier than the previously communicated plan to start production in the second half of 2025.&#34;</p><p style=\"text-align: start;\">The company stated, &#34;These new models, including more affordable models, will leverage aspects of the next-generation platform as well as our current platform and will be able to be produced on the same production line as our current models.&#34;</p><p style=\"text-align: start;\">This alleviated some investors&#39; concerns about Tesla&#39;s lineup becoming outdated, while also opening up the possibility of accelerating growth next year.</p><p style=\"text-align: start;\">Earlier this month, Reuters reported that Tesla had abandoned plans to build a cheap mass-market car called the Model 2.</p><p style=\"text-align: start;\">Although Tesla did not specify if any of its new models would be equivalent to the Model 2, the fact that the company is introducing new models to the market is enough to pique investors&#39; interest.</p><p style=\"text-align: start;\"><strong>Competition Is Increasing</strong></p><p style=\"text-align: start;\">However, not everyone believes in Tesla&#39;s rosy rhetoric.</p><p style=\"text-align: start;\">Analysts at Bernstein stated that they &#34;struggle to understand why Tesla needs a separate robo-taxi product.&#34; They added that they believe widespread deployment of Tesla&#39;s Cybercab &#34;is still 5 to 10 years away&#34; and that autonomous driving cars &#34;may not necessarily be a winner-takes-all market.&#34;</p><p style=\"text-align: start;\">Analysts at Bank of America hold the opposite view.</p><p style=\"text-align: start;\">Tesla addressed &#34;the main concerns of this quarter and revitalized the growth narrative,&#34; they said. &#34;In the short term, the tide of news flow seems to indicate that the risk of the stock is tilting more positively.&#34;</p><p style=\"text-align: start;\">Tesla&#39;s stock remains a battleground for competing narratives, at least for today, with the bulls winning.</p><p style=\"text-align: start;\"><strong>Focus ETFs</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7accdb7d48e7d9b41bf4d120e88e8a94\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\"><strong>Direxion Daily TSLA Bull 2X Shares (TSLL)</strong></p><p style=\"text-align: start;\">The assets under management of Direxion Daily TSLA Bull 2X Shares total $600 million. TSLL provides twice the leverage exposure to Tesla&#39;s stock price movements on a daily basis (net of fees and expenses). It charges an annual fee of 0.96%.</p><p style=\"text-align: start;\">TSLL is a short-term tactical tool designed to provide double the price return of Tesla&#39;s stock on a daily basis while reducing costs and expenses. Purchasers holding stocks for more than one day will need to monitor and rebalance their positions frequently to attempt to achieve the 2x multiple.</p><p style=\"text-align: start;\"><strong>Consumer Discretionary Select Sector SPDR Fund (XLY)</strong></p><p style=\"text-align: start;\">XLY tracks the market value-weighted index of non-essential consumer goods stocks in the S&amp;P 500 index. Tesla holds 53 securities in the basket, ranking second in assets at 15.7%. The Consumer Discretionary Select Sector SPDR Fund is the largest and most popular product in the field, with assets under management totaling $19 billion. It charges an annual fee of 0.09%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1070810721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF Tracker </p>\n<p class=\"h-time\">2024-04-27 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Many have described Tesla&#39;s latest financial report and conference call as &#34;Amazing words, horrible numbers.&#34;</p><p style=\"text-align: start;\">On Wednesday, Tesla&#39;s stock price surged by over 14%, marking its largest increase since 2021. On Thursday, Tesla&#39;s stock price continued to rise by nearly 5%.</p><p style=\"text-align: start;\">Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.</p><p style=\"text-align: start;\">Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&amp;P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.</p><p style=\"text-align: start;\"><strong>Significant Growth Slowdown</strong></p><p style=\"text-align: start;\">Tesla&#39;s financial report confirms investors&#39; concerns about its first-quarter financial situation.</p><p style=\"text-align: start;\">Adjusted earnings per share were $0.45, a decrease of 47% compared to the same period last year. Revenue was $21.3 billion, down by 8.7%. The company burned through $2.5 billion in cash this quarter.</p><p style=\"text-align: start;\">According to the company, these financial metrics are unlikely to improve immediately.</p><p style=\"text-align: start;\">During its first-quarter shareholder meeting, the company stated, &#34;In 2024, the growth rate of our vehicle sales may significantly lag behind that of 2023.&#34;</p><p style=\"text-align: start;\">However, investors are not concerned. Tesla&#39;s slowing growth this year is already well-known; this is also why its stock price plummeted by 42% from the beginning of the year to Tuesday.</p><p style=\"text-align: start;\"><strong>Future Vision</strong></p><p style=\"text-align: start;\">Instead, investors are focusing on Tesla&#39;s cost-cutting measures, including laying off 2,700 people at its Gigafactory in Austin, Texas, and CEO Elon Musk&#39;s highly optimistic future vision described during its conference call.</p><p style=\"text-align: start;\">Musk pledged that the company would soon operate millions of autonomous vehicles, which he called &#34;Cybercabs.&#34; It also plans to start selling its humanoid robot, Optimus, as early as 2025.</p><p style=\"text-align: start;\">Musk has a history of making bold promises, which often take longer to fulfill than initially predicted. However, he also has a reputation for delivering on many promises.</p><p style=\"text-align: start;\">Wednesday&#39;s excitement for Tesla investors wasn&#39;t just about robots and self-driving cars. The company stated that it would &#34;accelerate the launch of new models, earlier than the previously communicated plan to start production in the second half of 2025.&#34;</p><p style=\"text-align: start;\">The company stated, &#34;These new models, including more affordable models, will leverage aspects of the next-generation platform as well as our current platform and will be able to be produced on the same production line as our current models.&#34;</p><p style=\"text-align: start;\">This alleviated some investors&#39; concerns about Tesla&#39;s lineup becoming outdated, while also opening up the possibility of accelerating growth next year.</p><p style=\"text-align: start;\">Earlier this month, Reuters reported that Tesla had abandoned plans to build a cheap mass-market car called the Model 2.</p><p style=\"text-align: start;\">Although Tesla did not specify if any of its new models would be equivalent to the Model 2, the fact that the company is introducing new models to the market is enough to pique investors&#39; interest.</p><p style=\"text-align: start;\"><strong>Competition Is Increasing</strong></p><p style=\"text-align: start;\">However, not everyone believes in Tesla&#39;s rosy rhetoric.</p><p style=\"text-align: start;\">Analysts at Bernstein stated that they &#34;struggle to understand why Tesla needs a separate robo-taxi product.&#34; They added that they believe widespread deployment of Tesla&#39;s Cybercab &#34;is still 5 to 10 years away&#34; and that autonomous driving cars &#34;may not necessarily be a winner-takes-all market.&#34;</p><p style=\"text-align: start;\">Analysts at Bank of America hold the opposite view.</p><p style=\"text-align: start;\">Tesla addressed &#34;the main concerns of this quarter and revitalized the growth narrative,&#34; they said. &#34;In the short term, the tide of news flow seems to indicate that the risk of the stock is tilting more positively.&#34;</p><p style=\"text-align: start;\">Tesla&#39;s stock remains a battleground for competing narratives, at least for today, with the bulls winning.</p><p style=\"text-align: start;\"><strong>Focus ETFs</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7accdb7d48e7d9b41bf4d120e88e8a94\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\"><strong>Direxion Daily TSLA Bull 2X Shares (TSLL)</strong></p><p style=\"text-align: start;\">The assets under management of Direxion Daily TSLA Bull 2X Shares total $600 million. TSLL provides twice the leverage exposure to Tesla&#39;s stock price movements on a daily basis (net of fees and expenses). It charges an annual fee of 0.96%.</p><p style=\"text-align: start;\">TSLL is a short-term tactical tool designed to provide double the price return of Tesla&#39;s stock on a daily basis while reducing costs and expenses. Purchasers holding stocks for more than one day will need to monitor and rebalance their positions frequently to attempt to achieve the 2x multiple.</p><p style=\"text-align: start;\"><strong>Consumer Discretionary Select Sector SPDR Fund (XLY)</strong></p><p style=\"text-align: start;\">XLY tracks the market value-weighted index of non-essential consumer goods stocks in the S&amp;P 500 index. Tesla holds 53 securities in the basket, ranking second in assets at 15.7%. The Consumer Discretionary Select Sector SPDR Fund is the largest and most popular product in the field, with assets under management totaling $19 billion. It charges an annual fee of 0.09%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF","TSLA":"特斯拉","XLY":"消费品指数ETF-SPDR可选消费品","TSLL":"Direxion Daily TSLA Bull 2X Shares","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","QQQ":"纳指100ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157702609","content_text":"Many have described Tesla's latest financial report and conference call as \"Amazing words, horrible numbers.\"On Wednesday, Tesla's stock price surged by over 14%, marking its largest increase since 2021. On Thursday, Tesla's stock price continued to rise by nearly 5%.Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.Significant Growth SlowdownTesla's financial report confirms investors' concerns about its first-quarter financial situation.Adjusted earnings per share were $0.45, a decrease of 47% compared to the same period last year. Revenue was $21.3 billion, down by 8.7%. The company burned through $2.5 billion in cash this quarter.According to the company, these financial metrics are unlikely to improve immediately.During its first-quarter shareholder meeting, the company stated, \"In 2024, the growth rate of our vehicle sales may significantly lag behind that of 2023.\"However, investors are not concerned. Tesla's slowing growth this year is already well-known; this is also why its stock price plummeted by 42% from the beginning of the year to Tuesday.Future VisionInstead, investors are focusing on Tesla's cost-cutting measures, including laying off 2,700 people at its Gigafactory in Austin, Texas, and CEO Elon Musk's highly optimistic future vision described during its conference call.Musk pledged that the company would soon operate millions of autonomous vehicles, which he called \"Cybercabs.\" It also plans to start selling its humanoid robot, Optimus, as early as 2025.Musk has a history of making bold promises, which often take longer to fulfill than initially predicted. However, he also has a reputation for delivering on many promises.Wednesday's excitement for Tesla investors wasn't just about robots and self-driving cars. The company stated that it would \"accelerate the launch of new models, earlier than the previously communicated plan to start production in the second half of 2025.\"The company stated, \"These new models, including more affordable models, will leverage aspects of the next-generation platform as well as our current platform and will be able to be produced on the same production line as our current models.\"This alleviated some investors' concerns about Tesla's lineup becoming outdated, while also opening up the possibility of accelerating growth next year.Earlier this month, Reuters reported that Tesla had abandoned plans to build a cheap mass-market car called the Model 2.Although Tesla did not specify if any of its new models would be equivalent to the Model 2, the fact that the company is introducing new models to the market is enough to pique investors' interest.Competition Is IncreasingHowever, not everyone believes in Tesla's rosy rhetoric.Analysts at Bernstein stated that they \"struggle to understand why Tesla needs a separate robo-taxi product.\" They added that they believe widespread deployment of Tesla's Cybercab \"is still 5 to 10 years away\" and that autonomous driving cars \"may not necessarily be a winner-takes-all market.\"Analysts at Bank of America hold the opposite view.Tesla addressed \"the main concerns of this quarter and revitalized the growth narrative,\" they said. \"In the short term, the tide of news flow seems to indicate that the risk of the stock is tilting more positively.\"Tesla's stock remains a battleground for competing narratives, at least for today, with the bulls winning.Focus ETFsDirexion Daily TSLA Bull 2X Shares (TSLL)The assets under management of Direxion Daily TSLA Bull 2X Shares total $600 million. TSLL provides twice the leverage exposure to Tesla's stock price movements on a daily basis (net of fees and expenses). It charges an annual fee of 0.96%.TSLL is a short-term tactical tool designed to provide double the price return of Tesla's stock on a daily basis while reducing costs and expenses. Purchasers holding stocks for more than one day will need to monitor and rebalance their positions frequently to attempt to achieve the 2x multiple.Consumer Discretionary Select Sector SPDR Fund (XLY)XLY tracks the market value-weighted index of non-essential consumer goods stocks in the S&P 500 index. Tesla holds 53 securities in the basket, ranking second in assets at 15.7%. The Consumer Discretionary Select Sector SPDR Fund is the largest and most popular product in the field, with assets under management totaling $19 billion. It charges an annual fee of 0.09%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299737032781960,"gmtCreate":1714197409100,"gmtModify":1714197412866,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Glad to be following these options.","listText":"Glad to be following these options.","text":"Glad to be following these options.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299737032781960","repostId":"299456783233024","repostType":1,"repost":{"id":299456783233024,"gmtCreate":1714115322783,"gmtModify":1714119695592,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?","htmlText":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> with a sentiment reversal of +13.51%, followed by <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , which was unaffected by earnings,","listText":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> with a sentiment reversal of +13.51%, followed by <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , which was unaffected by earnings,","text":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, $Tesla Motors(TSLA)$ with a sentiment reversal of +13.51%, followed by $Apple(AAPL)$ , which was unaffected by earnings,","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/3cfd7ce8a2dec1690841c9abe3fef014","width":"1152","height":"298"},{"img":"https://community-static.tradeup.com/news/557ac605f0c4ba8584a5c363ebdfcbaf","width":"1043","height":"582"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299456783233024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299730747932904,"gmtCreate":1714195961648,"gmtModify":1714195965140,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"[Cool]&nbsp;[Smug]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","listText":"[Cool]&nbsp;[Smug]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","text":"[Cool] [Smug] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299730747932904","repostId":"2430739839","repostType":2,"repost":{"id":"2430739839","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714182840,"share":"https://ttm.financial/m/news/2430739839?lang=&edition=fundamental","pubTime":"2024-04-27 09:54","market":"us","language":"en","title":"Tesla to Lay off 693 Employees in Nevada, Government Notice Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2430739839","media":"Reuters","summary":" - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.Tesla said earlier this month it will la","content":"<html><head></head><body><p>(Reuters) - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.</p><p>The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.</p><p>A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.</p><p>Tesla said earlier this month it will lay off 6,020 employees in Texas and California. The company&#39;s global headcount was over 140,000 in late 2023, according to a filing with U.S. regulators.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Lay off 693 Employees in Nevada, Government Notice Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Lay off 693 Employees in Nevada, Government Notice Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-27 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.</p><p>The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.</p><p>A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.</p><p>Tesla said earlier this month it will lay off 6,020 employees in Texas and California. The company&#39;s global headcount was over 140,000 in late 2023, according to a filing with U.S. regulators.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4548":"巴美列捷福持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4592":"伊斯兰概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430739839","content_text":"(Reuters) - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.Tesla said earlier this month it will lay off 6,020 employees in Texas and California. The company's global headcount was over 140,000 in late 2023, according to a filing with U.S. regulators.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299591603904648,"gmtCreate":1714161904004,"gmtModify":1714163664487,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"And we're off!!!","listText":"And we're off!!!","text":"And we're off!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299591603904648","repostId":"1158248633","repostType":4,"repost":{"id":"1158248633","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1714132800,"share":"https://ttm.financial/m/news/1158248633?lang=&edition=fundamental","pubTime":"2024-04-26 20:00","market":"us","language":"en","title":"Pre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158248633","media":"Tiger Newspress","summary":"U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that c","content":"<html><head></head><body><p>U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were up 33 points, or 0.09%, S&amp;P 500 e-minis were up 36.25 points, or 0.71%, and Nasdaq 100 e-minis were up 172.5 points, or 0.98%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33905133d03e1401948fc1f941f697db\" tg-width=\"399\" tg-height=\"202\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Alphabet (GOOGL)</strong> - Alphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board board authorized the repurchase of up to $70 billion in stock. Alphabet shares were rising 12% in premarket trading, positioning the company for a valuation of more than $2 billion. Alphabet would be the fourth U.S. company to reach the $2 trillion market cap milestone, joining Apple, Nvidia, and Microsoft.</p><p style=\"text-align: start;\"><strong>Microsoft (MSFT)</strong> - Speaking of Microsoft, the software giant reported fiscal third-quarter earnings of $2.94 a share, beating analysts’ expectations of $2.82, while revenue rose to $61.9 billion from $52.9 billion and topped consensus of $60.9 billion. Revenue from Azure and other cloud services jumped 31%, higher than estimates that called for growth of 28.8%. The growth included seven percentage points of growth related to artificial intelligence, up from six percentage points the previous quarter. Microsoft shares were up 4.4%.</p><p style=\"text-align: start;\"><strong>Intel (INTC)</strong> - Intel was falling 7.9% after the chip maker posted first-quarter revenue of $12.7 billion, below analysts’ estimates of $12.8 billion, and issued a second-quarter earnings and revenue forecast that missed expectations. Intel said it expects second-quarter adjusted earnings of 10 cents a share, below forecasts of 26 cents, while revenue was projected of $12.5 billion to $13.5 billion, below estimates of $13.7 billion. Chief Executive Pat Gelsinger said Intel was “making steady progress against our priorities.”</p><p style=\"text-align: start;\"><strong>Snap (SNAP)</strong> - Snap surged 26.1% after the social-media platform posted better-than-estimated first-quarter earnings and revenue and issued a forecast for second-quarter sales that was better than expected. The parent company of video-messaging app Snapchat sees sales in the second quarter of between $1.23 billion to $1.26 billion, higher than Wall Street expectations of $1.22 billion. Snap expects daily active users of 431 million in the second quarter, more than forecasts of 430.5 million.</p><p style=\"text-align: start;\"><strong>Meta (META)</strong> - Meta Platforms was rising 1.4% in premarket trading after closing down by 11% on Thursday following a disappointing outlook from the parent of Facebook and Instagram. The stock’s close at $441.38 was its lowest since Feb. 1, and the percentage decrease was the largest since Oct. 27, 2022, when it fell 24.6%, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong>Roku (ROKU)</strong> - Roku, the video-streaming company, said revenue in the first quarter rose 19% to $881.5 million, beating Wall Street forecasts of $843.5 million, as streaming households rose 14% from a year earlier and streaming hours jumped 23%. Roku posted a loss in the period of 35 cents a share, narrower than Wall Street expectations that called for a loss of 61 cents. The stock declined 3.6%.</p><p style=\"text-align: start;\"><strong>Atlassian (TEAM)</strong> - Atlassian, the productivity software company, reported fiscal third-quarter earnings that beat analysts’ estimates and said co-founder Scott Farquhar would step down as a head of the company after 23 years. The stock was falling 6.4%.</p><p style=\"text-align: start;\"><strong>Skechers (SKX)</strong> - Skechers was rising 11% as the athletic footwear company reported first-quarter earnings and sales that topped analysts’ estimates and raised its outlook for the year.</p><p style=\"text-align: start;\"><strong>Exxon Mobil (XOM)</strong> - Exxon Mobil’s first-quarter adjusted earnings of $2.06 a share missed analysts’ estimates of $2.19 and the stock was falling 1.3% in premarket trading.</p><p style=\"text-align: start;\"><strong>Chevron (CVX)</strong> - Chevron reported first-quarter adjusted earnings of $2.93 a share, 1 cent higher than analysts’ estimates, while revenue of $48.72 billion beat consensus of $48.42 billion.  Chevron earned $3.55 a share a year earlier on revenue of $50.8 billion. The stock fell 0.5%.</p><p><strong>U.S. Silica (SLCA)</strong> - U.S. Silica Holdings has agreed to be taken private by Apollo Global Management in a deal that gives the industrial minerals company an enterprise value of roughly $1.85 billion. U.S. Silica shares jumped 19% in premarket trading.</p><h2 id=\"id_1288056626\">Market News</h2><h3 id=\"id_2888167485\">Alphabet Beats Revenue Estimates as AI Fuels Cloud Growth</h3><p>Alphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit.</p><p>The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, surpassing the $66.1 billion expected on average by analysts, according to data compiled by Bloomberg. Net income was $1.89 per share, compared with Wall Street’s estimate of $1.53 per share.</p><p>The company also said it would pay a dividend of 20 cents a share, its first ever, and repurchase an additional $70 billion in stock.</p><h3 id=\"id_1666432922\">Microsoft Sales, Profit Beat Expectations on AI Demand</h3><p>Microsoft Corp.’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings.</p><p>Revenue in the third quarter, which ended March 31, rose 17% to $61.9 billion, while profit was $2.94 a share, the company said in a statement Thursday. Analysts on average estimated per-share earnings of $2.83 on sales of $60.9 billion.</p><p>Azure revenue gained 31% in the quarter, above an average prediction of 29% and picking up slightly from the 30% growth in the previous period. About 7% of that increase was attributable to AI, compared with 6% in the prior quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-26 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were up 33 points, or 0.09%, S&amp;P 500 e-minis were up 36.25 points, or 0.71%, and Nasdaq 100 e-minis were up 172.5 points, or 0.98%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33905133d03e1401948fc1f941f697db\" tg-width=\"399\" tg-height=\"202\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Alphabet (GOOGL)</strong> - Alphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board board authorized the repurchase of up to $70 billion in stock. Alphabet shares were rising 12% in premarket trading, positioning the company for a valuation of more than $2 billion. Alphabet would be the fourth U.S. company to reach the $2 trillion market cap milestone, joining Apple, Nvidia, and Microsoft.</p><p style=\"text-align: start;\"><strong>Microsoft (MSFT)</strong> - Speaking of Microsoft, the software giant reported fiscal third-quarter earnings of $2.94 a share, beating analysts’ expectations of $2.82, while revenue rose to $61.9 billion from $52.9 billion and topped consensus of $60.9 billion. Revenue from Azure and other cloud services jumped 31%, higher than estimates that called for growth of 28.8%. The growth included seven percentage points of growth related to artificial intelligence, up from six percentage points the previous quarter. Microsoft shares were up 4.4%.</p><p style=\"text-align: start;\"><strong>Intel (INTC)</strong> - Intel was falling 7.9% after the chip maker posted first-quarter revenue of $12.7 billion, below analysts’ estimates of $12.8 billion, and issued a second-quarter earnings and revenue forecast that missed expectations. Intel said it expects second-quarter adjusted earnings of 10 cents a share, below forecasts of 26 cents, while revenue was projected of $12.5 billion to $13.5 billion, below estimates of $13.7 billion. Chief Executive Pat Gelsinger said Intel was “making steady progress against our priorities.”