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Margaritas

Margaritas

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08-18

Nope - it's perhaps being added to s&p

Palantir Technologies: Shares Are Nearing The Tipping Point

09-07

Everything is on sale !!!!

Nvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?

09-06

There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now

Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)

11-02

$NVIDIA Corp(NVDA)$ I just bought hundreds of nvda bc i love them This is music to my ears

11-02

It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it

10-27

Share your opinion about this news…

Wall Street Is Going All-in on Election Betting Markets. What You Need to Know

10-01

A few funds issues "buy" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up

Apple Stock Is Back Near Record High. New Phone Demand May Be a Factor

09-27

The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP

Peter Thiel Has Now Sold $1 Billion of Palantir Stock This Year

10-17

Trump victory??? Someone is delusional 200 of his campaign staff just quit - claiming - he can't win

Bitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory

10-14

Huge thank you to the person who told me to buy Siri x

24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding

09-13

Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared

Sorry, the original content has been removed

08-09

Are you doing a story on the corrupt deal btwntrump & Sinclair media re anti compete laws

Trump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just bought hundreds of nvda bc i love them This is music to my ears","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just bought hundreds of nvda bc i love them This is music to my ears","text":"$NVIDIA Corp(NVDA)$ I just bought hundreds of nvda bc i love them This is music to my ears","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366674701222120","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366669928779960,"gmtCreate":1730527436898,"gmtModify":1730703880787,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it","listText":"It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it","text":"It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366669928779960","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364504873947384,"gmtCreate":1730000782744,"gmtModify":1730000786431,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364504873947384","repostId":"2478598940","repostType":2,"repost":{"id":"2478598940","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730000047,"share":"https://ttm.financial/m/news/2478598940?lang=&edition=fundamental","pubTime":"2024-10-27 11:34","market":"fut","language":"en","title":"Wall Street Is Going All-in on Election Betting Markets. What You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2478598940","media":"Dow Jones","summary":"'Jury is out' on whether betting markets are a better guide to election outcomes than poll-based models: researcher. Political betting markets aren't new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.\"I would say the jury is still out\" when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.Contrast that with the site's average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.","content":"<html><head></head><body><p>&#39;Jury is out&#39; on whether betting markets are a better guide to election outcomes than poll-based models: researcher.</p><p>Political betting markets aren&#39;t new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.</p><p>Those platforms show an increasing probability of a victory by Donald Trump, the Republican nominee and former president, over Vice President Kamala Harris, the Democratic nominee. Investors have reacted accordingly, analysts said, with the data helping to drive bets on the stock market and sectors, while adding fuel to a bond-market selloff that&#39;s seen Treasury yields jump in October. Shifting probabilities have also been cited as a factor in the U.S. dollar&#39;s October rally.</p><p>Is that the smart thing for investors to do?</p><p>It&#39;s too soon to tell, though the 2024 election will offer an important test not only of how well betting markets perform relative to polls but also against each other, said Rajiv Sethi, an economics professor at Barnard College who has closely tracked the markets.</p><p>Sethi and fellow researchers used a &#34;profitability test&#34; to see how a hypothetical traders would have fared around the 2020 presidential election and the 2022 midterm congressional elections if they made trading decisions based on polling-based election models or a prediction market.</p><p>The results showed the virtual trader came out slightly ahead by trading according to the betting markets, but it was close, coming down to the outcomes in three tightly contested states, he said.</p><p>&#34;I would say the jury is still out&#34; when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.</p><p>While polls have shown a recent increase in support for Donald Trump over Vice President Kamala Harris, national and crucial battleground-state surveys remain largely on a knife-edge. Betting markets, in contrast, have shown participants growing increasingly confident of a Trump victory alongside a rising probability of a Republican sweep of both the House and Senate.</p><p>On the eight platforms tracked by RealClearPolitics Trump&#39;s probability of victory ranged from 57% on Smarket to 62% on Polymarket. In late September, Harris had a solid lead on most markets.</p><p>Contrast that with the site&#39;s average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.</p><p>Meanwhile, controversy has surrounded Polymarket, a crypto-based betting market closed to U.S.-based investors, which shows Trump with a 62% probability of victory. On Thursday, Polymarket acknowledged what many had suspected, that a single bettor was responsible for a number of very large wagers on a Trump victory. Polymarket said the trader was a French national making bets based on personal belief and that the platform had found no signs of manipulation.</p><p>Prediction-market startup Kalshi and popular investing platform Interactive Brokers <a href=\"https://laohu8.com/S/IBKR\">$(IBKR)$</a> allow U.S. investors to place bets in prediction markets. A court ruling in September cleared the way.</p><p>Skeptics have argued that betting-market participants are often overwhelmingly male, Republican-leaning or, in the case of Polymarket and some other platforms, not even U.S. residents, and so don&#39;t reflect the broader electorate, meaning the signal should be viewed with suspicion. On the opposite side, some proponents argue that markets are clearly superior, reacting more quickly to developments than polls while providing a clear-eyed, unemotional assessment of the state of the race in the pure pursuit of profit.</p><p>Neither argument holds up well, Sethi said. Meanwhile, the 2024 election will provide some insights into what sort of market structure works best. Individual markets operate by different rules. Predictit, for example, limits individual traders to $850 wagers on any question, perhaps making it less prone to accusations of individual traders attempting to manipulate the market.</p><p>Frustrated poll watchers have learned to rely more on averages of surveys, such as those compiled by RealClearPolitics, the Economist and 538, in hopes that the collective weight will help cancel out biases and other distortions in individual polls.</p><p>Sethi cautions against using the same approach when it comes to betting markets.</p><p>While results from one poll won&#39;t influence another survey, betting markets offer traders the opportunity to arbitrage anomalies away. For example, a trader could buy a cheaper Harris contract on one exchange and sell a more expensive Harris contract on another. As a result, when one market moves sharply, it tends to pull the other markets along with it. As a result, markets &#34;are somewhat aggregating each other,&#34; he said.</p><p>Betting on elections and other events is an age-old past time. U.S. elections have long been a popular wagering topic overseas. The Iowa Electronic Markets, an academic platform, opened in 1988.</p><p>In a 2008 paper, economists Paul W. Rhode of the University of Arizona and Koleman Strumpf of the University of Kansas noted that political betting markets were a feature of U.S. presidential elections from just after the Civil War until the 1940s.</p><p>Meanwhile, some analysts caution that the influence of the betting markets on asset prices may be overstated.</p><p>Tom Essaye, founder of Sevens Report Research, argued in a note earlier this week that it made little sense to tie the bulk of an October run-up in Treasury yields to concerns a Trump presidency would lead to a relatively larger fiscal deficit than a Harris presidency.</p><p>While Trump&#39;s plans are seen increasing the government&#39;s deficit, both candidates are seen significantly adding to the nation&#39;s debt load if their policy proposals are implemented.</p><p>&#34;My point here is that neither candidate has a plan to address the deficit so while Trump could be worse for the deficit, it&#39;s unclear why the bond market would suddenly care so much about his deficit but not Harris&#39;s,&#34; he wrote.</p><p>Instead, it&#39;s much more likely the 10-year yield BX:TMUBMUSD10Y has risen from around 3.6% in mid-September to over 4.2% because economic growth and inflation have been stronger than expected, Essaye argued.</p><p>The S&amp;P 500 SPX and Dow Jones Industrial Average DJIA snapped a streak of six straight weekly gains on Friday, though the Nasdaq Composite COMP managed a seventh straight weekly rise. Stocks have largely defied pre-election seasonality.</p><p>Long-term investors will and probably should look past near-term election noise, analysts say. As far as the signal from the betting markets, investors can take their choice.</p><p>As MarketWatch reported earlier this week, Fundstrat&#39;s Tom Lee argued in a note that the important thing is that &#34;it seems like the betting market movements are impacting equity markets. And in this sense, it probably makes sense for investors to pay heed on this.&#34;</p><p>It&#39;s possible that betting markets are biased, he acknowledged. &#34;This could be true, and as such, if one believes this is the case, then one can simply bet the opposite whether in equity markets, or on the betting markets themselves,&#34; he said.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Is Going All-in on Election Betting Markets. What You Need to Know</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\">\nWall Street Is Going All-in on Election Betting Markets. What You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-27 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;Jury is out&#39; on whether betting markets are a better guide to election outcomes than poll-based models: researcher.</p><p>Political betting markets aren&#39;t new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.</p><p>Those platforms show an increasing probability of a victory by Donald Trump, the Republican nominee and former president, over Vice President Kamala Harris, the Democratic nominee. Investors have reacted accordingly, analysts said, with the data helping to drive bets on the stock market and sectors, while adding fuel to a bond-market selloff that&#39;s seen Treasury yields jump in October. Shifting probabilities have also been cited as a factor in the U.S. dollar&#39;s October rally.</p><p>Is that the smart thing for investors to do?</p><p>It&#39;s too soon to tell, though the 2024 election will offer an important test not only of how well betting markets perform relative to polls but also against each other, said Rajiv Sethi, an economics professor at Barnard College who has closely tracked the markets.</p><p>Sethi and fellow researchers used a &#34;profitability test&#34; to see how a hypothetical traders would have fared around the 2020 presidential election and the 2022 midterm congressional elections if they made trading decisions based on polling-based election models or a prediction market.</p><p>The results showed the virtual trader came out slightly ahead by trading according to the betting markets, but it was close, coming down to the outcomes in three tightly contested states, he said.</p><p>&#34;I would say the jury is still out&#34; when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.</p><p>While polls have shown a recent increase in support for Donald Trump over Vice President Kamala Harris, national and crucial battleground-state surveys remain largely on a knife-edge. Betting markets, in contrast, have shown participants growing increasingly confident of a Trump victory alongside a rising probability of a Republican sweep of both the House and Senate.</p><p>On the eight platforms tracked by RealClearPolitics Trump&#39;s probability of victory ranged from 57% on Smarket to 62% on Polymarket. In late September, Harris had a solid lead on most markets.</p><p>Contrast that with the site&#39;s average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.</p><p>Meanwhile, controversy has surrounded Polymarket, a crypto-based betting market closed to U.S.-based investors, which shows Trump with a 62% probability of victory. On Thursday, Polymarket acknowledged what many had suspected, that a single bettor was responsible for a number of very large wagers on a Trump victory. Polymarket said the trader was a French national making bets based on personal belief and that the platform had found no signs of manipulation.</p><p>Prediction-market startup Kalshi and popular investing platform Interactive Brokers <a href=\"https://laohu8.com/S/IBKR\">$(IBKR)$</a> allow U.S. investors to place bets in prediction markets. A court ruling in September cleared the way.</p><p>Skeptics have argued that betting-market participants are often overwhelmingly male, Republican-leaning or, in the case of Polymarket and some other platforms, not even U.S. residents, and so don&#39;t reflect the broader electorate, meaning the signal should be viewed with suspicion. On the opposite side, some proponents argue that markets are clearly superior, reacting more quickly to developments than polls while providing a clear-eyed, unemotional assessment of the state of the race in the pure pursuit of profit.</p><p>Neither argument holds up well, Sethi said. Meanwhile, the 2024 election will provide some insights into what sort of market structure works best. Individual markets operate by different rules. Predictit, for example, limits individual traders to $850 wagers on any question, perhaps making it less prone to accusations of individual traders attempting to manipulate the market.</p><p>Frustrated poll watchers have learned to rely more on averages of surveys, such as those compiled by RealClearPolitics, the Economist and 538, in hopes that the collective weight will help cancel out biases and other distortions in individual polls.</p><p>Sethi cautions against using the same approach when it comes to betting markets.</p><p>While results from one poll won&#39;t influence another survey, betting markets offer traders the opportunity to arbitrage anomalies away. For example, a trader could buy a cheaper Harris contract on one exchange and sell a more expensive Harris contract on another. As a result, when one market moves sharply, it tends to pull the other markets along with it. As a result, markets &#34;are somewhat aggregating each other,&#34; he said.</p><p>Betting on elections and other events is an age-old past time. U.S. elections have long been a popular wagering topic overseas. The Iowa Electronic Markets, an academic platform, opened in 1988.</p><p>In a 2008 paper, economists Paul W. Rhode of the University of Arizona and Koleman Strumpf of the University of Kansas noted that political betting markets were a feature of U.S. presidential elections from just after the Civil War until the 1940s.</p><p>Meanwhile, some analysts caution that the influence of the betting markets on asset prices may be overstated.</p><p>Tom Essaye, founder of Sevens Report Research, argued in a note earlier this week that it made little sense to tie the bulk of an October run-up in Treasury yields to concerns a Trump presidency would lead to a relatively larger fiscal deficit than a Harris presidency.</p><p>While Trump&#39;s plans are seen increasing the government&#39;s deficit, both candidates are seen significantly adding to the nation&#39;s debt load if their policy proposals are implemented.</p><p>&#34;My point here is that neither candidate has a plan to address the deficit so while Trump could be worse for the deficit, it&#39;s unclear why the bond market would suddenly care so much about his deficit but not Harris&#39;s,&#34; he wrote.</p><p>Instead, it&#39;s much more likely the 10-year yield BX:TMUBMUSD10Y has risen from around 3.6% in mid-September to over 4.2% because economic growth and inflation have been stronger than expected, Essaye argued.</p><p>The S&amp;P 500 SPX and Dow Jones Industrial Average DJIA snapped a streak of six straight weekly gains on Friday, though the Nasdaq Composite COMP managed a seventh straight weekly rise. Stocks have largely defied pre-election seasonality.</p><p>Long-term investors will and probably should look past near-term election noise, analysts say. As far as the signal from the betting markets, investors can take their choice.</p><p>As MarketWatch reported earlier this week, Fundstrat&#39;s Tom Lee argued in a note that the important thing is that &#34;it seems like the betting market movements are impacting equity markets. And in this sense, it probably makes sense for investors to pay heed on this.&#34;</p><p>It&#39;s possible that betting markets are biased, he acknowledged. &#34;This could be true, and as such, if one believes this is the case, then one can simply bet the opposite whether in equity markets, or on the betting markets themselves,&#34; he said.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0971096721.USD":"富达环球金融服务 A","QQQ":"纳指100ETF","BK4588":"碎股","BK4127":"投资银行业与经纪业",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478598940","content_text":"'Jury is out' on whether betting markets are a better guide to election outcomes than poll-based models: researcher.Political betting markets aren't new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.Those platforms show an increasing probability of a victory by Donald Trump, the Republican nominee and former president, over Vice President Kamala Harris, the Democratic nominee. Investors have reacted accordingly, analysts said, with the data helping to drive bets on the stock market and sectors, while adding fuel to a bond-market selloff that's seen Treasury yields jump in October. Shifting probabilities have also been cited as a factor in the U.S. dollar's October rally.Is that the smart thing for investors to do?It's too soon to tell, though the 2024 election will offer an important test not only of how well betting markets perform relative to polls but also against each other, said Rajiv Sethi, an economics professor at Barnard College who has closely tracked the markets.Sethi and fellow researchers used a \"profitability test\" to see how a hypothetical traders would have fared around the 2020 presidential election and the 2022 midterm congressional elections if they made trading decisions based on polling-based election models or a prediction market.The results showed the virtual trader came out slightly ahead by trading according to the betting markets, but it was close, coming down to the outcomes in three tightly contested states, he said.\"I would say the jury is still out\" when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.While polls have shown a recent increase in support for Donald Trump over Vice President Kamala Harris, national and crucial battleground-state surveys remain largely on a knife-edge. Betting markets, in contrast, have shown participants growing increasingly confident of a Trump victory alongside a rising probability of a Republican sweep of both the House and Senate.On the eight platforms tracked by RealClearPolitics Trump's probability of victory ranged from 57% on Smarket to 62% on Polymarket. In late September, Harris had a solid lead on most markets.Contrast that with the site's average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.Meanwhile, controversy has surrounded Polymarket, a crypto-based betting market closed to U.S.-based investors, which shows Trump with a 62% probability of victory. On Thursday, Polymarket acknowledged what many had suspected, that a single bettor was responsible for a number of very large wagers on a Trump victory. Polymarket said the trader was a French national making bets based on personal belief and that the platform had found no signs of manipulation.Prediction-market startup Kalshi and popular investing platform Interactive Brokers $(IBKR)$ allow U.S. investors to place bets in prediction markets. A court ruling in September cleared the way.Skeptics have argued that betting-market participants are often overwhelmingly male, Republican-leaning or, in the case of Polymarket and some other platforms, not even U.S. residents, and so don't reflect the broader electorate, meaning the signal should be viewed with suspicion. On the opposite side, some proponents argue that markets are clearly superior, reacting more quickly to developments than polls while providing a clear-eyed, unemotional assessment of the state of the race in the pure pursuit of profit.Neither argument holds up well, Sethi said. Meanwhile, the 2024 election will provide some insights into what sort of market structure works best. Individual markets operate by different rules. Predictit, for example, limits individual traders to $850 wagers on any question, perhaps making it less prone to accusations of individual traders attempting to manipulate the market.Frustrated poll watchers have learned to rely more on averages of surveys, such as those compiled by RealClearPolitics, the Economist and 538, in hopes that the collective weight will help cancel out biases and other distortions in individual polls.Sethi cautions against using the same approach when it comes to betting markets.While results from one poll won't influence another survey, betting markets offer traders the opportunity to arbitrage anomalies away. For example, a trader could buy a cheaper Harris contract on one exchange and sell a more expensive Harris contract on another. As a result, when one market moves sharply, it tends to pull the other markets along with it. As a result, markets \"are somewhat aggregating each other,\" he said.Betting on elections and other events is an age-old past time. U.S. elections have long been a popular wagering topic overseas. The Iowa Electronic Markets, an academic platform, opened in 1988.In a 2008 paper, economists Paul W. Rhode of the University of Arizona and Koleman Strumpf of the University of Kansas noted that political betting markets were a feature of U.S. presidential elections from just after the Civil War until the 1940s.Meanwhile, some analysts caution that the influence of the betting markets on asset prices may be overstated.Tom Essaye, founder of Sevens Report Research, argued in a note earlier this week that it made little sense to tie the bulk of an October run-up in Treasury yields to concerns a Trump presidency would lead to a relatively larger fiscal deficit than a Harris presidency.While Trump's plans are seen increasing the government's deficit, both candidates are seen significantly adding to the nation's debt load if their policy proposals are implemented.\"My point here is that neither candidate has a plan to address the deficit so while Trump could be worse for the deficit, it's unclear why the bond market would suddenly care so much about his deficit but not Harris's,\" he wrote.Instead, it's much more likely the 10-year yield BX:TMUBMUSD10Y has risen from around 3.6% in mid-September to over 4.2% because economic growth and inflation have been stronger than expected, Essaye argued.The S&P 500 SPX and Dow Jones Industrial Average DJIA snapped a streak of six straight weekly gains on Friday, though the Nasdaq Composite COMP managed a seventh straight weekly rise. Stocks have largely defied pre-election seasonality.Long-term investors will and probably should look past near-term election noise, analysts say. As far as the signal from the betting markets, investors can take their choice.As MarketWatch reported earlier this week, Fundstrat's Tom Lee argued in a note that the important thing is that \"it seems like the betting market movements are impacting equity markets. And in this sense, it probably makes sense for investors to pay heed on this.\"It's possible that betting markets are biased, he acknowledged. \"This could be true, and as such, if one believes this is the case, then one can simply bet the opposite whether in equity markets, or on the betting markets themselves,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360893716320488,"gmtCreate":1729150249971,"gmtModify":1729154122895,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Trump victory??? Someone is delusional&nbsp; 200 of his campaign staff just quit - claiming - he can't win&nbsp;","listText":"Trump victory??? Someone is delusional&nbsp; 200 of his campaign staff just quit - claiming - he can't win&nbsp;","text":"Trump victory??? Someone is delusional 200 of his campaign staff just quit - claiming - he can't win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360893716320488","repostId":"2476416526","repostType":2,"repost":{"id":"2476416526","pubTimestamp":1729149401,"share":"https://ttm.financial/m/news/2476416526?lang=&edition=fundamental","pubTime":"2024-10-17 15:16","market":"fut","language":"en","title":"Bitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory","url":"https://stock-news.laohu8.com/highlight/detail?id=2476416526","media":"Bloomberg","summary":"Largest digital asset has climbed about 13% in seven daysSome view Bitcoin as one of a number of ‘Trump trades’(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors v","content":"<html><head></head><body><ul style=\"\"><li><p>Largest digital asset has climbed about 13% in seven days</p></li><li><p>Some view Bitcoin as one of a number of ‘Trump trades’</p></li></ul><p>(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors view the climb as a sign that markets anticipate a victory for pro-crypto Republican candidate Donald Trump in the US presidential election.