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08-02

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U.S. Weekly Review | Stock Market Falls on Trump Tariffs, Jobs Report; Microsoft, Meta, Amazon Also in Focus

2024-09-30

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3 Compelling Reasons Nvidia Stock Remains a Top Pick

2021-06-17

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Newspress","summary":"The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$ beat Q2 views and guided higher, but...","content":"<html><head></head><body><p style=\"text-align: start;\">The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> beat Q2 views and guided higher, but  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>  guided low on Q3 earnings. All offered strong capital spending forecasts, a good sign for AI chip, hardware and related stocks.  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>  rose while  <a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a>  and  <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  were notable losers.  <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>  will buy  <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a>  for $25 billion in a big cybersecurity deal. Core PCE inflation turned hotter while the latest jobs report was weak.</p><h2 id=\"id_4162088030\" style=\"text-align: start;\">Stocks Retreat On Trump Tariffs, Jobs Report</h2><p style=\"text-align: start;\">The S&amp;P 500 and Nasdaq hit fresh highs during the week, but ultimately fell sharply, mostly Friday on new Trump tariffs and a cool jobs report. A divided Fed and mixed earnings weighed on much of the market earlier. All the major indexes closed below their 21-day lines for the first time in months, with the Dow also tested its 50-day line and the Russell 2000 undercutting it. Treasury yields plunged, with nearly all of it coming on Friday.</p><h2 id=\"id_2246081876\" style=\"text-align: start;\">Jobs Report Upends Fed Outlook</h2><p style=\"text-align: start;\">Friday&#39;s jobs report was a game-changer, disproving the Federal Reserve&#39;s assessment two days earlier that labor market conditions &#34;remain solid.&#34; July&#39;s payroll miss wasn&#39;t that bad, but May-June gains were slashed by a combined 258,000. The private sector added 83,000 jobs in July vs. 100,000 forecasts, but June&#39;s gain was revised to just 3,000. Government cut payrolls by 10,000 in July, after June&#39;s initially reported gain of 73,000 was revised to 11,000. The unemployment rate ticked back up to 4.2%. Fed Chairman Jerome Powell said the unemployment rate is the key number, but odds of a Sept. 17 rate cut more than doubled to 79% on Friday. A big question is whether so-so private-sector hiring in July reflects improvement after April&#39;s tariff shock, or whether July data will be revised lower too.</p><h2 id=\"id_2887035811\" style=\"text-align: start;\">Meta Earnings Crush Views</h2><p style=\"text-align: start;\"><strong>Meta Platforms</strong> (<strong>META</strong>) surged 11% Thursday to a record high after the Facebook parent reported Q2 earnings jumped 38% to $7.14 per share vs. estimates of $5.88 per share. Sales increased 22% to $47.52, also solidly beating. The strength of Meta&#39;s core business is giving CEO Mark Zuckerberg breathing room to spend exorbitantly on his ambitions to develop AI superintelligence. &#34;The capex/investment pace is very aggressive, but the company is doing this from a clear position of strength,&#34; Evercore ISI analyst Mark Mahaney wrote after the report.</p><h2 id=\"id_3895139535\" style=\"text-align: start;\">Amazon Profit Guidance Disappoints</h2><p style=\"text-align: start;\"><strong>Amazon.com</strong> (<strong>AMZN</strong>) reported a 33% EPS gain while revenue climbed 13% to $167.7 billion, both comfortably beating. Amazon Web Services saw a 17.5% revenue rise, slightly topping, but significantly slower than Google Cloud and Microsoft&#39;s Azure. The e-commerce and cloud computing giant guided up on Q3 sales, but down on operating profit. Shares tumbled Friday from a six-month high.</p><h2 id=\"id_223060296\" style=\"text-align: start;\">Microsoft Gets Cloud Lift</h2><p style=\"text-align: start;\"><strong>Microsoft</strong> (<strong>MSFT</strong>) smashed Wall Street&#39;s fiscal Q4 targets with a 24% EPS gain as revenue rose 18% to $76.44 billion, with both showing accelerating growth for a second straight quarter. The Azure cloud platform revenue grew 39%, beating its target of 34%-35%. Microsoft guided fiscal Q1 revenue up to a 15% gain with Azure growth of 37% in constant currency. The Dow tech giant also gave a bullish capital spending target. Microsoft stock spiked to a record high on the news.</p><h2 id=\"id_1783313693\" style=\"text-align: start;\">Chip Earnings Mostly Disappoint</h2><p style=\"text-align: start;\">Chip designer <strong>Arm Holdings</strong> (<strong>ARM</strong>) and wireless chip leader <strong>Qualcomm</strong> (<strong>QCOM</strong>) tumbled after their June-quarter reports. Arm sank on weaker-than-expected earnings guidance for the current quarter. Qualcomm fell on soft smartphone chip sales as <strong>Apple</strong> (<strong>AAPL</strong>) transitions to its own modem chips for the iPhone. Semiconductor equipment makers <strong>KLA</strong> (<strong>KLAC</strong>) and <strong>Lam Research</strong> (<strong>LRCX</strong>) fell despite posting better-than-expected results. <strong>Monolithic Power Systems</strong> (<strong>MPWR</strong>) and <strong>Rambus</strong> (<strong>RMBS</strong>) rose after beating Q2 views.</p><h2 id=\"id_4018094352\" style=\"text-align: start;\">Spotify Hits Wrong Note</h2><p style=\"text-align: start;\">The streaming music leader added 8 million premium subscribers to 276 million, with 696 million monthly active users, both beating. But <strong>Spotify Technology</strong> (<strong>SPOT</strong>) reported a surprise loss in Q2 while a 21% revenue gain to $4.75 billion missed. Sales guidance also fell short. Spotify stock fell sharply.</p><h2 id=\"id_1524099519\" style=\"text-align: start;\">Palo Alto Will Buy CyberArk</h2><p style=\"text-align: start;\"><strong>Palo Alto Networks</strong> (<strong>PANW</strong>) said it will buy <strong>CyberArk</strong> (<strong>CYBR</strong>) in a $25 billion mostly stocks deal, its largest since Nikesh Arora became CEO in 2018. CyberArk is a leader in privileged access management, while expanding into Internet of Things via a 2024 acquisition. CyberArk stock jumped while Palo Alto plunged. The news seemed to buoy shares of <strong>Rubrik</strong> (<strong>RBRK</strong>) and <strong>SailPoint</strong> (<strong>SAIL</strong>), while some others fell.</p><p style=\"text-align: start;\"><strong>Check Point Software</strong> (<strong>CHKP</strong>) said Q2 EPS rose 9% while revenue climbed 6% to $665 million, both edging by estimates. But billings came in light. Shares dived.</p><h2 id=\"id_3613305145\" style=\"text-align: start;\">Robinhood, Coinbase Miss On Key Metrics</h2><p style=\"text-align: start;\"><strong>Robinhood</strong> (<strong>HOOD</strong>) reported that Q2 EPS doubled while revenue jumped 45%, both beating estimates. Transaction-based revenue and options revenue also top for the free trading app. Cryptocurrency revenue spiked 98%, but fell short of expectations. Monthly active users rose year-over-year to 12.8 million, but missed views for 13.7 million. HOOD stock fell sharply after surging to record highs. <strong>Coinbase</strong> (<strong>COIN</strong>) posted a major earnings beat. But the crypto exchange missed forecasts for total revenue, transaction revenue, subscription revenue and stablecoin revenue. Total trading volume climbed 5% from last year, but was down $156 billion from Q1. COIN stock dived Friday, still up strongly in 2025.</p><h2 id=\"id_87460082\" style=\"text-align: start;\">Cruise Lines Chart Different Courses</h2><p style=\"text-align: start;\"><strong>Royal Caribbean</strong> (<strong>RCL</strong>) reported a better-than-expected 36% EPS gain for Q2. But a 10% revenue gain to $4.538 billion slightly missed, while the cruise line giant guided low on Q3 revenue. Shares tumbled from near record highs. <strong>Norwegian Cruise Line</strong> (<strong>NCLH</strong>) missed on the top and bottom line, but gave a bullish revenue forecast. Shares cleared a handle buy point from a very deep base.</p><h2 id=\"id_2492397197\" style=\"text-align: start;\">Boeing Narrows Loss</h2><p style=\"text-align: start;\"><strong>Boeing</strong> (<strong>BA</strong>) reported that its loss narrowed from last year while Q2 revenue increased 35%, both beating. Commercial airplane revenue spiked 81% while defense sales climbed 10%, also topping. The Dow manufacturer also received a boost from the U.S. trade deal with the EU, which includes an aerospace tariff exemption. Meanwhile, Boeing could face a defense production strike as early as Monday, after 3,200 IAM District 837 members rejected a contract proposal last week. Boeing on Thursday reportedly sent its &#34;last, best and final&#34; contract offer to the union, but has yet to hear back. CEO Kelly Ortberg said Tuesday that he &#34;wouldn&#39;t worry too much about the implications of the strike.&#34; BA stock retreated almost 5% on the week.</p><h2 id=\"id_2420735491\" style=\"text-align: start;\">Aerospace Alloy Firms Dented</h2><p style=\"text-align: start;\"><strong>Howmet Aerospace</strong> (<strong>HWM</strong>) beat forecasts with record profit and revenue for the quarter. The company lifted the lower end of its revenue outlook to $8.08 billion from $7.88 billion and guided earnings up at the midpoint. Howmet still tumbled on earnings, but regained its 50-day line to end the week. <strong>Carpenter Technology</strong> (<strong>CRS</strong>) plunged below its 50-day line as the alloy seller topped on earnings but missed on revenue. <strong>ATI</strong> (<strong>ATI</strong>) also delivered mixed results, with revenue missing forecasts despite a 67% jump in aerospace and defense sales. The midpoint of its Q3 earnings outlook was below expectations. Shares dived below its 50-day line.</p><h2 id=\"id_3313967489\" style=\"text-align: start;\">Heavy Construction Firms Pressured</h2><p style=\"text-align: start;\"><strong>Quanta</strong> (<strong>PWR</strong>) reported second-quarter sales rose 21% to $6.77 billion with revenue climbing 31%, beating views. Quanta raised its full-year sales guidance, seeing strong demand for energy projects and reshoring trends. The stock reversed lower, however. <strong>MasTec</strong> (<strong>MTZ</strong>) also beat with Q2 sales up 20% to $3.545 billion as earnings popped 49%. The company, citing an &#34;exceptionally strong demand climate,&#34; raised full-year guidance. Yet, shares fell Friday. <strong>Fluor</strong> (<strong>FLR</strong>) missed sales and profit estimates and cut its 2025 forecast from $2.25-$2.75 to $1.95-$2.15 per share. Sales fell 6% as adjusted EPS slid 49%. Fluor cited subcontractor design errors at three projects and a shift in expected capital spending from some customers. Shares sold off Friday.</p><h2 id=\"id_3865159526\" style=\"text-align: start;\">Oil Giants Report Big Profit Declines</h2><p style=\"text-align: start;\">U.S. supermajors <strong>Chevron</strong> (<strong>CVX</strong>) and <strong>Exxon Mobil</strong> (<strong>XOM</strong>) reported second-quarter earnings and revenue early Friday, with both companies seeing big year-over-year profit declines. Chevron&#39;s EPS tumbled 31% while sales fell 12% to $44.82 billion. Exxon earnings dropped 23% to while revenue was off 12% to $81.51 billion. Both Exxon And Chevron focused on share buybacks and dividends in Q2, returning $9.2 billion and $5.5 billion to shareholders, respectively. The two rivals have pledged to work closely with each other in major global oil exploration projects. That alignment has led to some chatter of an industry-bending Exxon-Chevron merger.</p><h2 id=\"id_2654671227\" style=\"text-align: start;\">Stock Market News In Brief</h2><p style=\"text-align: start;\"><strong>GeneDx</strong> (<strong>WGS</strong>) crushed Q2 EPS views and easily beat with a 46% revenue gain to $102.7 million. The genetic testing firm also guided higher. Shares skyrocketed.</p><p style=\"text-align: start;\"><strong>Exelixis</strong> (<strong>EXEL</strong>) dived after an 11% revenue drop fell short and the biotech guided full-year sales slightly below views. An 11% EPS drop topped consensus.