semsem personal page - To The Moon

semsem

semsem

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2021-08-21

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2021-08-21

That's wonderful

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2021-08-20

Good

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2021-06-03

Cool

Zoom Earnings Beat Expectations: 5 Key Metrics You Should See

2021-06-02

Wonderful ?

AMC Stock Is Surging Again. How to Make Sense of the Move.

2021-08-21

I think that's totally right

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2021-08-21

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2021-08-02

That's really good ?

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2021-06-21

Ok

Orphazyme rose more than 6% in premarket trading

2021-09-13

$Jamf Holding(JAMF)$wise choice to earn money

2021-08-21

Good

Did The Fed's Monetary Policy Experiment Just Fail?

2021-08-21

Very good, I really like

Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028

2021-08-21

That's good

Market Rally Finds Support Amid Fed Taper Talk; Nvidia, Cisco, Target Earnings In Focus, Tesla AI Day Touts 'Tesla Bot': Weekly Review

2021-08-02

Good

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2022-11-30

Good 👍

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2021-08-21

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2021-08-02

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NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading

2021-08-02

Good

Intel’s New CEO Vows to Move Faster. Will It Help the Stock?

2021-08-02

Good ?

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2023-12-28

What's the best today?

Go to Tiger App to see more news

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security services. Shares of the Austin, Texas-based company tumbled 20.9% to $109.12 in premarket trading Wednesday.</li></ul><ul><li>Wall Street expects <b>XPeng</b> to report quarterly earnings at $-0.36 per share on revenue of $1.01 billion <i>before the opening</i> bell. XPeng shares jumped 12.5% to $8.26 in premarket trading Wednesday.</li></ul><ul><li>Analysts are expecting <b>Salesforce, Inc.</b> to have earned $1.21 per share on revenue of $7.82 billion for the latest quarter. The company will release earnings after the markets close. Salesforce shares rose 0.7% to $152.75 in premarket trading Wednesday.</li></ul><ul><li><b>Workday, Inc.</b> reported better-than-expected earnings for its third quarter on Tuesday. Workday shares jumped 8.5% to $155.50 in the after-hours trading session Tuesday.</li></ul><ul><li>Wall Street expects <b>Hormel Foods Corporation</b> to report quarterly earnings at $0.50 per share on revenue of $3.38 million <i>before the opening</i> bell. Hormel Foods shares fell 0.6% to $47.90 in after-hours trading Tuesday.</li></ul><ul><li><b>Hewlett Packard Enterprise Company</b> posted upbeat results for its fourth quarter and issued strong forecast for the first quarter. Hewlett Packard Enterprise shares gained 3.5% to $16 in premarket trading Wednesday.</li><li>Analysts expect <b>Donaldson Company, Inc.</b> to post quarterly earnings at $0.71 per share on revenue of $827.04 million before the opening bell. Donaldson shares dropped 2.7% to $57.58 in after-hours trading Tuesday.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike, XPeng, Salesforce, Workday And More: U.S. Stocks To Watch</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\">\nCrowdStrike, XPeng, Salesforce, Workday And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-11-30 17:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>CrowdStrike Holdings Inc</b> forecast fourth-quarter revenue below Wall Street estimates, as an economic downturn hit spending for its cyber security services. Shares of the Austin, Texas-based company tumbled 20.9% to $109.12 in premarket trading Wednesday.</li></ul><ul><li>Wall Street expects <b>XPeng</b> to report quarterly earnings at $-0.36 per share on revenue of $1.01 billion <i>before the opening</i> bell. XPeng shares jumped 12.5% to $8.26 in premarket trading Wednesday.</li></ul><ul><li>Analysts are expecting <b>Salesforce, Inc.</b> to have earned $1.21 per share on revenue of $7.82 billion for the latest quarter. The company will release earnings after the markets close. Salesforce shares rose 0.7% to $152.75 in premarket trading Wednesday.</li></ul><ul><li><b>Workday, Inc.</b> reported better-than-expected earnings for its third quarter on Tuesday. Workday shares jumped 8.5% to $155.50 in the after-hours trading session Tuesday.</li></ul><ul><li>Wall Street expects <b>Hormel Foods Corporation</b> to report quarterly earnings at $0.50 per share on revenue of $3.38 million <i>before the opening</i> bell. Hormel Foods shares fell 0.6% to $47.90 in after-hours trading Tuesday.</li></ul><ul><li><b>Hewlett Packard Enterprise Company</b> posted upbeat results for its fourth quarter and issued strong forecast for the first quarter. Hewlett Packard Enterprise shares gained 3.5% to $16 in premarket trading Wednesday.</li><li>Analysts expect <b>Donaldson Company, Inc.</b> to post quarterly earnings at $0.71 per share on revenue of $827.04 million before the opening bell. Donaldson shares dropped 2.7% to $57.58 in after-hours trading Tuesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","WDAY":"Workday","XPEV":"小鹏汽车","CRWD":"CrowdStrike Holdings, Inc.","HRL":"荷美尔","DCI":"唐纳森","HPE":"慧与科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121046362","content_text":"With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:CrowdStrike Holdings Inc forecast fourth-quarter revenue below Wall Street estimates, as an economic downturn hit spending for its cyber security services. Shares of the Austin, Texas-based company tumbled 20.9% to $109.12 in premarket trading Wednesday.Wall Street expects XPeng to report quarterly earnings at $-0.36 per share on revenue of $1.01 billion before the opening bell. XPeng shares jumped 12.5% to $8.26 in premarket trading Wednesday.Analysts are expecting Salesforce, Inc. to have earned $1.21 per share on revenue of $7.82 billion for the latest quarter. The company will release earnings after the markets close. Salesforce shares rose 0.7% to $152.75 in premarket trading Wednesday.Workday, Inc. reported better-than-expected earnings for its third quarter on Tuesday. Workday shares jumped 8.5% to $155.50 in the after-hours trading session Tuesday.Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.38 million before the opening bell. Hormel Foods shares fell 0.6% to $47.90 in after-hours trading Tuesday.Hewlett Packard Enterprise Company posted upbeat results for its fourth quarter and issued strong forecast for the first quarter. Hewlett Packard Enterprise shares gained 3.5% to $16 in premarket trading Wednesday.Analysts expect Donaldson Company, Inc. to post quarterly earnings at $0.71 per share on revenue of $827.04 million before the opening bell. Donaldson shares dropped 2.7% to $57.58 in after-hours trading Tuesday.","news_type":1,"symbols_score_info":{"HPE":0.9,"CRM":0.9,"XPEV":0.9,"CRWD":0.9,"WDAY":0.9,"HRL":0.9,"DCI":0.9}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962524090,"gmtCreate":1669811811810,"gmtModify":1676538248080,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Very nice&nbsp;","listText":"Very nice&nbsp;","text":"Very nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962524090","repostId":"1196653595","repostType":4,"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869297498,"gmtCreate":1632289287414,"gmtModify":1676530744192,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>good choice","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>good choice","text":"$Jamf Holding(JAMF)$good 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?","images":[{"img":"https://static.tigerbbs.com/9a644c82db1637fd4de505bc17369b1f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882932532","isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886258789,"gmtCreate":1631598560441,"gmtModify":1676530586110,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>ggood choice","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>ggood choice","text":"$Intel(INTC)$ggood 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?","images":[{"img":"https://static.tigerbbs.com/9af30fba2e67459e07d40c73388ac08b","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888570439","isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888926449,"gmtCreate":1631424649281,"gmtModify":1676530546517,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Nothing","listText":"Nothing","text":"Nothing","images":[{"img":"https://static.tigerbbs.com/9a644c82db1637fd4de505bc17369b1f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888926449","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888928781,"gmtCreate":1631424535443,"gmtModify":1676530546492,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>first stock I invest with","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>first stock I invest with","text":"$Starbucks(SBUX)$first stock I invest with","images":[{"img":"https://static.tigerbbs.com/60a8e668a6b41b431294f99b5a754cbc","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881257492","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881382565,"gmtCreate":1631293245457,"gmtModify":1676530523234,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>ggood choice to earn moneyWhat do you think?","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>ggood choice to earn moneyWhat do you think?","text":"$Jamf Holding(JAMF)$ggood choice to earn moneyWhat do you think?","images":[{"img":"https://static.tigerbbs.com/2c3b839e4562432d14dfaf8481b33b2d","width":"1080","height":"2234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881382565","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889085646,"gmtCreate":1631092058085,"gmtModify":1676530465333,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$Bilibili Inc.(BILI)$</a>aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again","listText":"<a href=\"https://laohu8.com/S/BILI\">$Bilibili Inc.(BILI)$</a>aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again","text":"$Bilibili Inc.(BILI)$aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again","images":[{"img":"https://static.tigerbbs.com/785040c5f8a92142f262604fabc7129e","width":"1080","height":"2416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889085646","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880907860,"gmtCreate":1631005506050,"gmtModify":1676530440275,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$Bilibili Inc.(BILI)$</a>very good choice to earn moneyDo you think that it will raise again today or no, and why?For high experience minded ?","listText":"<a href=\"https://laohu8.com/S/BILI\">$Bilibili Inc.(BILI)$</a>very good choice to earn moneyDo you think that it will raise again today or no, and why?For high experience minded ?","text":"$Bilibili Inc.