</p><p>The digital asset is up about 13% in the past seven days, well ahead of a global stock gauge and gold. Billionaire Stan Druckenmiller cited crypto as among the indicators that markets are pricing in a win for the former president.</p><p>Trump has vowed to make the US the crypto capital of the planet as he duels for votes in a tight race against Democratic rival Vice President Kamala Harris. His embrace of the sector led to Bitcoin’s classification as a so-called Trump trade — one of a series of wagers predicated on his return to the White House. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/05a008b9db6d7d0138973273eaa139d1\" tg-width=\"691\" tg-height=\"453\"/></p><p>The Bitcoin advance came alongside shifts in prediction markets, controversial platforms of disputed informational value where people can bet on election outcomes. Trump’s odds on the Polymarket platform have jumped to 58%, while Harris has dropped to 41%. On PredictIt, Trump’s chances are at 54%, compared with 49% for Harris.</p><h3 id=\"id_3161655775\">ETF Inflows</h3><p>“Excitement in prediction markets is leading to high levels of implied volatility and a rally in spot-Bitcoin prices,” said Arisa Toyosaki, co-founder of Cega, a crypto derivatives service provider. “The recent significant inflows into Bitcoin exchange-traded funds are also fueling the rally.”</p><p>Net inflows into a group of a dozen US Bitcoin ETFs have topped $1.6 billion since Oct. 11 inclusive. The token was little changed at about $67,260 as of 12:58 p.m. Thursday in Singapore, compared with March’s record of $73,798.</p><p>While prediction markets have moved in Trump’s favor, the spread in most polls is well within the margin of error with less than three weeks to Election Day. Harris leads Trump by about 1.6 percentage points in the Real Clear Politics average of national polls. Trump is ahead by less than one percentage point in the equivalent measure for battleground states. </p><h3 id=\"id_3087389759\">Harris Stance</h3><p>Harris has adopted a nuanced position on crypto, pledging to support a regulatory framework for digital assets as well as industry growth under appropriate safeguards. Her position spurred a bout of optimism among crypto traders as it contrasts with a crackdown under the Biden administration.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3346fdbfef3ab892f022922a9804ba09\" tg-width=\"723\" tg-height=\"421\"/></p><p>Crypto’s emergence as an election issue “is driving a lot of attention to Bitcoin and the broader crypto asset class, and that attention is being translated into sentiment, and sentiment — as we know — leads to flows,” Crucible Capital General Partner Meltem Demirors said on Bloomberg Television.</p><p>Trump’s embrace of the sector is an about-face as he once dubbed it a scam. Digital-asset firms have become influential players in the election through big donations to political action committees in pursuit of friendlier rules.</p><p>In a Bloomberg Television interview on Wednesday, Druckenmiller said the market during the past 12 days seemed “very convinced” of a Trump win. “You can see it in the bank stocks, you can see it in crypto,” he said.</p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory</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\">\nBitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-17/bitcoin-btc-pulls-ahead-in-markets-in-sign-of-bets-on-trump-victory?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Largest digital asset has climbed about 13% in seven daysSome view Bitcoin as one of a number of ‘Trump trades’(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-17/bitcoin-btc-pulls-ahead-in-markets-in-sign-of-bets-on-trump-victory?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4594":"比特币ETF概念","BK4585":"ETF&股票定投概念","BTBT":"Bit Digital, Inc.","MSTR":"MicroStrategy","BK4588":"碎股","COIN":"Coinbase Global, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-17/bitcoin-btc-pulls-ahead-in-markets-in-sign-of-bets-on-trump-victory?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476416526","content_text":"Largest digital asset has climbed about 13% in seven daysSome view Bitcoin as one of a number of ‘Trump trades’(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors view the climb as a sign that markets anticipate a victory for pro-crypto Republican candidate Donald Trump in the US presidential election.The digital asset is up about 13% in the past seven days, well ahead of a global stock gauge and gold. Billionaire Stan Druckenmiller cited crypto as among the indicators that markets are pricing in a win for the former president.Trump has vowed to make the US the crypto capital of the planet as he duels for votes in a tight race against Democratic rival Vice President Kamala Harris. His embrace of the sector led to Bitcoin’s classification as a so-called Trump trade — one of a series of wagers predicated on his return to the White House. The Bitcoin advance came alongside shifts in prediction markets, controversial platforms of disputed informational value where people can bet on election outcomes. Trump’s odds on the Polymarket platform have jumped to 58%, while Harris has dropped to 41%. On PredictIt, Trump’s chances are at 54%, compared with 49% for Harris.ETF Inflows“Excitement in prediction markets is leading to high levels of implied volatility and a rally in spot-Bitcoin prices,” said Arisa Toyosaki, co-founder of Cega, a crypto derivatives service provider. “The recent significant inflows into Bitcoin exchange-traded funds are also fueling the rally.”Net inflows into a group of a dozen US Bitcoin ETFs have topped $1.6 billion since Oct. 11 inclusive. The token was little changed at about $67,260 as of 12:58 p.m. Thursday in Singapore, compared with March’s record of $73,798.While prediction markets have moved in Trump’s favor, the spread in most polls is well within the margin of error with less than three weeks to Election Day. Harris leads Trump by about 1.6 percentage points in the Real Clear Politics average of national polls. Trump is ahead by less than one percentage point in the equivalent measure for battleground states. Harris StanceHarris has adopted a nuanced position on crypto, pledging to support a regulatory framework for digital assets as well as industry growth under appropriate safeguards. Her position spurred a bout of optimism among crypto traders as it contrasts with a crackdown under the Biden administration.Crypto’s emergence as an election issue “is driving a lot of attention to Bitcoin and the broader crypto asset class, and that attention is being translated into sentiment, and sentiment — as we know — leads to flows,” Crucible Capital General Partner Meltem Demirors said on Bloomberg Television.Trump’s embrace of the sector is an about-face as he once dubbed it a scam. Digital-asset firms have become influential players in the election through big donations to political action committees in pursuit of friendlier rules.In a Bloomberg Television interview on Wednesday, Druckenmiller said the market during the past 12 days seemed “very convinced” of a Trump win. “You can see it in the bank stocks, you can see it in crypto,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359954617802824,"gmtCreate":1728887447240,"gmtModify":1728887452361,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Huge thank you to the person who told me to buy Siri x&nbsp;","listText":"Huge thank you to the person who told me to buy Siri x&nbsp;","text":"Huge thank you to the person who told me to buy Siri x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359954617802824","repostId":"1153271789","repostType":2,"repost":{"id":"1153271789","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":1728871745,"share":"https://ttm.financial/m/news/1153271789?lang=&edition=fundamental","pubTime":"2024-10-14 10:09","market":"us","language":"en","title":"24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding","url":"https://stock-news.laohu8.com/highlight/detail?id=1153271789","media":"Tiger Newspress","summary":"Warren Buffett's Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company $SiriusXM$. According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.B. Riley Financial Inc. saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company <strong><a href=\"https://laohu8.com/S/SIRI\">SiriusXM</a>.</strong> According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e86ef284b9525adf6d30b058fbffa12\" tg-width=\"850\" tg-height=\"842\"/></p><p><strong>B. Riley Financial Inc.</strong> saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great American, to asset management firm Oaktree Capital for approximately $400 million. This strategic move is expected to streamline B. Riley&#39;s operations and provide a substantial cash influx.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa44506821cbfec434abffc7caf00976\" tg-width=\"862\" tg-height=\"833\"/></p><p>Chinese ADRs and ETFs slide in overnight trading with <strong>XPeng</strong> falling over 6%. China&#39;s consumer inflation rate fell in September, while producer price deflation deepened, even as Beijing rolls out more stimulus measures in a bid to revive flagging demand and shaky economic activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ec81d51a55c3e26ed1fe8689416b5c\" tg-width=\"471\" tg-height=\"547\"/></p><h2 id=\"id_1428670322\">TOP10 gainers in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5a1ebfd183c3a022ea02330662d36b9\" tg-width=\"583\" tg-height=\"307\"/></p><h2 id=\"id_2329928591\">TOP10 decliners in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/722e6359d56203fe3c649c1a687bbc39\" tg-width=\"580\" tg-height=\"306\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding</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\">\n24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding\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\">2024-10-14 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company <strong><a href=\"https://laohu8.com/S/SIRI\">SiriusXM</a>.</strong> According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e86ef284b9525adf6d30b058fbffa12\" tg-width=\"850\" tg-height=\"842\"/></p><p><strong>B. Riley Financial Inc.</strong> saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great American, to asset management firm Oaktree Capital for approximately $400 million. This strategic move is expected to streamline B. Riley&#39;s operations and provide a substantial cash influx.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa44506821cbfec434abffc7caf00976\" tg-width=\"862\" tg-height=\"833\"/></p><p>Chinese ADRs and ETFs slide in overnight trading with <strong>XPeng</strong> falling over 6%. China&#39;s consumer inflation rate fell in September, while producer price deflation deepened, even as Beijing rolls out more stimulus measures in a bid to revive flagging demand and shaky economic activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ec81d51a55c3e26ed1fe8689416b5c\" tg-width=\"471\" tg-height=\"547\"/></p><h2 id=\"id_1428670322\">TOP10 gainers in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5a1ebfd183c3a022ea02330662d36b9\" tg-width=\"583\" tg-height=\"307\"/></p><h2 id=\"id_2329928591\">TOP10 decliners in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/722e6359d56203fe3c649c1a687bbc39\" tg-width=\"580\" tg-height=\"306\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RILY":"B. Riley Financial, Inc.","SIRI":"Sirius XM Holdings Inc.","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153271789","content_text":"Warren Buffett's Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company SiriusXM. According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.B. Riley Financial Inc. saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great American, to asset management firm Oaktree Capital for approximately $400 million. This strategic move is expected to streamline B. Riley's operations and provide a substantial cash influx.Chinese ADRs and ETFs slide in overnight trading with XPeng falling over 6%. China's consumer inflation rate fell in September, while producer price deflation deepened, even as Beijing rolls out more stimulus measures in a bid to revive flagging demand and shaky economic activity.TOP10 gainers in overnight trading:TOP10 decliners in overnight trading:","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355248406491200,"gmtCreate":1727740041334,"gmtModify":1727740045127,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"A few funds issues \"buy\" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up&nbsp;","listText":"A few funds issues \"buy\" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up&nbsp;","text":"A few funds issues \"buy\" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355248406491200","repostId":"2472581365","repostType":2,"repost":{"id":"2472581365","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727739247,"share":"https://ttm.financial/m/news/2472581365?lang=&edition=fundamental","pubTime":"2024-10-01 07:34","market":"sg","language":"en","title":"Apple Stock Is Back Near Record High. New Phone Demand May Be a Factor","url":"https://stock-news.laohu8.com/highlight/detail?id=2472581365","media":"Dow Jones","summary":"Shares of Apple, currently the most valuable company in the world, closed just shy of their all-time high on Monday.Apple's stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&P 500's 20% rise.It wasn't immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for  some models of the  iPhone 16, which was announced Sept. 9.\"While this doesn't change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,\" the report noted. The analysts rate Apple as Overweight and a top pick.","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, currently the most valuable company in the world, closed just shy of their all-time high on Monday.</p><p>Apple&#39;s stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&amp;P 500&#39;s 20% rise.</p><p>It wasn&#39;t immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for some models of the iPhone 16, which was announced Sept. 9.</p><p>&#34;While this doesn&#39;t change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,&#34; the report noted. The analysts rate Apple as Overweight and a top pick.</p><p>A separate report from J.P. Morgan analysts also noted stabilizing lead times for the higher-end Pro models, &#34;highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer.&#34;</p><p>Apple Intelligence is Apple&#39;s play on the words &#34;artificial intelligence&#34; (get it?) and will start rolling out in October with iOS 18.1, according to Apple. The generative AI software will summarize emails and create original images and customized movies, among other features.</p><p>Analysts have been fretting over demand for the new phones, which feature a new camera button on the side and better battery life, since they started shipping earlier this month. Longer lead times, while an imperfect measure, are generally seen as signs of stronger demand.</p><p>The Morgan Stanley analysts noted the slightly longer lead time by two to three days during the past week &#34;more closely resembles the trajectory of the better-performing iPhone 12 and 13 Pro/Pro Max models, rather than the iPhone 14 and 15 Pro/Pro Max models, which saw contracting lead times at this point in the cycle.&#34;</p><p>Analysts are generally bullish on the stock, with 32 of the 48 whose ratings are tracked by FactSet giving it either a Buy or Overweight rating as of Sept. 24.</p><p>Apple is currently worth $3.5 trillion.</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>Apple Stock Is Back Near Record High. New Phone Demand May Be a Factor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Back Near Record High. New Phone Demand May Be a Factor\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-01 07:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, currently the most valuable company in the world, closed just shy of their all-time high on Monday.</p><p>Apple&#39;s stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&amp;P 500&#39;s 20% rise.</p><p>It wasn&#39;t immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for some models of the iPhone 16, which was announced Sept. 9.</p><p>&#34;While this doesn&#39;t change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,&#34; the report noted. The analysts rate Apple as Overweight and a top pick.</p><p>A separate report from J.P. Morgan analysts also noted stabilizing lead times for the higher-end Pro models, &#34;highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer.&#34;</p><p>Apple Intelligence is Apple&#39;s play on the words &#34;artificial intelligence&#34; (get it?) and will start rolling out in October with iOS 18.1, according to Apple. The generative AI software will summarize emails and create original images and customized movies, among other features.</p><p>Analysts have been fretting over demand for the new phones, which feature a new camera button on the side and better battery life, since they started shipping earlier this month. Longer lead times, while an imperfect measure, are generally seen as signs of stronger demand.</p><p>The Morgan Stanley analysts noted the slightly longer lead time by two to three days during the past week &#34;more closely resembles the trajectory of the better-performing iPhone 12 and 13 Pro/Pro Max models, rather than the iPhone 14 and 15 Pro/Pro Max models, which saw contracting lead times at this point in the cycle.&#34;</p><p>Analysts are generally bullish on the stock, with 32 of the 48 whose ratings are tracked by FactSet giving it either a Buy or Overweight rating as of Sept. 24.</p><p>Apple is currently worth $3.5 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4507":"流媒体概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4585":"ETF&股票定投概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4527":"明星科技股","BK4501":"段永平概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","BK4592":"伊斯兰概念","BK4581":"高盛持仓","BK4573":"虚拟现实","LU0971096721.USD":"富达环球金融服务 A","BK4574":"无人驾驶","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4505":"高瓴资本持仓","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4579":"人工智能","BK4504":"桥水持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4575":"芯片概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4576":"AR","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AAPL":"苹果","BK4571":"数字音乐概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472581365","content_text":"Shares of Apple, currently the most valuable company in the world, closed just shy of their all-time high on Monday.Apple's stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&P 500's 20% rise.It wasn't immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for some models of the iPhone 16, which was announced Sept. 9.\"While this doesn't change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,\" the report noted. The analysts rate Apple as Overweight and a top pick.A separate report from J.P. Morgan analysts also noted stabilizing lead times for the higher-end Pro models, \"highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer.\"Apple Intelligence is Apple's play on the words \"artificial intelligence\" (get it?) and will start rolling out in October with iOS 18.1, according to Apple. The generative AI software will summarize emails and create original images and customized movies, among other features.Analysts have been fretting over demand for the new phones, which feature a new camera button on the side and better battery life, since they started shipping earlier this month. Longer lead times, while an imperfect measure, are generally seen as signs of stronger demand.The Morgan Stanley analysts noted the slightly longer lead time by two to three days during the past week \"more closely resembles the trajectory of the better-performing iPhone 12 and 13 Pro/Pro Max models, rather than the iPhone 14 and 15 Pro/Pro Max models, which saw contracting lead times at this point in the cycle.\"Analysts are generally bullish on the stock, with 32 of the 48 whose ratings are tracked by FactSet giving it either a Buy or Overweight rating as of Sept. 24.Apple is currently worth $3.5 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353920582004760,"gmtCreate":1727414484217,"gmtModify":1727414962583,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP&nbsp;","listText":"The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP&nbsp;","text":"The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353920582004760","repostId":"1197799262","repostType":2,"repost":{"id":"1197799262","pubTimestamp":1727408968,"share":"https://ttm.financial/m/news/1197799262?lang=&edition=fundamental","pubTime":"2024-09-27 11:49","market":"us","language":"en","title":"Peter Thiel Has Now Sold $1 Billion of Palantir Stock This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1197799262","media":"Bloomberg","summary":"Latest sale involved $600 million of the firm’s stockAll stock sold is common equity, not special voting rightsPeter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, bring","content":"<html><head></head><body><ul style=\"\"><li><p>Latest sale involved $600 million of the firm’s stock</p></li><li><p>All stock sold is common equity, not special voting rights</p></li></ul><p>Peter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, bringing his total disposals this year to more than $1 billion.</p><p>He sold more than 16 million shares over three days this week, according to a regulatory filing, adding to the 20 million shares he sold in March and May.</p><p>Palantir in December disclosed that entities owned by Thiel had adopted the kind of trading plan that public-company executives commonly use to schedule sales. The billionaire planned to sell as many as 20 million shares. In May, the entity adopted a second trading plan encompassing as many as 28.6 million shares, a filing shows.</p><p>Filings didn’t disclose why Thiel sold the stock or what he plans to do with the money. He didn’t respond to a request for comment. The 56-year-old co-founded Palantir and has a $12.4 billion fortune, according to the Bloomberg Billionaires Index.</p><p>Thiel only sold common equity, not units from the share classes with special voting rights that give him and co-founders Alex Karp and Stephen Cohen control of the board.</p><p>Palantir this week was added to the S&amp;P 500. Its shares have more than doubled so far this year.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peter Thiel Has Now Sold $1 Billion of Palantir Stock This Year</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\">\nPeter Thiel Has Now Sold $1 Billion of Palantir Stock This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-27/peter-thiel-has-now-sold-1-billion-of-palantir-stock-this-year?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Latest sale involved $600 million of the firm’s stockAll stock sold is common equity, not special voting rightsPeter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-27/peter-thiel-has-now-sold-1-billion-of-palantir-stock-this-year?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.bloomberg.com/news/articles/2024-09-27/peter-thiel-has-now-sold-1-billion-of-palantir-stock-this-year?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197799262","content_text":"Latest sale involved $600 million of the firm’s stockAll stock sold is common equity, not special voting rightsPeter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, bringing his total disposals this year to more than $1 billion.He sold more than 16 million shares over three days this week, according to a regulatory filing, adding to the 20 million shares he sold in March and May.Palantir in December disclosed that entities owned by Thiel had adopted the kind of trading plan that public-company executives commonly use to schedule sales. The billionaire planned to sell as many as 20 million shares. In May, the entity adopted a second trading plan encompassing as many as 28.6 million shares, a filing shows.Filings didn’t disclose why Thiel sold the stock or what he plans to do with the money. He didn’t respond to a request for comment. The 56-year-old co-founded Palantir and has a $12.4 billion fortune, according to the Bloomberg Billionaires Index.Thiel only sold common equity, not units from the share classes with special voting rights that give him and co-founders Alex Karp and Stephen Cohen control of the board.Palantir this week was added to the S&P 500. Its shares have more than doubled so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348822974103816,"gmtCreate":1726180322587,"gmtModify":1726191586778,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared","listText":"Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared","text":"Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348822974103816","repostId":"2467733685","repostType":2,"repost":{"id":"2467733685","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":1726180200,"share":"https://ttm.financial/m/news/2467733685?lang=&edition=fundamental","pubTime":"2024-09-13 06:30","market":"us","language":"en","title":"Trump: No More Debates with Kamala Harris","url":"https://stock-news.laohu8.com/highlight/detail?id=2467733685","media":"Reuters","summary":"Sept 12  - Republican nominee Donald Trump said on Thursday he would not participate in another presidential debate against Kamala Harris ahead of the Nov. 5 election, after several polls showed his Democratic rival won their debate earlier this week.\"THERE WILL BE NO THIRD DEBATE!","content":"<html><head></head><body><p>Sept 12 (Reuters) - Republican nominee Donald Trump said on Thursday he would not participate in another presidential debate against Kamala Harris ahead of the Nov. 5 election, after several polls showed his Democratic rival won their debate earlier this week.</p><p>&#34;THERE WILL BE NO THIRD DEBATE!&#34; the former president wrote on social media site Truth Social. Trump had participated in a debate against President Joe Biden in June before his debate against Harris on Tuesday.</p><p>Although Trump touted his performance on Tuesday against Harris, six Republican donors and three Trump advisers who spoke to Reuters earlier this week said they thought Harris had won the debate largely because Trump was unable to stay on message.</p><p>The debate attracted 67.1 million television viewers, according to Nielsen data.</p><p>Harris, speaking at a rally shortly after Trump&#39;s post went live, said: &#34;I believe we owe it to the voters to have another debate.