Profile - To The Moon

Sogon

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- SogonSogon
  ·2023-08-09
  Looks good in this chart but in reality still in the red
  306 Comment
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- SogonSogon
  ·2023-08-02
  Unsustainable
  Singapore’s Sky-High Rents Show First Signs of Cooling
  Rental price index grows least since fourth quarter of 2021Luxury segment hardest-hit as more supply enters: Knight FrankSingapore’s rental price growth slowed in the second quarter, cooling a years-l
  Singapore’s Sky-High Rents Show First Signs of Cooling
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- SogonSogon
  ·2023-01-04
  Hmmm
  1 Sign Amazon's Cloud Business Could Be in Trouble
  A big slowdown in memory chip sales to cloud providers could indicate that demand for cloud computing services is weakening.
  1 Sign Amazon's Cloud Business Could Be in Trouble
  417 Comment
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- SogonSogon
  ·2022-12-29
  It is impossible to claim the rewards and my coins are expiring. Annoyed
  443 Comment
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- SogonSogon
  ·2022-11-14
  Sigh
  At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX
  FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankm
  At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX
  433 Comment
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- SogonSogon
  ·2022-07-21
  $Tesla Motors(TSLA)$700
  497 Comment
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- SogonSogon
  ·2022-05-23
  Hmmmm
  Nvidia to Slow Hiring Amid Inflationary Environment
  Nvidia is slowing the pace of hiring, the company confirmed on Sunday.The chip maker joins several o
  Nvidia to Slow Hiring Amid Inflationary Environment
  359 Comment
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- SogonSogon
  ·2022-05-23
  Scary times
  Bear Market, GDP, and Davos: What to Watch This Week
  The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdr
  Bear Market, GDP, and Davos: What to Watch This Week
  646 Comment
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- SogonSogon
  ·2022-05-23
  Nice breakdown
  Palantir: Brace For Impact
  SummaryPalantir will be reporting its Q1 FY22 results on May 9.The company is likely to post muted r
  Palantir: Brace For Impact
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- SogonSogon
  ·2022-05-20
  Wow wow wow
  575 Comment
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style=\"text-align: start;\">The growth in rental costs is expected to ease further as new units become available, with about 20,000 private housing completions due this year alone — the highest annual supply since 2017. Government measures have also helped relieve the spike in rents that has rattled tenants.</p><p style=\"text-align: start;\">“Even expatriates with accommodation allowances were reconsidering their leasing options, as the cost of living in Singapore had grown exceptionally,” said Nicholas Keong, head of residential and private office at Knight Frank Singapore. He expects rental prices to further ease in the remainder of 2023 with “the steady completion of new inventory.”</p><p>Island-wide leasing contracts for private apartments over the past three months were at the lowest since the start of the pandemic, with April and May volumes down 9.2% from a year ago, according to Knight Frank.</p><p style=\"text-align: start;\">The high-end market, in particular, has seen the biggest reversal. Rents in the ultra-luxury segment slumped almost 4% in the second quarter, against the 9% gain in the previous quarter, according to Knight Frank’s analysis of Urban Redevelopment Authority data.</p><p style=\"text-align: start;\">Property agents have been feeling the pinch. Sunita Gill, co-founder of real estate consultancy Singapore Luxury Homes, has seen some of her expat clients relocate to Dubai. The government’s latest cooling measures — doubling stamp duties for foreigners to 60% — has also deterred potential investors, leading to lower demand for luxury rentals, she said.</p><p style=\"text-align: start;\">“We’re personally witnessing a 10-15% reduction for properties listed for more than two months,” said Gill, who is also group director at PropNex Realty. “The luxury real estate market in Singapore may have become saturated recently with an abundance of high-end properties available for rent.”</p><p style=\"text-align: start;\">Since the pandemic, the city-state has largely defied a global property slowdown as an influx of wealth from China and other countries fanned the market. Singapore tied with New York for the city with the fastest pace of rental growth at one point last year, and recently slid to second spot.</p><p style=\"text-align: start;\">Meanwhile, discontent over renting costs has become a political problem. Although rental hikes have impacted expats more acutely since they are less likely to own homes, a survey last year showed that two in three Singaporeans between the ages of 22 to 29 are choosing to rent due to insufficient savings. In July, a YouGov poll found that over half of respondents think the government needs do more to regulate rents and provide additional support based on income.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a87a915ad96251e5fd3620ce84eb8c2f\" tg-width=\"954\" tg-height=\"573\"/></p><p>Rents for private apartments rose 0.3% in June from a month earlier, according to a report by real estate portal SRX. Mark Yip, chief executive officer of property agency Huttons Group, expects rents of private apartments to increase between 10% to 15% this year, moderating from the almost 30% increase in 2022.</p><p>“For renters in Singapore, relief is in the air,” said Alan Cheong, executive director of research at Savills Plc.</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>Singapore’s Sky-High Rents Show First Signs of Cooling</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\">\nSingapore’s Sky-High Rents Show First Signs of Cooling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-02 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-08-02/singapore-s-sky-high-rents-show-first-signs-of-cooling?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rental price index grows least since fourth quarter of 2021Luxury segment hardest-hit as more supply enters: Knight FrankSingapore’s rental price growth slowed in the second quarter, cooling a years-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-08-02/singapore-s-sky-high-rents-show-first-signs-of-cooling?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2023-08-02/singapore-s-sky-high-rents-show-first-signs-of-cooling?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141537033","content_text":"Rental price index grows least since fourth quarter of 2021Luxury segment hardest-hit as more supply enters: Knight FrankSingapore’s rental price growth slowed in the second quarter, cooling a years-long boom that has sapped affordability and threatened to dent the city-state’s appeal as a finance hub.An index of private residential prices rose 2.8% from the previous three months, the smallest gain since 2021, Urban Redevelopment Authority figures show.The growth in rental costs is expected to ease further as new units become available, with about 20,000 private housing completions due this year alone — the highest annual supply since 2017. Government measures have also helped relieve the spike in rents that has rattled tenants.“Even expatriates with accommodation allowances were reconsidering their leasing options, as the cost of living in Singapore had grown exceptionally,” said Nicholas Keong, head of residential and private office at Knight Frank Singapore. He expects rental prices to further ease in the remainder of 2023 with “the steady completion of new inventory.”Island-wide leasing contracts for private apartments over the past three months were at the lowest since the start of the pandemic, with April and May volumes down 9.2% from a year ago, according to Knight Frank.The high-end market, in particular, has seen the biggest reversal. Rents in the ultra-luxury segment slumped almost 4% in the second quarter, against the 9% gain in the previous quarter, according to Knight Frank’s analysis of Urban Redevelopment Authority data.Property agents have been feeling the pinch. Sunita Gill, co-founder of real estate consultancy Singapore Luxury Homes, has seen some of her expat clients relocate to Dubai. The government’s latest cooling measures — doubling stamp duties for foreigners to 60% — has also deterred potential investors, leading to lower demand for luxury rentals, she said.“We’re personally witnessing a 10-15% reduction for properties listed for more than two months,” said Gill, who is also group director at PropNex Realty. “The luxury real estate market in Singapore may have become saturated recently with an abundance of high-end properties available for rent.”Since the pandemic, the city-state has largely defied a global property slowdown as an influx of wealth from China and other countries fanned the market. Singapore tied with New York for the city with the fastest pace of rental growth at one point last year, and recently slid to second spot.Meanwhile, discontent over renting costs has become a political problem. Although rental hikes have impacted expats more acutely since they are less likely to own homes, a survey last year showed that two in three Singaporeans between the ages of 22 to 29 are choosing to rent due to insufficient savings. In July, a YouGov poll found that over half of respondents think the government needs do more to regulate rents and provide additional support based on income.Rents for private apartments rose 0.3% in June from a month earlier, according to a report by real estate portal SRX. Mark Yip, chief executive officer of property agency Huttons Group, expects rents of private apartments to increase between 10% to 15% this year, moderating from the almost 30% increase in 2022.