(BILI)$very good choice to earn moneyDo you think that it will raise again today or no, and why?For high experience minded ?","images":[{"img":"https://static.tigerbbs.com/2a6e68de021206cbe8ec8a2dbcb02b0f","width":"1080","height":"2416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880907860","isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":836297180,"gmtCreate":1629496250640,"gmtModify":1676530057156,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's wonderful ?","listText":"That's wonderful ?","text":"That's wonderful ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/836297180","repostId":"2160710721","repostType":4,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836294431,"gmtCreate":1629496185123,"gmtModify":1676530057134,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's wonderful","listText":"That's wonderful","text":"That's wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/836294431","repostId":"1191201221","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836825048,"gmtCreate":1629471058484,"gmtModify":1676530052958,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836825048","repostId":"2160105657","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111334556,"gmtCreate":1622651890275,"gmtModify":1704188242237,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111334556","repostId":"1190877618","repostType":4,"repost":{"id":"1190877618","kind":"news","pubTimestamp":1622646647,"share":"https://ttm.financial/m/news/1190877618?lang=en_US&edition=fundamental","pubTime":"2021-06-02 23:10","market":"us","language":"en","title":"Zoom Earnings Beat Expectations: 5 Key Metrics You Should See","url":"https://stock-news.laohu8.com/highlight/detail?id=1190877618","media":"Motley Fool","summary":"The videoconferencing specialist also raised its full-year outlook.","content":"<p><b>Zoom Video Communications</b>&nbsp;(NASDAQ:ZM)&nbsp;reported powerful results for its first quarter of fiscal 2022, which ended on April 30. The videoconferencing specialist's business continued to get a tailwind from the COVID-19 pandemic, which has driven a surge in the number of people using its services for working, learning, and socializing from home.</p>\n<p>Shares of Zoom (which&nbsp;went public&nbsp;in April 2019) are up 2.8% on Wednesday as of 9:35 a.m. EDT. We can attribute the market's initial positive reaction to both revenue and earnings handily beating the Wall Street consensus estimates, fiscal Q2 guidance for both the top and bottom lines also easily surpassing analysts' expectations, and management raising its full-year outlook for both revenue and earnings.</p>\n<p>The market's reaction is muted because while year-over-year growth is still strong, it's slowing and expected to continue to slow. As I wrote in my&nbsp;earnings preview, this \"report marks Zoom's last relatively easy year-over-year comparable. It covers the period from February through April, so the year-ago period includes only about one and a half months that got a boost from the pandemic.\"</p>\n<p>Below is an overview of Zoom's quarter, along with its outlook.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/966adfe1ca445c638f2694f4b31d4801\" tg-width=\"2000\" tg-height=\"1142\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Revenue jumped 191%</b></p>\n<p>Zoom's fiscal first-quarter sales soared 191% year over year (and 8.4% from the prior quarter) to $956.2 million. This result sped by the $905.7 million analysts were expecting and the company's guidance of $900 million to $905 million. Growth was driven by the addition of new customers and expansion of the services the company provides to existing customers.</p>\n<p>For context, in the prior two quarters, Zoom's revenue surged 369% (fourth quarter of fiscal 2021) and 367% (third quarter of fiscal 2021) year over year. For the full fiscal year 2021, revenue rocketed 326% year over year to $2.65 billion.</p>\n<p>Here's a look at key customer metrics:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5697cb46c57d25575c9631bc374bfa72\" tg-width=\"1151\" tg-height=\"431\"><span>DATA SOURCE: ZOOM VIDEO COMMUNICATIONS. YOY = YEAR OVER YEAR.</span></p>\n<p>For context, last quarter, the number of customers with more than 10 employees skyrocketed 470% year over year to 467,000, and the number of customers contributing more than $100,000 in trailing-12-month revenue jumped 156% to 1,644.</p>\n<p>While year-over-year growth in the first metric is slowing, this is not the case with the second metric, whose year-over-year growth was about the same as last quarter.</p>\n<p><b>2. Adjusted operating income soared 634%</b></p>\n<p>Income from operations under generally accepted accounting principles (GAAP) was $226.3 million, a nearly tenfold increase from the year-ago period. Adjusted for one-time items, operating income came in at $400.9 million, up 634% year over year.</p>\n<p><b>3. Adjusted EPS surged 560%</b></p>\n<p>GAAP net income was $227.4 million, or $0.74 per share, up from $0.09 per share in the year-ago period. Adjusted net income landed at $402.1 million, or $1.32 per share, up 560% year over year.</p>\n<p>Wall Street had been looking for adjusted earnings per share (EPS) of $0.99, so the company easily beat the profit expectation. It also zoomed by its own guidance of $0.95 to $0.97.</p>\n<p><b>4. Operating cash flow rose 106%</b></p>\n<p>In fiscal Q1, operating cash flow grew 106% year over year to $533.3 million. Free cash flow increased 80% to $454.2 million.</p>\n<p>The company ended the period with $4.7 billion in available cash, cash equivalents, and marketable securities.</p>\n<p><b>5. Fiscal 2022 revenue is expected to jump about 50%</b></p>\n<p>For the second quarter of fiscal 2022, Zoom management guided for revenue between $985 million and $990 million, representing growth of 49% year over year at the midpoint. It also expects adjusted EPS of $1.14 to $1.15, representing growth of 24% to 25%.</p>\n<p>Going into the report, Wall Street had been modeling for fiscal Q2 adjusted EPS of $0.94 on revenue of $931.6 million. So Zoom's outlook on both the top and bottom lines breezed by analysts' expectations.</p>\n<p>For full-year fiscal 2022, management raised its guidance as follows:</p>\n<ul>\n <li>Revenue of $3.975 billion to $3.99 billion, up from the prior range of $3.76 billion to $3.78 billion.</li>\n <li>Adjusted EPS of $4.56 to $4.61, up from $3.59 to $3.65.</li>\n</ul>\n<p>The current full-year outlook represents expected annual revenue growth of 50% to 51% and adjusted EPS growth of 37% to 38%.</p>\n<p><b>Another fantastic quarter</b></p>\n<p>Zoom turned in fantastic Q1 results. Naturally, the company's year-over-year growth should slow as its comparables become extremely tough starting in Q2. Moreover, the fact that the pandemic is easing will likely hurt growth to some degree, but the company still has much long-term growth potential.</p>\n<p>Investors should be heartened by the solid Q2 outlook, keeping in mind the company has a track record of easily beating its guidance. In other words, it's probably safe to say that we can expect Q2 revenue growth of more than 49% and adjusted EPS growth of more than 25% year over year.</p>","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>Zoom Earnings Beat Expectations: 5 Key Metrics You Should See</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\">\nZoom Earnings Beat Expectations: 5 Key Metrics You Should See\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/02/zoom-earnings-beat-expectations-5-key-metrics-you/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zoom Video Communications (NASDAQ:ZM) reported powerful results for its first quarter of fiscal 2022, which ended on April 30. The videoconferencing specialist's business continued to get a tailwind ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/02/zoom-earnings-beat-expectations-5-key-metrics-you/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/06/02/zoom-earnings-beat-expectations-5-key-metrics-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190877618","content_text":"Zoom Video Communications (NASDAQ:ZM) reported powerful results for its first quarter of fiscal 2022, which ended on April 30. The videoconferencing specialist's business continued to get a tailwind from the COVID-19 pandemic, which has driven a surge in the number of people using its services for working, learning, and socializing from home.\nShares of Zoom (which went public in April 2019) are up 2.8% on Wednesday as of 9:35 a.m. EDT. We can attribute the market's initial positive reaction to both revenue and earnings handily beating the Wall Street consensus estimates, fiscal Q2 guidance for both the top and bottom lines also easily surpassing analysts' expectations, and management raising its full-year outlook for both revenue and earnings.\nThe market's reaction is muted because while year-over-year growth is still strong, it's slowing and expected to continue to slow. As I wrote in my earnings preview, this \"report marks Zoom's last relatively easy year-over-year comparable. It covers the period from February through April, so the year-ago period includes only about one and a half months that got a boost from the pandemic.\"\nBelow is an overview of Zoom's quarter, along with its outlook.\nIMAGE SOURCE: GETTY IMAGES.\n1. Revenue jumped 191%\nZoom's fiscal first-quarter sales soared 191% year over year (and 8.4% from the prior quarter) to $956.2 million. This result sped by the $905.7 million analysts were expecting and the company's guidance of $900 million to $905 million. Growth was driven by the addition of new customers and expansion of the services the company provides to existing customers.\nFor context, in the prior two quarters, Zoom's revenue surged 369% (fourth quarter of fiscal 2021) and 367% (third quarter of fiscal 2021) year over year. For the full fiscal year 2021, revenue rocketed 326% year over year to $2.65 billion.\nHere's a look at key customer metrics:\nDATA SOURCE: ZOOM VIDEO COMMUNICATIONS. YOY = YEAR OVER YEAR.\nFor context, last quarter, the number of customers with more than 10 employees skyrocketed 470% year over year to 467,000, and the number of customers contributing more than $100,000 in trailing-12-month revenue jumped 156% to 1,644.\nWhile year-over-year growth in the first metric is slowing, this is not the case with the second metric, whose year-over-year growth was about the same as last quarter.\n2. Adjusted operating income soared 634%\nIncome from operations under generally accepted accounting principles (GAAP) was $226.3 million, a nearly tenfold increase from the year-ago period. Adjusted for one-time items, operating income came in at $400.9 million, up 634% year over year.\n3. Adjusted EPS surged 560%\nGAAP net income was $227.4 million, or $0.74 per share, up from $0.09 per share in the year-ago period. Adjusted net income landed at $402.1 million, or $1.32 per share, up 560% year over year.\nWall Street had been looking for adjusted earnings per share (EPS) of $0.99, so the company easily beat the profit expectation. It also zoomed by its own guidance of $0.95 to $0.97.\n4. Operating cash flow rose 106%\nIn fiscal Q1, operating cash flow grew 106% year over year to $533.3 million. Free cash flow increased 80% to $454.2 million.\nThe company ended the period with $4.7 billion in available cash, cash equivalents, and marketable securities.\n5. Fiscal 2022 revenue is expected to jump about 50%\nFor the second quarter of fiscal 2022, Zoom management guided for revenue between $985 million and $990 million, representing growth of 49% year over year at the midpoint. It also expects adjusted EPS of $1.14 to $1.15, representing growth of 24% to 25%.\nGoing into the report, Wall Street had been modeling for fiscal Q2 adjusted EPS of $0.94 on revenue of $931.6 million. So Zoom's outlook on both the top and bottom lines breezed by analysts' expectations.\nFor full-year fiscal 2022, management raised its guidance as follows:\n\nRevenue of $3.975 billion to $3.99 billion, up from the prior range of $3.76 billion to $3.78 billion.\nAdjusted EPS of $4.56 to $4.61, up from $3.59 to $3.65.\n\nThe current full-year outlook represents expected annual revenue growth of 50% to 51% and adjusted EPS growth of 37% to 38%.\nAnother fantastic quarter\nZoom turned in fantastic Q1 results. Naturally, the company's year-over-year growth should slow as its comparables become extremely tough starting in Q2. Moreover, the fact that the pandemic is easing will likely hurt growth to some degree, but the company still has much long-term growth potential.\nInvestors should be heartened by the solid Q2 outlook, keeping in mind the company has a track record of easily beating its guidance. In other words, it's probably safe to say that we can expect Q2 revenue growth of more than 49% and adjusted EPS growth of more than 25% year over year.