</p><p style=\"text-align: start;\"><strong>Snap (SNAP)</strong> - Snap surged 26.1% after the social-media platform posted better-than-estimated first-quarter earnings and revenue and issued a forecast for second-quarter sales that was better than expected. The parent company of video-messaging app Snapchat sees sales in the second quarter of between $1.23 billion to $1.26 billion, higher than Wall Street expectations of $1.22 billion. Snap expects daily active users of 431 million in the second quarter, more than forecasts of 430.5 million.</p><p style=\"text-align: start;\"><strong>Meta (META)</strong> - Meta Platforms was rising 1.4% in premarket trading after closing down by 11% on Thursday following a disappointing outlook from the parent of Facebook and Instagram. The stock’s close at $441.38 was its lowest since Feb. 1, and the percentage decrease was the largest since Oct. 27, 2022, when it fell 24.6%, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong>Roku (ROKU)</strong> - Roku, the video-streaming company, said revenue in the first quarter rose 19% to $881.5 million, beating Wall Street forecasts of $843.5 million, as streaming households rose 14% from a year earlier and streaming hours jumped 23%. Roku posted a loss in the period of 35 cents a share, narrower than Wall Street expectations that called for a loss of 61 cents. The stock declined 3.6%.</p><p style=\"text-align: start;\"><strong>Atlassian (TEAM)</strong> - Atlassian, the productivity software company, reported fiscal third-quarter earnings that beat analysts’ estimates and said co-founder Scott Farquhar would step down as a head of the company after 23 years. The stock was falling 6.4%.</p><p style=\"text-align: start;\"><strong>Skechers (SKX)</strong> - Skechers was rising 11% as the athletic footwear company reported first-quarter earnings and sales that topped analysts’ estimates and raised its outlook for the year.</p><p style=\"text-align: start;\"><strong>Exxon Mobil (XOM)</strong> - Exxon Mobil’s first-quarter adjusted earnings of $2.06 a share missed analysts’ estimates of $2.19 and the stock was falling 1.3% in premarket trading.</p><p style=\"text-align: start;\"><strong>Chevron (CVX)</strong> - Chevron reported first-quarter adjusted earnings of $2.93 a share, 1 cent higher than analysts’ estimates, while revenue of $48.72 billion beat consensus of $48.42 billion.  Chevron earned $3.55 a share a year earlier on revenue of $50.8 billion. The stock fell 0.5%.</p><p><strong>U.S. Silica (SLCA)</strong> - U.S. Silica Holdings has agreed to be taken private by Apollo Global Management in a deal that gives the industrial minerals company an enterprise value of roughly $1.85 billion. U.S. Silica shares jumped 19% in premarket trading.</p><h2 id=\"id_1288056626\">Market News</h2><h3 id=\"id_2888167485\">Alphabet Beats Revenue Estimates as AI Fuels Cloud Growth</h3><p>Alphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit.</p><p>The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, surpassing the $66.1 billion expected on average by analysts, according to data compiled by Bloomberg. Net income was $1.89 per share, compared with Wall Street’s estimate of $1.53 per share.</p><p>The company also said it would pay a dividend of 20 cents a share, its first ever, and repurchase an additional $70 billion in stock.</p><h3 id=\"id_1666432922\">Microsoft Sales, Profit Beat Expectations on AI Demand</h3><p>Microsoft Corp.’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings.</p><p>Revenue in the third quarter, which ended March 31, rose 17% to $61.9 billion, while profit was $2.94 a share, the company said in a statement Thursday. Analysts on average estimated per-share earnings of $2.83 on sales of $60.9 billion.</p><p>Azure revenue gained 31% in the quarter, above an average prediction of 29% and picking up slightly from the 30% growth in the previous period. About 7% of that increase was attributable to AI, compared with 6% in the prior quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","SLCA":"US Silica Holdings",".SPX":"S&P 500 Index","GOOG":"谷歌","META":"Meta Platforms, Inc.","SKX":"斯凯奇","MSFT":"微软","TEAM":"Atlassian Corporation PLC",".DJI":"道琼斯","SNAP":"Snap Inc","CVX":"雪佛龙",".IXIC":"NASDAQ Composite","INTC":"英特尔","ROKU":"Roku Inc","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158248633","content_text":"U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 33 points, or 0.09%, S&P 500 e-minis were up 36.25 points, or 0.71%, and Nasdaq 100 e-minis were up 172.5 points, or 0.98%.Pre-Market MoversAlphabet (GOOGL) - Alphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board board authorized the repurchase of up to $70 billion in stock. Alphabet shares were rising 12% in premarket trading, positioning the company for a valuation of more than $2 billion. Alphabet would be the fourth U.S. company to reach the $2 trillion market cap milestone, joining Apple, Nvidia, and Microsoft.Microsoft (MSFT) - Speaking of Microsoft, the software giant reported fiscal third-quarter earnings of $2.94 a share, beating analysts’ expectations of $2.82, while revenue rose to $61.9 billion from $52.9 billion and topped consensus of $60.9 billion. Revenue from Azure and other cloud services jumped 31%, higher than estimates that called for growth of 28.8%. The growth included seven percentage points of growth related to artificial intelligence, up from six percentage points the previous quarter. Microsoft shares were up 4.4%.Intel (INTC) - Intel was falling 7.9% after the chip maker posted first-quarter revenue of $12.7 billion, below analysts’ estimates of $12.8 billion, and issued a second-quarter earnings and revenue forecast that missed expectations. Intel said it expects second-quarter adjusted earnings of 10 cents a share, below forecasts of 26 cents, while revenue was projected of $12.5 billion to $13.5 billion, below estimates of $13.7 billion. Chief Executive Pat Gelsinger said Intel was “making steady progress against our priorities.”Snap (SNAP) - Snap surged 26.1% after the social-media platform posted better-than-estimated first-quarter earnings and revenue and issued a forecast for second-quarter sales that was better than expected. The parent company of video-messaging app Snapchat sees sales in the second quarter of between $1.23 billion to $1.26 billion, higher than Wall Street expectations of $1.22 billion. Snap expects daily active users of 431 million in the second quarter, more than forecasts of 430.5 million.Meta (META) - Meta Platforms was rising 1.4% in premarket trading after closing down by 11% on Thursday following a disappointing outlook from the parent of Facebook and Instagram. The stock’s close at $441.38 was its lowest since Feb. 1, and the percentage decrease was the largest since Oct. 27, 2022, when it fell 24.6%, according to Dow Jones Market Data.Roku (ROKU) - Roku, the video-streaming company, said revenue in the first quarter rose 19% to $881.5 million, beating Wall Street forecasts of $843.5 million, as streaming households rose 14% from a year earlier and streaming hours jumped 23%. Roku posted a loss in the period of 35 cents a share, narrower than Wall Street expectations that called for a loss of 61 cents. The stock declined 3.6%.Atlassian (TEAM) - Atlassian, the productivity software company, reported fiscal third-quarter earnings that beat analysts’ estimates and said co-founder Scott Farquhar would step down as a head of the company after 23 years. The stock was falling 6.4%.Skechers (SKX) - Skechers was rising 11% as the athletic footwear company reported first-quarter earnings and sales that topped analysts’ estimates and raised its outlook for the year.Exxon Mobil (XOM) - Exxon Mobil’s first-quarter adjusted earnings of $2.06 a share missed analysts’ estimates of $2.19 and the stock was falling 1.3% in premarket trading.Chevron (CVX) - Chevron reported first-quarter adjusted earnings of $2.93 a share, 1 cent higher than analysts’ estimates, while revenue of $48.72 billion beat consensus of $48.42 billion.  Chevron earned $3.55 a share a year earlier on revenue of $50.8 billion. The stock fell 0.5%.U.S. Silica (SLCA) - U.S. Silica Holdings has agreed to be taken private by Apollo Global Management in a deal that gives the industrial minerals company an enterprise value of roughly $1.85 billion. U.S. Silica shares jumped 19% in premarket trading.Market NewsAlphabet Beats Revenue Estimates as AI Fuels Cloud GrowthAlphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit.The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, surpassing the $66.1 billion expected on average by analysts, according to data compiled by Bloomberg. Net income was $1.89 per share, compared with Wall Street’s estimate of $1.53 per share.The company also said it would pay a dividend of 20 cents a share, its first ever, and repurchase an additional $70 billion in stock.Microsoft Sales, Profit Beat Expectations on AI DemandMicrosoft Corp.’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings.Revenue in the third quarter, which ended March 31, rose 17% to $61.9 billion, while profit was $2.94 a share, the company said in a statement Thursday. Analysts on average estimated per-share earnings of $2.83 on sales of $60.9 billion.Azure revenue gained 31% in the quarter, above an average prediction of 29% and picking up slightly from the 30% growth in the previous period. About 7% of that increase was attributable to AI, compared with 6% in the prior quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299590892482624,"gmtCreate":1714161830863,"gmtModify":1714163655752,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"I found this a really interesting read. Spare your time today! Positive trading!","listText":"I found this a really interesting read. Spare your time today! Positive trading!","text":"I found this a really interesting read. Spare your time today! Positive trading!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299590892482624","repostId":"1114834744","repostType":2,"repost":{"id":"1114834744","kind":"news","pubTimestamp":1714134600,"share":"https://ttm.financial/m/news/1114834744?lang=&edition=fundamental","pubTime":"2024-04-26 20:30","market":"us","language":"en","title":"Fed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1114834744","media":"Bloomberg","summary":"The Federal Reserve’s preferred gauge of underlying US inflation rose at a brisk pace in March, reinforcing concerns of persistent price pressures.The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. From a year ago, it advanced 2.8%.The overall PCE price measure also rose 0.3% from February and 2.7% from the prior year.Inflation-adjusted consumer spending climbed a","content":"<html><head></head><body><ul style=\"\"><li><p>Core PCE price index, overall measure both came in as expected</p></li><li><p>Wages rose 0.7% for a second month, supporting spending</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a0ba821205a0e03859dc637a6d7e770\" alt=\"The Federal Reserve building in Washington, DC.\" title=\"The Federal Reserve building in Washington, DC.\" tg-width=\"3000\" tg-height=\"1863\"/><span>The Federal Reserve building in Washington, DC.</span></p><p style=\"text-align: start;\">The Federal Reserve’s preferred gauge of underlying US inflation rose at a brisk pace in March, reinforcing concerns of persistent price pressures that are likely to delay any interest-rate cuts.</p><p style=\"text-align: start;\">The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. From a year ago, it advanced 2.8%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b1c53553e1ddd18809991292abbcffe\" tg-width=\"931\" tg-height=\"572\"/></p><p style=\"text-align: start;\">The overall PCE price measure also rose 0.3% from February and 2.7% from the prior year.</p><p style=\"text-align: start;\">Inflation-adjusted consumer spending climbed a larger-than-forecast 0.5%, the biggest gain this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5055147abbb99da465e54948a1a7fc73\" title=\"\" tg-width=\"948\" tg-height=\"426\"/></p><p>Faster inflation in the first quarter, combined with steady household spending, will likely persuade Fed policymakers to refrain from lowering interest rates — if at all — until later this year. Officials meeting next week are expected to hold borrowing costs at a two-decade high.</p><p>“There’s both a story here about the economy holding up very well with high interest rates, as well as inflation pressures being persistent,” Bruce Kasman, chief economist at JPMorgan Chase &amp; Co., said on Bloomberg Television. “And while I don’t think it’s right to talk about this from the point of view of Fed tightening, I think the case for Fed easing here is pretty small any time soon.”</p><p style=\"text-align: start;\">Traders mostly reacted positively as investors took relief from in-line monthly inflation data after quarterly figures on Thursday suggested upside risk to March.</p><p>Central bankers pay close attention to services inflation excluding housing and energy, which tends to be more sticky. That metric climbed 0.4% from February, an acceleration from the prior month, according to the BEA.</p><p style=\"text-align: start;\">A robust labor market is the main reason why households have yet to hit the brakes on spending in the face of high interest rates and elevated prices.</p><h3 id=\"id_1886711730\" style=\"text-align: start;\">Consumer Spending</h3><p style=\"text-align: start;\">Inflation-adjusted outlays for merchandise increased 1.1% last month, reflecting a second-straight month of solid spending on durable goods. Services spending, meanwhile, edged up 0.2%.</p><p style=\"text-align: start;\">Demand for workers is still healthy, supporting wage growth. Overall incomes increased 0.5%, as wages and salaries rose 0.7% for a second month. That was the strongest back-to-back gain since the start of last year.</p><p style=\"text-align: start;\">The saving rate dropped to 3.2%, the lowest since October 2022.</p><p style=\"text-align: start;\">Looking ahead, central bankers are still hopeful they can bring inflation down to their 2% target without breaking the economy.</p><p>A separate report out Thursday showed that slower economic growth in the first quarter masked resilient household demand and business spending.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-26/fed-s-preferred-core-inflation-gauge-rose-at-brisk-pace-in-march><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Core PCE price index, overall measure both came in as expectedWages rose 0.7% for a second month, supporting spendingThe Federal Reserve building in Washington, DC.The Federal Reserve’s preferred ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-26/fed-s-preferred-core-inflation-gauge-rose-at-brisk-pace-in-march\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-26/fed-s-preferred-core-inflation-gauge-rose-at-brisk-pace-in-march","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114834744","content_text":"Core PCE price index, overall measure both came in as expectedWages rose 0.7% for a second month, supporting spendingThe Federal Reserve building in Washington, DC.The Federal Reserve’s preferred gauge of underlying US inflation rose at a brisk pace in March, reinforcing concerns of persistent price pressures that are likely to delay any interest-rate cuts.The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. From a year ago, it advanced 2.8%.The overall PCE price measure also rose 0.3% from February and 2.7% from the prior year.Inflation-adjusted consumer spending climbed a larger-than-forecast 0.5%, the biggest gain this year.Faster inflation in the first quarter, combined with steady household spending, will likely persuade Fed policymakers to refrain from lowering interest rates — if at all — until later this year. Officials meeting next week are expected to hold borrowing costs at a two-decade high.“There’s both a story here about the economy holding up very well with high interest rates, as well as inflation pressures being persistent,” Bruce Kasman, chief economist at JPMorgan Chase & Co., said on Bloomberg Television. “And while I don’t think it’s right to talk about this from the point of view of Fed tightening, I think the case for Fed easing here is pretty small any time soon.”Traders mostly reacted positively as investors took relief from in-line monthly inflation data after quarterly figures on Thursday suggested upside risk to March.Central bankers pay close attention to services inflation excluding housing and energy, which tends to be more sticky. That metric climbed 0.4% from February, an acceleration from the prior month, according to the BEA.A robust labor market is the main reason why households have yet to hit the brakes on spending in the face of high interest rates and elevated prices.Consumer SpendingInflation-adjusted outlays for merchandise increased 1.1% last month, reflecting a second-straight month of solid spending on durable goods. Services spending, meanwhile, edged up 0.2%.Demand for workers is still healthy, supporting wage growth. Overall incomes increased 0.5%, as wages and salaries rose 0.7% for a second month. That was the strongest back-to-back gain since the start of last year.The saving rate dropped to 3.2%, the lowest since October 2022.Looking ahead, central bankers are still hopeful they can bring inflation down to their 2% target without breaking the economy.A separate report out Thursday showed that slower economic growth in the first quarter masked resilient household demand and business spending.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299353304301608,"gmtCreate":1714110428995,"gmtModify":1714115808962,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Microsoft advantage, might be my advantage. Happy Trading!","listText":"Microsoft advantage, might be my advantage. Happy Trading!","text":"Microsoft advantage, might be my advantage. Happy Trading!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299353304301608","repostId":"2430636912","repostType":4,"repost":{"id":"2430636912","kind":"highlight","pubTimestamp":1714103280,"share":"https://ttm.financial/m/news/2430636912?lang=&edition=fundamental","pubTime":"2024-04-26 11:48","market":"us","language":"en","title":"Microsoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=2430636912","media":"seekingalpha","summary":"Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.The company's competitive advantage li","content":"<html><head></head><body><ul style=\"\"><li><p>Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.</p></li><li><p>The company&#39;s competitive advantage lies in its expansive business and market leadership that covers key layers of the AI monetization roadmap, spanning infrastructure, large language models, and end-user software applications.</p></li><li><p>This continues to position Microsoft favorably for continuing its streak of sustained double-digit percentage growth and margin expansion at scale despite the sheer size of its installed base.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fba5529ccd2650b4624e909452a8990\" alt=\"jewhyte\" title=\"jewhyte\" tg-width=\"750\" tg-height=\"499\"/><span>jewhyte</span></p><p>Despite giving in to the April rout amid renewed market jitters on a higher for longer interest rate backdrop and geopolitical unrest, Microsoft Corporation remains poised as a resilient gainer. This is corroborated by its robust March quarter results and managements optimism on a solid outlook underpinned by continued capture of emerging artificial intelligence (&#34;AI&#34;) growth opportunities.</p><p>We believe AI continues to be an incrementally additive opportunity to Microsoft’s outlook. This is particularly due to its expansive business that spans across infrastructure, large language models (“LLM”s) and end-user software applications – namely, the three key segments of AI opportunities.</p><p>Looking ahead, Microsoft remains well-positioned for pent-up valuation gains as it continues to monetize on additive AI opportunities down the nascent technology’s value chain. Incrementally, we believe this also bodes favorably within a risk-off environment when paired with Microsoft’s robust balance sheet, which reinforces its haven characteristics.</p><h2 id=\"id_354123258\">AI Double-Dip in Inference and Software</h2><p>We believe Microsoft’s competitive advantage amid AI transformation lies not only in its prescient investment into OpenAI and other related technology developments, but also in its expansive addressable market that spans across infrastructure, LLMs and development tools, and end-user software applications. Specifically, Microsoft’s diversified revenue sources for capturing AI opportunities remain a key mitigating factor against concerns about eventual demand risks and preserves its long-term growth trajectory.</p><h4 id=\"id_822985143\"><em>Inferencing Opportunities</em></h4><p>As discussed in our previous coverage on the stock, Microsoft Azure remains a key beneficiary in the transition from training-dominant to inference-dominance workloads in the AI adoption cycle. And we continue to expect this trend to pick up in momentum heading into the second half of calendar 2024. This is also in line with management’s continued expectations for further momentum in commercial business growth through the back half of FY 2024 and beyond, particularly as AI service adoption scales up.</p><p>Specifically, inferencing is expected to become the key driver of AI workload volumes, as industries start to scale up usage of AI solutions adopted over the past year. Industry currently forecasts inferencing activity to represent &#34;2x the number of cycles and spend as training by mid-2025.&#34; And the forecast trends are consistent with the growing share of revenue attributable to AI inference, and the industry’s increasing focus on addressing inference needs, as cited by Microsoft and its AI peers. For instance, AI darling Nvidia (NVDA) has referred to “inference” capabilities in its newest products eight times during the latest GTC keynote, while drastically reducing mentions of “training” compared to recent presentations.</p><blockquote><p>We estimate in the past year approximately 40% of data center revenue was for AI inference…We are on track to ramp H200 with initial shipments in the second quarter. Demand is strong as H200 nearly doubles the inference performance of H100.</p><p><em>Source: Nvidia F4Q24 Earnings Call Transcript</em>.</p><p>As AI proliferates and the world moves towards more AI integrated application, there&#39;s a market shift toward local inferencing and smaller, more nimble models.</p><p><em>Source: Intel 4Q3 Earnings Call Transcript</em>.</p><p><strong>Mark Murphy</strong></p><p>Yeah. Thank you very much. Is it possible to unpack the 6 point AI services tailwind, it&#39;s just to help us understand which elements ramped up by the three incremental points.</p><p><strong>Amy Hood</strong></p><p>Mark, without getting into tons of line items, it&#39;s more simple to think of it as really, it&#39;s people adopting it for inferencing at the API generally…But this is primarily an inferencing workload right now in terms of what&#39;s driving that number.</p><p><em>Source: Microsoft F2Q24 Earnings Call Transcript</em>.</p></blockquote><p>Accelerating inferencing activity is also in line with the increasing migration of workloads to the cloud, which continues to benefit Azure. Specifically, we remain confident in Azure’s market share gain prospects not only because of its leading position as a primary cloud service provider, but also because of its diverse selection of instances to fit every performance and cost requirement from customers.</p><p>In addition to instances powered by third-party chips from Nvidia and Advanced Micro Devices (AMD), for instance, Microsoft has also started to ramp deployments powered by its internally developed Maia 100 accelerator introduced last quarter. The chip was designed for optimized performance and cost efficiency for the Azure hardware stack, and enables “huge gains in performance and efficiency” with Microsoft workloads – especially as inferencing activity picks up. This continues to be an important link in addressing increasingly structural optimization demands from customers, despite stabilizing headwinds.</p><p>The favorable prospects of Microsoft’s capture of additive inference workloads is further reinforced by stabilizing growth at Azure. Specifically, Azure revenues have grown 31% y/y during the fiscal third quarter, with AI services remaining a key driver.</p><p>Looking ahead, we believe Azure remains well-positioned to be a key beneficiary of AI-driven cloud total addressable market, or TAM, expansion. In addition to its diversified instances to serve wide-ranging customer needs, Microsoft is also continuing investments into expanding its capacity to address emerging AI opportunities. This includes its recent partnership with OpenAI to spend more than $100 billion on the development of the next-generation “Stargate” supercomputer, which is expected to come online “as soon as 2028.” This is in line with hefty multi-year investments recently earmarked by rivals Amazon (AMZN) and Google (GOOG, GOOGL) towards data centers and server infrastructure, underscoring industry expectations for resilient AI opportunities ahead.</p><h4 id=\"id_2038543034\"><em>Software Opportunities</em></h4><p>In addition to infrastructural opportunities, we also remain optimistic in Microsoft’s advantage in capitalizing on incremental AI opportunities across other key areas of the value chain – namely, end-use software applications. Specifically, as summarized by Amazon, emerging AI opportunities primarily span across three key layers – infrastructure, foundation models, and the application stack. And Microsoft remains a key beneficiary of emerging AI opportunities in the application stack as well, complementing its already-growing share gains in the infrastructure layer. Taken together, Microsoft’s leadership in software will be a key factor for extending its AI monetization trajectory over those observed at peers.</p><p>Specifically, Microsoft boasts a competitive advantage as the leading personal and enterprise software provider in the world, despite limited China market exposure. The continued integration of Copilot features remain key to expanding average revenue per user, or ARPU, from its massive installed base. And ARPU expansion remains a key growth driver for the company, given “continued moderation in seat growth rates given the size of [the Microsoft 365 Suite’s] installed base.”</p><p>And Microsoft continues to demonstrate strength on this front. Following the launch of its $30 per user per month Copilot add-on subscription for existing paid Microsoft 365 seats in late 2023, uptake of the new AI-enabled product remains strong. This continues to be supported by proven productivity gains from Copilot, with users citing 29% faster task completion times. With more than 400 million paid Office 365 seats, Microsoft remains well-positioned for further growth headroom for Copilot uptake.