“For renters in Singapore, relief is in the air,” said Alan Cheong, executive director of research at Savills Plc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950709767,"gmtCreate":1672826243160,"gmtModify":1676538743297,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950709767","repostId":"2300453672","repostType":2,"repost":{"id":"2300453672","kind":"highlight","pubTimestamp":1672824300,"share":"https://ttm.financial/m/news/2300453672?lang=&edition=fundamental","pubTime":"2023-01-04 17:25","market":"us","language":"en","title":"1 Sign Amazon's Cloud Business Could Be in Trouble","url":"https://stock-news.laohu8.com/highlight/detail?id=2300453672","media":"Motley Fool","summary":"A big slowdown in memory chip sales to cloud providers could indicate that demand for cloud computing services is weakening.","content":"<html><head></head><body><p>E-commerce giant <b>Amazon</b> launched the now-ubiquitous Amazon Web Services way back in 2006. It took a while for the concept of cloud computing to really catch on, but today, AWS is churning out over $20 billion of revenue each quarter.</p><p>And unlike Amazon&#39;s core e-commerce business, AWS sports sky-high profit margins. In the third quarter of 2022, AWS reported an operating margin of 26%.</p><p>Growth has been relentless for AWS and the cloud infrastructure market over the past decade. Start-ups are choosing cloud computing by default, and enterprises are increasingly moving workloads to the cloud. AWS has snagged around 34% of the market, becoming the default cloud provider for many businesses. In the long run, it seems likely that demand will continue to grow at a healthy pace.</p><p>However, AWS may now be facing the first substantial headwind since it emerged as the key profit engine for Amazon.</p><h2>Canary in the coal mine</h2><p>Amazon&#39;s management has already indicated that AWS customers had started to care a lot more about their cloud computing bills amid a tough economic climate. CFO Brian Olsavsky said during the third-quarter earnings call back in October: &#34;...when I talk about enterprise customers in AWS, yes, we&#39;ve been working with customers to lower their bills. We do see some of the consumers are cutting their budgets and trying to save money in the short run.&#34;</p><p>Amazon reported 27% year-over-year revenue growth for AWS in the third quarter, but Olsavsky said that growth had slowed to a mid-20% rate by the end of the quarter. For Amazon&#39;s fourth-quarter guidance, the company assumed this mid-20% growth rate would continue.</p><p>Amazon&#39;s warning about AWS customer behavior was the first indication that growth for the all-important cloud business was slowing. The latest earnings report from memory chip manufacturer <b>Micron</b> provides further evidence that a downturn for the cloud infrastructure industry is well on its way.</p><p>Micron manufactures DRAM and NAND memory chips. Although the company doesn&#39;t break out sales to data center customers, Micron is seeing those customers pull back. &#34;In data center, we expect cloud demand for memory in 2023 to grow well below the historical trend due to the significant impact of inventory reductions at key customers,&#34; said CEO Sanjay Mehrotra in the latest earnings call.</p><p>One of those mentioned key customers is almost certainly AWS, given its size. Cloud infrastructure providers built up inventories of memory chips based on growth expectations that turned out to be overly optimistic, and now they&#39;re slowing down expansion to account for weakening demand growth. Micron believes this will be an issue throughout 2023.</p><h2>AWS profits could take a hit</h2><p>Amazon&#39;s cloud business is about as capital intensive as it gets, and profitability all comes down to utilization. All the servers, chips, and networking gear that fill Amazon&#39;s data centers incur depreciation expenses regardless of whether they&#39;re being fully used. Those fixed costs are there no matter how much revenue is generated.</p><p>During times when Amazon can accurately predict future demand, it can tailor the expansion of its infrastructure to match that demand and keep utilization rates high. But if the company overestimates future demand and builds excess capacity, utilization rates can drop.</p><p>Based on what Amazon has said about customers slowing down spending and what Micron has said about depressed sales of memory chips to cloud providers throughout 2023, it seems likely that Amazon has overbuilt its cloud business to a degree. Operating margin for AWS was down about 4 percentage points year over year in the third quarter, which suggests that the company expanded too quickly.</p><p>When Amazon reports its fourth-quarter results in a month or so, investors should brace themselves for deteriorating AWS profitability. At a time when the retail side of the business is producing giant losses, disappointing results from AWS aren&#39;t going to help the stock recover.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Sign Amazon's Cloud Business Could Be in Trouble</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\">\n1 Sign Amazon's Cloud Business Could Be in Trouble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/03/1-sign-amazons-cloud-business-could-be-in-trouble/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>E-commerce giant Amazon launched the now-ubiquitous Amazon Web Services way back in 2006. It took a while for the concept of cloud computing to really catch on, but today, AWS is churning out over $20...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/03/1-sign-amazons-cloud-business-could-be-in-trouble/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/01/03/1-sign-amazons-cloud-business-could-be-in-trouble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300453672","content_text":"E-commerce giant Amazon launched the now-ubiquitous Amazon Web Services way back in 2006. It took a while for the concept of cloud computing to really catch on, but today, AWS is churning out over $20 billion of revenue each quarter.And unlike Amazon's core e-commerce business, AWS sports sky-high profit margins. In the third quarter of 2022, AWS reported an operating margin of 26%.Growth has been relentless for AWS and the cloud infrastructure market over the past decade. Start-ups are choosing cloud computing by default, and enterprises are increasingly moving workloads to the cloud. AWS has snagged around 34% of the market, becoming the default cloud provider for many businesses. In the long run, it seems likely that demand will continue to grow at a healthy pace.However, AWS may now be facing the first substantial headwind since it emerged as the key profit engine for Amazon.Canary in the coal mineAmazon's management has already indicated that AWS customers had started to care a lot more about their cloud computing bills amid a tough economic climate. CFO Brian Olsavsky said during the third-quarter earnings call back in October: \"...when I talk about enterprise customers in AWS, yes, we've been working with customers to lower their bills. We do see some of the consumers are cutting their budgets and trying to save money in the short run.\"Amazon reported 27% year-over-year revenue growth for AWS in the third quarter, but Olsavsky said that growth had slowed to a mid-20% rate by the end of the quarter. For Amazon's fourth-quarter guidance, the company assumed this mid-20% growth rate would continue.Amazon's warning about AWS customer behavior was the first indication that growth for the all-important cloud business was slowing. The latest earnings report from memory chip manufacturer Micron provides further evidence that a downturn for the cloud infrastructure industry is well on its way.Micron manufactures DRAM and NAND memory chips. Although the company doesn't break out sales to data center customers, Micron is seeing those customers pull back. \"In data center, we expect cloud demand for memory in 2023 to grow well below the historical trend due to the significant impact of inventory reductions at key customers,\" said CEO Sanjay Mehrotra in the latest earnings call.One of those mentioned key customers is almost certainly AWS, given its size. Cloud infrastructure providers built up inventories of memory chips based on growth expectations that turned out to be overly optimistic, and now they're slowing down expansion to account for weakening demand growth. Micron believes this will be an issue throughout 2023.AWS profits could take a hitAmazon's cloud business is about as capital intensive as it gets, and profitability all comes down to utilization. All the servers, chips, and networking gear that fill Amazon's data centers incur depreciation expenses regardless of whether they're being fully used. Those fixed costs are there no matter how much revenue is generated.During times when Amazon can accurately predict future demand, it can tailor the expansion of its infrastructure to match that demand and keep utilization rates high. But if the company overestimates future demand and builds excess capacity, utilization rates can drop.Based on what Amazon has said about customers slowing