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KPTan
2023-02-25
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KPTan
2023-03-06
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Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week
KPTan
2023-04-01
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2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade
KPTan
2023-04-09
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These 3 Stocks Could Race Higher at the Drop of a Hat
KPTan
2023-03-03
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KPTan
2023-04-05
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Wall Street Ends Down As Weak Economic Data Fuels Recession Fears
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2023-03-31
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Michael Burry of "Big Short" Fame Says He Was "Wrong" to Tell Investors to "Sell"
KPTan
2023-04-29
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First Republic’s Fate Uncertain After Stock’s Harrowing Drop
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2023-03-12
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KPTan
2023-03-02
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S&P, Nasdaq Weak As Manufacturing Stokes Fed Concerns
KPTan
2023-04-14
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Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More
KPTan
2023-03-19
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What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike
KPTan
2023-01-24
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3 Tech Stocks to Sell in January Before They Get Torpedoed
KPTan
2022-11-12
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A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto
KPTan
2023-02-18
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Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023
KPTan
2023-01-07
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Is Now the Time to Go All-In on Tesla Stock?
KPTan
2023-02-16
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US STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data
KPTan
2022-10-20
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Apple: I'm Siding With Wall Street This Time
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sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970669216","repostId":"1184414287","repostType":4,"repost":{"id":"1184414287","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":1684371783,"share":"https://ttm.financial/m/news/1184414287?lang=&edition=fundamental","pubTime":"2023-05-18 09:03","market":"us","language":"en","title":"Nvidia Q1 Earnings Preview: AI Boom May Mask the Slowdown of Chip Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1184414287","media":"Tiger Newspress","summary":"Nvidia expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%. Morgan Stanley estimated that it","content":"<html><head></head><body><blockquote>Nvidia expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%. Morgan Stanley estimated that its annual AI inference revenue could potentially increase 10-fold to $5 billion in the next five years.</blockquote><p>Nvidia is scheduled to announce Q1 earnings results after the market closes on Wednesday, May 24th.</p><p><strong>Latest Results</strong></p><p>Nvidia reported Q4 net income of $1.41 billion, or 57 cents a share, compared with $3 billion, or $1.18 a share, in the year-ago period. Revenue fell to $6.05 billion from $7.64 billion in the year-ago quarter.</p><p><strong>Q1 Guidance</strong></p><p>The company said it expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%.</p><p><strong>AI Inference Is Expected to Be a Major Growth Driver</strong></p><p>According to management estimates, Nvidia is on track to target a $1 trillion addressable market opportunity by 2023, of which software is likely to account for $300-$400 billion--almost symmetrically distributed on AI Enterprise, Omniverse and DRIVE.</p><p>In the short term, NVDA disclosed at its shareholder/analyst conference on March 23, 2023, that it is "seeing stronger demand from hyperscale customers for all of data center platforms as they focus on generative AI".</p><p>For the long run, AI inference is expected to be a major growth driver for Nvidia Corporation. Morgan Stanley estimated that NVDA's annual AI inference revenue could potentially increase 10-fold to $5 billion in the next five years. Its forecasts are aligned with NVDA's comments at the recent March 23 shareholder/analyst conference on March 23 noting that generative AI will drive a "step function increase in the amount of inference workloads."</p><p><strong>TSMC and AMD’s Results Showed a Mixed Picture for Nvidia</strong></p><p>According to TSMC’s result, it has trimmed its 2023 revenue outlook.It expects annual revenue to decline in the low to mid-single digits as compared to the prior expectation of a slight improvement over 2022 levels. Though it fired a warning signal,the company saw solid growth in demand for its 5-nanometer (nm) chips.</p><p>Nvidia may have played a key role in this terrific growth as the company has been witnessing solid demand for its Hopper H100 graphics processing units (GPUs) amid the generative artificial intelligence (AI) boom.</p><p>But AMD’s guidance may show the opposite side, it guided for $5.3 billion in revenue for Q2, a 19% year-over-year decline. Management pointed to weakness in its client, gaming, and data center segments as the reason for the anticipated drop.</p><p>Just because AMD sees some weakness in its business doesn't mean Nvidia will. But Nvidia has shown signs of slowing down for multiple quarters now, so it seems that massive guidance from the company would be a surprise.</p><p><strong>Analyst Opinions</strong></p><p>HSBC analyst Frank Lee upgraded NVDA stock to to “buy” from “reduce” and increased its price target on NVDA to $355 from $175.Li noted that the company's pricing power in AI chips is likely to boost earnings considerably higher, and raised his fiscal 2024 and 2025 sales and earnings per share estimates to $33.37B and $43.14B and $5.11 and $7.10, respectively. </p><p>BofA analyst Vivek Arya raised its price objective on Nvidia to $340 from $310 a share and offered a buy rating. The company sees a “crossover” this year leading to accelerator sales rising above $40 billion by 2025. This would mean at least a 37% compound annual growth rate from 2022 while x86 CPU sales grow at modest 3% CAGR, to $26 billion.</p><p>Piper Sandler analyst Harsh Kumar rates NVDA shares as Overweight and has a $320 price target. The company estimated that 80% of all AI workloads are currently run on NVDA chips. Kumar believes that the complete ChatGPT deployment stack on Azure relies on around 30,000 NVDA GPUs. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q1 Earnings Preview: AI Boom May Mask the Slowdown of Chip Industry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Q1 Earnings Preview: AI Boom May Mask the Slowdown of Chip Industry\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\">2023-05-18 09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Nvidia expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%. Morgan Stanley estimated that its annual AI inference revenue could potentially increase 10-fold to $5 billion in the next five years.</blockquote><p>Nvidia is scheduled to announce Q1 earnings results after the market closes on Wednesday, May 24th.</p><p><strong>Latest Results</strong></p><p>Nvidia reported Q4 net income of $1.41 billion, or 57 cents a share, compared with $3 billion, or $1.18 a share, in the year-ago period. Revenue fell to $6.05 billion from $7.64 billion in the year-ago quarter.</p><p><strong>Q1 Guidance</strong></p><p>The company said it expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%.</p><p><strong>AI Inference Is Expected to Be a Major Growth Driver</strong></p><p>According to management estimates, Nvidia is on track to target a $1 trillion addressable market opportunity by 2023, of which software is likely to account for $300-$400 billion--almost symmetrically distributed on AI Enterprise, Omniverse and DRIVE.</p><p>In the short term, NVDA disclosed at its shareholder/analyst conference on March 23, 2023, that it is "seeing stronger demand from hyperscale customers for all of data center platforms as they focus on generative AI".</p><p>For the long run, AI inference is expected to be a major growth driver for Nvidia Corporation. Morgan Stanley estimated that NVDA's annual AI inference revenue could potentially increase 10-fold to $5 billion in the next five years. Its forecasts are aligned with NVDA's comments at the recent March 23 shareholder/analyst conference on March 23 noting that generative AI will drive a "step function increase in the amount of inference workloads."</p><p><strong>TSMC and AMD’s Results Showed a Mixed Picture for Nvidia</strong></p><p>According to TSMC’s result, it has trimmed its 2023 revenue outlook.It expects annual revenue to decline in the low to mid-single digits as compared to the prior expectation of a slight improvement over 2022 levels. Though it fired a warning signal,the company saw solid growth in demand for its 5-nanometer (nm) chips.</p><p>Nvidia may have played a key role in this terrific growth as the company has been witnessing solid demand for its Hopper H100 graphics processing units (GPUs) amid the generative artificial intelligence (AI) boom.</p><p>But AMD’s guidance may show the opposite side, it guided for $5.3 billion in revenue for Q2, a 19% year-over-year decline. Management pointed to weakness in its client, gaming, and data center segments as the reason for the anticipated drop.</p><p>Just because AMD sees some weakness in its business doesn't mean Nvidia will. But Nvidia has shown signs of slowing down for multiple quarters now, so it seems that massive guidance from the company would be a surprise.</p><p><strong>Analyst Opinions</strong></p><p>HSBC analyst Frank Lee upgraded NVDA stock to to “buy” from “reduce” and increased its price target on NVDA to $355 from $175.Li noted that the company's pricing power in AI chips is likely to boost earnings considerably higher, and raised his fiscal 2024 and 2025 sales and earnings per share estimates to $33.37B and $43.14B and $5.11 and $7.10, respectively. </p><p>BofA analyst Vivek Arya raised its price objective on Nvidia to $340 from $310 a share and offered a buy rating. The company sees a “crossover” this year leading to accelerator sales rising above $40 billion by 2025. This would mean at least a 37% compound annual growth rate from 2022 while x86 CPU sales grow at modest 3% CAGR, to $26 billion.</p><p>Piper Sandler analyst Harsh Kumar rates NVDA shares as Overweight and has a $320 price target. The company estimated that 80% of all AI workloads are currently run on NVDA chips. Kumar believes that the complete ChatGPT deployment stack on Azure relies on around 30,000 NVDA GPUs. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184414287","content_text":"Nvidia expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%. Morgan Stanley estimated that its annual AI inference revenue could potentially increase 10-fold to $5 billion in the next five years.Nvidia is scheduled to announce Q1 earnings results after the market closes on Wednesday, May 24th.Latest ResultsNvidia reported Q4 net income of $1.41 billion, or 57 cents a share, compared with $3 billion, or $1.18 a share, in the year-ago period. Revenue fell to $6.05 billion from $7.64 billion in the year-ago quarter.Q1 GuidanceThe company said it expects fiscal Q1 revenue of $6.5 billion, plus or minus 2%.AI Inference Is Expected to Be a Major Growth DriverAccording to management estimates, Nvidia is on track to target a $1 trillion addressable market opportunity by 2023, of which software is likely to account for $300-$400 billion--almost symmetrically distributed on AI Enterprise, Omniverse and DRIVE.In the short term, NVDA disclosed at its shareholder/analyst conference on March 23, 2023, that it is \"seeing stronger demand from hyperscale customers for all of data center platforms as they focus on generative AI\".For the long run, AI inference is expected to be a major growth driver for Nvidia Corporation. Morgan Stanley estimated that NVDA's annual AI inference revenue could potentially increase 10-fold to $5 billion in the next five years. Its forecasts are aligned with NVDA's comments at the recent March 23 shareholder/analyst conference on March 23 noting that generative AI will drive a \"step function increase in the amount of inference workloads.\"TSMC and AMD’s Results Showed a Mixed Picture for NvidiaAccording to TSMC’s result, it has trimmed its 2023 revenue outlook.It expects annual revenue to decline in the low to mid-single digits as compared to the prior expectation of a slight improvement over 2022 levels. Though it fired a warning signal,the company saw solid growth in demand for its 5-nanometer (nm) chips.Nvidia may have played a key role in this terrific growth as the company has been witnessing solid demand for its Hopper H100 graphics processing units (GPUs) amid the generative artificial intelligence (AI) boom.But AMD’s guidance may show the opposite side, it guided for $5.3 billion in revenue for Q2, a 19% year-over-year decline. Management pointed to weakness in its client, gaming, and data center segments as the reason for the anticipated drop.Just because AMD sees some weakness in its business doesn't mean Nvidia will. But Nvidia has shown signs of slowing down for multiple quarters now, so it seems that massive guidance from the company would be a surprise.Analyst OpinionsHSBC analyst Frank Lee upgraded NVDA stock to to “buy” from “reduce” and increased its price target on NVDA to $355 from $175.Li noted that the company's pricing power in AI chips is likely to boost earnings considerably higher, and raised his fiscal 2024 and 2025 sales and earnings per share estimates to $33.37B and $43.14B and $5.11 and $7.10, respectively. BofA analyst Vivek Arya raised its price objective on Nvidia to $340 from $310 a share and offered a buy rating. The company sees a “crossover” this year leading to accelerator sales rising above $40 billion by 2025. This would mean at least a 37% compound annual growth rate from 2022 while x86 CPU sales grow at modest 3% CAGR, to $26 billion.Piper Sandler analyst Harsh Kumar rates NVDA shares as Overweight and has a $320 price target. The company estimated that 80% of all AI workloads are currently run on NVDA chips. Kumar believes that the complete ChatGPT deployment stack on Azure relies on around 30,000 NVDA GPUs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970138147,"gmtCreate":1684136908489,"gmtModify":1684136912522,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970138147","repostId":"2335007380","repostType":2,"repost":{"id":"2335007380","kind":"highlight","pubTimestamp":1684133384,"share":"https://ttm.financial/m/news/2335007380?lang=&edition=fundamental","pubTime":"2023-05-15 14:49","market":"us","language":"en","title":"Apple: 1 Billion Paying Subscribers And Emerging Markets Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2335007380","media":"seekingalpha","summary":"Apple Inc. (NASDAQ: AAPL) reported Q2-23 results that beat expectations. Revenues totaled $94.9B, co","content":"<html><head></head><body><p>Apple Inc. (NASDAQ: AAPL) reported Q2-23 results that beat expectations. Revenues totaled $94.9B, compared to an expected $92.8B, and EPS came at $1.52, compared to the expected $1.43, as gross margins reached an all-time high of 44.3%. Specifically, it was iPhone sales that crushed expectations, coming in at $51.3B compared to the $48.9B expectations.</p><p>As Apple approaches the 1 billion paid subscribers threshold and its focus on emerging markets bears fruit, I reiterate a Buy rating and raise my price target to $192 per share.</p><h2>Background</h2><p>About a month ago, I published Apple: The Ecosystem And The Largest Subscription Company In The World and began my coverage of the company with a Buy rating. I urge you to read that article, in which I explained my investment thesis thoroughly, as well as described Apple's ecosystem strategy, operations, revenue streams, business model, and the company's major risks, main growth prospects, and long shots.</p><p>Moreover, I explained the importance of differentiating between relevant and irrelevant information when it comes to investing in Apple, as the company seems to never leave the headlines, thanks to its unparalleled popularity. Just as an example, at that time, Apple's stock was in a downtrend due to another misleading headline that was based on third-party data. Well, the stock is up 7% since, compared to the S&P 500's 0%.</p><p>Now, let's begin by revisiting the investment thesis and assess how the drivers of Apple's ecosystem (active devices & paid subscribers) fared in the last quarter. Then, we'll discuss the two major pillars for growth, and update our financial model and projections accordingly.</p><p>Spoiler alert: the ecosystem is stronger than ever, and a surprising growth prospect, which is emerging markets, is becoming more and more important.</p><h2>Revising The Investment Thesis - The Ecosystem Business Model</h2><p>In my previous article, I wrote the following about Apple's ecosystem business model:</p><blockquote>Apple's ecosystem business model is quite simple. Usually, a customer first engages with Apple through an iPhone. Then, as every other piece of hardware the company offers is seamlessly integrated with the iPhone, the customer will most likely elect an Apple product rather than a competitor's substitute offering, despite Apple's products being typically more expensive. The customer will elect to do so not only because of the individual quality of the product by itself but also due to the value of integration between all of the customer's Apple products. In addition to the hardware, the customer will most likely choose to use Apple's services, as they are the most convenient option and sometimes the only option when using Apple's hardware.</blockquote><h4>Approaching 1 Billion Subscribers, Another All-Time High In Active Devices</h4><p>Within Apple's ecosystem, I listed two major metrics to look at in order to assess the strength of the company's ecosystem. The first, Active Devices Installed Base, reached an all-time high in Q2, but we didn't get a number update from management (they typically provide a number in the first quarter of Apple's fiscal year).</p><blockquote>During the quarter, our installed base of active devices continued to grow at a nice pace thanks to extremely high levels of customer satisfaction and loyalty, and reached an all-time high for all major product categories and geographic segments. --- Luca Maestri, Senior Vice President & CFO, Q2-23 Call</blockquote><p>The second metric, Paid Subscribers, gained an additional 40 million in the quarter, and ended at 975 million, reflecting 24.2% growth from the prior year period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/186f7b3f9026d21c94c7c8de41e772e9\" tg-width=\"640\" tg-height=\"437\"/></p><p>Created by the author based on management remarks in Apple's earning calls 2016-2023</p><p>As we can see, Paid Subscriber growth is accelerating, defeating the law of large numbers. In Q1-23, we saw 19.1% growth, and in 2022 we saw 20.8% growth. What does that tell us? well, first of all, it's clear that Apple's services business isn't slowing down, despite what some market participants suggested prior to the Q2 announcement. Secondly, it appears that new launches like Apple Music Classical, Apple Pay Later, and Apple Card Savings, are very well accepted by customers.</p><blockquote>We achieved all time revenue records across App Store, Apple Music, iCloud and payment services. And now, with more than 975 million paid subscriptions, we're reaching even more people with our lineup of services. --- Tim Cook - Chief Executive Officer, Q2-23 Call</blockquote><p>Overall, it seems our investment thesis remains solid. Looking at the above two metrics alone, I think even the most stubborn bears will have to acknowledge Q2-23 was extremely impressive.</p><h2>No More Growth? I Beg To Differ</h2><p>One of the easiest claims against investing in Apple is that the company's growth is limited as its total addressable market (TAM) is already saturated. After two consecutive quarters of negative revenue growth, and with 2 billion active devices compared to the world's population of 8 billion, it's hard to refute such a claim. However, let's give it a try.</p><p>As we noted earlier, in the two negative growth quarters, constant currency was a major headwind, and without it, we would have seen 2.5% growth in each of the quarters. This is significantly higher than the overall consumer electronics market. Even if we take out Services revenues, Apple was still able to outgrow peers like HP (HPQ), Microsoft's devices (MSFT), and Samsung's SDC (OTCPK:SSNLF), which saw their comparable segments decline by 19%, 30%, and 17%, respectively.</p><p>That being said, we have to face the truth, some of Apple's markets are, in fact, saturated. For example, in the U.S., the company's share of the smartphone market is estimated at 57.0% and, 87% of U.S. teens already own an iPhone. As I wrote in my previous article, the life cycle of an iPhone is longer than a year for most consumers, and while we can rely on most of the customers to come back, bi-annual or longer upgrades aren't a significant enough driver for future growth. With the exception of an extremely unique iPhone edition that comes to market once in a few years and delivers growth acceleration even in saturated markets, we will have to look somewhere else for growth.</p><p>That somewhere else, in my view, is the combination of emerging markets and services.</p><h3>Emerging Markets Focus</h3><p>Most of us are familiar with Apple's intentions to diversify its supply and production chains to lower its exposure to China, with India being a leading candidate for that. Somewhat under the radar, is Apple's focus on diversifying its customer markets, and increasing its market share in what the company defines as emerging markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e828b29a31fe55472f9415d3d10db07\" tg-width=\"640\" tg-height=\"369\"/></p><p>Created and calculated by the author using data from Apple's financial reports</p><p>Back in 2012, approximately 60% of Apple's revenues came from Europe and the Americas. In the first half of FY23, we can see that only 55.4% of revenues were attributable to those geographies, as China and the Rest of Asia Pacific took 5.6 percentage points.</p><p>While China's share of revenues is below its peak, the Rest of APAC is now in a hyper-growth phase. Since 2018, the Rest of APAC cohort outperformed other geographies by a significant margin, which reached a tipping point during the last quarter, as the Rest of APAC grew by 15.3%, while Apple's total revenues decreased by 2.5%.</p><p>Fueled by the two retail locations that opened in India during the quarter, Apple saw record sales in India, as well as other developed and emerging markets in Indonesia, Turkey, Mexico, the Philippines, Saudi Arabia, Turkey, Brazil, Malaysia, and the UAE.</p><p>It's clear that Apple is shifting focus towards emerging markets, where its presence is still extremely low. Just a few days ago, the company announced its first online store in Vietnam.</p><p>Although it's still a small cohort compared to the overall business and with a relatively lower price level, I find the potential in emerging markets significant. First, there are a whole lot of potential new customers in India, with the country's economy projected to become the third-largest in the world by 2027. Secondly, we already know that Apple's business from its customers doesn't end with a single product purchase. On the contrary, it's after the first transaction that the customer gets into the ecosystem, and then, usually, he becomes a lifetime customer.</p><h3>Services</h3><p>So if the first growth driver is a little under the radar, Apple's services are probably on the opposite end of the scale. The company's services seem to be making a lot of headlines these days, specifically due to the launches of many financial offerings like Apple Savings during the regional banking crisis.</p><p>Looking at Apple's PE ratio, we can clearly see the company has been trading at much higher multiples since 2019:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a24456a4b49c697b19a15cf5bce8f59\" tg-width=\"635\" tg-height=\"417\"/></p><p>Data by YCharts</p><p>Some people would argue this is a testament to its overvaluation, but in my view, Apple's services becoming almost 20% of the company has a lot to do with the multiple expansion.</p><p>Under services, Apple includes advertising (app store and traffic acquisition costs), cloud, digital content (books, music, video, games, podcasts, tv, news, and fitness), AppleCare (technical support, and repair & replacement services), and Apple's payment services (Apple Pay, Apple Card, Apple Pay Later). Those combine for approximately 20.0% of Apple's revenues, and a little over 32% of the company's gross profits.</p><p>Unlike the market saturation on the product front, it seems Apple's services are still in their early days. We saw growth acceleration in paid subscribers, with a 24.2% increase YoY, and services revenues grew by 5.5%, despite a 5.0% FX headwind.</p><p>Growth in services was even more impressive considering the slowdown in mobile gaming, which is mainly a result of pulled-forward demand during the pandemic. Additionally, Apple, like most advertisers, is experiencing headwinds due to the macroeconomic environment. Despite that, the company achieved a March quarter record in advertising.</p><h4>Apple Financial Services</h4><p>It has become obvious that Apple is one of the largest financial services companies in the world, with its Apple Pay, Apple Card Savings, and Apple Pay Later, among others.</p><p>Apple Pay is constantly expanding its offerings and has now become the preferred way to pay for many:</p><blockquote>And tap-to-pay continues to be a powerful driver of engagement. Globally, 74% of all face-to-face transactions outside the U.S. are now taps. In the U.S., we're at 34%, up 7x from three years ago and up more than 10 percentage points from last year. --- Ryan McInerney, <a href=\"https://laohu8.com/S/V\">Visa</a>'s CEO, Visa Q2-23 Earnings Call.</blockquote><p>Moreover, Apple made waves in the banking system with its 4.15% APY savings account. The question that arises following these industry-leading APY is whether Apple uses its financial services as a way to strengthen the ecosystem, or is it a standalone business opportunity, and to that, Tim Cook answered the following:</p><blockquote>Q: You launched so many services around Apple Pay most recently, you mentioned Buy Now Pay Later high yield savings account. Where do you see the expansion and the payments ecosystem over time? And do you look at the payments ecosystem as a standalone revenue opportunity? Or is it more about making the devices even more inseparable from us? --- Wamsi Mohan, Bank of America A: What we're trying to do with our payments work is that sort of like we've done on the watch, where we're focused on helping people live a healthier day on our financial products. We're helping people have a better financial health and so things like the Apple Card and the fact that it has no fees, like the savings account, which has, as you mentioned, it's very attractive yield. So we're trying to help our users, but <strong>these things have to stand on their own, obviously</strong>. But we're very user focused, and so we're listening to them at what things provide them pinch points and orchestrate our roadmaps around that. Buy Now Pay Later is another one that we've just gotten out of the shoot. But on the savings account specifically, we are very pleased with the initial response on it. It's been incredible. --- Tim Cook - Chief Executive Officer, Q2-23 Call</blockquote><p>In my view, Tim Cook's answer shows not only the fact that Apple's financial services are profitable on their own, but it also represents Apple's overall vision and strategy. Each and every service and product provide added value to the other, but each and every service and product can stand on its own, just as well.</p><h4>Traffic Acquisition Costs - The Most Important "Service"</h4><p>Another important topic to discuss under services is traffic acquisition costs (TAC). For some reason, I saw that some market participants project TAC to decrease. Now, I'm not sure whether that was aimed at making headlines, or that was an actual projection, but I have to say I have the utmost certainty TAC is only going to increase, specifically due to the reignition of the search wars between Alphabet's Google (GOOG) and Microsoft.</p><p>According to most estimates, Google pays Apple around $17.5B per year for the right to be the default search engine on Apple's devices. The most quoted analysis was made by Goldman Sachs, which estimated the number at $9.5B in 2018, a year that Google's total TAC amounted to $26.7B. So, 35.5% of Google's TAC, which amounted to $48.9B in 2022, means $17.4B that Apple received from the search giant for that year. With more than 1 billion active iPhones, this "real estate" is one of the most expensive properties in the world. As we're already hearing about Microsoft eyeing a Firefox search deal, it would be a shocker if Apple wouldn't exploit this situation to its advantage.</p><p>With so much going in its favor, and because FX, gaming, and ads are all temporary headwinds that should start to ease already in the second half of the fiscal year, I project Apple's service revenues will see growth accelerate in the very near term.</p><h2>Updated Valuation</h2><p>I used a discounted cash flow methodology to evaluate Apple's fair value. I forecast Apple will grow revenues at a 5.9% CAGR between 2023-2030, based on steady growth in the company's core operations, and accelerated growth in emerging markets and services. My projection is in line with the consensus but significantly below Apple's past 7-year CAGR of 10.6%.</p><p>I project EBITDA margins will increase incrementally up to 34.8% in 2030, as the services portion of total revenues continues to grow. I find this projection conservative, as the company achieved a 33.1% EBITDA margin in 2022, a year in which it had a 43.3% gross margin, which is 1.2% below management's guidance for 2023. Thus, I believe the company is already capable of a margin that is around 34.3%.</p><p>Overall, my assumptions result in EBITDA growth slightly above revenue growth, reflecting operational leverage and a better mix.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b149a6b1bac44d45c18f58241add7690\" tg-width=\"640\" tg-height=\"359\"/></p><p>Created and calculated by the author based on data from Apple's financial reports and the author's projections</p><p>Taking a WACC of 7.2%, I estimate Apple's fair value at $192 per share, which represents an 11.1% upside compared to the market price at the time of writing. This valuation reflects an arguably high forward P/E multiple of 24.9 based on my EPS projection for 2024. However, today's Apple isn't the old Apple. Its historical average P/E ratio reflects a product company, whereas the services side of the business is becoming increasingly important. Additionally, I expect 2024 will be a remarkable year for the company, as it will have easier comparisons and temporary headwinds should evaporate.</p><h2>Conclusion</h2><p>Apple's unstoppable ecosystem continued to gain strength in Q2-23, with over 2 billion active devices, above 1 billion active iPhones, and 975 million paid subscribers. Time and time again, Apple bears find their claims defeated by the world's largest company. As Apple constantly expands its offerings, the company is staying true to its strategy. Each and every product and service should add value to the other, and each and every product and service should be accretive to the company's profits. For these reasons, I reiterate a Buy rating and raise my price target to $192 per share.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: 1 Billion Paying Subscribers And Emerging Markets Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: 1 Billion Paying Subscribers And Emerging Markets Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-15 14:49 GMT+8 <a href=https://seekingalpha.com/article/4604272-apple-stock-1-billion-paying-subscribers-and-emerging-markets-focus><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. (NASDAQ: AAPL) reported Q2-23 results that beat expectations. Revenues totaled $94.9B, compared to an expected $92.8B, and EPS came at $1.52, compared to the expected $1.43, as gross ...