</p><p>At full penetration, the premium Copilot subscription at $30 per user per month would translate to about $144 billion in incremental revenue across 400 million existing Office 365 paid seats – and potentially more considering anticipated price increases in the long-run. And continued adoption is expected to gain further momentum with the influx of AI-enabled Windows PCs shipping later this year which will feature the new Copilot key, and complement the recent updates rolled out across the Windows 10 and Windows 11 installed base to incorporate Copilot features.</p><p>In addition to the Copilot add-on for Microsoft 365, Microsoft also charges between $10 (for individuals) and $39 (for enterprise) per month for GitHub Copilot – an AI-enabled coding tool for developers. To date, the company has acquired more than 1.3 million subscribers to the solution (Q3: +30% q/q). GitHub Copilot also remains the preferred AI-enabled coding tool among developers, likely due to its seamless integration with Microsoft’s productivity and cloud workloads in enterprise environments. This continues to highlight Microsoft’s competitive advantage in capturing opportunities arising from adoption momentum for low- and no-code development tools.</p><p>We believe Microsoft’s unmatched software leadership will be key to offsetting eventual headwinds when infrastructure-related AI demand normalizes. This is consistent with recent worries over the durability of the currently lofty semiconductor demand environment, which will potentially hit cloud service providers – another mission-critical backbone for AI-related developments – next.</p><h2 id=\"id_4192614241\">Other Considerations</h2><p>In addition to AI-related growth across its core Azure and software businesses, Microsoft is also well-positioned to benefit from the emerging PC recovery. Specifically, the emerging upgrade cycle of PCs bought during the pandemic era is expected to be reinforced by the advent of AI-enabled PCs and the Windows 11 refresh – two factors in which Microsoft remains a key beneficiary of.</p><p>In the first quarter, PC shipments grew by more than 3% y/y, gradually recovery from the trough observed in 2023. This is consistent with three consecutive quarters of Windows revenue growth observed in FY 2024, reversing persistent declines that have plagued the segment since late FY 2022. Specifically, F3Q24 Windows revenue grew 11% y/y, accelerating from 9% y/y in F2Q and 5% y/y in F1Q. As mentioned earlier, AI PC shipments are expected to gain momentum later this year, with industry forecasting up to 50 million units, or close to 20% of the total mix, by the end of the year. This should reinforce Windows OEM growth observed in recent quarters, and also potentially improve uptake of higher margin premium Microsoft devices ahead.</p><p>Microsoft also continues to exhibit key characteristics as a haven stock when markets turn risk-off. Given renewed geopolitical risks, in addition to increasingly structural expectations for a higher for longer interest rate environment, the set-up has increased investors’ angst. This is evident in the stock market selloff this month, with the biggest weekly drop observed in the tech-heavy Nasdaq 100 since November 2022 last week.</p><p>Although Microsoft has also sustained some losses in earlier April, its robust results and outlook reported this evening provides mitigation to risk-off sentiment. In addition to its sustained trajectory of growth and margin expansion, the company also boasts a strong balance sheet with substantial cash flows to weather any impending market uncertainties.</p><h2 id=\"id_4086483686\">Fundamental Considerations</h2><p>Adjusting our previous fundamental forecast for Microsoft’s actual F3Q24 results and outlook, with consideration of our foregoing analysis, we expect total revenue to grow 16% y/y to $245.1 billion in FY 2024.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f1b5fd03b78388116a07fd8438cc14e\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"67\"/><span>Author</span></p><p>We remain confident in the Intelligent Cloud and Productivity and Business Processes segments’ outlook in capturing additive AI opportunities ahead. These include ARPU expansion stemming from Copilot adoption across Microsoft’s productivity software installed base, as well as incremental AI-driven cloud TAM expansion for Azure. Meanwhile, the More Personal Computing segment is expected to benefit from a continuously stabilizing PC market, with anticipated synergies from the Activision Blizzard tuck-in acquisition to become more evident as integration efforts ramp. This is consistent with management’s expectation for Activision Blizzard results to become “accretive to operating income” exiting FY 2024.</p><p>On the cost front, we expect continued margin expansion, driven by continued scale of AI service deployments and ARPU growth in PBP. This is consistent with management’s expectations for one to two points of operating margin expansion in FY 2024, as economies of scale on AI-driven deployments offset incremental COGS growth and non-recurring Activision Blizzard integration costs. Specifically, the continued scale of AI services will be a key factor in driving sustained margin accretion in Microsoft’s next phase of growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36ca0d598f199a1e6c4f732852cb38c4\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"157\"/><span>Author</span></p><h2 id=\"id_330493491\">Price Considerations</h2><p>With consideration of Microsoft’s better than expected fiscal third quarter results and robust outlook in capturing incremental AI growth opportunities, we are increasing our price target to $445 for the stock (previously $402).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e24d92f991c3fd7277d7ee0cc14cce56\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"232\"/><span>Author</span></p><p>We believe Microsoft’s market cap continues to show durability in returning sustainably in the $3+ trillion market cap territory, given continued penetration of AI-driven ARPU expansion across its massive installed base, as well as AI-driven TAM expansion that remains in early stages. This will be key to supporting Microsoft’s sustained long-term growth and margin expansion trajectory, which is fundamental to its valuation outlook.</p><p>Our price target is derived using the discounted cash flow (“DCF”) approach. The analysis considers cash flow projections taken with the fundamental forecast discussed in the earlier section. A WACC of 9% is applied to reflect Microsoft’s risk profile and capital structure. Our analysis also maintains an estimated perpetual growth rate of 4.5% for Microsoft. This represents a valuation premium to peers, and exceeds the anticipated pace of longer-term economic growth in Microsoft&#39;s core operating regions.</p><p>We believe this premium is warranted, considering Microsoft’s track record in delivering consistent double-digit growth and margin expansion at scale, despite its massive and moderating installed base. This is further reinforced by its leadership in capturing emerging AI opportunities, which remain in its early stages.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e42b169a3fb55321002cba67e2112770\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"339\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1dec7e3f83dd64409fa0bd9bdc3b2b0c\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"220\"/><span>Author</span></p><h2 id=\"id_3062177964\">Conclusion</h2><p>Microsoft Corporation stock already trades at about 30% above its previous peak, set in 2021. It also exhibits a lofty valuation premium on a relative basis to its Magnificent 7 and broader tech sector peers. However, we remain confident in further upside potential at Microsoft, given its expansive reach into AI opportunities across different layers of the value chain. This will continue to reinforce its unmatched streak of double-digit growth and margin expansion through both AI-driven cloud TAM expansion and software ARPU expansion, which underpins further valuation upside potential.</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>Microsoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4686432-microsoft-ai-advantage-in-q3-2024-shows-worth-more-than-3-trillion><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.The company's competitive advantage ...</p>\n\n<a href=\"https://seekingalpha.com/article/4686432-microsoft-ai-advantage-in-q3-2024-shows-worth-more-than-3-trillion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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Leaders A Acc USD"},"source_url":"https://seekingalpha.com/article/4686432-microsoft-ai-advantage-in-q3-2024-shows-worth-more-than-3-trillion","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430636912","content_text":"Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.The company's competitive advantage lies in its expansive business and market leadership that covers key layers of the AI monetization roadmap, spanning infrastructure, large language models, and end-user software applications.This continues to position Microsoft favorably for continuing its streak of sustained double-digit percentage growth and margin expansion at scale despite the sheer size of its installed base.jewhyteDespite giving in to the April rout amid renewed market jitters on a higher for longer interest rate backdrop and geopolitical unrest, Microsoft Corporation remains poised as a resilient gainer. This is corroborated by its robust March quarter results and managements optimism on a solid outlook underpinned by continued capture of emerging artificial intelligence (\"AI\") growth opportunities.We believe AI continues to be an incrementally additive opportunity to Microsoft’s outlook. This is particularly due to its expansive business that spans across infrastructure, large language models (“LLM”s) and end-user software applications – namely, the three key segments of AI opportunities.Looking ahead, Microsoft remains well-positioned for pent-up valuation gains as it continues to monetize on additive AI opportunities down the nascent technology’s value chain. Incrementally, we believe this also bodes favorably within a risk-off environment when paired with Microsoft’s robust balance sheet, which reinforces its haven characteristics.AI Double-Dip in Inference and SoftwareWe believe Microsoft’s competitive advantage amid AI transformation lies not only in its prescient investment into OpenAI and other related technology developments, but also in its expansive addressable market that spans across infrastructure, LLMs and development tools, and end-user software applications. Specifically, Microsoft’s diversified revenue sources for capturing AI opportunities remain a key mitigating factor against concerns about eventual demand risks and preserves its long-term growth trajectory.Inferencing OpportunitiesAs discussed in our previous coverage on the stock, Microsoft Azure remains a key beneficiary in the transition from training-dominant to inference-dominance workloads in the AI adoption cycle. And we continue to expect this trend to pick up in momentum heading into the second half of calendar 2024. This is also in line with management’s continued expectations for further momentum in commercial business growth through the back half of FY 2024 and beyond, particularly as AI service adoption scales up.Specifically, inferencing is expected to become the key driver of AI workload volumes, as industries start to scale up usage of AI solutions adopted over the past year. Industry currently forecasts inferencing activity to represent \"2x the number of cycles and spend as training by mid-2025.\" And the forecast trends are consistent with the growing share of revenue attributable to AI inference, and the industry’s increasing focus on addressing inference needs, as cited by Microsoft and its AI peers. For instance, AI darling Nvidia (NVDA) has referred to “inference” capabilities in its newest products eight times during the latest GTC keynote, while drastically reducing mentions of “training” compared to recent presentations.We estimate in the past year approximately 40% of data center revenue was for AI inference…We are on track to ramp H200 with initial shipments in the second quarter. Demand is strong as H200 nearly doubles the inference performance of H100.Source: Nvidia F4Q24 Earnings Call Transcript.As AI proliferates and the world moves towards more AI integrated application, there's a market shift toward local inferencing and smaller, more nimble models.Source: Intel 4Q3 Earnings Call Transcript.Mark MurphyYeah. Thank you very much. Is it possible to unpack the 6 point AI services tailwind, it's just to help us understand which elements ramped up by the three incremental points.Amy HoodMark, without getting into tons of line items, it's more simple to think of it as really, it's people adopting it for inferencing at the API generally…But this is primarily an inferencing workload right now in terms of what's driving that number.Source: Microsoft F2Q24 Earnings Call Transcript.Accelerating inferencing activity is also in line with the increasing migration of workloads to the cloud, which continues to benefit Azure. Specifically, we remain confident in Azure’s market share gain prospects not only because of its leading position as a primary cloud service provider, but also because of its diverse selection of instances to fit every performance and cost requirement from customers.In addition to instances powered by third-party chips from Nvidia and Advanced Micro Devices (AMD), for instance, Microsoft has also started to ramp deployments powered by its internally developed Maia 100 accelerator introduced last quarter. The chip was designed for optimized performance and cost efficiency for the Azure hardware stack, and enables “huge gains in performance and efficiency” with Microsoft workloads – especially as inferencing activity picks up. This continues to be an important link in addressing increasingly structural optimization demands from customers, despite stabilizing headwinds.The favorable prospects of Microsoft’s capture of additive inference workloads is further reinforced by stabilizing growth at Azure. Specifically, Azure revenues have grown 31% y/y during the fiscal third quarter, with AI services remaining a key driver.Looking ahead, we believe Azure remains well-positioned to be a key beneficiary of AI-driven cloud total addressable market, or TAM, expansion. In addition to its diversified instances to serve wide-ranging customer needs, Microsoft is also continuing investments into expanding its capacity to address emerging AI opportunities. This includes its recent partnership with OpenAI to spend more than $100 billion on the development of the next-generation “Stargate” supercomputer, which is expected to come online “as soon as 2028.” This is in line with hefty multi-year investments recently earmarked by rivals Amazon (AMZN) and Google (GOOG, GOOGL) towards data centers and server infrastructure, underscoring industry expectations for resilient AI opportunities ahead.Software OpportunitiesIn addition to infrastructural opportunities, we also remain optimistic in Microsoft’s advantage in capitalizing on incremental AI opportunities across other key areas of the value chain – namely, end-use software applications. Specifically, as summarized by Amazon, emerging AI opportunities primarily span across three key layers – infrastructure, foundation models, and the application stack. And Microsoft remains a key beneficiary of emerging AI opportunities in the application stack as well, complementing its already-growing share gains in the infrastructure layer. Taken together, Microsoft’s leadership in software will be a key factor for extending its AI monetization trajectory over those observed at peers.Specifically, Microsoft boasts a competitive advantage as the leading personal and enterprise software provider in the world, despite limited China market exposure. The continued integration of Copilot features remain key to expanding average revenue per user, or ARPU, from its massive installed base. And ARPU expansion remains a key growth driver for the company, given “continued moderation in seat growth rates given the size of [the Microsoft 365 Suite’s] installed base.”And Microsoft continues to demonstrate strength on this front. Following the launch of its $30 per user per month Copilot add-on subscription for existing paid Microsoft 365 seats in late 2023, uptake of the new AI-enabled product remains strong. This continues to be supported by proven productivity gains from Copilot, with users citing 29% faster task completion times. With more than 400 million paid Office 365 seats, Microsoft remains well-positioned for further growth headroom for Copilot uptake.At full penetration, the premium Copilot subscription at $30 per user per month would translate to about $144 billion in incremental revenue across 400 million existing Office 365 paid seats – and potentially more considering anticipated price increases in the long-run. And continued adoption is expected to gain further momentum with the influx of AI-enabled Windows PCs shipping later this year which will feature the new Copilot key, and complement the recent updates rolled out across the Windows 10 and Windows 11 installed base to incorporate Copilot features.In addition to the Copilot add-on for Microsoft 365, Microsoft also charges between $10 (for individuals) and $39 (for enterprise) per month for GitHub Copilot – an AI-enabled coding tool for developers. To date, the company has acquired more than 1.3 million subscribers to the solution (Q3: +30% q/q). GitHub Copilot also remains the preferred AI-enabled coding tool among developers, likely due to its seamless integration with Microsoft’s productivity and cloud workloads in enterprise environments. This continues to highlight Microsoft’s competitive advantage in capturing opportunities arising from adoption momentum for low- and no-code development tools.We believe Microsoft’s unmatched software leadership will be key to offsetting eventual headwinds when infrastructure-related AI demand normalizes. This is consistent with recent worries over the durability of the currently lofty semiconductor demand environment, which will potentially hit cloud service providers – another mission-critical backbone for AI-related developments – next.Other ConsiderationsIn addition to AI-related growth across its core Azure and software businesses, Microsoft is also well-positioned to benefit from the emerging PC recovery. Specifically, the emerging upgrade cycle of PCs bought during the pandemic era is expected to be reinforced by the advent of AI-enabled PCs and the Windows 11 refresh – two factors in which Microsoft remains a key beneficiary of.In the first quarter, PC shipments grew by more than 3% y/y, gradually recovery from the trough observed in 2023. This is consistent with three consecutive quarters of Windows revenue growth observed in FY 2024, reversing persistent declines that have plagued the segment since late FY 2022. Specifically, F3Q24 Windows revenue grew 11% y/y, accelerating from 9% y/y in F2Q and 5% y/y in F1Q. As mentioned earlier, AI PC shipments are expected to gain momentum later this year, with industry forecasting up to 50 million units, or close to 20% of the total mix, by the end of the year. This should reinforce Windows OEM growth observed in recent quarters, and also potentially improve uptake of higher margin premium Microsoft devices ahead.Microsoft also continues to exhibit key characteristics as a haven stock when markets turn risk-off. Given renewed geopolitical risks, in addition to increasingly structural expectations for a higher for longer interest rate environment, the set-up has increased investors’ angst. This is evident in the stock market selloff this month, with the biggest weekly drop observed in the tech-heavy Nasdaq 100 since November 2022 last week.Although Microsoft has also sustained some losses in earlier April, its robust results and outlook reported this evening provides mitigation to risk-off sentiment. In addition to its sustained trajectory of growth and margin expansion, the company also boasts a strong balance sheet with substantial cash flows to weather any impending market uncertainties.Fundamental ConsiderationsAdjusting our previous fundamental forecast for Microsoft’s actual F3Q24 results and outlook, with consideration of our foregoing analysis, we expect total revenue to grow 16% y/y to $245.1 billion in FY 2024.AuthorWe remain confident in the Intelligent Cloud and Productivity and Business Processes segments’ outlook in capturing additive AI opportunities ahead. These include ARPU expansion stemming from Copilot adoption across Microsoft’s productivity software installed base, as well as incremental AI-driven cloud TAM expansion for Azure. Meanwhile, the More Personal Computing segment is expected to benefit from a continuously stabilizing PC market, with anticipated synergies from the Activision Blizzard tuck-in acquisition to become more evident as integration efforts ramp. This is consistent with management’s expectation for Activision Blizzard results to become “accretive to operating income” exiting FY 2024.On the cost front, we expect continued margin expansion, driven by continued scale of AI service deployments and ARPU growth in PBP. This is consistent with management’s expectations for one to two points of operating margin expansion in FY 2024, as economies of scale on AI-driven deployments offset incremental COGS growth and non-recurring Activision Blizzard integration costs. Specifically, the continued scale of AI services will be a key factor in driving sustained margin accretion in Microsoft’s next phase of growth.AuthorPrice ConsiderationsWith consideration of Microsoft’s better than expected fiscal third quarter results and robust outlook in capturing incremental AI growth opportunities, we are increasing our price target to $445 for the stock (previously $402).AuthorWe believe Microsoft’s market cap continues to show durability in returning sustainably in the $3+ trillion market cap territory, given continued penetration of AI-driven ARPU expansion across its massive installed base, as well as AI-driven TAM expansion that remains in early stages. This will be key to supporting Microsoft’s sustained long-term growth and margin expansion trajectory, which is fundamental to its valuation outlook.Our price target is derived using the discounted cash flow (“DCF”) approach. The analysis considers cash flow projections taken with the fundamental forecast discussed in the earlier section. A WACC of 9% is applied to reflect Microsoft’s risk profile and capital structure. Our analysis also maintains an estimated perpetual growth rate of 4.5% for Microsoft. This represents a valuation premium to peers, and exceeds the anticipated pace of longer-term economic growth in Microsoft's core operating regions.We believe this premium is warranted, considering Microsoft’s track record in delivering consistent double-digit growth and margin expansion at scale, despite its massive and moderating installed base. This is further reinforced by its leadership in capturing emerging AI opportunities, which remain in its early stages.AuthorAuthorConclusionMicrosoft Corporation stock already trades at about 30% above its previous peak, set in 2021. It also exhibits a lofty valuation premium on a relative basis to its Magnificent 7 and broader tech sector peers. However, we remain confident in further upside potential at Microsoft, given its expansive reach into AI opportunities across different layers of the value chain. This will continue to reinforce its unmatched streak of double-digit growth and margin expansion through both AI-driven cloud TAM expansion and software ARPU expansion, which underpins further valuation upside potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299052035334296,"gmtCreate":1714021717393,"gmtModify":1714023550791,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Hey All. This is my virginal post, one of many more to come! Please feel free to like &amp; repost&nbsp;","listText":"Hey All. This is my virginal post, one of many more to come! Please feel free to like &amp; repost&nbsp;","text":"Hey All. This is my virginal post, one of many more to come! Please feel free to like & repost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299052035334296","repostId":"298937855291408","repostType":1,"repost":{"id":298937855291408,"gmtCreate":1714014791206,"gmtModify":1714042202041,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"MSFT: Make or Break on 25 April 2024?","htmlText":"Interesting graphics ? Are your eyes always darting around, looking for “interesting” post/s — when you are ready to read about the latest on the US market? Mine do because after a while, the “hot” topics are usually the ones that are covered to “death” by the media, leaving very little coverage for other US stocks. This week being the “Mega Cap” stocks’ reporting week, most of the coverage centred squarely on <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> whether we like it or not. Not to mention, the CEO always find the time to keep the spotlight on himself. So it was refreshing to find a post on <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> with a captivating title as well. (see below) Tech Stock with AI Focus Microsoft, once known mainly for its computer","listText":"Interesting graphics ? Are your eyes always darting around, looking for “interesting” post/s — when you are ready to read about the latest on the US market? Mine do because after a while, the “hot” topics are usually the ones that are covered to “death” by the media, leaving very little coverage for other US stocks. This week being the “Mega Cap” stocks’ reporting week, most of the coverage centred squarely on <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> whether we like it or not. Not to mention, the CEO always find the time to keep the spotlight on himself. So it was refreshing to find a post on <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> with a captivating title as well. (see below) Tech Stock with AI Focus Microsoft, once known mainly for its computer","text":"Interesting graphics ? Are your eyes always darting around, looking for “interesting” post/s — when you are ready to read about the latest on the US market? Mine do because after a while, the “hot” topics are usually the ones that are covered to “death” by the media, leaving very little coverage for other US stocks. This week being the “Mega Cap” stocks’ reporting week, most of the coverage centred squarely on $Tesla Motors(TSLA)$ whether we like it or not. Not to mention, the CEO always find the time to keep the spotlight on himself. So it was refreshing to find a post on $Microsoft(MSFT)$ with a captivating title as well. (see below) Tech Stock with AI Focus Microsoft, once known mainly for its computer","images":[{"img":"https://community-static.tradeup.com/news/16fd57c06c473eeeb767595fcef68240","width":"819","height":"237"},{"img":"https://community-static.tradeup.com/news/55c1dbc472d437d73d12d5758e58b760","width":"582","height":"102"},{"img":"https://community-static.tradeup.com/news/fac5ced0c66ca2da7747c1dcc230eae3","width":"1004","height":"252"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298937855291408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":299730747932904,"gmtCreate":1714195961648,"gmtModify":1714195965140,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"[Cool]&nbsp;[Smug]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","listText":"[Cool]&nbsp;[Smug]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","text":"[Cool] [Smug] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299730747932904","repostId":"2430739839","repostType":2,"repost":{"id":"2430739839","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714182840,"share":"https://ttm.financial/m/news/2430739839?lang=&edition=fundamental","pubTime":"2024-04-27 09:54","market":"us","language":"en","title":"Tesla to Lay off 693 Employees in Nevada, Government Notice Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2430739839","media":"Reuters","summary":" - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.Tesla said earlier this month it will la","content":"<html><head></head><body><p>(Reuters) - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.