down spending and what Micron has said about depressed sales of memory chips to cloud providers throughout 2023, it seems likely that Amazon has overbuilt its cloud business to a degree. Operating margin for AWS was down about 4 percentage points year over year in the third quarter, which suggests that the company expanded too quickly.When Amazon reports its fourth-quarter results in a month or so, investors should brace themselves for deteriorating AWS profitability. At a time when the retail side of the business is producing giant losses, disappointing results from AWS aren't going to help the stock recover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924536666,"gmtCreate":1672279448956,"gmtModify":1676538664781,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"It is impossible to claim the rewards&nbsp;and my coins are expiring. Annoyed","listText":"It is impossible to claim the rewards&nbsp;and my coins are expiring. Annoyed","text":"It is impossible to claim the rewards and my coins are expiring. Annoyed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924536666","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969174293,"gmtCreate":1668391531612,"gmtModify":1676538049052,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"Sigh","listText":"Sigh","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969174293","repostId":"2283144175","repostType":4,"repost":{"id":"2283144175","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668383535,"share":"https://ttm.financial/m/news/2283144175?lang=&edition=fundamental","pubTime":"2022-11-14 07:52","market":"other","language":"en","title":"At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX","url":"https://stock-news.laohu8.com/highlight/detail?id=2283144175","media":"Reuters","summary":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankm","content":"<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</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>At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX</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\">\nAt Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-14 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283144175","content_text":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sourcesSpreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sourcesExecutives set up book-keeping \"back door\" that thwarted red flags - sourcesWhereabouts of missing funds is unknown - sources(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.The exchange's founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried's trading company Alameda Research, the people told Reuters.A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company's finances by top staff.Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.In text messages to Reuters, Bankman-Fried said he \"disagreed with the characterization\" of the $10 billion transfer.\"We didn't secretly transfer,\" he said. \"We had confusing internal labeling and misread it,\" he added, without elaborating.Asked about the missing funds, Bankman-Fried responded: \"???\"FTX and Alameda did not respond to requests for comment.In a tweet on Friday, Bankman-Fried said he was \"piecing together\" what had happened at FTX. \"I was shocked to see things unravel the way they did earlier this week,\" he wrote. \"I will, soon, write up a more complete post on the play by play.\"At the heart of FTX's problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX's digital token, worth at least $580 million, \"due to recent revelations.\" Four days before, news outlet CoinDesk reported that much of Alameda's $14.6 billion in assets were held in the token.That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX's shortfall, the two people with knowledge of FTX's finances said.Bankman-Fried confirmed to Reuters that the meeting took place.Bankman-Fried showed several spreadsheets to the heads of the company's regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda's assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don't know what became of it.In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a \"backdoor\" in FTX's book-keeping system, which was built using bespoke software.They said the \"backdoor\" allowed Bankman-Fried to execute commands that could alter the company's financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.In his text message to Reuters, Bankman-Fried denied implementing a \"backdoor\".The U.S. Securities and Exchange Commission is investigating FTX.com's handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.FTX's bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become one of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX's collapse is drawing comparisons to earlier major business meltdowns.On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074535969,"gmtCreate":1658370698451,"gmtModify":1676536149219,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>700","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>700","text":"$Tesla Motors(TSLA)$700","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074535969","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028450628,"gmtCreate":1653269695464,"gmtModify":1676535250716,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028450628","repostId":"2237847353","repostType":4,"repost":{"id":"2237847353","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653265754,"share":"https://ttm.financial/m/news/2237847353?lang=&edition=fundamental","pubTime":"2022-05-23 08:29","market":"us","language":"en","title":"Nvidia to Slow Hiring Amid Inflationary Environment","url":"https://stock-news.laohu8.com/highlight/detail?id=2237847353","media":"Dow Jones","summary":"Nvidia is slowing the pace of hiring, the company confirmed on Sunday.The chip maker joins several o","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is slowing the pace of hiring, the company confirmed on Sunday.</p><p>The chip maker joins several other major technology companies that have decided to be more prudent with their operating budgets in recent weeks.</p><p>On Friday, The New Indian Express  reported the semiconductor company&#39;s management has told its hiring managers to pare down hiring of new recruits.</p><p>&#34;We&#39;ve been extremely successful in hiring this year,&#34; a Nvidia spokesperson said in a statement to Barron&#39;s when asked for comment on the report. &#34;We&#39;re slowing for now to integrate these new employees and to focus our budget on taking care of existing employees as inflation persists.&#34;</p><p>The technology industry has been cutting back as it struggles to deal with rising inflation and a deteriorating global economic environment.</p><p>Earlier this month, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) revealed it had fired two senior executives, paused hiring for most roles, and plans to reduce cloud computing expenditures. Finally, Uber Technologies <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> has also emailed its employees to cut marketing and other expenses this month.</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 to Slow Hiring Amid Inflationary Environment</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 to Slow Hiring Amid Inflationary Environment\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\">2022-05-23 08:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is slowing the pace of hiring, the company confirmed on Sunday.</p><p>The chip maker joins several other major technology companies that have decided to be more prudent with their operating budgets in recent weeks.</p><p>On Friday, The New Indian Express  reported the semiconductor company&#39;s management has told its hiring managers to pare down hiring of new recruits.</p><p>&#34;We&#39;ve been extremely successful in hiring this year,&#34; a Nvidia spokesperson said in a statement to Barron&#39;s when asked for comment on the report. &#34;We&#39;re slowing for now to integrate these new employees and to focus our budget on taking care of existing employees as inflation persists.&#34;</p><p>The technology industry has been cutting back as it struggles to deal with rising inflation and a deteriorating global economic environment.</p><p>Earlier this month, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) revealed it had fired two senior executives, paused hiring for most roles, and plans to reduce cloud computing expenditures. Finally, Uber Technologies <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> has also emailed its employees to cut marketing and other expenses this month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237847353","content_text":"Nvidia is slowing the pace of hiring, the company confirmed on Sunday.The chip maker joins several other major technology companies that have decided to be more prudent with their operating budgets in recent weeks.On Friday, The New Indian Express  reported the semiconductor company's management has told its hiring managers to pare down hiring of new recruits.\"We've been extremely successful in hiring this year,\" a Nvidia spokesperson said in a statement to Barron's when asked for comment on the report. \"We're slowing for now to integrate these new employees and to focus our budget on taking care of existing employees as inflation persists.