</p>\n\n<a href=\"https://seekingalpha.com/article/4604272-apple-stock-1-billion-paying-subscribers-and-emerging-markets-focus\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4604272-apple-stock-1-billion-paying-subscribers-and-emerging-markets-focus","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2335007380","content_text":"Apple Inc. (NASDAQ: AAPL) reported Q2-23 results that beat expectations. Revenues totaled $94.9B, compared to an expected $92.8B, and EPS came at $1.52, compared to the expected $1.43, as gross margins reached an all-time high of 44.3%. Specifically, it was iPhone sales that crushed expectations, coming in at $51.3B compared to the $48.9B expectations.As Apple approaches the 1 billion paid subscribers threshold and its focus on emerging markets bears fruit, I reiterate a Buy rating and raise my price target to $192 per share.BackgroundAbout a month ago, I published Apple: The Ecosystem And The Largest Subscription Company In The World and began my coverage of the company with a Buy rating. I urge you to read that article, in which I explained my investment thesis thoroughly, as well as described Apple's ecosystem strategy, operations, revenue streams, business model, and the company's major risks, main growth prospects, and long shots.Moreover, I explained the importance of differentiating between relevant and irrelevant information when it comes to investing in Apple, as the company seems to never leave the headlines, thanks to its unparalleled popularity. Just as an example, at that time, Apple's stock was in a downtrend due to another misleading headline that was based on third-party data. Well, the stock is up 7% since, compared to the S&P 500's 0%.Now, let's begin by revisiting the investment thesis and assess how the drivers of Apple's ecosystem (active devices & paid subscribers) fared in the last quarter. Then, we'll discuss the two major pillars for growth, and update our financial model and projections accordingly.Spoiler alert: the ecosystem is stronger than ever, and a surprising growth prospect, which is emerging markets, is becoming more and more important.Revising The Investment Thesis - The Ecosystem Business ModelIn my previous article, I wrote the following about Apple's ecosystem business model:Apple's ecosystem business model is quite simple. Usually, a customer first engages with Apple through an iPhone. Then, as every other piece of hardware the company offers is seamlessly integrated with the iPhone, the customer will most likely elect an Apple product rather than a competitor's substitute offering, despite Apple's products being typically more expensive. The customer will elect to do so not only because of the individual quality of the product by itself but also due to the value of integration between all of the customer's Apple products. In addition to the hardware, the customer will most likely choose to use Apple's services, as they are the most convenient option and sometimes the only option when using Apple's hardware.Approaching 1 Billion Subscribers, Another All-Time High In Active DevicesWithin Apple's ecosystem, I listed two major metrics to look at in order to assess the strength of the company's ecosystem. The first, Active Devices Installed Base, reached an all-time high in Q2, but we didn't get a number update from management (they typically provide a number in the first quarter of Apple's fiscal year).During the quarter, our installed base of active devices continued to grow at a nice pace thanks to extremely high levels of customer satisfaction and loyalty, and reached an all-time high for all major product categories and geographic segments. --- Luca Maestri, Senior Vice President & CFO, Q2-23 CallThe second metric, Paid Subscribers, gained an additional 40 million in the quarter, and ended at 975 million, reflecting 24.2% growth from the prior year period.Created by the author based on management remarks in Apple's earning calls 2016-2023As we can see, Paid Subscriber growth is accelerating, defeating the law of large numbers. In Q1-23, we saw 19.1% growth, and in 2022 we saw 20.8% growth. What does that tell us? well, first of all, it's clear that Apple's services business isn't slowing down, despite what some market participants suggested prior to the Q2 announcement. Secondly, it appears that new launches like Apple Music Classical, Apple Pay Later, and Apple Card Savings, are very well accepted by customers.We achieved all time revenue records across App Store, Apple Music, iCloud and payment services. And now, with more than 975 million paid subscriptions, we're reaching even more people with our lineup of services. --- Tim Cook - Chief Executive Officer, Q2-23 CallOverall, it seems our investment thesis remains solid. Looking at the above two metrics alone, I think even the most stubborn bears will have to acknowledge Q2-23 was extremely impressive.No More Growth? I Beg To DifferOne of the easiest claims against investing in Apple is that the company's growth is limited as its total addressable market (TAM) is already saturated. After two consecutive quarters of negative revenue growth, and with 2 billion active devices compared to the world's population of 8 billion, it's hard to refute such a claim. However, let's give it a try.As we noted earlier, in the two negative growth quarters, constant currency was a major headwind, and without it, we would have seen 2.5% growth in each of the quarters. This is significantly higher than the overall consumer electronics market. Even if we take out Services revenues, Apple was still able to outgrow peers like HP (HPQ), Microsoft's devices (MSFT), and Samsung's SDC (OTCPK:SSNLF), which saw their comparable segments decline by 19%, 30%, and 17%, respectively.That being said, we have to face the truth, some of Apple's markets are, in fact, saturated. For example, in the U.S., the company's share of the smartphone market is estimated at 57.0% and, 87% of U.S. teens already own an iPhone. As I wrote in my previous article, the life cycle of an iPhone is longer than a year for most consumers, and while we can rely on most of the customers to come back, bi-annual or longer upgrades aren't a significant enough driver for future growth. With the exception of an extremely unique iPhone edition that comes to market once in a few years and delivers growth acceleration even in saturated markets, we will have to look somewhere else for growth.That somewhere else, in my view, is the combination of emerging markets and services.Emerging Markets FocusMost of us are familiar with Apple's intentions to diversify its supply and production chains to lower its exposure to China, with India being a leading candidate for that. Somewhat under the radar, is Apple's focus on diversifying its customer markets, and increasing its market share in what the company defines as emerging markets.Created and calculated by the author using data from Apple's financial reportsBack in 2012, approximately 60% of Apple's revenues came from Europe and the Americas. In the first half of FY23, we can see that only 55.4% of revenues were attributable to those geographies, as China and the Rest of Asia Pacific took 5.6 percentage points.While China's share of revenues is below its peak, the Rest of APAC is now in a hyper-growth phase. Since 2018, the Rest of APAC cohort outperformed other geographies by a significant margin, which reached a tipping point during the last quarter, as the Rest of APAC grew by 15.3%, while Apple's total revenues decreased by 2.5%.Fueled by the two retail locations that opened in India during the quarter, Apple saw record sales in India, as well as other developed and emerging markets in Indonesia, Turkey, Mexico, the Philippines, Saudi Arabia, Turkey, Brazil, Malaysia, and the UAE.It's clear that Apple is shifting focus towards emerging markets, where its presence is still extremely low. Just a few days ago, the company announced its first online store in Vietnam.Although it's still a small cohort compared to the overall business and with a relatively lower price level, I find the potential in emerging markets significant. First, there are a whole lot of potential new customers in India, with the country's economy projected to become the third-largest in the world by 2027. Secondly, we already know that Apple's business from its customers doesn't end with a single product purchase. On the contrary, it's after the first transaction that the customer gets into the ecosystem, and then, usually, he becomes a lifetime customer.ServicesSo if the first growth driver is a little under the radar, Apple's services are probably on the opposite end of the scale. The company's services seem to be making a lot of headlines these days, specifically due to the launches of many financial offerings like Apple Savings during the regional banking crisis.Looking at Apple's PE ratio, we can clearly see the company has been trading at much higher multiples since 2019:Data by YChartsSome people would argue this is a testament to its overvaluation, but in my view, Apple's services becoming almost 20% of the company has a lot to do with the multiple expansion.Under services, Apple includes advertising (app store and traffic acquisition costs), cloud, digital content (books, music, video, games, podcasts, tv, news, and fitness), AppleCare (technical support, and repair & replacement services), and Apple's payment services (Apple Pay, Apple Card, Apple Pay Later). Those combine for approximately 20.0% of Apple's revenues, and a little over 32% of the company's gross profits.Unlike the market saturation on the product front, it seems Apple's services are still in their early days. We saw growth acceleration in paid subscribers, with a 24.2% increase YoY, and services revenues grew by 5.5%, despite a 5.0% FX headwind.Growth in services was even more impressive considering the slowdown in mobile gaming, which is mainly a result of pulled-forward demand during the pandemic. Additionally, Apple, like most advertisers, is experiencing headwinds due to the macroeconomic environment. Despite that, the company achieved a March quarter record in advertising.Apple Financial ServicesIt has become obvious that Apple is one of the largest financial services companies in the world, with its Apple Pay, Apple Card Savings, and Apple Pay Later, among others.Apple Pay is constantly expanding its offerings and has now become the preferred way to pay for many:And tap-to-pay continues to be a powerful driver of engagement. Globally, 74% of all face-to-face transactions outside the U.S. are now taps. In the U.S., we're at 34%, up 7x from three years ago and up more than 10 percentage points from last year. --- Ryan McInerney, Visa's CEO, Visa Q2-23 Earnings Call.Moreover, Apple made waves in the banking system with its 4.15% APY savings account. The question that arises following these industry-leading APY is whether Apple uses its financial services as a way to strengthen the ecosystem, or is it a standalone business opportunity, and to that, Tim Cook answered the following:Q: You launched so many services around Apple Pay most recently, you mentioned Buy Now Pay Later high yield savings account. Where do you see the expansion and the payments ecosystem over time? And do you look at the payments ecosystem as a standalone revenue opportunity? Or is it more about making the devices even more inseparable from us? --- Wamsi Mohan, Bank of America A: What we're trying to do with our payments work is that sort of like we've done on the watch, where we're focused on helping people live a healthier day on our financial products. We're helping people have a better financial health and so things like the Apple Card and the fact that it has no fees, like the savings account, which has, as you mentioned, it's very attractive yield. So we're trying to help our users, but these things have to stand on their own, obviously. But we're very user focused, and so we're listening to them at what things provide them pinch points and orchestrate our roadmaps around that. Buy Now Pay Later is another one that we've just gotten out of the shoot. But on the savings account specifically, we are very pleased with the initial response on it. It's been incredible. --- Tim Cook - Chief Executive Officer, Q2-23 CallIn my view, Tim Cook's answer shows not only the fact that Apple's financial services are profitable on their own, but it also represents Apple's overall vision and strategy. Each and every service and product provide added value to the other, but each and every service and product can stand on its own, just as well.Traffic Acquisition Costs - The Most Important \"Service\"Another important topic to discuss under services is traffic acquisition costs (TAC). For some reason, I saw that some market participants project TAC to decrease. Now, I'm not sure whether that was aimed at making headlines, or that was an actual projection, but I have to say I have the utmost certainty TAC is only going to increase, specifically due to the reignition of the search wars between Alphabet's Google (GOOG) and Microsoft.According to most estimates, Google pays Apple around $17.5B per year for the right to be the default search engine on Apple's devices. The most quoted analysis was made by Goldman Sachs, which estimated the number at $9.5B in 2018, a year that Google's total TAC amounted to $26.7B. So, 35.5% of Google's TAC, which amounted to $48.9B in 2022, means $17.4B that Apple received from the search giant for that year. With more than 1 billion active iPhones, this \"real estate\" is one of the most expensive properties in the world. As we're already hearing about Microsoft eyeing a Firefox search deal, it would be a shocker if Apple wouldn't exploit this situation to its advantage.With so much going in its favor, and because FX, gaming, and ads are all temporary headwinds that should start to ease already in the second half of the fiscal year, I project Apple's service revenues will see growth accelerate in the very near term.Updated ValuationI used a discounted cash flow methodology to evaluate Apple's fair value. I forecast Apple will grow revenues at a 5.9% CAGR between 2023-2030, based on steady growth in the company's core operations, and accelerated growth in emerging markets and services. My projection is in line with the consensus but significantly below Apple's past 7-year CAGR of 10.6%.I project EBITDA margins will increase incrementally up to 34.8% in 2030, as the services portion of total revenues continues to grow. I find this projection conservative, as the company achieved a 33.1% EBITDA margin in 2022, a year in which it had a 43.3% gross margin, which is 1.2% below management's guidance for 2023. Thus, I believe the company is already capable of a margin that is around 34.3%.Overall, my assumptions result in EBITDA growth slightly above revenue growth, reflecting operational leverage and a better mix.Created and calculated by the author based on data from Apple's financial reports and the author's projectionsTaking a WACC of 7.2%, I estimate Apple's fair value at $192 per share, which represents an 11.1% upside compared to the market price at the time of writing. This valuation reflects an arguably high forward P/E multiple of 24.9 based on my EPS projection for 2024. However, today's Apple isn't the old Apple. Its historical average P/E ratio reflects a product company, whereas the services side of the business is becoming increasingly important. Additionally, I expect 2024 will be a remarkable year for the company, as it will have easier comparisons and temporary headwinds should evaporate.ConclusionApple's unstoppable ecosystem continued to gain strength in Q2-23, with over 2 billion active devices, above 1 billion active iPhones, and 975 million paid subscribers. Time and time again, Apple bears find their claims defeated by the world's largest company. As Apple constantly expands its offerings, the company is staying true to its strategy. Each and every product and service should add value to the other, and each and every product and service should be accretive to the company's profits. For these reasons, I reiterate a Buy rating and raise my price target to $192 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970348428,"gmtCreate":1684049785865,"gmtModify":1684049790067,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970348428","repostId":"2335202640","repostType":2,"repost":{"id":"2335202640","kind":"highlight","pubTimestamp":1684029371,"share":"https://ttm.financial/m/news/2335202640?lang=&edition=fundamental","pubTime":"2023-05-14 09:56","market":"us","language":"en","title":"Nio Stock: Sell in May and Stay Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2335202640","media":"InvestorPlace","summary":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furt","content":"<html><head></head><body><ul><li><p><strong>Nio</strong> (<strong>NIO</strong>) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.</p></li><li><p>Furthermore, Nio’s April delivery numbers indicate slowing growth.</p></li><li><p>Investors shouldn’t buy NIO stock in May, and might even consider selling it.</p></li></ul><p>At first glance, China-based electric vehicle (EV) manufacturer <strong>Nio’s</strong> (NYSE: <strong>NIO</strong>) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.</p><p>Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.</p><p>As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.</p><h2>Nio Won’t Slash Its EV Prices</h2><p>It’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.</p><p>Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.</p><p>In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”</p><p>Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”</p><h2>NIO Stock Falls After Release of Delivery Numbers</h2><p>Financial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?</p><p>Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.</p><p>Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.</p><h2>NIO Stock Is a Sell in May</h2><p>It’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.</p><p>Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: Sell in May and Stay Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: Sell in May and Stay Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-14 09:56 GMT+8 <a href=https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in ...</p>\n\n<a href=\"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335202640","content_text":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in May, and might even consider selling it.At first glance, China-based electric vehicle (EV) manufacturer Nio’s (NYSE: NIO) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker Tesla (NASDAQ: TSLA). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.Nio Won’t Slash Its EV PricesIt’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”NIO Stock Falls After Release of Delivery NumbersFinancial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.NIO Stock Is a Sell in MayIt’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970365654,"gmtCreate":1683961359978,"gmtModify":1683961365008,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970365654","repostId":"2334720270","repostType":2,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970037052,"gmtCreate":1683706261777,"gmtModify":1683706266717,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970037052","repostId":"2334272027","repostType":2,"repost":{"id":"2334272027","kind":"highlight","pubTimestamp":1683699845,"share":"https://ttm.financial/m/news/2334272027?lang=&edition=fundamental","pubTime":"2023-05-10 14:24","market":"us","language":"en","title":"Tech Earnings Featured More Stock Buybacks – Here's What That Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2334272027","media":"Yahoo Finance","summary":"Share repurchases, or stock buybacks, have appeared over and over in tech companies' earnings this y","content":"<html><head></head><body><p>Share repurchases, or stock buybacks, have appeared over and over in tech companies' earnings this year. But they might be misunderstood, according to Cornell University assistant professor Nick Guest.</p><p>"Our main takeaway is that share buybacks don't create or destroy a lot of wealth," Guest told Yahoo Finance Live. "So you might wonder, 'Well, why are companies repurchasing on track for more than $1 trillion this year?' The benefits seem to be an opportunity for management to signal that they believe the stock is undervalued." </p><p>There are plenty of criticisms of buybacks, including that companies use them to manipulate their share prices. But those criticisms haven't been necessarily proven by the data, according to Guest. </p><p>"Some argue they're associated with excessive executive compensation and that companies that buy back don't have as much cash available to take advantage of investment opportunities, thereby sacrificing growth and ultimately profitability," he said. "But our evidence comparing both companies that repurchased and companies that don't repurchase shares didn't find any large-scale, on average, evidence of those things."</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0098ff3e66c2f5ea3684e4353143604d\" tg-width=\"652\" tg-height=\"582\"/></p><p>Some of the biggest buyback news of this earnings cycle came from Alphabet (GOOG, GOOGL). If Google's $70 billion buyback announcement seems big, it is — sort of, VerityData analyst Ali Ragih said.</p><p>"$70 billion is slightly large for them, but not when you compare and adjust market-wide," he said. "The best way to think about $70 billion is to compare against the market cap because you can better normalize market-wide. $70 billion is equal to 5.2% of the market cap at Google."</p><p>Likewise, Apple (AAPL) also announced it would buy back $90 billion in stock this week.</p><h2>Why companies buy back stock – and when they should</h2><p>So why do these companies do stock buybacks? </p><p>"Repurchases have more flexibility than dividends," Guest said. "They're easier to temporarily cut during downtime, and repurchasing shares reduces the amount of cash that could be misused on management's pet projects."</p><p>Another reason, Guest added, is that "managers and others — the board, for example — can use repurchased shares to compensate employees. So those seem to be the benefits, as opposed to improving long-term profitability or creating additional investment opportunities."</p><p>It's worth doing buybacks when management thinks the company's valuation is low, Ragih said.</p><p>"The best time to do a buyback is when the valuation is low because companies get the most bang for their buyback," he told Yahoo Finance. "If Google spends $15 billion, they’d want to get the most amount of shares for that $15 billion – lower stock price will get them more shares for the same overall dollar value of spend."</p><p>It's even more worthwhile if the company in question has the cash, which Alphabet does, Ragih added.</p><p>"Google has a high amount of free cash flow and not much else to spend it on, so it’s appropriate to return cash to shareholders," he said. "To boil it down, after they pay for organic investments, they still have a lot of cash left each quarter. The cash balance is about $100 billion so they defer to buybacks."</p><p>However, buyback backlash has increased in recent years. Critics say that they enrich companies and executives without improving the overall economy. So over time, shareholders may see fewer buybacks if that trend continues. </p><p>"If the disincentives increase — for example, if we get this 4% tax or other limits on what managers can do in terms of selling their own shares after the company has bought back shares, and other potential restrictions — then some firms might decide to retain the cash instead or switch to dividends, which both could have negative consequences," Guest said. "For example, dividends, as we know, are taxed as income tax, ... whereas repurchases typically generate a capital gain. So that could create some additional costs for shareholders." </p></body></html>","source":"yahoofinance_sg","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>Tech Earnings Featured More Stock Buybacks – Here's What That Means for Investors</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\">\nTech Earnings Featured More Stock Buybacks – Here's What That Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-10 14:24 GMT+8 <a href=https://finance.yahoo.com/news/tech-earnings-featured-more-stock-buybacks--heres-what-that-means-for-investors-205638384.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Share repurchases, or stock buybacks, have appeared over and over in tech companies' earnings this year. But they might be misunderstood, according to Cornell University assistant professor Nick Guest...</p>\n\n<a href=\"https://finance.yahoo.com/news/tech-earnings-featured-more-stock-buybacks--heres-what-that-means-for-investors-205638384.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","META":"Meta Platforms, Inc.","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/tech-earnings-featured-more-stock-buybacks--heres-what-that-means-for-investors-205638384.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334272027","content_text":"Share repurchases, or stock buybacks, have appeared over and over in tech companies' earnings this year. But they might be misunderstood, according to Cornell University assistant professor Nick Guest.\"Our main takeaway is that share buybacks don't create or destroy a lot of wealth,\" Guest told Yahoo Finance Live. \"So you might wonder, 'Well, why are companies repurchasing on track for more than $1 trillion this year?' The benefits seem to be an opportunity for management to signal that they believe the stock is undervalued.\" There are plenty of criticisms of buybacks, including that companies use them to manipulate their share prices. But those criticisms haven't been necessarily proven by the data, according to Guest. \"Some argue they're associated with excessive executive compensation and that companies that buy back don't have as much cash available to take advantage of investment opportunities, thereby sacrificing growth and ultimately profitability,\" he said. \"But our evidence comparing both companies that repurchased and companies that don't repurchase shares didn't find any large-scale, on average, evidence of those things.\"Some of the biggest buyback news of this earnings cycle came from Alphabet (GOOG, GOOGL). If Google's $70 billion buyback announcement seems big, it is — sort of, VerityData analyst Ali Ragih said.\"$70 billion is slightly large for them, but not when you compare and adjust market-wide,\" he said. \"The best way to think about $70 billion is to compare against the market cap because you can better normalize market-wide. $70 billion is equal to 5.2% of the market cap at Google.\"Likewise, Apple (AAPL) also announced it would buy back $90 billion in stock this week.Why companies buy back stock – and when they shouldSo why do these companies do stock buybacks? \"Repurchases have more flexibility than dividends,\" Guest said. \"They're easier to temporarily cut during downtime, and repurchasing shares reduces the amount of cash that could be misused on management's pet projects.\"Another reason, Guest added, is that \"managers and others — the board, for example — can use repurchased shares to compensate employees. So those seem to be the benefits, as opposed to improving long-term profitability or creating additional investment opportunities.\"It's worth doing buybacks when management thinks the company's valuation is low, Ragih said.\"The best time to do a buyback is when the valuation is low because companies get the most bang for their buyback,\" he told Yahoo Finance. \"If Google spends $15 billion, they’d want to get the most amount of shares for that $15 billion – lower stock price will get them more shares for the same overall dollar value of spend.\"It's even more worthwhile if the company in question has the cash, which Alphabet does, Ragih added.\"Google has a high amount of free cash flow and not much else to spend it on, so it’s appropriate to return cash to shareholders,\" he said. \"To boil it down, after they pay for organic investments, they still have a lot of cash left each quarter. The cash balance is about $100 billion so they defer to buybacks.\"However, buyback backlash has increased in recent years. Critics say that they enrich companies and executives without improving the overall economy. So over time, shareholders may see fewer buybacks if that trend continues. \"If the disincentives increase — for example, if we get this 4% tax or other limits on what managers can do in terms of selling their own shares after the company has bought back shares, and other potential restrictions — then some firms might decide to retain the cash instead or switch to dividends, which both could have negative consequences,\" Guest said. \"For example, dividends, as we know, are taxed as income tax, ... whereas repurchases typically generate a capital gain. So that could create some additional costs for shareholders.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947848597,"gmtCreate":1682985477719,"gmtModify":1682985480653,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947848597","repostId":"1171132791","repostType":2,"repost":{"id":"1171132791","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1682980741,"share":"https://ttm.financial/m/news/1171132791?lang=&edition=fundamental","pubTime":"2023-05-02 06:39","market":"us","language":"en","title":"Wall Street Near Flat After First Republic News, Awaiting Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1171132791","media":"Reuters","summary":"(Reuters) - U.S. stocks ended little changed on Monday as investors took in the weekend auction of F","content":"<html><head></head><body><p>(Reuters) - U.S. stocks ended little changed on Monday as investors took in the weekend auction of <a href=\"https://laohu8.com/S/FRC\">First Republic Bank <u></a></u> and braced for this week's expected interest rate hike from the Federal Reserve.</p><p style=\"text-align: start;\">The <a href=\"https://laohu8.com/S/KRX\">KBW regional banking index </a> dropped 2.7%, while shares of <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase & Co </a>, which won the auction of failed lender First Republic, rose 2.1%.</p><p style=\"text-align: start;\">JPMorgan will pay the U.S. Federal Deposit Insurance Corp $10.6 billion to take control of most of the regional bank's assets.</p><p>Investors have been on edge about the banking system's health following the collapse of two other regional banks in March.</p><p style=\"text-align: start;\">"Hopefully this is sort of the last of the banking crisis, but something else might surface at some point," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.</p><p style=\"text-align: start;\">Market watchers also digested the latest economic news, which suggested to some that the Fed may need to stick to its tightening cycle for the near term. The Institute for Supply Management (ISM) said on Monday its manufacturing PMI rose last month from March.</p><p>The Fed, which has been raising rates to cool inflation, is expected to hike rates an additional 25 basis points on Wednesday.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) fell 46.46 points, or 0.14%, to 34,051.7; the S&P 500 (.SPX) lost 1.61 points, or 0.04%, at 4,167.87; and the Nasdaq Composite (.IXIC) dropped 13.99 points, or 0.11%, to 12,212.60.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34553f94e16cdea17a7cc3b1e3c2757d\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>Energy (.SPNY) was down the most of the major S&P 500 sectors, falling 1.3% as crude oil prices declined , .</p><p style=\"text-align: start;\">Recent earnings, however, provided some lingering optimism for investors, Ghriskey said. First-quarter results from S&P 500 companies have mostly beaten expectations, easing economic concerns.</p><p style=\"text-align: start;\">"We've had good earnings relative to expectations. Analysts for now have backed off of lowering estimates," he said. "If we could have rates at this level ... and corporate America continue to deliver, it's very positive."</p><p>Recent upbeat earnings from Alphabet Inc (GOOGL.O), Microsoft Corp (MSFT.O) and Meta Platforms Inc (META.O) helped the benchmark S&P 500 notch its second consecutive month of gains on Friday.</p><p style=\"text-align: start;\">The S&P 500 technology index (.SPLRCT) climbed 0.2% on Monday, offsetting some of the day's weakness.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 10.24 billion shares, compared with the 10.37 billion average for the full session over the last 20 trading days.</p><p style=\"text-align: start;\">Declining issues outnumbered advancers on the NYSE by a 1.36-to-1 ratio; on Nasdaq, a 1.17-to-1 ratio favored decliners.</p><p style=\"text-align: start;\">The S&P 500 posted 35 new 52-week highs and one new low; the Nasdaq Composite recorded 88 new highs and 188 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Near Flat After First Republic News, Awaiting Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Near Flat After First Republic News, Awaiting Fed\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\">2023-05-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks ended little changed on Monday as investors took in the weekend auction of <a href=\"https://laohu8.com/S/FRC\">First Republic Bank <u></a></u> and braced for this week's expected interest rate hike from the Federal Reserve.</p><p style=\"text-align: start;\">The <a href=\"https://laohu8.com/S/KRX\">KBW regional banking index </a> dropped 2.7%, while shares of <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase & Co </a>, which won the auction of failed lender First Republic, rose 2.1%.</p><p style=\"text-align: start;\">JPMorgan will pay the U.S. Federal Deposit Insurance Corp $10.6 billion to take control of most of the regional bank's assets.</p><p>Investors have been on edge about the banking system's health following the collapse of two other regional banks in March.</p><p style=\"text-align: start;\">"Hopefully this is sort of the last of the banking crisis, but something else might surface at some point," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.</p><p style=\"text-align: start;\">Market watchers also digested the latest economic news, which suggested to some that the Fed may need to stick to its tightening cycle for the near term. The Institute for Supply Management (ISM) said on Monday its manufacturing PMI rose last month from March.</p><p>The Fed, which has been raising rates to cool inflation, is expected to hike rates an additional 25 basis points on Wednesday.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) fell 46.46 points, or 0.14%, to 34,051.7; the S&P 500 (.SPX) lost 1.61 points, or 0.04%, at 4,167.87; and the Nasdaq Composite (.IXIC) dropped 13.99 points, or 0.11%, to 12,212.60.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34553f94e16cdea17a7cc3b1e3c2757d\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>Energy (.SPNY) was down the most of the major S&P 500 sectors, falling 1.3% as crude oil prices declined , .</p><p style=\"text-align: start;\">Recent earnings, however, provided some lingering optimism for investors, Ghriskey said. First-quarter results from S&P 500 companies have mostly beaten expectations, easing economic concerns.</p><p style=\"text-align: start;\">"We've had good earnings relative to expectations. Analysts for now have backed off of lowering estimates," he said. "If we could have rates at this level ... and corporate America continue to deliver, it's very positive."</p><p>Recent upbeat earnings from Alphabet Inc (GOOGL.O), Microsoft Corp (MSFT.O) and Meta Platforms Inc (META.O) helped the benchmark S&P 500 notch its second consecutive month of gains on Friday.</p><p style=\"text-align: start;\">The S&P 500 technology index (.SPLRCT) climbed 0.2% on Monday, offsetting some of the day's weakness.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 10.24 billion shares, compared with the 10.37 billion average for the full session over the last 20 trading days.</p><p style=\"text-align: start;\">Declining issues outnumbered advancers on the NYSE by a 1.36-to-1 ratio; on Nasdaq, a 1.17-to-1 ratio favored decliners.</p><p style=\"text-align: start;\">The S&P 500 posted 35 new 52-week highs and one new low; the Nasdaq Composite recorded 88 new highs and 188 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171132791","content_text":"(Reuters) - U.S. stocks ended little changed on Monday as investors took in the weekend auction of First Republic Bank and braced for this week's expected interest rate hike from the Federal Reserve.The KBW regional banking index dropped 2.7%, while shares of JPMorgan Chase & Co , which won the auction of failed lender First Republic, rose 2.1%.JPMorgan will pay the U.S. Federal Deposit Insurance Corp $10.6 billion to take control of most of the regional bank's assets.Investors have been on edge about the banking system's health following the collapse of two other regional banks in March.