&#34;</p><p>While Trump said in his post that polls showed he won the debate, several surveys showed that respondents thought Harris did better.</p><p>Among voters who said they had heard at least something about Tuesday&#39;s debate, 53% said Harris won and 24% said Trump won, according to a Reuters/Ipsos poll released on Thursday.</p><p>The poll showed that 54% of registered voters believed that the single debate between Trump and Harris was enough, while 46% had wanted a second debate.</p><p>A majority of debate watchers said Harris outperformed Trump, according to a CNN flash poll released shortly after the debate. YouGov showed 54% of those surveyed said Harris won while 31% said Trump was the victor.</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>Trump: No More Debates with Kamala Harris</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\">\nTrump: No More Debates with Kamala Harris\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\">2024-09-13 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 12 (Reuters) - Republican nominee Donald Trump said on Thursday he would not participate in another presidential debate against Kamala Harris ahead of the Nov. 5 election, after several polls showed his Democratic rival won their debate earlier this week.</p><p>&#34;THERE WILL BE NO THIRD DEBATE!&#34; the former president wrote on social media site Truth Social. Trump had participated in a debate against President Joe Biden in June before his debate against Harris on Tuesday.</p><p>Although Trump touted his performance on Tuesday against Harris, six Republican donors and three Trump advisers who spoke to Reuters earlier this week said they thought Harris had won the debate largely because Trump was unable to stay on message.</p><p>The debate attracted 67.1 million television viewers, according to Nielsen data.</p><p>Harris, speaking at a rally shortly after Trump&#39;s post went live, said: &#34;I believe we owe it to the voters to have another debate.&#34;</p><p>While Trump said in his post that polls showed he won the debate, several surveys showed that respondents thought Harris did better.</p><p>Among voters who said they had heard at least something about Tuesday&#39;s debate, 53% said Harris won and 24% said Trump won, according to a Reuters/Ipsos poll released on Thursday.</p><p>The poll showed that 54% of registered voters believed that the single debate between Trump and Harris was enough, while 46% had wanted a second debate.</p><p>A majority of debate watchers said Harris outperformed Trump, according to a CNN flash poll released shortly after the debate. YouGov showed 54% of those surveyed said Harris won while 31% said Trump was the victor.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"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":"2467733685","content_text":"Sept 12 (Reuters) - Republican nominee Donald Trump said on Thursday he would not participate in another presidential debate against Kamala Harris ahead of the Nov. 5 election, after several polls showed his Democratic rival won their debate earlier this week.\"THERE WILL BE NO THIRD DEBATE!\" the former president wrote on social media site Truth Social. Trump had participated in a debate against President Joe Biden in June before his debate against Harris on Tuesday.Although Trump touted his performance on Tuesday against Harris, six Republican donors and three Trump advisers who spoke to Reuters earlier this week said they thought Harris had won the debate largely because Trump was unable to stay on message.The debate attracted 67.1 million television viewers, according to Nielsen data.Harris, speaking at a rally shortly after Trump's post went live, said: \"I believe we owe it to the voters to have another debate.\"While Trump said in his post that polls showed he won the debate, several surveys showed that respondents thought Harris did better.Among voters who said they had heard at least something about Tuesday's debate, 53% said Harris won and 24% said Trump won, according to a Reuters/Ipsos poll released on Thursday.The poll showed that 54% of registered voters believed that the single debate between Trump and Harris was enough, while 46% had wanted a second debate.A majority of debate watchers said Harris outperformed Trump, according to a CNN flash poll released shortly after the debate. YouGov showed 54% of those surveyed said Harris won while 31% said Trump was the victor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346802582372632,"gmtCreate":1725697929338,"gmtModify":1725699607301,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Everything is on sale !!!!&nbsp;","listText":"Everything is on sale !!!!&nbsp;","text":"Everything is on sale !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346802582372632","repostId":"2465261146","repostType":2,"repost":{"id":"2465261146","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725674400,"share":"https://ttm.financial/m/news/2465261146?lang=&edition=fundamental","pubTime":"2024-09-07 10:00","market":"us","language":"en","title":"Nvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2465261146","media":"Dow Jones","summary":"Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”“The key fundamental recovery catalyst will likely be supply-chain data points over the nextseveralweeks, confirming thereadinessof new Blackwell product shipments,” he wrote.","content":"<html><head></head><body><p>That’s a record weekly loss for any U.S. company — and more than the combined value of AMD and Qualcomm</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2061d7abeb7fb1bb4b16de895b3b9651\" alt=\"Nvidia’s stock has had to weather stormy conditions lately.\" title=\"Nvidia’s stock has had to weather stormy conditions lately.\" tg-width=\"923\" tg-height=\"636\"/><span>Nvidia’s stock has had to weather stormy conditions lately.</span></p><p>Nvidia Corp.’s stock continued to bleed in the aftermath of last week’s earnings report.</p><p style=\"text-align: start;\">The stock has fallen in four of the six sessions since that report, and it saw especially heavy pressure this week — so much so that it delivered its worst weekly performance in two years, according to Dow Jones Market Data. Nvidia shares lost 13.9% this week; they fell 16.1% in the week ended Sept. 2, 2022.</p><p>In all, Nvidia erased $406 billion from its market value on the week, the most for any U.S. company on record, and more than the combined market capitalizations of Advanced Micro Devices Inc. and Qualcomm Inc. Nvidia now has a roughly $2.5 trillion market cap.</p><p>Nvidia’s earnings last week revealed a few items that the market could still be digesting. For one, the company posted a smaller beat than usual, raising questions about how long Nvidia will be able to deliver the sort of eye-popping performance that turned it into a Wall Street darling over the past two years. There are also concerns about margin trends in the near future.</p><p>Plus, there are broader market pressures, with the S&amp;P 500 seeing its worst week since March 10, 2023. And the semiconductor sector in general is seeing weakness: Another chip giant that’s a play on artificial intelligence, Broadcom Inc., posted better-than-expected overall results on Thursday but came up short in its semiconductor division.</p><p>So what’s next for Nvidia shares? Mizuho desk-based analyst Jordan Klein wrote Friday that the stock “is not ripping back to $130+ in coming weeks.” It closed Friday at just south of $103.</p><p style=\"text-align: start;\">The sector on the whole seems “stuck in the mud at best right now outside of a slew of better ‘soft landing’ macro data points over next few weeks,” according to Klein. His note, put out before Friday’s open, predicted that chip stocks would move lower before they moved higher in the short run.</p><p style=\"text-align: start;\">The PHLX Semiconductor Index (SOX) ended down 4.5% on Friday.</p><p>“No reason to panic and dump semis, but see no reason to rush to add on weakness either,” Klein wrote.</p><p style=\"text-align: start;\">BofA’s Vivek Arya flagged “several headwinds” for Nvidia in a Thursday morning note, though he stayed bullish on shares overall, with a $165 price objective.</p><p style=\"text-align: start;\">Among the issues? Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.</p><p style=\"text-align: start;\">But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”</p><p style=\"text-align: start;\">“The key fundamental recovery catalyst will likely be supply-chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments,” he wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-07 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>That’s a record weekly loss for any U.S. company — and more than the combined value of AMD and Qualcomm</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2061d7abeb7fb1bb4b16de895b3b9651\" alt=\"Nvidia’s stock has had to weather stormy conditions lately.\" title=\"Nvidia’s stock has had to weather stormy conditions lately.\" tg-width=\"923\" tg-height=\"636\"/><span>Nvidia’s stock has had to weather stormy conditions lately.</span></p><p>Nvidia Corp.’s stock continued to bleed in the aftermath of last week’s earnings report.</p><p style=\"text-align: start;\">The stock has fallen in four of the six sessions since that report, and it saw especially heavy pressure this week — so much so that it delivered its worst weekly performance in two years, according to Dow Jones Market Data. Nvidia shares lost 13.9% this week; they fell 16.1% in the week ended Sept. 2, 2022.</p><p>In all, Nvidia erased $406 billion from its market value on the week, the most for any U.S. company on record, and more than the combined market capitalizations of Advanced Micro Devices Inc. and Qualcomm Inc. Nvidia now has a roughly $2.5 trillion market cap.</p><p>Nvidia’s earnings last week revealed a few items that the market could still be digesting. For one, the company posted a smaller beat than usual, raising questions about how long Nvidia will be able to deliver the sort of eye-popping performance that turned it into a Wall Street darling over the past two years. There are also concerns about margin trends in the near future.</p><p>Plus, there are broader market pressures, with the S&amp;P 500 seeing its worst week since March 10, 2023. And the semiconductor sector in general is seeing weakness: Another chip giant that’s a play on artificial intelligence, Broadcom Inc., posted better-than-expected overall results on Thursday but came up short in its semiconductor division.</p><p>So what’s next for Nvidia shares? Mizuho desk-based analyst Jordan Klein wrote Friday that the stock “is not ripping back to $130+ in coming weeks.” It closed Friday at just south of $103.</p><p style=\"text-align: start;\">The sector on the whole seems “stuck in the mud at best right now outside of a slew of better ‘soft landing’ macro data points over next few weeks,” according to Klein. His note, put out before Friday’s open, predicted that chip stocks would move lower before they moved higher in the short run.</p><p style=\"text-align: start;\">The PHLX Semiconductor Index (SOX) ended down 4.5% on Friday.</p><p>“No reason to panic and dump semis, but see no reason to rush to add on weakness either,” Klein wrote.</p><p style=\"text-align: start;\">BofA’s Vivek Arya flagged “several headwinds” for Nvidia in a Thursday morning note, though he stayed bullish on shares overall, with a $165 price objective.</p><p style=\"text-align: start;\">Among the issues? Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.</p><p style=\"text-align: start;\">But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”</p><p style=\"text-align: start;\">“The key fundamental recovery catalyst will likely be supply-chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments,” he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","2NVD.UK":"2X NVIDIA ETP","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","NVDA":"英伟达","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","3NVD.UK":"LS 3X NVIDIA","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4581":"高盛持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465261146","content_text":"That’s a record weekly loss for any U.S. company — and more than the combined value of AMD and QualcommNvidia’s stock has had to weather stormy conditions lately.Nvidia Corp.’s stock continued to bleed in the aftermath of last week’s earnings report.The stock has fallen in four of the six sessions since that report, and it saw especially heavy pressure this week — so much so that it delivered its worst weekly performance in two years, according to Dow Jones Market Data. Nvidia shares lost 13.9% this week; they fell 16.1% in the week ended Sept. 2, 2022.In all, Nvidia erased $406 billion from its market value on the week, the most for any U.S. company on record, and more than the combined market capitalizations of Advanced Micro Devices Inc. and Qualcomm Inc. Nvidia now has a roughly $2.5 trillion market cap.Nvidia’s earnings last week revealed a few items that the market could still be digesting. For one, the company posted a smaller beat than usual, raising questions about how long Nvidia will be able to deliver the sort of eye-popping performance that turned it into a Wall Street darling over the past two years. There are also concerns about margin trends in the near future.Plus, there are broader market pressures, with the S&P 500 seeing its worst week since March 10, 2023. And the semiconductor sector in general is seeing weakness: Another chip giant that’s a play on artificial intelligence, Broadcom Inc., posted better-than-expected overall results on Thursday but came up short in its semiconductor division.So what’s next for Nvidia shares? Mizuho desk-based analyst Jordan Klein wrote Friday that the stock “is not ripping back to $130+ in coming weeks.” It closed Friday at just south of $103.The sector on the whole seems “stuck in the mud at best right now outside of a slew of better ‘soft landing’ macro data points over next few weeks,” according to Klein. His note, put out before Friday’s open, predicted that chip stocks would move lower before they moved higher in the short run.The PHLX Semiconductor Index (SOX) ended down 4.5% on Friday.“No reason to panic and dump semis, but see no reason to rush to add on weakness either,” Klein wrote.BofA’s Vivek Arya flagged “several headwinds” for Nvidia in a Thursday morning note, though he stayed bullish on shares overall, with a $165 price objective.Among the issues? Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”“The key fundamental recovery catalyst will likely be supply-chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346207427879200,"gmtCreate":1725560562308,"gmtModify":1725624157306,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now&nbsp;","listText":"There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now&nbsp;","text":"There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346207427879200","repostId":"2465550301","repostType":2,"repost":{"id":"2465550301","pubTimestamp":1725549910,"share":"https://ttm.financial/m/news/2465550301?lang=&edition=fundamental","pubTime":"2024-09-05 23:25","market":"hk","language":"en","title":"Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2465550301","media":"seekingalpha","summary":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.</p></li><li><p>Despite a slight margin dip, Nvidia&#39;s revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.</p></li><li><p>Nvidia&#39;s future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" tg-width=\"750\" tg-height=\"500\"/></p><p>BING-JHEN HONG</p><p></p><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn&#39;t actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dfa44878b4cfc55d436e39dedc047a9\" tg-width=\"1280\" tg-height=\"440\"/></p><p>Source: Finviz</p><p></p><h2 id=\"id_2974629315\">Big Beats</h2><p>Nvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.</p><p>The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f37a4533f801542c20c991c2a1518bfd\" tg-width=\"640\" tg-height=\"651\"/></p><p>Source: Twitter/X</p><p></p><p>Either way, the justification for selling off Nvidia doesn&#39;t add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.</p><p>Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.</p><p>The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6cf7eaa1add49d04984989048c3bf\" tg-width=\"640\" tg-height=\"465\"/></p><p>Source: Seeking Alpha</p><p></p><p>Clearly, the revenue numbers for Nvidia remain strong.</p><h3 id=\"id_3184166848\">No Competitive Threat</h3><p>A primary reason to turn more bullish on Nvidia in the short term is that <strong>Advanced Micro Devices, Inc.</strong> (AMD) has been unable to ramp up AI GPU sales and <strong>Intel Corporation</strong> (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.</p><p>AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/751595672293a25616076012784d92e0\" tg-width=\"959\" tg-height=\"591\"/></p><p>Source: I/O Fund</p><p></p><p>Analysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.</p><p>Without any major threat, the Blackwell delay won&#39;t impact Nvidia to a great extent. On the FQ2 &#39;25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:</p><blockquote><p>Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year &#39;26.</p><p>In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.</p></blockquote><p>Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.</p><p>Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn&#39;t seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.</p><p>Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.</p><p>Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.</p><p>Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/874e837231d8ec0e72c8e60d88aa204d\" tg-width=\"640\" tg-height=\"249\"/></p><p>Source: Stone Fox Capital</p><p></p><p>Even the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.</p><p>As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.</p><h3 id=\"id_3318921105\">DoJ Case</h3><p>Based on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.</p><p>From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.</p><p>Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn&#39;t appear to have a case. AMD hasn&#39;t openly complained about such a scenario.</p><p>Nvidia apparently e-mailed <em>Bloomberg</em> the following statement, suggesting the company wins orders based on merit:</p><blockquote><p>Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.</p></blockquote><p>Investors can&#39;t know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. <strong>Alphabet Inc.</strong> (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don&#39;t foresee a remedy for possibly years. Ironically, Google didn&#39;t lose the trial over search default deals until AI became a threat to the search business.</p><p>In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.</p><p>Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.</p><h2 id=\"id_1832331817\">Takeaway</h2><p>The key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Margin Reckoning Is Years Away (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,...</p>\n\n<a href=\"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465550301","content_text":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip, Nvidia's revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.Nvidia's future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.BING-JHEN HONGNVIDIA Corporation (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn't actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.Source: FinvizBig BeatsNvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:Source: Twitter/XEither way, the justification for selling off Nvidia doesn't add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.Source: Seeking AlphaClearly, the revenue numbers for Nvidia remain strong.No Competitive ThreatA primary reason to turn more bullish on Nvidia in the short term is that Advanced Micro Devices, Inc. (AMD) has been unable to ramp up AI GPU sales and Intel Corporation (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.Source: I/O FundAnalysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.Without any major threat, the Blackwell delay won't impact Nvidia to a great extent. On the FQ2 '25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year '26.In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn't seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.Source: Stone Fox CapitalEven the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.DoJ CaseBased on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn't appear to have a case. AMD hasn't openly complained about such a scenario.Nvidia apparently e-mailed Bloomberg the following statement, suggesting the company wins orders based on merit:Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.Investors can't know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. Alphabet Inc. (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don't foresee a remedy for possibly years. Ironically, Google didn't lose the trial over search default deals until AI became a threat to the search business.In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.TakeawayThe key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339782226632856,"gmtCreate":1723958887592,"gmtModify":1723960752514,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Nope - it's perhaps being added to s&amp;p","listText":"Nope - it's perhaps being added to s&amp;p","text":"Nope - it's perhaps being added to s&p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339782226632856","repostId":"2460242748","repostType":2,"repost":{"id":"2460242748","pubTimestamp":1723943452,"share":"https://ttm.financial/m/news/2460242748?lang=&edition=fundamental","pubTime":"2024-08-18 09:10","market":"nz","language":"en","title":"Palantir Technologies: Shares Are Nearing The Tipping Point","url":"https://stock-news.laohu8.com/highlight/detail?id=2460242748","media":"seekingalpha","summary":"Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.The company's financial performance has been strong, with revenue and profits rising significantly.Despite","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.</p></li><li><p>The company&#39;s financial performance has been strong, with revenue and profits rising significantly.</p></li><li><p>Despite impressive growth, its valuation remains high, potentially warranting a downgrade to &#39;sell&#39; in the future.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"hapabapa\" title=\"hapabapa\" tg-width=\"750\" tg-height=\"500\"/><span>hapabapa</span></p><p>One of the most impressive stocks over the past year has been <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>. From one year ago today through the present day, shares are up an amazing 86.9%. This move higher has been driven in large part by optimism regarding how the company will benefit from the AI boom. But with optimism comes a risk of overvaluation. You see, back in early May of this year, I wrote an article that took a neutral stance on the company. Over the span of four days around that time, the stock had dropped nearly 19% at its worst. This was in spite of the fact that the overall financial performance reported by the business for the first quarter of its 2024 fiscal year indicated that management was achieving attractive growth.</p><p>I pointed out, in that article, that investors would likely be making a mistake by buying that plunge. And this was because of how expensive shares were. Much to my surprise, things have gone a lot better than anticipated. Shares are up 33.6% since then, at a time when the S&amp;P 500 is up only 3%. As disappointing as this is to me, I do think that we are reaching the point where the stock might very well warrant a downgrade to something more bearish like a ‘sell’. Because of improved growth, particularly higher guidance for this year, I&#39;m not pulling that trigger just yet. But it won&#39;t take much more to justify such a downgrade.</p><h2 id=\"id_469433668\">Management has really surprised</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/efbd3d7ee7cc3cd3932b95ab96852f2f\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"257\"/><span>Author - SEC EDGAR Data</span></p><p>When I last wrote about Palantir Technologies earlier this year, we only had data covering through the first quarter of 2024. That data now extends through the second quarter of this year. By every measure that matters, management has done a fine job. Take revenue for starters. During the second quarter, revenue totaled $678.1 million. That&#39;s 34.3% above the $533.3 million the company reported just one year earlier. For much of its early history, Palantir Technologies built its business around government agencies. But over the past couple of years now, management has been emphasizing the potential role that the commercial side of the economy could play in pushing revenue and cash flows higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d975f70cd8b2e319794b0ce5d20238c\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"333\"/><span>Palantir Technologies</span></p><p>During the second quarter, the company generated $307 million in revenue from commercial activities. That&#39;s 32.3% above the $232 million reported at the same time last year. In the US specifically, commercial revenue growth was an astounding 54.4%, growing from $103 million to $159 million. On the commercial side of things, the company finally hit 295 customers in the US during its most recent quarter. That&#39;s up from 262 in the first quarter of this year, and it dwarfs the 161 that the company had in the second quarter of 2023. Its total global commercial customer count hit an all-time high of 467 during the quarter. That&#39;s well above the 302 reported for the second quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ae3e2af685cb12ddfc74c3095fd23a1\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"335\"/><span>Palantir Technologies</span></p><p>This is not to say that the company isn&#39;t continuing to grow on the government side as well. Government revenue in the second quarter of this year was $371 million. That happens to be 22.8% above the $302 million reported one year earlier. In the US, government revenue jumped 23.6% year over year, climbing from $225 million to $278 million. When you add on to this the commercial customers that the company has, its total customer count hit 593 in the most recent quarter. This stacks up nicely against the 554 reported in the first quarter and the 421 reported in the second quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/37ef4a186b578f870d73d0351734d204\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"331\"/><span>Palantir Technologies</span></p><p>During the second quarter alone, management closed 96 deals that were worth, individually, $1 million or more. 33 of these were worth at least $5 million. And 27 of them were worth $10 million or more. This is quite a haul. And, so long as nothing significantly negative comes out of the woodwork, it should translate to additional revenue growth for the foreseeable future. A lot of these contracts seem to be related to AI. In fact, during the second quarter, one of the contracts that it signed was a five year, $480 million deal, with the Chief Digital and Artificial Intelligence Office for the purpose of scaling AI and machine learning capabilities across the entire US Department of Defense.