</p><p style=\"text-align: start;\"><strong>Cloudflare</strong> (<strong>NET</strong>) said Q2 earnings were 21 cents a share, up a penny from a year earlier. Revenue climbed 28% to $512.3 million. Both modestly beat views. Cloudflare guided higher on Q3 revenue.</p><p style=\"text-align: start;\"><strong>SoFi Technologies</strong> (<strong>SOFI</strong>) reported Q2 adjusted EPS of 8 cents per share, up from 1-cent profit a year earlier and topping estimates. Revenue rose 44% to $858 million, easily beating. The fintech raised revenue and membership growth guidance. Shares made big moves, ultimately little changed, holding the 21-day line.</p><p style=\"text-align: start;\"><strong>Booking Holdings</strong> (<strong>BKNG</strong>) earnings rose 32% vs. a year earlier while revenue grew 16% to $6.8 billion, both beating and with growth accelerating. The online travel agency guided slightly lower on Q3 revenue but said demand was &#34;steady&#34; overall. Booking stock wavered but ultimately fell modestly.</p><p style=\"text-align: start;\"><strong>Figma</strong> (<strong>FIG</strong>) rocketed after its initial public offering. Shares of the design software maker surged 250% from its above-range price of $33 a share to close its first day of trading at 115.50.</p><p style=\"text-align: start;\"><strong>Vertiv</strong> (<strong>VRT</strong>) surged after the data center infrastructure provider beat second-quarter estimates and raised its full-year outlook. On a year-over-year basis, Vertiv earnings increased 42% while sales rose 35%.</p><p style=\"text-align: start;\"><strong>Cadence Design Systems</strong> (<strong>CDNS</strong>) jumped after the electronic design automation software firm topped Q2 estimates and raised its full-year outlook. Cadence earnings rose 29% in Q2 while sales increased 20%.</p><p style=\"text-align: start;\"><strong>Celestica</strong> (<strong>CLS</strong>) topped second-quarter estimates with EPS up 54% to $1.39 and sales up 21% to $2.89 billion. The contract electronics manufacturer also raised guidance for Q3 and the full year.</p><p style=\"text-align: start;\"><strong>Roku</strong> (<strong>ROKU</strong>) delivered better-than-expected second-quarter revenue and a surprise profit. The streaming video platform also guided above estimates for the current quarter and full year. But Roku stock fell after the report.</p><p style=\"text-align: start;\"><strong>Trane Technologies</strong> (<strong>TT</strong>) topped estimates with an 18% increase in earnings on 8% revenue growth. The heating and cooling company hiked its full-year earnings and revenue guidance. But shares tumbled back to the 50-day line.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review | Stock Market Falls on Trump Tariffs, Jobs Report; Microsoft, Meta, Amazon Also in Focus</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\">\nU.S. Weekly Review | Stock Market Falls on Trump Tariffs, Jobs Report; Microsoft, Meta, Amazon Also in Focus\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\">2025-08-02 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> beat Q2 views and guided higher, but  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>  guided low on Q3 earnings. All offered strong capital spending forecasts, a good sign for AI chip, hardware and related stocks.  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>  rose while  <a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a>  and  <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  were notable losers.  <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>  will buy  <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a>  for $25 billion in a big cybersecurity deal. Core PCE inflation turned hotter while the latest jobs report was weak.</p><h2 id=\"id_4162088030\" style=\"text-align: start;\">Stocks Retreat On Trump Tariffs, Jobs Report</h2><p style=\"text-align: start;\">The S&amp;P 500 and Nasdaq hit fresh highs during the week, but ultimately fell sharply, mostly Friday on new Trump tariffs and a cool jobs report. A divided Fed and mixed earnings weighed on much of the market earlier. All the major indexes closed below their 21-day lines for the first time in months, with the Dow also tested its 50-day line and the Russell 2000 undercutting it. Treasury yields plunged, with nearly all of it coming on Friday.</p><h2 id=\"id_2246081876\" style=\"text-align: start;\">Jobs Report Upends Fed Outlook</h2><p style=\"text-align: start;\">Friday&#39;s jobs report was a game-changer, disproving the Federal Reserve&#39;s assessment two days earlier that labor market conditions &#34;remain solid.&#34; July&#39;s payroll miss wasn&#39;t that bad, but May-June gains were slashed by a combined 258,000. The private sector added 83,000 jobs in July vs. 100,000 forecasts, but June&#39;s gain was revised to just 3,000. Government cut payrolls by 10,000 in July, after June&#39;s initially reported gain of 73,000 was revised to 11,000. The unemployment rate ticked back up to 4.2%. Fed Chairman Jerome Powell said the unemployment rate is the key number, but odds of a Sept. 17 rate cut more than doubled to 79% on Friday. A big question is whether so-so private-sector hiring in July reflects improvement after April&#39;s tariff shock, or whether July data will be revised lower too.</p><h2 id=\"id_2887035811\" style=\"text-align: start;\">Meta Earnings Crush Views</h2><p style=\"text-align: start;\"><strong>Meta Platforms</strong> (<strong>META</strong>) surged 11% Thursday to a record high after the Facebook parent reported Q2 earnings jumped 38% to $7.14 per share vs. estimates of $5.88 per share. Sales increased 22% to $47.52, also solidly beating. The strength of Meta&#39;s core business is giving CEO Mark Zuckerberg breathing room to spend exorbitantly on his ambitions to develop AI superintelligence. &#34;The capex/investment pace is very aggressive, but the company is doing this from a clear position of strength,&#34; Evercore ISI analyst Mark Mahaney wrote after the report.</p><h2 id=\"id_3895139535\" style=\"text-align: start;\">Amazon Profit Guidance Disappoints</h2><p style=\"text-align: start;\"><strong>Amazon.com</strong> (<strong>AMZN</strong>) reported a 33% EPS gain while revenue climbed 13% to $167.7 billion, both comfortably beating. Amazon Web Services saw a 17.5% revenue rise, slightly topping, but significantly slower than Google Cloud and Microsoft&#39;s Azure. The e-commerce and cloud computing giant guided up on Q3 sales, but down on operating profit. Shares tumbled Friday from a six-month high.</p><h2 id=\"id_223060296\" style=\"text-align: start;\">Microsoft Gets Cloud Lift</h2><p style=\"text-align: start;\"><strong>Microsoft</strong> (<strong>MSFT</strong>) smashed Wall Street&#39;s fiscal Q4 targets with a 24% EPS gain as revenue rose 18% to $76.44 billion, with both showing accelerating growth for a second straight quarter. The Azure cloud platform revenue grew 39%, beating its target of 34%-35%. Microsoft guided fiscal Q1 revenue up to a 15% gain with Azure growth of 37% in constant currency. The Dow tech giant also gave a bullish capital spending target. Microsoft stock spiked to a record high on the news.</p><h2 id=\"id_1783313693\" style=\"text-align: start;\">Chip Earnings Mostly Disappoint</h2><p style=\"text-align: start;\">Chip designer <strong>Arm Holdings</strong> (<strong>ARM</strong>) and wireless chip leader <strong>Qualcomm</strong> (<strong>QCOM</strong>) tumbled after their June-quarter reports. Arm sank on weaker-than-expected earnings guidance for the current quarter. Qualcomm fell on soft smartphone chip sales as <strong>Apple</strong> (<strong>AAPL</strong>) transitions to its own modem chips for the iPhone. Semiconductor equipment makers <strong>KLA</strong> (<strong>KLAC</strong>) and <strong>Lam Research</strong> (<strong>LRCX</strong>) fell despite posting better-than-expected results. <strong>Monolithic Power Systems</strong> (<strong>MPWR</strong>) and <strong>Rambus</strong> (<strong>RMBS</strong>) rose after beating Q2 views.</p><h2 id=\"id_4018094352\" style=\"text-align: start;\">Spotify Hits Wrong Note</h2><p style=\"text-align: start;\">The streaming music leader added 8 million premium subscribers to 276 million, with 696 million monthly active users, both beating. But <strong>Spotify Technology</strong> (<strong>SPOT</strong>) reported a surprise loss in Q2 while a 21% revenue gain to $4.75 billion missed. Sales guidance also fell short. Spotify stock fell sharply.</p><h2 id=\"id_1524099519\" style=\"text-align: start;\">Palo Alto Will Buy CyberArk</h2><p style=\"text-align: start;\"><strong>Palo Alto Networks</strong> (<strong>PANW</strong>) said it will buy <strong>CyberArk</strong> (<strong>CYBR</strong>) in a $25 billion mostly stocks deal, its largest since Nikesh Arora became CEO in 2018. CyberArk is a leader in privileged access management, while expanding into Internet of Things via a 2024 acquisition. CyberArk stock jumped while Palo Alto plunged. The news seemed to buoy shares of <strong>Rubrik</strong> (<strong>RBRK</strong>) and <strong>SailPoint</strong> (<strong>SAIL</strong>), while some others fell.</p><p style=\"text-align: start;\"><strong>Check Point Software</strong> (<strong>CHKP</strong>) said Q2 EPS rose 9% while revenue climbed 6% to $665 million, both edging by estimates. But billings came in light. Shares dived.</p><h2 id=\"id_3613305145\" style=\"text-align: start;\">Robinhood, Coinbase Miss On Key Metrics</h2><p style=\"text-align: start;\"><strong>Robinhood</strong> (<strong>HOOD</strong>) reported that Q2 EPS doubled while revenue jumped 45%, both beating estimates. Transaction-based revenue and options revenue also top for the free trading app. Cryptocurrency revenue spiked 98%, but fell short of expectations. Monthly active users rose year-over-year to 12.8 million, but missed views for 13.7 million. HOOD stock fell sharply after surging to record highs. <strong>Coinbase</strong> (<strong>COIN</strong>) posted a major earnings beat. But the crypto exchange missed forecasts for total revenue, transaction revenue, subscription revenue and stablecoin revenue. Total trading volume climbed 5% from last year, but was down $156 billion from Q1. COIN stock dived Friday, still up strongly in 2025.</p><h2 id=\"id_87460082\" style=\"text-align: start;\">Cruise Lines Chart Different Courses</h2><p style=\"text-align: start;\"><strong>Royal Caribbean</strong> (<strong>RCL</strong>) reported a better-than-expected 36% EPS gain for Q2. But a 10% revenue gain to $4.538 billion slightly missed, while the cruise line giant guided low on Q3 revenue. Shares tumbled from near record highs. <strong>Norwegian Cruise Line</strong> (<strong>NCLH</strong>) missed on the top and bottom line, but gave a bullish revenue forecast. Shares cleared a handle buy point from a very deep base.</p><h2 id=\"id_2492397197\" style=\"text-align: start;\">Boeing Narrows Loss</h2><p style=\"text-align: start;\"><strong>Boeing</strong> (<strong>BA</strong>) reported that its loss narrowed from last year while Q2 revenue increased 35%, both beating. Commercial airplane revenue spiked 81% while defense sales climbed 10%, also topping. The Dow manufacturer also received a boost from the U.S. trade deal with the EU, which includes an aerospace tariff exemption. Meanwhile, Boeing could face a defense production strike as early as Monday, after 3,200 IAM District 837 members rejected a contract proposal last week. Boeing on Thursday reportedly sent its &#34;last, best and final&#34; contract offer to the union, but has yet to hear back. CEO Kelly Ortberg said Tuesday that he &#34;wouldn&#39;t worry too much about the implications of the strike.&#34; BA stock retreated almost 5% on the week.</p><h2 id=\"id_2420735491\" style=\"text-align: start;\">Aerospace Alloy Firms Dented</h2><p style=\"text-align: start;\"><strong>Howmet Aerospace</strong> (<strong>HWM</strong>) beat forecasts with record profit and revenue for the quarter. The company lifted the lower end of its revenue outlook to $8.08 billion from $7.88 billion and guided earnings up at the midpoint. Howmet still tumbled on earnings, but regained its 50-day line to end the week. <strong>Carpenter Technology</strong> (<strong>CRS</strong>) plunged below its 50-day line as the alloy seller topped on earnings but missed on revenue. <strong>ATI</strong> (<strong>ATI</strong>) also delivered mixed results, with revenue missing forecasts despite a 67% jump in aerospace and defense sales. The midpoint of its Q3 earnings outlook was below expectations. Shares dived below its 50-day line.