\"Hopefully this is sort of the last of the banking crisis, but something else might surface at some point,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.Market watchers also digested the latest economic news, which suggested to some that the Fed may need to stick to its tightening cycle for the near term. The Institute for Supply Management (ISM) said on Monday its manufacturing PMI rose last month from March.The Fed, which has been raising rates to cool inflation, is expected to hike rates an additional 25 basis points on Wednesday.The Dow Jones Industrial Average (.DJI) fell 46.46 points, or 0.14%, to 34,051.7; the S&P 500 (.SPX) lost 1.61 points, or 0.04%, at 4,167.87; and the Nasdaq Composite (.IXIC) dropped 13.99 points, or 0.11%, to 12,212.60.Energy (.SPNY) was down the most of the major S&P 500 sectors, falling 1.3% as crude oil prices declined , .Recent earnings, however, provided some lingering optimism for investors, Ghriskey said. First-quarter results from S&P 500 companies have mostly beaten expectations, easing economic concerns.\"We've had good earnings relative to expectations. Analysts for now have backed off of lowering estimates,\" he said. \"If we could have rates at this level ... and corporate America continue to deliver, it's very positive.\"Recent upbeat earnings from Alphabet Inc (GOOGL.O), Microsoft Corp (MSFT.O) and Meta Platforms Inc (META.O) helped the benchmark S&P 500 notch its second consecutive month of gains on Friday.The S&P 500 technology index (.SPLRCT) climbed 0.2% on Monday, offsetting some of the day's weakness.Volume on U.S. exchanges was 10.24 billion shares, compared with the 10.37 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancers on the NYSE by a 1.36-to-1 ratio; on Nasdaq, a 1.17-to-1 ratio favored decliners.The S&P 500 posted 35 new 52-week highs and one new low; the Nasdaq Composite recorded 88 new highs and 188 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947884381,"gmtCreate":1682922715843,"gmtModify":1682922719861,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947884381","repostId":"1139971500","repostType":2,"repost":{"id":"1139971500","kind":"news","pubTimestamp":1682898506,"share":"https://ttm.financial/m/news/1139971500?lang=&edition=fundamental","pubTime":"2023-05-01 07:48","market":"us","language":"en","title":"Charlie Munger: US Banks Are \"Full of\" Bad Commercial Property Loans","url":"https://stock-news.laohu8.com/highlight/detail?id=1139971500","media":"Financial Times","summary":"Charlie Munger has warned of a brewing storm in the US commercial property market, with American ban","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421f865ff9ae1b182c5661175627c32a\" alt=\" \t\" title=\" \t\" tg-width=\"700\" tg-height=\"394\"/><span> \t</span></p><p>Charlie Munger has warned of a brewing storm in the US commercial property market, with American banks “full of” what he said were “bad loans” as property prices fall.</p><p>The comments from the 99-year-old investor and sidekick to billionaire Warren Buffett come as turmoil ripples through the country’s financial system, which is reckoning with a potential commercial property crash following a handful of bank failures.</p><p>“It’s not nearly as bad as it was in 2008,” the Berkshire Hathaway vice-chair told the Financial Times in an interview. “But trouble happens to banking just like trouble happens everywhere else. In the good times you get into bad habits . . . When bad times come they lose too much.”</p><p>Munger was speaking on the veranda of his home in Greater Wilshire, a leafy neighbourhood of Los Angeles where he has lived for 60 years since he designed the property himself.</p><p>Dressed in a plaid shirt, Munger held court from his wheelchair as the travails of ailing California-based bank First Republic were playing out in real time on a television screen airing CNBC in the background.</p><p>Berkshire has a long history of supporting US banks through periods of financial instability. The sprawling industrials-to-insurance behemoth invested $5bn in Goldman Sachs during the 2007-08 financial crisis and a similar sum in Bank of America in 2011.</p><p>But the company has so far stayed on the sidelines of the current bout of turmoil, during which Silicon Valley Bank and Signature Bank collapsed. “Berkshire has made some bank investments that worked out very well for us,” said Munger. “We’ve had some disappointment in banks, too. It’s not that damned easy to run a bank intelligently, there are a lot of temptations to do the wrong thing.”</p><p>Their reticence stems in part from lurking risks in banks’ vast portfolios of commercial property loans. “A lot of real estate isn’t so good any more,” Munger said. “We have a lot of troubled office buildings, a lot of troubled shopping centres, a lot of troubled other properties. There’s a lot of agony out there.”</p><p>He noted that banks were already pulling back from lending to commercial developers. “Every bank in the country is way tighter on real estate loans today than they were six months ago,” he said. “They all seem [to be] too much trouble.”</p><p>Munger grew up in Omaha, Nebraska, a few hundred feet from where Buffett now lives. The two met in 1959, when Buffett was 28 and Munger 35. Munger, who at one point worked in a grocery store owned by Buffett’s grandfather, trained as a lawyer before being coaxed into investment by his soon-to-be partner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67b9dc3399d647d6e77df5fadee12f22\" title=\"Berkshire Hathaway chair Warren Buffett, left, and vice-chair Charlie Munger have known each other since 1959\" tg-width=\"700\" tg-height=\"466\"/><span>Berkshire Hathaway chair Warren Buffett, left, and vice-chair Charlie Munger have known each other since 1959</span></p><p>Buffett has credited Munger with encouraging him to move on from the “cigar-butt strategy” espoused by his mentor Benjamin Graham, which involved buying cheap stocks akin to a discarded cigar where just a single puff of value remained.</p><p>In 2015, Buffett wrote in the conglomerate’s 50th annual letter: “The blueprint he [Munger] gave me was simple: Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices.”</p><p>This approach has served them well. Berkshire has generated compounded annual returns of nearly 20 per cent, twice the rate of the benchmark S&P 500 stock index, since 1965.</p><p>“We were a creature of a particular time and a perfect set of opportunities,” said Munger, adding he had lived during “a perfect period to be a common stock investor”.</p><p>He and Buffett had benefited “by and large [from] low interest rates, low equity values, ample opportunities ”, he said.</p><p>Munger said he had made most of his money from just four investments: Berkshire, retailer Costco, his investment in a fund managed by Li Lu’s Himalaya Capital and Afton Properties, a real estate venture that owns apartment buildings in California and New Jersey. Forbes estimates his wealth at $2.4bn.</p><p>“It’s the nature of things that a very intelligent man working hard maybe gets three, four, five really good long-term opportunities of buying great companies at a cheap price,” he said. “It happens rarely.”</p><p>Ahead of the company’s annual meeting on Saturday, tens of thousands of Berkshire shareholders will descend on Omaha to hear from the two nonagenarian investors as they attend something akin to a festival of capitalism.</p><p>But Munger warned that the golden age for investing was over and investors would need to contend with a period of lower returns.</p><p>“It’s gotten very tough to have anything like the returns that were obtained in the past,” he said, pointing to higher interest rates and a crowded field of investors chasing bargains and looking for companies with inefficiencies.</p><p>“[At] the exact time that the game is getting tougher we’ve got more and more people trying to play it,” he said.</p><p>Berkshire has struggled to find worthwhile investments at times over the past decade, a fact epitomised by a cash balance that often sits in excess of $100bn and the choice by the company to buy back tens of billions of dollars of its own shares.</p><p>Munger also took aim at his own industry, hitting out at a “glut of investment managers that’s bad for the country”. Many of them are little more than “fortune tellers or astrologers who are dragging money out of their clients’ accounts, which [is] not being earned by any useful service”.</p><p>He had harsh words for buyout groups as well. “There’s too much private equity, too many buyers of all kinds . . it’s making it a very tough game for everybody.”</p><p>“The people getting the fees are still doing well,” he said of private equity fund managers. But he warned: “People that aren’t being served very well by paying all those fees may eventually be unwilling to pay them.”</p><p>Where Buffett has emphatically told Berkshire shareholders to “never bet against America”, Munger is more cautious. “I do not think that we can take it as a given that American democracy will prosper and flourish forever,” he said. “But I think we’ll stumble through pretty well for quite a while yet.”</p><p>On his own imprint on the world, Munger said: “I would like my legacy to be a more relentless determination to develop and use what I call an uncommon sense.”</p></body></html>","source":"lsy1580170736413","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>Charlie Munger: US Banks Are \"Full of\" Bad Commercial Property Loans</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCharlie Munger: US Banks Are \"Full of\" Bad Commercial Property Loans\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 07:48 GMT+8 <a href=https://www.ft.com/content/da9f8230-2eb1-49c5-b63a-f1507936d01b><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Charlie Munger has warned of a brewing storm in the US commercial property market, with American banks “full of” what he said were “bad loans” as property prices fall.The comments from the 99-year-old...</p>\n\n<a href=\"https://www.ft.com/content/da9f8230-2eb1-49c5-b63a-f1507936d01b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","WFC":"富国银行","BRK.A":"伯克希尔","BAC":"美国银行","BRK.B":"伯克希尔B","BX":"黑石","C":"花旗"},"source_url":"https://www.ft.com/content/da9f8230-2eb1-49c5-b63a-f1507936d01b","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139971500","content_text":"Charlie Munger has warned of a brewing storm in the US commercial property market, with American banks “full of” what he said were “bad loans” as property prices fall.The comments from the 99-year-old investor and sidekick to billionaire Warren Buffett come as turmoil ripples through the country’s financial system, which is reckoning with a potential commercial property crash following a handful of bank failures.“It’s not nearly as bad as it was in 2008,” the Berkshire Hathaway vice-chair told the Financial Times in an interview. “But trouble happens to banking just like trouble happens everywhere else. In the good times you get into bad habits . . . When bad times come they lose too much.”Munger was speaking on the veranda of his home in Greater Wilshire, a leafy neighbourhood of Los Angeles where he has lived for 60 years since he designed the property himself.Dressed in a plaid shirt, Munger held court from his wheelchair as the travails of ailing California-based bank First Republic were playing out in real time on a television screen airing CNBC in the background.Berkshire has a long history of supporting US banks through periods of financial instability. The sprawling industrials-to-insurance behemoth invested $5bn in Goldman Sachs during the 2007-08 financial crisis and a similar sum in Bank of America in 2011.But the company has so far stayed on the sidelines of the current bout of turmoil, during which Silicon Valley Bank and Signature Bank collapsed. “Berkshire has made some bank investments that worked out very well for us,” said Munger. “We’ve had some disappointment in banks, too. It’s not that damned easy to run a bank intelligently, there are a lot of temptations to do the wrong thing.”Their reticence stems in part from lurking risks in banks’ vast portfolios of commercial property loans. “A lot of real estate isn’t so good any more,” Munger said. “We have a lot of troubled office buildings, a lot of troubled shopping centres, a lot of troubled other properties. There’s a lot of agony out there.”He noted that banks were already pulling back from lending to commercial developers. “Every bank in the country is way tighter on real estate loans today than they were six months ago,” he said. “They all seem [to be] too much trouble.”Munger grew up in Omaha, Nebraska, a few hundred feet from where Buffett now lives. The two met in 1959, when Buffett was 28 and Munger 35. Munger, who at one point worked in a grocery store owned by Buffett’s grandfather, trained as a lawyer before being coaxed into investment by his soon-to-be partner.Berkshire Hathaway chair Warren Buffett, left, and vice-chair Charlie Munger have known each other since 1959Buffett has credited Munger with encouraging him to move on from the “cigar-butt strategy” espoused by his mentor Benjamin Graham, which involved buying cheap stocks akin to a discarded cigar where just a single puff of value remained.In 2015, Buffett wrote in the conglomerate’s 50th annual letter: “The blueprint he [Munger] gave me was simple: Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices.”This approach has served them well. Berkshire has generated compounded annual returns of nearly 20 per cent, twice the rate of the benchmark S&P 500 stock index, since 1965.“We were a creature of a particular time and a perfect set of opportunities,” said Munger, adding he had lived during “a perfect period to be a common stock investor”.He and Buffett had benefited “by and large [from] low interest rates, low equity values, ample opportunities ”, he said.Munger said he had made most of his money from just four investments: Berkshire, retailer Costco, his investment in a fund managed by Li Lu’s Himalaya Capital and Afton Properties, a real estate venture that owns apartment buildings in California and New Jersey. Forbes estimates his wealth at $2.4bn.“It’s the nature of things that a very intelligent man working hard maybe gets three, four, five really good long-term opportunities of buying great companies at a cheap price,” he said. “It happens rarely.”Ahead of the company’s annual meeting on Saturday, tens of thousands of Berkshire shareholders will descend on Omaha to hear from the two nonagenarian investors as they attend something akin to a festival of capitalism.But Munger warned that the golden age for investing was over and investors would need to contend with a period of lower returns.“It’s gotten very tough to have anything like the returns that were obtained in the past,” he said, pointing to higher interest rates and a crowded field of investors chasing bargains and looking for companies with inefficiencies.“[At] the exact time that the game is getting tougher we’ve got more and more people trying to play it,” he said.Berkshire has struggled to find worthwhile investments at times over the past decade, a fact epitomised by a cash balance that often sits in excess of $100bn and the choice by the company to buy back tens of billions of dollars of its own shares.Munger also took aim at his own industry, hitting out at a “glut of investment managers that’s bad for the country”. Many of them are little more than “fortune tellers or astrologers who are dragging money out of their clients’ accounts, which [is] not being earned by any useful service”.He had harsh words for buyout groups as well. “There’s too much private equity, too many buyers of all kinds . . it’s making it a very tough game for everybody.”“The people getting the fees are still doing well,” he said of private equity fund managers. But he warned: “People that aren’t being served very well by paying all those fees may eventually be unwilling to pay them.”Where Buffett has emphatically told Berkshire shareholders to “never bet against America”, Munger is more cautious. “I do not think that we can take it as a given that American democracy will prosper and flourish forever,” he said. “But I think we’ll stumble through pretty well for quite a while yet.”On his own imprint on the world, Munger said: “I would like my legacy to be a more relentless determination to develop and use what I call an uncommon sense.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947894932,"gmtCreate":1682820103227,"gmtModify":1682820107647,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947894932","repostId":"2331509993","repostType":2,"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947803831,"gmtCreate":1682753927124,"gmtModify":1682753934871,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9947803831","repostId":"1105388171","repostType":2,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947118099,"gmtCreate":1682665358611,"gmtModify":1682665362730,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947118099","repostId":"1177186065","repostType":2,"repost":{"id":"1177186065","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1682663121,"share":"https://ttm.financial/m/news/1177186065?lang=&edition=fundamental","pubTime":"2023-04-28 14:25","market":"us","language":"en","title":"Sony Posts Record Annual Profit Driven By Chip, Music Units","url":"https://stock-news.laohu8.com/highlight/detail?id=1177186065","media":"Reuters","summary":"TOKYO, April 28 (Reuters) - Sony Group Corp on Friday posted a record annual profit due to strong pe","content":"<html><head></head><body><p>TOKYO, April 28 (Reuters) - Sony Group Corp on Friday posted a record annual profit due to strong performance at its music and microchip units, but the company predicted a smaller profit for the year to next March.</p><p style=\"text-align: start;\">Operating profit at the Japanese electronics and entertainment conglomerate came to 1.21 trillion yen ($8.96 billion) for the year ended March 31, up 0.5% on the year.</p><p style=\"text-align: start;\">For the current business year, Sony expects its operating profit to fall 3.2% to 1.17 trillion yen. That compares with analysts' average estimate of a 1.275 trillion yen profit, according to Refinitiv data.</p><p>Sony, which competes with Xbox maker Microsoft Corp and Switch provider Nintendo Co Ltd, sold 19.1 million units of the PlayStation 5 (PS5) videogame machine in the past business year, up from 11.5 million a year earlier.</p><p style=\"text-align: start;\">Sony struggled to meet PS5 demand earlier in the previous business year due to supply chain problems, but managed to boost console output later as parts supply improved.</p><p style=\"text-align: start;\">($1 = 135.0400 yen)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sony Posts Record Annual Profit Driven By Chip, Music Units</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\">\nSony Posts Record Annual Profit Driven By Chip, Music Units\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\">2023-04-28 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TOKYO, April 28 (Reuters) - Sony Group Corp on Friday posted a record annual profit due to strong performance at its music and microchip units, but the company predicted a smaller profit for the year to next March.</p><p style=\"text-align: start;\">Operating profit at the Japanese electronics and entertainment conglomerate came to 1.21 trillion yen ($8.96 billion) for the year ended March 31, up 0.5% on the year.</p><p style=\"text-align: start;\">For the current business year, Sony expects its operating profit to fall 3.2% to 1.17 trillion yen. That compares with analysts' average estimate of a 1.275 trillion yen profit, according to Refinitiv data.</p><p>Sony, which competes with Xbox maker Microsoft Corp and Switch provider Nintendo Co Ltd, sold 19.1 million units of the PlayStation 5 (PS5) videogame machine in the past business year, up from 11.5 million a year earlier.</p><p style=\"text-align: start;\">Sony struggled to meet PS5 demand earlier in the previous business year due to supply chain problems, but managed to boost console output later as parts supply improved.</p><p style=\"text-align: start;\">($1 = 135.0400 yen)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177186065","content_text":"TOKYO, April 28 (Reuters) - Sony Group Corp on Friday posted a record annual profit due to strong performance at its music and microchip units, but the company predicted a smaller profit for the year to next March.Operating profit at the Japanese electronics and entertainment conglomerate came to 1.21 trillion yen ($8.96 billion) for the year ended March 31, up 0.5% on the year.For the current business year, Sony expects its operating profit to fall 3.2% to 1.17 trillion yen. That compares with analysts' average estimate of a 1.275 trillion yen profit, according to Refinitiv data.Sony, which competes with Xbox maker Microsoft Corp and Switch provider Nintendo Co Ltd, sold 19.1 million units of the PlayStation 5 (PS5) videogame machine in the past business year, up from 11.5 million a year earlier.Sony struggled to meet PS5 demand earlier in the previous business year due to supply chain problems, but managed to boost console output later as parts supply improved.($1 = 135.0400 yen)","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947094036,"gmtCreate":1682326908725,"gmtModify":1682326913148,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947094036","repostId":"2329231430","repostType":2,"repost":{"id":"2329231430","kind":"highlight","pubTimestamp":1682349633,"share":"https://ttm.financial/m/news/2329231430?lang=&edition=fundamental","pubTime":"2023-04-24 23:20","market":"us","language":"en","title":"These 3 Hot Tech Names Could Be Trillion-Dollar Stocks by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2329231430","media":"Motley Fool","summary":"Leading products and friendly tailwinds could drive these tech heavyweights to new heights.","content":"<html><head></head><body><p>The stock market generally marches higher over time, but the circle of trillion-dollar stocks is still pretty exclusive, an honor just a few companies enjoy. However, that club should grow larger over time -- the trillion-dollar question is which companies will hit that milestone.</p><p>Three Fools have sifted the market for some proven winners with the upside potential for years of growth, making them excellent candidates for a long-term portfolio. Here is why <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, <a href=\"https://laohu8.com/S/ASML\">ASML Holding </a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> could deliver handsome returns over the next decade.</p><h2>With a $685 billion market cap, Nvidia is already within striking distance of the $1 trillion club</h2><p><strong>Jake Lerch (Nvidia):</strong> Ten years ago, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s market cap stood at just over $7 billion. Today, it's more than $685 billion. What's behind the nearly 100x increase in value? In short, Nvidia is one of the driving forces behind today's -- <em>and tomorrow's</em> -- cutting-edge technology.</p><p>Nvidia's graphics and mobile processors have already found a home in PCs, gaming devices, workstations, data centers, and mobile devices. There is, however, so much more room to grow.</p><p>Secular growth trends, such as artificial intelligence (AI), autonomous driving, and cloud computing, will keep Nvidia's products in high demand for years to come. After all, Nvidia's chips are often the brain behind the coolest new feature or device -- whether that's better graphics on a gaming console, a smarter AI, or an innovative safety feature in an automobile.</p><p>And that's part of why Wall Street analysts remain so bullish on Nvidia. Despite having grown revenue at an average rate of 24% over the last 10 years, analysts expect the blistering growth to persist, with 11.5% revenue growth for this year and 24.5% the year after.</p><p>With that type of growth, it's reasonable to think Nvidia's stock could easily rise 50% from its current level. That would bring the company's overall market cap to $1.027 trillion -- joining the likes of <strong>Apple</strong>, <strong>Microsoft</strong>, <strong>Alphabet</strong>, and <strong>Amazon</strong> in the Trillion dollar club.</p><h2>Don't count out this "unknown" tech giant</h2><p><strong>Will Healy</strong> <strong>(ASML): </strong>Given the hype surrounding better-known semiconductor stocks, Netherlands-based <a href=\"https://laohu8.com/S/ASML\">ASML</a> describes itself as the "most important tech company you've never heard of" due to its role in the chip industry.</p><p>It leads its industry in extreme ultraviolet lithography (EUV), the technology that powers the world's most advanced chip manufacturing processes. Companies like <a href=\"https://laohu8.com/S/TSMC\">Taiwan Semiconductor</a> and Samsung cannot produce their most powerful chips without ASML's EUV technology, giving ASML a competitive advantage over peers such as <strong>Lam Research</strong> and <strong>Applied Materials</strong>.</p><p>At a market cap of just over $250 billion, it will have to double in value twice over the next seven years for its market cap to reach $1 trillion. However, TSMC, Samsung, and <strong>Intel</strong> have pledged hundreds of billions of dollars to construct additional fabs to power the latest technology and diversify the manufacturing base away from Taiwan.</p><p>Due to this rising demand for EUV machines, the company expects annual revenue to grow to between 44 billion euros and 60 billion euros ($48 billion to $66 billion) by 2030. This means considerable growth compared to the 21 billion euros ($23 billion) in revenue ASML generated in 2022. Still, the 6.7 billion euros ($7.4 billion) in revenue for the first quarter of 2023 indicates it is well on its way to meeting that 2030 revenue goal.</p><p>Moreover, ASML earned 5.6 billion euros ($6.2 billion) in 2022, more than double the 2.6 billion euros ($2.8 billion) in 2018. The increase in gross margins from 46% to 50.5% during that time considerably boosted its profits, and a 50.6% gross margin in Q1 2023 indicates margin expansions are continuing. Additionally, for 2030, ASML predicts gross margins will rise to the 56% to 60% range, increasing the chances it will double its income at the same or possibly a heightened pace.</p><p>This is significant because doubling its income twice would take its annual earnings to approximately 22 billion euros, or $24 billion, in 2030. At that income level, it must reach a price-to-earnings (P/E) ratio of 42 to attain a $1 trillion market cap. Fortunately for ASML, it now sells for 42 times its earnings, and its P/E ratio often exceeded 50 during the most recent bull market.</p><p>Admittedly, a lot can happen in seven years. But as conditions stand now, rising chip demand means the world needs more of ASML's technology. If the company can maintain its income growth and valuation until 2030, $1 trillion is within reach.</p><h2>Meta's ruthless efficiency is good news for your portfolio</h2><p><strong>Justin Pope (Meta Platforms)</strong>: Remember when Wall Street declared <a href=\"https://laohu8.com/S/META\">Meta</a>'s golden years were over? That Mark Zuckerberg had lost his touch, spending billions on his metaverse projects? You don't hear that anymore now that shares have risen nearly 80% since the start of 2023. The good news is that Meta isn't delivering flukey returns. Instead, the market is celebrating the company's decision to tighten spending, cut costs, and squeeze profits from its dominant family of social media apps.</p><p>Meta has announced multiple rounds of layoffs, shedding roughly 25,000 jobs across three rounds of cuts. The job cuts, combined with some spending reductions, should lower Meta's total 2023 expenses to $89 billion to $95 billion from $94 billion to $100 billion. While you shouldn't want Meta going too far and suffocating innovation, it acknowledges that the company had grown bloated.</p><p>This sets the stage for Meta's family of apps to continue raking in big profits. Monthly users across Facebook, Instagram, and WhatsApp continue growing, increasing 4% year over year in Q4 to 3.74 billion. Political pressure on TikTok has proven a tailwind for Meta's short-term video product -- Reels activity more than doubled from 2021 to 2022.</p><p>Social media looks like it's going nowhere, which could continue driving steady earnings growth for Meta. A rebound in Meta's ad business, continued user growth, monetization from Reels, and future innovations can help grow the bottom line.</p><p>With a market cap of over $500 billion, Meta must double its earnings-per-share (EPS) by 2030 and hold its valuation (which remains very reasonable) to hit a trillion-dollar market cap. Analysts expect nearly 11% annual EPS growth over the next three to five years, so Meta has a very realistic shot of delivering for shareholders.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Hot Tech Names Could Be Trillion-Dollar Stocks by 2030</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\">\nThese 3 Hot Tech Names Could Be Trillion-Dollar Stocks by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:20 GMT+8 <a href=https://www.fool.com/investing/2023/04/23/these-3-hot-tech-names-could-be-trillion-dollar-st/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market generally marches higher over time, but the circle of trillion-dollar stocks is still pretty exclusive, an honor just a few companies enjoy. However, that club should grow larger over...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/23/these-3-hot-tech-names-could-be-trillion-dollar-st/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","NVDA":"英伟达","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2023/04/23/these-3-hot-tech-names-could-be-trillion-dollar-st/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329231430","content_text":"The stock market generally marches higher over time, but the circle of trillion-dollar stocks is still pretty exclusive, an honor just a few companies enjoy. However, that club should grow larger over time -- the trillion-dollar question is which companies will hit that milestone.Three Fools have sifted the market for some proven winners with the upside potential for years of growth, making them excellent candidates for a long-term portfolio. Here is why Nvidia , ASML Holding , and Meta Platforms could deliver handsome returns over the next decade.With a $685 billion market cap, Nvidia is already within striking distance of the $1 trillion clubJake Lerch (Nvidia): Ten years ago, Nvidia's market cap stood at just over $7 billion. Today, it's more than $685 billion. What's behind the nearly 100x increase in value? In short, Nvidia is one of the driving forces behind today's -- and tomorrow's -- cutting-edge technology.Nvidia's graphics and mobile processors have already found a home in PCs, gaming devices, workstations, data centers, and mobile devices. There is, however, so much more room to grow.Secular growth trends, such as artificial intelligence (AI), autonomous driving, and cloud computing, will keep Nvidia's products in high demand for years to come. After all, Nvidia's chips are often the brain behind the coolest new feature or device -- whether that's better graphics on a gaming console, a smarter AI, or an innovative safety feature in an automobile.And that's part of why Wall Street analysts remain so bullish on Nvidia. Despite having grown revenue at an average rate of 24% over the last 10 years, analysts expect the blistering growth to persist, with 11.5% revenue growth for this year and 24.5% the year after.With that type of growth, it's reasonable to think Nvidia's stock could easily rise 50% from its current level. That would bring the company's overall market cap to $1.027 trillion -- joining the likes of Apple, Microsoft, Alphabet, and Amazon in the Trillion dollar club.Don't count out this \"unknown\" tech giantWill Healy (ASML): Given the hype surrounding better-known semiconductor stocks, Netherlands-based ASML describes itself as the \"most important tech company you've never heard of\" due to its role in the chip industry.It leads its industry in extreme ultraviolet lithography (EUV), the technology that powers the world's most advanced chip manufacturing processes. Companies like Taiwan Semiconductor and Samsung cannot produce their most powerful chips without ASML's EUV technology, giving ASML a competitive advantage over peers such as Lam Research and Applied Materials.At a market cap of just over $250 billion, it will have to double in value twice over the next seven years for its market cap to reach $1 trillion. However, TSMC, Samsung, and Intel have pledged hundreds of billions of dollars to construct additional fabs to power the latest technology and diversify the manufacturing base away from Taiwan.Due to this rising demand for EUV machines, the company expects annual revenue to grow to between 44 billion euros and 60 billion euros ($48 billion to $66 billion) by 2030. This means considerable growth compared to the 21 billion euros ($23 billion) in revenue ASML generated in 2022. Still, the 6.7 billion euros ($7.4 billion) in revenue for the first quarter of 2023 indicates it is well on its way to meeting that 2030 revenue goal.Moreover, ASML earned 5.6 billion euros ($6.2 billion) in 2022, more than double the 2.6 billion euros ($2.8 billion) in 2018. The increase in gross margins from 46% to 50.5% during that time considerably boosted its profits, and a 50.6% gross margin in Q1 2023 indicates margin expansions are continuing. Additionally, for 2030, ASML predicts gross margins will rise to the 56% to 60% range, increasing the chances it will double its income at the same or possibly a heightened pace.This is significant because doubling its income twice would take its annual earnings to approximately 22 billion euros, or $24 billion, in 2030. At that income level, it must reach a price-to-earnings (P/E) ratio of 42 to attain a $1 trillion market cap. Fortunately for ASML, it now sells for 42 times its earnings, and its P/E ratio often exceeded 50 during the most recent bull market.Admittedly, a lot can happen in seven years. But as conditions stand now, rising chip demand means the world needs more of ASML's technology. If the company can maintain its income growth and valuation until 2030, $1 trillion is within reach.Meta's ruthless efficiency is good news for your portfolioJustin Pope (Meta Platforms): Remember when Wall Street declared Meta's golden years were over? That Mark Zuckerberg had lost his touch, spending billions on his metaverse projects? You don't hear that anymore now that shares have risen nearly 80% since the start of 2023. The good news is that Meta isn't delivering flukey returns. Instead, the market is celebrating the company's decision to tighten spending, cut costs, and squeeze profits from its dominant family of social media apps.Meta has announced multiple rounds of layoffs, shedding roughly 25,000 jobs across three rounds of cuts. The job cuts, combined with some spending reductions, should lower Meta's total 2023 expenses to $89 billion to $95 billion from $94 billion to $100 billion. While you shouldn't want Meta going too far and suffocating innovation, it acknowledges that the company had grown bloated.This sets the stage for Meta's family of apps to continue raking in big profits. Monthly users across Facebook, Instagram, and WhatsApp continue growing, increasing 4% year over year in Q4 to 3.74 billion. Political pressure on TikTok has proven a tailwind for Meta's short-term video product -- Reels activity more than doubled from 2021 to 2022.Social media looks like it's going nowhere, which could continue driving steady earnings growth for Meta. A rebound in Meta's ad business, continued user growth, monetization from Reels, and future innovations can help grow the bottom line.With a market cap of over $500 billion, Meta must double its earnings-per-share (EPS) by 2030 and hold its valuation (which remains very reasonable) to hit a trillion-dollar market cap. Analysts expect nearly 11% annual EPS growth over the next three to five years, so Meta has a very realistic shot of delivering for shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944471587,"gmtCreate":1682065853949,"gmtModify":1682065857459,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944471587","repostId":"2328690743","repostType":4,"repost":{"id":"2328690743","kind":"highlight","pubTimestamp":1682057363,"share":"https://ttm.financial/m/news/2328690743?lang=&edition=fundamental","pubTime":"2023-04-21 14:09","market":"us","language":"en","title":"3 Reasons Netflix Profits Will Soar This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2328690743","media":"Motley Fool","summary":"The streaming giant pointed to positive progress on three key initiatives.","content":"<html><head></head><body><p><strong>Netflix</strong> reported first-quarter earnings this week, and the market didn't appear to love the results. Shares were down 3.2% the following day.