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111014655,"gmtCreate":1622644223077,"gmtModify":1704187979791,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Wonderful ?","listText":"Wonderful ?","text":"Wonderful ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/111014655","repostId":"1188552613","repostType":4,"repost":{"id":"1188552613","kind":"news","pubTimestamp":1622627641,"share":"https://ttm.financial/m/news/1188552613?lang=en_US&edition=fundamental","pubTime":"2021-06-02 17:54","market":"us","language":"en","title":"AMC Stock Is Surging Again. How to Make Sense of the Move.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188552613","media":"Barrons","summary":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, th","content":"<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of&nbsp;GameStop&nbsp;and&nbsp;BlackBerry&nbsp;into speculative territory.</p>\n<p>But it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.</p>\n<p>Shares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office.&nbsp;Shares were up another 34%, to $42.92, in premarket trading Wednesday.</p>\n<p>Even if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.</p>\n<p>AMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.</p>\n<p>So, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.</p>\n<p>Back then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.</p>\n<p>The upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&amp;P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.</p>\n<p>In those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.</p>\n<p>Maybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.</p>\n<p>If AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.</p>\n<p>Then, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&amp;P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.</p>\n<p>There are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.</p>\n<p>Also, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.</p>\n<p>AMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.</p>\n<p>There is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.</p>\n<p>AMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.</p>\n<p>Wall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.</p>\n<p>Analysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.</p>\n<p>And that’s just another way of saying that AMC bulls are a long way from making the math work.</p>","source":"lsy1601382232898","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>AMC Stock Is Surging Again. How to Make Sense of the Move.</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\">\nAMC Stock Is Surging Again. How to Make Sense of the Move.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188552613","content_text":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into speculative territory.\nBut it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.\nShares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office. Shares were up another 34%, to $42.92, in premarket trading Wednesday.\nEven if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.\nAMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.\nSo, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.\nBack then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.\nThe upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.\nIn those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.\nMaybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.\nIf AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.\nThen, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.\nThere are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.\nAlso, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.\nAMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.\nThere is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.\nAMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.\nWall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.\nAnalysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.\nAnd that’s just another way of saying that AMC bulls are a long way from making the math work.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836230843,"gmtCreate":1629496508782,"gmtModify":1676530057167,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"I think that's totally right","listText":"I think that's totally right","text":"I think that's totally right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836230843","repostId":"2160710910","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836684468,"gmtCreate":1629476452954,"gmtModify":1676530055357,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's good","listText":"That's good","text":"That's good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836684468","repostId":"1129576857","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805590180,"gmtCreate":1627889228040,"gmtModify":1703497252001,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's really good ?","listText":"That's really good ?","text":"That's really good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805590180","repostId":"2156169743","repostType":4,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167644763,"gmtCreate":1624267555452,"gmtModify":1703831977911,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167644763","repostId":"1184501396","repostType":4,"repost":{"id":"1184501396","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624267024,"share":"https://ttm.financial/m/news/1184501396?lang=en_US&edition=fundamental","pubTime":"2021-06-21 17:17","market":"us","language":"en","title":"Orphazyme rose more than 6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184501396","media":"Tiger Newspress","summary":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a c","content":"<p>(June 21)&nbsp;Orphazyme rose more than 6% in premarket trading.&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of&nbsp;<b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last&nbsp;Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>","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>Orphazyme rose more than 6% in premarket trading</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\">\nOrphazyme rose more than 6% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-21 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 21)&nbsp;Orphazyme rose more than 6% in premarket trading.&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of&nbsp;<b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last&nbsp;Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184501396","content_text":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.\nSo what\nThe FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.\nInstead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.\nMany institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.\nNow what\nAccording to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.\nSome shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.\nDespite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.","news_type":1,"symbols_score_info":{"ORPH":0.9}},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888579901,"gmtCreate":1631512686503,"gmtModify":1676530562308,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wise choice to earn money","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wise choice to earn money","text":"$Jamf Holding(JAMF)$wise choice to earn money","images":[{"img":"https://static.tigerbbs.com/9af30fba2e67459e07d40c73388ac08b","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888579901","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836230979,"gmtCreate":1629496397991,"gmtModify":1676530057165,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836230979","repostId":"1102227761","repostType":4,"repost":{"id":"1102227761","kind":"news","pubTimestamp":1629471126,"share":"https://ttm.financial/m/news/1102227761?lang=en_US&edition=fundamental","pubTime":"2021-08-20 22:52","market":"us","language":"en","title":"Did The Fed's Monetary Policy Experiment Just Fail?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102227761","media":"zerohedge","summary":"Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence ","content":"<p>Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.</p>\n<blockquote>\n <i>“U.S. consumer sentiment dropped sharply in early August to its lowest level in a decade, in a worrying sign for the economy as Americans gave faltering outlooks on everything from personal finances to inflation and employment,” – Reuters</i>\n</blockquote>\n<p>However, to understand why I am asking the question, we have to revisit what<b><i>Ben Bernanke said in 2010</i></b>&nbsp;to support the idea of a second round of<i>&nbsp;“Quantitative Easing.”</i></p>\n<blockquote>\n <i><b>“This approach eased financial conditions in the past and, so far, looks to be effective again. Stock prices rose, and long-term interest rates fell when investors began to anticipate the most recent action.</b></i>\n <i>&nbsp;Easier financial conditions will promote economic growth. For example, lower mortgage rates will make housing more affordable and allow more homeowners to refinance. Lower corporate bond rates will encourage investment.&nbsp;</i>\n <i><b>And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending.”</b></i>\n</blockquote>\n<p>What he is referring to is known as&nbsp;<b><i>“Animal Spirits.”</i></b></p>\n<p>Animal spirits came from the Latin term “<i>spiritus animals,”</i>&nbsp;which means the&nbsp;<b><i>“breath that awakens the human mind.”</i></b>Its modern usage came about in John Maynard Keynes’ 1936 publication, “<i>The General Theory of Employment, Interest, and Money.”</i><b>Ultimately, “animal spirits was adopted by Wall Street to describe the psychological factors driving investor actions.</b></p>\n<p>Specifically, Ben Bernanke realized that investors would respond to that stimulus and increase asset prices by providing accommodation.</p>\n<p>In other words, as long as individuals&nbsp;<i>“believe”</i>&nbsp;the Fed is lifting asset prices higher, they take action buying stocks and driving asset prices higher.<b>&nbsp;Thus, investor actions deliver the desired outcome.</b></p>\n<p><b>It Was All Going According To Plan</b></p>\n<p>Since the Fed began its monetary interventions, the correlation between the asset prices and confidence remains high.</p>\n<p><img src=\"https://static.tigerbbs.com/210d14dd122881846ea4226effb170ea\" tg-width=\"821\" tg-height=\"453\" width=\"100%\" height=\"auto\">As noted, the entire premise of monetary policy was to spur consumer spending. Everything seemed to be according to plan.</p>\n<p><img src=\"https://static.tigerbbs.com/a31f98451c5ad7cde0311565779e07d4\" tg-width=\"806\" tg-height=\"519\" width=\"100%\" height=\"auto\"></p>\n<p>The problem was that while the Fed lifted asset prices, the economy didn’t strengthen as expected. As discussed recently:</p>\n<blockquote>\n <i>“However, while the Federal Reserve got the desired outcome of increasing asset prices,&nbsp;“quantitative easing”&nbsp;failed to&nbsp;“trickle down.”&nbsp;</i>\n <i><b>Despite the massive expansion of the Fed’s balance sheet and the surge in asset prices, there was relatively little translation into wages, full-time employment, or corporate profits after tax which ultimately triggered very little economic growth.</b></i>\n <i>“</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/923d35054ec8eb34d9d199db7ba16dff\" tg-width=\"1280\" tg-height=\"731\" width=\"100%\" height=\"auto\"><i><b>“Since 2007, the stock market returned nearly 200%, which is more than twice the growth in GDP and nearly 4-times the growth in corporate revenue.</b></i><i>(I use SALES growth as it happens at the top line of income statements and is not subject to as much manipulation.)”</i></p>\n<p><img src=\"https://static.tigerbbs.com/d910672559685cf118f6432ec179f623\" tg-width=\"816\" tg-height=\"460\" width=\"100%\" height=\"auto\">Again, it was all going according to plan, sort of.</p>\n<p>Until now.</p>\n<p>Did The Monetary Policy Experiment Just Fail?