\"The technology industry has been cutting back as it struggles to deal with rising inflation and a deteriorating global economic environment.Earlier this month, Twitter (TWTR) revealed it had fired two senior executives, paused hiring for most roles, and plans to reduce cloud computing expenditures. Finally, Uber Technologies $(UBER)$ has also emailed its employees to cut marketing and other expenses this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028450959,"gmtCreate":1653269676271,"gmtModify":1676535250701,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"Scary times","listText":"Scary times","text":"Scary times","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028450959","repostId":"1162644158","repostType":4,"repost":{"id":"1162644158","kind":"news","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":1653259854,"share":"https://ttm.financial/m/news/1162644158?lang=&edition=fundamental","pubTime":"2022-05-23 06:50","market":"us","language":"en","title":"Bear Market, GDP, and Davos: What to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1162644158","media":"Reuters","summary":"The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdr","content":"<html><head></head><body><p>The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdrop of turbulent markets and an uncertain economic outlook.</p><p>For the first time in over two years, CEOs, politicians, and billionaires are set to congregate at the World Economic Forum following a pandemic-induced hiatus. Russia’s war in Ukraine, the COVID-19 pandemic, and worries of economic gloom will be among the key topics discussed, as the world&#39;s top leaders face the most uncertain outlook for global cooperation in years.</p><p>A top-of-mind issue for many Davos attendees will no doubt be recent turbulence in financial markets, as the S&amp;P 500 just completed its seventh consecutive week of losses, the longest streak since 2001. The benchmark index has fallen seven weeks in a row only twice since 1980, according to market data.</p><p>The S&amp;P 500 slid into bear market territory — defined as a 20% drop from recent highs — intraday on Friday, but a late afternoon rally prevented a close below this line. In the week ahead, traders will keep and eye on 3,837.24, with a close below this level confirming the S&amp;P 500&#39;s first bear market since 2020.</p><p>On the economic front, minutes from the Federal Reserve’s May 4 meeting are set for release on Wednesday, and are expected to give investors a better picture of where policymakers see interest rates headed in 2022. Uncertainty around the pace and magnitude of the Federal Reserve’s rate hiking cycle has pressured equity markets, with investors bracing for an economic slowdown as signs emerge that inflation is becoming entrenched in pockets of the economy.</p><p>A rash of U.S. economic data will also be closely watched by traders, particularly Thursday&#39;s second estimate of first quarter GDP growth. The nation’s gross domestic product – the broadest measure of economic activity – contracted at an annualized rate of 1.4% between January and March as lingering supply chain imbalances, inflation, and disruptions from war in Eastern Europe weighed on growth. The updated estimate is expected to show a revised contraction of 1.3%, according to Bloomberg estimates.</p><p>Elsewhere on the economic calendar, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE). PCE, the Federal Reserve&#39;s preferred inflation measure, will offer markets the latest look at how quickly prices are increasing across the country. Economists expect PCE to slightly abate, registering a monthly climb of 0.2% in April, down from last month’s reading of 0.9%, according to Bloomberg data. The reading would still mark the 17th consecutive monthly increase and mark a 6.2% increase in the index compared to last year.</p><p>Corporate earnings also remain in focus after big box retailers Walmart (WMT) and Target (TGT) spooked investors last week, as the retailers cut forecasts and told investors their inventory channels had become bloated. Target erased a quarter of its market value, and Walmart shares fell 20% – the biggest declines since the 1987 crash. The companies also dragged down the overall retail sector along with them — the SPDR S&amp;P Retail ETF (XRT) fell over 9% last week.</p><p>“Investors have been struggling with the three ‘Cs’ so far this year: central banks, conflict in Ukraine, and China’s recurring shutdowns,” Brian Jacobsen, senior investment strategist at Allspring Global Investments said. “This past week we had to add another &#39;C,&#39; compressing profit margins from big retailers.”</p><p>“There was bound to be some payback from the pandemic-induced profit surge a lot of companies experienced, but that payback might be bigger than originally thought,” Jacobsen noted. “Businesses have to deal with higher input costs, consumers crimped by high prices, and shifting spending patterns.”</p><p>Reports from more retailers are underway next week, with results due out from names including Macy’s (M), Dick&#39;s Sporting Goods (DKS), and Ulta Beauty (ULTA). The results are likely to provide more clarity to investors on the state of U.S. consumers and resilience of corporate profits in the face of persistent inflation.</p><p>&#34;Unfortunately there&#39;s no safe haven,” ER Shares chief operating officer Eva Ados told Yahoo Finance Live. “When we see the news that came out of consumer discretionary and staples, that shows the struggles that companies have regardless of their size, and ironically, these are the sectors – staples and consumer discretionary – that are viewed as safe havens in a bad economic market.&#34;</p><p>A lackluster earnings season is winding down. S&amp;P 500 companies reporting results for the first quarter have seen the largest negative price reaction to positive earnings per share surprises since 2011, according to data from FactSet.</p><p>As of Friday, 95% of the companies in the S&amp;P 500 have reported earnings for the first quarter, with 77% reflecting actual earnings per share above the mean EPS estimate. However, companies that have reported positive earnings surprises have seen an average price decrease of 0.5% two days before the earnings release through two days after the earnings release, per FactSet. This percentage decrease is well below the five-year average price increase of 0.8% during this same window for companies reporting positive earnings surprises.</p><p><b>Economic calendar</b></p><p>Monday: Chicago Fed National Activity Index, April (0.44 during prior month)</p><p>Tuesday: S&amp;P Global US Manufacturing PMI, May preliminary (57.8 expected, 59.2 during prior month); S&amp;P Global US Services PMI, May preliminary (55.5 expected, 55.6 during prior month); S&amp;P Global US Composite PMI, May preliminary (55.5 expected, 56.0 during prior month); Richmond Fed Manufacturing Index, May (12 expected, 14 during prior month); New Home Sales, April (750,000 expected, 763,000 during prior month); New Home Sales, month-over-month, April (-1.7%, -8.6% during prior month)</p><p>Wednesday: MBA Mortgage Applications, week ended May 20 (-11.0% during prior week); Durable goods orders, April preliminary (0.6% expected, 1.1% during prior month); Durables excluding transportation, April preliminary (0.6% expected, 1.4% during prior month); Non-defense capital goods orders excluding aircraft, April preliminary (0.5% expected, 1.3% during prior month) Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month); FOMC Meeting Minutes, May 4</p><p>Thursday: GDP Annualized, quarter-over-quarter, 1Q second (-1.3% expected, -1.4% prior); Personal Consumption, quarter-over-quarter, 1Q second (2.8% expected, 2.7% prior); GDP Price Index, quarter-over-quarter, 1Q second (8.0% expected, 8.0% prior); Core PCE, quarter-over-quarter, 1Q second (5.2% expected, 5.2% prior); Initial Jobless Claims, week ended May 21 (210,000 expected, 218,000 during prior week); Continuing Claims, week ended May 14 (1.310 million expected, 1.317 million during prior week); Pending Home Sales, month-over-month, April (-1.9% expected, -1.2% during prior month); Pending Home Sales NSA, year-over-year, April (-8.9% during prior month); Kansas City Fed Manufacturing Index, May (20 expected, 25 during prior month)</p><p>Friday: Advance Goods Trade Balance, April (-$114.8 billion expected, -$125.3 billion during prior month, revised to -$127.1 billion); Wholesale Inventories, month-over-month, April preliminary (2.0% expected, 2.3% during previous month), Personal Income, month-over-month, April (0.5% expected, 0.5% during prior month); Personal Spending, month-over-month, April (0.6% expected, 1.1% during prior month); Real Personal Spending, month-over-month, April (0.5% expected, 0.2% during prior month); Retail Inventories, month-over-month, April (2.0% during prior month); PCE Deflator, month-over-month, April (0.2% expected, 0.9% during prior month); PCE Deflator, year-over-year, April (6.2% expected, 6.6% during prior month); PCE Core Deflator, month-over-month, April (0.3% expected, 0.3% during prior month); PCE core deflator, year-over-year, April (4.9% expected, 5.2% during prior month); University of Michigan Sentiment, May final (59.1 expected, 59.1 during prior month); University of Michigan Current Conditions, May final (63.6 during prior month); University of Michigan Expectations, May final (56.3 during prior month); University of Michigan 1-Year Inflation, May final (5.4% during prior month); University of Michigan 5-10-Year Inflation, May final (3.0% during prior month)</p><p><b>Earnings calendar</b><img src=\"https://static.tigerbbs.com/c03112e83e14b0595f63b07b7c089c4f\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/>Monday</p><p>Before market open: No notable reports scheduled for release.