</p><h2 id=\"id_3313967489\" style=\"text-align: start;\">Heavy Construction Firms Pressured</h2><p style=\"text-align: start;\"><strong>Quanta</strong> (<strong>PWR</strong>) reported second-quarter sales rose 21% to $6.77 billion with revenue climbing 31%, beating views. Quanta raised its full-year sales guidance, seeing strong demand for energy projects and reshoring trends. The stock reversed lower, however. <strong>MasTec</strong> (<strong>MTZ</strong>) also beat with Q2 sales up 20% to $3.545 billion as earnings popped 49%. The company, citing an &#34;exceptionally strong demand climate,&#34; raised full-year guidance. Yet, shares fell Friday. <strong>Fluor</strong> (<strong>FLR</strong>) missed sales and profit estimates and cut its 2025 forecast from $2.25-$2.75 to $1.95-$2.15 per share. Sales fell 6% as adjusted EPS slid 49%. Fluor cited subcontractor design errors at three projects and a shift in expected capital spending from some customers. Shares sold off Friday.</p><h2 id=\"id_3865159526\" style=\"text-align: start;\">Oil Giants Report Big Profit Declines</h2><p style=\"text-align: start;\">U.S. supermajors <strong>Chevron</strong> (<strong>CVX</strong>) and <strong>Exxon Mobil</strong> (<strong>XOM</strong>) reported second-quarter earnings and revenue early Friday, with both companies seeing big year-over-year profit declines. Chevron&#39;s EPS tumbled 31% while sales fell 12% to $44.82 billion. Exxon earnings dropped 23% to while revenue was off 12% to $81.51 billion. Both Exxon And Chevron focused on share buybacks and dividends in Q2, returning $9.2 billion and $5.5 billion to shareholders, respectively. The two rivals have pledged to work closely with each other in major global oil exploration projects. That alignment has led to some chatter of an industry-bending Exxon-Chevron merger.</p><h2 id=\"id_2654671227\" style=\"text-align: start;\">Stock Market News In Brief</h2><p style=\"text-align: start;\"><strong>GeneDx</strong> (<strong>WGS</strong>) crushed Q2 EPS views and easily beat with a 46% revenue gain to $102.7 million. The genetic testing firm also guided higher. Shares skyrocketed.</p><p style=\"text-align: start;\"><strong>Exelixis</strong> (<strong>EXEL</strong>) dived after an 11% revenue drop fell short and the biotech guided full-year sales slightly below views. An 11% EPS drop topped consensus.</p><p style=\"text-align: start;\"><strong>Cloudflare</strong> (<strong>NET</strong>) said Q2 earnings were 21 cents a share, up a penny from a year earlier. Revenue climbed 28% to $512.3 million. Both modestly beat views. Cloudflare guided higher on Q3 revenue.</p><p style=\"text-align: start;\"><strong>SoFi Technologies</strong> (<strong>SOFI</strong>) reported Q2 adjusted EPS of 8 cents per share, up from 1-cent profit a year earlier and topping estimates. Revenue rose 44% to $858 million, easily beating. The fintech raised revenue and membership growth guidance. Shares made big moves, ultimately little changed, holding the 21-day line.</p><p style=\"text-align: start;\"><strong>Booking Holdings</strong> (<strong>BKNG</strong>) earnings rose 32% vs. a year earlier while revenue grew 16% to $6.8 billion, both beating and with growth accelerating. The online travel agency guided slightly lower on Q3 revenue but said demand was &#34;steady&#34; overall. Booking stock wavered but ultimately fell modestly.</p><p style=\"text-align: start;\"><strong>Figma</strong> (<strong>FIG</strong>) rocketed after its initial public offering. Shares of the design software maker surged 250% from its above-range price of $33 a share to close its first day of trading at 115.50.</p><p style=\"text-align: start;\"><strong>Vertiv</strong> (<strong>VRT</strong>) surged after the data center infrastructure provider beat second-quarter estimates and raised its full-year outlook. On a year-over-year basis, Vertiv earnings increased 42% while sales rose 35%.</p><p style=\"text-align: start;\"><strong>Cadence Design Systems</strong> (<strong>CDNS</strong>) jumped after the electronic design automation software firm topped Q2 estimates and raised its full-year outlook. Cadence earnings rose 29% in Q2 while sales increased 20%.</p><p style=\"text-align: start;\"><strong>Celestica</strong> (<strong>CLS</strong>) topped second-quarter estimates with EPS up 54% to $1.39 and sales up 21% to $2.89 billion. The contract electronics manufacturer also raised guidance for Q3 and the full year.</p><p style=\"text-align: start;\"><strong>Roku</strong> (<strong>ROKU</strong>) delivered better-than-expected second-quarter revenue and a surprise profit. The streaming video platform also guided above estimates for the current quarter and full year. But Roku stock fell after the report.</p><p style=\"text-align: start;\"><strong>Trane Technologies</strong> (<strong>TT</strong>) topped estimates with an 18% increase in earnings on 8% revenue growth. The heating and cooling company hiked its full-year earnings and revenue guidance. But shares tumbled back to the 50-day line.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","META":"Meta Platforms, Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index","MSFT":"微软",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170101098","content_text":"The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.Microsoft, Meta Platforms, Inc. beat Q2 views and guided higher, but  Amazon.com  guided low on Q3 earnings. All offered strong capital spending forecasts, a good sign for AI chip, hardware and related stocks.  Apple  rose while  ARM Holdings  and  Spotify Technology S.A.  were notable losers.  Palo Alto Networks  will buy  CyberArk  for $25 billion in a big cybersecurity deal. Core PCE inflation turned hotter while the latest jobs report was weak.Stocks Retreat On Trump Tariffs, Jobs ReportThe S&P 500 and Nasdaq hit fresh highs during the week, but ultimately fell sharply, mostly Friday on new Trump tariffs and a cool jobs report. A divided Fed and mixed earnings weighed on much of the market earlier. All the major indexes closed below their 21-day lines for the first time in months, with the Dow also tested its 50-day line and the Russell 2000 undercutting it. Treasury yields plunged, with nearly all of it coming on Friday.Jobs Report Upends Fed OutlookFriday's jobs report was a game-changer, disproving the Federal Reserve's assessment two days earlier that labor market conditions \"remain solid.\" July's payroll miss wasn't that bad, but May-June gains were slashed by a combined 258,000. The private sector added 83,000 jobs in July vs. 100,000 forecasts, but June's gain was revised to just 3,000. Government cut payrolls by 10,000 in July, after June's initially reported gain of 73,000 was revised to 11,000. The unemployment rate ticked back up to 4.2%. Fed Chairman Jerome Powell said the unemployment rate is the key number, but odds of a Sept. 17 rate cut more than doubled to 79% on Friday. A big question is whether so-so private-sector hiring in July reflects improvement after April's tariff shock, or whether July data will be revised lower too.Meta Earnings Crush ViewsMeta Platforms (META) surged 11% Thursday to a record high after the Facebook parent reported Q2 earnings jumped 38% to $7.14 per share vs. estimates of $5.88 per share. Sales increased 22% to $47.52, also solidly beating. The strength of Meta's core business is giving CEO Mark Zuckerberg breathing room to spend exorbitantly on his ambitions to develop AI superintelligence. \"The capex/investment pace is very aggressive, but the company is doing this from a clear position of strength,\" Evercore ISI analyst Mark Mahaney wrote after the report.Amazon Profit Guidance DisappointsAmazon.com (AMZN) reported a 33% EPS gain while revenue climbed 13% to $167.7 billion, both comfortably beating. Amazon Web Services saw a 17.5% revenue rise, slightly topping, but significantly slower than Google Cloud and Microsoft's Azure. The e-commerce and cloud computing giant guided up on Q3 sales, but down on operating profit. Shares tumbled Friday from a six-month high.Microsoft Gets Cloud LiftMicrosoft (MSFT) smashed Wall Street's fiscal Q4 targets with a 24% EPS gain as revenue rose 18% to $76.44 billion, with both showing accelerating growth for a second straight quarter. The Azure cloud platform revenue grew 39%, beating its target of 34%-35%. Microsoft guided fiscal Q1 revenue up to a 15% gain with Azure growth of 37% in constant currency. The Dow tech giant also gave a bullish capital spending target. Microsoft stock spiked to a record high on the news.Chip Earnings Mostly DisappointChip designer Arm Holdings (ARM) and wireless chip leader Qualcomm (QCOM) tumbled after their June-quarter reports. Arm sank on weaker-than-expected earnings guidance for the current quarter. Qualcomm fell on soft smartphone chip sales as Apple (AAPL) transitions to its own modem chips for the iPhone. Semiconductor equipment makers KLA (KLAC) and Lam Research (LRCX) fell despite posting better-than-expected results. Monolithic Power Systems (MPWR) and Rambus (RMBS) rose after beating Q2 views.Spotify Hits Wrong NoteThe streaming music leader added 8 million premium subscribers to 276 million, with 696 million monthly active users, both beating. But Spotify Technology (SPOT) reported a surprise loss in Q2 while a 21% revenue gain to $4.75 billion missed. Sales guidance also fell short. Spotify stock fell sharply.Palo Alto Will Buy CyberArkPalo Alto Networks (PANW) said it will buy CyberArk (CYBR) in a $25 billion mostly stocks deal, its largest since Nikesh Arora became CEO in 2018. CyberArk is a leader in privileged access management, while expanding into Internet of Things via a 2024 acquisition. CyberArk stock jumped while Palo Alto plunged. The news seemed to buoy shares of Rubrik (RBRK) and SailPoint (SAIL), while some others fell.Check Point Software (CHKP) said Q2 EPS rose 9% while revenue climbed 6% to $665 million, both edging by estimates. But billings came in light. Shares dived.Robinhood, Coinbase Miss On Key MetricsRobinhood (HOOD) reported that Q2 EPS doubled while revenue jumped 45%, both beating estimates. Transaction-based revenue and options revenue also top for the free trading app. Cryptocurrency revenue spiked 98%, but fell short of expectations. Monthly active users rose year-over-year to 12.8 million, but missed views for 13.7 million. HOOD stock fell sharply after surging to record highs. Coinbase (COIN) posted a major earnings beat. But the crypto exchange missed forecasts for total revenue, transaction revenue, subscription revenue and stablecoin revenue. Total trading volume climbed 5% from last year, but was down $156 billion from Q1. COIN stock dived Friday, still up strongly in 2025.Cruise Lines Chart Different CoursesRoyal Caribbean (RCL) reported a better-than-expected 36% EPS gain for Q2. But a 10% revenue gain to $4.538 billion slightly missed, while the cruise line giant guided low on Q3 revenue. Shares tumbled from near record highs. Norwegian Cruise Line (NCLH) missed on the top and bottom line, but gave a bullish revenue forecast. Shares cleared a handle buy point from a very deep base.Boeing Narrows LossBoeing (BA) reported that its loss narrowed from last year while Q2 revenue increased 35%, both beating. Commercial airplane revenue spiked 81% while defense sales climbed 10%, also topping. The Dow manufacturer also received a boost from the U.S. trade deal with the EU, which includes an aerospace tariff exemption. Meanwhile, Boeing could face a defense production strike as early as Monday, after 3,200 IAM District 837 members rejected a contract proposal last week. Boeing on Thursday reportedly sent its \"last, best and final\" contract offer to the union, but has yet to hear back. CEO Kelly Ortberg said Tuesday that he \"wouldn't worry too much about the implications of the strike.