+Follow
KennethChee
No personal profile
14
Follow
3
Followers
0
Topic
0
Badge
Posts
Hot
KennethChee
2021-08-25
Like
Toplines Before US Market Open on Wednesday
KennethChee
2021-09-15
Nice
U.S. stocks close lower on worries over recovery, corporate tax hikes
KennethChee
2021-09-02
Like thanks
Sorry, the original content has been removed
KennethChee
2021-07-26
Monitor closely
Sorry, the original content has been removed
KennethChee
2021-07-09
Good sharing
Sorry, the original content has been removed
KennethChee
2021-08-20
Thumbs up
HubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For
KennethChee
2021-08-11
Great
Sorry, the original content has been removed
KennethChee
2021-07-20
Good share
China's June soybean imports from Brazil fall as demand wanes
KennethChee
2021-07-06
Oh crap
Sorry, the original content has been removed
KennethChee
2021-07-22
Good sharing
China Evergrande shares once surged 4% in Hong Kong Exchange
KennethChee
2021-07-08
Good
EU fines BMW, Volkswagen Group for restricting competition in emission cleaning
KennethChee
2021-07-07
Latest
Sorry, the original content has been removed
KennethChee
2021-07-06
Good
Sorry, the original content has been removed
KennethChee
2021-07-05
Great
Sorry, the original content has been removed
KennethChee
2021-07-04
??
Robinhood’s IPO Could Be a Sign the Stock Market Has Peaked
KennethChee
2021-07-04
Maybe ???
Sorry, the original content has been removed
KennethChee
2021-09-03
nice
@koolgal:
$DBS GROUP HOLDINGS LTD(D05.SI)$
is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????
KennethChee
2021-08-12
Buy on dip
AMD: Don't Worry About The Xilinx Deal
KennethChee
2021-07-28
Good to hear this
Microsoft: Still In High Growth Mode, Yet Cheaply Valued
KennethChee
2021-07-24
Interesting
Sorry, the original content has been removed
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4088490163197280","uuid":"4088490163197280","gmtCreate":1625389616051,"gmtModify":1625394486020,"name":"KennethChee","pinyin":"kennethchee","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":14,"tweetSize":38,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":882529672,"gmtCreate":1631709331296,"gmtModify":1676530614308,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882529672","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://ttm.financial/m/news/1148341685?lang=en_US&edition=fundamental","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks close lower on worries over recovery, corporate tax hikes</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. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815178739,"gmtCreate":1630661170521,"gmtModify":1676530369111,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815178739","repostId":"811037567","repostType":1,"repost":{"id":811037567,"gmtCreate":1630276685759,"gmtModify":1676530252756,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????","images":[{"img":"https://static.tigerbbs.com/b44274a367bacf32943b9e9bed449430","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811037567","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812258252,"gmtCreate":1630591669576,"gmtModify":1676530350355,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Like thanks","listText":"Like thanks","text":"Like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812258252","repostId":"1108690074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837220570,"gmtCreate":1629894930890,"gmtModify":1676530164631,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/837220570","repostId":"1179982896","repostType":4,"repost":{"id":"1179982896","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":1629893760,"share":"https://ttm.financial/m/news/1179982896?lang=en_US&edition=fundamental","pubTime":"2021-08-25 20:16","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982896","media":"Tiger Newspress","summary":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the","content":"<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p>\n<p>At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p>\n<p><img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p>\n<p>Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p>\n<p>Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p>\n<p>Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p>\n<p>Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p>\n<p>Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p>\n<p>Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p>\n<p>Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p>\n<p>Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p>\n<p>Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p>\n<p>Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p>\n<p>Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p>\n<p>Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p>\n<p>Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-25 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p>\n<p>At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p>\n<p><img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p>\n<p>Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p>\n<p>Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p>\n<p>Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p>\n<p>Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p>\n<p>Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p>\n<p>Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p>\n<p>Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p>\n<p>Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p>\n<p>Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p>\n<p>Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p>\n<p>Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p>\n<p>Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p>\n<p>Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCVL":"Shoe Carnival","TSM":"台积电",".IXIC":"NASDAQ Composite","DKS":"迪克体育用品","AMC":"AMC院线","GME":"游戏驿站","HOOD":"Robinhood","JNJ":"强生","TOL":"托尔兄弟",".DJI":"道琼斯","KOSS":"高斯电子","EXPR":"Express, Inc.",".SPX":"S&P 500 Index","SAVA":"Cassava Sciences Inc","URBN":"都市服饰","JWN":"诺德斯特龙"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982896","content_text":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.\nAt 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.\n\nMajor Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.\nShares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.\nFocus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.\nStocks making the biggest moves premarket:\nTSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.\nDick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.\nJohnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.\nExpress(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.\nShoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.\nCassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.\nUrban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.\nNordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.\nToll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.\nIntuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.\nMeme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.\nCampbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.","news_type":1,"symbols_score_info":{"NQmain":0.9,"SCVL":0.9,".SPX":0.9,"DKS":0.9,"SAVA":0.9,"EXPR":0.9,"GME":0.9,"ESmain":0.9,"JWN":0.9,"WISH":0.9,".DJI":0.9,"JNJ":0.9,"URBN":0.9,"HOOD":0.9,"YMmain":0.9,"TOL":0.9,"TSM":0.9,"KOSS":0.9,"AMC":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836024432,"gmtCreate":1629440116826,"gmtModify":1676530041921,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Thumbs up","listText":"Thumbs up","text":"Thumbs up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836024432","repostId":"1170441014","repostType":4,"repost":{"id":"1170441014","kind":"news","pubTimestamp":1629439321,"share":"https://ttm.financial/m/news/1170441014?lang=en_US&edition=fundamental","pubTime":"2021-08-20 14:02","market":"us","language":"en","title":"HubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For","url":"https://stock-news.laohu8.com/highlight/detail?id=1170441014","media":"TheStreet","summary":"HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business","content":"<p>HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business models.</p>\n<p>Cloud computing might just be the most exciting area of the technology sector at this time.</p>\n<p>These interconnected networks of remote internet-hosted servers have a seemingly endless amount of uses and are playing a massive role today in almost every industry, including banking, automotive, financial, healthcare, education and more.</p>\n<p>Prior to the pandemic, many companies had been exploring all of the different ways that this innovative approach to accessing computing services can lead to cost savings, productivity boosts and economies of scale.</p>\n<p>Then the demand for cloud computing software exploded last year as most major enterprises pivoted toward remote work and hybrid cloud solutions.</p>\n<p>It’s hard to imagine these trends going away anytime soon, which means there will be plenty of long-term winners for investors to explore over the next decade.</p>\n<p>With the industry expected to grow at a compound annual growth rate of 19.1% from 2021 to 2028 and a variety of exciting new applications for cloud technology including artificial intelligence, augmented reality, telemedicine, and more, these are exciting times for tech investors.</p>\n<p>The only issue with investing in cloud software companies is that it can be difficult to justify adding shares of many of the top names given their sky-high multiples.</p>\n<p>A lot of these stocks already have rallied considerably throughout the pandemic, which has led to nosebleed valuations that will require consistently astounding growth to justify their current prices.</p>\n<p>With that said, there are a few cloud software stocks that are actually worth paying up for even after their big moves higher.</p>\n<p>These companies are backing up their valuations with eye-catching growth, innovative business models and solutions that could change the business world forever.</p>\n<p>Here are two of the best cloud software stocks worth paying for:</p>\n<p><b>HubSpot</b></p>\n<p>If you are a small or medium-sized business owner that wants to grow your business, it’s extremely difficult to keep things organized and successfully manage your client relationships without the help of a customer relationship management (CRM) software solution.</p>\n<p>The only issue is that smaller-sized businesses have long been underserved in the CRM space given that they don’t have the same amount of resources and capital as larger enterprises.</p>\n<p>That’s what’s so intriguing about HubSpot since it's a cloud-based marketing and sales software platform specifically designed to help small- and medium-sized businesses grow.</p>\n<p>The company cleverly has carved out a unique space in the cloud software industry by offering customers a freemium version of its innovative CRM software, then upselling and cross-selling its users with new premium products and features after they discover how useful HubSpot’s platform can be.</p>\n<p>It’s easy to support a company that enables entrepreneurship and helps small business owners make their dreams become a reality. HubSpot certainly fits the bill.</p>\n<p>What’s also impressive about HubSpot is that the company continues to see accelerating revenue growth and add customers even though digital transformation spending has been lower than in 2020.</p>\n<p>With second-quarter revenue of $311 million, up 53% year over year, and thousands of new customers added every quarter, this is truly a standout name in the cloud software space that warrants its valuation.</p>\n<p><b>Upstart Holdings</b></p>\n<p>Upstart is a cloud-based software company that is leveraging artificial intelligence to disrupt the consumer lending industry.</p>\n<p>Upstart Holdings has developed a proprietary lending platform that benefits both banks and consumers, which is certainly intriguing given the massive addressable market in the industry.</p>\n<p>The company’s platform is attractive to banks as it uses sophisticated machine learning models to more accurately identify risk versus traditional credit-score-based lending models.</p>\n<p>Upstart claims that its platform leads to 75% fewer defaults with the same amount of approvals as the traditional FICO score model.</p>\n<p>For consumers, Upstart is attractive as it provides a quicker and more convenient way to get approved for loans with lower interest rates.</p>\n<p>Anyone that has gone through the arduous process of filling out paperwork, negotiating and waiting to be approved for a loan before can understand the appeal of a platform like Upstart.</p>\n<p>Note that 99% of Upstart loan applicants receive their money just one business day after accepting their loans and that the company claims to offer 10% lower interest rates on personal loans than traditional lenders.</p>\n<p>The stock has been seeing heavy institutional accumulation following Upstart’s knockout second-quarter earnings report that included total revenue of $194 million, up 1,018% year over year.</p>\n<p>The fact that this company announced a $575 million convertible senior notes offering earlier this week and is already out to new highs again tells you just how strong the demand is for the shares of this innovative cloud software company’s shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For</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\">\nHubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 14:02 GMT+8 <a href=https://www.thestreet.com/investing/hubspot-upstart-cloud-stocks-worth-buying><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business models.\nCloud computing might just be the most exciting area of the technology sector at this time....</p>\n\n<a href=\"https://www.thestreet.com/investing/hubspot-upstart-cloud-stocks-worth-buying\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HUBS":"HubSpot","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.thestreet.com/investing/hubspot-upstart-cloud-stocks-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170441014","content_text":"HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business models.\nCloud computing might just be the most exciting area of the technology sector at this time.\nThese interconnected networks of remote internet-hosted servers have a seemingly endless amount of uses and are playing a massive role today in almost every industry, including banking, automotive, financial, healthcare, education and more.\nPrior to the pandemic, many companies had been exploring all of the different ways that this innovative approach to accessing computing services can lead to cost savings, productivity boosts and economies of scale.\nThen the demand for cloud computing software exploded last year as most major enterprises pivoted toward remote work and hybrid cloud solutions.\nIt’s hard to imagine these trends going away anytime soon, which means there will be plenty of long-term winners for investors to explore over the next decade.\nWith the industry expected to grow at a compound annual growth rate of 19.1% from 2021 to 2028 and a variety of exciting new applications for cloud technology including artificial intelligence, augmented reality, telemedicine, and more, these are exciting times for tech investors.\nThe only issue with investing in cloud software companies is that it can be difficult to justify adding shares of many of the top names given their sky-high multiples.\nA lot of these stocks already have rallied considerably throughout the pandemic, which has led to nosebleed valuations that will require consistently astounding growth to justify their current prices.\nWith that said, there are a few cloud software stocks that are actually worth paying up for even after their big moves higher.\nThese companies are backing up their valuations with eye-catching growth, innovative business models and solutions that could change the business world forever.\nHere are two of the best cloud software stocks worth paying for:\nHubSpot\nIf you are a small or medium-sized business owner that wants to grow your business, it’s extremely difficult to keep things organized and successfully manage your client relationships without the help of a customer relationship management (CRM) software solution.\nThe only issue is that smaller-sized businesses have long been underserved in the CRM space given that they don’t have the same amount of resources and capital as larger enterprises.\nThat’s what’s so intriguing about HubSpot since it's a cloud-based marketing and sales software platform specifically designed to help small- and medium-sized businesses grow.\nThe company cleverly has carved out a unique space in the cloud software industry by offering customers a freemium version of its innovative CRM software, then upselling and cross-selling its users with new premium products and features after they discover how useful HubSpot’s platform can be.\nIt’s easy to support a company that enables entrepreneurship and helps small business owners make their dreams become a reality. HubSpot certainly fits the bill.\nWhat’s also impressive about HubSpot is that the company continues to see accelerating revenue growth and add customers even though digital transformation spending has been lower than in 2020.\nWith second-quarter revenue of $311 million, up 53% year over year, and thousands of new customers added every quarter, this is truly a standout name in the cloud software space that warrants its valuation.\nUpstart Holdings\nUpstart is a cloud-based software company that is leveraging artificial intelligence to disrupt the consumer lending industry.\nUpstart Holdings has developed a proprietary lending platform that benefits both banks and consumers, which is certainly intriguing given the massive addressable market in the industry.\nThe company’s platform is attractive to banks as it uses sophisticated machine learning models to more accurately identify risk versus traditional credit-score-based lending models.\nUpstart claims that its platform leads to 75% fewer defaults with the same amount of approvals as the traditional FICO score model.\nFor consumers, Upstart is attractive as it provides a quicker and more convenient way to get approved for loans with lower interest rates.\nAnyone that has gone through the arduous process of filling out paperwork, negotiating and waiting to be approved for a loan before can understand the appeal of a platform like Upstart.\nNote that 99% of Upstart loan applicants receive their money just one business day after accepting their loans and that the company claims to offer 10% lower interest rates on personal loans than traditional lenders.\nThe stock has been seeing heavy institutional accumulation following Upstart’s knockout second-quarter earnings report that included total revenue of $194 million, up 1,018% year over year.\nThe fact that this company announced a $575 million convertible senior notes offering earlier this week and is already out to new highs again tells you just how strong the demand is for the shares of this innovative cloud software company’s shares.","news_type":1,"symbols_score_info":{"HUBS":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895232806,"gmtCreate":1628745721405,"gmtModify":1676529840754,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Buy on dip","listText":"Buy on dip","text":"Buy on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895232806","repostId":"1106198528","repostType":4,"repost":{"id":"1106198528","kind":"news","pubTimestamp":1628738955,"share":"https://ttm.financial/m/news/1106198528?lang=en_US&edition=fundamental","pubTime":"2021-08-12 11:29","market":"us","language":"en","title":"AMD: Don't Worry About The Xilinx Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1106198528","media":"Seeking Alpha","summary":"Summary\n\nAMD outperformed in 2021 as business growth accelerated.