</p><p>While the streaming-giant's profit came in above expectations, top-line revenue came in slightly below, at 3.7% growth. Of note, foreign exchange hurt both revenue and profit margins. Growth would have been 8% ex-currency movements, and operating margins would have been higher.</p><p>Still, investors should view Netflix in a different way now. Whereas the company used to be a high-growth stock that traded based on subscriber and revenue growth, it's now transitioning to a moderate-growth but higher-profit company.</p><p>On the bright side, Netflix's bottom line could show an explosion of profitability in the year ahead. While the transition may be rocky, three big initiatives are kicking in this year that should lead to higher profit margins in 2023 and beyond. </p><h2>1. Advertising could be insanely profitable</h2><p>First, Netflix just rolled out its ad-supported tier in the fall of 2022. Fortunately, early signs point to this being a really good move by management.</p><p>In the first quarter, management noted engagement in the ad-supported tier was above company expectations. Even better, most of the ad-supported viewing is in incremental accounts, with "very little" switching from premium to ad-supported tiers.</p><p>Perhaps more importantly, the monetization from ads is looking up. In the U.S., average revenue per member (ARM) for the ad-supported tier, including both the lower subscription and ad revenue combined, exceeded that of subscription-only plans. Right now, Netflix only has its "basic" plans in 780p resolution qualifying for ad support, but since ads are going so successfully, Netflix is going to expand ads to 1080p resolution plans, too.</p><p>CFO Spencer Neumann said on the conference call that advertising adds an incremental 50% margin profit right now on top of subscriptions. Margin should go higher as Netflix builds out more programmatic advertising capabilities in tandem with its ad-tech partners and scales further.</p><p>Given the incremental and high-margin nature of ad revenue, the rise of ad-supported tiers at Netflix should be very good for profitability.</p><h2>2. Paid account sharing</h2><p>As some may have heard, Netflix is finally cracking down on password sharing among its customers. But rather than the wholesale cancellations of subscriptions for any member outside the household, Netflix has devised a way to meet its customers halfway.</p><p>The company has tested a "paid sharing" feature in four countries last quarter, including Canada, New Zealand, Spain, and Portugal, after initially testing the feature in Latin America. The concept works exactly like it sounds: Existing Netflix subscribers can now add two people outside the household to an account for an incremental fee that's not as high as a regular subscription.</p><p>In Canada and New Zealand, the fee was $7.99 for two accounts, 3.99 euros in Portugal and 5.99 euros in Spain. The concept is not unlike adding members to a credit card account for a lower annual fee.</p><p>Management noted that when the plans were initially offered, engagement went down as some subscribers fell off accounts. However, in a short amount of time, those prior account "borrowers" were either added back as paid shared additions or became new subscribers themselves. In the end, Netflix netted out a greater amount of paid subscription revenue after the initial drop.</p><p>In the Q1 shareholder letter, management gave an encouraging preview for this feature, which will be rolled out to the U.S. in the second quarter. They wrote: "[I]n Canada, which we believe is a reliable predictor for the US, our paid membership base is now larger than prior to the launch of paid sharing and revenue growth has accelerated and is now growing faster than in the US."</p><p>Paid sharing should add virtually costless revenue to Netflix's results as paid additions are rolled out in the U.S. this quarter, further benefiting the bottom line.</p><h2>3. Lowered content spend, and an upgrade to investment grade </h2><p>Finally, management also noted it would be spending a bit less on content this year than the $17 billion it had initially projected last quarter. And now that the company is generating greater operating profits and free cash flow, <strong>Moody's</strong> upgraded the company's debt in the first quarter to Baa3, giving Netflix an official "investment grade" rating by a majority of leading ratings agencies.</p><p>Netflix will now have lower interest expenses when refinancing debt. When combined with management's controlled content spending in line with revenue growth, both initiatives should incrementally benefit the company's bottom line.</p><h2>Netflix is now a bottom-line company</h2><p>Netflix used to be a revenue-focused growth company, but investors should now look more evenly at the company's top and bottom lines. It forecasts operating margin to expand to 18%-20% this year, up from 17.8% last year, and for $3.5 billion in free cash flow, relative to $1.6 billion in 2022.</p><p>As the effects of ad-supported tiers, paid account sharing, and lower interest costs kick in, investors should expect margins to expand well beyond this year. At about 41 times this-year's free-cash-flow estimate, shareholders will need the company to show even more incremental profitability in the future. Fortunately, management appears to be executing quite well on that front.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Netflix Profits Will Soar This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Netflix Profits Will Soar This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-21 14:09 GMT+8 <a href=https://www.fool.com/investing/2023/04/20/3-reasons-netflix-profits-will-soar-this-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix reported first-quarter earnings this week, and the market didn't appear to love the results. Shares were down 3.2% the following day.While the streaming-giant's profit came in above ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/20/3-reasons-netflix-profits-will-soar-this-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/04/20/3-reasons-netflix-profits-will-soar-this-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328690743","content_text":"Netflix reported first-quarter earnings this week, and the market didn't appear to love the results. Shares were down 3.2% the following day.While the streaming-giant's profit came in above expectations, top-line revenue came in slightly below, at 3.7% growth. Of note, foreign exchange hurt both revenue and profit margins. Growth would have been 8% ex-currency movements, and operating margins would have been higher.Still, investors should view Netflix in a different way now. Whereas the company used to be a high-growth stock that traded based on subscriber and revenue growth, it's now transitioning to a moderate-growth but higher-profit company.On the bright side, Netflix's bottom line could show an explosion of profitability in the year ahead. While the transition may be rocky, three big initiatives are kicking in this year that should lead to higher profit margins in 2023 and beyond. 1. Advertising could be insanely profitableFirst, Netflix just rolled out its ad-supported tier in the fall of 2022. Fortunately, early signs point to this being a really good move by management.In the first quarter, management noted engagement in the ad-supported tier was above company expectations. Even better, most of the ad-supported viewing is in incremental accounts, with \"very little\" switching from premium to ad-supported tiers.Perhaps more importantly, the monetization from ads is looking up. In the U.S., average revenue per member (ARM) for the ad-supported tier, including both the lower subscription and ad revenue combined, exceeded that of subscription-only plans. Right now, Netflix only has its \"basic\" plans in 780p resolution qualifying for ad support, but since ads are going so successfully, Netflix is going to expand ads to 1080p resolution plans, too.CFO Spencer Neumann said on the conference call that advertising adds an incremental 50% margin profit right now on top of subscriptions. Margin should go higher as Netflix builds out more programmatic advertising capabilities in tandem with its ad-tech partners and scales further.Given the incremental and high-margin nature of ad revenue, the rise of ad-supported tiers at Netflix should be very good for profitability.2. Paid account sharingAs some may have heard, Netflix is finally cracking down on password sharing among its customers. But rather than the wholesale cancellations of subscriptions for any member outside the household, Netflix has devised a way to meet its customers halfway.The company has tested a \"paid sharing\" feature in four countries last quarter, including Canada, New Zealand, Spain, and Portugal, after initially testing the feature in Latin America. The concept works exactly like it sounds: Existing Netflix subscribers can now add two people outside the household to an account for an incremental fee that's not as high as a regular subscription.In Canada and New Zealand, the fee was $7.99 for two accounts, 3.99 euros in Portugal and 5.99 euros in Spain. The concept is not unlike adding members to a credit card account for a lower annual fee.Management noted that when the plans were initially offered, engagement went down as some subscribers fell off accounts. However, in a short amount of time, those prior account \"borrowers\" were either added back as paid shared additions or became new subscribers themselves. In the end, Netflix netted out a greater amount of paid subscription revenue after the initial drop.In the Q1 shareholder letter, management gave an encouraging preview for this feature, which will be rolled out to the U.S. in the second quarter. They wrote: \"[I]n Canada, which we believe is a reliable predictor for the US, our paid membership base is now larger than prior to the launch of paid sharing and revenue growth has accelerated and is now growing faster than in the US.\"Paid sharing should add virtually costless revenue to Netflix's results as paid additions are rolled out in the U.S. this quarter, further benefiting the bottom line.3. Lowered content spend, and an upgrade to investment grade Finally, management also noted it would be spending a bit less on content this year than the $17 billion it had initially projected last quarter. And now that the company is generating greater operating profits and free cash flow, Moody's upgraded the company's debt in the first quarter to Baa3, giving Netflix an official \"investment grade\" rating by a majority of leading ratings agencies.Netflix will now have lower interest expenses when refinancing debt. When combined with management's controlled content spending in line with revenue growth, both initiatives should incrementally benefit the company's bottom line.Netflix is now a bottom-line companyNetflix used to be a revenue-focused growth company, but investors should now look more evenly at the company's top and bottom lines. It forecasts operating margin to expand to 18%-20% this year, up from 17.8% last year, and for $3.5 billion in free cash flow, relative to $1.6 billion in 2022.As the effects of ad-supported tiers, paid account sharing, and lower interest costs kick in, investors should expect margins to expand well beyond this year. At about 41 times this-year's free-cash-flow estimate, shareholders will need the company to show even more incremental profitability in the future. Fortunately, management appears to be executing quite well on that front.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945210942,"gmtCreate":1681482453186,"gmtModify":1681482457132,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9945210942","repostId":"1138147799","repostType":2,"repost":{"id":"1138147799","kind":"news","pubTimestamp":1681481102,"share":"https://ttm.financial/m/news/1138147799?lang=&edition=fundamental","pubTime":"2023-04-14 22:05","market":"us","language":"en","title":"Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1138147799","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of ","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Goldman Sachs double upgraded <strong>VF Corp.</strong> (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts "now weighted to the upside," the analyst tells investors in a research note.</p></li><li><p>Barclays upgraded <strong>Mosaic</strong> (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets "remain tight," and while record earnings from 2022 won't be repeated in 2023, there is "enough buckets of opportunities" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.</p></li><li><p>Compass Point upgraded <strong>Argo Blockchain</strong> (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.</p></li><li><p>JPMorgan upgraded<strong> Huya</strong> (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.</p></li><li><p>Northcoast upgraded <strong>Casey's General Stores</strong> (CASY) to Buy from Neutral with a price target of $270, up from $247.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Piper Sandler downgraded <strong>Rivian Automotive</strong> (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.</p></li><li><p>Raymond James downgraded <strong>Check Point Software</strong> (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.</p></li><li><p>BTIG downgraded <strong>ViewRay</strong> (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.</p></li><li><p>Piper Sandler downgraded <strong>Steris</strong> (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.</p></li><li><p>Maxim downgraded <strong>Biocept</strong> (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Stifel resumed coverage of <strong>Philip Morris</strong> (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers "superior growth potential" compared to both its tobacco and consumer staples peers.</p></li><li><p>Roth MKM initiated coverage of <strong>LiveOne</strong> (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen "rapid advances" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.</p></li><li><p>BMO Capital reinstated coverage of <strong>Tyson Foods</strong> (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.</p></li><li><p>Stifel resumed coverage of <strong>Lamb Weston</strong> (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the "sales recovery is compelling," while adding that it believes the multiple can continue to expand as investors "appreciate the growth and ultimate margin opportunity."</p></li><li><p>Philip MorrisStephens initiated coverage of <strong>Shift4 Payments</strong> (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.</p></li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More</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\">\nTop Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 22:05 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSN":"泰森食品","RIVN":"Rivian Automotive, Inc.","PM":"菲利普莫里斯"},"source_url":"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138147799","content_text":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts \"now weighted to the upside,\" the analyst tells investors in a research note.Barclays upgraded Mosaic (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets \"remain tight,\" and while record earnings from 2022 won't be repeated in 2023, there is \"enough buckets of opportunities\" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.Compass Point upgraded Argo Blockchain (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.JPMorgan upgraded Huya (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.Northcoast upgraded Casey's General Stores (CASY) to Buy from Neutral with a price target of $270, up from $247.Top 5 Downgrades:Piper Sandler downgraded Rivian Automotive (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.Raymond James downgraded Check Point Software (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.BTIG downgraded ViewRay (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.Piper Sandler downgraded Steris (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.Maxim downgraded Biocept (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.Top 5 Initiations:Stifel resumed coverage of Philip Morris (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers \"superior growth potential\" compared to both its tobacco and consumer staples peers.Roth MKM initiated coverage of LiveOne (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen \"rapid advances\" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.BMO Capital reinstated coverage of Tyson Foods (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.Stifel resumed coverage of Lamb Weston (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the \"sales recovery is compelling,\" while adding that it believes the multiple can continue to expand as investors \"appreciate the growth and ultimate margin opportunity.\"Philip MorrisStephens initiated coverage of Shift4 Payments (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942960457,"gmtCreate":1681106611180,"gmtModify":1681106614836,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942960457","repostId":"2326290633","repostType":2,"repost":{"id":"2326290633","kind":"highlight","pubTimestamp":1681097072,"share":"https://ttm.financial/m/news/2326290633?lang=&edition=fundamental","pubTime":"2023-04-10 11:24","market":"us","language":"en","title":"Have $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2326290633","media":"Motley Fool","summary":"Find out how these three stocks can turn your $1,000 into a long-term treasure chest.","content":"<html><head></head><body><p>Let's dive into three hidden gems that could turn your modest $1,000 into a treasure chest of long-term growth. So, buckle up, stock sleuths, and get ready for a thrill ride.</p><h2><a href=\"https://laohu8.com/S/AMD\">AMD</a>: a chip off the old blockbuster</h2><p><strong>Advanced Micro Devices</strong> (AMD -0.10%) is shining bright in the semiconductor industry nowadays, with its Ryzen processors and Radeon graphics cards putting up more than a fair fight against big-name competitors. CEO Lisa Su's leadership has been instrumental in this success, driving a culture of innovation and a commitment to excellence. Under her guidance, AMD has shed its past mistakes of overpromising and underdelivering. The company is now focused on delivering high-performance products that offer great value to customers. So if want a company that's blazing its own path through the bitterly competitive semiconductor industry, AMD might just be the ticker for you.</p><p>In the past year, AMD's stock has shown impressive resilience. Shares are trading at $110, reflecting a remarkable 52% increase from their 52-week low. This impressive performance has caught the attention of several analysts. For instance, in February 2023, Cowen analyst Matthew Ramsay reiterated an Outperform rating on AMD with a price target of $130, citing the company's strong product portfolio and opportunities in the exploding artificial intelligence (AI) market.</p><p>Moreover, the company's financial results have been on an upward trajectory. In the fourth quarter of 2022, AMD reported revenue of $4.8 billion, a 49% year-over-year increase. Earnings per share of landed at $0.54. Your average analyst would have settled for $0.52 per share. This growth was driven by robust demand for its Ryzen processors and Radeon graphics cards across various segments, including gaming, data centers, and AI applications. And the recent $50 billion Xilinx acquisition should fan the flames even harder under AMD's steam engine.</p><p>As AMD continues to innovate and expand its product offerings, the company will further cement its position in the market. The stock isn't cheap but that's for good reason. You get what you pay for, namely a high-octane growth stock with its sights set on many years of continued success across many high-growth target markets.</p><h2><a href=\"https://laohu8.com/S/SHOP\">Shopify</a>: ringing up profits</h2><p>Next in line, there's <strong>Shopify</strong>, a leading e-commerce platform that enables businesses and entrepreneurs to create and manage their online stores. It provides an all-in-one solution, including web design, payment processing, inventory management, and social media integrations.</p><p>If that sounds like a sweet business model in this age of everything going digital at an astonishing pace and e-commerce sales soaring on every continent, well, I think you're onto something. Shopify's annual sales have nearly doubled over the last two years and quintupled since 2018. Meanwhile, share prices have tumbled recently and the formerly high-flying stock suddenly looks quite affordable:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87d82e9f544e0427e2d0f541d197a5c8\" title=\"\" tg-width=\"720\" tg-height=\"410\"/></p><p>SHOP Revenue (TTM) data by YCharts</p><p>As the stock price tumbled 26% from its 52-week high, you might think this digital dynamo is down for the count. That may be true for the stock chart, but Shopify's actual business is healthy as a horse.</p><p>This is still the king of e-commerce platforms, and the long-term growth prospects in that target market are as impressive as ever. Sure, there's an inflation-inspired slowdown in pretty much every retail market right now, including online stores. But you shouldn't confuse a short-lived stagnation for a permanent pickle.</p><p>Oh, and did you know that Shopify already built AI smarts into its digital assistant, the Shop app? At a recent tech industry conference, Shopify president Harley Finkelstein explained how ChatGPT helps the app find the products you need.</p><p>"You can have a conversation with this incredible bot that is powered by ChatGPT, and you can say, 'I want to have a barbecue with [conference host] Keith, and it's going to be a Hawaiian theme, and there are so many people,'" Finkelstein said. "And you will see products you can buy with one click and actually create a full barbecue and a full party experience."</p><p>So the shopping experience is getting more helpful, even as shoppers everywhere are getting used to doing all types of business online. If that's not a perfect setup for launching Shopify's sales and profits to the moon, I don't know what is.</p><p>It's time to scoop up some shares while they're still a steal.</p><h2><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a>: sealing deal after deal</h2><p>Finally, let's dig into <strong>DocuSign</strong>, the digital document dynamo that's revolutionizing the way we sign on the dotted line. You might be scratching your head at a stock price that's down 16% from its 52-week high, but don't let that scare you. This paperless powerhouse is just getting started.</p><p>DocuSign's recent swoon is an opportunity in disguise. Despite brutal market slumps in some of DocuSign's most important client sectors such as real estate and car sales, the company's annual sales increased by 158% in the last three years. To keep up this excellent growth trajectory, DocuSign wants to expand its customer base, increase its average revenue per user, and venture into new markets like Europe and Asia. Making strides in real estate, financial services, and healthcare markets should help the company achieve these goals.</p><p>And then it's only a matter of time until market makers realize their mistake and get back to driving DocuSign's stock price higher again. Until then, DocuSign shares are trading at just 21 times forward earnings while top-line sales rose at a compound average rate of 37% over the last five years. Those shares are an absolute bargain.</p><h2>Putting your $1,000 to work</h2><p>With these three tempting tickers in your tableau, now's the time to make your move. Spread your $1,000 across AMD, Shopify, and DocuSign, or double down on your favorite for a potentially bountiful payoff somewhere down the road. Remember, fortune favors the bold, and when it comes to investing, sometimes you have to take a leap of faith. I don't mean you should take out a second mortgage and literally bet the farm, but this trio looks like good stewards of a fairly modest $1,000 pledge right now.</p><p>So, dust off your stock-picking hat, and let's leap into the future together. DocuSign, Shopify, and AMD want to come along for the ride. Let's say you decide to pick up 3 AMD shares, 5 DocuSign stubs, and 6 shares of Shopify, putting roughly $300 to work in each stock. You'd still have enough cash left over for a delightful family dinner after all that, or overweighting your favorite bargain idea with that last Benjamin.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Have $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond</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\">\nHave $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 11:24 GMT+8 <a href=https://www.fool.com/investing/2023/04/09/have-1000-these-3-stocks-could-be-bargain-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's dive into three hidden gems that could turn your modest $1,000 into a treasure chest of long-term growth. So, buckle up, stock sleuths, and get ready for a thrill ride.AMD: a chip off the old ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/09/have-1000-these-3-stocks-could-be-bargain-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4528":"SaaS概念","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SHOP":"Shopify Inc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMD":"美国超微公司","BK4585":"ETF&股票定投概念","BK4523":"印度概念","BK4534":"瑞士信贷持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4575":"芯片概念","BK4566":"资本集团","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4587":"ChatGPT概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4524":"宅经济概念","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4116":"互联网服务与基础架构","BK4141":"半导体产品","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4573":"虚拟现实","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","DOCU":"Docusign","BK4512":"苹果概念","BK4099":"汽车制造商","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"source_url":"https://www.fool.com/investing/2023/04/09/have-1000-these-3-stocks-could-be-bargain-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326290633","content_text":"Let's dive into three hidden gems that could turn your modest $1,000 into a treasure chest of long-term growth. So, buckle up, stock sleuths, and get ready for a thrill ride.AMD: a chip off the old blockbusterAdvanced Micro Devices (AMD -0.10%) is shining bright in the semiconductor industry nowadays, with its Ryzen processors and Radeon graphics cards putting up more than a fair fight against big-name competitors. CEO Lisa Su's leadership has been instrumental in this success, driving a culture of innovation and a commitment to excellence. Under her guidance, AMD has shed its past mistakes of overpromising and underdelivering. The company is now focused on delivering high-performance products that offer great value to customers. So if want a company that's blazing its own path through the bitterly competitive semiconductor industry, AMD might just be the ticker for you.In the past year, AMD's stock has shown impressive resilience. Shares are trading at $110, reflecting a remarkable 52% increase from their 52-week low. This impressive performance has caught the attention of several analysts. For instance, in February 2023, Cowen analyst Matthew Ramsay reiterated an Outperform rating on AMD with a price target of $130, citing the company's strong product portfolio and opportunities in the exploding artificial intelligence (AI) market.Moreover, the company's financial results have been on an upward trajectory. In the fourth quarter of 2022, AMD reported revenue of $4.8 billion, a 49% year-over-year increase. Earnings per share of landed at $0.54. Your average analyst would have settled for $0.52 per share. This growth was driven by robust demand for its Ryzen processors and Radeon graphics cards across various segments, including gaming, data centers, and AI applications. And the recent $50 billion Xilinx acquisition should fan the flames even harder under AMD's steam engine.As AMD continues to innovate and expand its product offerings, the company will further cement its position in the market. The stock isn't cheap but that's for good reason. You get what you pay for, namely a high-octane growth stock with its sights set on many years of continued success across many high-growth target markets.Shopify: ringing up profitsNext in line, there's Shopify, a leading e-commerce platform that enables businesses and entrepreneurs to create and manage their online stores. It provides an all-in-one solution, including web design, payment processing, inventory management, and social media integrations.If that sounds like a sweet business model in this age of everything going digital at an astonishing pace and e-commerce sales soaring on every continent, well, I think you're onto something. Shopify's annual sales have nearly doubled over the last two years and quintupled since 2018. Meanwhile, share prices have tumbled recently and the formerly high-flying stock suddenly looks quite affordable:SHOP Revenue (TTM) data by YChartsAs the stock price tumbled 26% from its 52-week high, you might think this digital dynamo is down for the count. That may be true for the stock chart, but Shopify's actual business is healthy as a horse.This is still the king of e-commerce platforms, and the long-term growth prospects in that target market are as impressive as ever. Sure, there's an inflation-inspired slowdown in pretty much every retail market right now, including online stores. But you shouldn't confuse a short-lived stagnation for a permanent pickle.Oh, and did you know that Shopify already built AI smarts into its digital assistant, the Shop app? At a recent tech industry conference, Shopify president Harley Finkelstein explained how ChatGPT helps the app find the products you need.\"You can have a conversation with this incredible bot that is powered by ChatGPT, and you can say, 'I want to have a barbecue with [conference host] Keith, and it's going to be a Hawaiian theme, and there are so many people,'\" Finkelstein said. \"And you will see products you can buy with one click and actually create a full barbecue and a full party experience.\"So the shopping experience is getting more helpful, even as shoppers everywhere are getting used to doing all types of business online. If that's not a perfect setup for launching Shopify's sales and profits to the moon, I don't know what is.It's time to scoop up some shares while they're still a steal.DocuSign: sealing deal after dealFinally, let's dig into DocuSign, the digital document dynamo that's revolutionizing the way we sign on the dotted line. You might be scratching your head at a stock price that's down 16% from its 52-week high, but don't let that scare you. This paperless powerhouse is just getting started.DocuSign's recent swoon is an opportunity in disguise. Despite brutal market slumps in some of DocuSign's most important client sectors such as real estate and car sales, the company's annual sales increased by 158% in the last three years. To keep up this excellent growth trajectory, DocuSign wants to expand its customer base, increase its average revenue per user, and venture into new markets like Europe and Asia. Making strides in real estate, financial services, and healthcare markets should help the company achieve these goals.And then it's only a matter of time until market makers realize their mistake and get back to driving DocuSign's stock price higher again. Until then, DocuSign shares are trading at just 21 times forward earnings while top-line sales rose at a compound average rate of 37% over the last five years. Those shares are an absolute bargain.Putting your $1,000 to workWith these three tempting tickers in your tableau, now's the time to make your move. Spread your $1,000 across AMD, Shopify, and DocuSign, or double down on your favorite for a potentially bountiful payoff somewhere down the road. Remember, fortune favors the bold, and when it comes to investing, sometimes you have to take a leap of faith. I don't mean you should take out a second mortgage and literally bet the farm, but this trio looks like good stewards of a fairly modest $1,000 pledge right now.So, dust off your stock-picking hat, and let's leap into the future together. DocuSign, Shopify, and AMD want to come along for the ride. Let's say you decide to pick up 3 AMD shares, 5 DocuSign stubs, and 6 shares of Shopify, putting roughly $300 to work in each stock. You'd still have enough cash left over for a delightful family dinner after all that, or overweighting your favorite bargain idea with that last Benjamin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946464546,"gmtCreate":1681025843286,"gmtModify":1681025847188,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946464546","repostId":"2325952321","repostType":2,"repost":{"id":"2325952321","kind":"highlight","pubTimestamp":1681011787,"share":"https://ttm.financial/m/news/2325952321?lang=&edition=fundamental","pubTime":"2023-04-09 11:43","market":"us","language":"en","title":"These 3 Stocks Could Race Higher at the Drop of a Hat","url":"https://stock-news.laohu8.com/highlight/detail?id=2325952321","media":"Motley Fool","summary":"Tech stocks are on fire in 2023 -- and these three are the cream of the crop.","content":"<html><head></head><body><p>The first quarter of 2023 is in the books, and it was a decent one for the major indexes. The <strong>Nasdaq</strong> <strong>Composite</strong>, <strong>S&P 500</strong>, and <strong>Dow Jones Industrial Average</strong> gained 16.7%, 7%, and 0.4%, respectively.