\" BA stock retreated almost 5% on the week.Aerospace Alloy Firms DentedHowmet Aerospace (HWM) beat forecasts with record profit and revenue for the quarter. The company lifted the lower end of its revenue outlook to $8.08 billion from $7.88 billion and guided earnings up at the midpoint. Howmet still tumbled on earnings, but regained its 50-day line to end the week. Carpenter Technology (CRS) plunged below its 50-day line as the alloy seller topped on earnings but missed on revenue. ATI (ATI) also delivered mixed results, with revenue missing forecasts despite a 67% jump in aerospace and defense sales. The midpoint of its Q3 earnings outlook was below expectations. Shares dived below its 50-day line.Heavy Construction Firms PressuredQuanta (PWR) reported second-quarter sales rose 21% to $6.77 billion with revenue climbing 31%, beating views. Quanta raised its full-year sales guidance, seeing strong demand for energy projects and reshoring trends. The stock reversed lower, however. MasTec (MTZ) also beat with Q2 sales up 20% to $3.545 billion as earnings popped 49%. The company, citing an \"exceptionally strong demand climate,\" raised full-year guidance. Yet, shares fell Friday. Fluor (FLR) missed sales and profit estimates and cut its 2025 forecast from $2.25-$2.75 to $1.95-$2.15 per share. Sales fell 6% as adjusted EPS slid 49%. Fluor cited subcontractor design errors at three projects and a shift in expected capital spending from some customers. Shares sold off Friday.Oil Giants Report Big Profit DeclinesU.S. supermajors Chevron (CVX) and Exxon Mobil (XOM) reported second-quarter earnings and revenue early Friday, with both companies seeing big year-over-year profit declines. Chevron's EPS tumbled 31% while sales fell 12% to $44.82 billion. Exxon earnings dropped 23% to while revenue was off 12% to $81.51 billion. Both Exxon And Chevron focused on share buybacks and dividends in Q2, returning $9.2 billion and $5.5 billion to shareholders, respectively. The two rivals have pledged to work closely with each other in major global oil exploration projects. That alignment has led to some chatter of an industry-bending Exxon-Chevron merger.Stock Market News In BriefGeneDx (WGS) crushed Q2 EPS views and easily beat with a 46% revenue gain to $102.7 million. The genetic testing firm also guided higher. Shares skyrocketed.Exelixis (EXEL) dived after an 11% revenue drop fell short and the biotech guided full-year sales slightly below views. An 11% EPS drop topped consensus.Cloudflare (NET) said Q2 earnings were 21 cents a share, up a penny from a year earlier. Revenue climbed 28% to $512.3 million. Both modestly beat views. Cloudflare guided higher on Q3 revenue.SoFi Technologies (SOFI) reported Q2 adjusted EPS of 8 cents per share, up from 1-cent profit a year earlier and topping estimates. Revenue rose 44% to $858 million, easily beating. The fintech raised revenue and membership growth guidance. Shares made big moves, ultimately little changed, holding the 21-day line.Booking Holdings (BKNG) earnings rose 32% vs. a year earlier while revenue grew 16% to $6.8 billion, both beating and with growth accelerating. The online travel agency guided slightly lower on Q3 revenue but said demand was \"steady\" overall. Booking stock wavered but ultimately fell modestly.Figma (FIG) rocketed after its initial public offering. Shares of the design software maker surged 250% from its above-range price of $33 a share to close its first day of trading at 115.50.Vertiv (VRT) surged after the data center infrastructure provider beat second-quarter estimates and raised its full-year outlook. On a year-over-year basis, Vertiv earnings increased 42% while sales rose 35%.Cadence Design Systems (CDNS) jumped after the electronic design automation software firm topped Q2 estimates and raised its full-year outlook. Cadence earnings rose 29% in Q2 while sales increased 20%.Celestica (CLS) topped second-quarter estimates with EPS up 54% to $1.39 and sales up 21% to $2.89 billion. The contract electronics manufacturer also raised guidance for Q3 and the full year.Roku (ROKU) delivered better-than-expected second-quarter revenue and a surprise profit. The streaming video platform also guided above estimates for the current quarter and full year. But Roku stock fell after the report.Trane Technologies (TT) topped estimates with an 18% increase in earnings on 8% revenue growth. The heating and cooling company hiked its full-year earnings and revenue guidance. But shares tumbled back to the 50-day line.","news_type":1,"symbols_score_info":{".DJI":1.1,"MSFT":1.1,".IXIC":1.1,"META":1.1,"AMZN":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355142338118048,"gmtCreate":1727708082312,"gmtModify":1727708399699,"author":{"id":"3586578119834454","authorId":"3586578119834454","name":"JJChang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586578119834454","idStr":"3586578119834454"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355142338118048","repostId":"2471040188","repostType":2,"repost":{"id":"2471040188","kind":"highlight","pubTimestamp":1727708107,"share":"https://ttm.financial/m/news/2471040188?lang=en_US&edition=fundamental","pubTime":"2024-09-30 22:55","market":"fut","language":"en","title":"3 Compelling Reasons Nvidia Stock Remains a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=2471040188","media":"Motley Fool","summary":"Nvidia's future looks bright as it spearheads the AI revolution.","content":"<div>\n<p>Nvidia's stock has outperformed the S&P 500 by a wide margin.The company's capital return program includes significant share buybacks and dividend growth.Nvidia is at the forefront of the AI boom, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Compelling Reasons Nvidia Stock Remains a Top Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Compelling Reasons Nvidia Stock Remains a Top Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-30 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock has outperformed the S&P 500 by a wide margin.The company's capital return program includes significant share buybacks and dividend growth.Nvidia is at the forefront of the AI boom, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4587":"ChatGPT概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4592":"伊斯兰概念","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4551":"寇图资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4581":"高盛持仓","BK4543":"AI","BK4527":"明星科技股","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4567":"ESG概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NVDA":"英伟达","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4503":"景林资产持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念"},"source_url":"https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2471040188","content_text":"Nvidia's stock has outperformed the S&P 500 by a wide margin.The company's capital return program includes significant share buybacks and dividend growth.Nvidia is at the forefront of the AI boom, with data center revenue poised for parabolic growth. NVIDIA Corp's stock has been on a tear. The company's shares have surged 145% year to date, dwarfing the  S&P 500's gains. This otherworldly performance for a megacap stock extends beyond the short term. Nvidia's shares have skyrocketed 487% over the past three years and an astounding 2,740% over the past five years.Despite this astronomical rise, Nvidia's long-term valuation remains attractive. The stock trades at 28.5 times fiscal 2027 projected earnings, which isn't outlandish for a top-tier tech company. Still, investors have openly wondered whether Nvidia's outperformance can continue. Here are three compelling reasons the chipmaker's shares remain a top buy-and-hold candidate.Reason No. 1: Rewarding shareholders through buybacks and dividendsNvidia has demonstrated a strong commitment to returning capital to shareholders. The company repurchased 62.8 million shares for $7 billion in the second quarter of fiscal year 2025 alone, according to its latest 10-Q filing with the Securities and Exchange Commission.Nvidia's board recently approved an additional $50 billion for share repurchases, bringing the total available to $53.9 billion as of Aug. 26. This substantial buyback authorization underscores management's confidence in Nvidia's long-term prospects.While its dividend program is usually an afterthought for most shareholders because of its 0.03% minuscule yield, the company did boost its quarterly cash dividend to $0.01 per share on a post-stock-split basis earlier this year. This increase, though small, underscores management's commitment to rewarding loyal shareholders.These capital return initiatives demonstrate Nvidia's commitment to creating shareholder value. The combination of aggressive share repurchases and consistent dividend growth provides investors with multiple avenues for returns, setting Nvidia apart from many high-growth tech companies that forgo dividends entirely in favor of reinvesting in the business.Reason No. 2: Riding the AI waveNvidia is perfectly positioned to capitalize on the artificial intelligence (AI) boom. The company's graphics processing units (GPUs) are the gold standard for AI and machine learning applications. This dominance is reflected in Nvidia's data center revenue, which is experiencing explosive growth.Industry experts predict that AI will have a transformative impact on the global economy. Consulting firm Accenture forecasts that AI could double annual global economic growth rates by 2035. PricewaterhouseCoopers estimates that global GDP may increase by up to 14%, or $15.7 trillion, by 2030 thanks to AI adoption.Nvidia's technological leadership in AI hardware puts it at the forefront of this revolution. The company's GPUs are essential for training large language models and powering AI-driven applications across industries. As AI adoption accelerates, Nvidia stands to benefit from increased demand for its specialized hardware.Reason No. 3: Increasing data center growthNvidia CEO Jensen Huang envisions a future where \"millions of GPU data centers\" power AI interactions across the internet. This vision is rapidly becoming a reality. Major tech companies are dramatically increasing their GPU purchases, with Microsoft planning to triple its GPU supply to 1.8 million units this year.Other tech giants are following suit. Meta Platforms has announced orders for 150,000 H100 GPUs last year and 350,000 H100s or equivalents this year. Elon Musk's Tesla and X are also investing heavily in AI infrastructure, further ramping up demand.Industry analysts project even more dramatic growth. Broadcom expects million-GPU clusters by 2027, compared with clusters with tens of thousands of GPUs today. Advanced Micro Devices CEO Lisa Su predicts the AI accelerator market will reach $400 billion by 2027.With Nvidia's dominant market share, this could translate to a data center segment worth $320 billion for the company by 2027. To put this into context, Nvidia is on track to generate between $106 billion to $121 billion (a rough estimate) in data center revenue in fiscal 2025.The road aheadNvidia's stock performance has been nothing short of extraordinary. The company's commitment to shareholder returns through buybacks and dividends demonstrates confidence in its long-term prospects. Most importantly, Nvidia's central role in the AI revolution positions it for continued growth.While past performance doesn't guarantee future results, Nvidia's technological leadership and strategic positioning make it a compelling choice for investors looking to capitalize on the AI megatrend. The company's ability to innovate and adapt to rapidly changing market demands will be crucial as it navigates the exciting but competitive landscape of AI.As AI applications become more prevalent across industries, Nvidia's hardware is likely to play an increasingly vital role in powering these technologies. The company's strong financial position and focused strategy provide a solid foundation for future growth.