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d274ec5c229288d4c136f0695f00b93f\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"333\"/><span>Palantir Technologies</span></p><p>With revenue climbing, profits and cash flows have followed suit. Net income skyrocketed from $28.1 million in the second quarter of 2023 to $134.1 million in the second quarter of this year. After making certain adjustments, net income nearly doubled from $119.5 million to $221.4 million. Operating cash flow expanded from $90.2 million to $144.2 million. On an adjusted basis, where we strip out changes in working capital, we get an increase from $141.2 million to $284.3 million. And finally, EBITDA for the business expanded from $143.4 million to $261.6 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/160be1b1dc9a3a2a8e5fa2f3f89dfaee\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"258\"/><span>Author - SEC EDGAR Data</span></p><p>In the chart above, you can see financial results for the first half of 2024 compared to the first half of 2023. Clearly, things are going quite well for the company, with revenue, profits, and cash flows, all rising significantly on a year-over-year basis. In fact, things are going so well that management decided to increase guidance for the year. Previous guidance had called for revenue of between $2.677 billion and $2.689 billion. But now, that number has been pushed up to between $2.742 billion and $2.750 billion. At the midpoint, that&#39;s an increase of about $63 million.</p><p>On the bottom line, management now anticipates adjusted income from operations of between $966 million and $974 million. The prior expected range was between $868 million and $880 million. At the midpoint, that&#39;s an improvement of about $96 million, or 11%. If we assume that other profitability metrics will rise at the same rate, then we would get adjusted operating cash flow of $1.08 billion and EBITDA of $1.02 billion. These would be quite a bit higher than the $705.9 million and $666.1 million, respectively, generated in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fa2a69ef1ff4f8024a06acb823c1fb9\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"289\"/><span>Author - SEC EDGAR Data</span></p><p>Using these figures, you can see how shares of the company are valued on a forward basis in the chart above. You can also see the valuation using results from 2023. I don&#39;t know about you, but I consider these to be incredibly high multiples. Now, to be fair, this is backed by rapid growth. But even if we assume that strong growth for the company will persist for the foreseeable future, this is a difficult valuation to get excited about.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6df0fa2788d80170db97d5fbb824a1f8\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"167\"/><span>Author - SEC EDGAR Data</span></p><p>In the table above, you can see what should happen if revenue and cash flows for the company grow at a 20% annualized rate from 2025 through 2027. You can see the trading multiples of the company in those cases. Even in 2027, shares do look very pricey. However, profits this year are expected to be about 53.3% above what they were last year. So a 20% annualized growth rate might not be aggressive enough to assume. In the first table below, I repeated this analysis using a 30% annualized growth rate. And in the table below that, I did the same thing with the assumption that revenue and cash flows grow at 40% per annum. I would argue that, under the most aggressive scenario, the stock finally becomes reasonably attractive in 2027. But that&#39;s banking a lot on future growth that might fail to impress.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ff279ba21adaf1ab7b80f731a9518fe\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"165\"/><span>Author - SEC EDGAR Data</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d5d1737383a68aabf7a786e3eb73a06\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"169\"/><span>Author - SEC EDGAR Data</span></p><p>One good thing about the company is that it does have plenty of fuel in the tank. Back in the first quarter of 2023, the company had no debt on its books, and it enjoyed $2.93 billion worth of cash and cash equivalents. This number expanded to $3.87 billion by the end of the first quarter of this year. And by the end of the second quarter, it had grown even more to just a hair under $4 billion. This does provide flexibility and safety for investors. It also provides the company capital, with which to grow. While this situation can probably justify a slight premium, the multiples that we are looking at now still look absurd.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18d9cd33e74f76d1842eb2bde0addcad\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"297\"/><span>Author - SEC EDGAR Data</span></p><h2 id=\"id_1461090088\">Takeaway</h2><p>Truth be told, I&#39;m not ready to take a bearish stance on Palantir Technologies just yet. The company is a growth machine and its balance sheet is robust. However, even the healthiest companies can reach the point of being overvalued. I do think that shares are very lofty at this point in time. And I would argue that, if we continue to see the stock outperform the broader market, without some corresponding improvement in financial condition, it may not be long before a downgrade from a ‘hold’ to a ‘sell’ is warranted.</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>Palantir Technologies: Shares Are Nearing The Tipping Point</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\">\nPalantir Technologies: Shares Are Nearing The Tipping Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-18 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4715236-palantir-technologies-shares-are-nearing-the-tipping-point><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.The company's financial performance has been strong, with revenue and profits rising significantly.Despite...</p>\n\n<a href=\"https://seekingalpha.com/article/4715236-palantir-technologies-shares-are-nearing-the-tipping-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4715236-palantir-technologies-shares-are-nearing-the-tipping-point","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2460242748","content_text":"Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.The company's financial performance has been strong, with revenue and profits rising significantly.Despite impressive growth, its valuation remains high, potentially warranting a downgrade to 'sell' in the future.hapabapaOne of the most impressive stocks over the past year has been Palantir Technologies. From one year ago today through the present day, shares are up an amazing 86.9%. This move higher has been driven in large part by optimism regarding how the company will benefit from the AI boom. But with optimism comes a risk of overvaluation. You see, back in early May of this year, I wrote an article that took a neutral stance on the company. Over the span of four days around that time, the stock had dropped nearly 19% at its worst. This was in spite of the fact that the overall financial performance reported by the business for the first quarter of its 2024 fiscal year indicated that management was achieving attractive growth.I pointed out, in that article, that investors would likely be making a mistake by buying that plunge. And this was because of how expensive shares were. Much to my surprise, things have gone a lot better than anticipated. Shares are up 33.6% since then, at a time when the S&P 500 is up only 3%. As disappointing as this is to me, I do think that we are reaching the point where the stock might very well warrant a downgrade to something more bearish like a ‘sell’. Because of improved growth, particularly higher guidance for this year, I'm not pulling that trigger just yet. But it won't take much more to justify such a downgrade.Management has really surprisedAuthor - SEC EDGAR DataWhen I last wrote about Palantir Technologies earlier this year, we only had data covering through the first quarter of 2024. That data now extends through the second quarter of this year. By every measure that matters, management has done a fine job. Take revenue for starters. During the second quarter, revenue totaled $678.1 million. That's 34.3% above the $533.3 million the company reported just one year earlier. For much of its early history, Palantir Technologies built its business around government agencies. But over the past couple of years now, management has been emphasizing the potential role that the commercial side of the economy could play in pushing revenue and cash flows higher.Palantir TechnologiesDuring the second quarter, the company generated $307 million in revenue from commercial activities. That's 32.3% above the $232 million reported at the same time last year. In the US specifically, commercial revenue growth was an astounding 54.4%, growing from $103 million to $159 million. On the commercial side of things, the company finally hit 295 customers in the US during its most recent quarter. That's up from 262 in the first quarter of this year, and it dwarfs the 161 that the company had in the second quarter of 2023. Its total global commercial customer count hit an all-time high of 467 during the quarter. That's well above the 302 reported for the second quarter of 2023.Palantir TechnologiesThis is not to say that the company isn't continuing to grow on the government side as well. Government revenue in the second quarter of this year was $371 million. That happens to be 22.8% above the $302 million reported one year earlier. In the US, government revenue jumped 23.6% year over year, climbing from $225 million to $278 million. When you add on to this the commercial customers that the company has, its total customer count hit 593 in the most recent quarter. This stacks up nicely against the 554 reported in the first quarter and the 421 reported in the second quarter of 2023.Palantir TechnologiesDuring the second quarter alone, management closed 96 deals that were worth, individually, $1 million or more. 33 of these were worth at least $5 million. And 27 of them were worth $10 million or more. This is quite a haul. And, so long as nothing significantly negative comes out of the woodwork, it should translate to additional revenue growth for the foreseeable future. A lot of these contracts seem to be related to AI. In fact, during the second quarter, one of the contracts that it signed was a five year, $480 million deal, with the Chief Digital and Artificial Intelligence Office for the purpose of scaling AI and machine learning capabilities across the entire US Department of Defense.Palantir TechnologiesWith revenue climbing, profits and cash flows have followed suit. Net income skyrocketed from $28.1 million in the second quarter of 2023 to $134.1 million in the second quarter of this year. After making certain adjustments, net income nearly doubled from $119.5 million to $221.4 million. Operating cash flow expanded from $90.2 million to $144.2 million. On an adjusted basis, where we strip out changes in working capital, we get an increase from $141.2 million to $284.3 million. And finally, EBITDA for the business expanded from $143.4 million to $261.6 million.Author - SEC EDGAR DataIn the chart above, you can see financial results for the first half of 2024 compared to the first half of 2023. Clearly, things are going quite well for the company, with revenue, profits, and cash flows, all rising significantly on a year-over-year basis. In fact, things are going so well that management decided to increase guidance for the year. Previous guidance had called for revenue of between $2.677 billion and $2.689 billion. But now, that number has been pushed up to between $2.742 billion and $2.750 billion. At the midpoint, that's an increase of about $63 million.On the bottom line, management now anticipates adjusted income from operations of between $966 million and $974 million. The prior expected range was between $868 million and $880 million. At the midpoint, that's an improvement of about $96 million, or 11%. If we assume that other profitability metrics will rise at the same rate, then we would get adjusted operating cash flow of $1.08 billion and EBITDA of $1.02 billion. These would be quite a bit higher than the $705.9 million and $666.1 million, respectively, generated in 2023.Author - SEC EDGAR DataUsing these figures, you can see how shares of the company are valued on a forward basis in the chart above. You can also see the valuation using results from 2023. I don't know about you, but I consider these to be incredibly high multiples. Now, to be fair, this is backed by rapid growth. But even if we assume that strong growth for the company will persist for the foreseeable future, this is a difficult valuation to get excited about.Author - SEC EDGAR DataIn the table above, you can see what should happen if revenue and cash flows for the company grow at a 20% annualized rate from 2025 through 2027. You can see the trading multiples of the company in those cases. Even in 2027, shares do look very pricey. However, profits this year are expected to be about 53.3% above what they were last year. So a 20% annualized growth rate might not be aggressive enough to assume. In the first table below, I repeated this analysis using a 30% annualized growth rate. And in the table below that, I did the same thing with the assumption that revenue and cash flows grow at 40% per annum. I would argue that, under the most aggressive scenario, the stock finally becomes reasonably attractive in 2027. But that's banking a lot on future growth that might fail to impress.Author - SEC EDGAR DataAuthor - SEC EDGAR DataOne good thing about the company is that it does have plenty of fuel in the tank. Back in the first quarter of 2023, the company had no debt on its books, and it enjoyed $2.93 billion worth of cash and cash equivalents. This number expanded to $3.87 billion by the end of the first quarter of this year. And by the end of the second quarter, it had grown even more to just a hair under $4 billion. This does provide flexibility and safety for investors. It also provides the company capital, with which to grow. While this situation can probably justify a slight premium, the multiples that we are looking at now still look absurd.Author - SEC EDGAR DataTakeawayTruth be told, I'm not ready to take a bearish stance on Palantir Technologies just yet. The company is a growth machine and its balance sheet is robust. However, even the healthiest companies can reach the point of being overvalued. I do think that shares are very lofty at this point in time. And I would argue that, if we continue to see the stock outperform the broader market, without some corresponding improvement in financial condition, it may not be long before a downgrade from a ‘hold’ to a ‘sell’ is warranted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336429443010904,"gmtCreate":1723174373260,"gmtModify":1723175926963,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Are you doing a story on the corrupt deal btwntrump &amp; Sinclair media re anti compete laws","listText":"Are you doing a story on the corrupt deal btwntrump &amp; Sinclair media re anti compete laws","text":"Are you doing a story on the corrupt deal btwntrump & Sinclair media re anti compete laws","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336429443010904","repostId":"2458337391","repostType":2,"repost":{"id":"2458337391","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":1723169700,"share":"https://ttm.financial/m/news/2458337391?lang=&edition=fundamental","pubTime":"2024-08-09 10:15","market":"us","language":"en","title":"Trump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House","url":"https://stock-news.laohu8.com/highlight/detail?id=2458337391","media":"Reuters","summary":"WASHINGTON, Aug 8 (Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far ","content":"<html><head></head><body><p>(Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far of his interest in infringing on the central bank&#39;s independence should he regain the White House.</p><p>&#34;I feel the president should have at least (a) say in there,&#34; the former president told reporters at his Mar-a-Lago residence in Florida. &#34;I think that in my case, I made a lot of money, I was very successful, and I think I have a better instinct than in many cases, people that would be on the Federal Reserve or the chairman.&#34;</p><p>Trump allies have drafted proposals that would attempt to erode the Fed&#39;s independence if he wins, the Wall Street Journal reported in April. The Trump campaign distanced itself from the report at the time.</p><p>But his remarks on Thursday indicate he is squarely aligned with one of the proposals&#39; main thrusts: If he becomes president, Trump should be consulted on interest rate decisions, and Fed banking regulation proposals should be subject to White House review.</p><p>The Fed chair and the other six members of its board of governors are nominated by the president, subject to confirmation by the Senate. But the Fed enjoys substantial operational independence to make policy decisions that wield tremendous influence over the direction of the world&#39;s largest economy and global asset markets.</p><p>Among the pegs supporting the U.S. dollar&#39;s stature as the world&#39;s reserve currency, for instance, is the Fed&#39;s ability to set monetary policy on its own without political oversight. That status in turn is key to granting the U.S. government a nearly unchecked ability to borrow on global bond markets at relatively low interest rates despite having a $35 trillion debt load, dubbed the &#34;exorbitant privilege.&#34;</p><h3 id=\"id_2980732775\" style=\"text-align: start;\">&#39;FOUGHT HIM VERY HARD&#39;</h3><p>The next president - Trump or Democratic candidate Kamala Harris - will have a chance to select the next Fed chair within the first two years of their term.</p><p>One path for intruding on the Fed&#39;s independence would be to select - and win confirmation for - a nominee willing to be compliant with Trump&#39;s wishes to hold sway over the central bank.</p><p>Economists worry that could result in the type of policy missteps that occurred in the early 1970s, when Fed Chairman Arthur Burns was pressured by President Richard Nixon - who had appointed him - to maintain expansionary monetary policy ahead of the 1972 election despite evidence of inflationary pressures building.</p><p>By 1974, inflation was running above 12% and would remain a persistent problem for the next decade until it was brought under control by Fed Chairman Paul Volcker through crushing interest rate increases that caused two recessions in the early 1980s.</p><p>Current Fed Chair Jerome Powell&#39;s term as chief expires in 2026, while his seat on the Fed board expires in 2028.</p><p>Powell was first appointed to the Fed board by former President Barack Obama, but it was Trump who picked him to lead the central bank, a post Powell assumed in early 2018.</p><p>Trump turned against him soon after, railing against the interest rate hikes that the Fed delivered during Powell&#39;s first year at the helm.</p><p>&#34;I used to have it out with him, I had it out with him a couple of times very strongly,&#34; Trump said in his remarks on Thursday. &#34;I fought him very hard.&#34;</p><p>Indeed, Trump went so far as to discuss firing the Fed chief, although Mick Mulvaney - a former chief of staff to the president - later said Trump came to the conclusion that he likely did not have the power to do so.</p><p>That did not stop Trump from continuing to threaten Powell throughout his presidency, a practice President Joe Biden, Trump&#39;s successor, has refrained from during his term.</p><p>In a Bloomberg interview published last month, Trump said he would not try to oust Powell if he becomes president.</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>Trump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House</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\">\nTrump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House\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\">2024-08-09 10:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far of his interest in infringing on the central bank&#39;s independence should he regain the White House.</p><p>&#34;I feel the president should have at least (a) say in there,&#34; the former president told reporters at his Mar-a-Lago residence in Florida. &#34;I think that in my case, I made a lot of money, I was very successful, and I think I have a better instinct than in many cases, people that would be on the Federal Reserve or the chairman.&#34;</p><p>Trump allies have drafted proposals that would attempt to erode the Fed&#39;s independence if he wins, the Wall Street Journal reported in April. The Trump campaign distanced itself from the report at the time.</p><p>But his remarks on Thursday indicate he is squarely aligned with one of the proposals&#39; main thrusts: If he becomes president, Trump should be consulted on interest rate decisions, and Fed banking regulation proposals should be subject to White House review.</p><p>The Fed chair and the other six members of its board of governors are nominated by the president, subject to confirmation by the Senate. But the Fed enjoys substantial operational independence to make policy decisions that wield tremendous influence over the direction of the world&#39;s largest economy and global asset markets.</p><p>Among the pegs supporting the U.S. dollar&#39;s stature as the world&#39;s reserve currency, for instance, is the Fed&#39;s ability to set monetary policy on its own without political oversight. That status in turn is key to granting the U.S. government a nearly unchecked ability to borrow on global bond markets at relatively low interest rates despite having a $35 trillion debt load, dubbed the &#34;exorbitant privilege.&#34;</p><h3 id=\"id_2980732775\" style=\"text-align: start;\">&#39;FOUGHT HIM VERY HARD&#39;</h3><p>The next president - Trump or Democratic candidate Kamala Harris - will have a chance to select the next Fed chair within the first two years of their term.</p><p>One path for intruding on the Fed&#39;s independence would be to select - and win confirmation for - a nominee willing to be compliant with Trump&#39;s wishes to hold sway over the central bank.</p><p>Economists worry that could result in the type of policy missteps that occurred in the early 1970s, when Fed Chairman Arthur Burns was pressured by President Richard Nixon - who had appointed him - to maintain expansionary monetary policy ahead of the 1972 election despite evidence of inflationary pressures building.</p><p>By 1974, inflation was running above 12% and would remain a persistent problem for the next decade until it was brought under control by Fed Chairman Paul Volcker through crushing interest rate increases that caused two recessions in the early 1980s.</p><p>Current Fed Chair Jerome Powell&#39;s term as chief expires in 2026, while his seat on the Fed board expires in 2028.</p><p>Powell was first appointed to the Fed board by former President Barack Obama, but it was Trump who picked him to lead the central bank, a post Powell assumed in early 2018.</p><p>Trump turned against him soon after, railing against the interest rate hikes that the Fed delivered during Powell&#39;s first year at the helm.</p><p>&#34;I used to have it out with him, I had it out with him a couple of times very strongly,&#34; Trump said in his remarks on Thursday. &#34;I fought him very hard.&#34;</p><p>Indeed, Trump went so far as to discuss firing the Fed chief, although Mick Mulvaney - a former chief of staff to the president - later said Trump came to the conclusion that he likely did not have the power to do so.</p><p>That did not stop Trump from continuing to threaten Powell throughout his presidency, a practice President Joe Biden, Trump&#39;s successor, has refrained from during his term.</p><p>In a Bloomberg interview published last month, Trump said he would not try to oust Powell if he becomes president.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":"2458337391","content_text":"(Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far of his interest in infringing on the central bank's independence should he regain the White House.\"I feel the president should have at least (a) say in there,\" the former president told reporters at his Mar-a-Lago residence in Florida. \"I think that in my case, I made a lot of money, I was very successful, and I think I have a better instinct than in many cases, people that would be on the Federal Reserve or the chairman.\"Trump allies have drafted proposals that would attempt to erode the Fed's independence if he wins, the Wall Street Journal reported in April. The Trump campaign distanced itself from the report at the time.But his remarks on Thursday indicate he is squarely aligned with one of the proposals' main thrusts: If he becomes president, Trump should be consulted on interest rate decisions, and Fed banking regulation proposals should be subject to White House review.The Fed chair and the other six members of its board of governors are nominated by the president, subject to confirmation by the Senate. But the Fed enjoys substantial operational independence to make policy decisions that wield tremendous influence over the direction of the world's largest economy and global asset markets.Among the pegs supporting the U.S. dollar's stature as the world's reserve currency, for instance, is the Fed's ability to set monetary policy on its own without political oversight. That status in turn is key to granting the U.S. government a nearly unchecked ability to borrow on global bond markets at relatively low interest rates despite having a $35 trillion debt load, dubbed the \"exorbitant privilege.