</p><p>The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.</p><p>A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.</p><p>Tesla said earlier this month it will lay off 6,020 employees in Texas and California. The company&#39;s global headcount was over 140,000 in late 2023, according to a filing with U.S. regulators.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Lay off 693 Employees in Nevada, Government Notice Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Lay off 693 Employees in Nevada, Government Notice Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-27 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.</p><p>The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.</p><p>A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.</p><p>Tesla said earlier this month it will lay off 6,020 employees in Texas and California. The company&#39;s global headcount was over 140,000 in late 2023, according to a filing with U.S. regulators.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4548":"巴美列捷福持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4592":"伊斯兰概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430739839","content_text":"(Reuters) - Tesla plans to lay off 693 employees at its facilities in Sparks, Nevada, a government notice showed, as part of its plan to cut more than 10% of its global workforce amid dropping sales and rising competition.The notice was submitted to the Nevada Department of Employment, Training, and Rehabilitation earlier this week.A U.S. labor law requires companies with 100 or more employees to notify authorities 60 days ahead of planned closings or mass layoffs.Tesla said earlier this month it will lay off 6,020 employees in Texas and California. The company's global headcount was over 140,000 in late 2023, according to a filing with U.S. regulators.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299591603904648,"gmtCreate":1714161904004,"gmtModify":1714163664487,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"And we're off!!!","listText":"And we're off!!!","text":"And we're off!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299591603904648","repostId":"1158248633","repostType":4,"repost":{"id":"1158248633","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1714132800,"share":"https://ttm.financial/m/news/1158248633?lang=&edition=fundamental","pubTime":"2024-04-26 20:00","market":"us","language":"en","title":"Pre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158248633","media":"Tiger Newspress","summary":"U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that c","content":"<html><head></head><body><p>U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were up 33 points, or 0.09%, S&amp;P 500 e-minis were up 36.25 points, or 0.71%, and Nasdaq 100 e-minis were up 172.5 points, or 0.98%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33905133d03e1401948fc1f941f697db\" tg-width=\"399\" tg-height=\"202\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Alphabet (GOOGL)</strong> - Alphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board board authorized the repurchase of up to $70 billion in stock. Alphabet shares were rising 12% in premarket trading, positioning the company for a valuation of more than $2 billion. Alphabet would be the fourth U.S. company to reach the $2 trillion market cap milestone, joining Apple, Nvidia, and Microsoft.</p><p style=\"text-align: start;\"><strong>Microsoft (MSFT)</strong> - Speaking of Microsoft, the software giant reported fiscal third-quarter earnings of $2.94 a share, beating analysts’ expectations of $2.82, while revenue rose to $61.9 billion from $52.9 billion and topped consensus of $60.9 billion. Revenue from Azure and other cloud services jumped 31%, higher than estimates that called for growth of 28.8%. The growth included seven percentage points of growth related to artificial intelligence, up from six percentage points the previous quarter. Microsoft shares were up 4.4%.</p><p style=\"text-align: start;\"><strong>Intel (INTC)</strong> - Intel was falling 7.9% after the chip maker posted first-quarter revenue of $12.7 billion, below analysts’ estimates of $12.8 billion, and issued a second-quarter earnings and revenue forecast that missed expectations. Intel said it expects second-quarter adjusted earnings of 10 cents a share, below forecasts of 26 cents, while revenue was projected of $12.5 billion to $13.5 billion, below estimates of $13.7 billion. Chief Executive Pat Gelsinger said Intel was “making steady progress against our priorities.”</p><p style=\"text-align: start;\"><strong>Snap (SNAP)</strong> - Snap surged 26.1% after the social-media platform posted better-than-estimated first-quarter earnings and revenue and issued a forecast for second-quarter sales that was better than expected. The parent company of video-messaging app Snapchat sees sales in the second quarter of between $1.23 billion to $1.26 billion, higher than Wall Street expectations of $1.22 billion. Snap expects daily active users of 431 million in the second quarter, more than forecasts of 430.5 million.</p><p style=\"text-align: start;\"><strong>Meta (META)</strong> - Meta Platforms was rising 1.4% in premarket trading after closing down by 11% on Thursday following a disappointing outlook from the parent of Facebook and Instagram. The stock’s close at $441.38 was its lowest since Feb. 1, and the percentage decrease was the largest since Oct. 27, 2022, when it fell 24.6%, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong>Roku (ROKU)</strong> - Roku, the video-streaming company, said revenue in the first quarter rose 19% to $881.5 million, beating Wall Street forecasts of $843.5 million, as streaming households rose 14% from a year earlier and streaming hours jumped 23%. Roku posted a loss in the period of 35 cents a share, narrower than Wall Street expectations that called for a loss of 61 cents. The stock declined 3.6%.</p><p style=\"text-align: start;\"><strong>Atlassian (TEAM)</strong> - Atlassian, the productivity software company, reported fiscal third-quarter earnings that beat analysts’ estimates and said co-founder Scott Farquhar would step down as a head of the company after 23 years. The stock was falling 6.4%.</p><p style=\"text-align: start;\"><strong>Skechers (SKX)</strong> - Skechers was rising 11% as the athletic footwear company reported first-quarter earnings and sales that topped analysts’ estimates and raised its outlook for the year.</p><p style=\"text-align: start;\"><strong>Exxon Mobil (XOM)</strong> - Exxon Mobil’s first-quarter adjusted earnings of $2.06 a share missed analysts’ estimates of $2.19 and the stock was falling 1.3% in premarket trading.</p><p style=\"text-align: start;\"><strong>Chevron (CVX)</strong> - Chevron reported first-quarter adjusted earnings of $2.93 a share, 1 cent higher than analysts’ estimates, while revenue of $48.72 billion beat consensus of $48.42 billion.  Chevron earned $3.55 a share a year earlier on revenue of $50.8 billion. The stock fell 0.5%.</p><p><strong>U.S. Silica (SLCA)</strong> - U.S. Silica Holdings has agreed to be taken private by Apollo Global Management in a deal that gives the industrial minerals company an enterprise value of roughly $1.85 billion. U.S. Silica shares jumped 19% in premarket trading.</p><h2 id=\"id_1288056626\">Market News</h2><h3 id=\"id_2888167485\">Alphabet Beats Revenue Estimates as AI Fuels Cloud Growth</h3><p>Alphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit.</p><p>The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, surpassing the $66.1 billion expected on average by analysts, according to data compiled by Bloomberg. Net income was $1.89 per share, compared with Wall Street’s estimate of $1.53 per share.</p><p>The company also said it would pay a dividend of 20 cents a share, its first ever, and repurchase an additional $70 billion in stock.</p><h3 id=\"id_1666432922\">Microsoft Sales, Profit Beat Expectations on AI Demand</h3><p>Microsoft Corp.’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings.</p><p>Revenue in the third quarter, which ended March 31, rose 17% to $61.9 billion, while profit was $2.94 a share, the company said in a statement Thursday. Analysts on average estimated per-share earnings of $2.83 on sales of $60.9 billion.</p><p>Azure revenue gained 31% in the quarter, above an average prediction of 29% and picking up slightly from the 30% growth in the previous period. About 7% of that increase was attributable to AI, compared with 6% in the prior quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜Nasdaq Futures Rise 1%; Alphabet Surges 12%; Microsoft Gains 4%; Snap Soars 26%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-26 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were up 33 points, or 0.09%, S&amp;P 500 e-minis were up 36.25 points, or 0.71%, and Nasdaq 100 e-minis were up 172.5 points, or 0.98%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33905133d03e1401948fc1f941f697db\" tg-width=\"399\" tg-height=\"202\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Alphabet (GOOGL)</strong> - Alphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board board authorized the repurchase of up to $70 billion in stock. Alphabet shares were rising 12% in premarket trading, positioning the company for a valuation of more than $2 billion. Alphabet would be the fourth U.S. company to reach the $2 trillion market cap milestone, joining Apple, Nvidia, and Microsoft.</p><p style=\"text-align: start;\"><strong>Microsoft (MSFT)</strong> - Speaking of Microsoft, the software giant reported fiscal third-quarter earnings of $2.94 a share, beating analysts’ expectations of $2.82, while revenue rose to $61.9 billion from $52.9 billion and topped consensus of $60.9 billion. Revenue from Azure and other cloud services jumped 31%, higher than estimates that called for growth of 28.8%. The growth included seven percentage points of growth related to artificial intelligence, up from six percentage points the previous quarter. Microsoft shares were up 4.4%.</p><p style=\"text-align: start;\"><strong>Intel (INTC)</strong> - Intel was falling 7.9% after the chip maker posted first-quarter revenue of $12.7 billion, below analysts’ estimates of $12.8 billion, and issued a second-quarter earnings and revenue forecast that missed expectations. Intel said it expects second-quarter adjusted earnings of 10 cents a share, below forecasts of 26 cents, while revenue was projected of $12.5 billion to $13.5 billion, below estimates of $13.7 billion. Chief Executive Pat Gelsinger said Intel was “making steady progress against our priorities.”</p><p style=\"text-align: start;\"><strong>Snap (SNAP)</strong> - Snap surged 26.1% after the social-media platform posted better-than-estimated first-quarter earnings and revenue and issued a forecast for second-quarter sales that was better than expected. The parent company of video-messaging app Snapchat sees sales in the second quarter of between $1.23 billion to $1.26 billion, higher than Wall Street expectations of $1.22 billion. Snap expects daily active users of 431 million in the second quarter, more than forecasts of 430.5 million.</p><p style=\"text-align: start;\"><strong>Meta (META)</strong> - Meta Platforms was rising 1.4% in premarket trading after closing down by 11% on Thursday following a disappointing outlook from the parent of Facebook and Instagram. The stock’s close at $441.38 was its lowest since Feb. 1, and the percentage decrease was the largest since Oct. 27, 2022, when it fell 24.6%, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong>Roku (ROKU)</strong> - Roku, the video-streaming company, said revenue in the first quarter rose 19% to $881.5 million, beating Wall Street forecasts of $843.5 million, as streaming households rose 14% from a year earlier and streaming hours jumped 23%. Roku posted a loss in the period of 35 cents a share, narrower than Wall Street expectations that called for a loss of 61 cents. The stock declined 3.6%.</p><p style=\"text-align: start;\"><strong>Atlassian (TEAM)</strong> - Atlassian, the productivity software company, reported fiscal third-quarter earnings that beat analysts’ estimates and said co-founder Scott Farquhar would step down as a head of the company after 23 years. The stock was falling 6.4%.</p><p style=\"text-align: start;\"><strong>Skechers (SKX)</strong> - Skechers was rising 11% as the athletic footwear company reported first-quarter earnings and sales that topped analysts’ estimates and raised its outlook for the year.</p><p style=\"text-align: start;\"><strong>Exxon Mobil (XOM)</strong> - Exxon Mobil’s first-quarter adjusted earnings of $2.06 a share missed analysts’ estimates of $2.19 and the stock was falling 1.3% in premarket trading.</p><p style=\"text-align: start;\"><strong>Chevron (CVX)</strong> - Chevron reported first-quarter adjusted earnings of $2.93 a share, 1 cent higher than analysts’ estimates, while revenue of $48.72 billion beat consensus of $48.42 billion.  Chevron earned $3.55 a share a year earlier on revenue of $50.8 billion. The stock fell 0.5%.</p><p><strong>U.S. Silica (SLCA)</strong> - U.S. Silica Holdings has agreed to be taken private by Apollo Global Management in a deal that gives the industrial minerals company an enterprise value of roughly $1.85 billion. U.S. Silica shares jumped 19% in premarket trading.</p><h2 id=\"id_1288056626\">Market News</h2><h3 id=\"id_2888167485\">Alphabet Beats Revenue Estimates as AI Fuels Cloud Growth</h3><p>Alphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit.</p><p>The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, surpassing the $66.1 billion expected on average by analysts, according to data compiled by Bloomberg. Net income was $1.89 per share, compared with Wall Street’s estimate of $1.53 per share.</p><p>The company also said it would pay a dividend of 20 cents a share, its first ever, and repurchase an additional $70 billion in stock.</p><h3 id=\"id_1666432922\">Microsoft Sales, Profit Beat Expectations on AI Demand</h3><p>Microsoft Corp.’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings.</p><p>Revenue in the third quarter, which ended March 31, rose 17% to $61.9 billion, while profit was $2.94 a share, the company said in a statement Thursday. Analysts on average estimated per-share earnings of $2.83 on sales of $60.9 billion.</p><p>Azure revenue gained 31% in the quarter, above an average prediction of 29% and picking up slightly from the 30% growth in the previous period. About 7% of that increase was attributable to AI, compared with 6% in the prior quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","SLCA":"US Silica Holdings",".SPX":"S&P 500 Index","GOOG":"谷歌","META":"Meta Platforms, Inc.","SKX":"斯凯奇","MSFT":"微软","TEAM":"Atlassian Corporation PLC",".DJI":"道琼斯","SNAP":"Snap Inc","CVX":"雪佛龙",".IXIC":"NASDAQ Composite","INTC":"英特尔","ROKU":"Roku Inc","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158248633","content_text":"U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 33 points, or 0.09%, S&P 500 e-minis were up 36.25 points, or 0.71%, and Nasdaq 100 e-minis were up 172.5 points, or 0.98%.Pre-Market MoversAlphabet (GOOGL) - Alphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board board authorized the repurchase of up to $70 billion in stock. Alphabet shares were rising 12% in premarket trading, positioning the company for a valuation of more than $2 billion. Alphabet would be the fourth U.S. company to reach the $2 trillion market cap milestone, joining Apple, Nvidia, and Microsoft.Microsoft (MSFT) - Speaking of Microsoft, the software giant reported fiscal third-quarter earnings of $2.94 a share, beating analysts’ expectations of $2.82, while revenue rose to $61.9 billion from $52.9 billion and topped consensus of $60.9 billion. Revenue from Azure and other cloud services jumped 31%, higher than estimates that called for growth of 28.8%. The growth included seven percentage points of growth related to artificial intelligence, up from six percentage points the previous quarter. Microsoft shares were up 4.4%.Intel (INTC) - Intel was falling 7.9% after the chip maker posted first-quarter revenue of $12.7 billion, below analysts’ estimates of $12.8 billion, and issued a second-quarter earnings and revenue forecast that missed expectations. Intel said it expects second-quarter adjusted earnings of 10 cents a share, below forecasts of 26 cents, while revenue was projected of $12.5 billion to $13.5 billion, below estimates of $13.7 billion. Chief Executive Pat Gelsinger said Intel was “making steady progress against our priorities.”Snap (SNAP) - Snap surged 26.1% after the social-media platform posted better-than-estimated first-quarter earnings and revenue and issued a forecast for second-quarter sales that was better than expected. The parent company of video-messaging app Snapchat sees sales in the second quarter of between $1.23 billion to $1.26 billion, higher than Wall Street expectations of $1.22 billion. Snap expects daily active users of 431 million in the second quarter, more than forecasts of 430.5 million.Meta (META) - Meta Platforms was rising 1.4% in premarket trading after closing down by 11% on Thursday following a disappointing outlook from the parent of Facebook and Instagram. The stock’s close at $441.38 was its lowest since Feb. 1, and the percentage decrease was the largest since Oct. 27, 2022, when it fell 24.6%, according to Dow Jones Market Data.Roku (ROKU) - Roku, the video-streaming company, said revenue in the first quarter rose 19% to $881.5 million, beating Wall Street forecasts of $843.5 million, as streaming households rose 14% from a year earlier and streaming hours jumped 23%. Roku posted a loss in the period of 35 cents a share, narrower than Wall Street expectations that called for a loss of 61 cents. The stock declined 3.6%.Atlassian (TEAM) - Atlassian, the productivity software company, reported fiscal third-quarter earnings that beat analysts’ estimates and said co-founder Scott Farquhar would step down as a head of the company after 23 years. The stock was falling 6.4%.Skechers (SKX) - Skechers was rising 11% as the athletic footwear company reported first-quarter earnings and sales that topped analysts’ estimates and raised its outlook for the year.Exxon Mobil (XOM) - Exxon Mobil’s first-quarter adjusted earnings of $2.06 a share missed analysts’ estimates of $2.19 and the stock was falling 1.3% in premarket trading.Chevron (CVX) - Chevron reported first-quarter adjusted earnings of $2.93 a share, 1 cent higher than analysts’ estimates, while revenue of $48.72 billion beat consensus of $48.42 billion.  Chevron earned $3.55 a share a year earlier on revenue of $50.8 billion. The stock fell 0.5%.U.S. Silica (SLCA) - U.S. Silica Holdings has agreed to be taken private by Apollo Global Management in a deal that gives the industrial minerals company an enterprise value of roughly $1.85 billion. U.S. Silica shares jumped 19% in premarket trading.Market NewsAlphabet Beats Revenue Estimates as AI Fuels Cloud GrowthAlphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit.The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, surpassing the $66.1 billion expected on average by analysts, according to data compiled by Bloomberg. Net income was $1.89 per share, compared with Wall Street’s estimate of $1.53 per share.The company also said it would pay a dividend of 20 cents a share, its first ever, and repurchase an additional $70 billion in stock.Microsoft Sales, Profit Beat Expectations on AI DemandMicrosoft Corp.’s quarterly sales and profit climbed more than projected, lifted by corporate demand for the software maker’s cloud and artificial intelligence offerings.Revenue in the third quarter, which ended March 31, rose 17% to $61.9 billion, while profit was $2.94 a share, the company said in a statement Thursday. Analysts on average estimated per-share earnings of $2.83 on sales of $60.9 billion.Azure revenue gained 31% in the quarter, above an average prediction of 29% and picking up slightly from the 30% growth in the previous period. About 7% of that increase was attributable to AI, compared with 6% in the prior quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301625380229168,"gmtCreate":1714658427870,"gmtModify":1714658431379,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Worthwhile investment tips!&nbsp;","listText":"Worthwhile investment tips!&nbsp;","text":"Worthwhile investment tips!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301625380229168","repostId":"2432521906","repostType":4,"repost":{"id":"2432521906","kind":"highlight","pubTimestamp":1714638977,"share":"https://ttm.financial/m/news/2432521906?lang=&edition=fundamental","pubTime":"2024-05-02 16:36","market":"us","language":"en","title":"3 Undervalued Chinese Stocks That Can Double Before the End of 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2432521906","media":"InvestorPlace","summary":"These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.Li Auto : Strong cash buffer that will enable investment in an aggressive expansion of the retail network in China.Miniso Group : Stellar revenue growth coupled with adjusted EBITDA margin expansion that’s backed by the aggressive opening of new stores globally.JD.com : Steady revenue growth in the last few years coupled with robust cash flows that allow investment in emerging businesses.Chinese stocks have been depressed for an extended period. The reasons include regulatory hurdles for the corporate sector, macroeconomic headwinds and geopolitical factors. However, there is no doubt that some high-quality businesses in China could be invested in. The negative sentiments are, therefore, an excellent opportunity to accumulate undervalued Chinese stocks.Further, with the development and launch of new models, delivery growth is likely to remain stellar. The Li L6, a five-seat premium family SUV, w","content":"<html><head></head><body><ul style=\"\"><li><p>These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.</p></li><li><p><strong>Li Auto </strong>(<strong><u>LI</u></strong>): Strong cash buffer that will enable investment in an aggressive expansion of the retail network in China.</p></li><li><p><strong>Miniso Group</strong> (<strong><u>MNSO</u></strong>): Stellar revenue growth coupled with adjusted EBITDA margin expansion that’s backed by the aggressive opening of new stores globally.</p></li><li><p><strong>JD.com</strong> (<strong><u>JD</u></strong>): Steady revenue growth in the last few years coupled with robust cash flows that allow investment in emerging businesses.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d081a389691069f6a64cc02ec5920fc\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Creativa Images / Shutterstock,com</p><p>Chinese stocks have been depressed for an extended period. The reasons include regulatory hurdles for the corporate sector, macroeconomic headwinds and geopolitical factors. However, there is no doubt that some high-quality businesses in China could be invested in. The negative sentiments are, therefore, an excellent opportunity to accumulate undervalued Chinese stocks.</p><p>For 2024, it’s estimated that China’s GDP will increase by 4.6%. This growth is likely amidst the challenges faced by the real estate sector. China also faces issues related to overcapacity. It’s, however, worth noting that China is a big economy. Some sectors will grow at a healthy pace, while others will grow at a muted pace. At the same time, economic sectors will go through a recession.</p><p>My point is that there will continue to be attractive investment opportunities. With a broad market remaining depressed, it’s an excellent time to accumulate undervalued Chinese stocks. I believe these stocks are poised to surge higher, considering positive business catalysts.</p><h2 id=\"id_1935101079\">Li Auto (LI)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00cfa1ea916bb1d39e47bc93da58fd95\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Robert Way / Shutterstock.com</p><p><strong>Li Auto</strong> (NASDAQ:<strong><u>LI</u></strong>) is among the most undervalued Chinese stocks to buy. The stock trades at a forward price-earnings ratio of 13.5, and with robust revenue growth, I expect a quick double from current levels.</p><p>It’s worth noting that Chinese EV makers like <strong>Nio</strong> (NYSE:<strong><u>NIO</u></strong>) and <strong>XPeng</strong> (NYSE:<strong><u>XPEV</u></strong>) have been struggling. However, that’s not the case with Li Auto. The Company continues to report healthy delivery growth coupled with robust vehicle margins.</p><p>Li Auto ended 2023 with a strong cash buffer of $14.6 billion. Further, with strong free cash flows, the Company has high financial flexibility to pursue aggressive growth. Li has exclusively focused on expanding its retail network within China. Considering the financial flexibility, I expect Li auAutoo to explore international markets in the next 24 months. That’s another impending growth catalyst.