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168040612,"gmtCreate":1623945249936,"gmtModify":1703824337131,"author":{"id":"3586578119834454","authorId":"3586578119834454","name":"JJChang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586578119834454","idStr":"3586578119834454"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168040612","repostId":"2144742672","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":463145860661520,"gmtCreate":1754102724766,"gmtModify":1754112340543,"author":{"id":"3586578119834454","authorId":"3586578119834454","name":"JJChang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586578119834454","authorIdStr":"3586578119834454"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463145860661520","repostId":"1170101098","repostType":2,"repost":{"id":"1170101098","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":1754097101,"share":"https://ttm.financial/m/news/1170101098?lang=en_US&edition=fundamental","pubTime":"2025-08-02 09:11","market":"us","language":"en","title":"U.S. Weekly Review | Stock Market Falls on Trump Tariffs, Jobs Report; Microsoft, Meta, Amazon Also in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1170101098","media":"Tiger Newspress","summary":"The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$ beat Q2 views and guided higher, but...","content":"<html><head></head><body><p style=\"text-align: start;\">The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> beat Q2 views and guided higher, but  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>  guided low on Q3 earnings. All offered strong capital spending forecasts, a good sign for AI chip, hardware and related stocks.  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>  rose while  <a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a>  and  <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  were notable losers.  <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>  will buy  <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a>  for $25 billion in a big cybersecurity deal. Core PCE inflation turned hotter while the latest jobs report was weak.</p><h2 id=\"id_4162088030\" style=\"text-align: start;\">Stocks Retreat On Trump Tariffs, Jobs Report</h2><p style=\"text-align: start;\">The S&amp;P 500 and Nasdaq hit fresh highs during the week, but ultimately fell sharply, mostly Friday on new Trump tariffs and a cool jobs report. A divided Fed and mixed earnings weighed on much of the market earlier. All the major indexes closed below their 21-day lines for the first time in months, with the Dow also tested its 50-day line and the Russell 2000 undercutting it. Treasury yields plunged, with nearly all of it coming on Friday.</p><h2 id=\"id_2246081876\" style=\"text-align: start;\">Jobs Report Upends Fed Outlook</h2><p style=\"text-align: start;\">Friday&#39;s jobs report was a game-changer, disproving the Federal Reserve&#39;s assessment two days earlier that labor market conditions &#34;remain solid.&#34; July&#39;s payroll miss wasn&#39;t that bad, but May-June gains were slashed by a combined 258,000. The private sector added 83,000 jobs in July vs. 100,000 forecasts, but June&#39;s gain was revised to just 3,000. Government cut payrolls by 10,000 in July, after June&#39;s initially reported gain of 73,000 was revised to 11,000. The unemployment rate ticked back up to 4.2%. Fed Chairman Jerome Powell said the unemployment rate is the key number, but odds of a Sept. 17 rate cut more than doubled to 79% on Friday. A big question is whether so-so private-sector hiring in July reflects improvement after April&#39;s tariff shock, or whether July data will be revised lower too.</p><h2 id=\"id_2887035811\" style=\"text-align: start;\">Meta Earnings Crush Views</h2><p style=\"text-align: start;\"><strong>Meta Platforms</strong> (<strong>META</strong>) surged 11% Thursday to a record high after the Facebook parent reported Q2 earnings jumped 38% to $7.14 per share vs. estimates of $5.88 per share. Sales increased 22% to $47.52, also solidly beating. The strength of Meta&#39;s core business is giving CEO Mark Zuckerberg breathing room to spend exorbitantly on his ambitions to develop AI superintelligence. &#34;The capex/investment pace is very aggressive, but the company is doing this from a clear position of strength,&#34; Evercore ISI analyst Mark Mahaney wrote after the report.</p><h2 id=\"id_3895139535\" style=\"text-align: start;\">Amazon Profit Guidance Disappoints</h2><p style=\"text-align: start;\"><strong>Amazon.com</strong> (<strong>AMZN</strong>) reported a 33% EPS gain while revenue climbed 13% to $167.7 billion, both comfortably beating. Amazon Web Services saw a 17.5% revenue rise, slightly topping, but significantly slower than Google Cloud and Microsoft&#39;s Azure. The e-commerce and cloud computing giant guided up on Q3 sales, but down on operating profit. Shares tumbled Friday from a six-month high.</p><h2 id=\"id_223060296\" style=\"text-align: start;\">Microsoft Gets Cloud Lift</h2><p style=\"text-align: start;\"><strong>Microsoft</strong> (<strong>MSFT</strong>) smashed Wall Street&#39;s fiscal Q4 targets with a 24% EPS gain as revenue rose 18% to $76.44 billion, with both showing accelerating growth for a second straight quarter. The Azure cloud platform revenue grew 39%, beating its target of 34%-35%. Microsoft guided fiscal Q1 revenue up to a 15% gain with Azure growth of 37% in constant currency. The Dow tech giant also gave a bullish capital spending target. Microsoft stock spiked to a record high on the news.</p><h2 id=\"id_1783313693\" style=\"text-align: start;\">Chip Earnings Mostly Disappoint</h2><p style=\"text-align: start;\">Chip designer <strong>Arm Holdings</strong> (<strong>ARM</strong>) and wireless chip leader <strong>Qualcomm</strong> (<strong>QCOM</strong>) tumbled after their June-quarter reports. Arm sank on weaker-than-expected earnings guidance for the current quarter. Qualcomm fell on soft smartphone chip sales as <strong>Apple</strong> (<strong>AAPL</strong>) transitions to its own modem chips for the iPhone. Semiconductor equipment makers <strong>KLA</strong> (<strong>KLAC</strong>) and <strong>Lam Research</strong> (<strong>LRCX</strong>) fell despite posting better-than-expected results. <strong>Monolithic Power Systems</strong> (<strong>MPWR</strong>) and <strong>Rambus</strong> (<strong>RMBS</strong>) rose after beating Q2 views.</p><h2 id=\"id_4018094352\" style=\"text-align: start;\">Spotify Hits Wrong Note</h2><p style=\"text-align: start;\">The streaming music leader added 8 million premium subscribers to 276 million, with 696 million monthly active users, both beating. But <strong>Spotify Technology</strong> (<strong>SPOT</strong>) reported a surprise loss in Q2 while a 21% revenue gain to $4.75 billion missed. Sales guidance also fell short. Spotify stock fell sharply.</p><h2 id=\"id_1524099519\" style=\"text-align: start;\">Palo Alto Will Buy CyberArk</h2><p style=\"text-align: start;\"><strong>Palo Alto Networks</strong> (<strong>PANW</strong>) said it will buy <strong>CyberArk</strong> (<strong>CYBR</strong>) in a $25 billion mostly stocks deal, its largest since Nikesh Arora became CEO in 2018. CyberArk is a leader in privileged access management, while expanding into Internet of Things via a 2024 acquisition. CyberArk stock jumped while Palo Alto plunged. The news seemed to buoy shares of <strong>Rubrik</strong> (<strong>RBRK</strong>) and <strong>SailPoint</strong> (<strong>SAIL</strong>), while some others fell.</p><p style=\"text-align: start;\"><strong>Check Point Software</strong> (<strong>CHKP</strong>) said Q2 EPS rose 9% while revenue climbed 6% to $665 million, both edging by estimates. But billings came in light. Shares dived.</p><h2 id=\"id_3613305145\" style=\"text-align: start;\">Robinhood, Coinbase Miss On Key Metrics</h2><p style=\"text-align: start;\"><strong>Robinhood</strong> (<strong>HOOD</strong>) reported that Q2 EPS doubled while revenue jumped 45%, both beating estimates. Transaction-based revenue and options revenue also top for the free trading app. Cryptocurrency revenue spiked 98%, but fell short of expectations. Monthly active users rose year-over-year to 12.8 million, but missed views for 13.7 million. HOOD stock fell sharply after surging to record highs. <strong>Coinbase</strong> (<strong>COIN</strong>) posted a major earnings beat. But the crypto exchange missed forecasts for total revenue, transaction revenue, subscription revenue and stablecoin revenue. Total trading volume climbed 5% from last year, but was down $156 billion from Q1. COIN stock dived Friday, still up strongly in 2025.</p><h2 id=\"id_87460082\" style=\"text-align: start;\">Cruise Lines Chart Different Courses</h2><p style=\"text-align: start;\"><strong>Royal Caribbean</strong> (<strong>RCL</strong>) reported a better-than-expected 36% EPS gain for Q2. But a 10% revenue gain to $4.538 billion slightly missed, while the cruise line giant guided low on Q3 revenue. Shares tumbled from near record highs. <strong>Norwegian Cruise Line</strong> (<strong>NCLH</strong>) missed on the top and bottom line, but gave a bullish revenue forecast. Shares cleared a handle buy point from a very deep base.</p><h2 id=\"id_2492397197\" style=\"text-align: start;\">Boeing Narrows Loss</h2><p style=\"text-align: start;\"><strong>Boeing</strong> (<strong>BA</strong>) reported that its loss narrowed from last year while Q2 revenue increased 35%, both beating. Commercial airplane revenue spiked 81% while defense sales climbed 10%, also topping. The Dow manufacturer also received a boost from the U.S. trade deal with the EU, which includes an aerospace tariff exemption. Meanwhile, Boeing could face a defense production strike as early as Monday, after 3,200 IAM District 837 members rejected a contract proposal last week. Boeing on Thursday reportedly sent its &#34;last, best and final&#34; contract offer to the union, but has yet to hear back. CEO Kelly Ortberg said Tuesday that he &#34;wouldn&#39;t worry too much about the implications of the strike.&#34; BA stock retreated almost 5% on the week.</p><h2 id=\"id_2420735491\" style=\"text-align: start;\">Aerospace Alloy Firms Dented</h2><p style=\"text-align: start;\"><strong>Howmet Aerospace</strong> (<strong>HWM</strong>) beat forecasts with record profit and revenue for the quarter. The company lifted the lower end of its revenue outlook to $8.08 billion from $7.88 billion and guided earnings up at the midpoint. Howmet still tumbled on earnings, but regained its 50-day line to end the week. <strong>Carpenter Technology</strong> (<strong>CRS</strong>) plunged below its 50-day line as the alloy seller topped on earnings but missed on revenue. <strong>ATI</strong> (<strong>ATI</strong>) also delivered mixed results, with revenue missing forecasts despite a 67% jump in aerospace and defense sales. The midpoint of its Q3 earnings outlook was below expectations. Shares dived below its 50-day line.</p><h2 id=\"id_3313967489\" style=\"text-align: start;\">Heavy Construction Firms Pressured</h2><p style=\"text-align: start;\"><strong>Quanta</strong> (<strong>PWR</strong>) reported second-quarter sales rose 21% to $6.77 billion with revenue climbing 31%, beating views. Quanta raised its full-year sales guidance, seeing strong demand for energy projects and reshoring trends. The stock reversed lower, however. <strong>MasTec</strong> (<strong>MTZ</strong>) also beat with Q2 sales up 20% to $3.545 billion as earnings popped 49%. The company, citing an &#34;exceptionally strong demand climate,&#34; raised full-year guidance. Yet, shares fell Friday. <strong>Fluor</strong> (<strong>FLR</strong>) missed sales and profit estimates and cut its 2025 forecast from $2.25-$2.75 to $1.95-$2.15 per share. Sales fell 6% as adjusted EPS slid 49%. Fluor cited subcontractor design errors at three projects and a shift in expected capital spending from some customers. Shares sold off Friday.</p><h2 id=\"id_3865159526\" style=\"text-align: start;\">Oil Giants Report Big Profit Declines</h2><p style=\"text-align: start;\">U.S. supermajors <strong>Chevron</strong> (<strong>CVX</strong>) and <strong>Exxon Mobil</strong> (<strong>XOM</strong>) reported second-quarter earnings and revenue early Friday, with both companies seeing big year-over-year profit declines. Chevron&#39;s EPS tumbled 31% while sales fell 12% to $44.82 billion. Exxon earnings dropped 23% to while revenue was off 12% to $81.51 billion. Both Exxon And Chevron focused on share buybacks and dividends in Q2, returning $9.2 billion and $5.5 billion to shareholders, respectively. The two rivals have pledged to work closely with each other in major global oil exploration projects. That alignment has led to some chatter of an industry-bending Exxon-Chevron merger.</p><h2 id=\"id_2654671227\" style=\"text-align: start;\">Stock Market News In Brief</h2><p style=\"text-align: start;\"><strong>GeneDx</strong> (<strong>WGS</strong>) crushed Q2 EPS views and easily beat with a 46% revenue gain to $102.7 million. The genetic testing firm also guided higher. Shares skyrocketed.