\"'FOUGHT HIM VERY HARD'The next president - Trump or Democratic candidate Kamala Harris - will have a chance to select the next Fed chair within the first two years of their term.One path for intruding on the Fed's independence would be to select - and win confirmation for - a nominee willing to be compliant with Trump's wishes to hold sway over the central bank.Economists worry that could result in the type of policy missteps that occurred in the early 1970s, when Fed Chairman Arthur Burns was pressured by President Richard Nixon - who had appointed him - to maintain expansionary monetary policy ahead of the 1972 election despite evidence of inflationary pressures building.By 1974, inflation was running above 12% and would remain a persistent problem for the next decade until it was brought under control by Fed Chairman Paul Volcker through crushing interest rate increases that caused two recessions in the early 1980s.Current Fed Chair Jerome Powell's term as chief expires in 2026, while his seat on the Fed board expires in 2028.Powell was first appointed to the Fed board by former President Barack Obama, but it was Trump who picked him to lead the central bank, a post Powell assumed in early 2018.Trump turned against him soon after, railing against the interest rate hikes that the Fed delivered during Powell's first year at the helm.\"I used to have it out with him, I had it out with him a couple of times very strongly,\" Trump said in his remarks on Thursday. \"I fought him very hard.\"Indeed, Trump went so far as to discuss firing the Fed chief, although Mick Mulvaney - a former chief of staff to the president - later said Trump came to the conclusion that he likely did not have the power to do so.That did not stop Trump from continuing to threaten Powell throughout his presidency, a practice President Joe Biden, Trump's successor, has refrained from during his term.In a Bloomberg interview published last month, Trump said he would not try to oust Powell if he becomes president.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":339782226632856,"gmtCreate":1723958887592,"gmtModify":1723960752514,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Nope - it's perhaps being added to s&amp;p","listText":"Nope - it's perhaps being added to s&amp;p","text":"Nope - it's perhaps being added to s&p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339782226632856","repostId":"2460242748","repostType":2,"repost":{"id":"2460242748","pubTimestamp":1723943452,"share":"https://ttm.financial/m/news/2460242748?lang=&edition=fundamental","pubTime":"2024-08-18 09:10","market":"nz","language":"en","title":"Palantir Technologies: Shares Are Nearing The Tipping Point","url":"https://stock-news.laohu8.com/highlight/detail?id=2460242748","media":"seekingalpha","summary":"Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.The company's financial performance has been strong, with revenue and profits rising significantly.Despite","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.</p></li><li><p>The company&#39;s financial performance has been strong, with revenue and profits rising significantly.</p></li><li><p>Despite impressive growth, its valuation remains high, potentially warranting a downgrade to &#39;sell&#39; in the future.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"hapabapa\" title=\"hapabapa\" tg-width=\"750\" tg-height=\"500\"/><span>hapabapa</span></p><p>One of the most impressive stocks over the past year has been <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>. From one year ago today through the present day, shares are up an amazing 86.9%. This move higher has been driven in large part by optimism regarding how the company will benefit from the AI boom. But with optimism comes a risk of overvaluation. You see, back in early May of this year, I wrote an article that took a neutral stance on the company. Over the span of four days around that time, the stock had dropped nearly 19% at its worst. This was in spite of the fact that the overall financial performance reported by the business for the first quarter of its 2024 fiscal year indicated that management was achieving attractive growth.</p><p>I pointed out, in that article, that investors would likely be making a mistake by buying that plunge. And this was because of how expensive shares were. Much to my surprise, things have gone a lot better than anticipated. Shares are up 33.6% since then, at a time when the S&amp;P 500 is up only 3%. As disappointing as this is to me, I do think that we are reaching the point where the stock might very well warrant a downgrade to something more bearish like a ‘sell’. Because of improved growth, particularly higher guidance for this year, I&#39;m not pulling that trigger just yet. But it won&#39;t take much more to justify such a downgrade.</p><h2 id=\"id_469433668\">Management has really surprised</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/efbd3d7ee7cc3cd3932b95ab96852f2f\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"257\"/><span>Author - SEC EDGAR Data</span></p><p>When I last wrote about Palantir Technologies earlier this year, we only had data covering through the first quarter of 2024. That data now extends through the second quarter of this year. By every measure that matters, management has done a fine job. Take revenue for starters. During the second quarter, revenue totaled $678.1 million. That&#39;s 34.3% above the $533.3 million the company reported just one year earlier. For much of its early history, Palantir Technologies built its business around government agencies. But over the past couple of years now, management has been emphasizing the potential role that the commercial side of the economy could play in pushing revenue and cash flows higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d975f70cd8b2e319794b0ce5d20238c\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"333\"/><span>Palantir Technologies</span></p><p>During the second quarter, the company generated $307 million in revenue from commercial activities. That&#39;s 32.3% above the $232 million reported at the same time last year. In the US specifically, commercial revenue growth was an astounding 54.4%, growing from $103 million to $159 million. On the commercial side of things, the company finally hit 295 customers in the US during its most recent quarter. That&#39;s up from 262 in the first quarter of this year, and it dwarfs the 161 that the company had in the second quarter of 2023. Its total global commercial customer count hit an all-time high of 467 during the quarter. That&#39;s well above the 302 reported for the second quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ae3e2af685cb12ddfc74c3095fd23a1\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"335\"/><span>Palantir Technologies</span></p><p>This is not to say that the company isn&#39;t continuing to grow on the government side as well. Government revenue in the second quarter of this year was $371 million. That happens to be 22.8% above the $302 million reported one year earlier. In the US, government revenue jumped 23.6% year over year, climbing from $225 million to $278 million. When you add on to this the commercial customers that the company has, its total customer count hit 593 in the most recent quarter. This stacks up nicely against the 554 reported in the first quarter and the 421 reported in the second quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/37ef4a186b578f870d73d0351734d204\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"331\"/><span>Palantir Technologies</span></p><p>During the second quarter alone, management closed 96 deals that were worth, individually, $1 million or more. 33 of these were worth at least $5 million. And 27 of them were worth $10 million or more. This is quite a haul. And, so long as nothing significantly negative comes out of the woodwork, it should translate to additional revenue growth for the foreseeable future. A lot of these contracts seem to be related to AI. In fact, during the second quarter, one of the contracts that it signed was a five year, $480 million deal, with the Chief Digital and Artificial Intelligence Office for the purpose of scaling AI and machine learning capabilities across the entire US Department of Defense.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d274ec5c229288d4c136f0695f00b93f\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"640\" tg-height=\"333\"/><span>Palantir Technologies</span></p><p>With revenue climbing, profits and cash flows have followed suit. Net income skyrocketed from $28.1 million in the second quarter of 2023 to $134.1 million in the second quarter of this year. After making certain adjustments, net income nearly doubled from $119.5 million to $221.4 million. Operating cash flow expanded from $90.2 million to $144.2 million. On an adjusted basis, where we strip out changes in working capital, we get an increase from $141.2 million to $284.3 million. And finally, EBITDA for the business expanded from $143.4 million to $261.6 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/160be1b1dc9a3a2a8e5fa2f3f89dfaee\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"258\"/><span>Author - SEC EDGAR Data</span></p><p>In the chart above, you can see financial results for the first half of 2024 compared to the first half of 2023. Clearly, things are going quite well for the company, with revenue, profits, and cash flows, all rising significantly on a year-over-year basis. In fact, things are going so well that management decided to increase guidance for the year. Previous guidance had called for revenue of between $2.677 billion and $2.689 billion. But now, that number has been pushed up to between $2.742 billion and $2.750 billion. At the midpoint, that&#39;s an increase of about $63 million.</p><p>On the bottom line, management now anticipates adjusted income from operations of between $966 million and $974 million. The prior expected range was between $868 million and $880 million. At the midpoint, that&#39;s an improvement of about $96 million, or 11%. If we assume that other profitability metrics will rise at the same rate, then we would get adjusted operating cash flow of $1.08 billion and EBITDA of $1.02 billion. These would be quite a bit higher than the $705.9 million and $666.1 million, respectively, generated in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fa2a69ef1ff4f8024a06acb823c1fb9\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"289\"/><span>Author - SEC EDGAR Data</span></p><p>Using these figures, you can see how shares of the company are valued on a forward basis in the chart above. You can also see the valuation using results from 2023. I don&#39;t know about you, but I consider these to be incredibly high multiples. Now, to be fair, this is backed by rapid growth. But even if we assume that strong growth for the company will persist for the foreseeable future, this is a difficult valuation to get excited about.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6df0fa2788d80170db97d5fbb824a1f8\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"167\"/><span>Author - SEC EDGAR Data</span></p><p>In the table above, you can see what should happen if revenue and cash flows for the company grow at a 20% annualized rate from 2025 through 2027. You can see the trading multiples of the company in those cases. Even in 2027, shares do look very pricey. However, profits this year are expected to be about 53.3% above what they were last year. So a 20% annualized growth rate might not be aggressive enough to assume. In the first table below, I repeated this analysis using a 30% annualized growth rate. And in the table below that, I did the same thing with the assumption that revenue and cash flows grow at 40% per annum. I would argue that, under the most aggressive scenario, the stock finally becomes reasonably attractive in 2027. But that&#39;s banking a lot on future growth that might fail to impress.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ff279ba21adaf1ab7b80f731a9518fe\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"165\"/><span>Author - SEC EDGAR Data</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d5d1737383a68aabf7a786e3eb73a06\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"169\"/><span>Author - SEC EDGAR Data</span></p><p>One good thing about the company is that it does have plenty of fuel in the tank. Back in the first quarter of 2023, the company had no debt on its books, and it enjoyed $2.93 billion worth of cash and cash equivalents. This number expanded to $3.87 billion by the end of the first quarter of this year. And by the end of the second quarter, it had grown even more to just a hair under $4 billion. This does provide flexibility and safety for investors. It also provides the company capital, with which to grow. While this situation can probably justify a slight premium, the multiples that we are looking at now still look absurd.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18d9cd33e74f76d1842eb2bde0addcad\" alt=\"Author - SEC EDGAR Data\" title=\"Author - SEC EDGAR Data\" tg-width=\"640\" tg-height=\"297\"/><span>Author - SEC EDGAR Data</span></p><h2 id=\"id_1461090088\">Takeaway</h2><p>Truth be told, I&#39;m not ready to take a bearish stance on Palantir Technologies just yet. The company is a growth machine and its balance sheet is robust. However, even the healthiest companies can reach the point of being overvalued. I do think that shares are very lofty at this point in time. And I would argue that, if we continue to see the stock outperform the broader market, without some corresponding improvement in financial condition, it may not be long before a downgrade from a ‘hold’ to a ‘sell’ is warranted.</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>Palantir Technologies: Shares Are Nearing The Tipping Point</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\">\nPalantir Technologies: Shares Are Nearing The Tipping Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-18 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4715236-palantir-technologies-shares-are-nearing-the-tipping-point><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.The company's financial performance has been strong, with revenue and profits rising significantly.Despite...</p>\n\n<a href=\"https://seekingalpha.com/article/4715236-palantir-technologies-shares-are-nearing-the-tipping-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4715236-palantir-technologies-shares-are-nearing-the-tipping-point","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2460242748","content_text":"Palantir Technologies stock has surged 86.9% in the past year due to optimism about AI growth.The company's financial performance has been strong, with revenue and profits rising significantly.Despite impressive growth, its valuation remains high, potentially warranting a downgrade to 'sell' in the future.hapabapaOne of the most impressive stocks over the past year has been Palantir Technologies. From one year ago today through the present day, shares are up an amazing 86.9%. This move higher has been driven in large part by optimism regarding how the company will benefit from the AI boom. But with optimism comes a risk of overvaluation. You see, back in early May of this year, I wrote an article that took a neutral stance on the company. Over the span of four days around that time, the stock had dropped nearly 19% at its worst. This was in spite of the fact that the overall financial performance reported by the business for the first quarter of its 2024 fiscal year indicated that management was achieving attractive growth.I pointed out, in that article, that investors would likely be making a mistake by buying that plunge. And this was because of how expensive shares were. Much to my surprise, things have gone a lot better than anticipated. Shares are up 33.6% since then, at a time when the S&P 500 is up only 3%. As disappointing as this is to me, I do think that we are reaching the point where the stock might very well warrant a downgrade to something more bearish like a ‘sell’. Because of improved growth, particularly higher guidance for this year, I'm not pulling that trigger just yet. But it won't take much more to justify such a downgrade.Management has really surprisedAuthor - SEC EDGAR DataWhen I last wrote about Palantir Technologies earlier this year, we only had data covering through the first quarter of 2024. That data now extends through the second quarter of this year. By every measure that matters, management has done a fine job. Take revenue for starters. During the second quarter, revenue totaled $678.1 million. That's 34.3% above the $533.3 million the company reported just one year earlier. For much of its early history, Palantir Technologies built its business around government agencies. But over the past couple of years now, management has been emphasizing the potential role that the commercial side of the economy could play in pushing revenue and cash flows higher.Palantir TechnologiesDuring the second quarter, the company generated $307 million in revenue from commercial activities. That's 32.3% above the $232 million reported at the same time last year. In the US specifically, commercial revenue growth was an astounding 54.4%, growing from $103 million to $159 million. On the commercial side of things, the company finally hit 295 customers in the US during its most recent quarter. That's up from 262 in the first quarter of this year, and it dwarfs the 161 that the company had in the second quarter of 2023. Its total global commercial customer count hit an all-time high of 467 during the quarter. That's well above the 302 reported for the second quarter of 2023.Palantir TechnologiesThis is not to say that the company isn't continuing to grow on the government side as well. Government revenue in the second quarter of this year was $371 million. That happens to be 22.8% above the $302 million reported one year earlier. In the US, government revenue jumped 23.6% year over year, climbing from $225 million to $278 million. When you add on to this the commercial customers that the company has, its total customer count hit 593 in the most recent quarter. This stacks up nicely against the 554 reported in the first quarter and the 421 reported in the second quarter of 2023.Palantir TechnologiesDuring the second quarter alone, management closed 96 deals that were worth, individually, $1 million or more. 33 of these were worth at least $5 million. And 27 of them were worth $10 million or more. This is quite a haul. And, so long as nothing significantly negative comes out of the woodwork, it should translate to additional revenue growth for the foreseeable future. A lot of these contracts seem to be related to AI. In fact, during the second quarter, one of the contracts that it signed was a five year, $480 million deal, with the Chief Digital and Artificial Intelligence Office for the purpose of scaling AI and machine learning capabilities across the entire US Department of Defense.Palantir TechnologiesWith revenue climbing, profits and cash flows have followed suit. Net income skyrocketed from $28.1 million in the second quarter of 2023 to $134.1 million in the second quarter of this year. After making certain adjustments, net income nearly doubled from $119.5 million to $221.4 million. Operating cash flow expanded from $90.2 million to $144.2 million. On an adjusted basis, where we strip out changes in working capital, we get an increase from $141.2 million to $284.3 million. And finally, EBITDA for the business expanded from $143.4 million to $261.6 million.Author - SEC EDGAR DataIn the chart above, you can see financial results for the first half of 2024 compared to the first half of 2023. Clearly, things are going quite well for the company, with revenue, profits, and cash flows, all rising significantly on a year-over-year basis. In fact, things are going so well that management decided to increase guidance for the year. Previous guidance had called for revenue of between $2.677 billion and $2.689 billion. But now, that number has been pushed up to between $2.742 billion and $2.750 billion. At the midpoint, that's an increase of about $63 million.On the bottom line, management now anticipates adjusted income from operations of between $966 million and $974 million. The prior expected range was between $868 million and $880 million. At the midpoint, that's an improvement of about $96 million, or 11%. If we assume that other profitability metrics will rise at the same rate, then we would get adjusted operating cash flow of $1.08 billion and EBITDA of $1.02 billion. These would be quite a bit higher than the $705.9 million and $666.1 million, respectively, generated in 2023.Author - SEC EDGAR DataUsing these figures, you can see how shares of the company are valued on a forward basis in the chart above. You can also see the valuation using results from 2023. I don't know about you, but I consider these to be incredibly high multiples. Now, to be fair, this is backed by rapid growth. But even if we assume that strong growth for the company will persist for the foreseeable future, this is a difficult valuation to get excited about.Author - SEC EDGAR DataIn the table above, you can see what should happen if revenue and cash flows for the company grow at a 20% annualized rate from 2025 through 2027. You can see the trading multiples of the company in those cases. Even in 2027, shares do look very pricey. However, profits this year are expected to be about 53.3% above what they were last year. So a 20% annualized growth rate might not be aggressive enough to assume. In the first table below, I repeated this analysis using a 30% annualized growth rate. And in the table below that, I did the same thing with the assumption that revenue and cash flows grow at 40% per annum. I would argue that, under the most aggressive scenario, the stock finally becomes reasonably attractive in 2027. But that's banking a lot on future growth that might fail to impress.Author - SEC EDGAR DataAuthor - SEC EDGAR DataOne good thing about the company is that it does have plenty of fuel in the tank. Back in the first quarter of 2023, the company had no debt on its books, and it enjoyed $2.93 billion worth of cash and cash equivalents. This number expanded to $3.87 billion by the end of the first quarter of this year. And by the end of the second quarter, it had grown even more to just a hair under $4 billion. This does provide flexibility and safety for investors. It also provides the company capital, with which to grow. While this situation can probably justify a slight premium, the multiples that we are looking at now still look absurd.Author - SEC EDGAR DataTakeawayTruth be told, I'm not ready to take a bearish stance on Palantir Technologies just yet. The company is a growth machine and its balance sheet is robust. However, even the healthiest companies can reach the point of being overvalued. I do think that shares are very lofty at this point in time. And I would argue that, if we continue to see the stock outperform the broader market, without some corresponding improvement in financial condition, it may not be long before a downgrade from a ‘hold’ to a ‘sell’ is warranted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346802582372632,"gmtCreate":1725697929338,"gmtModify":1725699607301,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Everything is on sale !!!!&nbsp;","listText":"Everything is on sale !!!!&nbsp;","text":"Everything is on sale !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346802582372632","repostId":"2465261146","repostType":2,"repost":{"id":"2465261146","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725674400,"share":"https://ttm.financial/m/news/2465261146?lang=&edition=fundamental","pubTime":"2024-09-07 10:00","market":"us","language":"en","title":"Nvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2465261146","media":"Dow Jones","summary":"Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”“The key fundamental recovery catalyst will likely be supply-chain data points over the nextseveralweeks, confirming thereadinessof new Blackwell product shipments,” he wrote.","content":"<html><head></head><body><p>That’s a record weekly loss for any U.S. company — and more than the combined value of AMD and Qualcomm</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2061d7abeb7fb1bb4b16de895b3b9651\" alt=\"Nvidia’s stock has had to weather stormy conditions lately.\" title=\"Nvidia’s stock has had to weather stormy conditions lately.\" tg-width=\"923\" tg-height=\"636\"/><span>Nvidia’s stock has had to weather stormy conditions lately.</span></p><p>Nvidia Corp.’s stock continued to bleed in the aftermath of last week’s earnings report.</p><p style=\"text-align: start;\">The stock has fallen in four of the six sessions since that report, and it saw especially heavy pressure this week — so much so that it delivered its worst weekly performance in two years, according to Dow Jones Market Data. Nvidia shares lost 13.9% this week; they fell 16.1% in the week ended Sept. 2, 2022.</p><p>In all, Nvidia erased $406 billion from its market value on the week, the most for any U.S. company on record, and more than the combined market capitalizations of Advanced Micro Devices Inc. and Qualcomm Inc. Nvidia now has a roughly $2.5 trillion market cap.</p><p>Nvidia’s earnings last week revealed a few items that the market could still be digesting. For one, the company posted a smaller beat than usual, raising questions about how long Nvidia will be able to deliver the sort of eye-popping performance that turned it into a Wall Street darling over the past two years. There are also concerns about margin trends in the near future.</p><p>Plus, there are broader market pressures, with the S&amp;P 500 seeing its worst week since March 10, 2023. And the semiconductor sector in general is seeing weakness: Another chip giant that’s a play on artificial intelligence, Broadcom Inc., posted better-than-expected overall results on Thursday but came up short in its semiconductor division.</p><p>So what’s next for Nvidia shares? Mizuho desk-based analyst Jordan Klein wrote Friday that the stock “is not ripping back to $130+ in coming weeks.” It closed Friday at just south of $103.