</p><p>Further, with the development and launch of new models, delivery growth is likely to remain stellar. The Li L6, a five-seat premium family SUV, was launched recently. The car has received an excellent initial response.</p><h2 id=\"id_531235800\">Miniso Group (MNSO)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f24936a27ff4da617ece6cf94a77f463\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/Hendrick Wu</p><p><strong>Miniso Group</strong> (NYSE:<strong><u>MNSO</u></strong>) stock is another undervalued Chinese stock to buy for quick returns. MNSO stock trades at a forward price-earnings ratio of 19 and offers a dividend yield of 1.74%. With stellar revenue growth coupled with adjusted EBITDA margin expansion, it’s a matter of time before MNSO stock surges.</p><p>For Q2 2024, the lifestyle retailer reported revenue growth of 54% on a year-on-year basis to $541 million. This growth was driven by aggressively opening new stores in China and internationally. Further, Miniso reported an adjusted EBITDA margin of 25.9% for the quarter, which was higher by 200 basis points on a year-on-year basis.</p><p>With Miniso targeting to open 900 to 1,100 stores annually between 2024 and 2028, I expect robust growth to sustain. At the same time, the dividend upside will likely remain healthy on the back of higher cash flows. Considering these positives, MNSO stock trades at a valuation gap, and I expect a significant rally relatively soon.</p><h2 id=\"id_2479028221\">JD.com (JD)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3b70b98259fdebdf50cd16c56733b27\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p><strong>JD.com</strong> (NASDAQ:<strong><u>JD</u></strong>) was among the hottest stocks during the euphoric rally of 2021. The stock had surged above $100, backed by positive business developments and industry tailwinds. However, regulatory headwinds coupled with a shift in shopping trends in a post-pandemic world translated into a deep correction for JD stock.</p><p>At current levels of $30, JD stock seems undervalued and poised for a significant reversal rally. My view is underscored by the fact that the stock trades at a forward price-earnings ratio of 9.6. Further, JD stock offers a dividend yield of 2.5%.</p><p>An important point to note is that between 2018 and 2023, JD.com has delivered revenue growth at a CAGR of 19%. Besides healthy top-line growth, the Company’s profitability makes JD stock attractive.</p><p>To put things into perspective, the Company reported operating cash flow of $8.4 billion for 2023. This provides ample flexibility for investment in the Company’s emerging businesses. Further, the core business of JD Retail and JD Logistics has ample scope for growth and penetration within China.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued Chinese Stocks That Can Double Before the End of 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued Chinese Stocks That Can Double Before the End of 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-02 16:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/3-undervalued-chinese-stocks-that-can-double-before-the-end-of-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.Li Auto (LI): Strong cash buffer that will enable investment in an aggressive expansion of the retail ...</p>\n\n<a href=\"https://investorplace.com/2024/05/3-undervalued-chinese-stocks-that-can-double-before-the-end-of-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","XPEV":"小鹏汽车","LI":"理想汽车","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4532":"文艺复兴科技持仓","MNSO":"名创优品","BK4531":"中概回港概念","09866":"蔚来-SW","09618":"京东集团-SW","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4558":"双十一","BK4509":"腾讯概念","BK4114":"综合货品商店","BK4220":"综合零售","BK4524":"宅经济概念","IE0008368742.USD":"首域中国增长基金I Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","NIO.SI":"蔚来","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4574":"无人驾驶","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4505":"高瓴资本持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4581":"高盛持仓","NIO":"蔚来"},"source_url":"https://investorplace.com/2024/05/3-undervalued-chinese-stocks-that-can-double-before-the-end-of-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432521906","content_text":"These are the undervalued Chinese stocks to buy for 100% returns before the end of the year.Li Auto (LI): Strong cash buffer that will enable investment in an aggressive expansion of the retail network in China.Miniso Group (MNSO): Stellar revenue growth coupled with adjusted EBITDA margin expansion that’s backed by the aggressive opening of new stores globally.JD.com (JD): Steady revenue growth in the last few years coupled with robust cash flows that allow investment in emerging businesses.Source: Creativa Images / Shutterstock,comChinese stocks have been depressed for an extended period. The reasons include regulatory hurdles for the corporate sector, macroeconomic headwinds and geopolitical factors. However, there is no doubt that some high-quality businesses in China could be invested in. The negative sentiments are, therefore, an excellent opportunity to accumulate undervalued Chinese stocks.For 2024, it’s estimated that China’s GDP will increase by 4.6%. This growth is likely amidst the challenges faced by the real estate sector. China also faces issues related to overcapacity. It’s, however, worth noting that China is a big economy. Some sectors will grow at a healthy pace, while others will grow at a muted pace. At the same time, economic sectors will go through a recession.My point is that there will continue to be attractive investment opportunities. With a broad market remaining depressed, it’s an excellent time to accumulate undervalued Chinese stocks. I believe these stocks are poised to surge higher, considering positive business catalysts.Li Auto (LI)Source: Robert Way / Shutterstock.comLi Auto (NASDAQ:LI) is among the most undervalued Chinese stocks to buy. The stock trades at a forward price-earnings ratio of 13.5, and with robust revenue growth, I expect a quick double from current levels.It’s worth noting that Chinese EV makers like Nio (NYSE:NIO) and XPeng (NYSE:XPEV) have been struggling. However, that’s not the case with Li Auto. The Company continues to report healthy delivery growth coupled with robust vehicle margins.Li Auto ended 2023 with a strong cash buffer of $14.6 billion. Further, with strong free cash flows, the Company has high financial flexibility to pursue aggressive growth. Li has exclusively focused on expanding its retail network within China. Considering the financial flexibility, I expect Li auAutoo to explore international markets in the next 24 months. That’s another impending growth catalyst.Further, with the development and launch of new models, delivery growth is likely to remain stellar. The Li L6, a five-seat premium family SUV, was launched recently. The car has received an excellent initial response.Miniso Group (MNSO)Source: shutterstock.com/Hendrick WuMiniso Group (NYSE:MNSO) stock is another undervalued Chinese stock to buy for quick returns. MNSO stock trades at a forward price-earnings ratio of 19 and offers a dividend yield of 1.74%. With stellar revenue growth coupled with adjusted EBITDA margin expansion, it’s a matter of time before MNSO stock surges.For Q2 2024, the lifestyle retailer reported revenue growth of 54% on a year-on-year basis to $541 million. This growth was driven by aggressively opening new stores in China and internationally. Further, Miniso reported an adjusted EBITDA margin of 25.9% for the quarter, which was higher by 200 basis points on a year-on-year basis.With Miniso targeting to open 900 to 1,100 stores annually between 2024 and 2028, I expect robust growth to sustain. At the same time, the dividend upside will likely remain healthy on the back of higher cash flows. Considering these positives, MNSO stock trades at a valuation gap, and I expect a significant rally relatively soon.JD.com (JD)Source: Michael Vi / Shutterstock.comJD.com (NASDAQ:JD) was among the hottest stocks during the euphoric rally of 2021. The stock had surged above $100, backed by positive business developments and industry tailwinds. However, regulatory headwinds coupled with a shift in shopping trends in a post-pandemic world translated into a deep correction for JD stock.At current levels of $30, JD stock seems undervalued and poised for a significant reversal rally. My view is underscored by the fact that the stock trades at a forward price-earnings ratio of 9.6. Further, JD stock offers a dividend yield of 2.5%.An important point to note is that between 2018 and 2023, JD.com has delivered revenue growth at a CAGR of 19%. Besides healthy top-line growth, the Company’s profitability makes JD stock attractive.To put things into perspective, the Company reported operating cash flow of $8.4 billion for 2023. This provides ample flexibility for investment in the Company’s emerging businesses. Further, the core business of JD Retail and JD Logistics has ample scope for growth and penetration within China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301058388795464,"gmtCreate":1714520097812,"gmtModify":1714520101115,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Golden!","listText":"Golden!","text":"Golden!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301058388795464","repostId":"2432583120","repostType":2,"repost":{"id":"2432583120","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714519800,"share":"https://ttm.financial/m/news/2432583120?lang=&edition=fundamental","pubTime":"2024-05-01 07:30","market":"us","language":"en","title":"Pot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug","url":"https://stock-news.laohu8.com/highlight/detail?id=2432583120","media":"Reuters","summary":"April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.U.S.-listed shares of Cr","content":"<html><head></head><body><p>April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.</p><p>U.S.-listed shares of Cronos Group , Tilray Brands and Canopy Growth rose between 15.3% and 78.9%, while ETF AdvisorShares Pure US Cannabis soared 24.8%.</p><p>Canada-listed Green Thumb Industries and Trulieve Cannabis were also up 26.6% and 37.3%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a48d6d79a97fa90e1e2bb5d0b1fb55\" tg-width=\"389\" tg-height=\"925\"/></p><p>Cannabis firms are taxed under section 280E as a part of Schedule I drug, which disallows them from deducting normal business expenses from their profit, increasing tax burden for the companies. Reclassifying to Schedule III would eliminate this tax, helping towards their profitability.</p><p>&#34;This would result in meaningful cash benefits for operators and we estimate a cash benefit upwards of $150 mln,&#34; Alliance Global Partners analyst Aaron Grey said in a note.</p><p>The proposal, which, if finalized, could potentially be the most significant shift in federal cannabis policy in 40 years, is being sent to the White House Office of Management and Budget for review and to finalize the rule-making process, sources told Reuters.</p><p>The reclassification will not legalize marijuana outright for recreational use.</p><p>Shares of U.S.-listed marijuana companies had similarly soared in 2019 after Canada legalized recreational marijuana use, but the rally collapsed the following year as underwhelming revenue numbers failed to justify their sky-high valuations.</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>Pot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug</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\">\nPot Stocks Jump As U.S. DOJ Moves to Reclassify Cannabis As a Less Dangerous Drug\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-05-01 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.</p><p>U.S.-listed shares of Cronos Group , Tilray Brands and Canopy Growth rose between 15.3% and 78.9%, while ETF AdvisorShares Pure US Cannabis soared 24.8%.</p><p>Canada-listed Green Thumb Industries and Trulieve Cannabis were also up 26.6% and 37.3%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a48d6d79a97fa90e1e2bb5d0b1fb55\" tg-width=\"389\" tg-height=\"925\"/></p><p>Cannabis firms are taxed under section 280E as a part of Schedule I drug, which disallows them from deducting normal business expenses from their profit, increasing tax burden for the companies. Reclassifying to Schedule III would eliminate this tax, helping towards their profitability.</p><p>&#34;This would result in meaningful cash benefits for operators and we estimate a cash benefit upwards of $150 mln,&#34; Alliance Global Partners analyst Aaron Grey said in a note.</p><p>The proposal, which, if finalized, could potentially be the most significant shift in federal cannabis policy in 40 years, is being sent to the White House Office of Management and Budget for review and to finalize the rule-making process, sources told Reuters.</p><p>The reclassification will not legalize marijuana outright for recreational use.</p><p>Shares of U.S.-listed marijuana companies had similarly soared in 2019 after Canada legalized recreational marijuana use, but the rally collapsed the following year as underwhelming revenue numbers failed to justify their sky-high valuations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRON":"Cronos Group Inc.","BK4547":"WSB热门概念","MSOS":"AdvisorShares Pure US Cannabis ETF","ACB":"奥罗拉大麻公司","MJ":"Amplify Alternative Harvest ETF","SNDL":"SNDL Inc.","BK4007":"制药","CGC":"Canopy Growth Corporation","BK4557":"大麻股","TLRY":"Tilray Inc."},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432583120","content_text":"April 30 (Reuters) - Shares of cannabis companies surged on Tuesday afternoon after the U.S. Department of Justice (DoJ) moved to reclassify marijuana as a less dangerous drug.U.S.-listed shares of Cronos Group , Tilray Brands and Canopy Growth rose between 15.3% and 78.9%, while ETF AdvisorShares Pure US Cannabis soared 24.8%.Canada-listed Green Thumb Industries and Trulieve Cannabis were also up 26.6% and 37.3%, respectively.Cannabis firms are taxed under section 280E as a part of Schedule I drug, which disallows them from deducting normal business expenses from their profit, increasing tax burden for the companies. Reclassifying to Schedule III would eliminate this tax, helping towards their profitability.\"This would result in meaningful cash benefits for operators and we estimate a cash benefit upwards of $150 mln,\" Alliance Global Partners analyst Aaron Grey said in a note.The proposal, which, if finalized, could potentially be the most significant shift in federal cannabis policy in 40 years, is being sent to the White House Office of Management and Budget for review and to finalize the rule-making process, sources told Reuters.The reclassification will not legalize marijuana outright for recreational use.Shares of U.S.-listed marijuana companies had similarly soared in 2019 after Canada legalized recreational marijuana use, but the rally collapsed the following year as underwhelming revenue numbers failed to justify their sky-high valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300812447354944,"gmtCreate":1714460062034,"gmtModify":1714460066594,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Thoughts on this?","listText":"Thoughts on this?","text":"Thoughts on this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300812447354944","repostId":"1138672873","repostType":4,"repost":{"id":"1138672873","kind":"news","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1714383087,"share":"https://ttm.financial/m/news/1138672873?lang=&edition=fundamental","pubTime":"2024-04-29 17:31","market":"us","language":"en","title":"Option Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1138672873","media":"Option Movers","summary":"U.S. stocks closed higher on Friday (April 29), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderat","content":"<html><head></head><body><p>U.S. stocks closed higher on Friday (April 26), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderate inflation data.</p><p>Regarding the options market, a total volume of 44,051,805 contracts was traded on Friday.</p><h2 id=\"id_3576562674\">Top 10 Option Volumes</h2><p>Top 10:<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/INTC\">INTC</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a>; <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>; <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>; <a href=\"https://laohu8.com/S/SNAP\">SNAP</a>; <a href=\"https://laohu8.com/S/AMD\">AMD</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de36fc41452794508499271003d71705\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1836\"/><span>Source: Tiger Trade App</span></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board authorized the repurchase of up to $70 billion in stock. Alphabet shares gained 10%. The company’s market cap crossed $2 trillion, making Alphabet the fourth U.S. company to reach that milestone, joining Apple, Nvidia, and Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3581acce8f1299cc6b9eabd296618404\" title=\"Source: Tiger Trade App\" tg-width=\"535\" tg-height=\"370\"/><span>Source: Tiger Trade App</span></p><p>A total number of 1.02 million options related to GOOGL shares was traded, of which call options accounted for 73%. A particularly high trading volume was seen for the $175 strike call option expiring this Friday, with a total number of 64,107 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/GOOGL%2020240503%20175.0%20CALL\" title=\"$GOOGL 20240503 175.0 CALL$\" target=\"_blank\" class=\"\">$GOOGL 20240503 175.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d0797186ca2ac100a3bfa53d3535ea2\" title=\"Source: Market Chameleon\" tg-width=\"921\" tg-height=\"277\"/><span>Source: Market Chameleon</span></p><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> jumped 6.2% on Friday, following strong earnings from big tech companies including Microsoft and Alphabet. Notably, the earnings highlighted the strong demand for AI solutions, including cutting-edge AI chips that power most AI applications. These chips are developed by Nvidia and its peers.</p><p>A total number of 2.7 million options related to NVDA shares was traded. A particularly high trading volume was seen for the $900 strike call option, with a total number of 91,670 open interest as of Friday.</p><p><a href=\"https://ttm.financial/OPT/NVDA%2020240503%20900.0%20CALL\" title=\"$NVDA 20240503 900.0 CALL$\" target=\"_blank\" class=\"\">$NVDA 20240503 900.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7aedbd5ef2f594b3074e3c5b4c2a855\" title=\"Source: Market Chameleon\" tg-width=\"885\" tg-height=\"264\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders bought a net equivalent of 4,670,170 shares of Nvidia stock. The largest bullish delta came from buying calls.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e843770c7af6cb68995e6e79cc587759\" title=\"Source: Market Chameleon\" tg-width=\"762\" tg-height=\"571\"/><span>Source: Market Chameleon</span></p><h2 id=\"id_3981641929\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a3c08de9a789c5e4caf63f00465da41\" title=\"Source: Market Chameleon\" tg-width=\"1273\" tg-height=\"339\"/><span>Source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a> shares spiked 27.6% on Friday after beating Wall Street&#39;s expectations for quarterly revenue and user growth, as improvements to its advertising system delivered results faster than anticipated.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c6f3124a99e505b4bb3b62a510a2174\" title=\"Source: Tiger Trade App\" tg-width=\"793\" tg-height=\"622\"/><span>Source: Tiger Trade App</span></p><p>A total number of 689.2K options related to Snap shares was traded, of which 65% were call options. A particularly high trading volume was seen for the $15 strike call option expiring May 15, with a total number of 41,240 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/SNAP%2020240503%2015.0%20CALL\" title=\"$SNAP 20240503 15.0 CALL$\" target=\"_blank\" class=\"\">$SNAP 20240503 15.0 CALL$</a></p><h2 id=\"id_3782719409\">TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/SOFI\">SOFI</a>; <a href=\"https://laohu8.com/S/GME\">GME</a>; <a href=\"https://laohu8.com/S/C\">C</a>; <a href=\"https://laohu8.com/S/BAC\">BAC</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/LCID\">LCID</a>; <a href=\"https://laohu8.com/S/GOOG\">GOOG</a>; <a href=\"https://laohu8.com/S/PAA\">PAA</a>; <a href=\"https://laohu8.com/S/SMCI\">SMCI</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/DNN\">DNN</a>; <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/EPD\">EPD</a>; <a href=\"https://laohu8.com/S/T\">T</a>; <a href=\"https://laohu8.com/S/RIVN\">RIVN</a>; <a href=\"https://laohu8.com/S/MARA\">MARA</a>; <a href=\"https://laohu8.com/S/GOLD\">GOLD</a>; <a href=\"https://laohu8.com/S/AG\">AG</a>; <a href=\"https://laohu8.com/S/FCX\">FCX</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e17501f19912619912bd133edfef79fe\" title=\"Source: Market Chameleon\" tg-width=\"931\" tg-height=\"502\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders sold a net equivalent of -2,016,612 shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock. The largest bearish delta came from selling calls. The largest delta volume came from the 26-Apr-24 170 Call, with traders getting short 6,930,744 deltas on the single option contract.</p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></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>Option Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment </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\">\nOption Movers | Google Shows 73% Call Ratio as Surges Past $2T; Nvidia Sees Highest Bullish Sentiment \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2024-04-29 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks closed higher on Friday (April 26), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderate inflation data.</p><p>Regarding the options market, a total volume of 44,051,805 contracts was traded on Friday.</p><h2 id=\"id_3576562674\">Top 10 Option Volumes</h2><p>Top 10:<a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/INTC\">INTC</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a>; <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>; <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>; <a href=\"https://laohu8.com/S/SNAP\">SNAP</a>; <a href=\"https://laohu8.com/S/AMD\">AMD</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de36fc41452794508499271003d71705\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1836\"/><span>Source: Tiger Trade App</span></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board authorized the repurchase of up to $70 billion in stock. Alphabet shares gained 10%. The company’s market cap crossed $2 trillion, making Alphabet the fourth U.S. company to reach that milestone, joining Apple, Nvidia, and Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3581acce8f1299cc6b9eabd296618404\" title=\"Source: Tiger Trade App\" tg-width=\"535\" tg-height=\"370\"/><span>Source: Tiger Trade App</span></p><p>A total number of 1.02 million options related to GOOGL shares was traded, of which call options accounted for 73%. A particularly high trading volume was seen for the $175 strike call option expiring this Friday, with a total number of 64,107 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/GOOGL%2020240503%20175.0%20CALL\" title=\"$GOOGL 20240503 175.0 CALL$\" target=\"_blank\" class=\"\">$GOOGL 20240503 175.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d0797186ca2ac100a3bfa53d3535ea2\" title=\"Source: Market Chameleon\" tg-width=\"921\" tg-height=\"277\"/><span>Source: Market Chameleon</span></p><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> jumped 6.2% on Friday, following strong earnings from big tech companies including Microsoft and Alphabet. Notably, the earnings highlighted the strong demand for AI solutions, including cutting-edge AI chips that power most AI applications. These chips are developed by Nvidia and its peers.</p><p>A total number of 2.7 million options related to NVDA shares was traded. A particularly high trading volume was seen for the $900 strike call option, with a total number of 91,670 open interest as of Friday.</p><p><a href=\"https://ttm.financial/OPT/NVDA%2020240503%20900.0%20CALL\" title=\"$NVDA 20240503 900.0 CALL$\" target=\"_blank\" class=\"\">$NVDA 20240503 900.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7aedbd5ef2f594b3074e3c5b4c2a855\" title=\"Source: Market Chameleon\" tg-width=\"885\" tg-height=\"264\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders bought a net equivalent of 4,670,170 shares of Nvidia stock. The largest bullish delta came from buying calls.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e843770c7af6cb68995e6e79cc587759\" title=\"Source: Market Chameleon\" tg-width=\"762\" tg-height=\"571\"/><span>Source: Market Chameleon</span></p><h2 id=\"id_3981641929\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a3c08de9a789c5e4caf63f00465da41\" title=\"Source: Market Chameleon\" tg-width=\"1273\" tg-height=\"339\"/><span>Source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a> shares spiked 27.6% on Friday after beating Wall Street&#39;s expectations for quarterly revenue and user growth, as improvements to its advertising system delivered results faster than anticipated.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c6f3124a99e505b4bb3b62a510a2174\" title=\"Source: Tiger Trade App\" tg-width=\"793\" tg-height=\"622\"/><span>Source: Tiger Trade App</span></p><p>A total number of 689.2K options related to Snap shares was traded, of which 65% were call options. A particularly high trading volume was seen for the $15 strike call option expiring May 15, with a total number of 41,240 options contracts trading as of Friday.</p><p><a href=\"https://ttm.financial/OPT/SNAP%2020240503%2015.0%20CALL\" title=\"$SNAP 20240503 15.0 CALL$\" target=\"_blank\" class=\"\">$SNAP 20240503 15.0 CALL$</a></p><h2 id=\"id_3782719409\">TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>; <a href=\"https://laohu8.com/S/SOFI\">SOFI</a>; <a href=\"https://laohu8.com/S/GME\">GME</a>; <a href=\"https://laohu8.com/S/C\">C</a>; <a href=\"https://laohu8.com/S/BAC\">BAC</a>; <a href=\"https://laohu8.com/S/META\">META</a>; <a href=\"https://laohu8.com/S/LCID\">LCID</a>; <a href=\"https://laohu8.com/S/GOOG\">GOOG</a>; <a href=\"https://laohu8.com/S/PAA\">PAA</a>; <a href=\"https://laohu8.com/S/SMCI\">SMCI</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/DNN\">DNN</a>; <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/EPD\">EPD</a>; <a href=\"https://laohu8.com/S/T\">T</a>; <a href=\"https://laohu8.com/S/RIVN\">RIVN</a>; <a href=\"https://laohu8.com/S/MARA\">MARA</a>; <a href=\"https://laohu8.com/S/GOLD\">GOLD</a>; <a href=\"https://laohu8.com/S/AG\">AG</a>; <a href=\"https://laohu8.com/S/FCX\">FCX</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e17501f19912619912bd133edfef79fe\" title=\"Source: Market Chameleon\" tg-width=\"931\" tg-height=\"502\"/><span>Source: Market Chameleon</span></p><p>Based on option delta volume, traders sold a net equivalent of -2,016,612 shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock. The largest bearish delta came from selling calls. The largest delta volume came from the 26-Apr-24 170 Call, with traders getting short 6,930,744 deltas on the single option contract.