\nMost recently, AMD dipped on fears","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD outperformed in 2021 as business growth accelerated.</li>\n <li>Most recently, AMD dipped on fears that the Xilinx merger might not get approved.</li>\n <li>AMD is in the strongest position it has ever been in. Even if the deal doesn't go through, AMD will do fine as it launches new GPU products.</li>\n <li>AMD just brought a new high-performance GPU to market which has the potential to boost AMD's revenue growth even without Xilinx.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0e6e179318de667e33987f1b4a2afb27\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Jay_Zynism/iStock via Getty Images</p>\n<p>Shares of semiconductor firm <a href=\"https://laohu8.com/S/AMD\">AMD</a> have risen sharply since the company opened up its books for the second quarter at the end of June, but they started to dip last week amid noise that the Xilinx (XLNX) deal may not get through. AMD is launching new GPU products which could accelerate the firm's growth and AMD is set to do well even without Xilinx.</p>\n<h3><b>New GPU product launches will add to AMD's revenue growth</b></h3>\n<p>It has been just about two weeks since AMD reported for Q2'21 and beat even the most bullish analyst calls. AMD saw its revenues soar 99% Y/Y and 12% Q/Q growth to $3.85B with both Computing/Graphics and Enterprise seeing continual top line momentum. Revenue growth was driven by strong graphic cards sales, especially the Radeon 6000 Series GPUs, and higher EPYC processor revenues. Because of the revenue momentum in both businesses, AMD was able to post a 4 PP Q/Q increase in gross margins to 48%.</p>\n<p>While AMD's business keeps improving and growth is accelerating (and will continue to do so even without the Xilinx merger going through), the semiconductor firm is not resting on the laurels. AMD announced the roll-out of its newest high-performance graphic card for the Mac Pro last week, called the Radeon PRO W6000X series GPU. The Radeon PRO W6000X series graphic processing unit is based on AMD's winning RDNA 2 Architecture which has also been used in the prior-gen AMD Radeon RX 5000 series as well as AMD's RX 6000M Mobile Graphics series. AMD's RDNA 2 architecture provides a 79% performance boost compared to its prior-gen RDNA architecture. Since gamers and professionals often require the highest-performance GPUs available in the market to run the newest applications and workloads smoothly, AMD's new graphics GPU is likely going to meet strong demand.</p>\n<p><img src=\"https://static.tigerbbs.com/4e48ee046ec9210254daf457a44a409e\" tg-width=\"652\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">(Source:AMD)</p>\n<p>AMD's new top-of-the-line graphics card has the potential to further accelerate AMD's revenue growth in the Computing/Graphics business. AMD is already benefiting from a shift to higher-price, higher-performance GPUs, and the new Radeon PRO W6000X series GPU could accelerate this trend in the next quarters and add volume as well as GPU ASP growth.</p>\n<h3><b>Deal risks are growing, but AMD will be fine either way</b></h3>\n<p>While AMD is getting ready to bring new high-performance GPUs to market to make the life of developers, designers and gamers more easy, the market has been obsessing lately about growing risks to the AMD-Xilinx merger. AMD has offered 1.7234 shares of AMD for every Xilinx share in a $35B deal which was proposed in October of last year. The acquisition of Xilinx is meant to strengthen and add more growth to AMD's data center segment, increase the total addressable market for its processor business and realize synergies. The transaction would also provide a stronger base for AMD to attack Intel (INTC), although AMD is already doing a good job on its own of taking market share away from Intel in the processor business.</p>\n<p>The AMD-Xilinx deal was widely lauded for the strategic sense it made, but the market now appears to be more pessimistic about the deal getting approved. While the closing of the transaction remains a risk for the stock short term, AMD can do well even without Xilinx. AMD is set to grow revenues 60% this year and, possibly, around 50% next year (if revenues don't accelerate in FY 2022), which is an impressive rate to grow at for a firm with a $130B market value. With AMD trading at $106 and at a 2022 P-E ratio of 35, AMD's revenue and profit growth are still very cheap.</p>\n<p><img src=\"https://static.tigerbbs.com/0d4f115db9676139a28f444e6b44d66f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Data by YCharts</p>\n<p>If the AMD-Xilinx deal gets through - which chiefly depends on regulators in China with a decision being expected by year-end - then each Xilinx share is worth 1.7234 shares of AMD. Since each share of AMD costs $106, one could buy one share of Xilinx for $146 and receive, potentially, a higher total dollar value in return when the transaction is completed successfully. I expect the merger spread to increase as regulatory risks grow, which could potentially reward buyers of Xilinx stock if the transaction gets finally approved. Concerns over the deal falling through are related to a rising share price for Xilinx - XLNX trades above the $143 deal value - and Nvidia's (NVDA) problems closing the Arm acquisition in the UK.</p>\n<p><img src=\"https://static.tigerbbs.com/063dffe23e0296a211ccc4699c15c2a4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Data by YCharts</p>\n<p>The risk that the <a href=\"https://laohu8.com/S/XLNX\">Xilinx</a> merger will be held up or not go through at all has increased, but this should not be a reason to sell or avoid AMD, largely because AMD is already growing very fast on its own and the stock is not overvalued. The rising price of shares of Xilinx may indicate that the market at least views a successful closing to be less likely than a month ago. Xilinx also reported strong revenue results for Q2'21 so there may be some speculation that AMD might have to put more on the table to close the deal, but this is not plausible since both companies already agreed to the deal. What is more likely, however, is that growing regulatory risk was not priced into the calculation before and the market is updating its assessment about the merger. A failing Xilinx acquisition is a risk for AMD's stock, for sure, but the semiconductor firm's business is in the best shape it has ever been in… in part because it is rolling out new GPU products that should see strong customer uptake. The much bigger risk for AMD is that processor ASPs start to decline which would indicate slowing revenue growth. A deal falling through would also likely hurt Xilinx more than AMD since the deal premium would disappear.</p>\n<h3><b>Final thoughts</b></h3>\n<p>Don't trade the merger news, but invest in AMD's long-term revenue potential.</p>\n<p>Whether the AMD-Xilinx merger will be approved or not, AMD's business continues to gain momentum and the new Radeon W6000X GPU could accelerate the shift to higher-priced graphic cards, which already drive AMD's revenue growth in Computing/Graphics. Look for rising GPU ASPs next quarter that also contribute positively to AMD's top line segment growth.</p>\n<p>Although the market has lost some of its enthusiasm about the Xilinx merger, AMD's business represents great value and the firm's growth is undervalued at just 36x projected earnings.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Don't Worry About The Xilinx Deal</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\">\nAMD: Don't Worry About The Xilinx Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 11:29 GMT+8 <a href=https://seekingalpha.com/article/4448219-amd-xilinx-deal-risks-are-growing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD outperformed in 2021 as business growth accelerated.\nMost recently, AMD dipped on fears that the Xilinx merger might not get approved.\nAMD is in the strongest position it has ever been in...</p>\n\n<a href=\"https://seekingalpha.com/article/4448219-amd-xilinx-deal-risks-are-growing\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4448219-amd-xilinx-deal-risks-are-growing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106198528","content_text":"Summary\n\nAMD outperformed in 2021 as business growth accelerated.\nMost recently, AMD dipped on fears that the Xilinx merger might not get approved.\nAMD is in the strongest position it has ever been in. Even if the deal doesn't go through, AMD will do fine as it launches new GPU products.\nAMD just brought a new high-performance GPU to market which has the potential to boost AMD's revenue growth even without Xilinx.\n\nJay_Zynism/iStock via Getty Images\nShares of semiconductor firm AMD have risen sharply since the company opened up its books for the second quarter at the end of June, but they started to dip last week amid noise that the Xilinx (XLNX) deal may not get through. AMD is launching new GPU products which could accelerate the firm's growth and AMD is set to do well even without Xilinx.\nNew GPU product launches will add to AMD's revenue growth\nIt has been just about two weeks since AMD reported for Q2'21 and beat even the most bullish analyst calls. AMD saw its revenues soar 99% Y/Y and 12% Q/Q growth to $3.85B with both Computing/Graphics and Enterprise seeing continual top line momentum. Revenue growth was driven by strong graphic cards sales, especially the Radeon 6000 Series GPUs, and higher EPYC processor revenues. Because of the revenue momentum in both businesses, AMD was able to post a 4 PP Q/Q increase in gross margins to 48%.\nWhile AMD's business keeps improving and growth is accelerating (and will continue to do so even without the Xilinx merger going through), the semiconductor firm is not resting on the laurels. AMD announced the roll-out of its newest high-performance graphic card for the Mac Pro last week, called the Radeon PRO W6000X series GPU. The Radeon PRO W6000X series graphic processing unit is based on AMD's winning RDNA 2 Architecture which has also been used in the prior-gen AMD Radeon RX 5000 series as well as AMD's RX 6000M Mobile Graphics series. AMD's RDNA 2 architecture provides a 79% performance boost compared to its prior-gen RDNA architecture. Since gamers and professionals often require the highest-performance GPUs available in the market to run the newest applications and workloads smoothly, AMD's new graphics GPU is likely going to meet strong demand.\n(Source:AMD)\nAMD's new top-of-the-line graphics card has the potential to further accelerate AMD's revenue growth in the Computing/Graphics business. AMD is already benefiting from a shift to higher-price, higher-performance GPUs, and the new Radeon PRO W6000X series GPU could accelerate this trend in the next quarters and add volume as well as GPU ASP growth.\nDeal risks are growing, but AMD will be fine either way\nWhile AMD is getting ready to bring new high-performance GPUs to market to make the life of developers, designers and gamers more easy, the market has been obsessing lately about growing risks to the AMD-Xilinx merger. AMD has offered 1.7234 shares of AMD for every Xilinx share in a $35B deal which was proposed in October of last year. The acquisition of Xilinx is meant to strengthen and add more growth to AMD's data center segment, increase the total addressable market for its processor business and realize synergies. The transaction would also provide a stronger base for AMD to attack Intel (INTC), although AMD is already doing a good job on its own of taking market share away from Intel in the processor business.\nThe AMD-Xilinx deal was widely lauded for the strategic sense it made, but the market now appears to be more pessimistic about the deal getting approved. While the closing of the transaction remains a risk for the stock short term, AMD can do well even without Xilinx. AMD is set to grow revenues 60% this year and, possibly, around 50% next year (if revenues don't accelerate in FY 2022), which is an impressive rate to grow at for a firm with a $130B market value. With AMD trading at $106 and at a 2022 P-E ratio of 35, AMD's revenue and profit growth are still very cheap.\nData by YCharts\nIf the AMD-Xilinx deal gets through - which chiefly depends on regulators in China with a decision being expected by year-end - then each Xilinx share is worth 1.7234 shares of AMD. Since each share of AMD costs $106, one could buy one share of Xilinx for $146 and receive, potentially, a higher total dollar value in return when the transaction is completed successfully. I expect the merger spread to increase as regulatory risks grow, which could potentially reward buyers of Xilinx stock if the transaction gets finally approved. Concerns over the deal falling through are related to a rising share price for Xilinx - XLNX trades above the $143 deal value - and Nvidia's (NVDA) problems closing the Arm acquisition in the UK.\nData by YCharts\nThe risk that the Xilinx merger will be held up or not go through at all has increased, but this should not be a reason to sell or avoid AMD, largely because AMD is already growing very fast on its own and the stock is not overvalued. The rising price of shares of Xilinx may indicate that the market at least views a successful closing to be less likely than a month ago. Xilinx also reported strong revenue results for Q2'21 so there may be some speculation that AMD might have to put more on the table to close the deal, but this is not plausible since both companies already agreed to the deal. What is more likely, however, is that growing regulatory risk was not priced into the calculation before and the market is updating its assessment about the merger. A failing Xilinx acquisition is a risk for AMD's stock, for sure, but the semiconductor firm's business is in the best shape it has ever been in… in part because it is rolling out new GPU products that should see strong customer uptake. The much bigger risk for AMD is that processor ASPs start to decline which would indicate slowing revenue growth. A deal falling through would also likely hurt Xilinx more than AMD since the deal premium would disappear.\nFinal thoughts\nDon't trade the merger news, but invest in AMD's long-term revenue potential.\nWhether the AMD-Xilinx merger will be approved or not, AMD's business continues to gain momentum and the new Radeon W6000X GPU could accelerate the shift to higher-priced graphic cards, which already drive AMD's revenue growth in Computing/Graphics. Look for rising GPU ASPs next quarter that also contribute positively to AMD's top line segment growth.\nAlthough the market has lost some of its enthusiasm about the Xilinx merger, AMD's business represents great value and the firm's growth is undervalued at just 36x projected earnings.","news_type":1,"symbols_score_info":{"XLNX":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892706888,"gmtCreate":1628688068844,"gmtModify":1676529821257,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892706888","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893335168,"gmtCreate":1628237142454,"gmtModify":1703503708991,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893335168","repostId":"1193039903","repostType":4,"repost":{"id":"1193039903","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628235933,"share":"https://ttm.financial/m/news/1193039903?lang=en_US&edition=fundamental","pubTime":"2021-08-06 15:45","market":"sh","language":"en","title":"Warren Buffett-Backed BYD Sold More EVs In July Than Nio, Xpeng, Li's Combined Deliveries","url":"https://stock-news.laohu8.com/highlight/detail?id=1193039903","media":"Benzinga","summary":"The Shenzhen-based, Chinese automaker BYD Co’s BYDD Fall-electric vehicle sales more than doubled in","content":"<p>The Shenzhen-based, Chinese automaker <b>BYD Co’s</b> BYDD Fall-electric vehicle sales more than doubled in July and the company sold more vehicles than the combined delivery numbers of the three homegrown newcomers<b>Nio Inc</b>NIO,<b>Xpeng Inc</b>XPEV 0.01%, and<b>Li Auto</b>NASDAQLiduring the month.</p>\n<p><b>What Happened: Berkshire Hathaway Inc</b>(NYSE:BRK-A) (NYSE:BRK-B) Chairman <b>Warren Buffett</b>-backed BYD sold 24,996 battery-powered electric vehicles in July, a 139% jump year-on-year. On a sequential basis, the growth was 23%.</p>\n<p>BYD’s electric vehicle sales volume in July edged past the combined delivery numbers of the upcoming Chinese rivals Nio, Xpeng and Li’s combined sales by a whisker at 24,560 electric vehicles.</p>\n<p>Nio delivered 7,931 vehicles in July, while rival Xpeng delivered 8,040 vehicles and Li Auto reported 8,589 deliveries during the month.</p>\n<p>BYD’s new energy vehicles sales more than tripled to 50,492 vehicles in July from a year ago.</p>\n<p>In the New Energy Vehicle (NEV) category, which includes hybrids, BYD sales more than tripled to 50,492 vehicles in July, or a year-on-year jump of nearly 234.4%.</p>\n<p>In China, NEV is used to define plug-in electric vehicles eligible for public subsidies which also includes plug-in hybrid electric vehicles and fuel cell electric vehicles besides the battery electric vehicles (BEVs).</p>\n<p>These could be cars, buses, trucks, or two-wheelers. BYD’s NEV portfolio consists of cars, buses, and trucks. The automaker’s battery-powered electric vehicle sales is the metric most-suited for like-to-like comparison with Chinese peers and also<b>TeslaInc</b>TSLA.</p>\n<p><b>Gas-powered Sales Drop:</b> Interestingly, BYD's sales of oil-guzzling vehicles fell 57.5% to 6,918 vehicles in July. The decline was led by a sharp drop in oil-fueled SUVs where sales fell 65.3% to 4,556 vehicles.</p>\n<p><b>Why It Matters:</b> Nio delivered 7,931 vehicles in July, while rival Xpeng delivered 8,040 vehicles and Li Auto reported 8,589 deliveries during the month.</p>\n<p>BYD’s sales jump comes amid stiff competition from the local newcomers as well as Tesla which has been ramping up investment plans in China.</p>\n<p>The upcoming rivals have been going all the way to grab market share. For instance, Nio, which is on the threshold of entering the European market, has partnered with chipmaker<b>NVIDIACorp</b>NVDAfor autonomous driving capabilities. Others are planning similar feats and expansion plans.</p>\n<p><b>Price Action:</b> BYD shares closed 1.27% higher at $35.90 on Thursday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett-Backed BYD Sold More EVs In July Than Nio, Xpeng, Li's Combined Deliveries</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\">\nWarren Buffett-Backed BYD Sold More EVs In July Than Nio, Xpeng, Li's Combined Deliveries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-06 15:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The Shenzhen-based, Chinese automaker <b>BYD Co’s</b> BYDD Fall-electric vehicle sales more than doubled in July and the company sold more vehicles than the combined delivery numbers of the three homegrown newcomers<b>Nio Inc</b>NIO,<b>Xpeng Inc</b>XPEV 0.01%, and<b>Li Auto</b>NASDAQLiduring the month.</p>\n<p><b>What Happened: Berkshire Hathaway Inc</b>(NYSE:BRK-A) (NYSE:BRK-B) Chairman <b>Warren Buffett</b>-backed BYD sold 24,996 battery-powered electric vehicles in July, a 139% jump year-on-year. On a sequential basis, the growth was 23%.</p>\n<p>BYD’s electric vehicle sales volume in July edged past the combined delivery numbers of the upcoming Chinese rivals Nio, Xpeng and Li’s combined sales by a whisker at 24,560 electric vehicles.</p>\n<p>Nio delivered 7,931 vehicles in July, while rival Xpeng delivered 8,040 vehicles and Li Auto reported 8,589 deliveries during the month.</p>\n<p>BYD’s new energy vehicles sales more than tripled to 50,492 vehicles in July from a year ago.</p>\n<p>In the New Energy Vehicle (NEV) category, which includes hybrids, BYD sales more than tripled to 50,492 vehicles in July, or a year-on-year jump of nearly 234.4%.