</p><p style=\"text-align: start;\"><strong>Exelixis</strong> (<strong>EXEL</strong>) dived after an 11% revenue drop fell short and the biotech guided full-year sales slightly below views. An 11% EPS drop topped consensus.</p><p style=\"text-align: start;\"><strong>Cloudflare</strong> (<strong>NET</strong>) said Q2 earnings were 21 cents a share, up a penny from a year earlier. Revenue climbed 28% to $512.3 million. Both modestly beat views. Cloudflare guided higher on Q3 revenue.</p><p style=\"text-align: start;\"><strong>SoFi Technologies</strong> (<strong>SOFI</strong>) reported Q2 adjusted EPS of 8 cents per share, up from 1-cent profit a year earlier and topping estimates. Revenue rose 44% to $858 million, easily beating. The fintech raised revenue and membership growth guidance. Shares made big moves, ultimately little changed, holding the 21-day line.</p><p style=\"text-align: start;\"><strong>Booking Holdings</strong> (<strong>BKNG</strong>) earnings rose 32% vs. a year earlier while revenue grew 16% to $6.8 billion, both beating and with growth accelerating. The online travel agency guided slightly lower on Q3 revenue but said demand was &#34;steady&#34; overall. Booking stock wavered but ultimately fell modestly.</p><p style=\"text-align: start;\"><strong>Figma</strong> (<strong>FIG</strong>) rocketed after its initial public offering. Shares of the design software maker surged 250% from its above-range price of $33 a share to close its first day of trading at 115.50.</p><p style=\"text-align: start;\"><strong>Vertiv</strong> (<strong>VRT</strong>) surged after the data center infrastructure provider beat second-quarter estimates and raised its full-year outlook. On a year-over-year basis, Vertiv earnings increased 42% while sales rose 35%.</p><p style=\"text-align: start;\"><strong>Cadence Design Systems</strong> (<strong>CDNS</strong>) jumped after the electronic design automation software firm topped Q2 estimates and raised its full-year outlook. Cadence earnings rose 29% in Q2 while sales increased 20%.</p><p style=\"text-align: start;\"><strong>Celestica</strong> (<strong>CLS</strong>) topped second-quarter estimates with EPS up 54% to $1.39 and sales up 21% to $2.89 billion. The contract electronics manufacturer also raised guidance for Q3 and the full year.</p><p style=\"text-align: start;\"><strong>Roku</strong> (<strong>ROKU</strong>) delivered better-than-expected second-quarter revenue and a surprise profit. The streaming video platform also guided above estimates for the current quarter and full year. But Roku stock fell after the report.</p><p style=\"text-align: start;\"><strong>Trane Technologies</strong> (<strong>TT</strong>) topped estimates with an 18% increase in earnings on 8% revenue growth. The heating and cooling company hiked its full-year earnings and revenue guidance. But shares tumbled back to the 50-day line.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review | Stock Market Falls on Trump Tariffs, Jobs Report; Microsoft, Meta, Amazon Also in Focus</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\">\nU.S. Weekly Review | Stock Market Falls on Trump Tariffs, Jobs Report; Microsoft, Meta, Amazon Also in Focus\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\">2025-08-02 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> beat Q2 views and guided higher, but  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>  guided low on Q3 earnings. All offered strong capital spending forecasts, a good sign for AI chip, hardware and related stocks.  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>  rose while  <a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a>  and  <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  were notable losers.  <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>  will buy  <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a>  for $25 billion in a big cybersecurity deal. Core PCE inflation turned hotter while the latest jobs report was weak.</p><h2 id=\"id_4162088030\" style=\"text-align: start;\">Stocks Retreat On Trump Tariffs, Jobs Report</h2><p style=\"text-align: start;\">The S&amp;P 500 and Nasdaq hit fresh highs during the week, but ultimately fell sharply, mostly Friday on new Trump tariffs and a cool jobs report. A divided Fed and mixed earnings weighed on much of the market earlier. All the major indexes closed below their 21-day lines for the first time in months, with the Dow also tested its 50-day line and the Russell 2000 undercutting it. Treasury yields plunged, with nearly all of it coming on Friday.</p><h2 id=\"id_2246081876\" style=\"text-align: start;\">Jobs Report Upends Fed Outlook</h2><p style=\"text-align: start;\">Friday&#39;s jobs report was a game-changer, disproving the Federal Reserve&#39;s assessment two days earlier that labor market conditions &#34;remain solid.&#34; July&#39;s payroll miss wasn&#39;t that bad, but May-June gains were slashed by a combined 258,000. The private sector added 83,000 jobs in July vs. 100,000 forecasts, but June&#39;s gain was revised to just 3,000. Government cut payrolls by 10,000 in July, after June&#39;s initially reported gain of 73,000 was revised to 11,000. The unemployment rate ticked back up to 4.2%. Fed Chairman Jerome Powell said the unemployment rate is the key number, but odds of a Sept. 17 rate cut more than doubled to 79% on Friday. A big question is whether so-so private-sector hiring in July reflects improvement after April&#39;s tariff shock, or whether July data will be revised lower too.</p><h2 id=\"id_2887035811\" style=\"text-align: start;\">Meta Earnings Crush Views</h2><p style=\"text-align: start;\"><strong>Meta Platforms</strong> (<strong>META</strong>) surged 11% Thursday to a record high after the Facebook parent reported Q2 earnings jumped 38% to $7.14 per share vs. estimates of $5.88 per share. Sales increased 22% to $47.52, also solidly beating. The strength of Meta&#39;s core business is giving CEO Mark Zuckerberg breathing room to spend exorbitantly on his ambitions to develop AI superintelligence. &#34;The capex/investment pace is very aggressive, but the company is doing this from a clear position of strength,&#34; Evercore ISI analyst Mark Mahaney wrote after the report.</p><h2 id=\"id_3895139535\" style=\"text-align: start;\">Amazon Profit Guidance Disappoints</h2><p style=\"text-align: start;\"><strong>Amazon.com</strong> (<strong>AMZN</strong>) reported a 33% EPS gain while revenue climbed 13% to $167.7 billion, both comfortably beating. Amazon Web Services saw a 17.5% revenue rise, slightly topping, but significantly slower than Google Cloud and Microsoft&#39;s Azure. The e-commerce and cloud computing giant guided up on Q3 sales, but down on operating profit. Shares tumbled Friday from a six-month high.</p><h2 id=\"id_223060296\" style=\"text-align: start;\">Microsoft Gets Cloud Lift</h2><p style=\"text-align: start;\"><strong>Microsoft</strong> (<strong>MSFT</strong>) smashed Wall Street&#39;s fiscal Q4 targets with a 24% EPS gain as revenue rose 18% to $76.44 billion, with both showing accelerating growth for a second straight quarter. The Azure cloud platform revenue grew 39%, beating its target of 34%-35%. Microsoft guided fiscal Q1 revenue up to a 15% gain with Azure growth of 37% in constant currency. The Dow tech giant also gave a bullish capital spending target. Microsoft stock spiked to a record high on the news.</p><h2 id=\"id_1783313693\" style=\"text-align: start;\">Chip Earnings Mostly Disappoint</h2><p style=\"text-align: start;\">Chip designer <strong>Arm Holdings</strong> (<strong>ARM</strong>) and wireless chip leader <strong>Qualcomm</strong> (<strong>QCOM</strong>) tumbled after their June-quarter reports. Arm sank on weaker-than-expected earnings guidance for the current quarter. Qualcomm fell on soft smartphone chip sales as <strong>Apple</strong> (<strong>AAPL</strong>) transitions to its own modem chips for the iPhone. Semiconductor equipment makers <strong>KLA</strong> (<strong>KLAC</strong>) and <strong>Lam Research</strong> (<strong>LRCX</strong>) fell despite posting better-than-expected results. <strong>Monolithic Power Systems</strong> (<strong>MPWR</strong>) and <strong>Rambus</strong> (<strong>RMBS</strong>) rose after beating Q2 views.</p><h2 id=\"id_4018094352\" style=\"text-align: start;\">Spotify Hits Wrong Note</h2><p style=\"text-align: start;\">The streaming music leader added 8 million premium subscribers to 276 million, with 696 million monthly active users, both beating. But <strong>Spotify Technology</strong> (<strong>SPOT</strong>) reported a surprise loss in Q2 while a 21% revenue gain to $4.75 billion missed. Sales guidance also fell short. Spotify stock fell sharply.</p><h2 id=\"id_1524099519\" style=\"text-align: start;\">Palo Alto Will Buy CyberArk</h2><p style=\"text-align: start;\"><strong>Palo Alto Networks</strong> (<strong>PANW</strong>) said it will buy <strong>CyberArk</strong> (<strong>CYBR</strong>) in a $25 billion mostly stocks deal, its largest since Nikesh Arora became CEO in 2018. CyberArk is a leader in privileged access management, while expanding into Internet of Things via a 2024 acquisition. CyberArk stock jumped while Palo Alto plunged. The news seemed to buoy shares of <strong>Rubrik</strong> (<strong>RBRK</strong>) and <strong>SailPoint</strong> (<strong>SAIL</strong>), while some others fell.</p><p style=\"text-align: start;\"><strong>Check Point Software</strong> (<strong>CHKP</strong>) said Q2 EPS rose 9% while revenue climbed 6% to $665 million, both edging by estimates. But billings came in light. Shares dived.</p><h2 id=\"id_3613305145\" style=\"text-align: start;\">Robinhood, Coinbase Miss On Key Metrics</h2><p style=\"text-align: start;\"><strong>Robinhood</strong> (<strong>HOOD</strong>) reported that Q2 EPS doubled while revenue jumped 45%, both beating estimates. Transaction-based revenue and options revenue also top for the free trading app. Cryptocurrency revenue spiked 98%, but fell short of expectations. Monthly active users rose year-over-year to 12.8 million, but missed views for 13.7 million. HOOD stock fell sharply after surging to record highs. <strong>Coinbase</strong> (<strong>COIN</strong>) posted a major earnings beat. But the crypto exchange missed forecasts for total revenue, transaction revenue, subscription revenue and stablecoin revenue. Total trading volume climbed 5% from last year, but was down $156 billion from Q1. COIN stock dived Friday, still up strongly in 2025.</p><h2 id=\"id_87460082\" style=\"text-align: start;\">Cruise Lines Chart Different Courses</h2><p style=\"text-align: start;\"><strong>Royal Caribbean</strong> (<strong>RCL</strong>) reported a better-than-expected 36% EPS gain for Q2. But a 10% revenue gain to $4.538 billion slightly missed, while the cruise line giant guided low on Q3 revenue. Shares tumbled from near record highs. <strong>Norwegian Cruise Line</strong> (<strong>NCLH</strong>) missed on the top and bottom line, but gave a bullish revenue forecast. Shares cleared a handle buy point from a very deep base.</p><h2 id=\"id_2492397197\" style=\"text-align: start;\">Boeing Narrows Loss</h2><p style=\"text-align: start;\"><strong>Boeing</strong> (<strong>BA</strong>) reported that its loss narrowed from last year while Q2 revenue increased 35%, both beating. Commercial airplane revenue spiked 81% while defense sales climbed 10%, also topping. The Dow manufacturer also received a boost from the U.S. trade deal with the EU, which includes an aerospace tariff exemption. Meanwhile, Boeing could face a defense production strike as early as Monday, after 3,200 IAM District 837 members rejected a contract proposal last week. Boeing on Thursday reportedly sent its &#34;last, best and final&#34; contract offer to the union, but has yet to hear back. CEO Kelly Ortberg said Tuesday that he &#34;wouldn&#39;t worry too much about the implications of the strike.&#34; BA stock retreated almost 5% on the week.