</p><p style=\"text-align: start;\">The sector on the whole seems “stuck in the mud at best right now outside of a slew of better ‘soft landing’ macro data points over next few weeks,” according to Klein. His note, put out before Friday’s open, predicted that chip stocks would move lower before they moved higher in the short run.</p><p style=\"text-align: start;\">The PHLX Semiconductor Index (SOX) ended down 4.5% on Friday.</p><p>“No reason to panic and dump semis, but see no reason to rush to add on weakness either,” Klein wrote.</p><p style=\"text-align: start;\">BofA’s Vivek Arya flagged “several headwinds” for Nvidia in a Thursday morning note, though he stayed bullish on shares overall, with a $165 price objective.</p><p style=\"text-align: start;\">Among the issues? Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.</p><p style=\"text-align: start;\">But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”</p><p style=\"text-align: start;\">“The key fundamental recovery catalyst will likely be supply-chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments,” he wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shed $406 Billion in Market Cap This Week. What’s Next for the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-07 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>That’s a record weekly loss for any U.S. company — and more than the combined value of AMD and Qualcomm</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2061d7abeb7fb1bb4b16de895b3b9651\" alt=\"Nvidia’s stock has had to weather stormy conditions lately.\" title=\"Nvidia’s stock has had to weather stormy conditions lately.\" tg-width=\"923\" tg-height=\"636\"/><span>Nvidia’s stock has had to weather stormy conditions lately.</span></p><p>Nvidia Corp.’s stock continued to bleed in the aftermath of last week’s earnings report.</p><p style=\"text-align: start;\">The stock has fallen in four of the six sessions since that report, and it saw especially heavy pressure this week — so much so that it delivered its worst weekly performance in two years, according to Dow Jones Market Data. Nvidia shares lost 13.9% this week; they fell 16.1% in the week ended Sept. 2, 2022.</p><p>In all, Nvidia erased $406 billion from its market value on the week, the most for any U.S. company on record, and more than the combined market capitalizations of Advanced Micro Devices Inc. and Qualcomm Inc. Nvidia now has a roughly $2.5 trillion market cap.</p><p>Nvidia’s earnings last week revealed a few items that the market could still be digesting. For one, the company posted a smaller beat than usual, raising questions about how long Nvidia will be able to deliver the sort of eye-popping performance that turned it into a Wall Street darling over the past two years. There are also concerns about margin trends in the near future.</p><p>Plus, there are broader market pressures, with the S&amp;P 500 seeing its worst week since March 10, 2023. And the semiconductor sector in general is seeing weakness: Another chip giant that’s a play on artificial intelligence, Broadcom Inc., posted better-than-expected overall results on Thursday but came up short in its semiconductor division.</p><p>So what’s next for Nvidia shares? Mizuho desk-based analyst Jordan Klein wrote Friday that the stock “is not ripping back to $130+ in coming weeks.” It closed Friday at just south of $103.</p><p style=\"text-align: start;\">The sector on the whole seems “stuck in the mud at best right now outside of a slew of better ‘soft landing’ macro data points over next few weeks,” according to Klein. His note, put out before Friday’s open, predicted that chip stocks would move lower before they moved higher in the short run.</p><p style=\"text-align: start;\">The PHLX Semiconductor Index (SOX) ended down 4.5% on Friday.</p><p>“No reason to panic and dump semis, but see no reason to rush to add on weakness either,” Klein wrote.</p><p style=\"text-align: start;\">BofA’s Vivek Arya flagged “several headwinds” for Nvidia in a Thursday morning note, though he stayed bullish on shares overall, with a $165 price objective.</p><p style=\"text-align: start;\">Among the issues? Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.</p><p style=\"text-align: start;\">But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”</p><p style=\"text-align: start;\">“The key fundamental recovery catalyst will likely be supply-chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments,” he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","2NVD.UK":"2X NVIDIA ETP","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","NVDA":"英伟达","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","3NVD.UK":"LS 3X NVIDIA","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4581":"高盛持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465261146","content_text":"That’s a record weekly loss for any U.S. company — and more than the combined value of AMD and QualcommNvidia’s stock has had to weather stormy conditions lately.Nvidia Corp.’s stock continued to bleed in the aftermath of last week’s earnings report.The stock has fallen in four of the six sessions since that report, and it saw especially heavy pressure this week — so much so that it delivered its worst weekly performance in two years, according to Dow Jones Market Data. Nvidia shares lost 13.9% this week; they fell 16.1% in the week ended Sept. 2, 2022.In all, Nvidia erased $406 billion from its market value on the week, the most for any U.S. company on record, and more than the combined market capitalizations of Advanced Micro Devices Inc. and Qualcomm Inc. Nvidia now has a roughly $2.5 trillion market cap.Nvidia’s earnings last week revealed a few items that the market could still be digesting. For one, the company posted a smaller beat than usual, raising questions about how long Nvidia will be able to deliver the sort of eye-popping performance that turned it into a Wall Street darling over the past two years. There are also concerns about margin trends in the near future.Plus, there are broader market pressures, with the S&P 500 seeing its worst week since March 10, 2023. And the semiconductor sector in general is seeing weakness: Another chip giant that’s a play on artificial intelligence, Broadcom Inc., posted better-than-expected overall results on Thursday but came up short in its semiconductor division.So what’s next for Nvidia shares? Mizuho desk-based analyst Jordan Klein wrote Friday that the stock “is not ripping back to $130+ in coming weeks.” It closed Friday at just south of $103.The sector on the whole seems “stuck in the mud at best right now outside of a slew of better ‘soft landing’ macro data points over next few weeks,” according to Klein. His note, put out before Friday’s open, predicted that chip stocks would move lower before they moved higher in the short run.The PHLX Semiconductor Index (SOX) ended down 4.5% on Friday.“No reason to panic and dump semis, but see no reason to rush to add on weakness either,” Klein wrote.BofA’s Vivek Arya flagged “several headwinds” for Nvidia in a Thursday morning note, though he stayed bullish on shares overall, with a $165 price objective.Among the issues? Potential regulatory pressure and market volatility, as well as continued questions about whether AI monetization is living up to expectations.But Arya thinks Nvidia shares boast “compelling growth at [a] compelling valuation.”“The key fundamental recovery catalyst will likely be supply-chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346207427879200,"gmtCreate":1725560562308,"gmtModify":1725624157306,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now&nbsp;","listText":"There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now&nbsp;","text":"There was no subpoena - Bloomberg should have checked their facts or be sued for creating a price drop - like some dodgy trader had shorted the stock to make money etc - but please get facts right - you put so much work into this article and yet repeated a rumour as a fact - it was a civil request for information - which I'm sure you know by now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346207427879200","repostId":"2465550301","repostType":2,"repost":{"id":"2465550301","pubTimestamp":1725549910,"share":"https://ttm.financial/m/news/2465550301?lang=&edition=fundamental","pubTime":"2024-09-05 23:25","market":"hk","language":"en","title":"Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2465550301","media":"seekingalpha","summary":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.</p></li><li><p>Despite a slight margin dip, Nvidia&#39;s revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.</p></li><li><p>Nvidia&#39;s future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" tg-width=\"750\" tg-height=\"500\"/></p><p>BING-JHEN HONG</p><p></p><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn&#39;t actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dfa44878b4cfc55d436e39dedc047a9\" tg-width=\"1280\" tg-height=\"440\"/></p><p>Source: Finviz</p><p></p><h2 id=\"id_2974629315\">Big Beats</h2><p>Nvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.</p><p>The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f37a4533f801542c20c991c2a1518bfd\" tg-width=\"640\" tg-height=\"651\"/></p><p>Source: Twitter/X</p><p></p><p>Either way, the justification for selling off Nvidia doesn&#39;t add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.</p><p>Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.</p><p>The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6cf7eaa1add49d04984989048c3bf\" tg-width=\"640\" tg-height=\"465\"/></p><p>Source: Seeking Alpha</p><p></p><p>Clearly, the revenue numbers for Nvidia remain strong.</p><h3 id=\"id_3184166848\">No Competitive Threat</h3><p>A primary reason to turn more bullish on Nvidia in the short term is that <strong>Advanced Micro Devices, Inc.</strong> (AMD) has been unable to ramp up AI GPU sales and <strong>Intel Corporation</strong> (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.</p><p>AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/751595672293a25616076012784d92e0\" tg-width=\"959\" tg-height=\"591\"/></p><p>Source: I/O Fund</p><p></p><p>Analysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.</p><p>Without any major threat, the Blackwell delay won&#39;t impact Nvidia to a great extent. On the FQ2 &#39;25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:</p><blockquote><p>Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year &#39;26.</p><p>In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.</p></blockquote><p>Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.</p><p>Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn&#39;t seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.</p><p>Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.</p><p>Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.</p><p>Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/874e837231d8ec0e72c8e60d88aa204d\" tg-width=\"640\" tg-height=\"249\"/></p><p>Source: Stone Fox Capital</p><p></p><p>Even the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.</p><p>As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.</p><h3 id=\"id_3318921105\">DoJ Case</h3><p>Based on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.</p><p>From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.</p><p>Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn&#39;t appear to have a case. AMD hasn&#39;t openly complained about such a scenario.</p><p>Nvidia apparently e-mailed <em>Bloomberg</em> the following statement, suggesting the company wins orders based on merit:</p><blockquote><p>Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.</p></blockquote><p>Investors can&#39;t know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. <strong>Alphabet Inc.</strong> (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don&#39;t foresee a remedy for possibly years. Ironically, Google didn&#39;t lose the trial over search default deals until AI became a threat to the search business.</p><p>In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.</p><p>Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.</p><h2 id=\"id_1832331817\">Takeaway</h2><p>The key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Margin Reckoning Is Years Away (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,...</p>\n\n<a href=\"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465550301","content_text":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip, Nvidia's revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.Nvidia's future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.BING-JHEN HONGNVIDIA Corporation (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn't actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.Source: FinvizBig BeatsNvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:Source: Twitter/XEither way, the justification for selling off Nvidia doesn't add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.Source: Seeking AlphaClearly, the revenue numbers for Nvidia remain strong.No Competitive ThreatA primary reason to turn more bullish on Nvidia in the short term is that Advanced Micro Devices, Inc. (AMD) has been unable to ramp up AI GPU sales and Intel Corporation (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.Source: I/O FundAnalysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.Without any major threat, the Blackwell delay won't impact Nvidia to a great extent. On the FQ2 '25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year '26.In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn't seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.Source: Stone Fox CapitalEven the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.DoJ CaseBased on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn't appear to have a case. AMD hasn't openly complained about such a scenario.Nvidia apparently e-mailed Bloomberg the following statement, suggesting the company wins orders based on merit:Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.Investors can't know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. Alphabet Inc. (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don't foresee a remedy for possibly years. Ironically, Google didn't lose the trial over search default deals until AI became a threat to the search business.In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.TakeawayThe key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366674701222120,"gmtCreate":1730528608381,"gmtModify":1730528612595,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just bought hundreds of nvda bc i love them This is music to my ears","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I just bought hundreds of nvda bc i love them This is music to my ears","text":"$NVIDIA Corp(NVDA)$ I just bought hundreds of nvda bc i love them This is music to my ears","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366674701222120","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366669928779960,"gmtCreate":1730527436898,"gmtModify":1730703880787,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it","listText":"It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it","text":"It astounds me that people think it’s about money The white men who think they want Trump bc of their own potential financial gains Obv haven’t looked at how the GOP always effs up the economy But since they chose to overlook the women dying from miscarriages Or the fact that the head of ICE has Trump bragging he will use him to mass deport anyone brown Citizen or not Anyone who supports Trump is showing that they don’t care about corruption or racism It amazes me that they publicly admit it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366669928779960","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364504873947384,"gmtCreate":1730000782744,"gmtModify":1730000786431,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364504873947384","repostId":"2478598940","repostType":2,"repost":{"id":"2478598940","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730000047,"share":"https://ttm.financial/m/news/2478598940?lang=&edition=fundamental","pubTime":"2024-10-27 11:34","market":"fut","language":"en","title":"Wall Street Is Going All-in on Election Betting Markets. What You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2478598940","media":"Dow Jones","summary":"'Jury is out' on whether betting markets are a better guide to election outcomes than poll-based models: researcher. Political betting markets aren't new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.\"I would say the jury is still out\" when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.Contrast that with the site's average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.","content":"<html><head></head><body><p>&#39;Jury is out&#39; on whether betting markets are a better guide to election outcomes than poll-based models: researcher.</p><p>Political betting markets aren&#39;t new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.</p><p>Those platforms show an increasing probability of a victory by Donald Trump, the Republican nominee and former president, over Vice President Kamala Harris, the Democratic nominee. Investors have reacted accordingly, analysts said, with the data helping to drive bets on the stock market and sectors, while adding fuel to a bond-market selloff that&#39;s seen Treasury yields jump in October. Shifting probabilities have also been cited as a factor in the U.S. dollar&#39;s October rally.</p><p>Is that the smart thing for investors to do?</p><p>It&#39;s too soon to tell, though the 2024 election will offer an important test not only of how well betting markets perform relative to polls but also against each other, said Rajiv Sethi, an economics professor at Barnard College who has closely tracked the markets.</p><p>Sethi and fellow researchers used a &#34;profitability test&#34; to see how a hypothetical traders would have fared around the 2020 presidential election and the 2022 midterm congressional elections if they made trading decisions based on polling-based election models or a prediction market.</p><p>The results showed the virtual trader came out slightly ahead by trading according to the betting markets, but it was close, coming down to the outcomes in three tightly contested states, he said.</p><p>&#34;I would say the jury is still out&#34; when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.</p><p>While polls have shown a recent increase in support for Donald Trump over Vice President Kamala Harris, national and crucial battleground-state surveys remain largely on a knife-edge. Betting markets, in contrast, have shown participants growing increasingly confident of a Trump victory alongside a rising probability of a Republican sweep of both the House and Senate.</p><p>On the eight platforms tracked by RealClearPolitics Trump&#39;s probability of victory ranged from 57% on Smarket to 62% on Polymarket. In late September, Harris had a solid lead on most markets.</p><p>Contrast that with the site&#39;s average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.</p><p>Meanwhile, controversy has surrounded Polymarket, a crypto-based betting market closed to U.S.-based investors, which shows Trump with a 62% probability of victory. On Thursday, Polymarket acknowledged what many had suspected, that a single bettor was responsible for a number of very large wagers on a Trump victory. Polymarket said the trader was a French national making bets based on personal belief and that the platform had found no signs of manipulation.</p><p>Prediction-market startup Kalshi and popular investing platform Interactive Brokers <a href=\"https://laohu8.com/S/IBKR\">$(IBKR)$</a> allow U.S. investors to place bets in prediction markets. A court ruling in September cleared the way.</p><p>Skeptics have argued that betting-market participants are often overwhelmingly male, Republican-leaning or, in the case of Polymarket and some other platforms, not even U.S. residents, and so don&#39;t reflect the broader electorate, meaning the signal should be viewed with suspicion. On the opposite side, some proponents argue that markets are clearly superior, reacting more quickly to developments than polls while providing a clear-eyed, unemotional assessment of the state of the race in the pure pursuit of profit.</p><p>Neither argument holds up well, Sethi said. Meanwhile, the 2024 election will provide some insights into what sort of market structure works best. Individual markets operate by different rules. Predictit, for example, limits individual traders to $850 wagers on any question, perhaps making it less prone to accusations of individual traders attempting to manipulate the market.</p><p>Frustrated poll watchers have learned to rely more on averages of surveys, such as those compiled by RealClearPolitics, the Economist and 538, in hopes that the collective weight will help cancel out biases and other distortions in individual polls.</p><p>Sethi cautions against using the same approach when it comes to betting markets.</p><p>While results from one poll won&#39;t influence another survey, betting markets offer traders the opportunity to arbitrage anomalies away. For example, a trader could buy a cheaper Harris contract on one exchange and sell a more expensive Harris contract on another. As a result, when one market moves sharply, it tends to pull the other markets along with it. As a result, markets &#34;are somewhat aggregating each other,&#34; he said.</p><p>Betting on elections and other events is an age-old past time. U.S. elections have long been a popular wagering topic overseas. The Iowa Electronic Markets, an academic platform, opened in 1988.</p><p>In a 2008 paper, economists Paul W. Rhode of the University of Arizona and Koleman Strumpf of the University of Kansas noted that political betting markets were a feature of U.S. presidential elections from just after the Civil War until the 1940s.</p><p>Meanwhile, some analysts caution that the influence of the betting markets on asset prices may be overstated.</p><p>Tom Essaye, founder of Sevens Report Research, argued in a note earlier this week that it made little sense to tie the bulk of an October run-up in Treasury yields to concerns a Trump presidency would lead to a relatively larger fiscal deficit than a Harris presidency.</p><p>While Trump&#39;s plans are seen increasing the government&#39;s deficit, both candidates are seen significantly adding to the nation&#39;s debt load if their policy proposals are implemented.</p><p>&#34;My point here is that neither candidate has a plan to address the deficit so while Trump could be worse for the deficit, it&#39;s unclear why the bond market would suddenly care so much about his deficit but not Harris&#39;s,&#34; he wrote.</p><p>Instead, it&#39;s much more likely the 10-year yield BX:TMUBMUSD10Y has risen from around 3.6% in mid-September to over 4.2% because economic growth and inflation have been stronger than expected, Essaye argued.</p><p>The S&amp;P 500 SPX and Dow Jones Industrial Average DJIA snapped a streak of six straight weekly gains on Friday, though the Nasdaq Composite COMP managed a seventh straight weekly rise. Stocks have largely defied pre-election seasonality.</p><p>Long-term investors will and probably should look past near-term election noise, analysts say. As far as the signal from the betting markets, investors can take their choice.</p><p>As MarketWatch reported earlier this week, Fundstrat&#39;s Tom Lee argued in a note that the important thing is that &#34;it seems like the betting market movements are impacting equity markets. And in this sense, it probably makes sense for investors to pay heed on this.&#34;</p><p>It&#39;s possible that betting markets are biased, he acknowledged. &#34;This could be true, and as such, if one believes this is the case, then one can simply bet the opposite whether in equity markets, or on the betting markets themselves,&#34; he said.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Is Going All-in on Election Betting Markets. What You Need to Know</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\">\nWall Street Is Going All-in on Election Betting Markets. What You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-27 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;Jury is out&#39; on whether betting markets are a better guide to election outcomes than poll-based models: researcher.</p><p>Political betting markets aren&#39;t new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.</p><p>Those platforms show an increasing probability of a victory by Donald Trump, the Republican nominee and former president, over Vice President Kamala Harris, the Democratic nominee. Investors have reacted accordingly, analysts said, with the data helping to drive bets on the stock market and sectors, while adding fuel to a bond-market selloff that&#39;s seen Treasury yields jump in October. Shifting probabilities have also been cited as a factor in the U.S. dollar&#39;s October rally.</p><p>Is that the smart thing for investors to do?</p><p>It&#39;s too soon to tell, though the 2024 election will offer an important test not only of how well betting markets perform relative to polls but also against each other, said Rajiv Sethi, an economics professor at Barnard College who has closely tracked the markets.</p><p>Sethi and fellow researchers used a &#34;profitability test&#34; to see how a hypothetical traders would have fared around the 2020 presidential election and the 2022 midterm congressional elections if they made trading decisions based on polling-based election models or a prediction market.</p><p>The results showed the virtual trader came out slightly ahead by trading according to the betting markets, but it was close, coming down to the outcomes in three tightly contested states, he said.</p><p>&#34;I would say the jury is still out&#34; when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.</p><p>While polls have shown a recent increase in support for Donald Trump over Vice President Kamala Harris, national and crucial battleground-state surveys remain largely on a knife-edge. Betting markets, in contrast, have shown participants growing increasingly confident of a Trump victory alongside a rising probability of a Republican sweep of both the House and Senate.</p><p>On the eight platforms tracked by RealClearPolitics Trump&#39;s probability of victory ranged from 57% on Smarket to 62% on Polymarket. In late September, Harris had a solid lead on most markets.</p><p>Contrast that with the site&#39;s average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.