</p>\n<p>In China, NEV is used to define plug-in electric vehicles eligible for public subsidies which also includes plug-in hybrid electric vehicles and fuel cell electric vehicles besides the battery electric vehicles (BEVs).</p>\n<p>These could be cars, buses, trucks, or two-wheelers. BYD’s NEV portfolio consists of cars, buses, and trucks. The automaker’s battery-powered electric vehicle sales is the metric most-suited for like-to-like comparison with Chinese peers and also<b>TeslaInc</b>TSLA.</p>\n<p><b>Gas-powered Sales Drop:</b> Interestingly, BYD's sales of oil-guzzling vehicles fell 57.5% to 6,918 vehicles in July. The decline was led by a sharp drop in oil-fueled SUVs where sales fell 65.3% to 4,556 vehicles.</p>\n<p><b>Why It Matters:</b> Nio delivered 7,931 vehicles in July, while rival Xpeng delivered 8,040 vehicles and Li Auto reported 8,589 deliveries during the month.</p>\n<p>BYD’s sales jump comes amid stiff competition from the local newcomers as well as Tesla which has been ramping up investment plans in China.</p>\n<p>The upcoming rivals have been going all the way to grab market share. For instance, Nio, which is on the threshold of entering the European market, has partnered with chipmaker<b>NVIDIACorp</b>NVDAfor autonomous driving capabilities. Others are planning similar feats and expansion plans.</p>\n<p><b>Price Action:</b> BYD shares closed 1.27% higher at $35.90 on Thursday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00285":"比亚迪电子","01211":"比亚迪股份","002594":"比亚迪","BYDDY":"比亚迪ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193039903","content_text":"The Shenzhen-based, Chinese automaker BYD Co’s BYDD Fall-electric vehicle sales more than doubled in July and the company sold more vehicles than the combined delivery numbers of the three homegrown newcomersNio IncNIO,Xpeng IncXPEV 0.01%, andLi AutoNASDAQLiduring the month.\nWhat Happened: Berkshire Hathaway Inc(NYSE:BRK-A) (NYSE:BRK-B) Chairman Warren Buffett-backed BYD sold 24,996 battery-powered electric vehicles in July, a 139% jump year-on-year. On a sequential basis, the growth was 23%.\nBYD’s electric vehicle sales volume in July edged past the combined delivery numbers of the upcoming Chinese rivals Nio, Xpeng and Li’s combined sales by a whisker at 24,560 electric vehicles.\nNio delivered 7,931 vehicles in July, while rival Xpeng delivered 8,040 vehicles and Li Auto reported 8,589 deliveries during the month.\nBYD’s new energy vehicles sales more than tripled to 50,492 vehicles in July from a year ago.\nIn the New Energy Vehicle (NEV) category, which includes hybrids, BYD sales more than tripled to 50,492 vehicles in July, or a year-on-year jump of nearly 234.4%.\nIn China, NEV is used to define plug-in electric vehicles eligible for public subsidies which also includes plug-in hybrid electric vehicles and fuel cell electric vehicles besides the battery electric vehicles (BEVs).\nThese could be cars, buses, trucks, or two-wheelers. BYD’s NEV portfolio consists of cars, buses, and trucks. The automaker’s battery-powered electric vehicle sales is the metric most-suited for like-to-like comparison with Chinese peers and alsoTeslaIncTSLA.\nGas-powered Sales Drop: Interestingly, BYD's sales of oil-guzzling vehicles fell 57.5% to 6,918 vehicles in July. The decline was led by a sharp drop in oil-fueled SUVs where sales fell 65.3% to 4,556 vehicles.\nWhy It Matters: Nio delivered 7,931 vehicles in July, while rival Xpeng delivered 8,040 vehicles and Li Auto reported 8,589 deliveries during the month.\nBYD’s sales jump comes amid stiff competition from the local newcomers as well as Tesla which has been ramping up investment plans in China.\nThe upcoming rivals have been going all the way to grab market share. For instance, Nio, which is on the threshold of entering the European market, has partnered with chipmakerNVIDIACorpNVDAfor autonomous driving capabilities. Others are planning similar feats and expansion plans.\nPrice Action: BYD shares closed 1.27% higher at $35.90 on Thursday.","news_type":1,"symbols_score_info":{"002594":0.9,"00285":0.9,"BYDDY":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807283162,"gmtCreate":1628038902756,"gmtModify":1703500004977,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807283162","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806695736,"gmtCreate":1627652669025,"gmtModify":1703494153847,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806695736","repostId":"2155073158","repostType":4,"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801290863,"gmtCreate":1627517404852,"gmtModify":1703491413314,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801290863","repostId":"1191373397","repostType":4,"repost":{"id":"1191373397","kind":"news","pubTimestamp":1627514021,"share":"https://ttm.financial/m/news/1191373397?lang=en_US&edition=fundamental","pubTime":"2021-07-29 07:13","market":"us","language":"en","title":"Qualcomm optimistic on 5G, connected device sales as supply bottlenecks ease","url":"https://stock-news.laohu8.com/highlight/detail?id=1191373397","media":"Reuters","summary":"(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including App","content":"<p>(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including Apple Inc’s iPhone, as the company said it had mitigated supply shortfalls that have contributed to a global chip shortage.</p>\n<p>Qualcomm total revenues rose 63% to nearly $8 billion, boosted by soaring sales of chips for connected devices that hit $1.4 billion.</p>\n<p>The San Diego, California-based company is the biggest supplier of mobile phone chips in the world and the leader in 5G technology, supplying modem chips that help iPhones connect to wireless data networks and the modems and central processors for much of the Android market.</p>\n<p>Shares were up 2.5% to $146 in after-market trading following the results, which could alleviate some concerns among investors about the impact of the shortage on the smart phone market, including the iPhone.</p>\n<p>Qualcomm Chief Executive Officer Cristiano Amon told investors during a conference call that the company’s efforts to secure its chips from multiple manufacturing partners were making progress bolstering supplies, with the first shipments of significant volume in the fiscal third quarter and more to come in the coming months.</p>\n<p>“We’re still on track to materially improve supply by the end of the calendar year,” Amon said.</p>\n<p>The company is also benefiting from the exit from the global smartphone market of China’s Huawei Technologies Co Ltd. Huawei’s flagship models did not use Qualcomm chips but its rivals, who are now snapping up market share, mostly do.</p>\n<p>Qualcomm has boosted sales of other chips, such as radio-frequency chips that augment its 5G phone chips and whose sales have doubled in the past year. Sales are also growing for a variety of chips for cars and for “internet of things,” or IoT, applications.</p>\n<p>Qualcomm said on Wednesday it expects sales of those chips to hit $10 billion this fiscal year, up from $6 billion the previous year. The company also said it expects adjusted profits of $8.24 per share for its fiscal 2021, nearly double the year before.</p>\n<p>Qualcomm’s chip revenue forecast for the current fiscal fourth quarter had a midpoint of $7.25 billion, compared with analyst estimates of $6.83 billion, according to Refinitiv data.</p>\n<p>CHIP SHORTAGE</p>\n<p>Amon said even as its own bottlenecks ease as it brings on more manufacturing partners, some of Qualcomm’s customers cannot find the supporting chips from other vendors that they need to make full devices.</p>\n<p>“We continue to see strong demand in every single business outpacing supply,” he said on the call.</p>\n<p>Apple on Tuesday predicted the chip shortage would start to hit its iPhone in the fourth quarter.</p>\n<p>On Wednesday, Qualcomm said that global sales of 5G handsets for 2021 was likely to come in at the higher end of its forecast of 450 to 550 million handsets. That means that phone makers are likely directing any chips that are in short supply toward production of their more profitable 5G devices. Apple shares rose 0.14% in after-hours trading after Qualcomm’s results.</p>\n<p>“While there remain some parts tightness in some periphery chips in the smartphone sector, we don’t think its material enough to cause any meaningful downside, as the industry will prioritize the supply for 5G instead of 4G,” said Kinngai Chan, an analyst at Summit Insights Group.</p>\n<p>Qualcomm forecast overall sales and adjusted profits with midpoints of $8.8 billion and $2.25 per share, above estimates of $8.50 billion and $2.04 per share, according to Refinitiv data.</p>\n<p>The company predicted revenue with a midpoint of $1.55 billion from its patent licensing business, compared with analyst expectations of $1.56 billion, according to Refinitiv data.</p>\n<p>For the fiscal third quarter ended June 27, Qualcomm said overall adjusted revenues and adjusted profits were $8 billion and $1.92 per share, higher than estimates of $7.58 billion and $1.68 per share, according to Refinitiv data.</p>\n<p>Mobile handset chips remain Qualcomm’s biggest seller, increasing 57% to hit $3.86 billion in the quarter.</p>\n<p>“Qualcomm has done a phenomenal job in driving the 5G ecosystem. For sure it’s moving a lot faster than 4G,” said Paolo Pescatore, an analyst at PP Foresight.</p>\n<p>Sales of other chips have also been expanding, with radio frequency chips and IoT chips reaching sales of $957 million and $1.4 billion, up 114% and 83% from a year earlier, respectively.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm optimistic on 5G, connected device sales as supply bottlenecks ease</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\">\nQualcomm optimistic on 5G, connected device sales as supply bottlenecks ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:13 GMT+8 <a href=https://www.reuters.com/article/qualcomm-results/update-4-qualcomm-optimistic-on-5g-connected-device-sales-as-supply-bottlenecks-ease-idUSL1N2P432P><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including Apple Inc’s iPhone, as the company said it had mitigated supply shortfalls that have contributed to a ...</p>\n\n<a href=\"https://www.reuters.com/article/qualcomm-results/update-4-qualcomm-optimistic-on-5g-connected-device-sales-as-supply-bottlenecks-ease-idUSL1N2P432P\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://www.reuters.com/article/qualcomm-results/update-4-qualcomm-optimistic-on-5g-connected-device-sales-as-supply-bottlenecks-ease-idUSL1N2P432P","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191373397","content_text":"(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including Apple Inc’s iPhone, as the company said it had mitigated supply shortfalls that have contributed to a global chip shortage.\nQualcomm total revenues rose 63% to nearly $8 billion, boosted by soaring sales of chips for connected devices that hit $1.4 billion.\nThe San Diego, California-based company is the biggest supplier of mobile phone chips in the world and the leader in 5G technology, supplying modem chips that help iPhones connect to wireless data networks and the modems and central processors for much of the Android market.\nShares were up 2.5% to $146 in after-market trading following the results, which could alleviate some concerns among investors about the impact of the shortage on the smart phone market, including the iPhone.\nQualcomm Chief Executive Officer Cristiano Amon told investors during a conference call that the company’s efforts to secure its chips from multiple manufacturing partners were making progress bolstering supplies, with the first shipments of significant volume in the fiscal third quarter and more to come in the coming months.\n“We’re still on track to materially improve supply by the end of the calendar year,” Amon said.\nThe company is also benefiting from the exit from the global smartphone market of China’s Huawei Technologies Co Ltd. Huawei’s flagship models did not use Qualcomm chips but its rivals, who are now snapping up market share, mostly do.\nQualcomm has boosted sales of other chips, such as radio-frequency chips that augment its 5G phone chips and whose sales have doubled in the past year. Sales are also growing for a variety of chips for cars and for “internet of things,” or IoT, applications.\nQualcomm said on Wednesday it expects sales of those chips to hit $10 billion this fiscal year, up from $6 billion the previous year. The company also said it expects adjusted profits of $8.24 per share for its fiscal 2021, nearly double the year before.\nQualcomm’s chip revenue forecast for the current fiscal fourth quarter had a midpoint of $7.25 billion, compared with analyst estimates of $6.83 billion, according to Refinitiv data.\nCHIP SHORTAGE\nAmon said even as its own bottlenecks ease as it brings on more manufacturing partners, some of Qualcomm’s customers cannot find the supporting chips from other vendors that they need to make full devices.\n“We continue to see strong demand in every single business outpacing supply,” he said on the call.\nApple on Tuesday predicted the chip shortage would start to hit its iPhone in the fourth quarter.\nOn Wednesday, Qualcomm said that global sales of 5G handsets for 2021 was likely to come in at the higher end of its forecast of 450 to 550 million handsets. That means that phone makers are likely directing any chips that are in short supply toward production of their more profitable 5G devices. Apple shares rose 0.14% in after-hours trading after Qualcomm’s results.\n“While there remain some parts tightness in some periphery chips in the smartphone sector, we don’t think its material enough to cause any meaningful downside, as the industry will prioritize the supply for 5G instead of 4G,” said Kinngai Chan, an analyst at Summit Insights Group.\nQualcomm forecast overall sales and adjusted profits with midpoints of $8.8 billion and $2.25 per share, above estimates of $8.50 billion and $2.04 per share, according to Refinitiv data.\nThe company predicted revenue with a midpoint of $1.55 billion from its patent licensing business, compared with analyst expectations of $1.56 billion, according to Refinitiv data.\nFor the fiscal third quarter ended June 27, Qualcomm said overall adjusted revenues and adjusted profits were $8 billion and $1.92 per share, higher than estimates of $7.58 billion and $1.68 per share, according to Refinitiv data.\nMobile handset chips remain Qualcomm’s biggest seller, increasing 57% to hit $3.86 billion in the quarter.\n“Qualcomm has done a phenomenal job in driving the 5G ecosystem. For sure it’s moving a lot faster than 4G,” said Paolo Pescatore, an analyst at PP Foresight.\nSales of other chips have also been expanding, with radio frequency chips and IoT chips reaching sales of $957 million and $1.4 billion, up 114% and 83% from a year earlier, respectively.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801095265,"gmtCreate":1627471000757,"gmtModify":1703490572617,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good to hear this","listText":"Good to hear this","text":"Good to hear this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801095265","repostId":"1103651114","repostType":4,"repost":{"id":"1103651114","kind":"news","pubTimestamp":1627465191,"share":"https://ttm.financial/m/news/1103651114?lang=en_US&edition=fundamental","pubTime":"2021-07-28 17:39","market":"us","language":"en","title":"Microsoft: Still In High Growth Mode, Yet Cheaply Valued","url":"https://stock-news.laohu8.com/highlight/detail?id=1103651114","media":"seekingalpha","summary":"Contrary to popular belief, Microsoft is still a growth name.Microsoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y .By my estimates, the stock trades for approx. 28x forward EPS.Not too many companies out there in tech have EPS numbers. And those that do, are not being priced below their CAGR. Microsoft is an exception.Microsoft put out very strong growth in Q4 2021, with its top-line growing by 21% y/y. Thus, this result fully justifies its stock's p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Contrary to popular belief, Microsoft is still a growth name.</li>\n <li>Microsoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y (currency-adjusted).</li>\n <li>By my estimates, the stock trades for approx. 28x forward EPS.</li>\n <li>Not too many companies out there in tech have EPS numbers. And those that do, are not being priced below their CAGR. Microsoft is an exception.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7171d6ff293602cabbe7a5d16831aac7\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>wellesenterprises/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Microsoft (MSFT) put out very strong growth in Q4 2021, with its top-line growing by 21% y/y. Thus, this result fully justifies its stock's performance in the past twelve months.</p>\n<p>What's more, looking ahead, by my estimates, its EPS could grow to $10.36 leaving the stock trading at 28x forward sales.</p>\n<p>Microsoft remains a worthy investment consideration, even now.</p>\n<p><b>Investor Sentiment Facing Microsoft</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50ddd26107b44d283dca56644b0bbd92\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>This is the first quarter that we are now fully lapping the pandemic's comparables.</p>\n<p>And even though by this stage investors should be coming to terms and adjusting themselves into what's a permanent change and the new normal and what's a should be compared to pre-COVID periods, I feel we are none the wiser.</p>\n<p>To this end, the fact that this tech behemoth put up such a strong result yet the after-hours reaction was so muted, as were both Apple (AAPL) and Alphabet (GOOGL)(GOOG), presents investors with a conundrum: is it all possible that investors expected an<i>even bigger positive surprise from these names</i>?</p>\n<p>Moreover, keep in mind that behind the big push by the mega-caps that are now trading at close to all-time highs, many smaller caps stocks are well into correction territory in 2021. Correction territory means trading 20% or more from previous highs. Indeed, this discrepancy between large caps and small caps is truly fascinating.</p>\n<p>To this end, I can only conclude that in the short term the market is a voting machine and that in time, Microsoft's bottom line profitability will continue to drive its stock forward. So let's dig in further to Microsoft's results.</p>\n<p><b>Revenue Growth Rates Are Still Strong</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b20ad739d2a017f775dac21ae77e842\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"><span>Source: Author's calculations; **high-end company guidance; note: fiscal year and calendar year are misaligned.</span></p>\n<p>As you can see above, Microsoft's growth rates during fiscal 2021 actually accelerated. During Q4 2021, Microsoft's top line increased by 21% y/y.<i>Is there a time when the law of large numbers starts to slow down this giant?</i></p>\n<p>Common sense answers in the affirmative. But the factual results show that bringing in more than $46 billion in revenues during a 90 day period is an achievable feat for Microsoft.</p>\n<p>Looking out at its guide ahead, we can see that Microsoft's momentum continues to be very strong. If investors had reasons to expect a strong performance this quarter as Microsoft had slightly easier comps, the high-end guidance for next quarter fully dispels the myth that Microsoft is anything but a high growth name.</p>\n<p>In 2021 Microsoft is more diversified than it's ever been: With Search advertising Bing up 53% y/y, to LinkedIn being up 46% y/y, as well as Microsoft's ERP (Enterprise Resource Planning) Dynamics 365 up 49%, but real needle mover is obviously Microsoft's commercial cloud.</p>\n<p><b>The Crown Jewel in the Quarter: Commercial Cloud</b></p>\n<p>Microsoft's commercial cloud was up 36% y/y to $19.5 billion. Within that, Azure was up 45% (at constant currency).