</p><p>With the tech-heavy Nasdaq leading the way higher, some investors are wondering: What technology names are worth owning right now? </p><p>These three Motley Fool contributors are eyeing <a href=\"https://laohu8.com/S/SE\">Sea Limited </a>, <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies </a>, and <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>. Here's why.</p><h2>A banking crisis overshadows SoFi's numerous positives</h2><p><strong>Justin Pope</strong> <strong>(SoFi Technologies):</strong> It's been tough living as a digital bank for <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies</a>. The company's been plagued by a student loan freeze for several years, and the recent banking crisis has only shaken investor confidence in smaller lenders. Shares are trading near the low end of their 52-week range, down 77% from their high.</p><p>But the bank's on firmer ground than its share price might indicate. First, SoFi is well capitalized -- well above the minimum financial ratios regulators mandate, and its depositor base of 5.2 million members is more diversified than a bank like Silicon Valley Bank. Second, there's a student loan freeze in effect, which has hurt SoFi's loan refinancing business, which was huge before the pandemic.</p><p>However, it hasn't stopped SoFi from marching toward profitability. The company posted non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) of $143 million in 2022 and is guiding for $260 million to $280 million for 2023. Importantly, management expects net income under generally accepted accounting principles (GAAP) to turn positive by the end of the year.</p><p>Between a banking crisis and a student loan freeze, it's hard to imagine what else could go wrong for SoFi. That's why the stock could rebound when the smoke clears. The student loan freeze seems on course to end later this year, and it looks like the government will do what's needed to ensure confidence in the banking system.</p><p>Then, investors might better appreciate SoFi's rapidly growing user base, looming profitability, and strong balance sheet. CEO Anthony Noto reiterated his confidence, buying roughly $1.2 million in stock last month. You can't predict when, but SoFi's stock could spring higher at the first sign of positive news.</p><h2>The tech conglomerate that may soon seem 'unlimited'</h2><p><strong>Will Healy</strong> <strong>(Sea Limited): </strong>Admittedly, <a href=\"https://laohu8.com/S/SE\">Sea Limited</a> stock may appear to have moved too far too fast. Since falling to a low of just under $41 per share last November, it has more than doubled.</p><p>Still, in other ways, Sea Limited appears far from done. The tech conglomerate, which includes the e-commerce business Shopee and fintech segment Sea Money, has drawn investor interest amid a push to cut costs and turn profitable.</p><p>Sea Money has continued to grow at a triple-digit clip, though it only makes up around 10% of the company's revenue. Earlier in the year, Shopee reversed most of its expansion plans outside its core Southeast Asian market. But the strategy seems to have worked as e-commerce revenue of $7.3 billion rose 42% in 2022 compared with the prior year.</p><p>Additionally, the factor that could make Sea Limited's stock fully turn around is the reversal of declining revenue in its gaming segment, Garena. Garena's <em>Free Fire </em>was the world's most downloaded mobile game from 2019 to 2021, but its popularity has waned amid a decline in the gaming industry. Consequently, Garena's revenue dropped 9% in 2022 to $3.9 billion.</p><p>However, Newzoo forecasts player numbers will grow from 3.2 billion in 2022 to 3.5 billion by 2025. Such growth should help reverse declines in the gaming industry. That could accelerate Sea Limited's revenue growth, which in 2022 surged 25% to $12.4 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7498cb1aa3bf16d1bb26dcaf39931135\" tg-width=\"720\" tg-height=\"433\"/></p><p>SE PS Ratio data by YCharts</p><p>Moreover, despite the recent surge in the stock price, investors should remember that Sea Limited sells at a discount of more than 70% from its all-time high in the fall of 2021. As a result, it trades at a P/S ratio of 4. That is just above all-time lows and well below the record sales multiple of just above 30 in 2021.</p><p>Such a valuation could induce investors to brave the waters. And given the entertainment stock's potential when all three segments are in a growth mode, the new bull market in Sea Limited stock may have only just begun.</p><h2>Adobe's stock is still a bargain</h2><p><strong>Jake Lerch (Adobe):</strong> Shares of software giant <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> have been on a wild ride over the last year and a half. The stock is still more than 44% off its all-time high of $688.37, even after rallying 35% over the last six months.</p><p>Yet, to my eye, Adobe has room to run higher from here -- <em>much higher</em>. Why? Two reasons.</p><p>First, Wall Street has been wrong. Many analysts have expected a pullback in demand for Adobe's products that just hasn't materialized. The company has beaten earnings expectations in four straight quarters. Adobe's rockstar lineup of products, including Creative Cloud, Document Cloud, and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud, continue to draw in new customers and help retain existing ones.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a973d5cfbfe76f197b5f5eae7c9931b1\" tg-width=\"720\" tg-height=\"449\"/></p><p>ADBE data by YCharts</p><p>Second, Adobe's valuation still looks attractive. As you can see above, Adobe's stock price has more or less tracked its trailing-12-month revenue over the last 10 years. However, right now, its stock price is lagging far behind its revenue. This is why the company's price-to-sales ratio stands at 10, below its long-term average of 12.</p><p>I expect Adobe will deliver solid sales and earnings results going forward -- thanks to its subscription model and its best-of-breed creative software solutions. And if that happens, Adobe's stock could be off to the races.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Stocks Could Race Higher at the Drop of a Hat</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\">\nThese 3 Stocks Could Race Higher at the Drop of a Hat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-09 11:43 GMT+8 <a href=https://www.fool.com/investing/2023/04/08/prediction-these-3-stocks-could-race-higher-at-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter of 2023 is in the books, and it was a decent one for the major indexes. The Nasdaq Composite, S&P 500, and Dow Jones Industrial Average gained 16.7%, 7%, and 0.4%, respectively.With ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/08/prediction-these-3-stocks-could-race-higher-at-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","SOFI":"SoFi Technologies Inc.","ADBE":"Adobe"},"source_url":"https://www.fool.com/investing/2023/04/08/prediction-these-3-stocks-could-race-higher-at-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325952321","content_text":"The first quarter of 2023 is in the books, and it was a decent one for the major indexes. The Nasdaq Composite, S&P 500, and Dow Jones Industrial Average gained 16.7%, 7%, and 0.4%, respectively.With the tech-heavy Nasdaq leading the way higher, some investors are wondering: What technology names are worth owning right now? These three Motley Fool contributors are eyeing Sea Limited , SoFi Technologies , and Adobe. Here's why.A banking crisis overshadows SoFi's numerous positivesJustin Pope (SoFi Technologies): It's been tough living as a digital bank for SoFi Technologies. The company's been plagued by a student loan freeze for several years, and the recent banking crisis has only shaken investor confidence in smaller lenders. Shares are trading near the low end of their 52-week range, down 77% from their high.But the bank's on firmer ground than its share price might indicate. First, SoFi is well capitalized -- well above the minimum financial ratios regulators mandate, and its depositor base of 5.2 million members is more diversified than a bank like Silicon Valley Bank. Second, there's a student loan freeze in effect, which has hurt SoFi's loan refinancing business, which was huge before the pandemic.However, it hasn't stopped SoFi from marching toward profitability. The company posted non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) of $143 million in 2022 and is guiding for $260 million to $280 million for 2023. Importantly, management expects net income under generally accepted accounting principles (GAAP) to turn positive by the end of the year.Between a banking crisis and a student loan freeze, it's hard to imagine what else could go wrong for SoFi. That's why the stock could rebound when the smoke clears. The student loan freeze seems on course to end later this year, and it looks like the government will do what's needed to ensure confidence in the banking system.Then, investors might better appreciate SoFi's rapidly growing user base, looming profitability, and strong balance sheet. CEO Anthony Noto reiterated his confidence, buying roughly $1.2 million in stock last month. You can't predict when, but SoFi's stock could spring higher at the first sign of positive news.The tech conglomerate that may soon seem 'unlimited'Will Healy (Sea Limited): Admittedly, Sea Limited stock may appear to have moved too far too fast. Since falling to a low of just under $41 per share last November, it has more than doubled.Still, in other ways, Sea Limited appears far from done. The tech conglomerate, which includes the e-commerce business Shopee and fintech segment Sea Money, has drawn investor interest amid a push to cut costs and turn profitable.Sea Money has continued to grow at a triple-digit clip, though it only makes up around 10% of the company's revenue. Earlier in the year, Shopee reversed most of its expansion plans outside its core Southeast Asian market. But the strategy seems to have worked as e-commerce revenue of $7.3 billion rose 42% in 2022 compared with the prior year.Additionally, the factor that could make Sea Limited's stock fully turn around is the reversal of declining revenue in its gaming segment, Garena. Garena's Free Fire was the world's most downloaded mobile game from 2019 to 2021, but its popularity has waned amid a decline in the gaming industry. Consequently, Garena's revenue dropped 9% in 2022 to $3.9 billion.However, Newzoo forecasts player numbers will grow from 3.2 billion in 2022 to 3.5 billion by 2025. Such growth should help reverse declines in the gaming industry. That could accelerate Sea Limited's revenue growth, which in 2022 surged 25% to $12.4 billion.SE PS Ratio data by YChartsMoreover, despite the recent surge in the stock price, investors should remember that Sea Limited sells at a discount of more than 70% from its all-time high in the fall of 2021. As a result, it trades at a P/S ratio of 4. That is just above all-time lows and well below the record sales multiple of just above 30 in 2021.Such a valuation could induce investors to brave the waters. And given the entertainment stock's potential when all three segments are in a growth mode, the new bull market in Sea Limited stock may have only just begun.Adobe's stock is still a bargainJake Lerch (Adobe): Shares of software giant Adobe have been on a wild ride over the last year and a half. The stock is still more than 44% off its all-time high of $688.37, even after rallying 35% over the last six months.Yet, to my eye, Adobe has room to run higher from here -- much higher. Why? Two reasons.First, Wall Street has been wrong. Many analysts have expected a pullback in demand for Adobe's products that just hasn't materialized. The company has beaten earnings expectations in four straight quarters. Adobe's rockstar lineup of products, including Creative Cloud, Document Cloud, and Experience Cloud, continue to draw in new customers and help retain existing ones.ADBE data by YChartsSecond, Adobe's valuation still looks attractive. As you can see above, Adobe's stock price has more or less tracked its trailing-12-month revenue over the last 10 years. However, right now, its stock price is lagging far behind its revenue. This is why the company's price-to-sales ratio stands at 10, below its long-term average of 12.I expect Adobe will deliver solid sales and earnings results going forward -- thanks to its subscription model and its best-of-breed creative software solutions. And if that happens, Adobe's stock could be off to the races.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946852792,"gmtCreate":1680921546016,"gmtModify":1680921548833,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946852792","repostId":"1139524921","repostType":2,"repost":{"id":"1139524921","kind":"news","pubTimestamp":1680909440,"share":"https://ttm.financial/m/news/1139524921?lang=&edition=fundamental","pubTime":"2023-04-08 07:17","market":"us","language":"en","title":"U.S. Weekly Review: Market Rally Retreats On Recession Fears; Tesla Skids On Deliveries, Oil Soars On OPEC+ Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1139524921","media":"Investor's Business Daily","summary":"The stock market rally retreated in a holiday-shortened week as weaker economic data raised recessio","content":"<html><head></head><body><p>The stock market rally retreated in a holiday-shortened week as weaker economic data raised recession fears. The major indexes' pullbacks looked normal, but many sectors and leading stocks suffered significant losses, while regional bank stocks faltered. Crude oil prices shot up after OPEC+ unexpectedly announced a big production cut. Treasury yields and the dollar tumbled to multimonth lows on recession fears.</p><p><strong>Tesla</strong> (<strong>TSLA</strong>) reported record deliveries in the first quarter thanks to big price cuts and U.S. tax credits. But shipments fell short of views, while production exceeded sales yet again. China EV giant <strong>BYD</strong> (<strong>BYDDF</strong>) reported a big Q1 delivery jump vs. a year earlier, but its shipments slid vs. Q4. <strong>Li Auto</strong> (<strong>LI</strong>) sales boomed, while <strong>Nio</strong> (<strong>NIO</strong>) sales in March fell vs. February while <strong>XPeng</strong> (<strong>XPEV</strong>) reported a huge drop vs. a year earlier. <strong>General Motors</strong> (<strong>GM</strong>) and <strong>Ford</strong> (<strong>F</strong>) reported strong U.S. sales. Ultimate Fighting parent <strong>Endeavor</strong> (<strong>EDR</strong>) will buy <strong>World Wrestling Entertainment</strong> (<strong>WWE</strong>) in a merger, while <strong>Extra Space Storage</strong> (<strong>EXR</strong>) will acquire <strong>Life Storage</strong> (<strong>LSI</strong>).</p><h2 style=\"text-align: start;\">Stock Market Rally Takes Some Hits</h2><p style=\"text-align: start;\">The Dow Jones rose, the S&P 500 edged lower and Nasdaq retreated in a short week after running up in prior weeks. The major indexes still look healthy, but there was damage in many leading stocks and sectors amid rising recession risks. Treasury yields and the dollar tumbled to multimonth lows. U.S. crude oil futures spiked on a surprise OPEC+ output cut.</p><h2 style=\"text-align: start;\">Economic Data Weakens</h2><p style=\"text-align: start;\">The March jobs report showed the U.S. labor market remains strong, likely keeping the pressure on the Federal Reserve to raise interest rates in its efforts to slow inflation. The U.S. economy added 236,000 jobs last month as the unemployment rate held steady at 3.5%, data from the Bureau of Labor Statistics released Friday showed.</p><p></p><p><img src=\"https://static.tigerbbs.com/fbdf600f9e19cf53f255869e4976b563\" alt=\"\"/></p><p style=\"text-align: start;\">The Labor Department, after ironing out its seasonal adjustment methodology, revealed on Thursday that jobless claims have been running much higher than believed. Claims for the March 25 week were revised up by 48,000 to 246,000, dipping to 228,000 in the week through April 1. The 238,750 four-week average of claims is up about 25% since the start of October.</p><p>Outplacement firm Challenger, Gray & Christmas reported that companies announced 89,703 layoffs in March, up 15% from February and 319% from a year ago.</p><p style=\"text-align: start;\">Job openings tumbled by 632,000 in February, though the 9.9 million openings still remained far above pre-pandemic levels.</p><p style=\"text-align: start;\">The Institute for Supply Management's manufacturing index fell deeper into contractionary territory (below 50), dipping to 46.3 from 47.7. The new orders gauge, a window into future activity, fell 2.7 points to 44.3. The ISM services index, which signaled economic strength earlier in the year, fell 3.9 points to 51.2. The new orders gauge tumbled 10.4 points to 52.2.</p><h2 style=\"text-align: start;\">Oil Prices, Stocks Soar On Surprise OPEC+ Output Cut</h2><p style=\"text-align: start;\">On Sunday, the Organization of the Petroleum Exporting Countries and key allies such as Russia, announced an unexpected crude oil production cut of about 1.15 million barrels a day starting in May. Saudi Arabia alone will trim production by 500,000 barrels per day. The oil cartel previously signaled it would hold supply steady throughout 2023. U.S. crude oil prices spiked on the news, after hitting 15-month lows in mid-March. Energy stocks surged on the news.</p><p></p><p><img src=\"https://static.tigerbbs.com/11fd6547748455bd77952de4d7690fb1\" alt=\"\"/></p><h2>Tesla Falls After Deliveries</h2><p style=\"text-align: start;\"><strong>Tesla</strong> (<strong>TSLA</strong>) deliveries hit a record in the first quarter, fueled by big price cuts worldwide and U.S. tax credits, but the electric-vehicle giant fell short of estimates once again. Analysts predict Tesla will continue to face pricing pressure in the near future. Tesla deliveries rose 36% vs. a year earlier to 422,875. That was 4% above the prior record of 405,278 in Q4. But Wall Street was expecting around 431,000 Tesla deliveries, according to FactSet. However, Tesla did beat some other consensus forecasts. First-quarter deliveries included 412,180 Model 3 and Y vehicles, along with 10,695 Model S and X luxury vehicles. Production once again exceeded deliveries, at 440,808. Model S and X production was at 19,437. With deliveries out of the way, the next question is how the price cuts affected Tesla earnings and gross margins — and if further price cuts will be needed. The EV giant is due to report Q1 results on April 19. The average Tesla vehicle selling price in the first quarter was around $46,780, according to FactSet. That's down from $51,400 in the fourth quarter and $52,100 a year ago. Tesla's entry-level Model 3 is expected to lose at least some of its $7,500 U.S. EV tax credit by April 18, when battery material and components rules come into effect.</p><h2 style=\"text-align: start;\">China EV Sales Generally Rebound</h2><p style=\"text-align: start;\">China EV sales rebounded, month over month, in March for <strong>BYD</strong> (<strong>BYDDF</strong>), <strong>Li Auto</strong> (<strong>LI</strong>) and <strong>XPeng</strong> (<strong>XPEV</strong>), but <strong>Nio</strong> (<strong>NIO</strong>) lagged. The Chinese EV makers had seen a weak start to 2023 after the end of subsidies and a price war set off by Tesla. The Chinese New Year holiday in late January also had curbed sales. For the full first quarter, BYD sold more than half a million electric and hybrid cars, nearly doubling sales vs. a year ago, but down vs. Q4. Li Auto outsold Nio and XPeng again last quarter, but all three startups posted Q1 sales near the lower end of their own guidance.</p><h2 style=\"text-align: start;\">U.S. Auto Sales Top Views</h2><p style=\"text-align: start;\">U.S. auto sales came in hotter than expected for the first quarter on the back of rising vehicle inventories and fleet sales, offsetting elevated prices and high auto loan rates. The quarterly sales pace reached an "unexpectedly strong" 15.3 million annualized units, an increase of 8.5% vs. the year-ago quarter, Cox Automotive said. <strong>General Motors</strong> (<strong>GM</strong>) was the top seller for the quarter, posting an 18% year-over-year sales jump. <strong>Ford</strong> (<strong>F</strong>) grew sales 10%. GM was also the top EV seller for the quarter behind dominant <strong>Tesla</strong> (<strong>TSLA</strong>), but most of its sales consisted of older-gen Bolt models, while its new-gen, Ultium-branded EVs slowly ramp up.</p><h2 style=\"text-align: start;\">WWE Finds Its Fighting Partner</h2><p style=\"text-align: start;\">Ultimate Fighter Championship parent <strong>Endeavor</strong> (<strong>EDR</strong>) announced it will buy a 51% majority stake in <strong>World Wrestling Entertainment</strong> (<strong>WWE</strong>) to create a "live sports and entertainment powerhouse" valued at $21.4 billion. The combined firm will trade on the NYSE under the ticker TKO. Endeavor will hold six seats on the new board of directors, while WWE gets five. WWE Chairman Vince McMahon will be chairman of the new company while Endeavor CEO Ariel Emanuel will continue in that position. EDR stock stumbled while WWE stock jumped. Meanwhile, storage REIT <strong>Extra Space Storage</strong> (<strong>EXR</strong>) will buy <strong>Life Storage</strong> (<strong>LSI</strong>) for $12.7 billion in stock. Life Storage previously rejected an $11 billion bid from <strong>Public Storage</strong> (<strong>PSA</strong>).</p><h2 style=\"text-align: start;\">Casino Stocks Fall Despite Macau Gaming Boom</h2><p style=\"text-align: start;\">Gaming revenue in Macau more than tripled in March, hitting a post-pandemic high after Beijing ended its harsh zero-Covid policy. For the full first quarter, gaming revenue almost doubled as travel curbs eased. It also got a boost from the Chinese New Year holiday in late January. Macau is an administrative region in China and the world's largest gambling hub. Macau-heavy casino giant stocks such as <strong>Wynn Resorts</strong> (<strong>WYNN</strong>) initially popped on the news, but fell back.</p><p style=\"text-align: start;\"><strong>Simply Good Foods</strong> (<strong>SMPL</strong>) adjusted earnings retreated 11% to 32 cents per share for its Q2 results Wednesday, but still topped expectations of 29 cents per share. Revenue was flat year over year at $297 million as analysts saw a decline to $294 million. Simply Good Foods anticipates U.S. retail take-away will moderate over the year due to a recessionary economic environment. The company expects greater gross margin declines year over year based on current performance and higher supply chain costs for the rest of the year. <strong>Conagra Brands</strong> (<strong>CAG</strong>) earnings leapt 31% to 76 cents per share, easily beating forecasts of 64 cents. Revenue rose 5.9% to $3.1 billion, in line with expectations. The processed-food maker lifted its fiscal 2023 earnings forecast to $2.70 to $2.75 per share on sustained higher food prices. Conagra guided earnings between $2.60 and $2.70 per share in January. Potato products maker <strong>Lamb Weston</strong> (<strong>LW</strong>) earnings rocketed 95% to $1.43 per share Thursday, blowing away estimates of 99 cents. Lamb Weston raised its FY23 earnings guidance to $4.35 to $4.50 per share, up from $3.75 to $4.00, based on its Lamb Weston Europe, Middle East and Africa consolidation.</p><h2 style=\"text-align: start;\">In Brief</h2><p style=\"text-align: start;\"><strong>Smart Global Holdings</strong> (<strong>SGH</strong>) beat estimates for earnings but missed with sales in its fiscal second quarter ended Feb. 24. The maker of computing, memory and LED lighting products reported a 13% EPS drop with sales down 4% to $429 million.</p></body></html>","source":"lsy1610612141385","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review: Market Rally Retreats On Recession Fears; Tesla Skids On Deliveries, Oil Soars On OPEC+ Cut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Weekly Review: Market Rally Retreats On Recession Fears; Tesla Skids On Deliveries, Oil Soars On OPEC+ Cut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 07:17 GMT+8 <a href=https://www.investors.com/news/market-rally-retreats-on-recession-fears-tesla-skids-on-deliveries-oil-soars-on-opec-cut/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally retreated in a holiday-shortened week as weaker economic data raised recession fears. The major indexes' pullbacks looked normal, but many sectors and leading stocks suffered ...</p>\n\n<a href=\"https://www.investors.com/news/market-rally-retreats-on-recession-fears-tesla-skids-on-deliveries-oil-soars-on-opec-cut/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investors.com/news/market-rally-retreats-on-recession-fears-tesla-skids-on-deliveries-oil-soars-on-opec-cut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139524921","content_text":"The stock market rally retreated in a holiday-shortened week as weaker economic data raised recession fears. The major indexes' pullbacks looked normal, but many sectors and leading stocks suffered significant losses, while regional bank stocks faltered. Crude oil prices shot up after OPEC+ unexpectedly announced a big production cut. Treasury yields and the dollar tumbled to multimonth lows on recession fears.Tesla (TSLA) reported record deliveries in the first quarter thanks to big price cuts and U.S. tax credits. But shipments fell short of views, while production exceeded sales yet again. China EV giant BYD (BYDDF) reported a big Q1 delivery jump vs. a year earlier, but its shipments slid vs. Q4. Li Auto (LI) sales boomed, while Nio (NIO) sales in March fell vs. February while XPeng (XPEV) reported a huge drop vs. a year earlier. General Motors (GM) and Ford (F) reported strong U.S. sales. Ultimate Fighting parent Endeavor (EDR) will buy World Wrestling Entertainment (WWE) in a merger, while Extra Space Storage (EXR) will acquire Life Storage (LSI).Stock Market Rally Takes Some HitsThe Dow Jones rose, the S&P 500 edged lower and Nasdaq retreated in a short week after running up in prior weeks. The major indexes still look healthy, but there was damage in many leading stocks and sectors amid rising recession risks. Treasury yields and the dollar tumbled to multimonth lows. U.S. crude oil futures spiked on a surprise OPEC+ output cut.Economic Data WeakensThe March jobs report showed the U.S. labor market remains strong, likely keeping the pressure on the Federal Reserve to raise interest rates in its efforts to slow inflation. The U.S. economy added 236,000 jobs last month as the unemployment rate held steady at 3.5%, data from the Bureau of Labor Statistics released Friday showed.The Labor Department, after ironing out its seasonal adjustment methodology, revealed on Thursday that jobless claims have been running much higher than believed. Claims for the March 25 week were revised up by 48,000 to 246,000, dipping to 228,000 in the week through April 1. The 238,750 four-week average of claims is up about 25% since the start of October.Outplacement firm Challenger, Gray & Christmas reported that companies announced 89,703 layoffs in March, up 15% from February and 319% from a year ago.Job openings tumbled by 632,000 in February, though the 9.9 million openings still remained far above pre-pandemic levels.The Institute for Supply Management's manufacturing index fell deeper into contractionary territory (below 50), dipping to 46.3 from 47.7. The new orders gauge, a window into future activity, fell 2.7 points to 44.3. The ISM services index, which signaled economic strength earlier in the year, fell 3.9 points to 51.2. The new orders gauge tumbled 10.4 points to 52.2.Oil Prices, Stocks Soar On Surprise OPEC+ Output CutOn Sunday, the Organization of the Petroleum Exporting Countries and key allies such as Russia, announced an unexpected crude oil production cut of about 1.15 million barrels a day starting in May. Saudi Arabia alone will trim production by 500,000 barrels per day. The oil cartel previously signaled it would hold supply steady throughout 2023. U.S. crude oil prices spiked on the news, after hitting 15-month lows in mid-March. Energy stocks surged on the news.Tesla Falls After DeliveriesTesla (TSLA) deliveries hit a record in the first quarter, fueled by big price cuts worldwide and U.S. tax credits, but the electric-vehicle giant fell short of estimates once again. Analysts predict Tesla will continue to face pricing pressure in the near future. Tesla deliveries rose 36% vs. a year earlier to 422,875. That was 4% above the prior record of 405,278 in Q4. But Wall Street was expecting around 431,000 Tesla deliveries, according to FactSet. However, Tesla did beat some other consensus forecasts. First-quarter deliveries included 412,180 Model 3 and Y vehicles, along with 10,695 Model S and X luxury vehicles. Production once again exceeded deliveries, at 440,808. Model S and X production was at 19,437. With deliveries out of the way, the next question is how the price cuts affected Tesla earnings and gross margins — and if further price cuts will be needed. The EV giant is due to report Q1 results on April 19. The average Tesla vehicle selling price in the first quarter was around $46,780, according to FactSet. That's down from $51,400 in the fourth quarter and $52,100 a year ago. Tesla's entry-level Model 3 is expected to lose at least some of its $7,500 U.S. EV tax credit by April 18, when battery material and components rules come into effect.China EV Sales Generally ReboundChina EV sales rebounded, month over month, in March for BYD (BYDDF), Li Auto (LI) and XPeng (XPEV), but Nio (NIO) lagged. The Chinese EV makers had seen a weak start to 2023 after the end of subsidies and a price war set off by Tesla. The Chinese New Year holiday in late January also had curbed sales. For the full first quarter, BYD sold more than half a million electric and hybrid cars, nearly doubling sales vs. a year ago, but down vs. Q4. Li Auto outsold Nio and XPeng again last quarter, but all three startups posted Q1 sales near the lower end of their own guidance.U.S. Auto Sales Top ViewsU.S. auto sales came in hotter than expected for the first quarter on the back of rising vehicle inventories and fleet sales, offsetting elevated prices and high auto loan rates. The quarterly sales pace reached an \"unexpectedly strong\" 15.3 million annualized units, an increase of 8.5% vs. the year-ago quarter, Cox Automotive said. General Motors (GM) was the top seller for the quarter, posting an 18% year-over-year sales jump. Ford (F) grew sales 10%. GM was also the top EV seller for the quarter behind dominant Tesla (TSLA), but most of its sales consisted of older-gen Bolt models, while its new-gen, Ultium-branded EVs slowly ramp up.WWE Finds Its Fighting PartnerUltimate Fighter Championship parent Endeavor (EDR) announced it will buy a 51% majority stake in World Wrestling Entertainment (WWE) to create a \"live sports and entertainment powerhouse\" valued at $21.4 billion. The combined firm will trade on the NYSE under the ticker TKO. Endeavor will hold six seats on the new board of directors, while WWE gets five. WWE Chairman Vince McMahon will be chairman of the new company while Endeavor CEO Ariel Emanuel will continue in that position. EDR stock stumbled while WWE stock jumped. Meanwhile, storage REIT Extra Space Storage (EXR) will buy Life Storage (LSI) for $12.7 billion in stock. Life Storage previously rejected an $11 billion bid from Public Storage (PSA).Casino Stocks Fall Despite Macau Gaming BoomGaming revenue in Macau more than tripled in March, hitting a post-pandemic high after Beijing ended its harsh zero-Covid policy. For the full first quarter, gaming revenue almost doubled as travel curbs eased. It also got a boost from the Chinese New Year holiday in late January. Macau is an administrative region in China and the world's largest gambling hub. Macau-heavy casino giant stocks such as Wynn Resorts (WYNN) initially popped on the news, but fell back.Simply Good Foods (SMPL) adjusted earnings retreated 11% to 32 cents per share for its Q2 results Wednesday, but still topped expectations of 29 cents per share. Revenue was flat year over year at $297 million as analysts saw a decline to $294 million. Simply Good Foods anticipates U.S. retail take-away will moderate over the year due to a recessionary economic environment. The company expects greater gross margin declines year over year based on current performance and higher supply chain costs for the rest of the year. Conagra Brands (CAG) earnings leapt 31% to 76 cents per share, easily beating forecasts of 64 cents. Revenue rose 5.9% to $3.1 billion, in line with expectations. The processed-food maker lifted its fiscal 2023 earnings forecast to $2.70 to $2.75 per share on sustained higher food prices. Conagra guided earnings between $2.60 and $2.70 per share in January. Potato products maker Lamb Weston (LW) earnings rocketed 95% to $1.43 per share Thursday, blowing away estimates of 99 cents. Lamb Weston raised its FY23 earnings guidance to $4.35 to $4.50 per share, up from $3.75 to $4.00, based on its Lamb Weston Europe, Middle East and Africa consolidation.In BriefSmart Global Holdings (SGH) beat estimates for earnings but missed with sales in its fiscal second quarter ended Feb. 24. The maker of computing, memory and LED lighting products reported a 13% EPS drop with sales down 4% to $429 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948159747,"gmtCreate":1680654291090,"gmtModify":1680654294820,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948159747","repostId":"2325438792","repostType":2,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941584863,"gmtCreate":1680431488752,"gmtModify":1680431492357,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941584863","repostId":"2324462300","repostType":2,"repost":{"id":"2324462300","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680399715,"share":"https://ttm.financial/m/news/2324462300?lang=&edition=fundamental","pubTime":"2023-04-02 09:41","market":"us","language":"en","title":"What Tech Bust? Big Tech Stocks Gained $2 Trillion in Roaring Start to 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2324462300","media":"Dow Jones","summary":"The 19 largest tech companies all saw their market capitalizations grow in the first quarter of 2023","content":"<html><head></head><body><p>The 19 largest tech companies all saw their market capitalizations grow in the first quarter of 2023, and Apple leads the way with a $500 billion increase</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1540f53222226e478ff2f989b853e1bb\" alt=\"Of 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.