</p><h2 id=\"id_2420735491\" style=\"text-align: start;\">Aerospace Alloy Firms Dented</h2><p style=\"text-align: start;\"><strong>Howmet Aerospace</strong> (<strong>HWM</strong>) beat forecasts with record profit and revenue for the quarter. The company lifted the lower end of its revenue outlook to $8.08 billion from $7.88 billion and guided earnings up at the midpoint. Howmet still tumbled on earnings, but regained its 50-day line to end the week. <strong>Carpenter Technology</strong> (<strong>CRS</strong>) plunged below its 50-day line as the alloy seller topped on earnings but missed on revenue. <strong>ATI</strong> (<strong>ATI</strong>) also delivered mixed results, with revenue missing forecasts despite a 67% jump in aerospace and defense sales. The midpoint of its Q3 earnings outlook was below expectations. Shares dived below its 50-day line.</p><h2 id=\"id_3313967489\" style=\"text-align: start;\">Heavy Construction Firms Pressured</h2><p style=\"text-align: start;\"><strong>Quanta</strong> (<strong>PWR</strong>) reported second-quarter sales rose 21% to $6.77 billion with revenue climbing 31%, beating views. Quanta raised its full-year sales guidance, seeing strong demand for energy projects and reshoring trends. The stock reversed lower, however. <strong>MasTec</strong> (<strong>MTZ</strong>) also beat with Q2 sales up 20% to $3.545 billion as earnings popped 49%. The company, citing an &#34;exceptionally strong demand climate,&#34; raised full-year guidance. Yet, shares fell Friday. <strong>Fluor</strong> (<strong>FLR</strong>) missed sales and profit estimates and cut its 2025 forecast from $2.25-$2.75 to $1.95-$2.15 per share. Sales fell 6% as adjusted EPS slid 49%. Fluor cited subcontractor design errors at three projects and a shift in expected capital spending from some customers. Shares sold off Friday.</p><h2 id=\"id_3865159526\" style=\"text-align: start;\">Oil Giants Report Big Profit Declines</h2><p style=\"text-align: start;\">U.S. supermajors <strong>Chevron</strong> (<strong>CVX</strong>) and <strong>Exxon Mobil</strong> (<strong>XOM</strong>) reported second-quarter earnings and revenue early Friday, with both companies seeing big year-over-year profit declines. Chevron&#39;s EPS tumbled 31% while sales fell 12% to $44.82 billion. Exxon earnings dropped 23% to while revenue was off 12% to $81.51 billion. Both Exxon And Chevron focused on share buybacks and dividends in Q2, returning $9.2 billion and $5.5 billion to shareholders, respectively. The two rivals have pledged to work closely with each other in major global oil exploration projects. That alignment has led to some chatter of an industry-bending Exxon-Chevron merger.</p><h2 id=\"id_2654671227\" style=\"text-align: start;\">Stock Market News In Brief</h2><p style=\"text-align: start;\"><strong>GeneDx</strong> (<strong>WGS</strong>) crushed Q2 EPS views and easily beat with a 46% revenue gain to $102.7 million. The genetic testing firm also guided higher. Shares skyrocketed.</p><p style=\"text-align: start;\"><strong>Exelixis</strong> (<strong>EXEL</strong>) dived after an 11% revenue drop fell short and the biotech guided full-year sales slightly below views. An 11% EPS drop topped consensus.</p><p style=\"text-align: start;\"><strong>Cloudflare</strong> (<strong>NET</strong>) said Q2 earnings were 21 cents a share, up a penny from a year earlier. Revenue climbed 28% to $512.3 million. Both modestly beat views. Cloudflare guided higher on Q3 revenue.</p><p style=\"text-align: start;\"><strong>SoFi Technologies</strong> (<strong>SOFI</strong>) reported Q2 adjusted EPS of 8 cents per share, up from 1-cent profit a year earlier and topping estimates. Revenue rose 44% to $858 million, easily beating. The fintech raised revenue and membership growth guidance. Shares made big moves, ultimately little changed, holding the 21-day line.</p><p style=\"text-align: start;\"><strong>Booking Holdings</strong> (<strong>BKNG</strong>) earnings rose 32% vs. a year earlier while revenue grew 16% to $6.8 billion, both beating and with growth accelerating. The online travel agency guided slightly lower on Q3 revenue but said demand was &#34;steady&#34; overall. Booking stock wavered but ultimately fell modestly.</p><p style=\"text-align: start;\"><strong>Figma</strong> (<strong>FIG</strong>) rocketed after its initial public offering. Shares of the design software maker surged 250% from its above-range price of $33 a share to close its first day of trading at 115.50.</p><p style=\"text-align: start;\"><strong>Vertiv</strong> (<strong>VRT</strong>) surged after the data center infrastructure provider beat second-quarter estimates and raised its full-year outlook. On a year-over-year basis, Vertiv earnings increased 42% while sales rose 35%.</p><p style=\"text-align: start;\"><strong>Cadence Design Systems</strong> (<strong>CDNS</strong>) jumped after the electronic design automation software firm topped Q2 estimates and raised its full-year outlook. Cadence earnings rose 29% in Q2 while sales increased 20%.</p><p style=\"text-align: start;\"><strong>Celestica</strong> (<strong>CLS</strong>) topped second-quarter estimates with EPS up 54% to $1.39 and sales up 21% to $2.89 billion. The contract electronics manufacturer also raised guidance for Q3 and the full year.</p><p style=\"text-align: start;\"><strong>Roku</strong> (<strong>ROKU</strong>) delivered better-than-expected second-quarter revenue and a surprise profit. The streaming video platform also guided above estimates for the current quarter and full year. But Roku stock fell after the report.</p><p style=\"text-align: start;\"><strong>Trane Technologies</strong> (<strong>TT</strong>) topped estimates with an 18% increase in earnings on 8% revenue growth. The heating and cooling company hiked its full-year earnings and revenue guidance. But shares tumbled back to the 50-day line.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","META":"Meta Platforms, Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index","MSFT":"微软",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170101098","content_text":"The stock market sold off this past week on new Trump tariff hikes, a weak jobs report and a slew of big earnings.Microsoft, Meta Platforms, Inc. beat Q2 views and guided higher, but  Amazon.com  guided low on Q3 earnings. All offered strong capital spending forecasts, a good sign for AI chip, hardware and related stocks.  Apple  rose while  ARM Holdings  and  Spotify Technology S.A.  were notable losers.  Palo Alto Networks  will buy  CyberArk  for $25 billion in a big cybersecurity deal. Core PCE inflation turned hotter while the latest jobs report was weak.Stocks Retreat On Trump Tariffs, Jobs ReportThe S&P 500 and Nasdaq hit fresh highs during the week, but ultimately fell sharply, mostly Friday on new Trump tariffs and a cool jobs report. A divided Fed and mixed earnings weighed on much of the market earlier. All the major indexes closed below their 21-day lines for the first time in months, with the Dow also tested its 50-day line and the Russell 2000 undercutting it. Treasury yields plunged, with nearly all of it coming on Friday.Jobs Report Upends Fed OutlookFriday's jobs report was a game-changer, disproving the Federal Reserve's assessment two days earlier that labor market conditions \"remain solid.\" July's payroll miss wasn't that bad, but May-June gains were slashed by a combined 258,000. The private sector added 83,000 jobs in July vs. 100,000 forecasts, but June's gain was revised to just 3,000. Government cut payrolls by 10,000 in July, after June's initially reported gain of 73,000 was revised to 11,000. The unemployment rate ticked back up to 4.2%. Fed Chairman Jerome Powell said the unemployment rate is the key number, but odds of a Sept. 17 rate cut more than doubled to 79% on Friday. A big question is whether so-so private-sector hiring in July reflects improvement after April's tariff shock, or whether July data will be revised lower too.Meta Earnings Crush ViewsMeta Platforms (META) surged 11% Thursday to a record high after the Facebook parent reported Q2 earnings jumped 38% to $7.14 per share vs. estimates of $5.88 per share. Sales increased 22% to $47.52, also solidly beating. The strength of Meta's core business is giving CEO Mark Zuckerberg breathing room to spend exorbitantly on his ambitions to develop AI superintelligence. \"The capex/investment pace is very aggressive, but the company is doing this from a clear position of strength,\" Evercore ISI analyst Mark Mahaney wrote after the report.Amazon Profit Guidance DisappointsAmazon.com (AMZN) reported a 33% EPS gain while revenue climbed 13% to $167.7 billion, both comfortably beating. Amazon Web Services saw a 17.5% revenue rise, slightly topping, but significantly slower than Google Cloud and Microsoft's Azure. The e-commerce and cloud computing giant guided up on Q3 sales, but down on operating profit. Shares tumbled Friday from a six-month high.Microsoft Gets Cloud LiftMicrosoft (MSFT) smashed Wall Street's fiscal Q4 targets with a 24% EPS gain as revenue rose 18% to $76.44 billion, with both showing accelerating growth for a second straight quarter. The Azure cloud platform revenue grew 39%, beating its target of 34%-35%. Microsoft guided fiscal Q1 revenue up to a 15% gain with Azure growth of 37% in constant currency. The Dow tech giant also gave a bullish capital spending target. Microsoft stock spiked to a record high on the news.Chip Earnings Mostly DisappointChip designer Arm Holdings (ARM) and wireless chip leader Qualcomm (QCOM) tumbled after their June-quarter reports. Arm sank on weaker-than-expected earnings guidance for the current quarter. Qualcomm fell on soft smartphone chip sales as Apple (AAPL) transitions to its own modem chips for the iPhone. Semiconductor equipment makers KLA (KLAC) and Lam Research (LRCX) fell despite posting better-than-expected results. Monolithic Power Systems (MPWR) and Rambus (RMBS) rose after beating Q2 views.Spotify Hits Wrong NoteThe streaming music leader added 8 million premium subscribers to 276 million, with 696 million monthly active users, both beating. But Spotify Technology (SPOT) reported a surprise loss in Q2 while a 21% revenue gain to $4.75 billion missed. Sales guidance also fell short. Spotify stock fell sharply.Palo Alto Will Buy CyberArkPalo Alto Networks (PANW) said it will buy CyberArk (CYBR) in a $25 billion mostly stocks deal, its largest since Nikesh Arora became CEO in 2018. CyberArk is a leader in privileged access management, while expanding into Internet of Things via a 2024 acquisition. CyberArk stock jumped while Palo Alto plunged. The news seemed to buoy shares of Rubrik (RBRK) and SailPoint (SAIL), while some others fell.Check Point Software (CHKP) said Q2 EPS rose 9% while revenue climbed 6% to $665 million, both edging by estimates. But billings came in light. Shares dived.Robinhood, Coinbase Miss On Key MetricsRobinhood (HOOD) reported that Q2 EPS doubled while revenue jumped 45%, both beating estimates. Transaction-based revenue and options revenue also top for the free trading app. Cryptocurrency revenue spiked 98%, but fell short of expectations. Monthly active users rose year-over-year to 12.8 million, but missed views for 13.7 million. HOOD stock fell sharply after surging to record highs. Coinbase (COIN) posted a major earnings beat. But the crypto exchange missed forecasts for total revenue, transaction revenue, subscription revenue and stablecoin revenue. Total trading volume climbed 5% from last year, but was down $156 billion from Q1. COIN stock dived Friday, still up strongly in 2025.Cruise Lines Chart Different CoursesRoyal Caribbean (RCL) reported a better-than-expected 36% EPS gain for Q2. But a 10% revenue gain to $4.538 billion slightly missed, while the cruise line giant guided low on Q3 revenue. Shares tumbled from near record highs. Norwegian Cruise Line (NCLH) missed on the top and bottom line, but gave a bullish revenue forecast. Shares cleared a handle buy point from a very deep base.Boeing Narrows LossBoeing (BA) reported that its loss narrowed from last year while Q2 revenue increased 35%, both beating. Commercial airplane revenue spiked 81% while defense sales climbed 10%, also topping. The Dow manufacturer also received a boost from the U.S. trade deal with the EU, which includes an aerospace tariff exemption. Meanwhile, Boeing could face a defense production strike as early as Monday, after 3,200 IAM District 837 members rejected a contract proposal last week. Boeing on Thursday reportedly sent its \"last, best and final\" contract offer to the union, but has yet to hear back. CEO Kelly Ortberg said Tuesday that he \"wouldn't worry too much about the implications of the strike.