</p>\n<p>Microsoft's ability to engage both old and new enterprises, while at the same time offering a differentiated enough cloud platform so customers' usage and demand remains high, speaks to the power of Microsoft's brand.</p>\n<p>So when I questioned whether or not Microsoft has what it takes to break free from the law of large numbers, I believe we should invert the question. The question needs to be is there a physical reason<i>why Microsoft can't put up strong numbers</i>for another decade?</p>\n<p>I don't believe there is. On the one hand, smaller enterprises are being sold on the idea that this household name is the no-brainer cloud platform to adopt. But at the same time, Microsoft's multi-year investment to invest in cloud engineering is being reflected in its numbers.</p>\n<p>For example,75% of the Fortune 500 use Microsoft's hybrid offerings. These are companies with the financial resources and technical acumen to demand only the best of the best hybrid cloud. And by far and wide, the bulk of these global enterprises still chose Microsoft's cloud platform.</p>\n<p>Also, and this important, unlike countless other fast-growing names in tech right now, that have no clear path to profitability, Microsoft has incredibly high profit margins and EPS numbers.</p>\n<p><b>Very Strong EPS Growth of 42% Y/Y</b></p>\n<p>Microsoft is clear that it's not resting on its recent performance. In fact, Microsoft continues to signal to investors that it's investing and innovating into its entire tech stack.</p>\n<p>What's more, despite the consistent investment, Microsoft's EPS number this quarter was up 42% y/y (non-GAAP, at constant currency).</p>\n<p>Furthermore, if we look at Microsoft's trailing twelve-month EPS number of $7.97 we can see that this figure is up 34% y/y (non-GAAP, constant currency).</p>\n<p>Given Microsoft's momentum of late, together with Microsoft's CFO Amy Hood's comments on the call that in fiscal 2022 Microsoft would see ''healthy double-digit revenue growth'' we can easily forecast that Microsoft's EPS numbers will climb to<i>at least $10.36 in fiscal 2022</i>.</p>\n<p><b>Valuation - Still Offering a Meaningful Margin of Safety</b></p>\n<p>As noted above, if we are conservative in our assumption for Microsoft's bottom line to grow by 30% y/y in fiscal 2022 this would imply that Microsoft's non-GAAP EPS would reach $10.36.</p>\n<p>Note, while this is a deceleration from fiscal 2021 EPS growth of 34%, this would be a step up from the 25% EPS growth in fiscal 2020.</p>\n<p>Nevertheless, I believe that 30% CAGR is reasonable given some y/y margin expansion that Hood's mentioned on the call for fiscal 2022.</p>\n<p>All together this implies that the stock is priced at 28x forward earnings. Note, this is not a sales multiple, but its EPS figure.</p>\n<p><b>The Bottom Line</b></p>\n<p>For a company growing its bottom line EPS number by 30% CAGR, having to pay 28x its EPS in the current stock market pricing environment strikes me as a bargain opportunity.</p>\n<p>Having said that, as I alluded to at the start of the article, given that so many smaller-cap names are now firmly into correction territory, I'm going to continue deploying my capital own into opportunities that I believe over even more compelling valuations. Happy investing.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: Still In High Growth Mode, Yet Cheaply Valued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Still In High Growth Mode, Yet Cheaply Valued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 17:39 GMT+8 <a href=https://seekingalpha.com/article/4441951-microsoft-q4-earnings-high-growth-mode-cheaply-valued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nContrary to popular belief, Microsoft is still a growth name.\nMicrosoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y (currency-adjusted).\nBy my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441951-microsoft-q4-earnings-high-growth-mode-cheaply-valued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4441951-microsoft-q4-earnings-high-growth-mode-cheaply-valued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103651114","content_text":"Summary\n\nContrary to popular belief, Microsoft is still a growth name.\nMicrosoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y (currency-adjusted).\nBy my estimates, the stock trades for approx. 28x forward EPS.\nNot too many companies out there in tech have EPS numbers. And those that do, are not being priced below their CAGR. Microsoft is an exception.\n\nwellesenterprises/iStock Editorial via Getty Images\nInvestment Thesis\nMicrosoft (MSFT) put out very strong growth in Q4 2021, with its top-line growing by 21% y/y. Thus, this result fully justifies its stock's performance in the past twelve months.\nWhat's more, looking ahead, by my estimates, its EPS could grow to $10.36 leaving the stock trading at 28x forward sales.\nMicrosoft remains a worthy investment consideration, even now.\nInvestor Sentiment Facing Microsoft\nData by YCharts\nThis is the first quarter that we are now fully lapping the pandemic's comparables.\nAnd even though by this stage investors should be coming to terms and adjusting themselves into what's a permanent change and the new normal and what's a should be compared to pre-COVID periods, I feel we are none the wiser.\nTo this end, the fact that this tech behemoth put up such a strong result yet the after-hours reaction was so muted, as were both Apple (AAPL) and Alphabet (GOOGL)(GOOG), presents investors with a conundrum: is it all possible that investors expected aneven bigger positive surprise from these names?\nMoreover, keep in mind that behind the big push by the mega-caps that are now trading at close to all-time highs, many smaller caps stocks are well into correction territory in 2021. Correction territory means trading 20% or more from previous highs. Indeed, this discrepancy between large caps and small caps is truly fascinating.\nTo this end, I can only conclude that in the short term the market is a voting machine and that in time, Microsoft's bottom line profitability will continue to drive its stock forward. So let's dig in further to Microsoft's results.\nRevenue Growth Rates Are Still Strong\nSource: Author's calculations; **high-end company guidance; note: fiscal year and calendar year are misaligned.\nAs you can see above, Microsoft's growth rates during fiscal 2021 actually accelerated. During Q4 2021, Microsoft's top line increased by 21% y/y.Is there a time when the law of large numbers starts to slow down this giant?\nCommon sense answers in the affirmative. But the factual results show that bringing in more than $46 billion in revenues during a 90 day period is an achievable feat for Microsoft.\nLooking out at its guide ahead, we can see that Microsoft's momentum continues to be very strong. If investors had reasons to expect a strong performance this quarter as Microsoft had slightly easier comps, the high-end guidance for next quarter fully dispels the myth that Microsoft is anything but a high growth name.\nIn 2021 Microsoft is more diversified than it's ever been: With Search advertising Bing up 53% y/y, to LinkedIn being up 46% y/y, as well as Microsoft's ERP (Enterprise Resource Planning) Dynamics 365 up 49%, but real needle mover is obviously Microsoft's commercial cloud.\nThe Crown Jewel in the Quarter: Commercial Cloud\nMicrosoft's commercial cloud was up 36% y/y to $19.5 billion. Within that, Azure was up 45% (at constant currency).\nMicrosoft's ability to engage both old and new enterprises, while at the same time offering a differentiated enough cloud platform so customers' usage and demand remains high, speaks to the power of Microsoft's brand.\nSo when I questioned whether or not Microsoft has what it takes to break free from the law of large numbers, I believe we should invert the question. The question needs to be is there a physical reasonwhy Microsoft can't put up strong numbersfor another decade?\nI don't believe there is. On the one hand, smaller enterprises are being sold on the idea that this household name is the no-brainer cloud platform to adopt. But at the same time, Microsoft's multi-year investment to invest in cloud engineering is being reflected in its numbers.\nFor example,75% of the Fortune 500 use Microsoft's hybrid offerings. These are companies with the financial resources and technical acumen to demand only the best of the best hybrid cloud. And by far and wide, the bulk of these global enterprises still chose Microsoft's cloud platform.\nAlso, and this important, unlike countless other fast-growing names in tech right now, that have no clear path to profitability, Microsoft has incredibly high profit margins and EPS numbers.\nVery Strong EPS Growth of 42% Y/Y\nMicrosoft is clear that it's not resting on its recent performance. In fact, Microsoft continues to signal to investors that it's investing and innovating into its entire tech stack.\nWhat's more, despite the consistent investment, Microsoft's EPS number this quarter was up 42% y/y (non-GAAP, at constant currency).\nFurthermore, if we look at Microsoft's trailing twelve-month EPS number of $7.97 we can see that this figure is up 34% y/y (non-GAAP, constant currency).\nGiven Microsoft's momentum of late, together with Microsoft's CFO Amy Hood's comments on the call that in fiscal 2022 Microsoft would see ''healthy double-digit revenue growth'' we can easily forecast that Microsoft's EPS numbers will climb toat least $10.36 in fiscal 2022.\nValuation - Still Offering a Meaningful Margin of Safety\nAs noted above, if we are conservative in our assumption for Microsoft's bottom line to grow by 30% y/y in fiscal 2022 this would imply that Microsoft's non-GAAP EPS would reach $10.36.\nNote, while this is a deceleration from fiscal 2021 EPS growth of 34%, this would be a step up from the 25% EPS growth in fiscal 2020.\nNevertheless, I believe that 30% CAGR is reasonable given some y/y margin expansion that Hood's mentioned on the call for fiscal 2022.\nAll together this implies that the stock is priced at 28x forward earnings. Note, this is not a sales multiple, but its EPS figure.\nThe Bottom Line\nFor a company growing its bottom line EPS number by 30% CAGR, having to pay 28x its EPS in the current stock market pricing environment strikes me as a bargain opportunity.\nHaving said that, as I alluded to at the start of the article, given that so many smaller-cap names are now firmly into correction territory, I'm going to continue deploying my capital own into opportunities that I believe over even more compelling valuations. Happy investing.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809710078,"gmtCreate":1627392864494,"gmtModify":1703489014203,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good tesla","listText":"Good tesla","text":"Good tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809710078","repostId":"2154187979","repostType":4,"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800974880,"gmtCreate":1627275112040,"gmtModify":1703486526096,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Monitor closely","listText":"Monitor closely","text":"Monitor closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800974880","repostId":"1160452943","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174687195,"gmtCreate":1627095364617,"gmtModify":1703484174183,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174687195","repostId":"1141631771","repostType":4,"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172091411,"gmtCreate":1626919275233,"gmtModify":1703480571201,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172091411","repostId":"1167938139","repostType":4,"repost":{"id":"1167938139","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":1626917894,"share":"https://ttm.financial/m/news/1167938139?lang=en_US&edition=fundamental","pubTime":"2021-07-22 09:38","market":"hk","language":"en","title":"China Evergrande shares once surged 4% in Hong Kong Exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1167938139","media":"Tiger Newspress","summary":"China Evergrande shares once surged 4% in Hong Kong Exchange.\nChina Evergrande said in a statement o","content":"<p>China Evergrande shares once surged 4% in Hong Kong Exchange.</p>\n<p>China Evergrande said in a statement on Thursday it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation.</p>\n<p>A court in the eastern city of Wuxi this month ordered a freeze on a 132 million yuan ($20.4 million) deposit held by Evergrande and a unit at the request of Guangfa, a court filing on a Chinese corporate information app showed.</p>\n<p>Evergrande said on Monday its loan was not due until March and that it planned to take legal action against the lender.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Evergrande shares once surged 4% in Hong Kong Exchange</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\">\nChina Evergrande shares once surged 4% in Hong Kong Exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 09:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China Evergrande shares once surged 4% in Hong Kong Exchange.</p>\n<p>China Evergrande said in a statement on Thursday it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation.</p>\n<p>A court in the eastern city of Wuxi this month ordered a freeze on a 132 million yuan ($20.4 million) deposit held by Evergrande and a unit at the request of Guangfa, a court filing on a Chinese corporate information app showed.</p>\n<p>Evergrande said on Monday its loan was not due until March and that it planned to take legal action against the lender.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03333":"中国恒大"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167938139","content_text":"China Evergrande shares once surged 4% in Hong Kong Exchange.\nChina Evergrande said in a statement on Thursday it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation.\nA court in the eastern city of Wuxi this month ordered a freeze on a 132 million yuan ($20.4 million) deposit held by Evergrande and a unit at the request of Guangfa, a court filing on a Chinese corporate information app showed.\nEvergrande said on Monday its loan was not due until March and that it planned to take legal action against the lender.","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178824574,"gmtCreate":1626799177498,"gmtModify":1703765505353,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178824574","repostId":"1109861258","repostType":4,"repost":{"id":"1109861258","kind":"news","pubTimestamp":1626793354,"share":"https://ttm.financial/m/news/1109861258?lang=en_US&edition=fundamental","pubTime":"2021-07-20 23:02","market":"us","language":"en","title":"Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1109861258","media":"zerohedge","summary":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in th","content":"<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.</p>\n<p><img src=\"https://static.tigerbbs.com/48f958db8d2903a76ff6541648b287fc\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">With the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.<b>There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.</b>More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.</p>\n<p><b>It would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.</b>Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,<b>it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value</b>. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.</p>\n<p>Headlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.<b>10-year breakevens are still at 225 bp and a distance away from the mid-June lows.</b>In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.<b>A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.</b></p>\n<p>There is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.<b>This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.</b>This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery</p>\n<p>We’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,<b>it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.</b>Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.</p>\n<p>If the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.</p>\n<p><img src=\"https://static.tigerbbs.com/add9a9864bc513a7f99d365620818f07\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">The decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation</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\">\nBehind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 23:02 GMT+8 <a href=https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower...</p>\n\n<a href=\"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109861258","content_text":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.\nWith the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.\nIt would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.\nHeadlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.10-year breakevens are still at 225 bp and a distance away from the mid-June lows.In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.\nThere is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery\nWe’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.\nIf the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.\nThe decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178031885,"gmtCreate":1626770847247,"gmtModify":1703764873829,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178031885","repostId":"1173914774","repostType":4,"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171748805,"gmtCreate":1626768501207,"gmtModify":1703764816010,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good share","listText":"Good share","text":"Good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171748805","repostId":"2152661463","repostType":4,"repost":{"id":"2152661463","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626767340,"share":"https://ttm.financial/m/news/2152661463?lang=en_US&edition=fundamental","pubTime":"2021-07-20 15:49","market":"us","language":"en","title":"China's June soybean imports from Brazil fall as demand wanes","url":"https://stock-news.laohu8.com/highlight/detail?id=2152661463","media":"Reuters","summary":"BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earl","content":"<p>BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earlier, customs data showed on Tuesday, as poor crushing margins weighed on demand.</p>\n<p>China, the world's top buyer of soybeans, brought in 10.48 million tonnes of the oilseed from top supplier Brazil, slightly down from 10.51 million tonnes the previous year, a record high, according to customs data.</p>\n<p>The fall came as Brazilian soybean exports to China slowed as demand in the world's top market weakened on plunging crush margins.</p>\n<p>The figures were still up by 14% from 9.23 million tonnes in May, as demand continued to be supported by the country's recovering pig herd, data from the General Administration of Customs showed.</p>\n<p>Appetite for the oilseed was not as strong as expected, however, as declining hog margins weighed on demand for soymeal, the main protein in animal feed.</p>\n<p>Chinese crushers import soybeans to crush into soymeal to feed livestock, and soyoil for cooking oil.</p>\n<p>Meanwhile, China shipped in 54,806 tonnes of soybeans from the United States in June, its second largest soybean supplier, down 80% from 267,553 tonnes in the same month last year.</p>\n<p>(Reporting by Hallie Gu and Dominique Patton, editing by Louise Heavens)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's June soybean imports from Brazil fall as demand wanes</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\">\nChina's June soybean imports from Brazil fall as demand wanes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-20 15:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earlier, customs data showed on Tuesday, as poor crushing margins weighed on demand.