</p><p>Meanwhile, controversy has surrounded Polymarket, a crypto-based betting market closed to U.S.-based investors, which shows Trump with a 62% probability of victory. On Thursday, Polymarket acknowledged what many had suspected, that a single bettor was responsible for a number of very large wagers on a Trump victory. Polymarket said the trader was a French national making bets based on personal belief and that the platform had found no signs of manipulation.</p><p>Prediction-market startup Kalshi and popular investing platform Interactive Brokers <a href=\"https://laohu8.com/S/IBKR\">$(IBKR)$</a> allow U.S. investors to place bets in prediction markets. A court ruling in September cleared the way.</p><p>Skeptics have argued that betting-market participants are often overwhelmingly male, Republican-leaning or, in the case of Polymarket and some other platforms, not even U.S. residents, and so don&#39;t reflect the broader electorate, meaning the signal should be viewed with suspicion. On the opposite side, some proponents argue that markets are clearly superior, reacting more quickly to developments than polls while providing a clear-eyed, unemotional assessment of the state of the race in the pure pursuit of profit.</p><p>Neither argument holds up well, Sethi said. Meanwhile, the 2024 election will provide some insights into what sort of market structure works best. Individual markets operate by different rules. Predictit, for example, limits individual traders to $850 wagers on any question, perhaps making it less prone to accusations of individual traders attempting to manipulate the market.</p><p>Frustrated poll watchers have learned to rely more on averages of surveys, such as those compiled by RealClearPolitics, the Economist and 538, in hopes that the collective weight will help cancel out biases and other distortions in individual polls.</p><p>Sethi cautions against using the same approach when it comes to betting markets.</p><p>While results from one poll won&#39;t influence another survey, betting markets offer traders the opportunity to arbitrage anomalies away. For example, a trader could buy a cheaper Harris contract on one exchange and sell a more expensive Harris contract on another. As a result, when one market moves sharply, it tends to pull the other markets along with it. As a result, markets &#34;are somewhat aggregating each other,&#34; he said.</p><p>Betting on elections and other events is an age-old past time. U.S. elections have long been a popular wagering topic overseas. The Iowa Electronic Markets, an academic platform, opened in 1988.</p><p>In a 2008 paper, economists Paul W. Rhode of the University of Arizona and Koleman Strumpf of the University of Kansas noted that political betting markets were a feature of U.S. presidential elections from just after the Civil War until the 1940s.</p><p>Meanwhile, some analysts caution that the influence of the betting markets on asset prices may be overstated.</p><p>Tom Essaye, founder of Sevens Report Research, argued in a note earlier this week that it made little sense to tie the bulk of an October run-up in Treasury yields to concerns a Trump presidency would lead to a relatively larger fiscal deficit than a Harris presidency.</p><p>While Trump&#39;s plans are seen increasing the government&#39;s deficit, both candidates are seen significantly adding to the nation&#39;s debt load if their policy proposals are implemented.</p><p>&#34;My point here is that neither candidate has a plan to address the deficit so while Trump could be worse for the deficit, it&#39;s unclear why the bond market would suddenly care so much about his deficit but not Harris&#39;s,&#34; he wrote.</p><p>Instead, it&#39;s much more likely the 10-year yield BX:TMUBMUSD10Y has risen from around 3.6% in mid-September to over 4.2% because economic growth and inflation have been stronger than expected, Essaye argued.</p><p>The S&amp;P 500 SPX and Dow Jones Industrial Average DJIA snapped a streak of six straight weekly gains on Friday, though the Nasdaq Composite COMP managed a seventh straight weekly rise. Stocks have largely defied pre-election seasonality.</p><p>Long-term investors will and probably should look past near-term election noise, analysts say. As far as the signal from the betting markets, investors can take their choice.</p><p>As MarketWatch reported earlier this week, Fundstrat&#39;s Tom Lee argued in a note that the important thing is that &#34;it seems like the betting market movements are impacting equity markets. And in this sense, it probably makes sense for investors to pay heed on this.&#34;</p><p>It&#39;s possible that betting markets are biased, he acknowledged. &#34;This could be true, and as such, if one believes this is the case, then one can simply bet the opposite whether in equity markets, or on the betting markets themselves,&#34; he said.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0971096721.USD":"富达环球金融服务 A","QQQ":"纳指100ETF","BK4588":"碎股","BK4127":"投资银行业与经纪业",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478598940","content_text":"'Jury is out' on whether betting markets are a better guide to election outcomes than poll-based models: researcher.Political betting markets aren't new, but a too-close-to-call, high-stakes presidential election and wariness over traditional polling has led Wall Street investors to look to the shifting probabilities offered by wagering platforms for guidance.Those platforms show an increasing probability of a victory by Donald Trump, the Republican nominee and former president, over Vice President Kamala Harris, the Democratic nominee. Investors have reacted accordingly, analysts said, with the data helping to drive bets on the stock market and sectors, while adding fuel to a bond-market selloff that's seen Treasury yields jump in October. Shifting probabilities have also been cited as a factor in the U.S. dollar's October rally.Is that the smart thing for investors to do?It's too soon to tell, though the 2024 election will offer an important test not only of how well betting markets perform relative to polls but also against each other, said Rajiv Sethi, an economics professor at Barnard College who has closely tracked the markets.Sethi and fellow researchers used a \"profitability test\" to see how a hypothetical traders would have fared around the 2020 presidential election and the 2022 midterm congressional elections if they made trading decisions based on polling-based election models or a prediction market.The results showed the virtual trader came out slightly ahead by trading according to the betting markets, but it was close, coming down to the outcomes in three tightly contested states, he said.\"I would say the jury is still out\" when it comes to whether betting markets are a better guide than polling-based models, Sethi told MarketWatch, in a phone interview.While polls have shown a recent increase in support for Donald Trump over Vice President Kamala Harris, national and crucial battleground-state surveys remain largely on a knife-edge. Betting markets, in contrast, have shown participants growing increasingly confident of a Trump victory alongside a rising probability of a Republican sweep of both the House and Senate.On the eight platforms tracked by RealClearPolitics Trump's probability of victory ranged from 57% on Smarket to 62% on Polymarket. In late September, Harris had a solid lead on most markets.Contrast that with the site's average of national polls, which showed a tie with Trump and Harris at 48.4% each. A polling-based election model produced by website 538 also showed a close race; run the model 100 times and Trump wins 53 times, while Harris wins 47 times.Meanwhile, controversy has surrounded Polymarket, a crypto-based betting market closed to U.S.-based investors, which shows Trump with a 62% probability of victory. On Thursday, Polymarket acknowledged what many had suspected, that a single bettor was responsible for a number of very large wagers on a Trump victory. Polymarket said the trader was a French national making bets based on personal belief and that the platform had found no signs of manipulation.Prediction-market startup Kalshi and popular investing platform Interactive Brokers $(IBKR)$ allow U.S. investors to place bets in prediction markets. A court ruling in September cleared the way.Skeptics have argued that betting-market participants are often overwhelmingly male, Republican-leaning or, in the case of Polymarket and some other platforms, not even U.S. residents, and so don't reflect the broader electorate, meaning the signal should be viewed with suspicion. On the opposite side, some proponents argue that markets are clearly superior, reacting more quickly to developments than polls while providing a clear-eyed, unemotional assessment of the state of the race in the pure pursuit of profit.Neither argument holds up well, Sethi said. Meanwhile, the 2024 election will provide some insights into what sort of market structure works best. Individual markets operate by different rules. Predictit, for example, limits individual traders to $850 wagers on any question, perhaps making it less prone to accusations of individual traders attempting to manipulate the market.Frustrated poll watchers have learned to rely more on averages of surveys, such as those compiled by RealClearPolitics, the Economist and 538, in hopes that the collective weight will help cancel out biases and other distortions in individual polls.Sethi cautions against using the same approach when it comes to betting markets.While results from one poll won't influence another survey, betting markets offer traders the opportunity to arbitrage anomalies away. For example, a trader could buy a cheaper Harris contract on one exchange and sell a more expensive Harris contract on another. As a result, when one market moves sharply, it tends to pull the other markets along with it. As a result, markets \"are somewhat aggregating each other,\" he said.Betting on elections and other events is an age-old past time. U.S. elections have long been a popular wagering topic overseas. The Iowa Electronic Markets, an academic platform, opened in 1988.In a 2008 paper, economists Paul W. Rhode of the University of Arizona and Koleman Strumpf of the University of Kansas noted that political betting markets were a feature of U.S. presidential elections from just after the Civil War until the 1940s.Meanwhile, some analysts caution that the influence of the betting markets on asset prices may be overstated.Tom Essaye, founder of Sevens Report Research, argued in a note earlier this week that it made little sense to tie the bulk of an October run-up in Treasury yields to concerns a Trump presidency would lead to a relatively larger fiscal deficit than a Harris presidency.While Trump's plans are seen increasing the government's deficit, both candidates are seen significantly adding to the nation's debt load if their policy proposals are implemented.\"My point here is that neither candidate has a plan to address the deficit so while Trump could be worse for the deficit, it's unclear why the bond market would suddenly care so much about his deficit but not Harris's,\" he wrote.Instead, it's much more likely the 10-year yield BX:TMUBMUSD10Y has risen from around 3.6% in mid-September to over 4.2% because economic growth and inflation have been stronger than expected, Essaye argued.The S&P 500 SPX and Dow Jones Industrial Average DJIA snapped a streak of six straight weekly gains on Friday, though the Nasdaq Composite COMP managed a seventh straight weekly rise. Stocks have largely defied pre-election seasonality.Long-term investors will and probably should look past near-term election noise, analysts say. As far as the signal from the betting markets, investors can take their choice.As MarketWatch reported earlier this week, Fundstrat's Tom Lee argued in a note that the important thing is that \"it seems like the betting market movements are impacting equity markets. And in this sense, it probably makes sense for investors to pay heed on this.\"It's possible that betting markets are biased, he acknowledged. \"This could be true, and as such, if one believes this is the case, then one can simply bet the opposite whether in equity markets, or on the betting markets themselves,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355248406491200,"gmtCreate":1727740041334,"gmtModify":1727740045127,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"A few funds issues \"buy\" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up&nbsp;","listText":"A few funds issues \"buy\" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up&nbsp;","text":"A few funds issues \"buy\" recom to clients and apple pay is doing deals with lots of new vendors - I'm guessing that's why it's up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355248406491200","repostId":"2472581365","repostType":2,"repost":{"id":"2472581365","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727739247,"share":"https://ttm.financial/m/news/2472581365?lang=&edition=fundamental","pubTime":"2024-10-01 07:34","market":"sg","language":"en","title":"Apple Stock Is Back Near Record High. New Phone Demand May Be a Factor","url":"https://stock-news.laohu8.com/highlight/detail?id=2472581365","media":"Dow Jones","summary":"Shares of Apple, currently the most valuable company in the world, closed just shy of their all-time high on Monday.Apple's stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&P 500's 20% rise.It wasn't immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for  some models of the  iPhone 16, which was announced Sept. 9.\"While this doesn't change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,\" the report noted. The analysts rate Apple as Overweight and a top pick.","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, currently the most valuable company in the world, closed just shy of their all-time high on Monday.</p><p>Apple&#39;s stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&amp;P 500&#39;s 20% rise.</p><p>It wasn&#39;t immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for some models of the iPhone 16, which was announced Sept. 9.</p><p>&#34;While this doesn&#39;t change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,&#34; the report noted. The analysts rate Apple as Overweight and a top pick.</p><p>A separate report from J.P. Morgan analysts also noted stabilizing lead times for the higher-end Pro models, &#34;highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer.&#34;</p><p>Apple Intelligence is Apple&#39;s play on the words &#34;artificial intelligence&#34; (get it?) and will start rolling out in October with iOS 18.1, according to Apple. The generative AI software will summarize emails and create original images and customized movies, among other features.</p><p>Analysts have been fretting over demand for the new phones, which feature a new camera button on the side and better battery life, since they started shipping earlier this month. Longer lead times, while an imperfect measure, are generally seen as signs of stronger demand.</p><p>The Morgan Stanley analysts noted the slightly longer lead time by two to three days during the past week &#34;more closely resembles the trajectory of the better-performing iPhone 12 and 13 Pro/Pro Max models, rather than the iPhone 14 and 15 Pro/Pro Max models, which saw contracting lead times at this point in the cycle.&#34;</p><p>Analysts are generally bullish on the stock, with 32 of the 48 whose ratings are tracked by FactSet giving it either a Buy or Overweight rating as of Sept. 24.</p><p>Apple is currently worth $3.5 trillion.</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>Apple Stock Is Back Near Record High. New Phone Demand May Be a Factor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Back Near Record High. New Phone Demand May Be a Factor\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-01 07:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, currently the most valuable company in the world, closed just shy of their all-time high on Monday.</p><p>Apple&#39;s stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&amp;P 500&#39;s 20% rise.</p><p>It wasn&#39;t immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for some models of the iPhone 16, which was announced Sept. 9.</p><p>&#34;While this doesn&#39;t change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,&#34; the report noted. The analysts rate Apple as Overweight and a top pick.</p><p>A separate report from J.P. Morgan analysts also noted stabilizing lead times for the higher-end Pro models, &#34;highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer.&#34;</p><p>Apple Intelligence is Apple&#39;s play on the words &#34;artificial intelligence&#34; (get it?) and will start rolling out in October with iOS 18.1, according to Apple. The generative AI software will summarize emails and create original images and customized movies, among other features.</p><p>Analysts have been fretting over demand for the new phones, which feature a new camera button on the side and better battery life, since they started shipping earlier this month. Longer lead times, while an imperfect measure, are generally seen as signs of stronger demand.</p><p>The Morgan Stanley analysts noted the slightly longer lead time by two to three days during the past week &#34;more closely resembles the trajectory of the better-performing iPhone 12 and 13 Pro/Pro Max models, rather than the iPhone 14 and 15 Pro/Pro Max models, which saw contracting lead times at this point in the cycle.&#34;</p><p>Analysts are generally bullish on the stock, with 32 of the 48 whose ratings are tracked by FactSet giving it either a Buy or Overweight rating as of Sept. 24.</p><p>Apple is currently worth $3.5 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4507":"流媒体概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4585":"ETF&股票定投概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4527":"明星科技股","BK4501":"段永平概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","BK4592":"伊斯兰概念","BK4581":"高盛持仓","BK4573":"虚拟现实","LU0971096721.USD":"富达环球金融服务 A","BK4574":"无人驾驶","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4505":"高瓴资本持仓","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4579":"人工智能","BK4504":"桥水持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4575":"芯片概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4576":"AR","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AAPL":"苹果","BK4571":"数字音乐概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472581365","content_text":"Shares of Apple, currently the most valuable company in the world, closed just shy of their all-time high on Monday.Apple's stock price rose 2.3% to $233 on the last day of the quarter. That is less than 1% below its record close on July 16 of $234.82. The stock has risen during four of the last five trading days and is up 21% year to date, about the same as the Nasdaq Composite and slightly ahead of the S&P 500's 20% rise.It wasn't immediately clear what caused the gains, but a Morgan Stanley report on Monday pointed to stabilizing lead times for some models of the iPhone 16, which was announced Sept. 9.\"While this doesn't change our view on this cycle, we view the elongation of iPhone 16 Pro/Pro Max lead times as a positive leaning development worth watching,\" the report noted. The analysts rate Apple as Overweight and a top pick.A separate report from J.P. Morgan analysts also noted stabilizing lead times for the higher-end Pro models, \"highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer.\"Apple Intelligence is Apple's play on the words \"artificial intelligence\" (get it?) and will start rolling out in October with iOS 18.1, according to Apple. The generative AI software will summarize emails and create original images and customized movies, among other features.Analysts have been fretting over demand for the new phones, which feature a new camera button on the side and better battery life, since they started shipping earlier this month. Longer lead times, while an imperfect measure, are generally seen as signs of stronger demand.The Morgan Stanley analysts noted the slightly longer lead time by two to three days during the past week \"more closely resembles the trajectory of the better-performing iPhone 12 and 13 Pro/Pro Max models, rather than the iPhone 14 and 15 Pro/Pro Max models, which saw contracting lead times at this point in the cycle.\"Analysts are generally bullish on the stock, with 32 of the 48 whose ratings are tracked by FactSet giving it either a Buy or Overweight rating as of Sept. 24.Apple is currently worth $3.5 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353920582004760,"gmtCreate":1727414484217,"gmtModify":1727414962583,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP&nbsp;","listText":"The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP&nbsp;","text":"The sugar daddy of JD Vance?? i personally wish her would divest himself of all of his stock AND voting rights and give his money to rainbow-friendly causes instead of the GOP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353920582004760","repostId":"1197799262","repostType":2,"repost":{"id":"1197799262","pubTimestamp":1727408968,"share":"https://ttm.financial/m/news/1197799262?lang=&edition=fundamental","pubTime":"2024-09-27 11:49","market":"us","language":"en","title":"Peter Thiel Has Now Sold $1 Billion of Palantir Stock This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1197799262","media":"Bloomberg","summary":"Latest sale involved $600 million of the firm’s stockAll stock sold is common equity, not special voting rightsPeter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, bring","content":"<html><head></head><body><ul style=\"\"><li><p>Latest sale involved $600 million of the firm’s stock</p></li><li><p>All stock sold is common equity, not special voting rights</p></li></ul><p>Peter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, bringing his total disposals this year to more than $1 billion.</p><p>He sold more than 16 million shares over three days this week, according to a regulatory filing, adding to the 20 million shares he sold in March and May.</p><p>Palantir in December disclosed that entities owned by Thiel had adopted the kind of trading plan that public-company executives commonly use to schedule sales. The billionaire planned to sell as many as 20 million shares. In May, the entity adopted a second trading plan encompassing as many as 28.6 million shares, a filing shows.</p><p>Filings didn’t disclose why Thiel sold the stock or what he plans to do with the money. He didn’t respond to a request for comment. The 56-year-old co-founded Palantir and has a $12.4 billion fortune, according to the Bloomberg Billionaires Index.</p><p>Thiel only sold common equity, not units from the share classes with special voting rights that give him and co-founders Alex Karp and Stephen Cohen control of the board.</p><p>Palantir this week was added to the S&amp;P 500. Its shares have more than doubled so far this year.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peter Thiel Has Now Sold $1 Billion of Palantir Stock This Year</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\">\nPeter Thiel Has Now Sold $1 Billion of Palantir Stock This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-27/peter-thiel-has-now-sold-1-billion-of-palantir-stock-this-year?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Latest sale involved $600 million of the firm’s stockAll stock sold is common equity, not special voting rightsPeter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-27/peter-thiel-has-now-sold-1-billion-of-palantir-stock-this-year?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.bloomberg.com/news/articles/2024-09-27/peter-thiel-has-now-sold-1-billion-of-palantir-stock-this-year?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197799262","content_text":"Latest sale involved $600 million of the firm’s stockAll stock sold is common equity, not special voting rightsPeter Thiel sold almost $600 million of Palantir Technologies Inc. stock this week, bringing his total disposals this year to more than $1 billion.He sold more than 16 million shares over three days this week, according to a regulatory filing, adding to the 20 million shares he sold in March and May.Palantir in December disclosed that entities owned by Thiel had adopted the kind of trading plan that public-company executives commonly use to schedule sales. The billionaire planned to sell as many as 20 million shares. In May, the entity adopted a second trading plan encompassing as many as 28.6 million shares, a filing shows.Filings didn’t disclose why Thiel sold the stock or what he plans to do with the money. He didn’t respond to a request for comment. The 56-year-old co-founded Palantir and has a $12.4 billion fortune, according to the Bloomberg Billionaires Index.Thiel only sold common equity, not units from the share classes with special voting rights that give him and co-founders Alex Karp and Stephen Cohen control of the board.Palantir this week was added to the S&P 500. Its shares have more than doubled so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360893716320488,"gmtCreate":1729150249971,"gmtModify":1729154122895,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Trump victory??? Someone is delusional&nbsp; 200 of his campaign staff just quit - claiming - he can't win&nbsp;","listText":"Trump victory??? Someone is delusional&nbsp; 200 of his campaign staff just quit - claiming - he can't win&nbsp;","text":"Trump victory??? Someone is delusional 200 of his campaign staff just quit - claiming - he can't win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360893716320488","repostId":"2476416526","repostType":2,"repost":{"id":"2476416526","pubTimestamp":1729149401,"share":"https://ttm.financial/m/news/2476416526?lang=&edition=fundamental","pubTime":"2024-10-17 15:16","market":"fut","language":"en","title":"Bitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory","url":"https://stock-news.laohu8.com/highlight/detail?id=2476416526","media":"Bloomberg","summary":"Largest digital asset has climbed about 13% in seven daysSome view Bitcoin as one of a number of ‘Trump trades’(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors v","content":"<html><head></head><body><ul style=\"\"><li><p>Largest digital asset has climbed about 13% in seven days</p></li><li><p>Some view Bitcoin as one of a number of ‘Trump trades’</p></li></ul><p>(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors view the climb as a sign that markets anticipate a victory for pro-crypto Republican candidate Donald Trump in the US presidential election.