</p><p>After market close: Zoom Video Communications (ZM), Advance Auto Parts (AAP), Nordson (NDSN)</p><p>Tuesday</p><p>Before market open: Autozone (AZO), Best Buy (BBY), Abercrombie and Fitch (ANF), Ralph Lauren (RL), Petco (WOOF)</p><p>After market close: Nordstrom (JWN), Agilent Technologies (A), Toll Brothers (TOL)</p><p>Wednesday</p><p>Before market open: Dick’s Sporting Goods (DKS), Express (EXPR), Bank of Montreal (BMO)</p><p>After market close: Nvidia (NDA), Box (BOX), Nutanix (NTNX)</p><p>Thursday</p><p>Before market open:, Macy’s (M), Dollar Tree (DLTR), Dollar General (DG), Ulta Beauty (ULTA), Lions Gate (LGF), VMware (VMW), Alibaba (BABA), Burlington Stores (BURL), Jack in the Box (JACK), Buckle (BKE)</p><p>After market close: Costco (COST), Dell Technologies (DELL), Gap (GPS), Autodesk (ADSK), Workday (WDAY), Sumo Logic (SUMO), American Eagle Outfitters (AEO)</p><p>Friday</p><p>Before market open: Big Lots (BIG), Pinduodo (PDD)</p><p>After market close: No notable reports scheduled for release.</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>Bear Market, GDP, and Davos: What to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nBear Market, GDP, and Davos: What to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-23 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdrop of turbulent markets and an uncertain economic outlook.</p><p>For the first time in over two years, CEOs, politicians, and billionaires are set to congregate at the World Economic Forum following a pandemic-induced hiatus. Russia’s war in Ukraine, the COVID-19 pandemic, and worries of economic gloom will be among the key topics discussed, as the world&#39;s top leaders face the most uncertain outlook for global cooperation in years.</p><p>A top-of-mind issue for many Davos attendees will no doubt be recent turbulence in financial markets, as the S&amp;P 500 just completed its seventh consecutive week of losses, the longest streak since 2001. The benchmark index has fallen seven weeks in a row only twice since 1980, according to market data.</p><p>The S&amp;P 500 slid into bear market territory — defined as a 20% drop from recent highs — intraday on Friday, but a late afternoon rally prevented a close below this line. In the week ahead, traders will keep and eye on 3,837.24, with a close below this level confirming the S&amp;P 500&#39;s first bear market since 2020.</p><p>On the economic front, minutes from the Federal Reserve’s May 4 meeting are set for release on Wednesday, and are expected to give investors a better picture of where policymakers see interest rates headed in 2022. Uncertainty around the pace and magnitude of the Federal Reserve’s rate hiking cycle has pressured equity markets, with investors bracing for an economic slowdown as signs emerge that inflation is becoming entrenched in pockets of the economy.</p><p>A rash of U.S. economic data will also be closely watched by traders, particularly Thursday&#39;s second estimate of first quarter GDP growth. The nation’s gross domestic product – the broadest measure of economic activity – contracted at an annualized rate of 1.4% between January and March as lingering supply chain imbalances, inflation, and disruptions from war in Eastern Europe weighed on growth. The updated estimate is expected to show a revised contraction of 1.3%, according to Bloomberg estimates.</p><p>Elsewhere on the economic calendar, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE). PCE, the Federal Reserve&#39;s preferred inflation measure, will offer markets the latest look at how quickly prices are increasing across the country. Economists expect PCE to slightly abate, registering a monthly climb of 0.2% in April, down from last month’s reading of 0.9%, according to Bloomberg data. The reading would still mark the 17th consecutive monthly increase and mark a 6.2% increase in the index compared to last year.</p><p>Corporate earnings also remain in focus after big box retailers Walmart (WMT) and Target (TGT) spooked investors last week, as the retailers cut forecasts and told investors their inventory channels had become bloated. Target erased a quarter of its market value, and Walmart shares fell 20% – the biggest declines since the 1987 crash. The companies also dragged down the overall retail sector along with them — the SPDR S&amp;P Retail ETF (XRT) fell over 9% last week.</p><p>“Investors have been struggling with the three ‘Cs’ so far this year: central banks, conflict in Ukraine, and China’s recurring shutdowns,” Brian Jacobsen, senior investment strategist at Allspring Global Investments said. “This past week we had to add another &#39;C,&#39; compressing profit margins from big retailers.”</p><p>“There was bound to be some payback from the pandemic-induced profit surge a lot of companies experienced, but that payback might be bigger than originally thought,” Jacobsen noted. “Businesses have to deal with higher input costs, consumers crimped by high prices, and shifting spending patterns.”</p><p>Reports from more retailers are underway next week, with results due out from names including Macy’s (M), Dick&#39;s Sporting Goods (DKS), and Ulta Beauty (ULTA). The results are likely to provide more clarity to investors on the state of U.S. consumers and resilience of corporate profits in the face of persistent inflation.</p><p>&#34;Unfortunately there&#39;s no safe haven,” ER Shares chief operating officer Eva Ados told Yahoo Finance Live. “When we see the news that came out of consumer discretionary and staples, that shows the struggles that companies have regardless of their size, and ironically, these are the sectors – staples and consumer discretionary – that are viewed as safe havens in a bad economic market.&#34;</p><p>A lackluster earnings season is winding down. S&amp;P 500 companies reporting results for the first quarter have seen the largest negative price reaction to positive earnings per share surprises since 2011, according to data from FactSet.</p><p>As of Friday, 95% of the companies in the S&amp;P 500 have reported earnings for the first quarter, with 77% reflecting actual earnings per share above the mean EPS estimate. However, companies that have reported positive earnings surprises have seen an average price decrease of 0.5% two days before the earnings release through two days after the earnings release, per FactSet. This percentage decrease is well below the five-year average price increase of 0.8% during this same window for companies reporting positive earnings surprises.</p><p><b>Economic calendar</b></p><p>Monday: Chicago Fed National Activity Index, April (0.44 during prior month)</p><p>Tuesday: S&amp;P Global US Manufacturing PMI, May preliminary (57.8 expected, 59.2 during prior month); S&amp;P Global US Services PMI, May preliminary (55.5 expected, 55.6 during prior month); S&amp;P Global US Composite PMI, May preliminary (55.5 expected, 56.0 during prior month); Richmond Fed Manufacturing Index, May (12 expected, 14 during prior month); New Home Sales, April (750,000 expected, 763,000 during prior month); New Home Sales, month-over-month, April (-1.7%, -8.6% during prior month)</p><p>Wednesday: MBA Mortgage Applications, week ended May 20 (-11.0% during prior week); Durable goods orders, April preliminary (0.6% expected, 1.1% during prior month); Durables excluding transportation, April preliminary (0.6% expected, 1.4% during prior month); Non-defense capital goods orders excluding aircraft, April preliminary (0.5% expected, 1.3% during prior month) Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month); FOMC Meeting Minutes, May 4</p><p>Thursday: GDP Annualized, quarter-over-quarter, 1Q second (-1.3% expected, -1.4% prior); Personal Consumption, quarter-over-quarter, 1Q second (2.8% expected, 2.7% prior); GDP Price Index, quarter-over-quarter, 1Q second (8.0% expected, 8.0% prior); Core PCE, quarter-over-quarter, 1Q second (5.2% expected, 5.2% prior); Initial Jobless Claims, week ended May 21 (210,000 expected, 218,000 during prior week); Continuing Claims, week ended May 14 (1.310 million expected, 1.317 million during prior week); Pending Home Sales, month-over-month, April (-1.9% expected, -1.2% during prior month); Pending Home Sales NSA, year-over-year, April (-8.9% during prior month); Kansas City Fed Manufacturing Index, May (20 expected, 25 during prior month)</p><p>Friday: Advance Goods Trade Balance, April (-$114.8 billion expected, -$125.3 billion during prior month, revised to -$127.1 billion); Wholesale Inventories, month-over-month, April preliminary (2.0% expected, 2.3% during previous month), Personal Income, month-over-month, April (0.5% expected, 0.5% during prior month); Personal Spending, month-over-month, April (0.6% expected, 1.1% during prior month); Real Personal Spending, month-over-month, April (0.5% expected, 0.2% during prior month); Retail Inventories, month-over-month, April (2.0% during prior month); PCE Deflator, month-over-month, April (0.2% expected, 0.9% during prior month); PCE Deflator, year-over-year, April (6.2% expected, 6.6% during prior month); PCE Core Deflator, month-over-month, April (0.3% expected, 0.3% during prior month); PCE core deflator, year-over-year, April (4.9% expected, 5.2% during prior month); University of Michigan Sentiment, May final (59.1 expected, 59.1 during prior month); University of Michigan Current Conditions, May final (63.6 during prior month); University of Michigan Expectations, May final (56.3 during prior month); University of Michigan 1-Year Inflation, May final (5.4% during prior month); University of Michigan 5-10-Year Inflation, May final (3.0% during prior month)</p><p><b>Earnings calendar</b><img src=\"https://static.tigerbbs.com/c03112e83e14b0595f63b07b7c089c4f\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/>Monday</p><p>Before market open: No notable reports scheduled for release.