</p>\n<blockquote>\n <i><b>“Over the past half century, the Sentiment Index has only recorded larger losses in six other surveys, all connected to sudden negative changes in the economy,”</b></i>\n <i>&nbsp;Richard Curtin, chief economist for the University of Michigan’s Surveys of Consumers, said in a release.&nbsp;</i>\n <i><b>Two of those larger month-over-month movers were April 2020 amid the pandemic and October 2008, during the financial crisis.”</b></i>\n <i>&nbsp;– CNBC</i>\n</blockquote>\n<p>The decline was extremely sharp.</p>\n<blockquote>\n <i>“Not only was the release dramatically worse than the last update, but it was a huge miss relative to expectations.&nbsp;Today’s release came in 11 points below expectations.&nbsp;The only other month going back to 1999 that even comes close was a 9.9 point miss in February 2004.”</i>&nbsp;–&nbsp;\n <i>Bespoke Investment Group</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/48d9e9971844a0831e2d30ca9b39ccf1\" tg-width=\"643\" tg-height=\"446\" width=\"100%\" height=\"auto\"></p>\n<p>The mainstream analysis missed that the correlation between confidence and markets broke down in 2019. Notably, while the Fed is engaged in monetizing $120 billion in debt monthly, higher asset prices isn’t inflating confidence.</p>\n<p><img src=\"https://static.tigerbbs.com/0c81d4d0c3d54051c8dcbb6f97c1132c\" tg-width=\"817\" tg-height=\"449\" width=\"100%\" height=\"auto\"></p>\n<p>That breakdown of consumer confidence will likely show up in consumption in the coming quarter. Such is mainly due to stimulus and other financial supports fading.</p>\n<p><img src=\"https://static.tigerbbs.com/2b4f7d9af8367c18d35e786425f006f9\" tg-width=\"805\" tg-height=\"521\" width=\"100%\" height=\"auto\"></p>\n<p>A decent warning sign such may be the case was the weak retail sales report this past week. The large gap between retail sales and employment will likely get filled sooner than expected and not necessarily by higher employment.</p>\n<p><img src=\"https://static.tigerbbs.com/fa41872f9faf9a53e0b2b8c568860dc6\" tg-width=\"1009\" tg-height=\"557\" width=\"100%\" height=\"auto\">If the most giant&nbsp;<i>“monetary policy experiment”</i>&nbsp;just failed, the Fed has an enormous problem.</p>\n<p><b>The Problem For The Fed</b></p>\n<p>Over the next couple of weeks, all eyes are on the Fed. Lately, there has been an abundance of communication from Fed members discussing the need to&nbsp;<i>“taper”</i>&nbsp;its monetary interventions.</p>\n<p>As Morgan Stanley recently noted:</p>\n<blockquote>\n <i>“If the July FOMC minutes suggest that there was strong consensus and Chair Powell’s indication on tapering at Jackson Hole is therefore much firmer, we could see that as consistent with the FOMC gearing up to move on tapering sooner.”</i>\n</blockquote>\n<p>Such is something the markets are probably not ready for.</p>\n<p>So far, market participants have ignored weakening economic data, the collapse of Afghanistan, and rising risks of infections across the U.S.&nbsp;<b>As long as the Fed is engaged in providing liquidity, the&nbsp;</b><b><i>“risk of missing out”</i></b><b>&nbsp;outweighs being more conservative with allocations.</b></p>\n<p>However, the Fed remains trapped between two very tough policy choices.</p>\n<p><b>The system has elevated inflation levels, as indicated by the spread between the PPI and CPI inflation measures.</b>Currently, with PPI at the highest spread to CPI in history, it suggests producers can’t pass on costs to customers.&nbsp;<b>Such equates to weaker profit margins and earnings in the future.</b>However, if they elect to pass those costs onto consumers, such will raise living costs well above wages.</p>\n<p><img src=\"https://static.tigerbbs.com/dbb6d94a3f3346f37f7cfb8fe9fcbf80\" tg-width=\"966\" tg-height=\"514\" width=\"100%\" height=\"auto\">With unemployment levels dropping, and inflation rising, the Fed should be tapering monetary policy.</p>\n<p>However, the reduction in liquidity will trigger a decline in asset prices, hinder consumer confidence, and contract economic growth further.</p>\n<p>It’s a tough choice.</p>\n<p><b>Conclusion</b></p>\n<p>We agree with Morgan Stanley’s assessment on the likely path of “taper” when it comes.</p>\n<blockquote>\n <i>“</i>\n <i><b>The path of least resistance is to follow the path most traveled, that is, the playbook established in the last cycle when the Fed began to reduce its purchases of longer-term assets following the 2013 taper tantrum.</b></i>\n <i>&nbsp;That playbook included a long lead-time to signal the start, a promise that tapering would be gradual and flexible,</i>\n <i><b>&nbsp;and assurances to the market that tapering would have nothing to do with the timing of first rate hike.</b></i>\n <i>&nbsp;Indeed, the Fed did not first raise rates until six months following the end of tapering.”</i>\n</blockquote>\n<p>While such is undoubtedly the path of least resistance, it is unlikely the market will like it much. As discussed in<b>&nbsp;</b><b><i>“3-Signs Of The Next Bear Market:”</i></b></p>\n<blockquote>\n <i>“Therefore, it should also not be surprising that when the Fed starts&nbsp;‘tapering’&nbsp;their bond purchases, the market tends to witness increased volatility. The grey shaded bars in the chart below show when the balance sheet is either flat or contracting.”</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3897c4cb768c4b4b960e6bc88b8444fe\" tg-width=\"962\" tg-height=\"563\" width=\"100%\" height=\"auto\">Notably, the time from the initial tapering of assets and a market correction is almost immediate.</p>\n<p>If&nbsp;<i>“monetary policy”</i>&nbsp;has lost effectiveness in supporting consumer confidence and “animal spirits,” the significant risk to investors could be a market decline the Fed cannot halt.</p>\n<p>Currently, investors are highly confident the Fed can support markets against any risk.</p>\n<p>But what if they can’t?</p>","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>Did The Fed's Monetary Policy Experiment Just Fail?</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\">\nDid The Fed's Monetary Policy Experiment Just Fail?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/did-feds-monetary-policy-experiment-just-fail><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.\n\n“U.S. consumer sentiment dropped sharply in early...</p>\n\n<a href=\"https://www.zerohedge.com/markets/did-feds-monetary-policy-experiment-just-fail\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/did-feds-monetary-policy-experiment-just-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102227761","content_text":"Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.\n\n“U.S. consumer sentiment dropped sharply in early August to its lowest level in a decade, in a worrying sign for the economy as Americans gave faltering outlooks on everything from personal finances to inflation and employment,” – Reuters\n\nHowever, to understand why I am asking the question, we have to revisit whatBen Bernanke said in 2010 to support the idea of a second round of “Quantitative Easing.”\n\n“This approach eased financial conditions in the past and, so far, looks to be effective again. Stock prices rose, and long-term interest rates fell when investors began to anticipate the most recent action.\n Easier financial conditions will promote economic growth. For example, lower mortgage rates will make housing more affordable and allow more homeowners to refinance. Lower corporate bond rates will encourage investment. \nAnd higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending.”\n\nWhat he is referring to is known as “Animal Spirits.”\nAnimal spirits came from the Latin term “spiritus animals,” which means the “breath that awakens the human mind.”Its modern usage came about in John Maynard Keynes’ 1936 publication, “The General Theory of Employment, Interest, and Money.”Ultimately, “animal spirits was adopted by Wall Street to describe the psychological factors driving investor actions.\nSpecifically, Ben Bernanke realized that investors would respond to that stimulus and increase asset prices by providing accommodation.\nIn other words, as long as individuals “believe” the Fed is lifting asset prices higher, they take action buying stocks and driving asset prices higher. Thus, investor actions deliver the desired outcome.\nIt Was All Going According To Plan\nSince the Fed began its monetary interventions, the correlation between the asset prices and confidence remains high.\nAs noted, the entire premise of monetary policy was to spur consumer spending. Everything seemed to be according to plan.\n\nThe problem was that while the Fed lifted asset prices, the economy didn’t strengthen as expected. As discussed recently:\n\n“However, while the Federal Reserve got the desired outcome of increasing asset prices, “quantitative easing” failed to “trickle down.” \nDespite the massive expansion of the Fed’s balance sheet and the surge in asset prices, there was relatively little translation into wages, full-time employment, or corporate profits after tax which ultimately triggered very little economic growth.\n“\n\n“Since 2007, the stock market returned nearly 200%, which is more than twice the growth in GDP and nearly 4-times the growth in corporate revenue.(I use SALES growth as it happens at the top line of income statements and is not subject to as much manipulation.)”\nAgain, it was all going according to plan, sort of.\nUntil now.\nDid The Monetary Policy Experiment Just Fail?\n\n“Over the past half century, the Sentiment Index has only recorded larger losses in six other surveys, all connected to sudden negative changes in the economy,”\n Richard Curtin, chief economist for the University of Michigan’s Surveys of Consumers, said in a release. \nTwo of those larger month-over-month movers were April 2020 amid the pandemic and October 2008, during the financial crisis.”\n – CNBC\n\nThe decline was extremely sharp.\n\n“Not only was the release dramatically worse than the last update, but it was a huge miss relative to expectations. Today’s release came in 11 points below expectations. The only other month going back to 1999 that even comes close was a 9.9 point miss in February 2004.” – \n Bespoke Investment Group\n\n\nThe mainstream analysis missed that the correlation between confidence and markets broke down in 2019. Notably, while the Fed is engaged in monetizing $120 billion in debt monthly, higher asset prices isn’t inflating confidence.\n\nThat breakdown of consumer confidence will likely show up in consumption in the coming quarter. Such is mainly due to stimulus and other financial supports fading.\n\nA decent warning sign such may be the case was the weak retail sales report this past week. The large gap between retail sales and employment will likely get filled sooner than expected and not necessarily by higher employment.\nIf the most giant “monetary policy experiment” just failed, the Fed has an enormous problem.\nThe Problem For The Fed\nOver the next couple of weeks, all eyes are on the Fed. Lately, there has been an abundance of communication from Fed members discussing the need to “taper” its monetary interventions.\nAs Morgan Stanley recently noted:\n\n“If the July FOMC minutes suggest that there was strong consensus and Chair Powell’s indication on tapering at Jackson Hole is therefore much firmer, we could see that as consistent with the FOMC gearing up to move on tapering sooner.”\n\nSuch is something the markets are probably not ready for.\nSo far, market participants have ignored weakening economic data, the collapse of Afghanistan, and rising risks of infections across the U.S. As long as the Fed is engaged in providing liquidity, the “risk of missing out” outweighs being more conservative with allocations.\nHowever, the Fed remains trapped between two very tough policy choices.\nThe system has elevated inflation levels, as indicated by the spread between the PPI and CPI inflation measures.Currently, with PPI at the highest spread to CPI in history, it suggests producers can’t pass on costs to customers. Such equates to weaker profit margins and earnings in the future.However, if they elect to pass those costs onto consumers, such will raise living costs well above wages.