</p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","SNAP":"Snap Inc","GOOG":"谷歌","MSFT":"微软","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138672873","content_text":"U.S. stocks closed higher on Friday (April 26), buoyed by a rally in megacap growth stocks following robust quarterly results from technology heavyweights Alphabet and Microsoft in addition to moderate inflation data.Regarding the options market, a total volume of 44,051,805 contracts was traded on Friday.Top 10 Option VolumesTop 10:TSLA; NVDA; GOOGL; META; INTC; MSFT; AMZN; AAPL; SNAP; AMDSource: Tiger Trade AppAlphabet posted better-than-expected first-quarter earnings and revenue and the parent company of Google announced it would be paying its first dividend of 20 cents a share. Alphabet also said its board authorized the repurchase of up to $70 billion in stock. Alphabet shares gained 10%. The company’s market cap crossed $2 trillion, making Alphabet the fourth U.S. company to reach that milestone, joining Apple, Nvidia, and Microsoft.Source: Tiger Trade AppA total number of 1.02 million options related to GOOGL shares was traded, of which call options accounted for 73%. A particularly high trading volume was seen for the $175 strike call option expiring this Friday, with a total number of 64,107 options contracts trading as of Friday.$GOOGL 20240503 175.0 CALL$Source: Market ChameleonShares of Nvidia jumped 6.2% on Friday, following strong earnings from big tech companies including Microsoft and Alphabet. Notably, the earnings highlighted the strong demand for AI solutions, including cutting-edge AI chips that power most AI applications. These chips are developed by Nvidia and its peers.A total number of 2.7 million options related to NVDA shares was traded. A particularly high trading volume was seen for the $900 strike call option, with a total number of 91,670 open interest as of Friday.$NVDA 20240503 900.0 CALL$Source: Market ChameleonBased on option delta volume, traders bought a net equivalent of 4,670,170 shares of Nvidia stock. The largest bullish delta came from buying calls.Source: Market ChameleonUnusual Options ActivitySource: Market ChameleonSnap shares spiked 27.6% on Friday after beating Wall Street's expectations for quarterly revenue and user growth, as improvements to its advertising system delivered results faster than anticipated.Source: Tiger Trade AppA total number of 689.2K options related to Snap shares was traded, of which 65% were call options. A particularly high trading volume was seen for the $15 strike call option expiring May 15, with a total number of 41,240 options contracts trading as of Friday.$SNAP 20240503 15.0 CALL$TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: NVDA; SOFI; GME; C; BAC; META; LCID; GOOG; PAA; SMCITop 10 bearish stocks: TSLA; DNN; F; EPD; T; RIVN; MARA; GOLD; AG; FCXSource: Market ChameleonBased on option delta volume, traders sold a net equivalent of -2,016,612 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 26-Apr-24 170 Call, with traders getting short 6,930,744 deltas on the single option contract.If you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300663904153664,"gmtCreate":1714423796603,"gmtModify":1714423801066,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"What's the trend here?","listText":"What's the trend here?","text":"What's the trend here?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300663904153664","repostId":"2431851330","repostType":2,"repost":{"id":"2431851330","kind":"highlight","pubTimestamp":1714402302,"share":"https://ttm.financial/m/news/2431851330?lang=&edition=fundamental","pubTime":"2024-04-29 22:51","market":"us","language":"en","title":"Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust","url":"https://stock-news.laohu8.com/highlight/detail?id=2431851330","media":"InvestorPlace","summary":"Here's why Microsoft remains one of the top Magnificent 7 options to own, despite the impressive rise in MSFT stock investors have seen.","content":"<html><head></head><body><ul style=\"\"><li><p>Shares of <strong>Microsoft </strong>(<strong>MSFT</strong>) have outperformed the broader market, in large part due to the company’s AI integrations.</p></li><li><p>Driving much of the company’s recent hype has been its integration of Phi-3 Mini, the first of three new small AI models.</p></li><li><p>Microsoft has continued to grow its reach in this space organically and via partnerships.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c7a5c9a00ebb3fc523328e38d92e38e\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: The Art of Pics / Shutterstock.com</p><p>For investors looking at stocks in the Magnificent 7 group, <strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) stock could be the best choice in the bunch.</p><p>A strong player in the AI, cloud, and software markets, Microsoft really provides the durable long-term growth profile most investors are after.</p><p>Indeed, the company’s recent increased focus on its AI investments are what’s driving most of the demand around MSFT stock in recent months.</p><p>Microsoft has announced its expansion plans this year with its $2.9 billion investment in its Japan-based AI cloud infrastructure.</p><p>In Q4, the company saw a 24% increase in cloud revenue and AI, which is integrated across its tech segments.</p><p>Accordingly, it’s clear that Microsoft is positioned for more growth in both sectors. Let’s dive into why this stock could be the preferable way to play big cap tech right now.</p><h2 id=\"id_1439022492\">A Closer Look at MSFT Stock</h2><p>Microsoft’s upcoming quarterly reports could reveal it’s gaining ground on cloud-computing leader <strong>Amazon</strong> (NASDAQ:<strong><u>AMZN</u></strong>), thanks to its innovative AI features powered by OpenAI.</p><p>The Redmond-based company has outpaced Amazon and Google with tools like Copilot, which was introduced for $30 a month last November.</p><p>RBC Capital Markets’ Rishi Jaluria noted that Azure is reaping the benefits of Microsoft’s AI strategy, foreseeing Microsoft gaining ground on Amazon.</p><p>He also expects cloud providers to profit from technology spending, stabilizing despite economic uncertainty. </p><p>Notably, Microsoft has also introduced Phi-3 Mini, a smaller AI model with 3.8 billion parameters, available on Azure, Hugging Face, and Ollama.</p><p>Phi-3 Small (7B parameters) and Phi-3 Medium (14B parameters) are forthcoming as additional new features. Parameters determine a model’s complexity, with Phi-3 outperforming Phi-2, approaching responses of models 10 times its size.</p><p>Recent reports suggest that Phi-3 Mini could match the capabilities of larger models like GPT-3.5 over time, but using less resources. That’s the sort of story many investors can latch onto.</p><p>Small AI models are cost-effective and perform better on personal devices. Microsoft established a team for lightweight AI models and introduced Orca-Math for math problem-solving.</p><p>Now, competitors like Google with Gemma and Anthropic with Claude also offer small AI models for various tasks.</p><p>However, Microsoft could take the lead in this space over time, given the depth of its pockets and the AI talent it’s brought aboard in recent years.</p><h2 id=\"id_2496498801\">Q3 Earnings</h2><p>Microsoft’s fiscal third-quarter earnings were released on Thursday. And boy, did investors get what they wanted to see.</p><p>The company beat estimates on both the top and bottom-line, with significant growth seen in Microsoft’s cloud computing business. This growth was increasingly driven by Copilot and the overall Copilot stack, which CEO Satya Nadella referred to as integral to a “new era of AI transformation” at the company. The company estimates that its AI integrations led to 7% of contribution to Azure’s impressive results over the past quarter.</p><p>That’s impressive, and that’s the meaningful top and bottom-line impact investors want to see. Besides these strong backwards-looking numbers, the company released guidance that was ahead of expectations. So, overall, investors saw some very strong numbers for Microsoft this past quarter, and an equally strong outlook to latch onto.</p><h2 id=\"id_1602304316\">Partnerships Here and There</h2><p>Microsoft significantly boosted its AI endeavors as <strong>Coca-Cola</strong> (NYSE:<strong>KO</strong>) signed a five-year, $1.1 billion deal to use Microsoft’s Azure cloud services and AI technology.</p><p>Microsoft’s executive vice president and chief commercial officer, Judson Althoff, highlighted the progress in accelerating AI transformation across Coca-Cola and its bottlers worldwide.</p><p>Moreover, Microsoft and Cognizant are teaming up to expand enterprise adoption of generative AI. Cognizant acquired 25,000 Microsoft 365 Copilot seats and 500 each of Sales Copilot and Services Copilot for its global associates.</p><p>This move aims to streamline workflows and enhance customer experiences. Additionally, the partnership will promote the use of generative AI across Cognizant’s client base through its advisory and digital transformation services.</p><p>Cognizant aims to roll out Microsoft 365 Copilot to one million users across its 2,000 global clients in 11 industries.</p><p>Their Synapse skilling program plans to train over one million individuals in AI skills by 2026. However, some CIOs are skeptical about the ROI of generative AI co-pilots due to high costs and workflow adjustments.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust</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\">\nMicrosoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-29 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, ...</p>\n\n<a href=\"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0251142724.SGD":"Fidelity America A-SGD","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","BK4573":"虚拟现实","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4581":"高盛持仓","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","GOOG":"谷歌","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","GOOGL":"谷歌A","KO":"可口可乐","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","AMZN":"亚马逊","LU0080751232.USD":"富达环球多元动力基金A","BK4577":"网络游戏","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","MSFT":"微软","SG9999002232.USD":"Allianz Global High Payout USD","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431851330","content_text":"Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, the first of three new small AI models.Microsoft has continued to grow its reach in this space organically and via partnerships.Source: The Art of Pics / Shutterstock.comFor investors looking at stocks in the Magnificent 7 group, Microsoft (NASDAQ:MSFT) stock could be the best choice in the bunch.A strong player in the AI, cloud, and software markets, Microsoft really provides the durable long-term growth profile most investors are after.Indeed, the company’s recent increased focus on its AI investments are what’s driving most of the demand around MSFT stock in recent months.Microsoft has announced its expansion plans this year with its $2.9 billion investment in its Japan-based AI cloud infrastructure.In Q4, the company saw a 24% increase in cloud revenue and AI, which is integrated across its tech segments.Accordingly, it’s clear that Microsoft is positioned for more growth in both sectors. Let’s dive into why this stock could be the preferable way to play big cap tech right now.A Closer Look at MSFT StockMicrosoft’s upcoming quarterly reports could reveal it’s gaining ground on cloud-computing leader Amazon (NASDAQ:AMZN), thanks to its innovative AI features powered by OpenAI.The Redmond-based company has outpaced Amazon and Google with tools like Copilot, which was introduced for $30 a month last November.RBC Capital Markets’ Rishi Jaluria noted that Azure is reaping the benefits of Microsoft’s AI strategy, foreseeing Microsoft gaining ground on Amazon.He also expects cloud providers to profit from technology spending, stabilizing despite economic uncertainty. Notably, Microsoft has also introduced Phi-3 Mini, a smaller AI model with 3.8 billion parameters, available on Azure, Hugging Face, and Ollama.Phi-3 Small (7B parameters) and Phi-3 Medium (14B parameters) are forthcoming as additional new features. Parameters determine a model’s complexity, with Phi-3 outperforming Phi-2, approaching responses of models 10 times its size.Recent reports suggest that Phi-3 Mini could match the capabilities of larger models like GPT-3.5 over time, but using less resources. That’s the sort of story many investors can latch onto.Small AI models are cost-effective and perform better on personal devices. Microsoft established a team for lightweight AI models and introduced Orca-Math for math problem-solving.Now, competitors like Google with Gemma and Anthropic with Claude also offer small AI models for various tasks.However, Microsoft could take the lead in this space over time, given the depth of its pockets and the AI talent it’s brought aboard in recent years.Q3 EarningsMicrosoft’s fiscal third-quarter earnings were released on Thursday. And boy, did investors get what they wanted to see.The company beat estimates on both the top and bottom-line, with significant growth seen in Microsoft’s cloud computing business. This growth was increasingly driven by Copilot and the overall Copilot stack, which CEO Satya Nadella referred to as integral to a “new era of AI transformation” at the company. The company estimates that its AI integrations led to 7% of contribution to Azure’s impressive results over the past quarter.That’s impressive, and that’s the meaningful top and bottom-line impact investors want to see. Besides these strong backwards-looking numbers, the company released guidance that was ahead of expectations. So, overall, investors saw some very strong numbers for Microsoft this past quarter, and an equally strong outlook to latch onto.Partnerships Here and ThereMicrosoft significantly boosted its AI endeavors as Coca-Cola (NYSE:KO) signed a five-year, $1.1 billion deal to use Microsoft’s Azure cloud services and AI technology.Microsoft’s executive vice president and chief commercial officer, Judson Althoff, highlighted the progress in accelerating AI transformation across Coca-Cola and its bottlers worldwide.Moreover, Microsoft and Cognizant are teaming up to expand enterprise adoption of generative AI. Cognizant acquired 25,000 Microsoft 365 Copilot seats and 500 each of Sales Copilot and Services Copilot for its global associates.This move aims to streamline workflows and enhance customer experiences. Additionally, the partnership will promote the use of generative AI across Cognizant’s client base through its advisory and digital transformation services.Cognizant aims to roll out Microsoft 365 Copilot to one million users across its 2,000 global clients in 11 industries.Their Synapse skilling program plans to train over one million individuals in AI skills by 2026. However, some CIOs are skeptical about the ROI of generative AI co-pilots due to high costs and workflow adjustments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299991733006568,"gmtCreate":1714259678707,"gmtModify":1714259682392,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"What's the concensus","listText":"What's the concensus","text":"What's the concensus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299991733006568","repostId":"1157702609","repostType":2,"repost":{"id":"1157702609","kind":"news","weMediaInfo":{"introduction":"Everything can be ETF","home_visible":1,"media_name":"ETF Tracker","id":"1070810721","head_image":"https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179"},"pubTimestamp":1714225546,"share":"https://ttm.financial/m/news/1157702609?lang=&edition=fundamental","pubTime":"2024-04-27 21:45","market":"us","language":"en","title":"Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157702609","media":"ETF Tracker","summary":"Many have described Tesla's latest financial report and conference call as \"Amazing words, horrible numbers.\"On Wednesday, Tesla's stock price surged by over 14%, marking its largest increase since 20","content":"<html><head></head><body><p>Many have described Tesla&#39;s latest financial report and conference call as &#34;Amazing words, horrible numbers.&#34;</p><p style=\"text-align: start;\">On Wednesday, Tesla&#39;s stock price surged by over 14%, marking its largest increase since 2021. On Thursday, Tesla&#39;s stock price continued to rise by nearly 5%.</p><p style=\"text-align: start;\">Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.</p><p style=\"text-align: start;\">Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&amp;P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.</p><p style=\"text-align: start;\"><strong>Significant Growth Slowdown</strong></p><p style=\"text-align: start;\">Tesla&#39;s financial report confirms investors&#39; concerns about its first-quarter financial situation.</p><p style=\"text-align: start;\">Adjusted earnings per share were $0.45, a decrease of 47% compared to the same period last year. Revenue was $21.3 billion, down by 8.7%. The company burned through $2.5 billion in cash this quarter.</p><p style=\"text-align: start;\">According to the company, these financial metrics are unlikely to improve immediately.</p><p style=\"text-align: start;\">During its first-quarter shareholder meeting, the company stated, &#34;In 2024, the growth rate of our vehicle sales may significantly lag behind that of 2023.&#34;</p><p style=\"text-align: start;\">However, investors are not concerned. Tesla&#39;s slowing growth this year is already well-known; this is also why its stock price plummeted by 42% from the beginning of the year to Tuesday.</p><p style=\"text-align: start;\"><strong>Future Vision</strong></p><p style=\"text-align: start;\">Instead, investors are focusing on Tesla&#39;s cost-cutting measures, including laying off 2,700 people at its Gigafactory in Austin, Texas, and CEO Elon Musk&#39;s highly optimistic future vision described during its conference call.</p><p style=\"text-align: start;\">Musk pledged that the company would soon operate millions of autonomous vehicles, which he called &#34;Cybercabs.&#34; It also plans to start selling its humanoid robot, Optimus, as early as 2025.</p><p style=\"text-align: start;\">Musk has a history of making bold promises, which often take longer to fulfill than initially predicted. However, he also has a reputation for delivering on many promises.</p><p style=\"text-align: start;\">Wednesday&#39;s excitement for Tesla investors wasn&#39;t just about robots and self-driving cars. The company stated that it would &#34;accelerate the launch of new models, earlier than the previously communicated plan to start production in the second half of 2025.&#34;</p><p style=\"text-align: start;\">The company stated, &#34;These new models, including more affordable models, will leverage aspects of the next-generation platform as well as our current platform and will be able to be produced on the same production line as our current models.&#34;</p><p style=\"text-align: start;\">This alleviated some investors&#39; concerns about Tesla&#39;s lineup becoming outdated, while also opening up the possibility of accelerating growth next year.</p><p style=\"text-align: start;\">Earlier this month, Reuters reported that Tesla had abandoned plans to build a cheap mass-market car called the Model 2.</p><p style=\"text-align: start;\">Although Tesla did not specify if any of its new models would be equivalent to the Model 2, the fact that the company is introducing new models to the market is enough to pique investors&#39; interest.</p><p style=\"text-align: start;\"><strong>Competition Is Increasing</strong></p><p style=\"text-align: start;\">However, not everyone believes in Tesla&#39;s rosy rhetoric.</p><p style=\"text-align: start;\">Analysts at Bernstein stated that they &#34;struggle to understand why Tesla needs a separate robo-taxi product.&#34; They added that they believe widespread deployment of Tesla&#39;s Cybercab &#34;is still 5 to 10 years away&#34; and that autonomous driving cars &#34;may not necessarily be a winner-takes-all market.&#34;</p><p style=\"text-align: start;\">Analysts at Bank of America hold the opposite view.</p><p style=\"text-align: start;\">Tesla addressed &#34;the main concerns of this quarter and revitalized the growth narrative,&#34; they said. &#34;In the short term, the tide of news flow seems to indicate that the risk of the stock is tilting more positively.&#34;</p><p style=\"text-align: start;\">Tesla&#39;s stock remains a battleground for competing narratives, at least for today, with the bulls winning.</p><p style=\"text-align: start;\"><strong>Focus ETFs</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7accdb7d48e7d9b41bf4d120e88e8a94\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\"><strong>Direxion Daily TSLA Bull 2X Shares (TSLL)</strong></p><p style=\"text-align: start;\">The assets under management of Direxion Daily TSLA Bull 2X Shares total $600 million. TSLL provides twice the leverage exposure to Tesla&#39;s stock price movements on a daily basis (net of fees and expenses). It charges an annual fee of 0.96%.</p><p style=\"text-align: start;\">TSLL is a short-term tactical tool designed to provide double the price return of Tesla&#39;s stock on a daily basis while reducing costs and expenses. Purchasers holding stocks for more than one day will need to monitor and rebalance their positions frequently to attempt to achieve the 2x multiple.</p><p style=\"text-align: start;\"><strong>Consumer Discretionary Select Sector SPDR Fund (XLY)</strong></p><p style=\"text-align: start;\">XLY tracks the market value-weighted index of non-essential consumer goods stocks in the S&amp;P 500 index. Tesla holds 53 securities in the basket, ranking second in assets at 15.7%. The Consumer Discretionary Select Sector SPDR Fund is the largest and most popular product in the field, with assets under management totaling $19 billion. It charges an annual fee of 0.09%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1070810721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF Tracker </p>\n<p class=\"h-time\">2024-04-27 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Many have described Tesla&#39;s latest financial report and conference call as &#34;Amazing words, horrible numbers.&#34;</p><p style=\"text-align: start;\">On Wednesday, Tesla&#39;s stock price surged by over 14%, marking its largest increase since 2021. On Thursday, Tesla&#39;s stock price continued to rise by nearly 5%.</p><p style=\"text-align: start;\">Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.</p><p style=\"text-align: start;\">Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&amp;P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.</p><p style=\"text-align: start;\"><strong>Significant Growth Slowdown</strong></p><p style=\"text-align: start;\">Tesla&#39;s financial report confirms investors&#39; concerns about its first-quarter financial situation.</p><p style=\"text-align: start;\">Adjusted earnings per share were $0.45, a decrease of 47% compared to the same period last year. Revenue was $21.3 billion, down by 8.7%. The company burned through $2.5 billion in cash this quarter.</p><p style=\"text-align: start;\">According to the company, these financial metrics are unlikely to improve immediately.</p><p style=\"text-align: start;\">During its first-quarter shareholder meeting, the company stated, &#34;In 2024, the growth rate of our vehicle sales may significantly lag behind that of 2023.&#34;</p><p style=\"text-align: start;\">However, investors are not concerned. Tesla&#39;s slowing growth this year is already well-known; this is also why its stock price plummeted by 42% from the beginning of the year to Tuesday.</p><p style=\"text-align: start;\"><strong>Future Vision</strong></p><p style=\"text-align: start;\">Instead, investors are focusing on Tesla&#39;s cost-cutting measures, including laying off 2,700 people at its Gigafactory in Austin, Texas, and CEO Elon Musk&#39;s highly optimistic future vision described during its conference call.</p><p style=\"text-align: start;\">Musk pledged that the company would soon operate millions of autonomous vehicles, which he called &#34;Cybercabs.&#34; It also plans to start selling its humanoid robot, Optimus, as early as 2025.</p><p style=\"text-align: start;\">Musk has a history of making bold promises, which often take longer to fulfill than initially predicted. However, he also has a reputation for delivering on many promises.</p><p style=\"text-align: start;\">Wednesday&#39;s excitement for Tesla investors wasn&#39;t just about robots and self-driving cars. The company stated that it would &#34;accelerate the launch of new models, earlier than the previously communicated plan to start production in the second half of 2025.&#34;</p><p style=\"text-align: start;\">The company stated, &#34;These new models, including more affordable models, will leverage aspects of the next-generation platform as well as our current platform and will be able to be produced on the same production line as our current models.&#34;</p><p style=\"text-align: start;\">This alleviated some investors&#39; concerns about Tesla&#39;s lineup becoming outdated, while also opening up the possibility of accelerating growth next year.</p><p style=\"text-align: start;\">Earlier this month, Reuters reported that Tesla had abandoned plans to build a cheap mass-market car called the Model 2.</p><p style=\"text-align: start;\">Although Tesla did not specify if any of its new models would be equivalent to the Model 2, the fact that the company is introducing new models to the market is enough to pique investors&#39; interest.</p><p style=\"text-align: start;\"><strong>Competition Is Increasing</strong></p><p style=\"text-align: start;\">However, not everyone believes in Tesla&#39;s rosy rhetoric.</p><p style=\"text-align: start;\">Analysts at Bernstein stated that they &#34;struggle to understand why Tesla needs a separate robo-taxi product.&#34; They added that they believe widespread deployment of Tesla&#39;s Cybercab &#34;is still 5 to 10 years away&#34; and that autonomous driving cars &#34;may not necessarily be a winner-takes-all market.