</p><p>After market close: Zoom Video Communications (ZM), Advance Auto Parts (AAP), Nordson (NDSN)</p><p>Tuesday</p><p>Before market open: Autozone (AZO), Best Buy (BBY), Abercrombie and Fitch (ANF), Ralph Lauren (RL), Petco (WOOF)</p><p>After market close: Nordstrom (JWN), Agilent Technologies (A), Toll Brothers (TOL)</p><p>Wednesday</p><p>Before market open: Dick’s Sporting Goods (DKS), Express (EXPR), Bank of Montreal (BMO)</p><p>After market close: Nvidia (NDA), Box (BOX), Nutanix (NTNX)</p><p>Thursday</p><p>Before market open:, Macy’s (M), Dollar Tree (DLTR), Dollar General (DG), Ulta Beauty (ULTA), Lions Gate (LGF), VMware (VMW), Alibaba (BABA), Burlington Stores (BURL), Jack in the Box (JACK), Buckle (BKE)</p><p>After market close: Costco (COST), Dell Technologies (DELL), Gap (GPS), Autodesk (ADSK), Workday (WDAY), Sumo Logic (SUMO), American Eagle Outfitters (AEO)</p><p>Friday</p><p>Before market open: Big Lots (BIG), Pinduodo (PDD)</p><p>After market close: No notable reports scheduled for release.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162644158","content_text":"The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdrop of turbulent markets and an uncertain economic outlook.For the first time in over two years, CEOs, politicians, and billionaires are set to congregate at the World Economic Forum following a pandemic-induced hiatus. Russia’s war in Ukraine, the COVID-19 pandemic, and worries of economic gloom will be among the key topics discussed, as the world's top leaders face the most uncertain outlook for global cooperation in years.A top-of-mind issue for many Davos attendees will no doubt be recent turbulence in financial markets, as the S&P 500 just completed its seventh consecutive week of losses, the longest streak since 2001. The benchmark index has fallen seven weeks in a row only twice since 1980, according to market data.The S&P 500 slid into bear market territory — defined as a 20% drop from recent highs — intraday on Friday, but a late afternoon rally prevented a close below this line. In the week ahead, traders will keep and eye on 3,837.24, with a close below this level confirming the S&P 500's first bear market since 2020.On the economic front, minutes from the Federal Reserve’s May 4 meeting are set for release on Wednesday, and are expected to give investors a better picture of where policymakers see interest rates headed in 2022. Uncertainty around the pace and magnitude of the Federal Reserve’s rate hiking cycle has pressured equity markets, with investors bracing for an economic slowdown as signs emerge that inflation is becoming entrenched in pockets of the economy.A rash of U.S. economic data will also be closely watched by traders, particularly Thursday's second estimate of first quarter GDP growth. The nation’s gross domestic product – the broadest measure of economic activity – contracted at an annualized rate of 1.4% between January and March as lingering supply chain imbalances, inflation, and disruptions from war in Eastern Europe weighed on growth. The updated estimate is expected to show a revised contraction of 1.3%, according to Bloomberg estimates.Elsewhere on the economic calendar, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE). PCE, the Federal Reserve's preferred inflation measure, will offer markets the latest look at how quickly prices are increasing across the country. Economists expect PCE to slightly abate, registering a monthly climb of 0.2% in April, down from last month’s reading of 0.9%, according to Bloomberg data. The reading would still mark the 17th consecutive monthly increase and mark a 6.2% increase in the index compared to last year.Corporate earnings also remain in focus after big box retailers Walmart (WMT) and Target (TGT) spooked investors last week, as the retailers cut forecasts and told investors their inventory channels had become bloated. Target erased a quarter of its market value, and Walmart shares fell 20% – the biggest declines since the 1987 crash. The companies also dragged down the overall retail sector along with them — the SPDR S&P Retail ETF (XRT) fell over 9% last week.“Investors have been struggling with the three ‘Cs’ so far this year: central banks, conflict in Ukraine, and China’s recurring shutdowns,” Brian Jacobsen, senior investment strategist at Allspring Global Investments said. “This past week we had to add another 'C,' compressing profit margins from big retailers.”“There was bound to be some payback from the pandemic-induced profit surge a lot of companies experienced, but that payback might be bigger than originally thought,” Jacobsen noted. “Businesses have to deal with higher input costs, consumers crimped by high prices, and shifting spending patterns.”Reports from more retailers are underway next week, with results due out from names including Macy’s (M), Dick's Sporting Goods (DKS), and Ulta Beauty (ULTA). The results are likely to provide more clarity to investors on the state of U.S. consumers and resilience of corporate profits in the face of persistent inflation.\"Unfortunately there's no safe haven,” ER Shares chief operating officer Eva Ados told Yahoo Finance Live. “When we see the news that came out of consumer discretionary and staples, that shows the struggles that companies have regardless of their size, and ironically, these are the sectors – staples and consumer discretionary – that are viewed as safe havens in a bad economic market.\"A lackluster earnings season is winding down. S&P 500 companies reporting results for the first quarter have seen the largest negative price reaction to positive earnings per share surprises since 2011, according to data from FactSet.As of Friday, 95% of the companies in the S&P 500 have reported earnings for the first quarter, with 77% reflecting actual earnings per share above the mean EPS estimate. However, companies that have reported positive earnings surprises have seen an average price decrease of 0.5% two days before the earnings release through two days after the earnings release, per FactSet. This percentage decrease is well below the five-year average price increase of 0.8% during this same window for companies reporting positive earnings surprises.Economic calendarMonday: Chicago Fed National Activity Index, April (0.44 during prior month)Tuesday: S&P Global US Manufacturing PMI, May preliminary (57.8 expected, 59.2 during prior month); S&P Global US Services PMI, May preliminary (55.5 expected, 55.6 during prior month); S&P Global US Composite PMI, May preliminary (55.5 expected, 56.0 during prior month); Richmond Fed Manufacturing Index, May (12 expected, 14 during prior month); New Home Sales, April (750,000 expected, 763,000 during prior month); New Home Sales, month-over-month, April (-1.7%, -8.6% during prior month)Wednesday: MBA Mortgage Applications, week ended May 20 (-11.0% during prior week); Durable goods orders, April preliminary (0.6% expected, 1.1% during prior month); Durables excluding transportation, April preliminary (0.6% expected, 1.4% during prior month); Non-defense capital goods orders excluding aircraft, April preliminary (0.5% expected, 1.3% during prior month) Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month); FOMC Meeting Minutes, May 4Thursday: GDP Annualized, quarter-over-quarter, 1Q second (-1.3% expected, -1.4% prior); Personal Consumption, quarter-over-quarter, 1Q second (2.8% expected, 2.7% prior); GDP Price Index, quarter-over-quarter, 1Q second (8.0% expected, 8.0% prior); Core PCE, quarter-over-quarter, 1Q second (5.2% expected, 5.2% prior); Initial Jobless Claims, week ended May 21 (210,000 expected, 218,000 during prior week); Continuing Claims, week ended May 14 (1.310 million expected, 1.317 million during prior week); Pending Home Sales, month-over-month, April (-1.9% expected, -1.2% during prior month); Pending Home Sales NSA, year-over-year, April (-8.9% during prior month); Kansas City Fed Manufacturing Index, May (20 expected, 25 during prior month)Friday: Advance Goods Trade Balance, April (-$114.8 billion expected, -$125.3 billion during prior month, revised to -$127.1 billion); Wholesale Inventories, month-over-month, April preliminary (2.0% expected, 2.3% during previous month), Personal Income, month-over-month, April (0.5% expected, 0.5% during prior month); Personal Spending, month-over-month, April (0.6% expected, 1.1% during prior month); Real Personal Spending, month-over-month, April (0.5% expected, 0.2% during prior month); Retail Inventories, month-over-month, April (2.0% during prior month); PCE Deflator, month-over-month, April (0.2% expected, 0.9% during prior month); PCE Deflator, year-over-year, April (6.2% expected, 6.6% during prior month); PCE Core Deflator, month-over-month, April (0.3% expected, 0.3% during prior month); PCE core deflator, year-over-year, April (4.9% expected, 5.2% during prior month); University of Michigan Sentiment, May final (59.1 expected, 59.1 during prior month); University of Michigan Current Conditions, May final (63.6 during prior month); University of Michigan Expectations, May final (56.3 during prior month); University of Michigan 1-Year Inflation, May final (5.4% during prior month); University of Michigan 5-10-Year Inflation, May final (3.0% during prior month)Earnings calendarMondayBefore market open: No notable reports scheduled for release.After