\nWith unemployment levels dropping, and inflation rising, the Fed should be tapering monetary policy.\nHowever, the reduction in liquidity will trigger a decline in asset prices, hinder consumer confidence, and contract economic growth further.\nIt’s a tough choice.\nConclusion\nWe agree with Morgan Stanley’s assessment on the likely path of “taper” when it comes.\n\n“\nThe path of least resistance is to follow the path most traveled, that is, the playbook established in the last cycle when the Fed began to reduce its purchases of longer-term assets following the 2013 taper tantrum.\n That playbook included a long lead-time to signal the start, a promise that tapering would be gradual and flexible,\n and assurances to the market that tapering would have nothing to do with the timing of first rate hike.\n Indeed, the Fed did not first raise rates until six months following the end of tapering.”\n\nWhile such is undoubtedly the path of least resistance, it is unlikely the market will like it much. As discussed in “3-Signs Of The Next Bear Market:”\n\n“Therefore, it should also not be surprising that when the Fed starts ‘tapering’ their bond purchases, the market tends to witness increased volatility. The grey shaded bars in the chart below show when the balance sheet is either flat or contracting.”\n\nNotably, the time from the initial tapering of assets and a market correction is almost immediate.\nIf “monetary policy” has lost effectiveness in supporting consumer confidence and “animal spirits,” the significant risk to investors could be a market decline the Fed cannot halt.\nCurrently, investors are highly confident the Fed can support markets against any risk.\nBut what if they can’t?","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836297751,"gmtCreate":1629496339073,"gmtModify":1676530057149,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Very good, I really like","listText":"Very good, I really like","text":"Very good, I really like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836297751","repostId":"1189743420","repostType":4,"repost":{"id":"1189743420","kind":"news","pubTimestamp":1629472706,"share":"https://ttm.financial/m/news/1189743420?lang=en_US&edition=fundamental","pubTime":"2021-08-20 23:18","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1189743420","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN)","content":"<p>Think of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> stock as a proxy on the torrid growth of cloud computing giants&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;(AMZN),&nbsp;<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>&nbsp;(MSFT) and&nbsp;<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>'s (GOOGL) Google.</p>\n<p>Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p>\n<p>In a \"coopetition\" model, the&nbsp;cloud giants&nbsp;give their customers a green light to buy&nbsp;<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p>\n<p>Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from&nbsp;<b><a href=\"https://laohu8.com/S/TDC\">Teradata</a></b>&nbsp;(TDC),&nbsp;<b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b>&nbsp;(ORCL) and&nbsp;<b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>&nbsp;(IBM).</p>\n<p>One Snowflake customer is pharma giant&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>&nbsp;(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the&nbsp;distribution of the Covid-19 vaccine.</p>\n<p><b>Snowflake Stock: Competition Increasing From Google Cloud?</b></p>\n<p>Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p>\n<p>But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.</p>\n<p>Snowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.</p>\n<p>Snowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p>\n<p>At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p>\n<p>The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p>\n<p><b>Possible Threat From Amazon</b></p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p>\n<p>Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding round&nbsp;valued Databricks at $28 billion.</p>\n<p>Databricks, which uses&nbsp;artificial intelligence, is expected to launch its own IPO.</p>\n<p>Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p>\n<p>Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p>\n<p><b>SNOW Stock: <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Veterans Lead Company</b></p>\n<p>Snowflake brought in&nbsp;Frank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p>\n<p>Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p>\n<p>Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p>\n<p>Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p>\n<p>In June, Snowflake partnered with&nbsp;<b><a href=\"https://laohu8.com/S/AI\">C3.ai, Inc.</a></b>&nbsp;(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p><b>Amazon Web Services A 'Frenemy'</b></p>\n<p>\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p>\n<p>\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p>\n<p>Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p>\n<p>When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiders&nbsp;super-voting rights. However, Snowflake eliminated the dual-class structure in March.</p>\n<p>Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p>\n<p><b>Snowflake Stock Fundamental Analysis</b></p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as&nbsp;<b><a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a></b>&nbsp;(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p>\n<p>Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p>\n<p>Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p>\n<p>Snowflake's revenue growth stands out. <a href=\"https://laohu8.com/S/FBNC\">First</a>-quarter&nbsp;sales jumped 110%to $228.9 million. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p>\n<p>\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" <a href=\"https://laohu8.com/S/MFG\">Mizuho</a> Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p>\n<p>Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p>\n<p>Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p>\n<p><b>SNOW Stock Operates In The Red</b></p>\n<p>In the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.</p>\n<p>Snowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.</p>\n<p>Snowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.</p>\n<p>Still, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.</p>\n<p>\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.</p>\n<p><b>SNOW Stock Technical Analysis</b></p>\n<p>Snowflake stock went public on Sept. 16 at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p>\n<p>SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p>\n<p>Snowflake stock forged a&nbsp;cup-with-handle base&nbsp;over the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p>\n<p>Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software <a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> group stayed resilient. The Computer-Software <a href=\"https://laohu8.com/S/EFSC\">Enterprise</a> group did not break down until mid-February amid a market rotation to value.</p>\n<p>Snowflake stock hit a 12-month low of 184.71 on May 13.</p>\n<p><b>Is Snowflake Stock A Buy Right Now?</b></p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Rating&nbsp;of 44 out of a best possible 99, according to&nbsp;IBD Stock Checkup.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>One plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to&nbsp;IBD Market&nbsp;Smith&nbsp;analysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>SNOW stock has yet to&nbsp;form a base&nbsp;with a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p>\n<p>As of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.</p>","source":"lsy1610449120050","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>Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028</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\">\nIs Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google.\nMany companies are turning to cloud computing ...</p>\n\n<a href=\"https://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189743420","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, the cloud giants give their customers a green light to buy Snowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from Teradata (TDC), Oracle (ORCL) and IBM (IBM).\nOne Snowflake customer is pharma giant Pfizer (PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the distribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.\nSnowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.\nSnowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.\nSnowflake stock hit an all-time high of 429 in early December. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding round valued Databricks at $28 billion.\nDatabricks, which uses artificial intelligence, is expected to launch its own IPO.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought in Frank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered with C3.ai, Inc. (AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiders super-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as Salesforce.com (CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. First-quarter sales jumped 110%to $228.9 million. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSNOW Stock Operates In The Red\nIn the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.\nSnowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.\nSnowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.\nStill, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.\nGoldman Sachs analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.\n\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16 at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged a cup-with-handle base over the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Rating of 44 out of a best possible 99, according to IBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to IBD Market Smith analysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet to form a base with a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.\nAs of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836297828,"gmtCreate":1629496284664,"gmtModify":1676530057157,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's good","listText":"That's good","text":"That's good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836297828","repostId":"2160710461","repostType":4,"repost":{"id":"2160710461","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1629472143,"share":"https://ttm.financial/m/news/2160710461?lang=en_US&edition=fundamental","pubTime":"2021-08-20 23:09","market":"us","language":"en","title":"Market Rally Finds Support Amid Fed Taper Talk; Nvidia, Cisco, Target Earnings In Focus, Tesla AI Day Touts 'Tesla Bot': Weekly Review","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710461","media":"Investors","summary":"Stocks fell this week on Fed taper talk, but found key support. Nvidia led earnings winners. Elon Musk teased a Tesla Bot.","content":"<p>The stock market rally suffered losses in the latest week, amid Fed taper talk, some weak economic data and further <a href=\"https://laohu8.com/S/CAAS\">China</a> crackdowns on private enterprise. But the Dow Jones and S&amp;P 500 index found support at their 50-day lines; the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, after falling below the 50-day, regained that key level on Friday. Market breadth weakened further over the week. <b><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b>, <b><a href=\"https://laohu8.com/S/CSCO\">Cisco</a></b>, <b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.</b> and <b><a href=\"https://laohu8.com/S/M\">Macy's</a></b> were earnings winners, but <b><a href=\"https://laohu8.com/S/HD\">Home Depot</a></b> and <b><a href=\"https://laohu8.com/S/TGT\">Target</a></b> sold off. At Tesla AI Day, Elon Musk said he'll likely have a prototype humanoid robot by next year.