</p>\n<p>China, the world's top buyer of soybeans, brought in 10.48 million tonnes of the oilseed from top supplier Brazil, slightly down from 10.51 million tonnes the previous year, a record high, according to customs data.</p>\n<p>The fall came as Brazilian soybean exports to China slowed as demand in the world's top market weakened on plunging crush margins.</p>\n<p>The figures were still up by 14% from 9.23 million tonnes in May, as demand continued to be supported by the country's recovering pig herd, data from the General Administration of Customs showed.</p>\n<p>Appetite for the oilseed was not as strong as expected, however, as declining hog margins weighed on demand for soymeal, the main protein in animal feed.</p>\n<p>Chinese crushers import soybeans to crush into soymeal to feed livestock, and soyoil for cooking oil.</p>\n<p>Meanwhile, China shipped in 54,806 tonnes of soybeans from the United States in June, its second largest soybean supplier, down 80% from 267,553 tonnes in the same month last year.</p>\n<p>(Reporting by Hallie Gu and Dominique Patton, editing by Louise Heavens)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152661463","content_text":"BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earlier, customs data showed on Tuesday, as poor crushing margins weighed on demand.\nChina, the world's top buyer of soybeans, brought in 10.48 million tonnes of the oilseed from top supplier Brazil, slightly down from 10.51 million tonnes the previous year, a record high, according to customs data.\nThe fall came as Brazilian soybean exports to China slowed as demand in the world's top market weakened on plunging crush margins.\nThe figures were still up by 14% from 9.23 million tonnes in May, as demand continued to be supported by the country's recovering pig herd, data from the General Administration of Customs showed.\nAppetite for the oilseed was not as strong as expected, however, as declining hog margins weighed on demand for soymeal, the main protein in animal feed.\nChinese crushers import soybeans to crush into soymeal to feed livestock, and soyoil for cooking oil.\nMeanwhile, China shipped in 54,806 tonnes of soybeans from the United States in June, its second largest soybean supplier, down 80% from 267,553 tonnes in the same month last year.\n(Reporting by Hallie Gu and Dominique Patton, editing by Louise Heavens)","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9,"ZSmain":0.9,"XKmain":0.9,"ZLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171030927,"gmtCreate":1626694588069,"gmtModify":1703763457103,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good share","listText":"Good share","text":"Good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171030927","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":837220570,"gmtCreate":1629894930890,"gmtModify":1676530164631,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/837220570","repostId":"1179982896","repostType":4,"repost":{"id":"1179982896","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":1629893760,"share":"https://ttm.financial/m/news/1179982896?lang=en_US&edition=fundamental","pubTime":"2021-08-25 20:16","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982896","media":"Tiger Newspress","summary":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the","content":"<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p>\n<p>At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p>\n<p><img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p>\n<p>Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p>\n<p>Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p>\n<p>Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p>\n<p>Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p>\n<p>Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p>\n<p>Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p>\n<p>Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p>\n<p>Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p>\n<p>Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p>\n<p>Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p>\n<p>Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p>\n<p>Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p>\n<p>Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-25 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p>\n<p>At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p>\n<p><img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p>\n<p>Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p>\n<p>Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p>\n<p>Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p>\n<p>Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p>\n<p>Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p>\n<p>Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p>\n<p>Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p>\n<p>Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p>\n<p>Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p>\n<p>Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p>\n<p>Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p>\n<p>Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p>\n<p>Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCVL":"Shoe Carnival","TSM":"台积电",".IXIC":"NASDAQ Composite","DKS":"迪克体育用品","AMC":"AMC院线","GME":"游戏驿站","HOOD":"Robinhood","JNJ":"强生","TOL":"托尔兄弟",".DJI":"道琼斯","KOSS":"高斯电子","EXPR":"Express, Inc.",".SPX":"S&P 500 Index","SAVA":"Cassava Sciences Inc","URBN":"都市服饰","JWN":"诺德斯特龙"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982896","content_text":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.\nAt 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.\n\nMajor Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.\nShares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.\nFocus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.\nStocks making the biggest moves premarket:\nTSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.\nDick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.\nJohnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.\nExpress(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.\nShoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.\nCassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.\nUrban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.\nNordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.\nToll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.\nIntuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.\nMeme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.\nCampbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.","news_type":1,"symbols_score_info":{"NQmain":0.9,"SCVL":0.9,".SPX":0.9,"DKS":0.9,"SAVA":0.9,"EXPR":0.9,"GME":0.9,"ESmain":0.9,"JWN":0.9,"WISH":0.9,".DJI":0.9,"JNJ":0.9,"URBN":0.9,"HOOD":0.9,"YMmain":0.9,"TOL":0.9,"TSM":0.9,"KOSS":0.9,"AMC":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882529672,"gmtCreate":1631709331296,"gmtModify":1676530614308,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882529672","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://ttm.financial/m/news/1148341685?lang=en_US&edition=fundamental","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks close lower on worries over recovery, corporate tax hikes</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. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812258252,"gmtCreate":1630591669576,"gmtModify":1676530350355,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Like thanks","listText":"Like thanks","text":"Like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812258252","repostId":"1108690074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800974880,"gmtCreate":1627275112040,"gmtModify":1703486526096,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Monitor closely","listText":"Monitor closely","text":"Monitor closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800974880","repostId":"1160452943","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141014920,"gmtCreate":1625824038760,"gmtModify":1703749297218,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141014920","repostId":"2150537517","repostType":4,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836024432,"gmtCreate":1629440116826,"gmtModify":1676530041921,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Thumbs up","listText":"Thumbs up","text":"Thumbs up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836024432","repostId":"1170441014","repostType":4,"repost":{"id":"1170441014","kind":"news","pubTimestamp":1629439321,"share":"https://ttm.financial/m/news/1170441014?lang=en_US&edition=fundamental","pubTime":"2021-08-20 14:02","market":"us","language":"en","title":"HubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For","url":"https://stock-news.laohu8.com/highlight/detail?id=1170441014","media":"TheStreet","summary":"HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business","content":"<p>HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business models.</p>\n<p>Cloud computing might just be the most exciting area of the technology sector at this time.</p>\n<p>These interconnected networks of remote internet-hosted servers have a seemingly endless amount of uses and are playing a massive role today in almost every industry, including banking, automotive, financial, healthcare, education and more.</p>\n<p>Prior to the pandemic, many companies had been exploring all of the different ways that this innovative approach to accessing computing services can lead to cost savings, productivity boosts and economies of scale.</p>\n<p>Then the demand for cloud computing software exploded last year as most major enterprises pivoted toward remote work and hybrid cloud solutions.</p>\n<p>It’s hard to imagine these trends going away anytime soon, which means there will be plenty of long-term winners for investors to explore over the next decade.</p>\n<p>With the industry expected to grow at a compound annual growth rate of 19.1% from 2021 to 2028 and a variety of exciting new applications for cloud technology including artificial intelligence, augmented reality, telemedicine, and more, these are exciting times for tech investors.</p>\n<p>The only issue with investing in cloud software companies is that it can be difficult to justify adding shares of many of the top names given their sky-high multiples.</p>\n<p>A lot of these stocks already have rallied considerably throughout the pandemic, which has led to nosebleed valuations that will require consistently astounding growth to justify their current prices.</p>\n<p>With that said, there are a few cloud software stocks that are actually worth paying up for even after their big moves higher.</p>\n<p>These companies are backing up their valuations with eye-catching growth, innovative business models and solutions that could change the business world forever.</p>\n<p>Here are two of the best cloud software stocks worth paying for:</p>\n<p><b>HubSpot</b></p>\n<p>If you are a small or medium-sized business owner that wants to grow your business, it’s extremely difficult to keep things organized and successfully manage your client relationships without the help of a customer relationship management (CRM) software solution.</p>\n<p>The only issue is that smaller-sized businesses have long been underserved in the CRM space given that they don’t have the same amount of resources and capital as larger enterprises.</p>\n<p>That’s what’s so intriguing about HubSpot since it's a cloud-based marketing and sales software platform specifically designed to help small- and medium-sized businesses grow.</p>\n<p>The company cleverly has carved out a unique space in the cloud software industry by offering customers a freemium version of its innovative CRM software, then upselling and cross-selling its users with new premium products and features after they discover how useful HubSpot’s platform can be.</p>\n<p>It’s easy to support a company that enables entrepreneurship and helps small business owners make their dreams become a reality. HubSpot certainly fits the bill.</p>\n<p>What’s also impressive about HubSpot is that the company continues to see accelerating revenue growth and add customers even though digital transformation spending has been lower than in 2020.</p>\n<p>With second-quarter revenue of $311 million, up 53% year over year, and thousands of new customers added every quarter, this is truly a standout name in the cloud software space that warrants its valuation.</p>\n<p><b>Upstart Holdings</b></p>\n<p>Upstart is a cloud-based software company that is leveraging artificial intelligence to disrupt the consumer lending industry.</p>\n<p>Upstart Holdings has developed a proprietary lending platform that benefits both banks and consumers, which is certainly intriguing given the massive addressable market in the industry.</p>\n<p>The company’s platform is attractive to banks as it uses sophisticated machine learning models to more accurately identify risk versus traditional credit-score-based lending models.</p>\n<p>Upstart claims that its platform leads to 75% fewer defaults with the same amount of approvals as the traditional FICO score model.</p>\n<p>For consumers, Upstart is attractive as it provides a quicker and more convenient way to get approved for loans with lower interest rates.</p>\n<p>Anyone that has gone through the arduous process of filling out paperwork, negotiating and waiting to be approved for a loan before can understand the appeal of a platform like Upstart.</p>\n<p>Note that 99% of Upstart loan applicants receive their money just one business day after accepting their loans and that the company claims to offer 10% lower interest rates on personal loans than traditional lenders.</p>\n<p>The stock has been seeing heavy institutional accumulation following Upstart’s knockout second-quarter earnings report that included total revenue of $194 million, up 1,018% year over year.</p>\n<p>The fact that this company announced a $575 million convertible senior notes offering earlier this week and is already out to new highs again tells you just how strong the demand is for the shares of this innovative cloud software company’s shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For</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\">\nHubSpot and Upstart - Two Cloud Software Stocks Worth Paying Up For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 14:02 GMT+8 <a href=https://www.thestreet.com/investing/hubspot-upstart-cloud-stocks-worth-buying><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business models.\nCloud computing might just be the most exciting area of the technology sector at this time....</p>\n\n<a href=\"https://www.thestreet.com/investing/hubspot-upstart-cloud-stocks-worth-buying\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HUBS":"HubSpot","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.thestreet.com/investing/hubspot-upstart-cloud-stocks-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170441014","content_text":"HubSpot and Upstart are backing up their valuations with eye-catching growth and innovative business models.\nCloud computing might just be the most exciting area of the technology sector at this time.\nThese interconnected networks of remote internet-hosted servers have a seemingly endless amount of uses and are playing a massive role today in almost every industry, including banking, automotive, financial, healthcare, education and more.\nPrior to the pandemic, many companies had been exploring all of the different ways that this innovative approach to accessing computing services can lead to cost savings, productivity boosts and economies of scale.\nThen the demand for cloud computing software exploded last year as most major enterprises pivoted toward remote work and hybrid cloud solutions.\nIt’s hard to imagine these trends going away anytime soon, which means there will be plenty of long-term winners for investors to explore over the next decade.\nWith the industry expected to grow at a compound annual growth rate of 19.1% from 2021 to 2028 and a variety of exciting new applications for cloud technology including artificial intelligence, augmented reality, telemedicine, and more, these are exciting times for tech investors.\nThe only issue with investing in cloud software companies is that it can be difficult to justify adding shares of many of the top names given their sky-high multiples.\nA lot of these stocks already have rallied considerably throughout the pandemic, which has led to nosebleed valuations that will require consistently astounding growth to justify their current prices.\nWith that said, there are a few cloud software stocks that are actually worth paying up for even after their big moves higher.\nThese companies are backing up their valuations with eye-catching growth, innovative business models and solutions that could change the business world forever.\nHere are two of the best cloud software stocks worth paying for:\nHubSpot\nIf you are a small or medium-sized business owner that wants to grow your business, it’s extremely difficult to keep things organized and successfully manage your client relationships without the help of a customer relationship management (CRM) software solution.\nThe only issue is that smaller-sized businesses have long been underserved in the CRM space given that they don’t have the same amount of resources and capital as larger enterprises.\nThat’s what’s so intriguing about HubSpot since it's a cloud-based marketing and sales software platform specifically designed to help small- and medium-sized businesses grow.\nThe company cleverly has carved out a unique space in the cloud software industry by offering customers a freemium version of its innovative CRM software, then upselling and cross-selling its users with new premium products and features after they discover how useful HubSpot’s platform can be.\nIt’s easy to support a company that enables entrepreneurship and helps small business owners make their dreams become a reality. HubSpot certainly fits the bill.\nWhat’s also impressive about HubSpot is that the company continues to see accelerating revenue growth and add customers even though digital transformation spending has been lower than in 2020.\nWith second-quarter revenue of $311 million, up 53% year over year, and thousands of new customers added every quarter, this is truly a standout name in the cloud software space that warrants its valuation.\nUpstart Holdings\nUpstart is a cloud-based software company that is leveraging artificial intelligence to disrupt the consumer lending industry.\nUpstart Holdings has developed a proprietary lending platform that benefits both banks and consumers, which is certainly intriguing given the massive addressable market in the industry.\nThe company’s platform is attractive to banks as it uses sophisticated machine learning models to more accurately identify risk versus traditional credit-score-based lending models.\nUpstart claims that its platform leads to 75% fewer defaults with the same amount of approvals as the traditional FICO score model.\nFor consumers, Upstart is attractive as it provides a quicker and more convenient way to get approved for loans with lower interest rates.\nAnyone that has gone through the arduous process of filling out paperwork, negotiating and waiting to be approved for a loan before can understand the appeal of a platform like Upstart.\nNote that 99% of Upstart loan applicants receive their money just one business day after accepting their loans and that the company claims to offer 10% lower interest rates on personal loans than traditional lenders.\nThe stock has been seeing heavy institutional accumulation following Upstart’s knockout second-quarter earnings report that included total revenue of $194 million, up 1,018% year over year.