&#34;</p><p style=\"text-align: start;\">Analysts at Bank of America hold the opposite view.</p><p style=\"text-align: start;\">Tesla addressed &#34;the main concerns of this quarter and revitalized the growth narrative,&#34; they said. &#34;In the short term, the tide of news flow seems to indicate that the risk of the stock is tilting more positively.&#34;</p><p style=\"text-align: start;\">Tesla&#39;s stock remains a battleground for competing narratives, at least for today, with the bulls winning.</p><p style=\"text-align: start;\"><strong>Focus ETFs</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7accdb7d48e7d9b41bf4d120e88e8a94\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\"><strong>Direxion Daily TSLA Bull 2X Shares (TSLL)</strong></p><p style=\"text-align: start;\">The assets under management of Direxion Daily TSLA Bull 2X Shares total $600 million. TSLL provides twice the leverage exposure to Tesla&#39;s stock price movements on a daily basis (net of fees and expenses). It charges an annual fee of 0.96%.</p><p style=\"text-align: start;\">TSLL is a short-term tactical tool designed to provide double the price return of Tesla&#39;s stock on a daily basis while reducing costs and expenses. Purchasers holding stocks for more than one day will need to monitor and rebalance their positions frequently to attempt to achieve the 2x multiple.</p><p style=\"text-align: start;\"><strong>Consumer Discretionary Select Sector SPDR Fund (XLY)</strong></p><p style=\"text-align: start;\">XLY tracks the market value-weighted index of non-essential consumer goods stocks in the S&amp;P 500 index. Tesla holds 53 securities in the basket, ranking second in assets at 15.7%. The Consumer Discretionary Select Sector SPDR Fund is the largest and most popular product in the field, with assets under management totaling $19 billion. It charges an annual fee of 0.09%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF","TSLA":"特斯拉","XLY":"消费品指数ETF-SPDR可选消费品","TSLL":"Direxion Daily TSLA Bull 2X Shares","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","QQQ":"纳指100ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157702609","content_text":"Many have described Tesla's latest financial report and conference call as \"Amazing words, horrible numbers.\"On Wednesday, Tesla's stock price surged by over 14%, marking its largest increase since 2021. On Thursday, Tesla's stock price continued to rise by nearly 5%.Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.Significant Growth SlowdownTesla's financial report confirms investors' concerns about its first-quarter financial situation.Adjusted earnings per share were $0.45, a decrease of 47% compared to the same period last year. Revenue was $21.3 billion, down by 8.7%. The company burned through $2.5 billion in cash this quarter.According to the company, these financial metrics are unlikely to improve immediately.During its first-quarter shareholder meeting, the company stated, \"In 2024, the growth rate of our vehicle sales may significantly lag behind that of 2023.\"However, investors are not concerned. Tesla's slowing growth this year is already well-known; this is also why its stock price plummeted by 42% from the beginning of the year to Tuesday.Future VisionInstead, investors are focusing on Tesla's cost-cutting measures, including laying off 2,700 people at its Gigafactory in Austin, Texas, and CEO Elon Musk's highly optimistic future vision described during its conference call.Musk pledged that the company would soon operate millions of autonomous vehicles, which he called \"Cybercabs.\" It also plans to start selling its humanoid robot, Optimus, as early as 2025.Musk has a history of making bold promises, which often take longer to fulfill than initially predicted. However, he also has a reputation for delivering on many promises.Wednesday's excitement for Tesla investors wasn't just about robots and self-driving cars. The company stated that it would \"accelerate the launch of new models, earlier than the previously communicated plan to start production in the second half of 2025.\"The company stated, \"These new models, including more affordable models, will leverage aspects of the next-generation platform as well as our current platform and will be able to be produced on the same production line as our current models.\"This alleviated some investors' concerns about Tesla's lineup becoming outdated, while also opening up the possibility of accelerating growth next year.Earlier this month, Reuters reported that Tesla had abandoned plans to build a cheap mass-market car called the Model 2.Although Tesla did not specify if any of its new models would be equivalent to the Model 2, the fact that the company is introducing new models to the market is enough to pique investors' interest.Competition Is IncreasingHowever, not everyone believes in Tesla's rosy rhetoric.Analysts at Bernstein stated that they \"struggle to understand why Tesla needs a separate robo-taxi product.\" They added that they believe widespread deployment of Tesla's Cybercab \"is still 5 to 10 years away\" and that autonomous driving cars \"may not necessarily be a winner-takes-all market.\"Analysts at Bank of America hold the opposite view.Tesla addressed \"the main concerns of this quarter and revitalized the growth narrative,\" they said. \"In the short term, the tide of news flow seems to indicate that the risk of the stock is tilting more positively.\"Tesla's stock remains a battleground for competing narratives, at least for today, with the bulls winning.Focus ETFsDirexion Daily TSLA Bull 2X Shares (TSLL)The assets under management of Direxion Daily TSLA Bull 2X Shares total $600 million. TSLL provides twice the leverage exposure to Tesla's stock price movements on a daily basis (net of fees and expenses). It charges an annual fee of 0.96%.TSLL is a short-term tactical tool designed to provide double the price return of Tesla's stock on a daily basis while reducing costs and expenses. Purchasers holding stocks for more than one day will need to monitor and rebalance their positions frequently to attempt to achieve the 2x multiple.Consumer Discretionary Select Sector SPDR Fund (XLY)XLY tracks the market value-weighted index of non-essential consumer goods stocks in the S&P 500 index. Tesla holds 53 securities in the basket, ranking second in assets at 15.7%. The Consumer Discretionary Select Sector SPDR Fund is the largest and most popular product in the field, with assets under management totaling $19 billion. It charges an annual fee of 0.09%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299737032781960,"gmtCreate":1714197409100,"gmtModify":1714197412866,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Glad to be following these options.","listText":"Glad to be following these options.","text":"Glad to be following these options.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299737032781960","repostId":"299456783233024","repostType":1,"repost":{"id":299456783233024,"gmtCreate":1714115322783,"gmtModify":1714119695592,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?","htmlText":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> with a sentiment reversal of +13.51%, followed by <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , which was unaffected by earnings,","listText":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> with a sentiment reversal of +13.51%, followed by <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , which was unaffected by earnings,","text":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, $Tesla Motors(TSLA)$ with a sentiment reversal of +13.51%, followed by $Apple(AAPL)$ , which was unaffected by earnings,","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/3cfd7ce8a2dec1690841c9abe3fef014","width":"1152","height":"298"},{"img":"https://community-static.tradeup.com/news/557ac605f0c4ba8584a5c363ebdfcbaf","width":"1043","height":"582"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299456783233024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299590892482624,"gmtCreate":1714161830863,"gmtModify":1714163655752,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"I found this a really interesting read. Spare your time today! Positive trading!","listText":"I found this a really interesting read. Spare your time today! Positive trading!","text":"I found this a really interesting read. Spare your time today! Positive trading!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299590892482624","repostId":"1114834744","repostType":2,"repost":{"id":"1114834744","kind":"news","pubTimestamp":1714134600,"share":"https://ttm.financial/m/news/1114834744?lang=&edition=fundamental","pubTime":"2024-04-26 20:30","market":"us","language":"en","title":"Fed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1114834744","media":"Bloomberg","summary":"The Federal Reserve’s preferred gauge of underlying US inflation rose at a brisk pace in March, reinforcing concerns of persistent price pressures.The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. From a year ago, it advanced 2.8%.The overall PCE price measure also rose 0.3% from February and 2.7% from the prior year.Inflation-adjusted consumer spending climbed a","content":"<html><head></head><body><ul style=\"\"><li><p>Core PCE price index, overall measure both came in as expected</p></li><li><p>Wages rose 0.7% for a second month, supporting spending</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a0ba821205a0e03859dc637a6d7e770\" alt=\"The Federal Reserve building in Washington, DC.\" title=\"The Federal Reserve building in Washington, DC.\" tg-width=\"3000\" tg-height=\"1863\"/><span>The Federal Reserve building in Washington, DC.</span></p><p style=\"text-align: start;\">The Federal Reserve’s preferred gauge of underlying US inflation rose at a brisk pace in March, reinforcing concerns of persistent price pressures that are likely to delay any interest-rate cuts.</p><p style=\"text-align: start;\">The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. From a year ago, it advanced 2.8%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b1c53553e1ddd18809991292abbcffe\" tg-width=\"931\" tg-height=\"572\"/></p><p style=\"text-align: start;\">The overall PCE price measure also rose 0.3% from February and 2.7% from the prior year.</p><p style=\"text-align: start;\">Inflation-adjusted consumer spending climbed a larger-than-forecast 0.5%, the biggest gain this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5055147abbb99da465e54948a1a7fc73\" title=\"\" tg-width=\"948\" tg-height=\"426\"/></p><p>Faster inflation in the first quarter, combined with steady household spending, will likely persuade Fed policymakers to refrain from lowering interest rates — if at all — until later this year. Officials meeting next week are expected to hold borrowing costs at a two-decade high.</p><p>“There’s both a story here about the economy holding up very well with high interest rates, as well as inflation pressures being persistent,” Bruce Kasman, chief economist at JPMorgan Chase &amp; Co., said on Bloomberg Television. “And while I don’t think it’s right to talk about this from the point of view of Fed tightening, I think the case for Fed easing here is pretty small any time soon.”</p><p style=\"text-align: start;\">Traders mostly reacted positively as investors took relief from in-line monthly inflation data after quarterly figures on Thursday suggested upside risk to March.</p><p>Central bankers pay close attention to services inflation excluding housing and energy, which tends to be more sticky. That metric climbed 0.4% from February, an acceleration from the prior month, according to the BEA.</p><p style=\"text-align: start;\">A robust labor market is the main reason why households have yet to hit the brakes on spending in the face of high interest rates and elevated prices.</p><h3 id=\"id_1886711730\" style=\"text-align: start;\">Consumer Spending</h3><p style=\"text-align: start;\">Inflation-adjusted outlays for merchandise increased 1.1% last month, reflecting a second-straight month of solid spending on durable goods. Services spending, meanwhile, edged up 0.2%.</p><p style=\"text-align: start;\">Demand for workers is still healthy, supporting wage growth. Overall incomes increased 0.5%, as wages and salaries rose 0.7% for a second month. That was the strongest back-to-back gain since the start of last year.</p><p style=\"text-align: start;\">The saving rate dropped to 3.2%, the lowest since October 2022.</p><p style=\"text-align: start;\">Looking ahead, central bankers are still hopeful they can bring inflation down to their 2% target without breaking the economy.</p><p>A separate report out Thursday showed that slower economic growth in the first quarter masked resilient household demand and business spending.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March</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\">\nFed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-26/fed-s-preferred-core-inflation-gauge-rose-at-brisk-pace-in-march><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Core PCE price index, overall measure both came in as expectedWages rose 0.7% for a second month, supporting spendingThe Federal Reserve building in Washington, DC.The Federal Reserve’s preferred ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-26/fed-s-preferred-core-inflation-gauge-rose-at-brisk-pace-in-march\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-26/fed-s-preferred-core-inflation-gauge-rose-at-brisk-pace-in-march","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114834744","content_text":"Core PCE price index, overall measure both came in as expectedWages rose 0.7% for a second month, supporting spendingThe Federal Reserve building in Washington, DC.The Federal Reserve’s preferred gauge of underlying US inflation rose at a brisk pace in March, reinforcing concerns of persistent price pressures that are likely to delay any interest-rate cuts.The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. From a year ago, it advanced 2.8%.The overall PCE price measure also rose 0.3% from February and 2.7% from the prior year.Inflation-adjusted consumer spending climbed a larger-than-forecast 0.5%, the biggest gain this year.Faster inflation in the first quarter, combined with steady household spending, will likely persuade Fed policymakers to refrain from lowering interest rates — if at all — until later this year. Officials meeting next week are expected to hold borrowing costs at a two-decade high.“There’s both a story here about the economy holding up very well with high interest rates, as well as inflation pressures being persistent,” Bruce Kasman, chief economist at JPMorgan Chase & Co., said on Bloomberg Television. “And while I don’t think it’s right to talk about this from the point of view of Fed tightening, I think the case for Fed easing here is pretty small any time soon.”Traders mostly reacted positively as investors took relief from in-line monthly inflation data after quarterly figures on Thursday suggested upside risk to March.Central bankers pay close attention to services inflation excluding housing and energy, which tends to be more sticky. That metric climbed 0.4% from February, an acceleration from the prior month, according to the BEA.A robust labor market is the main reason why households have yet to hit the brakes on spending in the face of high interest rates and elevated prices.Consumer SpendingInflation-adjusted outlays for merchandise increased 1.1% last month, reflecting a second-straight month of solid spending on durable goods. Services spending, meanwhile, edged up 0.2%.Demand for workers is still healthy, supporting wage growth. Overall incomes increased 0.5%, as wages and salaries rose 0.7% for a second month. That was the strongest back-to-back gain since the start of last year.The saving rate dropped to 3.2%, the lowest since October 2022.Looking ahead, central bankers are still hopeful they can bring inflation down to their 2% target without breaking the economy.A separate report out Thursday showed that slower economic growth in the first quarter masked resilient household demand and business spending.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299353304301608,"gmtCreate":1714110428995,"gmtModify":1714115808962,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Microsoft advantage, might be my advantage. Happy Trading!","listText":"Microsoft advantage, might be my advantage. Happy Trading!","text":"Microsoft advantage, might be my advantage. Happy Trading!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299353304301608","repostId":"2430636912","repostType":4,"repost":{"id":"2430636912","kind":"highlight","pubTimestamp":1714103280,"share":"https://ttm.financial/m/news/2430636912?lang=&edition=fundamental","pubTime":"2024-04-26 11:48","market":"us","language":"en","title":"Microsoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=2430636912","media":"seekingalpha","summary":"Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.The company's competitive advantage li","content":"<html><head></head><body><ul style=\"\"><li><p>Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.</p></li><li><p>The company&#39;s competitive advantage lies in its expansive business and market leadership that covers key layers of the AI monetization roadmap, spanning infrastructure, large language models, and end-user software applications.</p></li><li><p>This continues to position Microsoft favorably for continuing its streak of sustained double-digit percentage growth and margin expansion at scale despite the sheer size of its installed base.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fba5529ccd2650b4624e909452a8990\" alt=\"jewhyte\" title=\"jewhyte\" tg-width=\"750\" tg-height=\"499\"/><span>jewhyte</span></p><p>Despite giving in to the April rout amid renewed market jitters on a higher for longer interest rate backdrop and geopolitical unrest, Microsoft Corporation remains poised as a resilient gainer. This is corroborated by its robust March quarter results and managements optimism on a solid outlook underpinned by continued capture of emerging artificial intelligence (&#34;AI&#34;) growth opportunities.</p><p>We believe AI continues to be an incrementally additive opportunity to Microsoft’s outlook. This is particularly due to its expansive business that spans across infrastructure, large language models (“LLM”s) and end-user software applications – namely, the three key segments of AI opportunities.</p><p>Looking ahead, Microsoft remains well-positioned for pent-up valuation gains as it continues to monetize on additive AI opportunities down the nascent technology’s value chain. Incrementally, we believe this also bodes favorably within a risk-off environment when paired with Microsoft’s robust balance sheet, which reinforces its haven characteristics.</p><h2 id=\"id_354123258\">AI Double-Dip in Inference and Software</h2><p>We believe Microsoft’s competitive advantage amid AI transformation lies not only in its prescient investment into OpenAI and other related technology developments, but also in its expansive addressable market that spans across infrastructure, LLMs and development tools, and end-user software applications. Specifically, Microsoft’s diversified revenue sources for capturing AI opportunities remain a key mitigating factor against concerns about eventual demand risks and preserves its long-term growth trajectory.</p><h4 id=\"id_822985143\"><em>Inferencing Opportunities</em></h4><p>As discussed in our previous coverage on the stock, Microsoft Azure remains a key beneficiary in the transition from training-dominant to inference-dominance workloads in the AI adoption cycle. And we continue to expect this trend to pick up in momentum heading into the second half of calendar 2024. This is also in line with management’s continued expectations for further momentum in commercial business growth through the back half of FY 2024 and beyond, particularly as AI service adoption scales up.</p><p>Specifically, inferencing is expected to become the key driver of AI workload volumes, as industries start to scale up usage of AI solutions adopted over the past year. Industry currently forecasts inferencing activity to represent &#34;2x the number of cycles and spend as training by mid-2025.&#34; And the forecast trends are consistent with the growing share of revenue attributable to AI inference, and the industry’s increasing focus on addressing inference needs, as cited by Microsoft and its AI peers. For instance, AI darling Nvidia (NVDA) has referred to “inference” capabilities in its newest products eight times during the latest GTC keynote, while drastically reducing mentions of “training” compared to recent presentations.</p><blockquote><p>We estimate in the past year approximately 40% of data center revenue was for AI inference…We are on track to ramp H200 with initial shipments in the second quarter. Demand is strong as H200 nearly doubles the inference performance of H100.</p><p><em>Source: Nvidia F4Q24 Earnings Call Transcript</em>.</p><p>As AI proliferates and the world moves towards more AI integrated application, there&#39;s a market shift toward local inferencing and smaller, more nimble models.</p><p><em>Source: Intel 4Q3 Earnings Call Transcript</em>.</p><p><strong>Mark Murphy</strong></p><p>Yeah. Thank you very much. Is it possible to unpack the 6 point AI services tailwind, it&#39;s just to help us understand which elements ramped up by the three incremental points.</p><p><strong>Amy Hood</strong></p><p>Mark, without getting into tons of line items, it&#39;s more simple to think of it as really, it&#39;s people adopting it for inferencing at the API generally…But this is primarily an inferencing workload right now in terms of what&#39;s driving that number.</p><p><em>Source: Microsoft F2Q24 Earnings Call Transcript</em>.</p></blockquote><p>Accelerating inferencing activity is also in line with the increasing migration of workloads to the cloud, which continues to benefit Azure. Specifically, we remain confident in Azure’s market share gain prospects not only because of its leading position as a primary cloud service provider, but also because of its diverse selection of instances to fit every performance and cost requirement from customers.</p><p>In addition to instances powered by third-party chips from Nvidia and Advanced Micro Devices (AMD), for instance, Microsoft has also started to ramp deployments powered by its internally developed Maia 100 accelerator introduced last quarter. The chip was designed for optimized performance and cost efficiency for the Azure hardware stack, and enables “huge gains in performance and efficiency” with Microsoft workloads – especially as inferencing activity picks up. This continues to be an important link in addressing increasingly structural optimization demands from customers, despite stabilizing headwinds.</p><p>The favorable prospects of Microsoft’s capture of additive inference workloads is further reinforced by stabilizing growth at Azure. Specifically, Azure revenues have grown 31% y/y during the fiscal third quarter, with AI services remaining a key driver.</p><p>Looking ahead, we believe Azure remains well-positioned to be a key beneficiary of AI-driven cloud total addressable market, or TAM, expansion. In addition to its diversified instances to serve wide-ranging customer needs, Microsoft is also continuing investments into expanding its capacity to address emerging AI opportunities. This includes its recent partnership with OpenAI to spend more than $100 billion on the development of the next-generation “Stargate” supercomputer, which is expected to come online “as soon as 2028.” This is in line with hefty multi-year investments recently earmarked by rivals Amazon (AMZN) and Google (GOOG, GOOGL) towards data centers and server infrastructure, underscoring industry expectations for resilient AI opportunities ahead.</p><h4 id=\"id_2038543034\"><em>Software Opportunities</em></h4><p>In addition to infrastructural opportunities, we also remain optimistic in Microsoft’s advantage in capitalizing on incremental AI opportunities across other key areas of the value chain – namely, end-use software applications. Specifically, as summarized by Amazon, emerging AI opportunities primarily span across three key layers – infrastructure, foundation models, and the application stack. And Microsoft remains a key beneficiary of emerging AI opportunities in the application stack as well, complementing its already-growing share gains in the infrastructure layer. Taken together, Microsoft’s leadership in software will be a key factor for extending its AI monetization trajectory over those observed at peers.</p><p>Specifically, Microsoft boasts a competitive advantage as the leading personal and enterprise software provider in the world, despite limited China market exposure. The continued integration of Copilot features remain key to expanding average revenue per user, or ARPU, from its massive installed base. And ARPU expansion remains a key growth driver for the company, given “continued moderation in seat growth rates given the size of [the Microsoft 365 Suite’s] installed base.”</p><p>And Microsoft continues to demonstrate strength on this front. Following the launch of its $30 per user per month Copilot add-on subscription for existing paid Microsoft 365 seats in late 2023, uptake of the new AI-enabled product remains strong. This continues to be supported by proven productivity gains from Copilot, with users citing 29% faster task completion times. With more than 400 million paid Office 365 seats, Microsoft remains well-positioned for further growth headroom for Copilot uptake.</p><p>At full penetration, the premium Copilot subscription at $30 per user per month would translate to about $144 billion in incremental revenue across 400 million existing Office 365 paid seats – and potentially more considering anticipated price increases in the long-run. And continued adoption is expected to gain further momentum with the influx of AI-enabled Windows PCs shipping later this year which will feature the new Copilot key, and complement the recent updates rolled out across the Windows 10 and Windows 11 installed base to incorporate Copilot features.</p><p>In addition to the Copilot add-on for Microsoft 365, Microsoft also charges between $10 (for individuals) and $39 (for enterprise) per month for GitHub Copilot – an AI-enabled coding tool for developers. To date, the company has acquired more than 1.3 million subscribers to the solution (Q3: +30% q/q). GitHub Copilot also remains the preferred AI-enabled coding tool among developers, likely due to its seamless integration with Microsoft’s productivity and cloud workloads in enterprise environments. This continues to highlight Microsoft’s competitive advantage in capturing opportunities arising from adoption momentum for low- and no-code development tools.