\" title=\"Of 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.\" tg-width=\"700\" tg-height=\"487\"/><span>Of 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.</span></p><p>Big Tech had a big first quarter, with the largest 10 companies growing their market value by nearly $2 trillion to start the year.</p><p>After an inauspicious 2022 that saw shares of Tesla Inc. (TSLA) and Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) post their largest annual percentage declines on record, the technology sector has rebounded sharply to kick off 2023 amid greater economic confidence and cost-cutting pushes by many companies in the industry.</p><p>The 19 largest tech companies all have seen their market capitalizations grow so far in 2023, according to a MarketWatch screen of companies in the S&P 500 information technology sector along with eight other large tech-focused names that are technically classified in other sectors. Of the 74 stocks screened, 60 had notched first-quarter gains through Thursday's close, with the group as a whole netting almost $2.4 trillion in market-cap increases.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cd311892e8b0dddc19465902c96164\" tg-width=\"816\" tg-height=\"809\"/></p><p></p><p>Apple Inc. (AAPL), the most valuable publicly listed U.S. company, is also the biggest contributor of market-cap gains this quarter, with its value alone rising by $502 billion through Thursday's close. The company suffered late last year as COVID-19 restrictions impacted production in China, but conditions there have since improved. The second largest company, Microsoft Corp. (MSFT), is next with $327 billion in market-cap gains as it benefited from artificial-intelligence buzz through its investment in ChatGPT creator OpenAI.</p><p>The third largest contributor perhaps is more surprising. Nvidia Corp. (NVDA) was nearly a third the size of Alphabet Inc. (GOOGL) and less than half the size of Amazon.com Inc. (AMZN) at the end of 2022, but the chip maker has seen its market value almost double through the first three months of 2023 as it's also viewed as a play on AI. Nvidia had chipped in $317 billion to the sector's market-cap increase as of Thursday's close.</p><p>Next up is Tesla Inc., racking up $229 billion in market-cap gains as its stock heads for its best quarter since 2020; Meta Platforms Inc. (META), notching $191 billion in market-cap gains as investors continue to cheer the social-media company's ongoing cost cuts; and Amazon and Google-parent Alphabet, which are contributing in $188 billion and $139 billion in gains, respectively.</p><p>There's a sizable drop-off outside the seven largest players. Rounding out the top 10 biggest U.S. tech companies are Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> ($31 billion in first-quarter market-cap gains), Oracle Corp. (ORCL) ($24 billion in gains) and Cisco Systems Inc. (CSCO) ($15 billion in gains).</p><p>Shares of Salesforce Inc. (CRM), Advanced Micro Devices Inc. (AMD) and Intel Corp. (INTC) have also seen big rallies this quarter that have led to sizable valuation increases. Salesforce is worth $64 billion more than it was at the start of the quarter, as the software giant has become more focused on profits. AMD is worth $53 billion more, while Intel is worth $24 billion more, with both names benefiting from improved sentiment toward the chip sector in the wake of concerns last year about a cool-down in pandemic-driven tech purchases. Intel's stock is on pace for its best month since November 2001.</p><p>Despite the roaring start to 2023, many tech stocks remain lower than they were at the end of 2021. Just 15 of the 74 screened by MarketWatch are trading above their Dec. 31, 2021, closing levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Tech Bust? Big Tech Stocks Gained $2 Trillion in Roaring Start to 2023</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\">\nWhat Tech Bust? Big Tech Stocks Gained $2 Trillion in Roaring Start to 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-02 09:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The 19 largest tech companies all saw their market capitalizations grow in the first quarter of 2023, and Apple leads the way with a $500 billion increase</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1540f53222226e478ff2f989b853e1bb\" alt=\"Of 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.\" title=\"Of 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.\" tg-width=\"700\" tg-height=\"487\"/><span>Of 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.</span></p><p>Big Tech had a big first quarter, with the largest 10 companies growing their market value by nearly $2 trillion to start the year.</p><p>After an inauspicious 2022 that saw shares of Tesla Inc. (TSLA) and Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) post their largest annual percentage declines on record, the technology sector has rebounded sharply to kick off 2023 amid greater economic confidence and cost-cutting pushes by many companies in the industry.</p><p>The 19 largest tech companies all have seen their market capitalizations grow so far in 2023, according to a MarketWatch screen of companies in the S&P 500 information technology sector along with eight other large tech-focused names that are technically classified in other sectors. Of the 74 stocks screened, 60 had notched first-quarter gains through Thursday's close, with the group as a whole netting almost $2.4 trillion in market-cap increases.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cd311892e8b0dddc19465902c96164\" tg-width=\"816\" tg-height=\"809\"/></p><p></p><p>Apple Inc. (AAPL), the most valuable publicly listed U.S. company, is also the biggest contributor of market-cap gains this quarter, with its value alone rising by $502 billion through Thursday's close. The company suffered late last year as COVID-19 restrictions impacted production in China, but conditions there have since improved. The second largest company, Microsoft Corp. (MSFT), is next with $327 billion in market-cap gains as it benefited from artificial-intelligence buzz through its investment in ChatGPT creator OpenAI.</p><p>The third largest contributor perhaps is more surprising. Nvidia Corp. (NVDA) was nearly a third the size of Alphabet Inc. (GOOGL) and less than half the size of Amazon.com Inc. (AMZN) at the end of 2022, but the chip maker has seen its market value almost double through the first three months of 2023 as it's also viewed as a play on AI. Nvidia had chipped in $317 billion to the sector's market-cap increase as of Thursday's close.</p><p>Next up is Tesla Inc., racking up $229 billion in market-cap gains as its stock heads for its best quarter since 2020; Meta Platforms Inc. (META), notching $191 billion in market-cap gains as investors continue to cheer the social-media company's ongoing cost cuts; and Amazon and Google-parent Alphabet, which are contributing in $188 billion and $139 billion in gains, respectively.</p><p>There's a sizable drop-off outside the seven largest players. Rounding out the top 10 biggest U.S. tech companies are Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> ($31 billion in first-quarter market-cap gains), Oracle Corp. (ORCL) ($24 billion in gains) and Cisco Systems Inc. (CSCO) ($15 billion in gains).</p><p>Shares of Salesforce Inc. (CRM), Advanced Micro Devices Inc. (AMD) and Intel Corp. (INTC) have also seen big rallies this quarter that have led to sizable valuation increases. Salesforce is worth $64 billion more than it was at the start of the quarter, as the software giant has become more focused on profits. AMD is worth $53 billion more, while Intel is worth $24 billion more, with both names benefiting from improved sentiment toward the chip sector in the wake of concerns last year about a cool-down in pandemic-driven tech purchases. Intel's stock is on pace for its best month since November 2001.</p><p>Despite the roaring start to 2023, many tech stocks remain lower than they were at the end of 2021. Just 15 of the 74 screened by MarketWatch are trading above their Dec. 31, 2021, closing levels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","CRCT":"Cricut, Inc.","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4170":"电脑硬件、储存设备及电脑周边","LU2063271972.USD":"富兰克林创新领域基金","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4529":"IDC概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","AMZN":"亚马逊","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4579":"人工智能","LU1923622614.USD":"Natixis Thematics Meta R/A USD","GFS":"GLOBALFOUNDRIES Inc.","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","MSFT":"微软","AAPL":"苹果","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4122":"互联网与直销零售","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4561":"索罗斯持仓","SG9999002232.USD":"Allianz Global High Payout USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","CRM":"赛富时","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324462300","content_text":"The 19 largest tech companies all saw their market capitalizations grow in the first quarter of 2023, and Apple leads the way with a $500 billion increaseOf 74 tech stocks screened by MarketWatch, 60 had notched first-quarter gains in their market capitalization through Thursday’s close.Big Tech had a big first quarter, with the largest 10 companies growing their market value by nearly $2 trillion to start the year.After an inauspicious 2022 that saw shares of Tesla Inc. (TSLA) and Facebook-parent Meta Platforms Inc. (META) post their largest annual percentage declines on record, the technology sector has rebounded sharply to kick off 2023 amid greater economic confidence and cost-cutting pushes by many companies in the industry.The 19 largest tech companies all have seen their market capitalizations grow so far in 2023, according to a MarketWatch screen of companies in the S&P 500 information technology sector along with eight other large tech-focused names that are technically classified in other sectors. Of the 74 stocks screened, 60 had notched first-quarter gains through Thursday's close, with the group as a whole netting almost $2.4 trillion in market-cap increases.Apple Inc. (AAPL), the most valuable publicly listed U.S. company, is also the biggest contributor of market-cap gains this quarter, with its value alone rising by $502 billion through Thursday's close. The company suffered late last year as COVID-19 restrictions impacted production in China, but conditions there have since improved. The second largest company, Microsoft Corp. (MSFT), is next with $327 billion in market-cap gains as it benefited from artificial-intelligence buzz through its investment in ChatGPT creator OpenAI.The third largest contributor perhaps is more surprising. Nvidia Corp. (NVDA) was nearly a third the size of Alphabet Inc. (GOOGL) and less than half the size of Amazon.com Inc. (AMZN) at the end of 2022, but the chip maker has seen its market value almost double through the first three months of 2023 as it's also viewed as a play on AI. Nvidia had chipped in $317 billion to the sector's market-cap increase as of Thursday's close.Next up is Tesla Inc., racking up $229 billion in market-cap gains as its stock heads for its best quarter since 2020; Meta Platforms Inc. (META), notching $191 billion in market-cap gains as investors continue to cheer the social-media company's ongoing cost cuts; and Amazon and Google-parent Alphabet, which are contributing in $188 billion and $139 billion in gains, respectively.There's a sizable drop-off outside the seven largest players. Rounding out the top 10 biggest U.S. tech companies are Broadcom Inc. $(AVGO)$ ($31 billion in first-quarter market-cap gains), Oracle Corp. (ORCL) ($24 billion in gains) and Cisco Systems Inc. (CSCO) ($15 billion in gains).Shares of Salesforce Inc. (CRM), Advanced Micro Devices Inc. (AMD) and Intel Corp. (INTC) have also seen big rallies this quarter that have led to sizable valuation increases. Salesforce is worth $64 billion more than it was at the start of the quarter, as the software giant has become more focused on profits. AMD is worth $53 billion more, while Intel is worth $24 billion more, with both names benefiting from improved sentiment toward the chip sector in the wake of concerns last year about a cool-down in pandemic-driven tech purchases. Intel's stock is on pace for its best month since November 2001.Despite the roaring start to 2023, many tech stocks remain lower than they were at the end of 2021. Just 15 of the 74 screened by MarketWatch are trading above their Dec. 31, 2021, closing levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9957270747,"gmtCreate":1677336844590,"gmtModify":1677336849060,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":38,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957270747","repostId":"1117520516","repostType":4,"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940522911,"gmtCreate":1678060884633,"gmtModify":1678060888562,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940522911","repostId":"2317160870","repostType":4,"repost":{"id":"2317160870","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1678056831,"share":"https://ttm.financial/m/news/2317160870?lang=&edition=fundamental","pubTime":"2023-03-06 06:53","market":"us","language":"en","title":"Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2317160870","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n The latest data on the U.S. job market and several major earning reports w","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Nicholas Jasinski \n</p>\n<p>\n The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n</p>\n<p>\n On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n</p>\n<p>\n On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n</p>\n<p>\n Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and Brown-Forman and Campbell Soup on Wednesday. JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n</p>\n<p>\n General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n</p>\n<p>\n Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n</p>\n<p>\n Monday 3/6 \n</p>\n<p>\n Ciena, Nutanix, and Trip.com report quarterly results. \n</p>\n<p>\n Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n</p>\n<p>\n Tuesday 3/7 \n</p>\n<p>\n Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n</p>\n<p>\n The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n</p>\n<p>\n Wednesday 3/8 \n</p>\n<p>\n ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n</p>\n<p>\n Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n</p>\n<p>\n The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n</p>\n<p>\n Thursday 3/9 \n</p>\n<p>\n JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n</p>\n<p>\n General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n</p>\n<p>\n The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n</p>\n<p>\n Friday 3/10 \n</p>\n<p>\n Apple holds its annual shareholders meeting in a virtual format. \n</p>\n<p>\n The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n</p>\n<p>\n The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n March 05, 2023 21:48 ET (02:48 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","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>Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\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\">\nJobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-06 06:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Nicholas Jasinski \n</p>\n<p>\n The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n</p>\n<p>\n On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n</p>\n<p>\n On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n</p>\n<p>\n Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and Brown-Forman and Campbell Soup on Wednesday. JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n</p>\n<p>\n General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n</p>\n<p>\n Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n</p>\n<p>\n Monday 3/6 \n</p>\n<p>\n Ciena, Nutanix, and Trip.com report quarterly results. \n</p>\n<p>\n Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n</p>\n<p>\n Tuesday 3/7 \n</p>\n<p>\n Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n</p>\n<p>\n The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n</p>\n<p>\n Wednesday 3/8 \n</p>\n<p>\n ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n</p>\n<p>\n Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n</p>\n<p>\n The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n</p>\n<p>\n Thursday 3/9 \n</p>\n<p>\n JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n</p>\n<p>\n General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n</p>\n<p>\n The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n</p>\n<p>\n Friday 3/10 \n</p>\n<p>\n Apple holds its annual shareholders meeting in a virtual format. \n</p>\n<p>\n The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n</p>\n<p>\n The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n March 05, 2023 21:48 ET (02:48 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","ISBC":"投资者银行",".IXIC":"NASDAQ Composite","CIEN":"Ciena科技","CRWD":"CrowdStrike Holdings, Inc.","AAPL":"苹果","SE":"Sea Ltd",".DJI":"道琼斯",".SPX":"S&P 500 Index","GE":"GE航空航天"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317160870","content_text":"By Nicholas Jasinski \n\n\n The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n\n\n On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n\n\n On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n\n\n Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and Brown-Forman and Campbell Soup on Wednesday. JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n\n\n General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n\n\n Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n\n\n Monday 3/6 \n\n\n Ciena, Nutanix, and Trip.com report quarterly results. \n\n\n Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n\n\n Tuesday 3/7 \n\n\n Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n\n\n The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n\n\n Wednesday 3/8 \n\n\n ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n\n\n Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n\n\n The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n\n\n Thursday 3/9 \n\n\n JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n\n\n General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n\n\n The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n\n\n Friday 3/10 \n\n\n Apple holds its annual shareholders meeting in a virtual format. \n\n\n The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n\n\n The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n March 05, 2023 21:48 ET (02:48 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941590705,"gmtCreate":1680357492407,"gmtModify":1680357496196,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941590705","repostId":"2323082382","repostType":2,"repost":{"id":"2323082382","kind":"highlight","pubTimestamp":1680318323,"share":"https://ttm.financial/m/news/2323082382?lang=&edition=fundamental","pubTime":"2023-04-01 11:05","market":"us","language":"en","title":"2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2323082382","media":"Motley Fool","summary":"These monster growth stocks have made patient shareholders much richer in the last 10 years.","content":"<html><head></head><body><p>A few big winners can turn a mediocre portfolio into a monster portfolio. <strong>Nvidia</strong> and <strong>Tesla</strong> are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,000 would now be worth $1.7 million. Similarly, shares of Tesla climbed 7,340% over the past decade, turning an initial investment of $20,000 into nearly $1.5 million.</p><p>Are these growth stocks still worth buying?</p><h2>1. Nvidia</h2><p>Semiconductor company Nvidia stumbled last year as high inflation reduced demand for its gaming and data center chips. Revenue remained flat at $27 billion and free cash flow fell 53% to $3.8 billion. Unfortunately, management expects current quarter revenue to decline 22% as economic headwinds continue to suppress demand, though guidance implies operating expenses will also fall sharply.</p><p>However, Nvidia should find it easy to reaccelerate growth when economic conditions improve. Its graphics processing units (GPUs) are the gold standard for rendering realistic visual effects in video games and films, and for accelerating complex data center workloads like scientific computing and artificial intelligence (AI). In fact, Nvidia GPUs hold more than 90% market share in workstation graphics and supercomputer accelerators.</p><p>The company has recently branched into cloud software and services. Omniverse Cloud is a 3D design platform for metaverse applications. DGX Cloud provides on-demand access to Nvidia AI infrastructure, and it includes frameworks that accelerate AI application development in areas like retail, logistics, and healthcare. Nvidia also provides generative AI services for text, images, and video. For instance, investment company Morningstar uses the Nvidia NeMo model to scan and summarize financial documents.</p><p>Those cloud services build on the brand authority Nvidia has cultivated as a chipmaker, and they create new revenue streams that offer more regular cash flow and higher margins than the sale of cyclical hardware products. Management values its addressable market at $1 trillion, and Nvidia should benefit greatly as technologies like the metaverse and AI continue to evolve.</p><p>Currently, shares trade at 24.4 times sales, above the three-year average of 20.7 times sales. That valuation is far from cheap, but Nvidia is the heart of the burgeoning AI industry, so investors should still consider buying a small position in this growth stock today.</p><h2>2. Tesla</h2><p>Tesla faced an onslaught of headwinds last year. Supply chain problems and factory closures hindered production, while high inflation and rising interest rates hammered sales across the auto industry. Tesla managed to grow deliveries 40% to 1.3 million vehicles, but that figure fell short of its medium-term guidance calling for 50% annual growth. Fourth-quarter deliveries also fell short of the Wall Street consensus by a wide margin.</p><p>Some analysts have explained that shortfall as a demand problem, but management brushed those concerns aside during the latest earnings call. CEO Elon Musk said the company was receiving orders at nearly twice the rate of production. Better yet, despite encountering a number of roadblocks throughout the year, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion, and GAAP net income soared 122% to $3.62 per diluted share. Tesla also led the industry with 18.2% market share in battery electric vehicles.</p><p>Additionally, the company achieved an operating margin of 16.8% last year, the highest among any volume carmaker. Musk attributes that accomplishment to manufacturing prowess, noting that Tesla has the most advanced manufacturing technology on the planet. Better yet, there are several reasons to believe the company will become more profitable in the future.</p><p>Tesla should see its logistics costs fall as production ramps at Gigafactory Berlin, its first European factory, simply because the company can now produce cars locally in that market. Tesla is also scaling production of its 4680 battery cell, a technology that promises to reinforce its cost leadership in battery pack production. The company can already produce battery packs (the most expensive part of an electric car) at a lower cost per kilowatt-hour than any other carmaker, but management says the 4680 cell will eventually cut costs by 56%.</p><p>Finally, Tesla sees significant margin upside from its full self-driving (FSD) software. A beta version of the product was released to customers in North America last year, and Tesla plans to take the next step toward autonomous ride hailing by mass-producing a robotaxi next year. Ultimately, management believes FSD technology will be the company's most important source of profitability.</p><p>Tesla sits in front of a sizable market opportunity. Global electric car sales are expected to grow at 23% annually to hit $1.1 trillion by 2030, according to Precedence Research. And the autonomous vehicles market is expected to grow at 40% annually to reach $2.1 trillion by 2030, according to Research and Markets. As the current leader in battery electric vehicles and one of the leading AI companies (according to Musk), Tesla is set to benefit from both tailwinds. The stock currently trades at 8 times sales, a very rich valuation for a carmaker.</p><p>Investors must decide whether Tesla is a carmaker that dabbles in AI, or an AI company that makes cars. Those who find the second description more accurate should consider buying a few shares of this growth stock today. If Tesla does indeed disrupt the mobility industry with robotaxis, its revenue (and margins) could grow quickly and the current valuation multiple could fall in a hurry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade</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\">\n2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 11:05 GMT+8 <a href=https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A few big winners can turn a mediocre portfolio into a monster portfolio. Nvidia and Tesla are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","TSLA":"特斯拉","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVDA":"英伟达","SG9999002232.USD":"Allianz Global High Payout USD","BK4511":"特斯拉概念","LU0109392836.USD":"富兰克林科技股A","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4023":"应用软件","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4527":"明星科技股","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4585":"ETF&股票定投概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323082382","content_text":"A few big winners can turn a mediocre portfolio into a monster portfolio. Nvidia and Tesla are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,000 would now be worth $1.7 million. Similarly, shares of Tesla climbed 7,340% over the past decade, turning an initial investment of $20,000 into nearly $1.5 million.Are these growth stocks still worth buying?1. NvidiaSemiconductor company Nvidia stumbled last year as high inflation reduced demand for its gaming and data center chips. Revenue remained flat at $27 billion and free cash flow fell 53% to $3.8 billion. Unfortunately, management expects current quarter revenue to decline 22% as economic headwinds continue to suppress demand, though guidance implies operating expenses will also fall sharply.However, Nvidia should find it easy to reaccelerate growth when economic conditions improve. Its graphics processing units (GPUs) are the gold standard for rendering realistic visual effects in video games and films, and for accelerating complex data center workloads like scientific computing and artificial intelligence (AI). In fact, Nvidia GPUs hold more than 90% market share in workstation graphics and supercomputer accelerators.The company has recently branched into cloud software and services. Omniverse Cloud is a 3D design platform for metaverse applications. DGX Cloud provides on-demand access to Nvidia AI infrastructure, and it includes frameworks that accelerate AI application development in areas like retail, logistics, and healthcare. Nvidia also provides generative AI services for text, images, and video. For instance, investment company Morningstar uses the Nvidia NeMo model to scan and summarize financial documents.Those cloud services build on the brand authority Nvidia has cultivated as a chipmaker, and they create new revenue streams that offer more regular cash flow and higher margins than the sale of cyclical hardware products. Management values its addressable market at $1 trillion, and Nvidia should benefit greatly as technologies like the metaverse and AI continue to evolve.Currently, shares trade at 24.4 times sales, above the three-year average of 20.7 times sales. That valuation is far from cheap, but Nvidia is the heart of the burgeoning AI industry, so investors should still consider buying a small position in this growth stock today.2. TeslaTesla faced an onslaught of headwinds last year. Supply chain problems and factory closures hindered production, while high inflation and rising interest rates hammered sales across the auto industry. Tesla managed to grow deliveries 40% to 1.3 million vehicles, but that figure fell short of its medium-term guidance calling for 50% annual growth. Fourth-quarter deliveries also fell short of the Wall Street consensus by a wide margin.Some analysts have explained that shortfall as a demand problem, but management brushed those concerns aside during the latest earnings call. CEO Elon Musk said the company was receiving orders at nearly twice the rate of production. Better yet, despite encountering a number of roadblocks throughout the year, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion, and GAAP net income soared 122% to $3.62 per diluted share. Tesla also led the industry with 18.2% market share in battery electric vehicles.Additionally, the company achieved an operating margin of 16.8% last year, the highest among any volume carmaker. Musk attributes that accomplishment to manufacturing prowess, noting that Tesla has the most advanced manufacturing technology on the planet. Better yet, there are several reasons to believe the company will become more profitable in the future.Tesla should see its logistics costs fall as production ramps at Gigafactory Berlin, its first European factory, simply because the company can now produce cars locally in that market. Tesla is also scaling production of its 4680 battery cell, a technology that promises to reinforce its cost leadership in battery pack production. The company can already produce battery packs (the most expensive part of an electric car) at a lower cost per kilowatt-hour than any other carmaker, but management says the 4680 cell will eventually cut costs by 56%.Finally, Tesla sees significant margin upside from its full self-driving (FSD) software. A beta version of the product was released to customers in North America last year, and Tesla plans to take the next step toward autonomous ride hailing by mass-producing a robotaxi next year. Ultimately, management believes FSD technology will be the company's most important source of profitability.Tesla sits in front of a sizable market opportunity. Global electric car sales are expected to grow at 23% annually to hit $1.1 trillion by 2030, according to Precedence Research. And the autonomous vehicles market is expected to grow at 40% annually to reach $2.1 trillion by 2030, according to Research and Markets. As the current leader in battery electric vehicles and one of the leading AI companies (according to Musk), Tesla is set to benefit from both tailwinds. The stock currently trades at 8 times sales, a very rich valuation for a carmaker.Investors must decide whether Tesla is a carmaker that dabbles in AI, or an AI company that makes cars. Those who find the second description more accurate should consider buying a few shares of this growth stock today. If Tesla does indeed disrupt the mobility industry with robotaxis, its revenue (and margins) could grow quickly and the current valuation multiple could fall in a hurry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946464546,"gmtCreate":1681025843286,"gmtModify":1681025847188,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946464546","repostId":"2325952321","repostType":2,"repost":{"id":"2325952321","kind":"highlight","pubTimestamp":1681011787,"share":"https://ttm.financial/m/news/2325952321?lang=&edition=fundamental","pubTime":"2023-04-09 11:43","market":"us","language":"en","title":"These 3 Stocks Could Race Higher at the Drop of a Hat","url":"https://stock-news.laohu8.com/highlight/detail?id=2325952321","media":"Motley Fool","summary":"Tech stocks are on fire in 2023 -- and these three are the cream of the crop.","content":"<html><head></head><body><p>The first quarter of 2023 is in the books, and it was a decent one for the major indexes. The <strong>Nasdaq</strong> <strong>Composite</strong>, <strong>S&P 500</strong>, and <strong>Dow Jones Industrial Average</strong> gained 16.7%, 7%, and 0.4%, respectively.</p><p>With the tech-heavy Nasdaq leading the way higher, some investors are wondering: What technology names are worth owning right now? </p><p>These three Motley Fool contributors are eyeing <a href=\"https://laohu8.com/S/SE\">Sea Limited </a>, <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies </a>, and <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>. Here's why.</p><h2>A banking crisis overshadows SoFi's numerous positives</h2><p><strong>Justin Pope</strong> <strong>(SoFi Technologies):</strong> It's been tough living as a digital bank for <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies</a>. The company's been plagued by a student loan freeze for several years, and the recent banking crisis has only shaken investor confidence in smaller lenders. Shares are trading near the low end of their 52-week range, down 77% from their high.</p><p>But the bank's on firmer ground than its share price might indicate. First, SoFi is well capitalized -- well above the minimum financial ratios regulators mandate, and its depositor base of 5.2 million members is more diversified than a bank like Silicon Valley Bank. Second, there's a student loan freeze in effect, which has hurt SoFi's loan refinancing business, which was huge before the pandemic.</p><p>However, it hasn't stopped SoFi from marching toward profitability. The company posted non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) of $143 million in 2022 and is guiding for $260 million to $280 million for 2023. Importantly, management expects net income under generally accepted accounting principles (GAAP) to turn positive by the end of the year.