\nThe fact that this company announced a $575 million convertible senior notes offering earlier this week and is already out to new highs again tells you just how strong the demand is for the shares of this innovative cloud software company’s shares.","news_type":1,"symbols_score_info":{"HUBS":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892706888,"gmtCreate":1628688068844,"gmtModify":1676529821257,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892706888","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171748805,"gmtCreate":1626768501207,"gmtModify":1703764816010,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good share","listText":"Good share","text":"Good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171748805","repostId":"2152661463","repostType":4,"repost":{"id":"2152661463","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626767340,"share":"https://ttm.financial/m/news/2152661463?lang=en_US&edition=fundamental","pubTime":"2021-07-20 15:49","market":"us","language":"en","title":"China's June soybean imports from Brazil fall as demand wanes","url":"https://stock-news.laohu8.com/highlight/detail?id=2152661463","media":"Reuters","summary":"BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earl","content":"<p>BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earlier, customs data showed on Tuesday, as poor crushing margins weighed on demand.</p>\n<p>China, the world's top buyer of soybeans, brought in 10.48 million tonnes of the oilseed from top supplier Brazil, slightly down from 10.51 million tonnes the previous year, a record high, according to customs data.</p>\n<p>The fall came as Brazilian soybean exports to China slowed as demand in the world's top market weakened on plunging crush margins.</p>\n<p>The figures were still up by 14% from 9.23 million tonnes in May, as demand continued to be supported by the country's recovering pig herd, data from the General Administration of Customs showed.</p>\n<p>Appetite for the oilseed was not as strong as expected, however, as declining hog margins weighed on demand for soymeal, the main protein in animal feed.</p>\n<p>Chinese crushers import soybeans to crush into soymeal to feed livestock, and soyoil for cooking oil.</p>\n<p>Meanwhile, China shipped in 54,806 tonnes of soybeans from the United States in June, its second largest soybean supplier, down 80% from 267,553 tonnes in the same month last year.</p>\n<p>(Reporting by Hallie Gu and Dominique Patton, editing by Louise Heavens)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's June soybean imports from Brazil fall as demand wanes</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\">\nChina's June soybean imports from Brazil fall as demand wanes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-20 15:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earlier, customs data showed on Tuesday, as poor crushing margins weighed on demand.</p>\n<p>China, the world's top buyer of soybeans, brought in 10.48 million tonnes of the oilseed from top supplier Brazil, slightly down from 10.51 million tonnes the previous year, a record high, according to customs data.</p>\n<p>The fall came as Brazilian soybean exports to China slowed as demand in the world's top market weakened on plunging crush margins.</p>\n<p>The figures were still up by 14% from 9.23 million tonnes in May, as demand continued to be supported by the country's recovering pig herd, data from the General Administration of Customs showed.</p>\n<p>Appetite for the oilseed was not as strong as expected, however, as declining hog margins weighed on demand for soymeal, the main protein in animal feed.</p>\n<p>Chinese crushers import soybeans to crush into soymeal to feed livestock, and soyoil for cooking oil.</p>\n<p>Meanwhile, China shipped in 54,806 tonnes of soybeans from the United States in June, its second largest soybean supplier, down 80% from 267,553 tonnes in the same month last year.</p>\n<p>(Reporting by Hallie Gu and Dominique Patton, editing by Louise Heavens)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152661463","content_text":"BEIJING, July 20 (Reuters) - China's soybean imports from Brazil edged down in June from a year earlier, customs data showed on Tuesday, as poor crushing margins weighed on demand.\nChina, the world's top buyer of soybeans, brought in 10.48 million tonnes of the oilseed from top supplier Brazil, slightly down from 10.51 million tonnes the previous year, a record high, according to customs data.\nThe fall came as Brazilian soybean exports to China slowed as demand in the world's top market weakened on plunging crush margins.\nThe figures were still up by 14% from 9.23 million tonnes in May, as demand continued to be supported by the country's recovering pig herd, data from the General Administration of Customs showed.\nAppetite for the oilseed was not as strong as expected, however, as declining hog margins weighed on demand for soymeal, the main protein in animal feed.\nChinese crushers import soybeans to crush into soymeal to feed livestock, and soyoil for cooking oil.\nMeanwhile, China shipped in 54,806 tonnes of soybeans from the United States in June, its second largest soybean supplier, down 80% from 267,553 tonnes in the same month last year.\n(Reporting by Hallie Gu and Dominique Patton, editing by Louise Heavens)","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9,"ZSmain":0.9,"XKmain":0.9,"ZLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157948556,"gmtCreate":1625561786175,"gmtModify":1703743778718,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Oh crap","listText":"Oh crap","text":"Oh crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157948556","repostId":"1100461808","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172091411,"gmtCreate":1626919275233,"gmtModify":1703480571201,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172091411","repostId":"1167938139","repostType":4,"repost":{"id":"1167938139","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":1626917894,"share":"https://ttm.financial/m/news/1167938139?lang=en_US&edition=fundamental","pubTime":"2021-07-22 09:38","market":"hk","language":"en","title":"China Evergrande shares once surged 4% in Hong Kong Exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1167938139","media":"Tiger Newspress","summary":"China Evergrande shares once surged 4% in Hong Kong Exchange.\nChina Evergrande said in a statement o","content":"<p>China Evergrande shares once surged 4% in Hong Kong Exchange.</p>\n<p>China Evergrande said in a statement on Thursday it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation.</p>\n<p>A court in the eastern city of Wuxi this month ordered a freeze on a 132 million yuan ($20.4 million) deposit held by Evergrande and a unit at the request of Guangfa, a court filing on a Chinese corporate information app showed.</p>\n<p>Evergrande said on Monday its loan was not due until March and that it planned to take legal action against the lender.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Evergrande shares once surged 4% in Hong Kong Exchange</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\">\nChina Evergrande shares once surged 4% in Hong Kong Exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 09:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China Evergrande shares once surged 4% in Hong Kong Exchange.</p>\n<p>China Evergrande said in a statement on Thursday it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation.</p>\n<p>A court in the eastern city of Wuxi this month ordered a freeze on a 132 million yuan ($20.4 million) deposit held by Evergrande and a unit at the request of Guangfa, a court filing on a Chinese corporate information app showed.</p>\n<p>Evergrande said on Monday its loan was not due until March and that it planned to take legal action against the lender.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03333":"中国恒大"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167938139","content_text":"China Evergrande shares once surged 4% in Hong Kong Exchange.\nChina Evergrande said in a statement on Thursday it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation.\nA court in the eastern city of Wuxi this month ordered a freeze on a 132 million yuan ($20.4 million) deposit held by Evergrande and a unit at the request of Guangfa, a court filing on a Chinese corporate information app showed.\nEvergrande said on Monday its loan was not due until March and that it planned to take legal action against the lender.","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149577634,"gmtCreate":1625739815028,"gmtModify":1703747499100,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149577634","repostId":"1176918696","repostType":4,"repost":{"id":"1176918696","kind":"news","pubTimestamp":1625735910,"share":"https://ttm.financial/m/news/1176918696?lang=en_US&edition=fundamental","pubTime":"2021-07-08 17:18","market":"us","language":"en","title":"EU fines BMW, Volkswagen Group for restricting competition in emission cleaning","url":"https://stock-news.laohu8.com/highlight/detail?id=1176918696","media":"Reuters","summary":"BRUSSELS (Reuters) - The European Commission said on Thursday three German carmakers breached EU ant","content":"<p>BRUSSELS (Reuters) - The European Commission said on Thursday three German carmakers breached EU antitrust rules by restricting competition in emission cleaning for new passenger diesel cars, and it fined BMW and Volkswagen Group 875 million euros between them.</p>\n<p>The EU executive said they colluded on technical development in the area of nitrogen oxide cleaning, but Daimler was not fined because it revealed the existence of the cartel.</p>\n<p>\"The five car manufacturers Daimler, BMW, Volkswagen, Audi and Porsche possessed the technology to reduce harmful emissions beyond what was legally required under EU emission standards. But they avoided to compete on using this technology's full potential to clean better than what is required by law,\" the European Union's antitrust chief Margrethe Vestager said in a statement.</p>\n<p>\"So today's decision is about how legitimate technical cooperation went wrong. And we do not tolerate it when companies collude.\"</p>","source":"lsy1612507957220","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>EU fines BMW, Volkswagen Group for restricting competition in emission cleaning</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\">\nEU fines BMW, Volkswagen Group for restricting competition in emission cleaning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 17:18 GMT+8 <a href=https://finance.yahoo.com/news/eu-fines-bmw-volkswagen-group-091021776.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BRUSSELS (Reuters) - The European Commission said on Thursday three German carmakers breached EU antitrust rules by restricting competition in emission cleaning for new passenger diesel cars, and it ...</p>\n\n<a href=\"https://finance.yahoo.com/news/eu-fines-bmw-volkswagen-group-091021776.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"0O0U.UK":"德国宝马汽车公司","VLKAY":"大众汽车","DDAIF":"戴姆勒汽车"},"source_url":"https://finance.yahoo.com/news/eu-fines-bmw-volkswagen-group-091021776.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176918696","content_text":"BRUSSELS (Reuters) - The European Commission said on Thursday three German carmakers breached EU antitrust rules by restricting competition in emission cleaning for new passenger diesel cars, and it fined BMW and Volkswagen Group 875 million euros between them.\nThe EU executive said they colluded on technical development in the area of nitrogen oxide cleaning, but Daimler was not fined because it revealed the existence of the cartel.\n\"The five car manufacturers Daimler, BMW, Volkswagen, Audi and Porsche possessed the technology to reduce harmful emissions beyond what was legally required under EU emission standards. But they avoided to compete on using this technology's full potential to clean better than what is required by law,\" the European Union's antitrust chief Margrethe Vestager said in a statement.\n\"So today's decision is about how legitimate technical cooperation went wrong. And we do not tolerate it when companies collude.\"","news_type":1,"symbols_score_info":{"DDAIF":0.9,"0O0U.UK":0.9,"VLKAY":0.9}},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140338123,"gmtCreate":1625628254262,"gmtModify":1703745244120,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140338123","repostId":"1106187901","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157948159,"gmtCreate":1625561721971,"gmtModify":1703743778229,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157948159","repostId":"2149033827","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154931343,"gmtCreate":1625467003482,"gmtModify":1703742277482,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154931343","repostId":"1193340451","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155121320,"gmtCreate":1625391120960,"gmtModify":1703741195082,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155121320","repostId":"1114445293","repostType":4,"repost":{"id":"1114445293","kind":"news","pubTimestamp":1625277820,"share":"https://ttm.financial/m/news/1114445293?lang=en_US&edition=fundamental","pubTime":"2021-07-03 10:03","market":"us","language":"en","title":"Robinhood’s IPO Could Be a Sign the Stock Market Has Peaked","url":"https://stock-news.laohu8.com/highlight/detail?id=1114445293","media":"Barron's","summary":"Nothing succeeds like excess, as the old quip goes. Until it doesn’t, which has been the distinguish","content":"<p>Nothing succeeds like excess, as the old quip goes. Until it doesn’t, which has been the distinguishing aspect of market cycles forever and, most dramatically, in this century. Unlike last year’s pandemic-induced paroxysm, the 2000 bursting of the dot-com bubble and the 2008 financial crisis were marked by initial public offerings by companies eager to seize the moment—and investors’ money.</p>\n<p>All of which is prologue to what could shape up as this cycle’s bell-ringing event, theinitial public offering of Robinhood, the online broker that pioneered zero commissions and hooked a new generation on investing and trading. Thepaperwork was filedwith the SEC this past week. Financial details about the upstart that purports to democratize investing (and, in the process, was hit with a record$70 million fine by Finra, the brokerage business’s self-regulatory body) are discussedhere, but a few salient points are buried deep in the S-1 filing.</p>\n<p>Customer assets more than quadrupled, to $80.9 billion, on March 31 from the total a year earlier, with the lion’s share—some $65.1 billion—accounted for by equities. Options comprised a relatively small $2 billion in assets, but generated nearly half ($197.9 million) of the March quarter’s $420.4 million in transactions revenue. Stocks produced $133.3 million in revenue, even though assets in equities were 40 times as large as those in options. Revenue from cryptocurrencies totaled $87.6 million, with customers’ crypto assets totaling $11.6 billion.</p>\n<p>While Robinhood makes much of opening the market to neophyte investors with limited means by letting them buy fractional shares of their favorite stocks, that’s not its biggest business. Instead, it’s speculative options trading, which exploded early this year especially among the YOLO (You Only Live Once) crowd willing to stake a few bucks on cheap, about-to-expire calls of stocks talked up on Reddit.</p>\n<p>There are signs that the frenzied trading, which peaked during the winter, has eased with the reopening of the economy and the return to the prepandemic normal (and with it an uptick in Covid cases after a steady decline). Trading crypto might be simpler on a brokerage platform like Robinhood, but wasn’t the advantage of DeFi (decentralized finance) supposed to be that intermediaries wouldn’t be needed at all?</p>\n<p>Bulls on Robinhood would be betting on continued growth of its independent trading model, rather than investors using passive funds through advisors, which the filing derides. The broker pledged to reserve up to 35% of its IPO for its customers, who are apt to be enthusiastic buyers and, more importantly, hold onto them with “diamond hands” through volatile times.</p>\n<p>And, indeed, turbulence, or worse, could lie ahead,Michael Burry told our colleague Connor Smith. Burry, a key player in both the book and film versions of<i>The Big Short</i>, won a fortune by betting against the housing market before the subprime mortgage collapse. More recently, he was an early bull onGamestop(ticker: GME), but took his profits in 2020’s fourth quarter before the frenzy around the original meme stock took off. Now he’s warning that the craze will end in tears.</p>\n<p>“I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” he told Connor in an email. “We’re running out of new money available to jump on the bandwagon.”</p>\n<p>The Robinhood offering wouldn’t be the first stock sale that could be a top-of-the-market event. Back in mid-2007,<i>Barron’s</i>Andrew Bary calledthe IPO ofBlackstone Group(BX) precisely that, just weeks before concerns about excesses of subprime lending rumbled through the global money markets and months before theDow Jones Industrial Averagepeaked the following October.</p>\n<p>And who could forget the parade of wacky IPOs in the late 1990s that presaged the potential of the internet, but lacked earnings or revenue or even a viable business plan? By March 2000,<i>Barron’s</i>published itsseminal cover storyrevealing that these dot-com darlings were rapidly burning cash. That very month marked theNasdaq Composite’speak; the index would fall nearly 80% by October 2002.</p>\n<p>While Burry warns of a crash in meme stocks from their vastly elevated levels, which some of the companies have exploited by issuing richly valued shares, the overall market—now trading at about 21.5 times estimated earnings for the next 12 months—hasn’t approached the bubble levels of past cycles. But surveys of market strategists and institutional investors see little upside, with year-end targets averaging around 4200 on theS&P 500—shy of Thursday’s close of 4319.</p>\n<p>And while it’s always dangerous to say this, it<i>is</i>different this time around from 2000 and 2008. Ahead of crashes in those years, the Federal Reserve had been tightening policy for some time, resulting in a flat-to-negatively sloped yield curve. Shorter-term Treasury yields were pushed above longer-term ones, leading the bond market to predict that the economy was headed for the rocks.</p>\n<p>Now, in contrast, the Fed has only begun talking about talking about reducing its massive purchases of Treasury and agency mortgage-backed securities. That would be preparation for the initial liftoff of the Fed’s key federal-funds target rate, currently in a rock-bottom 0% to 0.25% range, in 2022 at the earliest and maybe not until 2023.</p>\n<p>The yield curve has flattened a bit in the past three months, with thespread between the two- and 10-year notenarrowing to 1.23 percentage points (still a sign of an accommodative policy), from 1.59 points on March 29, according to the St. Louis Fed.</p>\n<p>But there is also a psychological element at play in any market frenzy. “Most investors also seem to view the stock market as a force of nature itself. They do not fully realize that they themselves, as a group, determine the level of the market,” Nobel laureate Robert Shiller wrote in his now-classic book<i>Irrational Exuberance</i>.</p>\n<p>“In short, the price level is driven to a certain extent by a self-fulfilling prophecy, based on similar hunches held by a vast cross-section of large and small investors and reinforced by news media that are often content to ratify this investor-induced conventional wisdom.”</p>\n<p>Readers can weigh the relevance of the point about traders’ hunches to the Robinhood IPO. As for the latter statement regarding the media, we demur; contrary opinion rather than conventional wisdom has been<i>Barron’s</i>credo in the century since its founding.