</p><p>We believe Microsoft’s unmatched software leadership will be key to offsetting eventual headwinds when infrastructure-related AI demand normalizes. This is consistent with recent worries over the durability of the currently lofty semiconductor demand environment, which will potentially hit cloud service providers – another mission-critical backbone for AI-related developments – next.</p><h2 id=\"id_4192614241\">Other Considerations</h2><p>In addition to AI-related growth across its core Azure and software businesses, Microsoft is also well-positioned to benefit from the emerging PC recovery. Specifically, the emerging upgrade cycle of PCs bought during the pandemic era is expected to be reinforced by the advent of AI-enabled PCs and the Windows 11 refresh – two factors in which Microsoft remains a key beneficiary of.</p><p>In the first quarter, PC shipments grew by more than 3% y/y, gradually recovery from the trough observed in 2023. This is consistent with three consecutive quarters of Windows revenue growth observed in FY 2024, reversing persistent declines that have plagued the segment since late FY 2022. Specifically, F3Q24 Windows revenue grew 11% y/y, accelerating from 9% y/y in F2Q and 5% y/y in F1Q. As mentioned earlier, AI PC shipments are expected to gain momentum later this year, with industry forecasting up to 50 million units, or close to 20% of the total mix, by the end of the year. This should reinforce Windows OEM growth observed in recent quarters, and also potentially improve uptake of higher margin premium Microsoft devices ahead.</p><p>Microsoft also continues to exhibit key characteristics as a haven stock when markets turn risk-off. Given renewed geopolitical risks, in addition to increasingly structural expectations for a higher for longer interest rate environment, the set-up has increased investors’ angst. This is evident in the stock market selloff this month, with the biggest weekly drop observed in the tech-heavy Nasdaq 100 since November 2022 last week.</p><p>Although Microsoft has also sustained some losses in earlier April, its robust results and outlook reported this evening provides mitigation to risk-off sentiment. In addition to its sustained trajectory of growth and margin expansion, the company also boasts a strong balance sheet with substantial cash flows to weather any impending market uncertainties.</p><h2 id=\"id_4086483686\">Fundamental Considerations</h2><p>Adjusting our previous fundamental forecast for Microsoft’s actual F3Q24 results and outlook, with consideration of our foregoing analysis, we expect total revenue to grow 16% y/y to $245.1 billion in FY 2024.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f1b5fd03b78388116a07fd8438cc14e\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"67\"/><span>Author</span></p><p>We remain confident in the Intelligent Cloud and Productivity and Business Processes segments’ outlook in capturing additive AI opportunities ahead. These include ARPU expansion stemming from Copilot adoption across Microsoft’s productivity software installed base, as well as incremental AI-driven cloud TAM expansion for Azure. Meanwhile, the More Personal Computing segment is expected to benefit from a continuously stabilizing PC market, with anticipated synergies from the Activision Blizzard tuck-in acquisition to become more evident as integration efforts ramp. This is consistent with management’s expectation for Activision Blizzard results to become “accretive to operating income” exiting FY 2024.</p><p>On the cost front, we expect continued margin expansion, driven by continued scale of AI service deployments and ARPU growth in PBP. This is consistent with management’s expectations for one to two points of operating margin expansion in FY 2024, as economies of scale on AI-driven deployments offset incremental COGS growth and non-recurring Activision Blizzard integration costs. Specifically, the continued scale of AI services will be a key factor in driving sustained margin accretion in Microsoft’s next phase of growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36ca0d598f199a1e6c4f732852cb38c4\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"157\"/><span>Author</span></p><h2 id=\"id_330493491\">Price Considerations</h2><p>With consideration of Microsoft’s better than expected fiscal third quarter results and robust outlook in capturing incremental AI growth opportunities, we are increasing our price target to $445 for the stock (previously $402).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e24d92f991c3fd7277d7ee0cc14cce56\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"232\"/><span>Author</span></p><p>We believe Microsoft’s market cap continues to show durability in returning sustainably in the $3+ trillion market cap territory, given continued penetration of AI-driven ARPU expansion across its massive installed base, as well as AI-driven TAM expansion that remains in early stages. This will be key to supporting Microsoft’s sustained long-term growth and margin expansion trajectory, which is fundamental to its valuation outlook.</p><p>Our price target is derived using the discounted cash flow (“DCF”) approach. The analysis considers cash flow projections taken with the fundamental forecast discussed in the earlier section. A WACC of 9% is applied to reflect Microsoft’s risk profile and capital structure. Our analysis also maintains an estimated perpetual growth rate of 4.5% for Microsoft. This represents a valuation premium to peers, and exceeds the anticipated pace of longer-term economic growth in Microsoft&#39;s core operating regions.</p><p>We believe this premium is warranted, considering Microsoft’s track record in delivering consistent double-digit growth and margin expansion at scale, despite its massive and moderating installed base. This is further reinforced by its leadership in capturing emerging AI opportunities, which remain in its early stages.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e42b169a3fb55321002cba67e2112770\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"339\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1dec7e3f83dd64409fa0bd9bdc3b2b0c\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"220\"/><span>Author</span></p><h2 id=\"id_3062177964\">Conclusion</h2><p>Microsoft Corporation stock already trades at about 30% above its previous peak, set in 2021. It also exhibits a lofty valuation premium on a relative basis to its Magnificent 7 and broader tech sector peers. However, we remain confident in further upside potential at Microsoft, given its expansive reach into AI opportunities across different layers of the value chain. This will continue to reinforce its unmatched streak of double-digit growth and margin expansion through both AI-driven cloud TAM expansion and software ARPU expansion, which underpins further valuation upside potential.</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>Microsoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's AI Advantage In Q3 2024 Shows It's Worth More Than $3 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4686432-microsoft-ai-advantage-in-q3-2024-shows-worth-more-than-3-trillion><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.The company's competitive advantage ...</p>\n\n<a href=\"https://seekingalpha.com/article/4686432-microsoft-ai-advantage-in-q3-2024-shows-worth-more-than-3-trillion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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Leaders A Acc USD"},"source_url":"https://seekingalpha.com/article/4686432-microsoft-ai-advantage-in-q3-2024-shows-worth-more-than-3-trillion","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430636912","content_text":"Microsoft Corporation continues to demonstrate a solid outlook on capturing of emerging AI growth opportunities, reinforced by accelerating Azure growth in F3Q24.The company's competitive advantage lies in its expansive business and market leadership that covers key layers of the AI monetization roadmap, spanning infrastructure, large language models, and end-user software applications.This continues to position Microsoft favorably for continuing its streak of sustained double-digit percentage growth and margin expansion at scale despite the sheer size of its installed base.jewhyteDespite giving in to the April rout amid renewed market jitters on a higher for longer interest rate backdrop and geopolitical unrest, Microsoft Corporation remains poised as a resilient gainer. This is corroborated by its robust March quarter results and managements optimism on a solid outlook underpinned by continued capture of emerging artificial intelligence (\"AI\") growth opportunities.We believe AI continues to be an incrementally additive opportunity to Microsoft’s outlook. This is particularly due to its expansive business that spans across infrastructure, large language models (“LLM”s) and end-user software applications – namely, the three key segments of AI opportunities.Looking ahead, Microsoft remains well-positioned for pent-up valuation gains as it continues to monetize on additive AI opportunities down the nascent technology’s value chain. Incrementally, we believe this also bodes favorably within a risk-off environment when paired with Microsoft’s robust balance sheet, which reinforces its haven characteristics.AI Double-Dip in Inference and SoftwareWe believe Microsoft’s competitive advantage amid AI transformation lies not only in its prescient investment into OpenAI and other related technology developments, but also in its expansive addressable market that spans across infrastructure, LLMs and development tools, and end-user software applications. Specifically, Microsoft’s diversified revenue sources for capturing AI opportunities remain a key mitigating factor against concerns about eventual demand risks and preserves its long-term growth trajectory.Inferencing OpportunitiesAs discussed in our previous coverage on the stock, Microsoft Azure remains a key beneficiary in the transition from training-dominant to inference-dominance workloads in the AI adoption cycle. And we continue to expect this trend to pick up in momentum heading into the second half of calendar 2024. This is also in line with management’s continued expectations for further momentum in commercial business growth through the back half of FY 2024 and beyond, particularly as AI service adoption scales up.Specifically, inferencing is expected to become the key driver of AI workload volumes, as industries start to scale up usage of AI solutions adopted over the past year. Industry currently forecasts inferencing activity to represent \"2x the number of cycles and spend as training by mid-2025.\" And the forecast trends are consistent with the growing share of revenue attributable to AI inference, and the industry’s increasing focus on addressing inference needs, as cited by Microsoft and its AI peers. For instance, AI darling Nvidia (NVDA) has referred to “inference” capabilities in its newest products eight times during the latest GTC keynote, while drastically reducing mentions of “training” compared to recent presentations.We estimate in the past year approximately 40% of data center revenue was for AI inference…We are on track to ramp H200 with initial shipments in the second quarter. Demand is strong as H200 nearly doubles the inference performance of H100.Source: Nvidia F4Q24 Earnings Call Transcript.As AI proliferates and the world moves towards more AI integrated application, there's a market shift toward local inferencing and smaller, more nimble models.Source: Intel 4Q3 Earnings Call Transcript.Mark MurphyYeah. Thank you very much. Is it possible to unpack the 6 point AI services tailwind, it's just to help us understand which elements ramped up by the three incremental points.Amy HoodMark, without getting into tons of line items, it's more simple to think of it as really, it's people adopting it for inferencing at the API generally…But this is primarily an inferencing workload right now in terms of what's driving that number.Source: Microsoft F2Q24 Earnings Call Transcript.Accelerating inferencing activity is also in line with the increasing migration of workloads to the cloud, which continues to benefit Azure. Specifically, we remain confident in Azure’s market share gain prospects not only because of its leading position as a primary cloud service provider, but also because of its diverse selection of instances to fit every performance and cost requirement from customers.In addition to instances powered by third-party chips from Nvidia and Advanced Micro Devices (AMD), for instance, Microsoft has also started to ramp deployments powered by its internally developed Maia 100 accelerator introduced last quarter. The chip was designed for optimized performance and cost efficiency for the Azure hardware stack, and enables “huge gains in performance and efficiency” with Microsoft workloads – especially as inferencing activity picks up. This continues to be an important link in addressing increasingly structural optimization demands from customers, despite stabilizing headwinds.The favorable prospects of Microsoft’s capture of additive inference workloads is further reinforced by stabilizing growth at Azure. Specifically, Azure revenues have grown 31% y/y during the fiscal third quarter, with AI services remaining a key driver.Looking ahead, we believe Azure remains well-positioned to be a key beneficiary of AI-driven cloud total addressable market, or TAM, expansion. In addition to its diversified instances to serve wide-ranging customer needs, Microsoft is also continuing investments into expanding its capacity to address emerging AI opportunities. This includes its recent partnership with OpenAI to spend more than $100 billion on the development of the next-generation “Stargate” supercomputer, which is expected to come online “as soon as 2028.” This is in line with hefty multi-year investments recently earmarked by rivals Amazon (AMZN) and Google (GOOG, GOOGL) towards data centers and server infrastructure, underscoring industry expectations for resilient AI opportunities ahead.Software OpportunitiesIn addition to infrastructural opportunities, we also remain optimistic in Microsoft’s advantage in capitalizing on incremental AI opportunities across other key areas of the value chain – namely, end-use software applications. Specifically, as summarized by Amazon, emerging AI opportunities primarily span across three key layers – infrastructure, foundation models, and the application stack. And Microsoft remains a key beneficiary of emerging AI opportunities in the application stack as well, complementing its already-growing share gains in the infrastructure layer. Taken together, Microsoft’s leadership in software will be a key factor for extending its AI monetization trajectory over those observed at peers.Specifically, Microsoft boasts a competitive advantage as the leading personal and enterprise software provider in the world, despite limited China market exposure. The continued integration of Copilot features remain key to expanding average revenue per user, or ARPU, from its massive installed base. And ARPU expansion remains a key growth driver for the company, given “continued moderation in seat growth rates given the size of [the Microsoft 365 Suite’s] installed base.”And Microsoft continues to demonstrate strength on this front. Following the launch of its $30 per user per month Copilot add-on subscription for existing paid Microsoft 365 seats in late 2023, uptake of the new AI-enabled product remains strong. This continues to be supported by proven productivity gains from Copilot, with users citing 29% faster task completion times. With more than 400 million paid Office 365 seats, Microsoft remains well-positioned for further growth headroom for Copilot uptake.At full penetration, the premium Copilot subscription at $30 per user per month would translate to about $144 billion in incremental revenue across 400 million existing Office 365 paid seats – and potentially more considering anticipated price increases in the long-run. And continued adoption is expected to gain further momentum with the influx of AI-enabled Windows PCs shipping later this year which will feature the new Copilot key, and complement the recent updates rolled out across the Windows 10 and Windows 11 installed base to incorporate Copilot features.In addition to the Copilot add-on for Microsoft 365, Microsoft also charges between $10 (for individuals) and $39 (for enterprise) per month for GitHub Copilot – an AI-enabled coding tool for developers. To date, the company has acquired more than 1.3 million subscribers to the solution (Q3: +30% q/q). GitHub Copilot also remains the preferred AI-enabled coding tool among developers, likely due to its seamless integration with Microsoft’s productivity and cloud workloads in enterprise environments. This continues to highlight Microsoft’s competitive advantage in capturing opportunities arising from adoption momentum for low- and no-code development tools.We believe Microsoft’s unmatched software leadership will be key to offsetting eventual headwinds when infrastructure-related AI demand normalizes. This is consistent with recent worries over the durability of the currently lofty semiconductor demand environment, which will potentially hit cloud service providers – another mission-critical backbone for AI-related developments – next.Other ConsiderationsIn addition to AI-related growth across its core Azure and software businesses, Microsoft is also well-positioned to benefit from the emerging PC recovery. Specifically, the emerging upgrade cycle of PCs bought during the pandemic era is expected to be reinforced by the advent of AI-enabled PCs and the Windows 11 refresh – two factors in which Microsoft remains a key beneficiary of.In the first quarter, PC shipments grew by more than 3% y/y, gradually recovery from the trough observed in 2023. This is consistent with three consecutive quarters of Windows revenue growth observed in FY 2024, reversing persistent declines that have plagued the segment since late FY 2022. Specifically, F3Q24 Windows revenue grew 11% y/y, accelerating from 9% y/y in F2Q and 5% y/y in F1Q. As mentioned earlier, AI PC shipments are expected to gain momentum later this year, with industry forecasting up to 50 million units, or close to 20% of the total mix, by the end of the year. This should reinforce Windows OEM growth observed in recent quarters, and also potentially improve uptake of higher margin premium Microsoft devices ahead.Microsoft also continues to exhibit key characteristics as a haven stock when markets turn risk-off. Given renewed geopolitical risks, in addition to increasingly structural expectations for a higher for longer interest rate environment, the set-up has increased investors’ angst. This is evident in the stock market selloff this month, with the biggest weekly drop observed in the tech-heavy Nasdaq 100 since November 2022 last week.Although Microsoft has also sustained some losses in earlier April, its robust results and outlook reported this evening provides mitigation to risk-off sentiment. In addition to its sustained trajectory of growth and margin expansion, the company also boasts a strong balance sheet with substantial cash flows to weather any impending market uncertainties.Fundamental ConsiderationsAdjusting our previous fundamental forecast for Microsoft’s actual F3Q24 results and outlook, with consideration of our foregoing analysis, we expect total revenue to grow 16% y/y to $245.1 billion in FY 2024.AuthorWe remain confident in the Intelligent Cloud and Productivity and Business Processes segments’ outlook in capturing additive AI opportunities ahead. These include ARPU expansion stemming from Copilot adoption across Microsoft’s productivity software installed base, as well as incremental AI-driven cloud TAM expansion for Azure. Meanwhile, the More Personal Computing segment is expected to benefit from a continuously stabilizing PC market, with anticipated synergies from the Activision Blizzard tuck-in acquisition to become more evident as integration efforts ramp. This is consistent with management’s expectation for Activision Blizzard results to become “accretive to operating income” exiting FY 2024.On the cost front, we expect continued margin expansion, driven by continued scale of AI service deployments and ARPU growth in PBP. This is consistent with management’s expectations for one to two points of operating margin expansion in FY 2024, as economies of scale on AI-driven deployments offset incremental COGS growth and non-recurring Activision Blizzard integration costs. Specifically, the continued scale of AI services will be a key factor in driving sustained margin accretion in Microsoft’s next phase of growth.AuthorPrice ConsiderationsWith consideration of Microsoft’s better than expected fiscal third quarter results and robust outlook in capturing incremental AI growth opportunities, we are increasing our price target to $445 for the stock (previously $402).AuthorWe believe Microsoft’s market cap continues to show durability in returning sustainably in the $3+ trillion market cap territory, given continued penetration of AI-driven ARPU expansion across its massive installed base, as well as AI-driven TAM expansion that remains in early stages. This will be key to supporting Microsoft’s sustained long-term growth and margin expansion trajectory, which is fundamental to its valuation outlook.Our price target is derived using the discounted cash flow (“DCF”) approach. The analysis considers cash flow projections taken with the fundamental forecast discussed in the earlier section. A WACC of 9% is applied to reflect Microsoft’s risk profile and capital structure. Our analysis also maintains an estimated perpetual growth rate of 4.5% for Microsoft. This represents a valuation premium to peers, and exceeds the anticipated pace of longer-term economic growth in Microsoft's core operating regions.We believe this premium is warranted, considering Microsoft’s track record in delivering consistent double-digit growth and margin expansion at scale, despite its massive and moderating installed base. This is further reinforced by its leadership in capturing emerging AI opportunities, which remain in its early stages.AuthorAuthorConclusionMicrosoft Corporation stock already trades at about 30% above its previous peak, set in 2021. It also exhibits a lofty valuation premium on a relative basis to its Magnificent 7 and broader tech sector peers. However, we remain confident in further upside potential at Microsoft, given its expansive reach into AI opportunities across different layers of the value chain. This will continue to reinforce its unmatched streak of double-digit growth and margin expansion through both AI-driven cloud TAM expansion and software ARPU expansion, which underpins further valuation upside potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299052035334296,"gmtCreate":1714021717393,"gmtModify":1714023550791,"author":{"id":"4175936170600562","authorId":"4175936170600562","name":"CraftyCats1971","avatar":"https://community-static.tradeup.com/news/daf44ad58eed2c435108a00e7f29314f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175936170600562","authorIdStr":"4175936170600562"},"themes":[],"htmlText":"Hey All. This is my virginal post, one of many more to come! Please feel free to like &amp; repost&nbsp;","listText":"Hey All. This is my virginal post, one of many more to come! Please feel free to like &amp; repost&nbsp;","text":"Hey All. This is my virginal post, one of many more to come! Please feel free to like & repost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299052035334296","repostId":"298937855291408","repostType":1,"repost":{"id":298937855291408,"gmtCreate":1714014791206,"gmtModify":1714042202041,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"MSFT: Make or Break on 25 April 2024?","htmlText":"Interesting graphics ? Are your eyes always darting around, looking for “interesting” post/s — when you are ready to read about the latest on the US market? Mine do because after a while, the “hot” topics are usually the ones that are covered to “death” by the media, leaving very little coverage for other US stocks. This week being the “Mega Cap” stocks’ reporting week, most of the coverage centred squarely on <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> whether we like it or not. Not to mention, the CEO always find the time to keep the spotlight on himself. So it was refreshing to find a post on <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> with a captivating title as well. (see below) Tech Stock with AI Focus Microsoft, once known mainly for its computer","listText":"Interesting graphics ? Are your eyes always darting around, looking for “interesting” post/s — when you are ready to read about the latest on the US market? Mine do because after a while, the “hot” topics are usually the ones that are covered to “death” by the media, leaving very little coverage for other US stocks. This week being the “Mega Cap” stocks’ reporting week, most of the coverage centred squarely on <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> whether we like it or not. Not to mention, the CEO always find the time to keep the spotlight on himself. So it was refreshing to find a post on <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> with a captivating title as well. (see below) Tech Stock with AI Focus Microsoft, once known mainly for its computer","text":"Interesting graphics ? Are your eyes always darting around, looking for “interesting” post/s — when you are ready to read about the latest on the US market? Mine do because after a while, the “hot” topics are usually the ones that are covered to “death” by the media, leaving very little coverage for other US stocks. This week being the “Mega Cap” stocks’ reporting week, most of the coverage centred squarely on $Tesla Motors(TSLA)$ whether we like it or not. Not to mention, the CEO always find the time to keep the spotlight on himself. So it was refreshing to find a post on $Microsoft(MSFT)$ with a captivating title as well. (see below) Tech Stock with AI Focus Microsoft, once known mainly for its computer","images":[{"img":"https://community-static.tradeup.com/news/16fd57c06c473eeeb767595fcef68240","width":"819","height":"237"},{"img":"https://community-static.tradeup.com/news/55c1dbc472d437d73d12d5758e58b760","width":"582","height":"102"},{"img":"https://community-static.tradeup.com/news/fac5ced0c66ca2da7747c1dcc230eae3","width":"1004","height":"252"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298937855291408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}