market close: Zoom Video Communications (ZM), Advance Auto Parts (AAP), Nordson (NDSN)TuesdayBefore market open: Autozone (AZO), Best Buy (BBY), Abercrombie and Fitch (ANF), Ralph Lauren (RL), Petco (WOOF)After market close: Nordstrom (JWN), Agilent Technologies (A), Toll Brothers (TOL)WednesdayBefore market open: Dick’s Sporting Goods (DKS), Express (EXPR), Bank of Montreal (BMO)After market close: Nvidia (NDA), Box (BOX), Nutanix (NTNX)ThursdayBefore market open:, Macy’s (M), Dollar Tree (DLTR), Dollar General (DG), Ulta Beauty (ULTA), Lions Gate (LGF), VMware (VMW), Alibaba (BABA), Burlington Stores (BURL), Jack in the Box (JACK), Buckle (BKE)After market close: Costco (COST), Dell Technologies (DELL), Gap (GPS), Autodesk (ADSK), Workday (WDAY), Sumo Logic (SUMO), American Eagle Outfitters (AEO)FridayBefore market open: Big Lots (BIG), Pinduodo (PDD)After market close: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028425046,"gmtCreate":1653269400386,"gmtModify":1676535250631,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"Nice breakdown","listText":"Nice breakdown","text":"Nice breakdown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028425046","repostId":"1146605260","repostType":2,"repost":{"id":"1146605260","kind":"news","pubTimestamp":1651233943,"share":"https://ttm.financial/m/news/1146605260?lang=&edition=fundamental","pubTime":"2022-04-29 20:05","market":"us","language":"en","title":"Palantir: Brace For Impact","url":"https://stock-news.laohu8.com/highlight/detail?id=1146605260","media":"seekingalpha","summary":"SummaryPalantir will be reporting its Q1 FY22 results on May 9.The company is likely to post muted r","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will be reporting its Q1 FY22 results on May 9.</li><li>The company is likely to post muted results for its government segment.</li><li>Investors should pay attention to Palantir&#39;s customer count, its remaining deal value, segment financials, and management&#39;s outlook for Q2.</li><li>Its total revenue for Q1 should come in around $445 million.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1dd5b97056ed938a6a5450f3e16388d\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Palantir Technologies Inc. (NYSE:PLTR) is scheduled to report its Q1 FY22 earnings report on May 9. Investors are eagerly awaiting a large-enough revenue beat to reinvigorate its declining stock price. While that&#39;s one keyitem to track, investors may also want to closely monitor Palantir&#39;s customer count, remaining deal value, its bifurcated financials and its management&#39;s revenue outlook. These items will better highlight the company&#39;s near-term growth prospects and are likely to influence its share price in the coming days and weeks.</p><p>Let&#39;s take a closer look to gain a better understanding of it all.</p><p><b>Measuring Customer Traction</b></p><p>An oft-cited qualm when evaluating Palantir is the general concern that it has no real moat and that it&#39;s prone to a business slowdown. Therefore, for investors, the first order of business should be to closely examine if the company is showing any signs of operational or financial slowdown. We can track the former by looking at Palantir&#39;s customer count.</p><p>See, if Palantir&#39;s business is indeed slowing down, then it&#39;d be due to a saturating customer base or order book. On the contrary, if its customer base expands rapidly, then it suggests that the company&#39;s revenue growth is likely to remain at elevated levels, if not accelerating further. That&#39;s why it&#39;s important for us to keep tabs on Palantir&#39;s customer count. Any fluctuation here can provide us with leading insights about Palantir&#39;s growth momentum.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50e6bbbe21d19cc19aec2f9347e77c9d\" tg-width=\"640\" tg-height=\"508\" width=\"100%\" height=\"auto\"/><span>BusinessQuant.com</span></p><p>Palantir&#39;s management has done a fantastic job, especially in the past few quarters, in expanding their customer base rapidly. They&#39;ve rolled out flexible payment terms to onboard more small and medium enterprises, offered free trials to large enterprises, and also expanded their sales team significantly. So, I expect them to continue adding new customers to the roster at a rapid rate in Q1 as well. My guesstimate is that they&#39;d close Q1 with around 260 customers, up 74% year over year.</p><p>But that&#39;s not all. After all, what good are the new customers if Palantir&#39;s order book is shrinking. It would, again, point to an inevitable slowdown in growth. So, to address this very concern, we must also track Palantir&#39;s remaining deal value. It&#39;s basically the dollar-value of all the orders that Palantir is yet to generate revenue on. It&#39;s akin to the order backlog figure that we commonly track in engineering firms.</p><p>I think it&#39;s needless to say, but it&#39;s in the best interest of the company and its shareholders if Palantir&#39;s remaining deal value continues to expand. It&#39;ll point to a growing revenue pipeline and would present the possibility of a sales growth acceleration sometime in the future. An even better scenario would be if Palantir&#39;s remaining deal value growth outpaces its customer growth. It would mean that Palantir&#39;s growing customer base and actively signed contracts with the company increased their average contract value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d35c9fab4240ea5da89e41f6bcff8bd\" tg-width=\"640\" tg-height=\"512\" width=\"100%\" height=\"auto\"/><span>BusinessQuant.com</span></p><p>Only time will tell what the actual scenario turns out to be. But for the time being at least, I&#39;m expecting Palantir&#39;s remaining deal value to grow in tandem with its customer count at 74% during Q1 FY22. This would put the figure to be somewhere around $4.87 billion for the said quarter.</p><p>But having said that, let&#39;s now shift attention to Palantir&#39;s financials.</p><p><b>Bifurcated Financials</b></p><p>Palantir segregates its revenue in two reportable segments, namely, government and commercial. Its government segment accounts for 55% of the overall top-line and comprises of contracts received from U.S. and international government agencies. Although this revenue stream has grown at 20%-plus rates in the past, its growth momentum has tempered of late due to the larger base effect and arguably also due to market saturation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b201aaa43b924acc350a9b6a0ad1b5\" tg-width=\"640\" tg-height=\"546\" width=\"100%\" height=\"auto\"/><span>BusinessQuant.com</span></p><p>I expect Palantir&#39;s government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn&#39;t won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn&#39;t announced any major order wins that would trump this decline. This suggests that Palantir&#39;s government segment will be revenue challenged in Q1.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1aab6d5164a79c88c6a14eb48fca844d\" tg-width=\"640\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Federal Procurement Data System</span></p><p>What can potentially drive growth here, however, is that its existing government clients could ramp up their spending under their existing contracts. This won&#39;t be a big catalyst but it may be sufficient to nudge the company&#39;s government revenue higher on a sequential basis. So, I&#39;m estimating Palantir&#39;s government revenue to grow marginally by 2%, quarter on quarter, with the revenue figure amounting to about $246 million in Q1.</p><p>Moving on, Palantir&#39;s commercial segment accounts for the remaining 45% of its total sales. This particular revenue stream has been growing at a relatively faster rate largely on the back of aggressive sales and marketing efforts, such as offering free promotional access to its platforms, easier payment terms and by expanding its direct sales teams.</p><p>Since these sales and marketing efforts are ongoing, rather than being one-time efforts, they&#39;re likely to continue bolstering Palantir&#39;s commercial revenue growth in coming quarters as well. However, we must also take into account that the segment has posted muted results in Palantir&#39;s prior Q1s. This indicates that there&#39;s a cyclical element at play which is likely to hamper Palantir&#39;s commercial revenue growth in its upcoming earnings report. So, as far as Q1 is concerned, I&#39;m expecting Palantir&#39;s commercial revenue to come in at $202 million, up just 4% sequentially.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5ddd4f11a06c419ac78ff6afdf6bf5\" tg-width=\"640\" tg-height=\"196\" width=\"100%\" height=\"auto\"/><span>BusinessQuant.com</span></p><p>This brings us to a company-wide revenue estimate of $445.5 million, which would be up 2.9% sequentially and up 30.6% YOY. Coincidentally, my revenue estimate lines up with the Street&#39;s average estimate of $443 million.</p><p>But having said that, investors should also pay close attention to the management&#39;s revenue outlook for Q2 and for the rest of the year. Specifically, how is their revenue going to fare now that their customer count has risen significantly over the past year, whilst new contract wins from the US government have seemingly slowed down. This will be another key marker during the company&#39;s Q1 earnings report.