</p>\n<h2>Stock Market Rally Finds Support</h2>\n<p>The stock market rally retreated this past week as the Fed signaled it could begin tapering bond buys this year. Some weak economic data in the U.S. and China also didn't help. But the Dow Jones, S&amp;P 500 and, ultimately, the Nasdaq found support around the 50-day line. Market breadth remains narrow. Crude oil prices fell sharply, with copper and industrial metals also down.</p>\n<h2>Fed Eyes Exit Amid Mixed Economic Data</h2>\n<p>The Federal Reserve is getting ready to start tapering bond buys before year-end, according to minutes from the July Fed meeting. That comes amid mixed economic data. July retail sales fell 1.1%, as Americans balked at soaring auto prices. Ex auto sales unexpectedly dipped 0.4%. Americans also are spending less on housing-related items and e-commerce sites. <a href=\"https://laohu8.com/S/QSR\">Restaurant</a> revenue rose, though rising Covid cases could curb dining out again. Homebuilder confidence fell from very high levels, as high prices deter potential buyers. Jobless claims hit a post-pandemic low but regional factory gauges were weaker than expected. Chinese retail sales and industrial production growth slowed more than expected in July, as floods and Covid restrictions took their toll.</p>\n<h2>Nvidia Earnings Delight</h2>\n<p>Graphics-chip maker <b>Nvidia</b> reported an 89% EPS gain as sales climbed 68% to $6.51 billion amid strong gaming and data center chip sales. Nvidia also raised guidance. Shares rose on earnings, but were down for the week. Chip-equipment supplier <b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a></b> and chipmaker <b><a href=\"https://laohu8.com/S/ADI\">Analog Devices</a></b> delivered beat-and-raise reports. However, shares of both companies wavered on the news.</p>\n<h2>Discount Giants Beat Views</h2>\n<p><b>Walmart</b> reported a 14% EPS gain while revenue edged up 2.4% to $141.05 billion. <b>Target</b> EPS grew 8% as sales climbed 9.5% to $25.2 billion. E-commerce and other sales growth is slowing, in part due to tougher comparisons. Both companies gave a strong earnings outlook, and could benefit from President Biden's big boost to food-stamp benefits. Walmart is the nation's top seller of groceries and Target has expanded in this space. WMT stock was little changed while Target tumbled.</p>\n<h2>Tesla Hosts AI Event, Autopilot Crashes Probed</h2>\n<p>Tesla hosted AI Day on Thursday night to showcase its progress in the use of artificial intelligence. The event was ostensibly aimed at recruiting engineers, gave a complex presentation on self-driving. Elon Musk also said Tesla \"probably\" will release a prototype humanoid robot sometime next year. The event was held as the EV maker faces mounting scrutiny of its self-driving claims. U.S. senators called for an FTC probe just days after the NHTSA formally launched an investigation into several Tesla Autopilot crashes involving stationary vehicles at first responder sites. The NHTSA indicated a tougher standard for Autopilot than in previous probes.</p>\n<h2>Cisco Earnings Top</h2>\n<p><b>Cisco Systems</b> reported fiscal Q4 EPS rose 5%, just beating. Revenue rose 8% to $13.1 billion, including acquisitions such as <a href=\"https://laohu8.com/S/ACIA\">Acacia</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a>. That slightly topped estimates. Software revenue climbed 9% to $4 billion, up 9% year-over-year. For the October quarter, Cisco guided slightly lower on EPS. But it guided up on fiscal Q1 and 2022 revenue targets. Shares rallied on earnings, moving higher in the buy zone.</p>\n<h2>Department Stores More Upbeat</h2>\n<p><b>Macy's</b> and <b>Kohl's</b> reported second-quarter results that beat estimates, and both raised their full-year financial forecasts. Macy's also announced a buyback and revived a dividend. The department stores reported even as the pandemic still rages across much of the U.S. Macy's stock surged to a 52-week high while Kohl's popped. Meanwhile, <b>Amazon</b>, which in recent years has spurred retailers to adapt to digital shopping, is now planning to open its own large-format stores, according to the Wall Street Journal.</p>\n<h2><a href=\"https://laohu8.com/S/HBCP\">Home</a> Depot, Lowe's Earnings Beat</h2>\n<p><b>Home Depot</b> reported EPS rose 13% on an 8% sales increase to $41.12 billion. Same-store sales rose 4.5%, with U.S. comps up 3.4%, missing some forecasts. The home improvement chain reported a 5.8% drop in customer transactions from a year earlier, but the average ticket was 11.3% larger, suggesting fewer DIY customers. Meanwhile, <b>Lowe's</b> said <a href=\"https://laohu8.com/S/QTWO\">Q2</a> EPS grew 13%, while sales were up 1% at $27.6 billion, both above estimates. Same-store sales fell a less-than-expected 1.6%. HD stock fell solidly while Lowe's jumped.</p>\n<h2>TJMaxx, <a href=\"https://laohu8.com/S/ROST\">Ross</a> Earnings Rebound</h2>\n<p>Off-price retailer <b>TJX</b>, parent of T.J. Maxx, Marshalls and HomeGoods, earned 64 cents a share vs. an 18-cent loss a year earlier and above views for 59 cents. Sales shot up 81% to $12.1 billion, also above estimates. TJX open-only comps rose 20%, above estimates for 14.5%. <b>Ross Stores</b> posted EPS of $1.39, rebounding from an 11-cent loss in the same period last year. Sales were up 79% to $4.8 billion. But Ross gave weak guidance. TJX stock jumped while Ross Stores fell.</p>\n<p>Deere &amp; Co. DE raised full-year guidance after third-quarter earnings rebounded&nbsp;107% to $5.32 per share, with revenue jumping 29% to&nbsp;$11.527 billion, an overall beat. The <a href=\"https://laohu8.com/S/CAT\">Caterpillar</a> CAT rival's agriculture, construction, and turf equipment segments all posted robust gains, despite supply-chain challenges. Deere expects to keep benefiting from \"favorable fundamentals\" in its core&nbsp;farm and construction markets, which includes the planned $1 trillion infrastructure bill. Deere makes excavators, bulldozers, timber harvesters and dump trucks used in construction. In 2020, the coronavirus pandemic especially hit&nbsp;shipments of Deere's construction and forestry equipment, also forcing its factories to operate at reduced capacity.</p>\n<h2><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. Revenue Booms</h2>\n<p>Asian e-commerce and gaming company <b>Sea Ltd.</b> reported a 159% revenue gain to $2.28 billion, the third straight quarter of accelerating year-over-year growth. It also raised guidance. Shares rose to a new high.</p>\n<h2>China Earnings Mixed Amid Crackdown</h2>\n<p>Messaging and gaming giant <b>Tencent Holdings</b> reported mixed results as Beijing cracks down vs. web platforms and many other private-sector sectors. <b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> beat Q2 EPS views, as its advertising business rebounded and more people subscribed to its music streaming platform. <b><a href=\"https://laohu8.com/S/VIPS\">Vipshop</a></b> and <b><a href=\"https://laohu8.com/S/WB\">Weibo</a></b> also reported mixed results. China stocks have been under heavy pressure, with valuations cut roughly in half this year due to an ongoing government crackdown. Tencent and for-profit school firms warned of regulatory impacts on operations.</p>\n<p><b>Global-e Online</b> beat revenue estimates and raised its outlook for the current quarter and full year when the e-commerce software maker reported quarterly results, its first as a public company.</p>\n<p><b>Sonos</b> soared after a U.S. International Trade Commission judge ruled that <b>Google</b> infringed on patents held by the maker of wireless audio technology.</p>\n<p><b>T-Mobile</b> fell nearly 3% on Monday after a hacker reportedly claimed to be selling personal data from more than 100 million customers.</p>\n<p><b>BJ's Wholesale Club</b>, a warehouse club retail chain, reported second-quarter results that topped expectations. The company said its \"view of the future has improved from last quarter,\" but didn't offer formal guidance.</p>\n<p><b>Roblox</b> reported a wider-than-expected loss while bookings lagged views for the online gaming platform. Daily active users rose 29% year over year to 43.2 million, in line with estimates.</p>\n<p><b><a href=\"https://laohu8.com/S/SNPS\">Synopsys</a></b> bolted higher after the chip design software firm posted a beat-and-raise quarterly report. Q3 EPS rose 4% as revenue grew 10% to $1.06 billion.</p>\n<p><b>ZIM Integrated Shipping Services</b> crushed views on rising container volumes and guided high. EPS shot up to $7.38 from 23 cents a year ago. Revenue vaulted 199% to $2.38 billion.</p>\n<p><b><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a></b>: reported Q4 earnings of 78 cents a share, reversing a year-earlier loss. Sales jumped 62% to $3.94 billion. Both beat expectations. Looking ahead, the cosmetics company gave upbeat guidance. Shares jumped from key support.</p>\n<p><b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a></b>, the athletic gear retailer, reported second-quarter results that beat expectations. The company said it was \"cautiously optimistic\" about its outlook for the second half of the year.</p>\n<p><b>YOU MAY ALSO LIKE:</b></p>\n<p>Best Growth Stocks To Buy And Watch</p>\n<p>IBD <a href=\"https://laohu8.com/S/DLR\">Digital</a>: Unlock IBD's Premium Stock Lists, Tools And Analysis Today</p>\n<p>The 200-Day Average: The Last Line Of Support?</p>\n<p>Catch The Next Big Winning Stock With MarketSmith</p>","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>Market Rally Finds Support Amid Fed Taper Talk; Nvidia, Cisco, Target Earnings In Focus, Tesla AI Day Touts 'Tesla Bot': Weekly Review</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\">\nMarket Rally Finds Support Amid Fed Taper Talk; Nvidia, Cisco, Target Earnings In Focus, Tesla AI Day Touts 'Tesla Bot': Weekly Review\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-08-20 23:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The stock market rally suffered losses in the latest week, amid Fed taper talk, some weak economic data and further <a href=\"https://laohu8.com/S/CAAS\">China</a> crackdowns on private enterprise. But the Dow Jones and S&amp;P 500 index found support at their 50-day lines; the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, after falling below the 50-day, regained that key level on Friday. Market breadth weakened further over the week. <b><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b>, <b><a href=\"https://laohu8.com/S/CSCO\">Cisco</a></b>, <b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.</b> and <b><a href=\"https://laohu8.com/S/M\">Macy's</a></b> were earnings winners, but <b><a href=\"https://laohu8.com/S/HD\">Home Depot</a></b> and <b><a href=\"https://laohu8.com/S/TGT\">Target</a></b> sold off. At Tesla AI Day, Elon Musk said he'll likely have a prototype humanoid robot by next year.</p>\n<h2>Stock Market Rally Finds Support</h2>\n<p>The stock market rally retreated this past week as the Fed signaled it could begin tapering bond buys this year. Some weak economic data in the U.S. and China also didn't help. But the Dow Jones, S&amp;P 500 and, ultimately, the Nasdaq found support around the 50-day line. Market breadth remains narrow. Crude oil prices fell sharply, with copper and industrial metals also down.</p>\n<h2>Fed Eyes Exit Amid Mixed Economic Data</h2>\n<p>The Federal Reserve is getting ready to start tapering bond buys before year-end, according to minutes from the July Fed meeting. That comes amid mixed economic data. July retail sales fell 1.1%, as Americans balked at soaring auto prices. Ex auto sales unexpectedly dipped 0.4%. Americans also are spending less on housing-related items and e-commerce sites. <a href=\"https://laohu8.com/S/QSR\">Restaurant</a> revenue rose, though rising Covid cases could curb dining out again. Homebuilder confidence fell from very high levels, as high prices deter potential buyers. Jobless claims hit a post-pandemic low but regional factory gauges were weaker than expected. Chinese retail sales and industrial production growth slowed more than expected in July, as floods and Covid restrictions took their toll.