</p><p>Between a banking crisis and a student loan freeze, it's hard to imagine what else could go wrong for SoFi. That's why the stock could rebound when the smoke clears. The student loan freeze seems on course to end later this year, and it looks like the government will do what's needed to ensure confidence in the banking system.</p><p>Then, investors might better appreciate SoFi's rapidly growing user base, looming profitability, and strong balance sheet. CEO Anthony Noto reiterated his confidence, buying roughly $1.2 million in stock last month. You can't predict when, but SoFi's stock could spring higher at the first sign of positive news.</p><h2>The tech conglomerate that may soon seem 'unlimited'</h2><p><strong>Will Healy</strong> <strong>(Sea Limited): </strong>Admittedly, <a href=\"https://laohu8.com/S/SE\">Sea Limited</a> stock may appear to have moved too far too fast. Since falling to a low of just under $41 per share last November, it has more than doubled.</p><p>Still, in other ways, Sea Limited appears far from done. The tech conglomerate, which includes the e-commerce business Shopee and fintech segment Sea Money, has drawn investor interest amid a push to cut costs and turn profitable.</p><p>Sea Money has continued to grow at a triple-digit clip, though it only makes up around 10% of the company's revenue. Earlier in the year, Shopee reversed most of its expansion plans outside its core Southeast Asian market. But the strategy seems to have worked as e-commerce revenue of $7.3 billion rose 42% in 2022 compared with the prior year.</p><p>Additionally, the factor that could make Sea Limited's stock fully turn around is the reversal of declining revenue in its gaming segment, Garena. Garena's <em>Free Fire </em>was the world's most downloaded mobile game from 2019 to 2021, but its popularity has waned amid a decline in the gaming industry. Consequently, Garena's revenue dropped 9% in 2022 to $3.9 billion.</p><p>However, Newzoo forecasts player numbers will grow from 3.2 billion in 2022 to 3.5 billion by 2025. Such growth should help reverse declines in the gaming industry. That could accelerate Sea Limited's revenue growth, which in 2022 surged 25% to $12.4 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7498cb1aa3bf16d1bb26dcaf39931135\" tg-width=\"720\" tg-height=\"433\"/></p><p>SE PS Ratio data by YCharts</p><p>Moreover, despite the recent surge in the stock price, investors should remember that Sea Limited sells at a discount of more than 70% from its all-time high in the fall of 2021. As a result, it trades at a P/S ratio of 4. That is just above all-time lows and well below the record sales multiple of just above 30 in 2021.</p><p>Such a valuation could induce investors to brave the waters. And given the entertainment stock's potential when all three segments are in a growth mode, the new bull market in Sea Limited stock may have only just begun.</p><h2>Adobe's stock is still a bargain</h2><p><strong>Jake Lerch (Adobe):</strong> Shares of software giant <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> have been on a wild ride over the last year and a half. The stock is still more than 44% off its all-time high of $688.37, even after rallying 35% over the last six months.</p><p>Yet, to my eye, Adobe has room to run higher from here -- <em>much higher</em>. Why? Two reasons.</p><p>First, Wall Street has been wrong. Many analysts have expected a pullback in demand for Adobe's products that just hasn't materialized. The company has beaten earnings expectations in four straight quarters. Adobe's rockstar lineup of products, including Creative Cloud, Document Cloud, and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud, continue to draw in new customers and help retain existing ones.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a973d5cfbfe76f197b5f5eae7c9931b1\" tg-width=\"720\" tg-height=\"449\"/></p><p>ADBE data by YCharts</p><p>Second, Adobe's valuation still looks attractive. As you can see above, Adobe's stock price has more or less tracked its trailing-12-month revenue over the last 10 years. However, right now, its stock price is lagging far behind its revenue. This is why the company's price-to-sales ratio stands at 10, below its long-term average of 12.</p><p>I expect Adobe will deliver solid sales and earnings results going forward -- thanks to its subscription model and its best-of-breed creative software solutions. And if that happens, Adobe's stock could be off to the races.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Stocks Could Race Higher at the Drop of a Hat</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\">\nThese 3 Stocks Could Race Higher at the Drop of a Hat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-09 11:43 GMT+8 <a href=https://www.fool.com/investing/2023/04/08/prediction-these-3-stocks-could-race-higher-at-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter of 2023 is in the books, and it was a decent one for the major indexes. The Nasdaq Composite, S&P 500, and Dow Jones Industrial Average gained 16.7%, 7%, and 0.4%, respectively.With ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/08/prediction-these-3-stocks-could-race-higher-at-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","SOFI":"SoFi Technologies Inc.","ADBE":"Adobe"},"source_url":"https://www.fool.com/investing/2023/04/08/prediction-these-3-stocks-could-race-higher-at-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325952321","content_text":"The first quarter of 2023 is in the books, and it was a decent one for the major indexes. The Nasdaq Composite, S&P 500, and Dow Jones Industrial Average gained 16.7%, 7%, and 0.4%, respectively.With the tech-heavy Nasdaq leading the way higher, some investors are wondering: What technology names are worth owning right now? These three Motley Fool contributors are eyeing Sea Limited , SoFi Technologies , and Adobe. Here's why.A banking crisis overshadows SoFi's numerous positivesJustin Pope (SoFi Technologies): It's been tough living as a digital bank for SoFi Technologies. The company's been plagued by a student loan freeze for several years, and the recent banking crisis has only shaken investor confidence in smaller lenders. Shares are trading near the low end of their 52-week range, down 77% from their high.But the bank's on firmer ground than its share price might indicate. First, SoFi is well capitalized -- well above the minimum financial ratios regulators mandate, and its depositor base of 5.2 million members is more diversified than a bank like Silicon Valley Bank. Second, there's a student loan freeze in effect, which has hurt SoFi's loan refinancing business, which was huge before the pandemic.However, it hasn't stopped SoFi from marching toward profitability. The company posted non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) of $143 million in 2022 and is guiding for $260 million to $280 million for 2023. Importantly, management expects net income under generally accepted accounting principles (GAAP) to turn positive by the end of the year.Between a banking crisis and a student loan freeze, it's hard to imagine what else could go wrong for SoFi. That's why the stock could rebound when the smoke clears. The student loan freeze seems on course to end later this year, and it looks like the government will do what's needed to ensure confidence in the banking system.Then, investors might better appreciate SoFi's rapidly growing user base, looming profitability, and strong balance sheet. CEO Anthony Noto reiterated his confidence, buying roughly $1.2 million in stock last month. You can't predict when, but SoFi's stock could spring higher at the first sign of positive news.The tech conglomerate that may soon seem 'unlimited'Will Healy (Sea Limited): Admittedly, Sea Limited stock may appear to have moved too far too fast. Since falling to a low of just under $41 per share last November, it has more than doubled.Still, in other ways, Sea Limited appears far from done. The tech conglomerate, which includes the e-commerce business Shopee and fintech segment Sea Money, has drawn investor interest amid a push to cut costs and turn profitable.Sea Money has continued to grow at a triple-digit clip, though it only makes up around 10% of the company's revenue. Earlier in the year, Shopee reversed most of its expansion plans outside its core Southeast Asian market. But the strategy seems to have worked as e-commerce revenue of $7.3 billion rose 42% in 2022 compared with the prior year.Additionally, the factor that could make Sea Limited's stock fully turn around is the reversal of declining revenue in its gaming segment, Garena. Garena's Free Fire was the world's most downloaded mobile game from 2019 to 2021, but its popularity has waned amid a decline in the gaming industry. Consequently, Garena's revenue dropped 9% in 2022 to $3.9 billion.However, Newzoo forecasts player numbers will grow from 3.2 billion in 2022 to 3.5 billion by 2025. Such growth should help reverse declines in the gaming industry. That could accelerate Sea Limited's revenue growth, which in 2022 surged 25% to $12.4 billion.SE PS Ratio data by YChartsMoreover, despite the recent surge in the stock price, investors should remember that Sea Limited sells at a discount of more than 70% from its all-time high in the fall of 2021. As a result, it trades at a P/S ratio of 4. That is just above all-time lows and well below the record sales multiple of just above 30 in 2021.Such a valuation could induce investors to brave the waters. And given the entertainment stock's potential when all three segments are in a growth mode, the new bull market in Sea Limited stock may have only just begun.Adobe's stock is still a bargainJake Lerch (Adobe): Shares of software giant Adobe have been on a wild ride over the last year and a half. The stock is still more than 44% off its all-time high of $688.37, even after rallying 35% over the last six months.Yet, to my eye, Adobe has room to run higher from here -- much higher. Why? Two reasons.First, Wall Street has been wrong. Many analysts have expected a pullback in demand for Adobe's products that just hasn't materialized. The company has beaten earnings expectations in four straight quarters. Adobe's rockstar lineup of products, including Creative Cloud, Document Cloud, and Experience Cloud, continue to draw in new customers and help retain existing ones.ADBE data by YChartsSecond, Adobe's valuation still looks attractive. As you can see above, Adobe's stock price has more or less tracked its trailing-12-month revenue over the last 10 years. However, right now, its stock price is lagging far behind its revenue. This is why the company's price-to-sales ratio stands at 10, below its long-term average of 12.I expect Adobe will deliver solid sales and earnings results going forward -- thanks to its subscription model and its best-of-breed creative software solutions. And if that happens, Adobe's stock could be off to the races.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940838007,"gmtCreate":1677801656409,"gmtModify":1677801660670,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940838007","repostId":"2316960400","repostType":4,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948159747,"gmtCreate":1680654291090,"gmtModify":1680654294820,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948159747","repostId":"2325438792","repostType":2,"repost":{"id":"2325438792","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":1680648766,"share":"https://ttm.financial/m/news/2325438792?lang=&edition=fundamental","pubTime":"2023-04-05 06:52","market":"us","language":"en","title":"Wall Street Ends Down As Weak Economic Data Fuels Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2325438792","media":"Reuters","summary":"*U.S. factory orders, job openings fall in February*Virgin Orbit slumps after filing for bankruptcy*","content":"<html><head></head><body><p>*U.S. factory orders, job openings fall in February</p><p>*Virgin Orbit slumps after filing for bankruptcy</p><p>*AMC Entertainment falls after litigation deal</p><p>*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%</p><p>April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.</p><p>All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.</p><p>Data on Monday had also pointed to weakening U.S. manufacturing activity.</p><p>"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears," said Sal Bruno, Chief Investment Officer at IndexIQ in New York.</p><p>Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.</p><p>Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.</p><p>Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.</p><p>The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.</p><p>The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.</p><p>Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.</p><p>Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.</p><p>Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.</p><p>Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.</p><p>So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.</p><p>Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.</p><p>AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.</p><p>Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.</p><p>The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Down As Weak Economic Data Fuels Recession Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Down As Weak Economic Data Fuels Recession Fears\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\">2023-04-05 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. factory orders, job openings fall in February</p><p>*Virgin Orbit slumps after filing for bankruptcy</p><p>*AMC Entertainment falls after litigation deal</p><p>*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%</p><p>April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.</p><p>All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.</p><p>Data on Monday had also pointed to weakening U.S. manufacturing activity.</p><p>"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears," said Sal Bruno, Chief Investment Officer at IndexIQ in New York.</p><p>Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.</p><p>Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.</p><p>Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.</p><p>The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.</p><p>The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.</p><p>Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.</p><p>Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.</p><p>Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.</p><p>Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.</p><p>So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.</p><p>Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.</p><p>AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.</p><p>Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.</p><p>The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325438792","content_text":"*U.S. factory orders, job openings fall in February*Virgin Orbit slumps after filing for bankruptcy*AMC Entertainment falls after litigation deal*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.Data on Monday had also pointed to weakening U.S. manufacturing activity.\"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears,\" said Sal Bruno, Chief Investment Officer at IndexIQ in New York.Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.Shares of Digital World Acquisition Corp fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941643190,"gmtCreate":1680228769811,"gmtModify":1680228773570,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9941643190","repostId":"2323455677","repostType":2,"repost":{"id":"2323455677","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680218739,"share":"https://ttm.financial/m/news/2323455677?lang=&edition=fundamental","pubTime":"2023-03-31 07:25","market":"us","language":"en","title":"Michael Burry of \"Big Short\" Fame Says He Was \"Wrong\" to Tell Investors to \"Sell\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2323455677","media":"Dow Jones","summary":"Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis's book ","content":"<html><head></head><body><p>Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis's book "the Big Short," said in a Thursday tweet that he was "wrong" to tell investors to sell stocks two months ago.</p><p>Burry issued a one-word tweet on Jan. 31 advising his followers to "sell." While he didn't elaborate, MarketWatch's Steve Goldstein noted at the time that it wasn't hard to fill in the blanks.</p><p>The hedge-fund manager, who correctly anticipated the collapse of the U.S. housing market that triggered the 2008 financial crisis, was advising his followers to sell stocks after a stellar January run-up that saw the Nasdaq Composite rise 10.7%, according to FactSet -- its best start to a year in nearly two decades.</p><p>On Feb. 2, a few days after Burry's "sell" tweet, the S&P 500 index closed at 4,179.76 after the Fed delivered a 25 basis point interest rate hike. That proved to be the large-cap index's highest close of 2023, as several weeks of declines followed. The index has fallen roughly 3% since that day, according to FactSet data.</p><p>But the trend changed once again in March, as U.S. stocks proved surprisingly resilient, shrugging off a transatlantic crisis of confidence in the banking sector, renewed fears of an economic downturn, and expectations that S&P 500 companies suffered their biggest quarterly earnings decline since the second quarter of 2020.</p><p>The resilience of U.S. stocks appeared even more remarkable when compared with massive daily swings in Treasury yields that briefly caused implied volatility in the bond market to explode to its highest level since 2008</p><p>Wall Street analysts expect corporate earnings for S&P 500 firms to have declined 6.1% during the first quarter, which ends on Friday. If this comes to pass, it would be the biggest quarterly decline since the second quarter of 2020, according to FactSet's John Butters.</p><p>Burry sent a second tweet on Thursday sardonically calling out contemporary traders for continuing to "buy the dip" in U.S. stocks, following a Bloomberg News report that 2023 is shaping up to be a banner year for the strategy, which gained prominence during the bull run that followed the 2008 financial crisis.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry of \"Big Short\" Fame Says He Was \"Wrong\" to Tell Investors to \"Sell\"</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\">\nMichael Burry of \"Big Short\" Fame Says He Was \"Wrong\" to Tell Investors to \"Sell\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-31 07:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis's book "the Big Short," said in a Thursday tweet that he was "wrong" to tell investors to sell stocks two months ago.</p><p>Burry issued a one-word tweet on Jan. 31 advising his followers to "sell." While he didn't elaborate, MarketWatch's Steve Goldstein noted at the time that it wasn't hard to fill in the blanks.</p><p>The hedge-fund manager, who correctly anticipated the collapse of the U.S. housing market that triggered the 2008 financial crisis, was advising his followers to sell stocks after a stellar January run-up that saw the Nasdaq Composite rise 10.7%, according to FactSet -- its best start to a year in nearly two decades.</p><p>On Feb. 2, a few days after Burry's "sell" tweet, the S&P 500 index closed at 4,179.76 after the Fed delivered a 25 basis point interest rate hike. That proved to be the large-cap index's highest close of 2023, as several weeks of declines followed. The index has fallen roughly 3% since that day, according to FactSet data.</p><p>But the trend changed once again in March, as U.S. stocks proved surprisingly resilient, shrugging off a transatlantic crisis of confidence in the banking sector, renewed fears of an economic downturn, and expectations that S&P 500 companies suffered their biggest quarterly earnings decline since the second quarter of 2020.</p><p>The resilience of U.S. stocks appeared even more remarkable when compared with massive daily swings in Treasury yields that briefly caused implied volatility in the bond market to explode to its highest level since 2008</p><p>Wall Street analysts expect corporate earnings for S&P 500 firms to have declined 6.1% during the first quarter, which ends on Friday. If this comes to pass, it would be the biggest quarterly decline since the second quarter of 2020, according to FactSet's John Butters.</p><p>Burry sent a second tweet on Thursday sardonically calling out contemporary traders for continuing to "buy the dip" in U.S. stocks, following a Bloomberg News report that 2023 is shaping up to be a banner year for the strategy, which gained prominence during the bull run that followed the 2008 financial crisis.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323455677","content_text":"Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis's book \"the Big Short,\" said in a Thursday tweet that he was \"wrong\" to tell investors to sell stocks two months ago.Burry issued a one-word tweet on Jan. 31 advising his followers to \"sell.\" While he didn't elaborate, MarketWatch's Steve Goldstein noted at the time that it wasn't hard to fill in the blanks.The hedge-fund manager, who correctly anticipated the collapse of the U.S. housing market that triggered the 2008 financial crisis, was advising his followers to sell stocks after a stellar January run-up that saw the Nasdaq Composite rise 10.7%, according to FactSet -- its best start to a year in nearly two decades.On Feb. 2, a few days after Burry's \"sell\" tweet, the S&P 500 index closed at 4,179.76 after the Fed delivered a 25 basis point interest rate hike. That proved to be the large-cap index's highest close of 2023, as several weeks of declines followed. The index has fallen roughly 3% since that day, according to FactSet data.But the trend changed once again in March, as U.S. stocks proved surprisingly resilient, shrugging off a transatlantic crisis of confidence in the banking sector, renewed fears of an economic downturn, and expectations that S&P 500 companies suffered their biggest quarterly earnings decline since the second quarter of 2020.The resilience of U.S. stocks appeared even more remarkable when compared with massive daily swings in Treasury yields that briefly caused implied volatility in the bond market to explode to its highest level since 2008Wall Street analysts expect corporate earnings for S&P 500 firms to have declined 6.1% during the first quarter, which ends on Friday. If this comes to pass, it would be the biggest quarterly decline since the second quarter of 2020, according to FactSet's John Butters.Burry sent a second tweet on Thursday sardonically calling out contemporary traders for continuing to \"buy the dip\" in U.S. stocks, following a Bloomberg News report that 2023 is shaping up to be a banner year for the strategy, which gained prominence during the bull run that followed the 2008 financial crisis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947803831,"gmtCreate":1682753927124,"gmtModify":1682753934871,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9947803831","repostId":"1105388171","repostType":2,"repost":{"id":"1105388171","kind":"news","pubTimestamp":1682735400,"share":"https://ttm.financial/m/news/1105388171?lang=&edition=fundamental","pubTime":"2023-04-29 10:30","market":"us","language":"en","title":"First Republic’s Fate Uncertain After Stock’s Harrowing Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1105388171","media":"Bloomberg","summary":"Some senior FDIC officials expect bank to keep seeking a dealMeanwhile, larger banks are preparing f","content":"<html><head></head><body><ul><li><p>Some senior FDIC officials expect bank to keep seeking a deal</p></li><li><p>Meanwhile, larger banks are preparing for a potential seizure</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a728a569719ed45a4ef5d1a57fe847ed\" alt=\"A First Republic Bank branch in New York. Photographer: Stephanie Keith/Bloomberg\" title=\"A First Republic Bank branch in New York. Photographer: Stephanie Keith/Bloomberg\" tg-width=\"1000\" tg-height=\"667\"/><span>A First Republic Bank branch in New York. Photographer: Stephanie Keith/Bloomberg</span></p><p style=\"text-align: start;\">First Republic Bank’s week of harrowing stock drops and urgent work toward a deal to shore up its balance sheet ended with the lender’s fate in limbo.</p><p style=\"text-align: start;\">The Federal Deposit Insurance Corp., keeping tabs on the bank’s deposits and funding, hasn’t reached a decision on intervening at the troubled lender, according to people with direct knowledge of the matter. Some senior officials there expect the firm’s management will continue pursuing talks for a private-sector deal to bolster its finances.</p><p style=\"text-align: start;\">Still, the FDIC’s position could change if there’s an unforeseen development.</p><p style=\"text-align: start;\">Meanwhile, larger lenders have started preparing for the possibility that the government seizes First Republic and asks them to bid on the bank or its assets, people close to the situation said, asking not to be named describing confidential preparations. While banks have been reluctant to put up money to rescue the firm in recent days, some are keen to make offers if it’s auctioned.</p><p>JPMorgan Chase & Co. and PNC Financial Services Group Inc. are among the big banks vying to buy First Republic in a deal that would come after a government seizure, the Wall Street Journal reported late Friday, citing people with knowledge of the matter. A seizure could take place as soon as this weekend, the newspaper said. </p><p style=\"text-align: start;\">A spokesperson for the FDIC said late Friday that the agency doesn’t comment on “operating institutions.” Representatives for California’s banking regulator, which would take the lead in deciding whether the San Francisco-based lender has failed, didn’t respond to requests for comment.</p><p style=\"text-align: start;\">“We are engaged in discussions with multiple parties about our strategic options while continuing to serve our clients,” a spokesperson for First Republic said in a statement at the close of regular business in California.</p><p style=\"text-align: start;\">The company’s stock plunged by more than half at one point on Friday amid renewed concern that the FDIC might seize the bank. A few proposals for an industry-led rescue have surfaced in recent days. But they have yet to yield any deal.</p><p style=\"text-align: start;\">With the stock down 97% this year, bankers and regulators have been stuck in a standoff, with both sides seeking to avoid steep losses and hoping the other will handle the troubled firm. </p><p style=\"text-align: start;\">A group of 11 banks that deposited $30 billion into First Republic last month to give it time to find a solution have proved reluctant to invest in the firm itself, even if that means they might lose some cash in their accounts. Some stronger firms are waiting for the government to offer aid or put the bank in receivership, a resolution they view as cleaner — and potentially ending with a sale of business lines or assets at attractive prices.</p><p style=\"text-align: start;\">But receivership is an outcome the FDIC would prefer to avoid in part because of the multibillion-dollar hit to its own deposit insurance fund. The agency is already planning to impose a special assessment on the industry to cover the cost of Silicon Valley Bank and Signature Bank’s failures last month.</p><p style=\"text-align: start;\">Weighing on First Republic’s balance sheet is a mountain of low-interest loans, including an unusually large portfolio of jumbo mortgages to wealthy clients. Such debts have lost value amid interest-rate hikes.</p><p>The collapse of SVB in March stoked concerns about the soundness of regional lenders with such holdings, prompting wealthy depositors and businesses with uninsured deposits to yank their money. First Republic was left paying more for funding than it earns on many of its assets.</p><p style=\"text-align: start;\">Still, the bank’s executives emphasized in an earnings report this week, the firm has ample cash reserves to continue meeting clients’ needs.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic’s Fate Uncertain After Stock’s Harrowing Drop</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\">\nFirst Republic’s Fate Uncertain After Stock’s Harrowing Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-29 10:30 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-04-29/first-republic-s-fate-uncertain-after-stock-s-harrowing-tumble?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some senior FDIC officials expect bank to keep seeking a dealMeanwhile, larger banks are preparing for a potential seizureA First Republic Bank branch in New York. Photographer: Stephanie Keith/...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-29/first-republic-s-fate-uncertain-after-stock-s-harrowing-tumble?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-29/first-republic-s-fate-uncertain-after-stock-s-harrowing-tumble?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105388171","content_text":"Some senior FDIC officials expect bank to keep seeking a dealMeanwhile, larger banks are preparing for a potential seizureA First Republic Bank branch in New York. Photographer: Stephanie Keith/BloombergFirst Republic Bank’s week of harrowing stock drops and urgent work toward a deal to shore up its balance sheet ended with the lender’s fate in limbo.The Federal Deposit Insurance Corp., keeping tabs on the bank’s deposits and funding, hasn’t reached a decision on intervening at the troubled lender, according to people with direct knowledge of the matter. Some senior officials there expect the firm’s management will continue pursuing talks for a private-sector deal to bolster its finances.Still, the FDIC’s position could change if there’s an unforeseen development.Meanwhile, larger lenders have started preparing for the possibility that the government seizes First Republic and asks them to bid on the bank or its assets, people close to the situation said, asking not to be named describing confidential preparations. While banks have been reluctant to put up money to rescue the firm in recent days, some are keen to make offers if it’s auctioned.JPMorgan Chase & Co. and PNC Financial Services Group Inc. are among the big banks vying to buy First Republic in a deal that would come after a government seizure, the Wall Street Journal reported late Friday, citing people with knowledge of the matter. A seizure could take place as soon as this weekend, the newspaper said. A spokesperson for the FDIC said late Friday that the agency doesn’t comment on “operating institutions.” Representatives for California’s banking regulator, which would take the lead in deciding whether the San Francisco-based lender has failed, didn’t respond to requests for comment.“We are engaged in discussions with multiple parties about our strategic options while continuing to serve our clients,” a spokesperson for First Republic said in a statement at the close of regular business in California.The company’s stock plunged by more than half at one point on Friday amid renewed concern that the FDIC might seize the bank. A few proposals for an industry-led rescue have surfaced in recent days. But they have yet to yield any deal.With the stock down 97% this year, bankers and regulators have been stuck in a standoff, with both sides seeking to avoid steep losses and hoping the other will handle the troubled firm. A group of 11 banks that deposited $30 billion into First Republic last month to give it time to find a solution have proved reluctant to invest in the firm itself, even if that means they might lose some cash in their accounts. Some stronger firms are waiting for the government to offer aid or put the bank in receivership, a resolution they view as cleaner — and potentially ending with a sale of business lines or assets at attractive prices.But receivership is an outcome the FDIC would prefer to avoid in part because of the multibillion-dollar hit to its own deposit insurance fund. The agency is already planning to impose a special assessment on the industry to cover the cost of Silicon Valley Bank and Signature Bank’s failures last month.Weighing on First Republic’s balance sheet is a mountain of low-interest loans, including an unusually large portfolio of jumbo mortgages to wealthy clients. Such debts have lost value amid interest-rate hikes.The collapse of SVB in March stoked concerns about the soundness of regional lenders with such holdings, prompting wealthy depositors and businesses with uninsured deposits to yank their money. First Republic was left paying more for funding than it earns on many of its assets.Still, the bank’s executives emphasized in an earnings report this week, the firm has ample cash reserves to continue meeting clients’ needs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949634181,"gmtCreate":1678581075343,"gmtModify":1678581079117,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949634181","repostId":"2318767148","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940351530,"gmtCreate":1677716085320,"gmtModify":1677716089057,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940351530","repostId":"2316241106","repostType":4,"repost":{"id":"2316241106","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":1677711956,"share":"https://ttm.financial/m/news/2316241106?lang=&edition=fundamental","pubTime":"2023-03-02 07:05","market":"us","language":"en","title":"S&P, Nasdaq Weak As Manufacturing Stokes Fed Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2316241106","media":"Reuters","summary":"Two-year Treasury yield jumps to 2007 highNovavax slumps on going concern worriesTesla slips ahead o","content":"<html><head></head><body><ul><li>Two-year Treasury yield jumps to 2007 high</li><li>Novavax slumps on going concern worries</li><li>Tesla slips ahead of investor day</li></ul><p><img src=\"https://static.tigerbbs.com/ded13391d1772e0ac524b6ef82aaf772\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, March 1 (Reuters) - The S&P 500 and Nasdaq fell for a second straight session on Wednesday as Treasury yields jumped after manufacturing data indicated inflation is likely to remain stubbornly high, while comments from Federal Reserve policymakers supported a hawkish policy stance.</p><p>The yield on 10-year notes topped 4% for the first time since November, reaching a high of 4.01%, after the Institute for Supply Management's <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> survey showed U.S. manufacturing contracted in February and prices for raw materials increased last month.</p><p>After the data was released, the two-year U.S. Treasury yield, which typically moves in step with interest rate expectations, gained on the day after reaching 4.904%, its highest since 2007. It was last up 8.4 basis points at 4.881%.