</p>","source":"lsy1610680873436","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>Robinhood’s IPO Could Be a Sign the Stock Market Has Peaked</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\">\nRobinhood’s IPO Could Be a Sign the Stock Market Has Peaked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:03 GMT+8 <a href=https://www.barrons.com/articles/analyst-explains-why-netflix-should-sell-ads-51624987059><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nothing succeeds like excess, as the old quip goes. Until it doesn’t, which has been the distinguishing aspect of market cycles forever and, most dramatically, in this century. Unlike last year’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/analyst-explains-why-netflix-should-sell-ads-51624987059\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/analyst-explains-why-netflix-should-sell-ads-51624987059","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114445293","content_text":"Nothing succeeds like excess, as the old quip goes. Until it doesn’t, which has been the distinguishing aspect of market cycles forever and, most dramatically, in this century. Unlike last year’s pandemic-induced paroxysm, the 2000 bursting of the dot-com bubble and the 2008 financial crisis were marked by initial public offerings by companies eager to seize the moment—and investors’ money.\nAll of which is prologue to what could shape up as this cycle’s bell-ringing event, theinitial public offering of Robinhood, the online broker that pioneered zero commissions and hooked a new generation on investing and trading. Thepaperwork was filedwith the SEC this past week. Financial details about the upstart that purports to democratize investing (and, in the process, was hit with a record$70 million fine by Finra, the brokerage business’s self-regulatory body) are discussedhere, but a few salient points are buried deep in the S-1 filing.\nCustomer assets more than quadrupled, to $80.9 billion, on March 31 from the total a year earlier, with the lion’s share—some $65.1 billion—accounted for by equities. Options comprised a relatively small $2 billion in assets, but generated nearly half ($197.9 million) of the March quarter’s $420.4 million in transactions revenue. Stocks produced $133.3 million in revenue, even though assets in equities were 40 times as large as those in options. Revenue from cryptocurrencies totaled $87.6 million, with customers’ crypto assets totaling $11.6 billion.\nWhile Robinhood makes much of opening the market to neophyte investors with limited means by letting them buy fractional shares of their favorite stocks, that’s not its biggest business. Instead, it’s speculative options trading, which exploded early this year especially among the YOLO (You Only Live Once) crowd willing to stake a few bucks on cheap, about-to-expire calls of stocks talked up on Reddit.\nThere are signs that the frenzied trading, which peaked during the winter, has eased with the reopening of the economy and the return to the prepandemic normal (and with it an uptick in Covid cases after a steady decline). Trading crypto might be simpler on a brokerage platform like Robinhood, but wasn’t the advantage of DeFi (decentralized finance) supposed to be that intermediaries wouldn’t be needed at all?\nBulls on Robinhood would be betting on continued growth of its independent trading model, rather than investors using passive funds through advisors, which the filing derides. The broker pledged to reserve up to 35% of its IPO for its customers, who are apt to be enthusiastic buyers and, more importantly, hold onto them with “diamond hands” through volatile times.\nAnd, indeed, turbulence, or worse, could lie ahead,Michael Burry told our colleague Connor Smith. Burry, a key player in both the book and film versions ofThe Big Short, won a fortune by betting against the housing market before the subprime mortgage collapse. More recently, he was an early bull onGamestop(ticker: GME), but took his profits in 2020’s fourth quarter before the frenzy around the original meme stock took off. Now he’s warning that the craze will end in tears.\n“I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” he told Connor in an email. “We’re running out of new money available to jump on the bandwagon.”\nThe Robinhood offering wouldn’t be the first stock sale that could be a top-of-the-market event. Back in mid-2007,Barron’sAndrew Bary calledthe IPO ofBlackstone Group(BX) precisely that, just weeks before concerns about excesses of subprime lending rumbled through the global money markets and months before theDow Jones Industrial Averagepeaked the following October.\nAnd who could forget the parade of wacky IPOs in the late 1990s that presaged the potential of the internet, but lacked earnings or revenue or even a viable business plan? By March 2000,Barron’spublished itsseminal cover storyrevealing that these dot-com darlings were rapidly burning cash. That very month marked theNasdaq Composite’speak; the index would fall nearly 80% by October 2002.\nWhile Burry warns of a crash in meme stocks from their vastly elevated levels, which some of the companies have exploited by issuing richly valued shares, the overall market—now trading at about 21.5 times estimated earnings for the next 12 months—hasn’t approached the bubble levels of past cycles. But surveys of market strategists and institutional investors see little upside, with year-end targets averaging around 4200 on theS&P 500—shy of Thursday’s close of 4319.\nAnd while it’s always dangerous to say this, itisdifferent this time around from 2000 and 2008. Ahead of crashes in those years, the Federal Reserve had been tightening policy for some time, resulting in a flat-to-negatively sloped yield curve. Shorter-term Treasury yields were pushed above longer-term ones, leading the bond market to predict that the economy was headed for the rocks.\nNow, in contrast, the Fed has only begun talking about talking about reducing its massive purchases of Treasury and agency mortgage-backed securities. That would be preparation for the initial liftoff of the Fed’s key federal-funds target rate, currently in a rock-bottom 0% to 0.25% range, in 2022 at the earliest and maybe not until 2023.\nThe yield curve has flattened a bit in the past three months, with thespread between the two- and 10-year notenarrowing to 1.23 percentage points (still a sign of an accommodative policy), from 1.59 points on March 29, according to the St. Louis Fed.\nBut there is also a psychological element at play in any market frenzy. “Most investors also seem to view the stock market as a force of nature itself. They do not fully realize that they themselves, as a group, determine the level of the market,” Nobel laureate Robert Shiller wrote in his now-classic bookIrrational Exuberance.\n“In short, the price level is driven to a certain extent by a self-fulfilling prophecy, based on similar hunches held by a vast cross-section of large and small investors and reinforced by news media that are often content to ratify this investor-induced conventional wisdom.”\nReaders can weigh the relevance of the point about traders’ hunches to the Robinhood IPO. As for the latter statement regarding the media, we demur; contrary opinion rather than conventional wisdom has beenBarron’scredo in the century since its founding.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155123782,"gmtCreate":1625391079646,"gmtModify":1703741194589,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Maybe ???","listText":"Maybe ???","text":"Maybe ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155123782","repostId":"2148807114","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815178739,"gmtCreate":1630661170521,"gmtModify":1676530369111,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815178739","repostId":"811037567","repostType":1,"repost":{"id":811037567,"gmtCreate":1630276685759,"gmtModify":1676530252756,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ is the largest bank in Singapore as well as Southeast Asia. Its growth and success are tied to Singapore's economic success. I am proud to own a little piece of DBS and proud to be Singaporean too??????","images":[{"img":"https://static.tigerbbs.com/b44274a367bacf32943b9e9bed449430","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811037567","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895232806,"gmtCreate":1628745721405,"gmtModify":1676529840754,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Buy on dip","listText":"Buy on dip","text":"Buy on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895232806","repostId":"1106198528","repostType":4,"repost":{"id":"1106198528","kind":"news","pubTimestamp":1628738955,"share":"https://ttm.financial/m/news/1106198528?lang=en_US&edition=fundamental","pubTime":"2021-08-12 11:29","market":"us","language":"en","title":"AMD: Don't Worry About The Xilinx Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1106198528","media":"Seeking Alpha","summary":"Summary\n\nAMD outperformed in 2021 as business growth accelerated.\nMost recently, AMD dipped on fears","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD outperformed in 2021 as business growth accelerated.</li>\n <li>Most recently, AMD dipped on fears that the Xilinx merger might not get approved.</li>\n <li>AMD is in the strongest position it has ever been in. Even if the deal doesn't go through, AMD will do fine as it launches new GPU products.</li>\n <li>AMD just brought a new high-performance GPU to market which has the potential to boost AMD's revenue growth even without Xilinx.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0e6e179318de667e33987f1b4a2afb27\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Jay_Zynism/iStock via Getty Images</p>\n<p>Shares of semiconductor firm <a href=\"https://laohu8.com/S/AMD\">AMD</a> have risen sharply since the company opened up its books for the second quarter at the end of June, but they started to dip last week amid noise that the Xilinx (XLNX) deal may not get through. AMD is launching new GPU products which could accelerate the firm's growth and AMD is set to do well even without Xilinx.</p>\n<h3><b>New GPU product launches will add to AMD's revenue growth</b></h3>\n<p>It has been just about two weeks since AMD reported for Q2'21 and beat even the most bullish analyst calls. AMD saw its revenues soar 99% Y/Y and 12% Q/Q growth to $3.85B with both Computing/Graphics and Enterprise seeing continual top line momentum. Revenue growth was driven by strong graphic cards sales, especially the Radeon 6000 Series GPUs, and higher EPYC processor revenues. Because of the revenue momentum in both businesses, AMD was able to post a 4 PP Q/Q increase in gross margins to 48%.</p>\n<p>While AMD's business keeps improving and growth is accelerating (and will continue to do so even without the Xilinx merger going through), the semiconductor firm is not resting on the laurels. AMD announced the roll-out of its newest high-performance graphic card for the Mac Pro last week, called the Radeon PRO W6000X series GPU. The Radeon PRO W6000X series graphic processing unit is based on AMD's winning RDNA 2 Architecture which has also been used in the prior-gen AMD Radeon RX 5000 series as well as AMD's RX 6000M Mobile Graphics series. AMD's RDNA 2 architecture provides a 79% performance boost compared to its prior-gen RDNA architecture. Since gamers and professionals often require the highest-performance GPUs available in the market to run the newest applications and workloads smoothly, AMD's new graphics GPU is likely going to meet strong demand.</p>\n<p><img src=\"https://static.tigerbbs.com/4e48ee046ec9210254daf457a44a409e\" tg-width=\"652\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">(Source:AMD)</p>\n<p>AMD's new top-of-the-line graphics card has the potential to further accelerate AMD's revenue growth in the Computing/Graphics business. AMD is already benefiting from a shift to higher-price, higher-performance GPUs, and the new Radeon PRO W6000X series GPU could accelerate this trend in the next quarters and add volume as well as GPU ASP growth.</p>\n<h3><b>Deal risks are growing, but AMD will be fine either way</b></h3>\n<p>While AMD is getting ready to bring new high-performance GPUs to market to make the life of developers, designers and gamers more easy, the market has been obsessing lately about growing risks to the AMD-Xilinx merger. AMD has offered 1.7234 shares of AMD for every Xilinx share in a $35B deal which was proposed in October of last year. The acquisition of Xilinx is meant to strengthen and add more growth to AMD's data center segment, increase the total addressable market for its processor business and realize synergies. The transaction would also provide a stronger base for AMD to attack Intel (INTC), although AMD is already doing a good job on its own of taking market share away from Intel in the processor business.</p>\n<p>The AMD-Xilinx deal was widely lauded for the strategic sense it made, but the market now appears to be more pessimistic about the deal getting approved. While the closing of the transaction remains a risk for the stock short term, AMD can do well even without Xilinx. AMD is set to grow revenues 60% this year and, possibly, around 50% next year (if revenues don't accelerate in FY 2022), which is an impressive rate to grow at for a firm with a $130B market value. With AMD trading at $106 and at a 2022 P-E ratio of 35, AMD's revenue and profit growth are still very cheap.</p>\n<p><img src=\"https://static.tigerbbs.com/0d4f115db9676139a28f444e6b44d66f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Data by YCharts</p>\n<p>If the AMD-Xilinx deal gets through - which chiefly depends on regulators in China with a decision being expected by year-end - then each Xilinx share is worth 1.7234 shares of AMD. Since each share of AMD costs $106, one could buy one share of Xilinx for $146 and receive, potentially, a higher total dollar value in return when the transaction is completed successfully. I expect the merger spread to increase as regulatory risks grow, which could potentially reward buyers of Xilinx stock if the transaction gets finally approved. Concerns over the deal falling through are related to a rising share price for Xilinx - XLNX trades above the $143 deal value - and Nvidia's (NVDA) problems closing the Arm acquisition in the UK.</p>\n<p><img src=\"https://static.tigerbbs.com/063dffe23e0296a211ccc4699c15c2a4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Data by YCharts</p>\n<p>The risk that the <a href=\"https://laohu8.com/S/XLNX\">Xilinx</a> merger will be held up or not go through at all has increased, but this should not be a reason to sell or avoid AMD, largely because AMD is already growing very fast on its own and the stock is not overvalued. The rising price of shares of Xilinx may indicate that the market at least views a successful closing to be less likely than a month ago. Xilinx also reported strong revenue results for Q2'21 so there may be some speculation that AMD might have to put more on the table to close the deal, but this is not plausible since both companies already agreed to the deal. What is more likely, however, is that growing regulatory risk was not priced into the calculation before and the market is updating its assessment about the merger. A failing Xilinx acquisition is a risk for AMD's stock, for sure, but the semiconductor firm's business is in the best shape it has ever been in… in part because it is rolling out new GPU products that should see strong customer uptake. The much bigger risk for AMD is that processor ASPs start to decline which would indicate slowing revenue growth. A deal falling through would also likely hurt Xilinx more than AMD since the deal premium would disappear.</p>\n<h3><b>Final thoughts</b></h3>\n<p>Don't trade the merger news, but invest in AMD's long-term revenue potential.</p>\n<p>Whether the AMD-Xilinx merger will be approved or not, AMD's business continues to gain momentum and the new Radeon W6000X GPU could accelerate the shift to higher-priced graphic cards, which already drive AMD's revenue growth in Computing/Graphics. Look for rising GPU ASPs next quarter that also contribute positively to AMD's top line segment growth.</p>\n<p>Although the market has lost some of its enthusiasm about the Xilinx merger, AMD's business represents great value and the firm's growth is undervalued at just 36x projected earnings.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Don't Worry About The Xilinx Deal</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\">\nAMD: Don't Worry About The Xilinx Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 11:29 GMT+8 <a href=https://seekingalpha.com/article/4448219-amd-xilinx-deal-risks-are-growing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD outperformed in 2021 as business growth accelerated.\nMost recently, AMD dipped on fears that the Xilinx merger might not get approved.\nAMD is in the strongest position it has ever been in...</p>\n\n<a href=\"https://seekingalpha.com/article/4448219-amd-xilinx-deal-risks-are-growing\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4448219-amd-xilinx-deal-risks-are-growing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106198528","content_text":"Summary\n\nAMD outperformed in 2021 as business growth accelerated.\nMost recently, AMD dipped on fears that the Xilinx merger might not get approved.\nAMD is in the strongest position it has ever been in. Even if the deal doesn't go through, AMD will do fine as it launches new GPU products.\nAMD just brought a new high-performance GPU to market which has the potential to boost AMD's revenue growth even without Xilinx.\n\nJay_Zynism/iStock via Getty Images\nShares of semiconductor firm AMD have risen sharply since the company opened up its books for the second quarter at the end of June, but they started to dip last week amid noise that the Xilinx (XLNX) deal may not get through. AMD is launching new GPU products which could accelerate the firm's growth and AMD is set to do well even without Xilinx.\nNew GPU product launches will add to AMD's revenue growth\nIt has been just about two weeks since AMD reported for Q2'21 and beat even the most bullish analyst calls. AMD saw its revenues soar 99% Y/Y and 12% Q/Q growth to $3.85B with both Computing/Graphics and Enterprise seeing continual top line momentum. Revenue growth was driven by strong graphic cards sales, especially the Radeon 6000 Series GPUs, and higher EPYC processor revenues. Because of the revenue momentum in both businesses, AMD was able to post a 4 PP Q/Q increase in gross margins to 48%.\nWhile AMD's business keeps improving and growth is accelerating (and will continue to do so even without the Xilinx merger going through), the semiconductor firm is not resting on the laurels. AMD announced the roll-out of its newest high-performance graphic card for the Mac Pro last week, called the Radeon PRO W6000X series GPU. The Radeon PRO W6000X series graphic processing unit is based on AMD's winning RDNA 2 Architecture which has also been used in the prior-gen AMD Radeon RX 5000 series as well as AMD's RX 6000M Mobile Graphics series. AMD's RDNA 2 architecture provides a 79% performance boost compared to its prior-gen RDNA architecture. Since gamers and professionals often require the highest-performance GPUs available in the market to run the newest applications and workloads smoothly, AMD's new graphics GPU is likely going to meet strong demand.\n(Source:AMD)\nAMD's new top-of-the-line graphics card has the potential to further accelerate AMD's revenue growth in the Computing/Graphics business. AMD is already benefiting from a shift to higher-price, higher-performance GPUs, and the new Radeon PRO W6000X series GPU could accelerate this trend in the next quarters and add volume as well as GPU ASP growth.