</p>\n<h2>Nvidia Earnings Delight</h2>\n<p>Graphics-chip maker <b>Nvidia</b> reported an 89% EPS gain as sales climbed 68% to $6.51 billion amid strong gaming and data center chip sales. Nvidia also raised guidance. Shares rose on earnings, but were down for the week. Chip-equipment supplier <b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a></b> and chipmaker <b><a href=\"https://laohu8.com/S/ADI\">Analog Devices</a></b> delivered beat-and-raise reports. However, shares of both companies wavered on the news.</p>\n<h2>Discount Giants Beat Views</h2>\n<p><b>Walmart</b> reported a 14% EPS gain while revenue edged up 2.4% to $141.05 billion. <b>Target</b> EPS grew 8% as sales climbed 9.5% to $25.2 billion. E-commerce and other sales growth is slowing, in part due to tougher comparisons. Both companies gave a strong earnings outlook, and could benefit from President Biden's big boost to food-stamp benefits. Walmart is the nation's top seller of groceries and Target has expanded in this space. WMT stock was little changed while Target tumbled.</p>\n<h2>Tesla Hosts AI Event, Autopilot Crashes Probed</h2>\n<p>Tesla hosted AI Day on Thursday night to showcase its progress in the use of artificial intelligence. The event was ostensibly aimed at recruiting engineers, gave a complex presentation on self-driving. Elon Musk also said Tesla \"probably\" will release a prototype humanoid robot sometime next year. The event was held as the EV maker faces mounting scrutiny of its self-driving claims. U.S. senators called for an FTC probe just days after the NHTSA formally launched an investigation into several Tesla Autopilot crashes involving stationary vehicles at first responder sites. The NHTSA indicated a tougher standard for Autopilot than in previous probes.</p>\n<h2>Cisco Earnings Top</h2>\n<p><b>Cisco Systems</b> reported fiscal Q4 EPS rose 5%, just beating. Revenue rose 8% to $13.1 billion, including acquisitions such as <a href=\"https://laohu8.com/S/ACIA\">Acacia</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a>. That slightly topped estimates. Software revenue climbed 9% to $4 billion, up 9% year-over-year. For the October quarter, Cisco guided slightly lower on EPS. But it guided up on fiscal Q1 and 2022 revenue targets. Shares rallied on earnings, moving higher in the buy zone.</p>\n<h2>Department Stores More Upbeat</h2>\n<p><b>Macy's</b> and <b>Kohl's</b> reported second-quarter results that beat estimates, and both raised their full-year financial forecasts. Macy's also announced a buyback and revived a dividend. The department stores reported even as the pandemic still rages across much of the U.S. Macy's stock surged to a 52-week high while Kohl's popped. Meanwhile, <b>Amazon</b>, which in recent years has spurred retailers to adapt to digital shopping, is now planning to open its own large-format stores, according to the Wall Street Journal.</p>\n<h2><a href=\"https://laohu8.com/S/HBCP\">Home</a> Depot, Lowe's Earnings Beat</h2>\n<p><b>Home Depot</b> reported EPS rose 13% on an 8% sales increase to $41.12 billion. Same-store sales rose 4.5%, with U.S. comps up 3.4%, missing some forecasts. The home improvement chain reported a 5.8% drop in customer transactions from a year earlier, but the average ticket was 11.3% larger, suggesting fewer DIY customers. Meanwhile, <b>Lowe's</b> said <a href=\"https://laohu8.com/S/QTWO\">Q2</a> EPS grew 13%, while sales were up 1% at $27.6 billion, both above estimates. Same-store sales fell a less-than-expected 1.6%. HD stock fell solidly while Lowe's jumped.</p>\n<h2>TJMaxx, <a href=\"https://laohu8.com/S/ROST\">Ross</a> Earnings Rebound</h2>\n<p>Off-price retailer <b>TJX</b>, parent of T.J. Maxx, Marshalls and HomeGoods, earned 64 cents a share vs. an 18-cent loss a year earlier and above views for 59 cents. Sales shot up 81% to $12.1 billion, also above estimates. TJX open-only comps rose 20%, above estimates for 14.5%. <b>Ross Stores</b> posted EPS of $1.39, rebounding from an 11-cent loss in the same period last year. Sales were up 79% to $4.8 billion. But Ross gave weak guidance. TJX stock jumped while Ross Stores fell.</p>\n<p>Deere &amp; Co. DE raised full-year guidance after third-quarter earnings rebounded&nbsp;107% to $5.32 per share, with revenue jumping 29% to&nbsp;$11.527 billion, an overall beat. The <a href=\"https://laohu8.com/S/CAT\">Caterpillar</a> CAT rival's agriculture, construction, and turf equipment segments all posted robust gains, despite supply-chain challenges. Deere expects to keep benefiting from \"favorable fundamentals\" in its core&nbsp;farm and construction markets, which includes the planned $1 trillion infrastructure bill. Deere makes excavators, bulldozers, timber harvesters and dump trucks used in construction. In 2020, the coronavirus pandemic especially hit&nbsp;shipments of Deere's construction and forestry equipment, also forcing its factories to operate at reduced capacity.</p>\n<h2><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. Revenue Booms</h2>\n<p>Asian e-commerce and gaming company <b>Sea Ltd.</b> reported a 159% revenue gain to $2.28 billion, the third straight quarter of accelerating year-over-year growth. It also raised guidance. Shares rose to a new high.</p>\n<h2>China Earnings Mixed Amid Crackdown</h2>\n<p>Messaging and gaming giant <b>Tencent Holdings</b> reported mixed results as Beijing cracks down vs. web platforms and many other private-sector sectors. <b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> beat Q2 EPS views, as its advertising business rebounded and more people subscribed to its music streaming platform. <b><a href=\"https://laohu8.com/S/VIPS\">Vipshop</a></b> and <b><a href=\"https://laohu8.com/S/WB\">Weibo</a></b> also reported mixed results. China stocks have been under heavy pressure, with valuations cut roughly in half this year due to an ongoing government crackdown. Tencent and for-profit school firms warned of regulatory impacts on operations.</p>\n<p><b>Global-e Online</b> beat revenue estimates and raised its outlook for the current quarter and full year when the e-commerce software maker reported quarterly results, its first as a public company.</p>\n<p><b>Sonos</b> soared after a U.S. International Trade Commission judge ruled that <b>Google</b> infringed on patents held by the maker of wireless audio technology.</p>\n<p><b>T-Mobile</b> fell nearly 3% on Monday after a hacker reportedly claimed to be selling personal data from more than 100 million customers.</p>\n<p><b>BJ's Wholesale Club</b>, a warehouse club retail chain, reported second-quarter results that topped expectations. The company said its \"view of the future has improved from last quarter,\" but didn't offer formal guidance.</p>\n<p><b>Roblox</b> reported a wider-than-expected loss while bookings lagged views for the online gaming platform. Daily active users rose 29% year over year to 43.2 million, in line with estimates.</p>\n<p><b><a href=\"https://laohu8.com/S/SNPS\">Synopsys</a></b> bolted higher after the chip design software firm posted a beat-and-raise quarterly report. Q3 EPS rose 4% as revenue grew 10% to $1.06 billion.</p>\n<p><b>ZIM Integrated Shipping Services</b> crushed views on rising container volumes and guided high. EPS shot up to $7.38 from 23 cents a year ago. Revenue vaulted 199% to $2.38 billion.</p>\n<p><b><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a></b>: reported Q4 earnings of 78 cents a share, reversing a year-earlier loss. Sales jumped 62% to $3.94 billion. Both beat expectations. Looking ahead, the cosmetics company gave upbeat guidance. Shares jumped from key support.</p>\n<p><b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a></b>, the athletic gear retailer, reported second-quarter results that beat expectations. The company said it was \"cautiously optimistic\" about its outlook for the second half of the year.</p>\n<p><b>YOU MAY ALSO LIKE:</b></p>\n<p>Best Growth Stocks To Buy And Watch</p>\n<p>IBD <a href=\"https://laohu8.com/S/DLR\">Digital</a>: Unlock IBD's Premium Stock Lists, Tools And Analysis Today</p>\n<p>The 200-Day Average: The Last Line Of Support?</p>\n<p>Catch The Next Big Winning Stock With MarketSmith</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","M":"梅西百货","AMAT":"应用材料","HD":"家得宝","TGT":"塔吉特","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160710461","content_text":"The stock market rally suffered losses in the latest week, amid Fed taper talk, some weak economic data and further China crackdowns on private enterprise. But the Dow Jones and S&P 500 index found support at their 50-day lines; the Nasdaq, after falling below the 50-day, regained that key level on Friday. Market breadth weakened further over the week. NVIDIA Corp, Cisco, Sea Ltd. and Macy's were earnings winners, but Home Depot and Target sold off. At Tesla AI Day, Elon Musk said he'll likely have a prototype humanoid robot by next year.\nStock Market Rally Finds Support\nThe stock market rally retreated this past week as the Fed signaled it could begin tapering bond buys this year. Some weak economic data in the U.S. and China also didn't help. But the Dow Jones, S&P 500 and, ultimately, the Nasdaq found support around the 50-day line. Market breadth remains narrow. Crude oil prices fell sharply, with copper and industrial metals also down.\nFed Eyes Exit Amid Mixed Economic Data\nThe Federal Reserve is getting ready to start tapering bond buys before year-end, according to minutes from the July Fed meeting. That comes amid mixed economic data. July retail sales fell 1.1%, as Americans balked at soaring auto prices. Ex auto sales unexpectedly dipped 0.4%. Americans also are spending less on housing-related items and e-commerce sites. Restaurant revenue rose, though rising Covid cases could curb dining out again. Homebuilder confidence fell from very high levels, as high prices deter potential buyers. Jobless claims hit a post-pandemic low but regional factory gauges were weaker than expected. Chinese retail sales and industrial production growth slowed more than expected in July, as floods and Covid restrictions took their toll.\nNvidia Earnings Delight\nGraphics-chip maker Nvidia reported an 89% EPS gain as sales climbed 68% to $6.51 billion amid strong gaming and data center chip sales. Nvidia also raised guidance. Shares rose on earnings, but were down for the week. Chip-equipment supplier Applied Materials and chipmaker Analog Devices delivered beat-and-raise reports. However, shares of both companies wavered on the news.\nDiscount Giants Beat Views\nWalmart reported a 14% EPS gain while revenue edged up 2.4% to $141.05 billion. Target EPS grew 8% as sales climbed 9.5% to $25.2 billion. E-commerce and other sales growth is slowing, in part due to tougher comparisons. Both companies gave a strong earnings outlook, and could benefit from President Biden's big boost to food-stamp benefits. Walmart is the nation's top seller of groceries and Target has expanded in this space. WMT stock was little changed while Target tumbled.\nTesla Hosts AI Event, Autopilot Crashes Probed\nTesla hosted AI Day on Thursday night to showcase its progress in the use of artificial intelligence. The event was ostensibly aimed at recruiting engineers, gave a complex presentation on self-driving. Elon Musk also said Tesla \"probably\" will release a prototype humanoid robot sometime next year. The event was held as the EV maker faces mounting scrutiny of its self-driving claims. U.S. senators called for an FTC probe just days after the NHTSA formally launched an investigation into several Tesla Autopilot crashes involving stationary vehicles at first responder sites. The NHTSA indicated a tougher standard for Autopilot than in previous probes.