\" BA stock retreated almost 5% on the week.Aerospace Alloy Firms DentedHowmet Aerospace (HWM) beat forecasts with record profit and revenue for the quarter. The company lifted the lower end of its revenue outlook to $8.08 billion from $7.88 billion and guided earnings up at the midpoint. Howmet still tumbled on earnings, but regained its 50-day line to end the week. Carpenter Technology (CRS) plunged below its 50-day line as the alloy seller topped on earnings but missed on revenue. ATI (ATI) also delivered mixed results, with revenue missing forecasts despite a 67% jump in aerospace and defense sales. The midpoint of its Q3 earnings outlook was below expectations. Shares dived below its 50-day line.Heavy Construction Firms PressuredQuanta (PWR) reported second-quarter sales rose 21% to $6.77 billion with revenue climbing 31%, beating views. Quanta raised its full-year sales guidance, seeing strong demand for energy projects and reshoring trends. The stock reversed lower, however. MasTec (MTZ) also beat with Q2 sales up 20% to $3.545 billion as earnings popped 49%. The company, citing an \"exceptionally strong demand climate,\" raised full-year guidance. Yet, shares fell Friday. Fluor (FLR) missed sales and profit estimates and cut its 2025 forecast from $2.25-$2.75 to $1.95-$2.15 per share. Sales fell 6% as adjusted EPS slid 49%. Fluor cited subcontractor design errors at three projects and a shift in expected capital spending from some customers. Shares sold off Friday.Oil Giants Report Big Profit DeclinesU.S. supermajors Chevron (CVX) and Exxon Mobil (XOM) reported second-quarter earnings and revenue early Friday, with both companies seeing big year-over-year profit declines. Chevron's EPS tumbled 31% while sales fell 12% to $44.82 billion. Exxon earnings dropped 23% to while revenue was off 12% to $81.51 billion. Both Exxon And Chevron focused on share buybacks and dividends in Q2, returning $9.2 billion and $5.5 billion to shareholders, respectively. The two rivals have pledged to work closely with each other in major global oil exploration projects. That alignment has led to some chatter of an industry-bending Exxon-Chevron merger.Stock Market News In BriefGeneDx (WGS) crushed Q2 EPS views and easily beat with a 46% revenue gain to $102.7 million. The genetic testing firm also guided higher. Shares skyrocketed.Exelixis (EXEL) dived after an 11% revenue drop fell short and the biotech guided full-year sales slightly below views. An 11% EPS drop topped consensus.Cloudflare (NET) said Q2 earnings were 21 cents a share, up a penny from a year earlier. Revenue climbed 28% to $512.3 million. Both modestly beat views. Cloudflare guided higher on Q3 revenue.SoFi Technologies (SOFI) reported Q2 adjusted EPS of 8 cents per share, up from 1-cent profit a year earlier and topping estimates. Revenue rose 44% to $858 million, easily beating. The fintech raised revenue and membership growth guidance. Shares made big moves, ultimately little changed, holding the 21-day line.Booking Holdings (BKNG) earnings rose 32% vs. a year earlier while revenue grew 16% to $6.8 billion, both beating and with growth accelerating. The online travel agency guided slightly lower on Q3 revenue but said demand was \"steady\" overall. Booking stock wavered but ultimately fell modestly.Figma (FIG) rocketed after its initial public offering. Shares of the design software maker surged 250% from its above-range price of $33 a share to close its first day of trading at 115.50.Vertiv (VRT) surged after the data center infrastructure provider beat second-quarter estimates and raised its full-year outlook. On a year-over-year basis, Vertiv earnings increased 42% while sales rose 35%.Cadence Design Systems (CDNS) jumped after the electronic design automation software firm topped Q2 estimates and raised its full-year outlook. Cadence earnings rose 29% in Q2 while sales increased 20%.Celestica (CLS) topped second-quarter estimates with EPS up 54% to $1.39 and sales up 21% to $2.89 billion. The contract electronics manufacturer also raised guidance for Q3 and the full year.Roku (ROKU) delivered better-than-expected second-quarter revenue and a surprise profit. The streaming video platform also guided above estimates for the current quarter and full year. But Roku stock fell after the report.Trane Technologies (TT) topped estimates with an 18% increase in earnings on 8% revenue growth. The heating and cooling company hiked its full-year earnings and revenue guidance. But shares tumbled back to the 50-day line.","news_type":1,"symbols_score_info":{".DJI":1.1,"MSFT":1.1,".IXIC":1.1,"META":1.1,"AMZN":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355142338118048,"gmtCreate":1727708082312,"gmtModify":1727708399699,"author":{"id":"3586578119834454","authorId":"3586578119834454","name":"JJChang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586578119834454","authorIdStr":"3586578119834454"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355142338118048","repostId":"2471040188","repostType":2,"repost":{"id":"2471040188","kind":"highlight","pubTimestamp":1727708107,"share":"https://ttm.financial/m/news/2471040188?lang=en_US&edition=fundamental","pubTime":"2024-09-30 22:55","market":"fut","language":"en","title":"3 Compelling Reasons Nvidia Stock Remains a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=2471040188","media":"Motley Fool","summary":"Nvidia's future looks bright as it spearheads the AI revolution.","content":"<div>\n<p>Nvidia's stock has outperformed the S&P 500 by a wide margin.The company's capital return program includes significant share buybacks and dividend growth.Nvidia is at the forefront of the AI boom, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Compelling Reasons Nvidia Stock Remains a Top Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-30 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock has outperformed the S&P 500 by a wide margin.The company's capital return program includes significant share buybacks and dividend growth.Nvidia is at the forefront of the AI boom, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4587":"ChatGPT概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4592":"伊斯兰概念","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4551":"寇图资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4581":"高盛持仓","BK4543":"AI","BK4527":"明星科技股","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4567":"ESG概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NVDA":"英伟达","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4503":"景林资产持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念"},"source_url":"https://www.fool.com/investing/2024/09/30/3-compelling-reasons-nvidia-stock-remains-a-top-pi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2471040188","content_text":"Nvidia's stock has outperformed the S&P 500 by a wide margin.The company's capital return program includes significant share buybacks and dividend growth.Nvidia is at the forefront of the AI boom, with data center revenue poised for parabolic growth. NVIDIA Corp's stock has been on a tear. The company's shares have surged 145% year to date, dwarfing the  S&P 500's gains. This otherworldly performance for a megacap stock extends beyond the short term. Nvidia's shares have skyrocketed 487% over the past three years and an astounding 2,740% over the past five years.Despite this astronomical rise, Nvidia's long-term valuation remains attractive. The stock trades at 28.5 times fiscal 2027 projected earnings, which isn't outlandish for a top-tier tech company. Still, investors have openly wondered whether Nvidia's outperformance can continue. Here are three compelling reasons the chipmaker's shares remain a top buy-and-hold candidate.Reason No. 1: Rewarding shareholders through buybacks and dividendsNvidia has demonstrated a strong commitment to returning capital to shareholders. The company repurchased 62.8 million shares for $7 billion in the second quarter of fiscal year 2025 alone, according to its latest 10-Q filing with the Securities and Exchange Commission.Nvidia's board recently approved an additional $50 billion for share repurchases, bringing the total available to $53.9 billion as of Aug. 26. This substantial buyback authorization underscores management's confidence in Nvidia's long-term prospects.While its dividend program is usually an afterthought for most shareholders because of its 0.03% minuscule yield, the company did boost its quarterly cash dividend to $0.01 per share on a post-stock-split basis earlier this year. This increase, though small, underscores management's commitment to rewarding loyal shareholders.These capital return initiatives demonstrate Nvidia's commitment to creating shareholder value. The combination of aggressive share repurchases and consistent dividend growth provides investors with multiple avenues for returns, setting Nvidia apart from many high-growth tech companies that forgo dividends entirely in favor of reinvesting in the business.Reason No. 2: Riding the AI waveNvidia is perfectly positioned to capitalize on the artificial intelligence (AI) boom. The company's graphics processing units (GPUs) are the gold standard for AI and machine learning applications. This dominance is reflected in Nvidia's data center revenue, which is experiencing explosive growth.Industry experts predict that AI will have a transformative impact on the global economy. Consulting firm Accenture forecasts that AI could double annual global economic growth rates by 2035. PricewaterhouseCoopers estimates that global GDP may increase by up to 14%, or $15.7 trillion, by 2030 thanks to AI adoption.Nvidia's technological leadership in AI hardware puts it at the forefront of this revolution. The company's GPUs are essential for training large language models and powering AI-driven applications across industries. As AI adoption accelerates, Nvidia stands to benefit from increased demand for its specialized hardware.Reason No. 3: Increasing data center growthNvidia CEO Jensen Huang envisions a future where \"millions of GPU data centers\" power AI interactions across the internet. This vision is rapidly becoming a reality. Major tech companies are dramatically increasing their GPU purchases, with Microsoft planning to triple its GPU supply to 1.8 million units this year.Other tech giants are following suit. Meta Platforms has announced orders for 150,000 H100 GPUs last year and 350,000 H100s or equivalents this year. Elon Musk's Tesla and X are also investing heavily in AI infrastructure, further ramping up demand.Industry analysts project even more dramatic growth. Broadcom expects million-GPU clusters by 2027, compared with clusters with tens of thousands of GPUs today. Advanced Micro Devices CEO Lisa Su predicts the AI accelerator market will reach $400 billion by 2027.With Nvidia's dominant market share, this could translate to a data center segment worth $320 billion for the company by 2027. To put this into context, Nvidia is on track to generate between $106 billion to $121 billion (a rough estimate) in data center revenue in fiscal 2025.The road aheadNvidia's stock performance has been nothing short of extraordinary. The company's commitment to shareholder returns through buybacks and dividends demonstrates confidence in its long-term prospects. Most importantly, Nvidia's central role in the AI revolution positions it for continued growth.While past performance doesn't guarantee future results, Nvidia's technological leadership and strategic positioning make it a compelling choice for investors looking to capitalize on the AI megatrend. The company's ability to innovate and adapt to rapidly changing market demands will be crucial as it navigates the exciting but competitive landscape of AI.As AI applications become more prevalent across industries, Nvidia's hardware is likely to play an increasingly vital role in powering these technologies. The company's strong financial position and focused strategy provide a solid foundation for future growth.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168040612,"gmtCreate":1623945249936,"gmtModify":1703824337131,"author":{"id":"3586578119834454","authorId":"3586578119834454","name":"JJChang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586578119834454","authorIdStr":"3586578119834454"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168040612","repostId":"2144742672","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}