</p><p>The digital asset is up about 13% in the past seven days, well ahead of a global stock gauge and gold. Billionaire Stan Druckenmiller cited crypto as among the indicators that markets are pricing in a win for the former president.</p><p>Trump has vowed to make the US the crypto capital of the planet as he duels for votes in a tight race against Democratic rival Vice President Kamala Harris. His embrace of the sector led to Bitcoin’s classification as a so-called Trump trade — one of a series of wagers predicated on his return to the White House. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/05a008b9db6d7d0138973273eaa139d1\" tg-width=\"691\" tg-height=\"453\"/></p><p>The Bitcoin advance came alongside shifts in prediction markets, controversial platforms of disputed informational value where people can bet on election outcomes. Trump’s odds on the Polymarket platform have jumped to 58%, while Harris has dropped to 41%. On PredictIt, Trump’s chances are at 54%, compared with 49% for Harris.</p><h3 id=\"id_3161655775\">ETF Inflows</h3><p>“Excitement in prediction markets is leading to high levels of implied volatility and a rally in spot-Bitcoin prices,” said Arisa Toyosaki, co-founder of Cega, a crypto derivatives service provider. “The recent significant inflows into Bitcoin exchange-traded funds are also fueling the rally.”</p><p>Net inflows into a group of a dozen US Bitcoin ETFs have topped $1.6 billion since Oct. 11 inclusive. The token was little changed at about $67,260 as of 12:58 p.m. Thursday in Singapore, compared with March’s record of $73,798.</p><p>While prediction markets have moved in Trump’s favor, the spread in most polls is well within the margin of error with less than three weeks to Election Day. Harris leads Trump by about 1.6 percentage points in the Real Clear Politics average of national polls. Trump is ahead by less than one percentage point in the equivalent measure for battleground states. </p><h3 id=\"id_3087389759\">Harris Stance</h3><p>Harris has adopted a nuanced position on crypto, pledging to support a regulatory framework for digital assets as well as industry growth under appropriate safeguards. Her position spurred a bout of optimism among crypto traders as it contrasts with a crackdown under the Biden administration.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3346fdbfef3ab892f022922a9804ba09\" tg-width=\"723\" tg-height=\"421\"/></p><p>Crypto’s emergence as an election issue “is driving a lot of attention to Bitcoin and the broader crypto asset class, and that attention is being translated into sentiment, and sentiment — as we know — leads to flows,” Crucible Capital General Partner Meltem Demirors said on Bloomberg Television.</p><p>Trump’s embrace of the sector is an about-face as he once dubbed it a scam. Digital-asset firms have become influential players in the election through big donations to political action committees in pursuit of friendlier rules.</p><p>In a Bloomberg Television interview on Wednesday, Druckenmiller said the market during the past 12 days seemed “very convinced” of a Trump win. “You can see it in the bank stocks, you can see it in crypto,” he said.</p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory</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\">\nBitcoin Pulls Ahead in Markets in Sign of Bets on Trump Victory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-17/bitcoin-btc-pulls-ahead-in-markets-in-sign-of-bets-on-trump-victory?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Largest digital asset has climbed about 13% in seven daysSome view Bitcoin as one of a number of ‘Trump trades’(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-17/bitcoin-btc-pulls-ahead-in-markets-in-sign-of-bets-on-trump-victory?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4594":"比特币ETF概念","BK4585":"ETF&股票定投概念","BTBT":"Bit Digital, Inc.","MSTR":"MicroStrategy","BK4588":"碎股","COIN":"Coinbase Global, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-17/bitcoin-btc-pulls-ahead-in-markets-in-sign-of-bets-on-trump-victory?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476416526","content_text":"Largest digital asset has climbed about 13% in seven daysSome view Bitcoin as one of a number of ‘Trump trades’(Bloomberg) -- A Bitcoin rally is grabbing the spotlight in part because some investors view the climb as a sign that markets anticipate a victory for pro-crypto Republican candidate Donald Trump in the US presidential election.The digital asset is up about 13% in the past seven days, well ahead of a global stock gauge and gold. Billionaire Stan Druckenmiller cited crypto as among the indicators that markets are pricing in a win for the former president.Trump has vowed to make the US the crypto capital of the planet as he duels for votes in a tight race against Democratic rival Vice President Kamala Harris. His embrace of the sector led to Bitcoin’s classification as a so-called Trump trade — one of a series of wagers predicated on his return to the White House. The Bitcoin advance came alongside shifts in prediction markets, controversial platforms of disputed informational value where people can bet on election outcomes. Trump’s odds on the Polymarket platform have jumped to 58%, while Harris has dropped to 41%. On PredictIt, Trump’s chances are at 54%, compared with 49% for Harris.ETF Inflows“Excitement in prediction markets is leading to high levels of implied volatility and a rally in spot-Bitcoin prices,” said Arisa Toyosaki, co-founder of Cega, a crypto derivatives service provider. “The recent significant inflows into Bitcoin exchange-traded funds are also fueling the rally.”Net inflows into a group of a dozen US Bitcoin ETFs have topped $1.6 billion since Oct. 11 inclusive. The token was little changed at about $67,260 as of 12:58 p.m. Thursday in Singapore, compared with March’s record of $73,798.While prediction markets have moved in Trump’s favor, the spread in most polls is well within the margin of error with less than three weeks to Election Day. Harris leads Trump by about 1.6 percentage points in the Real Clear Politics average of national polls. Trump is ahead by less than one percentage point in the equivalent measure for battleground states. Harris StanceHarris has adopted a nuanced position on crypto, pledging to support a regulatory framework for digital assets as well as industry growth under appropriate safeguards. Her position spurred a bout of optimism among crypto traders as it contrasts with a crackdown under the Biden administration.Crypto’s emergence as an election issue “is driving a lot of attention to Bitcoin and the broader crypto asset class, and that attention is being translated into sentiment, and sentiment — as we know — leads to flows,” Crucible Capital General Partner Meltem Demirors said on Bloomberg Television.Trump’s embrace of the sector is an about-face as he once dubbed it a scam. Digital-asset firms have become influential players in the election through big donations to political action committees in pursuit of friendlier rules.In a Bloomberg Television interview on Wednesday, Druckenmiller said the market during the past 12 days seemed “very convinced” of a Trump win. “You can see it in the bank stocks, you can see it in crypto,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359954617802824,"gmtCreate":1728887447240,"gmtModify":1728887452361,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Huge thank you to the person who told me to buy Siri x&nbsp;","listText":"Huge thank you to the person who told me to buy Siri x&nbsp;","text":"Huge thank you to the person who told me to buy Siri x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359954617802824","repostId":"1153271789","repostType":2,"repost":{"id":"1153271789","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":1728871745,"share":"https://ttm.financial/m/news/1153271789?lang=&edition=fundamental","pubTime":"2024-10-14 10:09","market":"us","language":"en","title":"24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding","url":"https://stock-news.laohu8.com/highlight/detail?id=1153271789","media":"Tiger Newspress","summary":"Warren Buffett's Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company $SiriusXM$. According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.B. Riley Financial Inc. saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company <strong><a href=\"https://laohu8.com/S/SIRI\">SiriusXM</a>.</strong> According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e86ef284b9525adf6d30b058fbffa12\" tg-width=\"850\" tg-height=\"842\"/></p><p><strong>B. Riley Financial Inc.</strong> saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great American, to asset management firm Oaktree Capital for approximately $400 million. This strategic move is expected to streamline B. Riley&#39;s operations and provide a substantial cash influx.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa44506821cbfec434abffc7caf00976\" tg-width=\"862\" tg-height=\"833\"/></p><p>Chinese ADRs and ETFs slide in overnight trading with <strong>XPeng</strong> falling over 6%. China&#39;s consumer inflation rate fell in September, while producer price deflation deepened, even as Beijing rolls out more stimulus measures in a bid to revive flagging demand and shaky economic activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ec81d51a55c3e26ed1fe8689416b5c\" tg-width=\"471\" tg-height=\"547\"/></p><h2 id=\"id_1428670322\">TOP10 gainers in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5a1ebfd183c3a022ea02330662d36b9\" tg-width=\"583\" tg-height=\"307\"/></p><h2 id=\"id_2329928591\">TOP10 decliners in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/722e6359d56203fe3c649c1a687bbc39\" tg-width=\"580\" tg-height=\"306\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding</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\">\n24H｜SiriusXM Stock Soars 8% in Overnight Trading and B. Riley Jumped 7%; Chinese ADRs Kept Sliding\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\">2024-10-14 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company <strong><a href=\"https://laohu8.com/S/SIRI\">SiriusXM</a>.</strong> According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e86ef284b9525adf6d30b058fbffa12\" tg-width=\"850\" tg-height=\"842\"/></p><p><strong>B. Riley Financial Inc.</strong> saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great American, to asset management firm Oaktree Capital for approximately $400 million. This strategic move is expected to streamline B. Riley&#39;s operations and provide a substantial cash influx.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa44506821cbfec434abffc7caf00976\" tg-width=\"862\" tg-height=\"833\"/></p><p>Chinese ADRs and ETFs slide in overnight trading with <strong>XPeng</strong> falling over 6%. China&#39;s consumer inflation rate fell in September, while producer price deflation deepened, even as Beijing rolls out more stimulus measures in a bid to revive flagging demand and shaky economic activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ec81d51a55c3e26ed1fe8689416b5c\" tg-width=\"471\" tg-height=\"547\"/></p><h2 id=\"id_1428670322\">TOP10 gainers in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5a1ebfd183c3a022ea02330662d36b9\" tg-width=\"583\" tg-height=\"307\"/></p><h2 id=\"id_2329928591\">TOP10 decliners in overnight trading:</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/722e6359d56203fe3c649c1a687bbc39\" tg-width=\"580\" tg-height=\"306\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RILY":"B. Riley Financial, Inc.","SIRI":"Sirius XM Holdings Inc.","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153271789","content_text":"Warren Buffett's Berkshire Hathaway went on a buying spree in shares of broadcasting and radio company SiriusXM. According to regulatory filing on Friday, the sprawling conglomerate in a three-day run picked up shares worth $86.73M, and boosted its total stake in the company to 108.72M shares. SiriusXM shares surged over 8% in overnight trading.B. Riley Financial Inc. saw its stock price increase by 7% after the company announced an agreement to sell its appraisal and valuation division, Great American, to asset management firm Oaktree Capital for approximately $400 million. This strategic move is expected to streamline B. Riley's operations and provide a substantial cash influx.Chinese ADRs and ETFs slide in overnight trading with XPeng falling over 6%. China's consumer inflation rate fell in September, while producer price deflation deepened, even as Beijing rolls out more stimulus measures in a bid to revive flagging demand and shaky economic activity.TOP10 gainers in overnight trading:TOP10 decliners in overnight trading:","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348822974103816,"gmtCreate":1726180322587,"gmtModify":1726191586778,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared","listText":"Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared","text":"Seth meyers did hilarious recap on the debate https://youtu.be/UBKLP6RYtRQ?feature=shared","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348822974103816","repostId":"2467733685","repostType":2,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336429443010904,"gmtCreate":1723174373260,"gmtModify":1723175926963,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"themes":[],"htmlText":"Are you doing a story on the corrupt deal btwntrump &amp; Sinclair media re anti compete laws","listText":"Are you doing a story on the corrupt deal btwntrump &amp; Sinclair media re anti compete laws","text":"Are you doing a story on the corrupt deal btwntrump & Sinclair media re anti compete laws","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336429443010904","repostId":"2458337391","repostType":2,"repost":{"id":"2458337391","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":1723169700,"share":"https://ttm.financial/m/news/2458337391?lang=&edition=fundamental","pubTime":"2024-08-09 10:15","market":"us","language":"en","title":"Trump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House","url":"https://stock-news.laohu8.com/highlight/detail?id=2458337391","media":"Reuters","summary":"WASHINGTON, Aug 8 (Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far ","content":"<html><head></head><body><p>(Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far of his interest in infringing on the central bank&#39;s independence should he regain the White House.</p><p>&#34;I feel the president should have at least (a) say in there,&#34; the former president told reporters at his Mar-a-Lago residence in Florida. &#34;I think that in my case, I made a lot of money, I was very successful, and I think I have a better instinct than in many cases, people that would be on the Federal Reserve or the chairman.&#34;</p><p>Trump allies have drafted proposals that would attempt to erode the Fed&#39;s independence if he wins, the Wall Street Journal reported in April. The Trump campaign distanced itself from the report at the time.</p><p>But his remarks on Thursday indicate he is squarely aligned with one of the proposals&#39; main thrusts: If he becomes president, Trump should be consulted on interest rate decisions, and Fed banking regulation proposals should be subject to White House review.</p><p>The Fed chair and the other six members of its board of governors are nominated by the president, subject to confirmation by the Senate. But the Fed enjoys substantial operational independence to make policy decisions that wield tremendous influence over the direction of the world&#39;s largest economy and global asset markets.</p><p>Among the pegs supporting the U.S. dollar&#39;s stature as the world&#39;s reserve currency, for instance, is the Fed&#39;s ability to set monetary policy on its own without political oversight. That status in turn is key to granting the U.S. government a nearly unchecked ability to borrow on global bond markets at relatively low interest rates despite having a $35 trillion debt load, dubbed the &#34;exorbitant privilege.&#34;</p><h3 id=\"id_2980732775\" style=\"text-align: start;\">&#39;FOUGHT HIM VERY HARD&#39;</h3><p>The next president - Trump or Democratic candidate Kamala Harris - will have a chance to select the next Fed chair within the first two years of their term.</p><p>One path for intruding on the Fed&#39;s independence would be to select - and win confirmation for - a nominee willing to be compliant with Trump&#39;s wishes to hold sway over the central bank.</p><p>Economists worry that could result in the type of policy missteps that occurred in the early 1970s, when Fed Chairman Arthur Burns was pressured by President Richard Nixon - who had appointed him - to maintain expansionary monetary policy ahead of the 1972 election despite evidence of inflationary pressures building.</p><p>By 1974, inflation was running above 12% and would remain a persistent problem for the next decade until it was brought under control by Fed Chairman Paul Volcker through crushing interest rate increases that caused two recessions in the early 1980s.</p><p>Current Fed Chair Jerome Powell&#39;s term as chief expires in 2026, while his seat on the Fed board expires in 2028.</p><p>Powell was first appointed to the Fed board by former President Barack Obama, but it was Trump who picked him to lead the central bank, a post Powell assumed in early 2018.</p><p>Trump turned against him soon after, railing against the interest rate hikes that the Fed delivered during Powell&#39;s first year at the helm.</p><p>&#34;I used to have it out with him, I had it out with him a couple of times very strongly,&#34; Trump said in his remarks on Thursday. &#34;I fought him very hard.&#34;</p><p>Indeed, Trump went so far as to discuss firing the Fed chief, although Mick Mulvaney - a former chief of staff to the president - later said Trump came to the conclusion that he likely did not have the power to do so.</p><p>That did not stop Trump from continuing to threaten Powell throughout his presidency, a practice President Joe Biden, Trump&#39;s successor, has refrained from during his term.</p><p>In a Bloomberg interview published last month, Trump said he would not try to oust Powell if he becomes president.</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>Trump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House</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\">\nTrump Signals Interest in Influencing Federal Reserve Decisions If He Regains White House\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\">2024-08-09 10:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far of his interest in infringing on the central bank&#39;s independence should he regain the White House.</p><p>&#34;I feel the president should have at least (a) say in there,&#34; the former president told reporters at his Mar-a-Lago residence in Florida. &#34;I think that in my case, I made a lot of money, I was very successful, and I think I have a better instinct than in many cases, people that would be on the Federal Reserve or the chairman.&#34;</p><p>Trump allies have drafted proposals that would attempt to erode the Fed&#39;s independence if he wins, the Wall Street Journal reported in April. The Trump campaign distanced itself from the report at the time.</p><p>But his remarks on Thursday indicate he is squarely aligned with one of the proposals&#39; main thrusts: If he becomes president, Trump should be consulted on interest rate decisions, and Fed banking regulation proposals should be subject to White House review.</p><p>The Fed chair and the other six members of its board of governors are nominated by the president, subject to confirmation by the Senate. But the Fed enjoys substantial operational independence to make policy decisions that wield tremendous influence over the direction of the world&#39;s largest economy and global asset markets.</p><p>Among the pegs supporting the U.S. dollar&#39;s stature as the world&#39;s reserve currency, for instance, is the Fed&#39;s ability to set monetary policy on its own without political oversight. That status in turn is key to granting the U.S. government a nearly unchecked ability to borrow on global bond markets at relatively low interest rates despite having a $35 trillion debt load, dubbed the &#34;exorbitant privilege.&#34;</p><h3 id=\"id_2980732775\" style=\"text-align: start;\">&#39;FOUGHT HIM VERY HARD&#39;</h3><p>The next president - Trump or Democratic candidate Kamala Harris - will have a chance to select the next Fed chair within the first two years of their term.</p><p>One path for intruding on the Fed&#39;s independence would be to select - and win confirmation for - a nominee willing to be compliant with Trump&#39;s wishes to hold sway over the central bank.</p><p>Economists worry that could result in the type of policy missteps that occurred in the early 1970s, when Fed Chairman Arthur Burns was pressured by President Richard Nixon - who had appointed him - to maintain expansionary monetary policy ahead of the 1972 election despite evidence of inflationary pressures building.</p><p>By 1974, inflation was running above 12% and would remain a persistent problem for the next decade until it was brought under control by Fed Chairman Paul Volcker through crushing interest rate increases that caused two recessions in the early 1980s.</p><p>Current Fed Chair Jerome Powell&#39;s term as chief expires in 2026, while his seat on the Fed board expires in 2028.</p><p>Powell was first appointed to the Fed board by former President Barack Obama, but it was Trump who picked him to lead the central bank, a post Powell assumed in early 2018.</p><p>Trump turned against him soon after, railing against the interest rate hikes that the Fed delivered during Powell&#39;s first year at the helm.</p><p>&#34;I used to have it out with him, I had it out with him a couple of times very strongly,&#34; Trump said in his remarks on Thursday. &#34;I fought him very hard.&#34;</p><p>Indeed, Trump went so far as to discuss firing the Fed chief, although Mick Mulvaney - a former chief of staff to the president - later said Trump came to the conclusion that he likely did not have the power to do so.</p><p>That did not stop Trump from continuing to threaten Powell throughout his presidency, a practice President Joe Biden, Trump&#39;s successor, has refrained from during his term.</p><p>In a Bloomberg interview published last month, Trump said he would not try to oust Powell if he becomes president.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":"2458337391","content_text":"(Reuters) - Republican candidate Donald Trump said on Thursday that U.S. presidents should have a say over decisions made by the Federal Reserve, the most explicit indication so far of his interest in infringing on the central bank's independence should he regain the White House.\"I feel the president should have at least (a) say in there,\" the former president told reporters at his Mar-a-Lago residence in Florida. \"I think that in my case, I made a lot of money, I was very successful, and I think I have a better instinct than in many cases, people that would be on the Federal Reserve or the chairman.\"Trump allies have drafted proposals that would attempt to erode the Fed's independence if he wins, the Wall Street Journal reported in April. The Trump campaign distanced itself from the report at the time.But his remarks on Thursday indicate he is squarely aligned with one of the proposals' main thrusts: If he becomes president, Trump should be consulted on interest rate decisions, and Fed banking regulation proposals should be subject to White House review.The Fed chair and the other six members of its board of governors are nominated by the president, subject to confirmation by the Senate. But the Fed enjoys substantial operational independence to make policy decisions that wield tremendous influence over the direction of the world's largest economy and global asset markets.Among the pegs supporting the U.S. dollar's stature as the world's reserve currency, for instance, is the Fed's ability to set monetary policy on its own without political oversight. That status in turn is key to granting the U.S. government a nearly unchecked ability to borrow on global bond markets at relatively low interest rates despite having a $35 trillion debt load, dubbed the \"exorbitant privilege.\"'FOUGHT HIM VERY HARD'The next president - Trump or Democratic candidate Kamala Harris - will have a chance to select the next Fed chair within the first two years of their term.One path for intruding on the Fed's independence would be to select - and win confirmation for - a nominee willing to be compliant with Trump's wishes to hold sway over the central bank.Economists worry that could result in the type of policy missteps that occurred in the early 1970s, when Fed Chairman Arthur Burns was pressured by President Richard Nixon - who had appointed him - to maintain expansionary monetary policy ahead of the 1972 election despite evidence of inflationary pressures building.By 1974, inflation was running above 12% and would remain a persistent problem for the next decade until it was brought under control by Fed Chairman Paul Volcker through crushing interest rate increases that caused two recessions in the early 1980s.Current Fed Chair Jerome Powell's term as chief expires in 2026, while his seat on the Fed board expires in 2028.Powell was first appointed to the Fed board by former President Barack Obama, but it was Trump who picked him to lead the central bank, a post Powell assumed in early 2018.Trump turned against him soon after, railing against the interest rate hikes that the Fed delivered during Powell's first year at the helm.\"I used to have it out with him, I had it out with him a couple of times very strongly,\" Trump said in his remarks on Thursday. \"I fought him very hard.\"Indeed, Trump went so far as to discuss firing the Fed chief, although Mick Mulvaney - a former chief of staff to the president - later said Trump came to the conclusion that he likely did not have the power to do so.That did not stop Trump from continuing to threaten Powell throughout his presidency, a practice President Joe Biden, Trump's successor, has refrained from during his term.In a Bloomberg interview published last month, Trump said he would not try to oust Powell if he becomes president.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}