\nCisco Earnings Top\nCisco Systems reported fiscal Q4 EPS rose 5%, just beating. Revenue rose 8% to $13.1 billion, including acquisitions such as Acacia Communications. That slightly topped estimates. Software revenue climbed 9% to $4 billion, up 9% year-over-year. For the October quarter, Cisco guided slightly lower on EPS. But it guided up on fiscal Q1 and 2022 revenue targets. Shares rallied on earnings, moving higher in the buy zone.\nDepartment Stores More Upbeat\nMacy's and Kohl's reported second-quarter results that beat estimates, and both raised their full-year financial forecasts. Macy's also announced a buyback and revived a dividend. The department stores reported even as the pandemic still rages across much of the U.S. Macy's stock surged to a 52-week high while Kohl's popped. Meanwhile, Amazon, which in recent years has spurred retailers to adapt to digital shopping, is now planning to open its own large-format stores, according to the Wall Street Journal.\nHome Depot, Lowe's Earnings Beat\nHome Depot reported EPS rose 13% on an 8% sales increase to $41.12 billion. Same-store sales rose 4.5%, with U.S. comps up 3.4%, missing some forecasts. The home improvement chain reported a 5.8% drop in customer transactions from a year earlier, but the average ticket was 11.3% larger, suggesting fewer DIY customers. Meanwhile, Lowe's said Q2 EPS grew 13%, while sales were up 1% at $27.6 billion, both above estimates. Same-store sales fell a less-than-expected 1.6%. HD stock fell solidly while Lowe's jumped.\nTJMaxx, Ross Earnings Rebound\nOff-price retailer TJX, parent of T.J. Maxx, Marshalls and HomeGoods, earned 64 cents a share vs. an 18-cent loss a year earlier and above views for 59 cents. Sales shot up 81% to $12.1 billion, also above estimates. TJX open-only comps rose 20%, above estimates for 14.5%. Ross Stores posted EPS of $1.39, rebounding from an 11-cent loss in the same period last year. Sales were up 79% to $4.8 billion. But Ross gave weak guidance. TJX stock jumped while Ross Stores fell.\nDeere & Co. DE raised full-year guidance after third-quarter earnings rebounded 107% to $5.32 per share, with revenue jumping 29% to $11.527 billion, an overall beat. The Caterpillar CAT rival's agriculture, construction, and turf equipment segments all posted robust gains, despite supply-chain challenges. Deere expects to keep benefiting from \"favorable fundamentals\" in its core farm and construction markets, which includes the planned $1 trillion infrastructure bill. Deere makes excavators, bulldozers, timber harvesters and dump trucks used in construction. In 2020, the coronavirus pandemic especially hit shipments of Deere's construction and forestry equipment, also forcing its factories to operate at reduced capacity.\nSea Ltd. Revenue Booms\nAsian e-commerce and gaming company Sea Ltd. reported a 159% revenue gain to $2.28 billion, the third straight quarter of accelerating year-over-year growth. It also raised guidance. Shares rose to a new high.\nChina Earnings Mixed Amid Crackdown\nMessaging and gaming giant Tencent Holdings reported mixed results as Beijing cracks down vs. web platforms and many other private-sector sectors. Tencent Music beat Q2 EPS views, as its advertising business rebounded and more people subscribed to its music streaming platform. Vipshop and Weibo also reported mixed results. China stocks have been under heavy pressure, with valuations cut roughly in half this year due to an ongoing government crackdown. Tencent and for-profit school firms warned of regulatory impacts on operations.\nGlobal-e Online beat revenue estimates and raised its outlook for the current quarter and full year when the e-commerce software maker reported quarterly results, its first as a public company.\nSonos soared after a U.S. International Trade Commission judge ruled that Google infringed on patents held by the maker of wireless audio technology.\nT-Mobile fell nearly 3% on Monday after a hacker reportedly claimed to be selling personal data from more than 100 million customers.\nBJ's Wholesale Club, a warehouse club retail chain, reported second-quarter results that topped expectations. The company said its \"view of the future has improved from last quarter,\" but didn't offer formal guidance.\nRoblox reported a wider-than-expected loss while bookings lagged views for the online gaming platform. Daily active users rose 29% year over year to 43.2 million, in line with estimates.\nSynopsys bolted higher after the chip design software firm posted a beat-and-raise quarterly report. Q3 EPS rose 4% as revenue grew 10% to $1.06 billion.\nZIM Integrated Shipping Services crushed views on rising container volumes and guided high. EPS shot up to $7.38 from 23 cents a year ago. Revenue vaulted 199% to $2.38 billion.\nEstee Lauder: reported Q4 earnings of 78 cents a share, reversing a year-earlier loss. Sales jumped 62% to $3.94 billion. Both beat expectations. Looking ahead, the cosmetics company gave upbeat guidance. Shares jumped from key support.\nFoot Locker, the athletic gear retailer, reported second-quarter results that beat expectations. The company said it was \"cautiously optimistic\" about its outlook for the second half of the year.\nYOU MAY ALSO LIKE:\nBest Growth Stocks To Buy And Watch\nIBD Digital: Unlock IBD's Premium Stock Lists, Tools And Analysis Today\nThe 200-Day Average: The Last Line Of Support?\nCatch The Next Big Winning Stock With MarketSmith","news_type":1,"symbols_score_info":{"NVDA":0.9,"TGT":0.9,"AMAT":0.9,"TSLA":0.9,"M":0.9,"HD":0.9}},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805507543,"gmtCreate":1627889168782,"gmtModify":1703497251161,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805507543","repostId":"2156416128","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962524115,"gmtCreate":1669811856237,"gmtModify":1676538248088,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good 👍","listText":"Good 👍","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962524115","repostId":"1121046362","repostType":4,"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836230071,"gmtCreate":1629496380893,"gmtModify":1676530057157,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836230071","repostId":"2160710910","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805582539,"gmtCreate":1627892066521,"gmtModify":1703497305023,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805582539","repostId":"1193646270","repostType":4,"repost":{"id":"1193646270","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627891794,"share":"https://ttm.financial/m/news/1193646270?lang=en_US&edition=fundamental","pubTime":"2021-08-02 16:09","market":"us","language":"en","title":"NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1193646270","media":"Tiger Newspress","summary":" $NIO Inc.$ delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.","content":"<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","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>NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading</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\">\nNIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193646270","content_text":"(August 2) NIO Inc. delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.\nNIO rose about 1% in premarket trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805506475,"gmtCreate":1627888755297,"gmtModify":1703497244823,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805506475","repostId":"1114400764","repostType":4,"repost":{"id":"1114400764","kind":"news","pubTimestamp":1627887766,"share":"https://ttm.financial/m/news/1114400764?lang=en_US&edition=fundamental","pubTime":"2021-08-02 15:02","market":"us","language":"en","title":"Intel’s New CEO Vows to Move Faster. Will It Help the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114400764","media":"Barrons","summary":"Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and rec","content":"<p>Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.</p>\n<p>This past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing&nbsp;generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”</p>\n<p>This year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rival&nbsp;Advanced Micro Devices(AMD) has risen as quickly.</p>\n<p>The trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.</p>\n<p>How did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.</p>\n<p>And it might have been slow to react to a power shift toward foundries, like&nbsp;Taiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.</p>\n<p>There have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.</p>\n<p>The stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with the&nbsp;S&amp;P 500&nbsp;index—or 700 points better with the&nbsp;PHLX Semiconductor Index.</p>\n<p>A positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.</p>\n<p>The CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.</p>\n<p>Speaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”</p>\n<p>Now, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.</p>\n<p>The new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.</p>\n<p>Bulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.<i>Barron’s</i>&nbsp;has been bullish&nbsp;on Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.</p>\n<p>Plenty will be spent on equipment. The EUV machines are made by&nbsp;ASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.</p>\n<p>Gelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”</p>\n<p>ASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors is&nbsp;Applied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.</p>","source":"lsy1601382232898","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>Intel’s New CEO Vows to Move Faster. Will It Help the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel’s New CEO Vows to Move Faster. Will It Help the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, ...</p>\n\n<a href=\"https://www.barrons.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114400764","content_text":"Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.\nThis past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”\nThis year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rival Advanced Micro Devices(AMD) has risen as quickly.\nThe trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.\nHow did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.\nAnd it might have been slow to react to a power shift toward foundries, like Taiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.\nThere have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.\nThe stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with the S&P 500 index—or 700 points better with the PHLX Semiconductor Index.\nA positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.\nThe CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.\nSpeaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”\nNow, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.\nThe new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.\nBulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.Barron’s has been bullish on Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.\nPlenty will be spent on equipment. The EUV machines are made by ASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.\nGelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”\nASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors is Applied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805506151,"gmtCreate":1627888732273,"gmtModify":1703497244003,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good ?","listText":"Good ?","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805506151","repostId":"1189921771","repostType":4,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256832574029872,"gmtCreate":1703737256113,"gmtModify":1703737260352,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"What's the best today?","listText":"What's the best today?","text":"What's the best today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256832574029872","isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}