</p><p><b>Final Thoughts</b></p><p>Palantir&#39;s shares are down 55% over the last 6 months alone, and they seem to trade at a steep discount when compared with some of the rapidly growing software infrastructure companies. This makes it an attractive buy for growth-seeking investors, especially for those with a multi-year time horizon. So, in light of its attractive valuations and a range of initiatives to drive growth, I remain bullish on Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a84026e3648cea6b8b551cf6b798a68\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"/><span>BusinessQuant.com</span></p><p>Having said that, Palantir&#39;s upcoming earnings report might turn out to be a pivotal moment wherein we&#39;ll get clarity on whether the slowdown is behind us or if it&#39;s going to worsen in the coming quarters. So, as far as Q1 is concerned, investors may want to keep a close eye on Palantir&#39;s customer count, remaining deal value, its segment financials and management&#39;s revenue outlook for Q2. These items are likely going to dictate where its shares head next. Good Luck!</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: Brace For Impact</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: Brace For Impact\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 20:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4504014-palantir-brace-for-impact><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will be reporting its Q1 FY22 results on May 9.The company is likely to post muted results for its government segment.Investors should pay attention to Palantir's customer count, its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4504014-palantir-brace-for-impact\">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://seekingalpha.com/article/4504014-palantir-brace-for-impact","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146605260","content_text":"SummaryPalantir will be reporting its Q1 FY22 results on May 9.The company is likely to post muted results for its government segment.Investors should pay attention to Palantir's customer count, its remaining deal value, segment financials, and management's outlook for Q2.Its total revenue for Q1 should come in around $445 million.Michael Vi/iStock Editorial via Getty ImagesPalantir Technologies Inc. (NYSE:PLTR) is scheduled to report its Q1 FY22 earnings report on May 9. Investors are eagerly awaiting a large-enough revenue beat to reinvigorate its declining stock price. While that's one keyitem to track, investors may also want to closely monitor Palantir's customer count, remaining deal value, its bifurcated financials and its management's revenue outlook. These items will better highlight the company's near-term growth prospects and are likely to influence its share price in the coming days and weeks.Let's take a closer look to gain a better understanding of it all.Measuring Customer TractionAn oft-cited qualm when evaluating Palantir is the general concern that it has no real moat and that it's prone to a business slowdown. Therefore, for investors, the first order of business should be to closely examine if the company is showing any signs of operational or financial slowdown. We can track the former by looking at Palantir's customer count.See, if Palantir's business is indeed slowing down, then it'd be due to a saturating customer base or order book. On the contrary, if its customer base expands rapidly, then it suggests that the company's revenue growth is likely to remain at elevated levels, if not accelerating further. That's why it's important for us to keep tabs on Palantir's customer count. Any fluctuation here can provide us with leading insights about Palantir's growth momentum.BusinessQuant.comPalantir's management has done a fantastic job, especially in the past few quarters, in expanding their customer base rapidly. They've rolled out flexible payment terms to onboard more small and medium enterprises, offered free trials to large enterprises, and also expanded their sales team significantly. So, I expect them to continue adding new customers to the roster at a rapid rate in Q1 as well. My guesstimate is that they'd close Q1 with around 260 customers, up 74% year over year.But that's not all. After all, what good are the new customers if Palantir's order book is shrinking. It would, again, point to an inevitable slowdown in growth. So, to address this very concern, we must also track Palantir's remaining deal value. It's basically the dollar-value of all the orders that Palantir is yet to generate revenue on. It's akin to the order backlog figure that we commonly track in engineering firms.I think it's needless to say, but it's in the best interest of the company and its shareholders if Palantir's remaining deal value continues to expand. It'll point to a growing revenue pipeline and would present the possibility of a sales growth acceleration sometime in the future. An even better scenario would be if Palantir's remaining deal value growth outpaces its customer growth. It would mean that Palantir's growing customer base and actively signed contracts with the company increased their average contract value.BusinessQuant.comOnly time will tell what the actual scenario turns out to be. But for the time being at least, I'm expecting Palantir's remaining deal value to grow in tandem with its customer count at 74% during Q1 FY22. This would put the figure to be somewhere around $4.87 billion for the said quarter.But having said that, let's now shift attention to Palantir's financials.Bifurcated FinancialsPalantir segregates its revenue in two reportable segments, namely, government and commercial. Its government segment accounts for 55% of the overall top-line and comprises of contracts received from U.S. and international government agencies. Although this revenue stream has grown at 20%-plus rates in the past, its growth momentum has tempered of late due to the larger base effect and arguably also due to market saturation.BusinessQuant.comI expect Palantir's government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn't won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn't announced any major order wins that would trump this decline. This suggests that Palantir's government segment will be revenue challenged in Q1.Federal Procurement Data SystemWhat can potentially drive growth here, however, is that its existing government clients could ramp up their spending under their existing contracts. This won't be a big catalyst but it may be sufficient to nudge the company's government revenue higher on a sequential basis. So, I'm estimating Palantir's government revenue to grow marginally by 2%, quarter on quarter, with the revenue figure amounting to about $246 million in Q1.Moving on, Palantir's commercial segment accounts for the remaining 45% of its total sales. This particular revenue stream has been growing at a relatively faster rate largely on the back of aggressive sales and marketing efforts, such as offering free promotional access to its platforms, easier payment terms and by expanding its direct sales teams.Since these sales and marketing efforts are ongoing, rather than being one-time efforts, they're likely to continue bolstering Palantir's commercial revenue growth in coming quarters as well. However, we must also take into account that the segment has posted muted results in Palantir's prior Q1s. This indicates that there's a cyclical element at play which is likely to hamper Palantir's commercial revenue growth in its upcoming earnings report. So, as far as Q1 is concerned, I'm expecting Palantir's commercial revenue to come in at $202 million, up just 4% sequentially.BusinessQuant.comThis brings us to a company-wide revenue estimate of $445.5 million, which would be up 2.9% sequentially and up 30.6% YOY. Coincidentally, my revenue estimate lines up with the Street's average estimate of $443 million.But having said that, investors should also pay close attention to the management's revenue outlook for Q2 and for the rest of the year. Specifically, how is their revenue going to fare now that their customer count has risen significantly over the past year, whilst new contract wins from the US government have seemingly slowed down. This will be another key marker during the company's Q1 earnings report.Final ThoughtsPalantir's shares are down 55% over the last 6 months alone, and they seem to trade at a steep discount when compared with some of the rapidly growing software infrastructure companies. This makes it an attractive buy for growth-seeking investors, especially for those with a multi-year time horizon. So, in light of its attractive valuations and a range of initiatives to drive growth, I remain bullish on Palantir.BusinessQuant.comHaving said that, Palantir's upcoming earnings report might turn out to be a pivotal moment wherein we'll get clarity on whether the slowdown is behind us or if it's going to worsen in the coming quarters. So, as far as Q1 is concerned, investors may want to keep a close eye on Palantir's customer count, remaining deal value, its segment financials and management's revenue outlook for Q2. These items are likely going to dictate where its shares head next. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021365992,"gmtCreate":1653006563416,"gmtModify":1676535205832,"author":{"id":"3574595664255534","authorId":"3574595664255534","name":"Sogon","avatar":"https://static.tigerbbs.com/5f976e066a7b05d035ba174a06f3d8eb","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574595664255534","authorIdStr":"3574595664255534"},"themes":[],"htmlText":"Wow wow wow","listText":"Wow wow wow","text":"Wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021365992","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}