\nDeal risks are growing, but AMD will be fine either way\nWhile AMD is getting ready to bring new high-performance GPUs to market to make the life of developers, designers and gamers more easy, the market has been obsessing lately about growing risks to the AMD-Xilinx merger. AMD has offered 1.7234 shares of AMD for every Xilinx share in a $35B deal which was proposed in October of last year. The acquisition of Xilinx is meant to strengthen and add more growth to AMD's data center segment, increase the total addressable market for its processor business and realize synergies. The transaction would also provide a stronger base for AMD to attack Intel (INTC), although AMD is already doing a good job on its own of taking market share away from Intel in the processor business.\nThe AMD-Xilinx deal was widely lauded for the strategic sense it made, but the market now appears to be more pessimistic about the deal getting approved. While the closing of the transaction remains a risk for the stock short term, AMD can do well even without Xilinx. AMD is set to grow revenues 60% this year and, possibly, around 50% next year (if revenues don't accelerate in FY 2022), which is an impressive rate to grow at for a firm with a $130B market value. With AMD trading at $106 and at a 2022 P-E ratio of 35, AMD's revenue and profit growth are still very cheap.\nData by YCharts\nIf the AMD-Xilinx deal gets through - which chiefly depends on regulators in China with a decision being expected by year-end - then each Xilinx share is worth 1.7234 shares of AMD. Since each share of AMD costs $106, one could buy one share of Xilinx for $146 and receive, potentially, a higher total dollar value in return when the transaction is completed successfully. I expect the merger spread to increase as regulatory risks grow, which could potentially reward buyers of Xilinx stock if the transaction gets finally approved. Concerns over the deal falling through are related to a rising share price for Xilinx - XLNX trades above the $143 deal value - and Nvidia's (NVDA) problems closing the Arm acquisition in the UK.\nData by YCharts\nThe risk that the Xilinx merger will be held up or not go through at all has increased, but this should not be a reason to sell or avoid AMD, largely because AMD is already growing very fast on its own and the stock is not overvalued. The rising price of shares of Xilinx may indicate that the market at least views a successful closing to be less likely than a month ago. Xilinx also reported strong revenue results for Q2'21 so there may be some speculation that AMD might have to put more on the table to close the deal, but this is not plausible since both companies already agreed to the deal. What is more likely, however, is that growing regulatory risk was not priced into the calculation before and the market is updating its assessment about the merger. A failing Xilinx acquisition is a risk for AMD's stock, for sure, but the semiconductor firm's business is in the best shape it has ever been in… in part because it is rolling out new GPU products that should see strong customer uptake. The much bigger risk for AMD is that processor ASPs start to decline which would indicate slowing revenue growth. A deal falling through would also likely hurt Xilinx more than AMD since the deal premium would disappear.\nFinal thoughts\nDon't trade the merger news, but invest in AMD's long-term revenue potential.\nWhether the AMD-Xilinx merger will be approved or not, AMD's business continues to gain momentum and the new Radeon W6000X GPU could accelerate the shift to higher-priced graphic cards, which already drive AMD's revenue growth in Computing/Graphics. Look for rising GPU ASPs next quarter that also contribute positively to AMD's top line segment growth.\nAlthough the market has lost some of its enthusiasm about the Xilinx merger, AMD's business represents great value and the firm's growth is undervalued at just 36x projected earnings.","news_type":1,"symbols_score_info":{"XLNX":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801095265,"gmtCreate":1627471000757,"gmtModify":1703490572617,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Good to hear this","listText":"Good to hear this","text":"Good to hear this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801095265","repostId":"1103651114","repostType":4,"repost":{"id":"1103651114","kind":"news","pubTimestamp":1627465191,"share":"https://ttm.financial/m/news/1103651114?lang=en_US&edition=fundamental","pubTime":"2021-07-28 17:39","market":"us","language":"en","title":"Microsoft: Still In High Growth Mode, Yet Cheaply Valued","url":"https://stock-news.laohu8.com/highlight/detail?id=1103651114","media":"seekingalpha","summary":"Contrary to popular belief, Microsoft is still a growth name.Microsoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y .By my estimates, the stock trades for approx. 28x forward EPS.Not too many companies out there in tech have EPS numbers. And those that do, are not being priced below their CAGR. Microsoft is an exception.Microsoft put out very strong growth in Q4 2021, with its top-line growing by 21% y/y. Thus, this result fully justifies its stock's p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Contrary to popular belief, Microsoft is still a growth name.</li>\n <li>Microsoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y (currency-adjusted).</li>\n <li>By my estimates, the stock trades for approx. 28x forward EPS.</li>\n <li>Not too many companies out there in tech have EPS numbers. And those that do, are not being priced below their CAGR. Microsoft is an exception.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7171d6ff293602cabbe7a5d16831aac7\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>wellesenterprises/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Microsoft (MSFT) put out very strong growth in Q4 2021, with its top-line growing by 21% y/y. Thus, this result fully justifies its stock's performance in the past twelve months.</p>\n<p>What's more, looking ahead, by my estimates, its EPS could grow to $10.36 leaving the stock trading at 28x forward sales.</p>\n<p>Microsoft remains a worthy investment consideration, even now.</p>\n<p><b>Investor Sentiment Facing Microsoft</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50ddd26107b44d283dca56644b0bbd92\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>This is the first quarter that we are now fully lapping the pandemic's comparables.</p>\n<p>And even though by this stage investors should be coming to terms and adjusting themselves into what's a permanent change and the new normal and what's a should be compared to pre-COVID periods, I feel we are none the wiser.</p>\n<p>To this end, the fact that this tech behemoth put up such a strong result yet the after-hours reaction was so muted, as were both Apple (AAPL) and Alphabet (GOOGL)(GOOG), presents investors with a conundrum: is it all possible that investors expected an<i>even bigger positive surprise from these names</i>?</p>\n<p>Moreover, keep in mind that behind the big push by the mega-caps that are now trading at close to all-time highs, many smaller caps stocks are well into correction territory in 2021. Correction territory means trading 20% or more from previous highs. Indeed, this discrepancy between large caps and small caps is truly fascinating.</p>\n<p>To this end, I can only conclude that in the short term the market is a voting machine and that in time, Microsoft's bottom line profitability will continue to drive its stock forward. So let's dig in further to Microsoft's results.</p>\n<p><b>Revenue Growth Rates Are Still Strong</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b20ad739d2a017f775dac21ae77e842\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"><span>Source: Author's calculations; **high-end company guidance; note: fiscal year and calendar year are misaligned.</span></p>\n<p>As you can see above, Microsoft's growth rates during fiscal 2021 actually accelerated. During Q4 2021, Microsoft's top line increased by 21% y/y.<i>Is there a time when the law of large numbers starts to slow down this giant?</i></p>\n<p>Common sense answers in the affirmative. But the factual results show that bringing in more than $46 billion in revenues during a 90 day period is an achievable feat for Microsoft.</p>\n<p>Looking out at its guide ahead, we can see that Microsoft's momentum continues to be very strong. If investors had reasons to expect a strong performance this quarter as Microsoft had slightly easier comps, the high-end guidance for next quarter fully dispels the myth that Microsoft is anything but a high growth name.</p>\n<p>In 2021 Microsoft is more diversified than it's ever been: With Search advertising Bing up 53% y/y, to LinkedIn being up 46% y/y, as well as Microsoft's ERP (Enterprise Resource Planning) Dynamics 365 up 49%, but real needle mover is obviously Microsoft's commercial cloud.</p>\n<p><b>The Crown Jewel in the Quarter: Commercial Cloud</b></p>\n<p>Microsoft's commercial cloud was up 36% y/y to $19.5 billion. Within that, Azure was up 45% (at constant currency).</p>\n<p>Microsoft's ability to engage both old and new enterprises, while at the same time offering a differentiated enough cloud platform so customers' usage and demand remains high, speaks to the power of Microsoft's brand.</p>\n<p>So when I questioned whether or not Microsoft has what it takes to break free from the law of large numbers, I believe we should invert the question. The question needs to be is there a physical reason<i>why Microsoft can't put up strong numbers</i>for another decade?</p>\n<p>I don't believe there is. On the one hand, smaller enterprises are being sold on the idea that this household name is the no-brainer cloud platform to adopt. But at the same time, Microsoft's multi-year investment to invest in cloud engineering is being reflected in its numbers.</p>\n<p>For example,75% of the Fortune 500 use Microsoft's hybrid offerings. These are companies with the financial resources and technical acumen to demand only the best of the best hybrid cloud. And by far and wide, the bulk of these global enterprises still chose Microsoft's cloud platform.</p>\n<p>Also, and this important, unlike countless other fast-growing names in tech right now, that have no clear path to profitability, Microsoft has incredibly high profit margins and EPS numbers.</p>\n<p><b>Very Strong EPS Growth of 42% Y/Y</b></p>\n<p>Microsoft is clear that it's not resting on its recent performance. In fact, Microsoft continues to signal to investors that it's investing and innovating into its entire tech stack.</p>\n<p>What's more, despite the consistent investment, Microsoft's EPS number this quarter was up 42% y/y (non-GAAP, at constant currency).</p>\n<p>Furthermore, if we look at Microsoft's trailing twelve-month EPS number of $7.97 we can see that this figure is up 34% y/y (non-GAAP, constant currency).</p>\n<p>Given Microsoft's momentum of late, together with Microsoft's CFO Amy Hood's comments on the call that in fiscal 2022 Microsoft would see ''healthy double-digit revenue growth'' we can easily forecast that Microsoft's EPS numbers will climb to<i>at least $10.36 in fiscal 2022</i>.</p>\n<p><b>Valuation - Still Offering a Meaningful Margin of Safety</b></p>\n<p>As noted above, if we are conservative in our assumption for Microsoft's bottom line to grow by 30% y/y in fiscal 2022 this would imply that Microsoft's non-GAAP EPS would reach $10.36.</p>\n<p>Note, while this is a deceleration from fiscal 2021 EPS growth of 34%, this would be a step up from the 25% EPS growth in fiscal 2020.</p>\n<p>Nevertheless, I believe that 30% CAGR is reasonable given some y/y margin expansion that Hood's mentioned on the call for fiscal 2022.</p>\n<p>All together this implies that the stock is priced at 28x forward earnings. Note, this is not a sales multiple, but its EPS figure.</p>\n<p><b>The Bottom Line</b></p>\n<p>For a company growing its bottom line EPS number by 30% CAGR, having to pay 28x its EPS in the current stock market pricing environment strikes me as a bargain opportunity.</p>\n<p>Having said that, as I alluded to at the start of the article, given that so many smaller-cap names are now firmly into correction territory, I'm going to continue deploying my capital own into opportunities that I believe over even more compelling valuations. Happy investing.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: Still In High Growth Mode, Yet Cheaply Valued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Still In High Growth Mode, Yet Cheaply Valued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 17:39 GMT+8 <a href=https://seekingalpha.com/article/4441951-microsoft-q4-earnings-high-growth-mode-cheaply-valued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nContrary to popular belief, Microsoft is still a growth name.\nMicrosoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y (currency-adjusted).\nBy my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441951-microsoft-q4-earnings-high-growth-mode-cheaply-valued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4441951-microsoft-q4-earnings-high-growth-mode-cheaply-valued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103651114","content_text":"Summary\n\nContrary to popular belief, Microsoft is still a growth name.\nMicrosoft's bottom line EPS continues to demonstrate high growth, with Q4 2021 growing by 42% y/y (currency-adjusted).\nBy my estimates, the stock trades for approx. 28x forward EPS.\nNot too many companies out there in tech have EPS numbers. And those that do, are not being priced below their CAGR. Microsoft is an exception.\n\nwellesenterprises/iStock Editorial via Getty Images\nInvestment Thesis\nMicrosoft (MSFT) put out very strong growth in Q4 2021, with its top-line growing by 21% y/y. Thus, this result fully justifies its stock's performance in the past twelve months.\nWhat's more, looking ahead, by my estimates, its EPS could grow to $10.36 leaving the stock trading at 28x forward sales.\nMicrosoft remains a worthy investment consideration, even now.\nInvestor Sentiment Facing Microsoft\nData by YCharts\nThis is the first quarter that we are now fully lapping the pandemic's comparables.\nAnd even though by this stage investors should be coming to terms and adjusting themselves into what's a permanent change and the new normal and what's a should be compared to pre-COVID periods, I feel we are none the wiser.\nTo this end, the fact that this tech behemoth put up such a strong result yet the after-hours reaction was so muted, as were both Apple (AAPL) and Alphabet (GOOGL)(GOOG), presents investors with a conundrum: is it all possible that investors expected aneven bigger positive surprise from these names?\nMoreover, keep in mind that behind the big push by the mega-caps that are now trading at close to all-time highs, many smaller caps stocks are well into correction territory in 2021. Correction territory means trading 20% or more from previous highs. Indeed, this discrepancy between large caps and small caps is truly fascinating.\nTo this end, I can only conclude that in the short term the market is a voting machine and that in time, Microsoft's bottom line profitability will continue to drive its stock forward. So let's dig in further to Microsoft's results.\nRevenue Growth Rates Are Still Strong\nSource: Author's calculations; **high-end company guidance; note: fiscal year and calendar year are misaligned.\nAs you can see above, Microsoft's growth rates during fiscal 2021 actually accelerated. During Q4 2021, Microsoft's top line increased by 21% y/y.Is there a time when the law of large numbers starts to slow down this giant?\nCommon sense answers in the affirmative. But the factual results show that bringing in more than $46 billion in revenues during a 90 day period is an achievable feat for Microsoft.\nLooking out at its guide ahead, we can see that Microsoft's momentum continues to be very strong. If investors had reasons to expect a strong performance this quarter as Microsoft had slightly easier comps, the high-end guidance for next quarter fully dispels the myth that Microsoft is anything but a high growth name.\nIn 2021 Microsoft is more diversified than it's ever been: With Search advertising Bing up 53% y/y, to LinkedIn being up 46% y/y, as well as Microsoft's ERP (Enterprise Resource Planning) Dynamics 365 up 49%, but real needle mover is obviously Microsoft's commercial cloud.\nThe Crown Jewel in the Quarter: Commercial Cloud\nMicrosoft's commercial cloud was up 36% y/y to $19.5 billion. Within that, Azure was up 45% (at constant currency).\nMicrosoft's ability to engage both old and new enterprises, while at the same time offering a differentiated enough cloud platform so customers' usage and demand remains high, speaks to the power of Microsoft's brand.\nSo when I questioned whether or not Microsoft has what it takes to break free from the law of large numbers, I believe we should invert the question. The question needs to be is there a physical reasonwhy Microsoft can't put up strong numbersfor another decade?\nI don't believe there is. On the one hand, smaller enterprises are being sold on the idea that this household name is the no-brainer cloud platform to adopt. But at the same time, Microsoft's multi-year investment to invest in cloud engineering is being reflected in its numbers.\nFor example,75% of the Fortune 500 use Microsoft's hybrid offerings. These are companies with the financial resources and technical acumen to demand only the best of the best hybrid cloud. And by far and wide, the bulk of these global enterprises still chose Microsoft's cloud platform.\nAlso, and this important, unlike countless other fast-growing names in tech right now, that have no clear path to profitability, Microsoft has incredibly high profit margins and EPS numbers.\nVery Strong EPS Growth of 42% Y/Y\nMicrosoft is clear that it's not resting on its recent performance. In fact, Microsoft continues to signal to investors that it's investing and innovating into its entire tech stack.\nWhat's more, despite the consistent investment, Microsoft's EPS number this quarter was up 42% y/y (non-GAAP, at constant currency).\nFurthermore, if we look at Microsoft's trailing twelve-month EPS number of $7.97 we can see that this figure is up 34% y/y (non-GAAP, constant currency).\nGiven Microsoft's momentum of late, together with Microsoft's CFO Amy Hood's comments on the call that in fiscal 2022 Microsoft would see ''healthy double-digit revenue growth'' we can easily forecast that Microsoft's EPS numbers will climb toat least $10.36 in fiscal 2022.\nValuation - Still Offering a Meaningful Margin of Safety\nAs noted above, if we are conservative in our assumption for Microsoft's bottom line to grow by 30% y/y in fiscal 2022 this would imply that Microsoft's non-GAAP EPS would reach $10.36.\nNote, while this is a deceleration from fiscal 2021 EPS growth of 34%, this would be a step up from the 25% EPS growth in fiscal 2020.\nNevertheless, I believe that 30% CAGR is reasonable given some y/y margin expansion that Hood's mentioned on the call for fiscal 2022.\nAll together this implies that the stock is priced at 28x forward earnings. Note, this is not a sales multiple, but its EPS figure.\nThe Bottom Line\nFor a company growing its bottom line EPS number by 30% CAGR, having to pay 28x its EPS in the current stock market pricing environment strikes me as a bargain opportunity.\nHaving said that, as I alluded to at the start of the article, given that so many smaller-cap names are now firmly into correction territory, I'm going to continue deploying my capital own into opportunities that I believe over even more compelling valuations. Happy investing.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174687195,"gmtCreate":1627095364617,"gmtModify":1703484174183,"author":{"id":"4088490163197280","authorId":"4088490163197280","name":"KennethChee","avatar":"https://static.tigerbbs.com/54685b5b0cbac9c3f29b993e292a3669","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088490163197280","idStr":"4088490163197280"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174687195","repostId":"1141631771","repostType":4,"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}