</p><p>"You could see the market kind of deteriorated a little bit, yields started climbing after that February ISM manufacturing report. Prices paid component, that really jumped, broke a four-month streak of price declines," said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan, referring to the ISM Manufacturing Prices Paid Index which is seen as an inflation indicator.</p><p>"That is just another piece of evidence we have seen over the past couple of weeks that inflation is remaining stickier than what most people thought in January," he said, adding it was likely the Fed is going to move rates higher.</p><p>Saglimbene added the bond market has recently been indicating there is a greater chance the Fed could move the terminal rate somewhere close to 6%.</p><p>The Dow Jones Industrial Average rose 5.14 points, or 0.02%, to 32,661.84, the S&P 500 lost 18.76 points, or 0.47%, to 3,951.39 and the Nasdaq Composite dropped 76.06 points, or 0.66%, to 11,379.48.</p><p>The Dow held near the unchanged mark as Caterpillar shares rose 3.81% after the construction equipment maker said it had reached a tentative deal with a union that represents workers at four of its facilities.</p><p>Fed funds futures showed traders added to bets the U.S. central bank will raise its benchmark rate to a range of 5.5%-5.75% by September, from the current range of 4.5%-4.75%.</p><p>Further fueling concerns about central bank aggressiveness, Minneapolis Fed President Neel Kashkari, a voter in the rate-setting committee in 2023, said he is "open-minded" on either a 25 basis point or a 50 basis point rate hike in March. Atlanta Fed President Raphael Bostic said in an essay that while a federal funds rate between 5% to 5.25% would be adequate, the policy would have to remain tight "well into 2024" until inflation is clearly subsiding.</p><p>After a strong January, the main U.S. benchmarks stumbled in February on growing expectations the Fed will increase rates more than initially thought as segments of the economy such as the labor market remain tight, while inflation has not ebbed as quickly as anticipated.</p><p>U.S. monthly payrolls and consumer prices data in the coming days will further help investors gauge the path of rates ahead of the March 21-22 meeting, when the Fed is largely seen hiking rates by 25 basis points.</p><p>Energy and materials sectors were among the few winners in the session as commodity prices gained after data showed China's manufacturing activity expanded at the fastest pace in more than a decade as the country continues to leave its COVID-19 restrictions behind.</p><p>Tesla Inc slipped 1.43% ahead of its investor day event. The electric automaker is readying a production revamp of its top-selling Model Y, Reuters reported, citing people familiar with the plan.</p><p>Novavax Inc plunged 25.92% after the COVID-19 vaccine maker raised doubts about its ability to remain in business and announced plans to slash spending as it prepares for a fall vaccination campaign.</p><p>Volume on U.S. exchanges was 11.00 billion shares, compared with the 11.39 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.32-to-1 ratio; on Nasdaq, a 1.29-to-1 ratio favored decliners.</p><p>The S&P 500 posted 9 new 52-week highs and 13 new lows; the Nasdaq Composite recorded 79 new highs and 114 new lows.</p><p>(Reporting by Chuck Mikolajczak; Editing by Aurora Ellis)</p><p>((charles.mikolajczak@tr.com; @ChuckMik;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P, Nasdaq Weak As Manufacturing Stokes Fed Concerns</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\">\nS&P, Nasdaq Weak As Manufacturing Stokes Fed Concerns\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\">2023-03-02 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Two-year Treasury yield jumps to 2007 high</li><li>Novavax slumps on going concern worries</li><li>Tesla slips ahead of investor day</li></ul><p><img src=\"https://static.tigerbbs.com/ded13391d1772e0ac524b6ef82aaf772\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, March 1 (Reuters) - The S&P 500 and Nasdaq fell for a second straight session on Wednesday as Treasury yields jumped after manufacturing data indicated inflation is likely to remain stubbornly high, while comments from Federal Reserve policymakers supported a hawkish policy stance.</p><p>The yield on 10-year notes topped 4% for the first time since November, reaching a high of 4.01%, after the Institute for Supply Management's <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> survey showed U.S. manufacturing contracted in February and prices for raw materials increased last month.</p><p>After the data was released, the two-year U.S. Treasury yield, which typically moves in step with interest rate expectations, gained on the day after reaching 4.904%, its highest since 2007. It was last up 8.4 basis points at 4.881%.</p><p>"You could see the market kind of deteriorated a little bit, yields started climbing after that February ISM manufacturing report. Prices paid component, that really jumped, broke a four-month streak of price declines," said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan, referring to the ISM Manufacturing Prices Paid Index which is seen as an inflation indicator.</p><p>"That is just another piece of evidence we have seen over the past couple of weeks that inflation is remaining stickier than what most people thought in January," he said, adding it was likely the Fed is going to move rates higher.</p><p>Saglimbene added the bond market has recently been indicating there is a greater chance the Fed could move the terminal rate somewhere close to 6%.</p><p>The Dow Jones Industrial Average rose 5.14 points, or 0.02%, to 32,661.84, the S&P 500 lost 18.76 points, or 0.47%, to 3,951.39 and the Nasdaq Composite dropped 76.06 points, or 0.66%, to 11,379.48.</p><p>The Dow held near the unchanged mark as Caterpillar shares rose 3.81% after the construction equipment maker said it had reached a tentative deal with a union that represents workers at four of its facilities.</p><p>Fed funds futures showed traders added to bets the U.S. central bank will raise its benchmark rate to a range of 5.5%-5.75% by September, from the current range of 4.5%-4.75%.</p><p>Further fueling concerns about central bank aggressiveness, Minneapolis Fed President Neel Kashkari, a voter in the rate-setting committee in 2023, said he is "open-minded" on either a 25 basis point or a 50 basis point rate hike in March. Atlanta Fed President Raphael Bostic said in an essay that while a federal funds rate between 5% to 5.25% would be adequate, the policy would have to remain tight "well into 2024" until inflation is clearly subsiding.</p><p>After a strong January, the main U.S. benchmarks stumbled in February on growing expectations the Fed will increase rates more than initially thought as segments of the economy such as the labor market remain tight, while inflation has not ebbed as quickly as anticipated.</p><p>U.S. monthly payrolls and consumer prices data in the coming days will further help investors gauge the path of rates ahead of the March 21-22 meeting, when the Fed is largely seen hiking rates by 25 basis points.</p><p>Energy and materials sectors were among the few winners in the session as commodity prices gained after data showed China's manufacturing activity expanded at the fastest pace in more than a decade as the country continues to leave its COVID-19 restrictions behind.</p><p>Tesla Inc slipped 1.43% ahead of its investor day event. The electric automaker is readying a production revamp of its top-selling Model Y, Reuters reported, citing people familiar with the plan.</p><p>Novavax Inc plunged 25.92% after the COVID-19 vaccine maker raised doubts about its ability to remain in business and announced plans to slash spending as it prepares for a fall vaccination campaign.</p><p>Volume on U.S. exchanges was 11.00 billion shares, compared with the 11.39 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.32-to-1 ratio; on Nasdaq, a 1.29-to-1 ratio favored decliners.</p><p>The S&P 500 posted 9 new 52-week highs and 13 new lows; the Nasdaq Composite recorded 79 new highs and 114 new lows.</p><p>(Reporting by Chuck Mikolajczak; Editing by Aurora Ellis)</p><p>((charles.mikolajczak@tr.com; @ChuckMik;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4581":"高盛持仓","DXD":"道指两倍做空ETF","BK4504":"桥水持仓","DDM":"道指两倍做多ETF","NVAX":"诺瓦瓦克斯医药","TSLA":"特斯拉","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4139":"生物科技",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4568":"美国抗疫概念","UDOW":"道指三倍做多ETF-ProShares","BK4588":"碎股","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316241106","content_text":"Two-year Treasury yield jumps to 2007 highNovavax slumps on going concern worriesTesla slips ahead of investor dayNEW YORK, March 1 (Reuters) - The S&P 500 and Nasdaq fell for a second straight session on Wednesday as Treasury yields jumped after manufacturing data indicated inflation is likely to remain stubbornly high, while comments from Federal Reserve policymakers supported a hawkish policy stance.The yield on 10-year notes topped 4% for the first time since November, reaching a high of 4.01%, after the Institute for Supply Management's $(ISM)$ survey showed U.S. manufacturing contracted in February and prices for raw materials increased last month.After the data was released, the two-year U.S. Treasury yield, which typically moves in step with interest rate expectations, gained on the day after reaching 4.904%, its highest since 2007. It was last up 8.4 basis points at 4.881%.\"You could see the market kind of deteriorated a little bit, yields started climbing after that February ISM manufacturing report. Prices paid component, that really jumped, broke a four-month streak of price declines,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan, referring to the ISM Manufacturing Prices Paid Index which is seen as an inflation indicator.\"That is just another piece of evidence we have seen over the past couple of weeks that inflation is remaining stickier than what most people thought in January,\" he said, adding it was likely the Fed is going to move rates higher.Saglimbene added the bond market has recently been indicating there is a greater chance the Fed could move the terminal rate somewhere close to 6%.The Dow Jones Industrial Average rose 5.14 points, or 0.02%, to 32,661.84, the S&P 500 lost 18.76 points, or 0.47%, to 3,951.39 and the Nasdaq Composite dropped 76.06 points, or 0.66%, to 11,379.48.The Dow held near the unchanged mark as Caterpillar shares rose 3.81% after the construction equipment maker said it had reached a tentative deal with a union that represents workers at four of its facilities.Fed funds futures showed traders added to bets the U.S. central bank will raise its benchmark rate to a range of 5.5%-5.75% by September, from the current range of 4.5%-4.75%.Further fueling concerns about central bank aggressiveness, Minneapolis Fed President Neel Kashkari, a voter in the rate-setting committee in 2023, said he is \"open-minded\" on either a 25 basis point or a 50 basis point rate hike in March. Atlanta Fed President Raphael Bostic said in an essay that while a federal funds rate between 5% to 5.25% would be adequate, the policy would have to remain tight \"well into 2024\" until inflation is clearly subsiding.After a strong January, the main U.S. benchmarks stumbled in February on growing expectations the Fed will increase rates more than initially thought as segments of the economy such as the labor market remain tight, while inflation has not ebbed as quickly as anticipated.U.S. monthly payrolls and consumer prices data in the coming days will further help investors gauge the path of rates ahead of the March 21-22 meeting, when the Fed is largely seen hiking rates by 25 basis points.Energy and materials sectors were among the few winners in the session as commodity prices gained after data showed China's manufacturing activity expanded at the fastest pace in more than a decade as the country continues to leave its COVID-19 restrictions behind.Tesla Inc slipped 1.43% ahead of its investor day event. The electric automaker is readying a production revamp of its top-selling Model Y, Reuters reported, citing people familiar with the plan.Novavax Inc plunged 25.92% after the COVID-19 vaccine maker raised doubts about its ability to remain in business and announced plans to slash spending as it prepares for a fall vaccination campaign.Volume on U.S. exchanges was 11.00 billion shares, compared with the 11.39 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.32-to-1 ratio; on Nasdaq, a 1.29-to-1 ratio favored decliners.The S&P 500 posted 9 new 52-week highs and 13 new lows; the Nasdaq Composite recorded 79 new highs and 114 new lows.(Reporting by Chuck Mikolajczak; Editing by Aurora Ellis)((charles.mikolajczak@tr.com; @ChuckMik;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945210942,"gmtCreate":1681482453186,"gmtModify":1681482457132,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9945210942","repostId":"1138147799","repostType":2,"repost":{"id":"1138147799","kind":"news","pubTimestamp":1681481102,"share":"https://ttm.financial/m/news/1138147799?lang=&edition=fundamental","pubTime":"2023-04-14 22:05","market":"us","language":"en","title":"Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1138147799","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of ","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Goldman Sachs double upgraded <strong>VF Corp.</strong> (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts "now weighted to the upside," the analyst tells investors in a research note.</p></li><li><p>Barclays upgraded <strong>Mosaic</strong> (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets "remain tight," and while record earnings from 2022 won't be repeated in 2023, there is "enough buckets of opportunities" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.</p></li><li><p>Compass Point upgraded <strong>Argo Blockchain</strong> (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.</p></li><li><p>JPMorgan upgraded<strong> Huya</strong> (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.</p></li><li><p>Northcoast upgraded <strong>Casey's General Stores</strong> (CASY) to Buy from Neutral with a price target of $270, up from $247.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Piper Sandler downgraded <strong>Rivian Automotive</strong> (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.</p></li><li><p>Raymond James downgraded <strong>Check Point Software</strong> (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.</p></li><li><p>BTIG downgraded <strong>ViewRay</strong> (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.</p></li><li><p>Piper Sandler downgraded <strong>Steris</strong> (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.</p></li><li><p>Maxim downgraded <strong>Biocept</strong> (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Stifel resumed coverage of <strong>Philip Morris</strong> (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers "superior growth potential" compared to both its tobacco and consumer staples peers.</p></li><li><p>Roth MKM initiated coverage of <strong>LiveOne</strong> (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen "rapid advances" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.</p></li><li><p>BMO Capital reinstated coverage of <strong>Tyson Foods</strong> (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.</p></li><li><p>Stifel resumed coverage of <strong>Lamb Weston</strong> (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the "sales recovery is compelling," while adding that it believes the multiple can continue to expand as investors "appreciate the growth and ultimate margin opportunity."</p></li><li><p>Philip MorrisStephens initiated coverage of <strong>Shift4 Payments</strong> (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.</p></li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More</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\">\nTop Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 22:05 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSN":"泰森食品","RIVN":"Rivian Automotive, Inc.","PM":"菲利普莫里斯"},"source_url":"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138147799","content_text":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts \"now weighted to the upside,\" the analyst tells investors in a research note.Barclays upgraded Mosaic (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets \"remain tight,\" and while record earnings from 2022 won't be repeated in 2023, there is \"enough buckets of opportunities\" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.Compass Point upgraded Argo Blockchain (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.JPMorgan upgraded Huya (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.Northcoast upgraded Casey's General Stores (CASY) to Buy from Neutral with a price target of $270, up from $247.Top 5 Downgrades:Piper Sandler downgraded Rivian Automotive (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.Raymond James downgraded Check Point Software (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.BTIG downgraded ViewRay (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.Piper Sandler downgraded Steris (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.Maxim downgraded Biocept (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.Top 5 Initiations:Stifel resumed coverage of Philip Morris (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers \"superior growth potential\" compared to both its tobacco and consumer staples peers.Roth MKM initiated coverage of LiveOne (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen \"rapid advances\" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.BMO Capital reinstated coverage of Tyson Foods (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.Stifel resumed coverage of Lamb Weston (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the \"sales recovery is compelling,\" while adding that it believes the multiple can continue to expand as investors \"appreciate the growth and ultimate margin opportunity.\"Philip MorrisStephens initiated coverage of Shift4 Payments (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943347721,"gmtCreate":1679196849563,"gmtModify":1679196853232,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943347721","repostId":"2320584107","repostType":4,"repost":{"id":"2320584107","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1679186631,"share":"https://ttm.financial/m/news/2320584107?lang=&edition=fundamental","pubTime":"2023-03-19 08:43","market":"us","language":"en","title":"What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2320584107","media":"Dow Jones","summary":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors","content":"<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike</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\">\nWhat It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-19 08:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4211":"区域性银行","BK4552":"Archegos爆仓风波概念",".DJI":"道琼斯","BK4118":"综合性资本市场",".SPX":"S&P 500 Index","BK4589":"SVB概念","BK4548":"巴美列捷福持仓",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","SBNY":"签字银行","LU1861217088.USD":"贝莱德金融科技A2"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320584107","content_text":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.Fear of unknown risksWild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”The Dow Jones Industrial Average shed 384 points Friday, the S&P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952143631,"gmtCreate":1674561315523,"gmtModify":1676538946603,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952143631","repostId":"1157773806","repostType":4,"repost":{"id":"1157773806","kind":"news","pubTimestamp":1674574260,"share":"https://ttm.financial/m/news/1157773806?lang=&edition=fundamental","pubTime":"2023-01-24 23:31","market":"us","language":"en","title":"3 Tech Stocks to Sell in January Before They Get Torpedoed","url":"https://stock-news.laohu8.com/highlight/detail?id=1157773806","media":"InvestorPlace","summary":"Here are three stocks to sell for investors looking to trim down their portfolios right now.DocuSign","content":"<html><head></head><body><ul><li>Here are three stocks to sell for investors looking to trim down their portfolios right now.</li><li><b>DocuSign</b>(<b><u>DOCU</u></b>): Rampant inflation, slowing growth rates, and a dip in the housing market are causing significant pain.</li><li><b>Opendoor</b>(<b><u>OPEN</u></b>): Opendoor is failing to live up to its reputation because the industry is in trouble.</li><li><b>Silvergate Capital Corporation</b>(<b><u>SI</u></b>): The crypto bank is lucky to still be here, having survived despite the market meltdown.</li></ul><p>With tech stocks continuing to rise, it is becoming increasingly difficult to decide which companies are worth buying, and which are simply stocks to sell. This article will give readers an overview of the best tech stocks to sell to maximize their returns.</p><p>The U.S., European, and Chinese stock markets have experienced positive gains since the start of the year. However, despite this recent bullishness,<b>UBS Global Wealth Management</b> cautioned against being over-confident in the sustainability of this run. Factors like high inflation and other market conditions could still be unfavorable for stocks in the early months of 2023.</p><p>Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, voiced his concern over the possibility of a ‘head fake’ rally, and that economic data may not achieve the market’s expectations in a recent note to clients. He cautioned that it’s still too soon to infer that inflation is no longer a concern. Additionally, he highlighted the possibility of core inflation being higher than anticipated, along with other potential risks facing the markets.</p><p>Investors could not be happier with the positive start to this year. However, they should also remain watchful. Although the market is looking up, economic data are still uncertain. Thus, it’s far from guaranteed that this impressive progress we’ve seen will remain for the rest of 2023.</p><p>Accordingly, for those looking to trim equity exposure, here are three stocks to sell.</p><p><b>DocuSign (DOCU)</b></p><p><b>DocuSign</b>(NASDAQ: <b><u>DOCU</u></b>) is a company providing digital signature solutions to a broad base of large and small corporate clients. This business model has made the company one of the most sought-after tech stocks during the pandemic. Indeed, as businesses of all sizes adjusted their operations as a result of the pandemic, many leaned on digital solutions like electronic signatures and the document management tools that DocuSign offers.</p><p>DocuSign’s yearly revenue has seen tremendous growth in the last three years. In 2022, the company reported $2.1 billion in revenue, a 45% increase on a year-over-year basis. Impressively, 2021’s $1.453 billion in revenue was also roughly 50% higher over 2020, meaning this is a compounder with some serious clout. That said, revenue growth has slowed of late, with the company reporting top-line growth of 24.5% for the 12 months ended Oct. 31, 2022.</p><p>Growth has slowed further, to just 18%, as pr the company’s recently-released Q3 and fiscal 2023 financial results. Subscription income came in at $624.1 million, an increase of 18% compared to the year prior. Professional services and other revenue registered a boost of 27%, amounting to $21.4 million compared to the same period last year. However, the numbers signify a decrease sequentially, and reflect a general decline in growth for this previous high-flyer.</p><p>In addition, the dip in the residential real estate market is a cause for worry. When he published his piece on tech stocks to sell in December, <i>InvestorPlace</i> contributor Larry Ramer made an astute evaluation. That is, that the housing market was among the driving forces behind this organization’s success. The data proves Ramer is right.</p><p>Unfortunately, the US housing market saw another decline in December, extending the slump to four consecutive months in 2022. This marked a difficult year for the industry, which experienced its first annual decrease in housing starts since 2009.</p><p>Many people, including Larry, used the software when purchasing a house. However, the market downturn has intensified downward pressure on DocuSign, which is why it is on this list of tech stocks to sell.</p><p><b>Opendoor (OPEN)</b></p><p><b>Opendoor Technologies</b>(NASDAQ: <b><u>OPEN</u></b>) is bringing about a revolution in the home-buying process with its disruptive technology. It aims to provide an automated solution for a smoother, quicker, and more convenient buying experience. Accordingly, it’s no surprise to see the influx of investors to this stock, when it made its debut in 2020.</p><p>In 2020, when Opendoor made its stock market debut, investors swarmed to the investment opportunity. This was at the pandemic’s peak, when investors were flush with cash and looking for a place to grow it. As a result, the stock did very well during its initial few weeks, surging in value as speculators entered the market.</p><p>However, Opendoor’s stock price has hit a rough patch over the past year. This is primarily due to increasingly bearish market sentiment. OPEN stock has lows two-thirds of its value over the past year, with expectations building that more in the way of declines could be on the horizon.</p><p>That’s largely due to the widespread aforementioned decline in the real estate market. Higher interest rates have killed this market, with home starts seeing one of the worst declines on record. <b>Redfin</b> anticipates that there will be a 16% decline in the number of existing home sales from 2022 to 2023, resulting in 4.3 million total sales. According to the company’s report, buyers are hesitant to make purchases due to affordability issues such as inflation, higher mortgage rates, and pricey homes, along with the possibility of an economic recession. <b>Morgan Stanley</b>(NYSE:<b><u>MS</u></b>) experts are also anticipating a fall in the housing sector by 2023, which could be damaging to those who bought their homes the previous year in 2022.</p><p>Undoubtedly, Opendoor’s business model is disruptive. But market trends are going against the stock, making this a top stock to sell in my books right now.</p><p><b>Silvergate Capital Corporation (SI)</b></p><p>Ah, how time flies! It seems like yesterday we were all discussing <b>Silvergate Capital</b>(NYSE:<b><u>SI</u></b>), a Californian bank that mainly specializes in cryptocurrency transactions. However, after the epic downturn in the crypto markets and the spectacular collapse of FTX, Silvergate Capital is on the ropes.</p><p>On Jan. 17, Silvergate Capital revealed its fiscal Q4 earnings, recording a net loss of $1.0 billion or ($33.16 per share). Average digital asset deposits declined to $7.3 billion from the prior quarter’s $12.0 billion. Following these results, investors have clearly priced in worries about a run on the bank, which could lead to a collapse in Silvergate Capital in short order. Fortunately, this hasn’t occurred yet, due in part to the company’s reported total deposits of $3.8 billion at the end of the quarter.</p><p>That said, during the quarter, management reported $5.2 billion in sales of debt and securities at a disadvantageous expense of $718 million, to ensure sufficient liquidity. The firm reported a massive loss, and the company’s stock price reflected this reality as well.</p><p>Those who think that this lower stock price provides a great entry point should be warned. The selling pressure with SI stock may be far from over. Many investors didn’t think the company will be able to make it out of this crypto winter. And while Silvergate Capital may continue to sustain itself temporarily on trading fees from its exchange-traded products, it’s unclear how much investor demand will remain for its shares, should another contagion event take place.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks to Sell in January Before They Get Torpedoed</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\">\n3 Tech Stocks to Sell in January Before They Get Torpedoed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 23:31 GMT+8 <a href=https://investorplace.com/2023/01/3-tech-stocks-to-sell-in-january-before-they-get-torpedod-docu-open-si/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three stocks to sell for investors looking to trim down their portfolios right now.DocuSign(DOCU): Rampant inflation, slowing growth rates, and a dip in the housing market are causing ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-tech-stocks-to-sell-in-january-before-they-get-torpedod-docu-open-si/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc","DOCU":"Docusign"},"source_url":"https://investorplace.com/2023/01/3-tech-stocks-to-sell-in-january-before-they-get-torpedod-docu-open-si/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157773806","content_text":"Here are three stocks to sell for investors looking to trim down their portfolios right now.DocuSign(DOCU): Rampant inflation, slowing growth rates, and a dip in the housing market are causing significant pain.Opendoor(OPEN): Opendoor is failing to live up to its reputation because the industry is in trouble.Silvergate Capital Corporation(SI): The crypto bank is lucky to still be here, having survived despite the market meltdown.With tech stocks continuing to rise, it is becoming increasingly difficult to decide which companies are worth buying, and which are simply stocks to sell. This article will give readers an overview of the best tech stocks to sell to maximize their returns.The U.S., European, and Chinese stock markets have experienced positive gains since the start of the year. However, despite this recent bullishness,UBS Global Wealth Management cautioned against being over-confident in the sustainability of this run. Factors like high inflation and other market conditions could still be unfavorable for stocks in the early months of 2023.Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, voiced his concern over the possibility of a ‘head fake’ rally, and that economic data may not achieve the market’s expectations in a recent note to clients. He cautioned that it’s still too soon to infer that inflation is no longer a concern. Additionally, he highlighted the possibility of core inflation being higher than anticipated, along with other potential risks facing the markets.Investors could not be happier with the positive start to this year. However, they should also remain watchful. Although the market is looking up, economic data are still uncertain. Thus, it’s far from guaranteed that this impressive progress we’ve seen will remain for the rest of 2023.Accordingly, for those looking to trim equity exposure, here are three stocks to sell.DocuSign (DOCU)DocuSign(NASDAQ: DOCU) is a company providing digital signature solutions to a broad base of large and small corporate clients. This business model has made the company one of the most sought-after tech stocks during the pandemic. Indeed, as businesses of all sizes adjusted their operations as a result of the pandemic, many leaned on digital solutions like electronic signatures and the document management tools that DocuSign offers.DocuSign’s yearly revenue has seen tremendous growth in the last three years. In 2022, the company reported $2.1 billion in revenue, a 45% increase on a year-over-year basis. Impressively, 2021’s $1.453 billion in revenue was also roughly 50% higher over 2020, meaning this is a compounder with some serious clout. That said, revenue growth has slowed of late, with the company reporting top-line growth of 24.5% for the 12 months ended Oct. 31, 2022.Growth has slowed further, to just 18%, as pr the company’s recently-released Q3 and fiscal 2023 financial results. Subscription income came in at $624.1 million, an increase of 18% compared to the year prior. Professional services and other revenue registered a boost of 27%, amounting to $21.4 million compared to the same period last year. However, the numbers signify a decrease sequentially, and reflect a general decline in growth for this previous high-flyer.In addition, the dip in the residential real estate market is a cause for worry. When he published his piece on tech stocks to sell in December, InvestorPlace contributor Larry Ramer made an astute evaluation. That is, that the housing market was among the driving forces behind this organization’s success. The data proves Ramer is right.Unfortunately, the US housing market saw another decline in December, extending the slump to four consecutive months in 2022. This marked a difficult year for the industry, which experienced its first annual decrease in housing starts since 2009.Many people, including Larry, used the software when purchasing a house. However, the market downturn has intensified downward pressure on DocuSign, which is why it is on this list of tech stocks to sell.Opendoor (OPEN)Opendoor Technologies(NASDAQ: OPEN) is bringing about a revolution in the home-buying process with its disruptive technology. It aims to provide an automated solution for a smoother, quicker, and more convenient buying experience. Accordingly, it’s no surprise to see the influx of investors to this stock, when it made its debut in 2020.In 2020, when Opendoor made its stock market debut, investors swarmed to the investment opportunity. This was at the pandemic’s peak, when investors were flush with cash and looking for a place to grow it. As a result, the stock did very well during its initial few weeks, surging in value as speculators entered the market.However, Opendoor’s stock price has hit a rough patch over the past year. This is primarily due to increasingly bearish market sentiment. OPEN stock has lows two-thirds of its value over the past year, with expectations building that more in the way of declines could be on the horizon.That’s largely due to the widespread aforementioned decline in the real estate market. Higher interest rates have killed this market, with home starts seeing one of the worst declines on record. Redfin anticipates that there will be a 16% decline in the number of existing home sales from 2022 to 2023, resulting in 4.3 million total sales. According to the company’s report, buyers are hesitant to make purchases due to affordability issues such as inflation, higher mortgage rates, and pricey homes, along with the possibility of an economic recession. Morgan Stanley(NYSE:MS) experts are also anticipating a fall in the housing sector by 2023, which could be damaging to those who bought their homes the previous year in 2022.Undoubtedly, Opendoor’s business model is disruptive. But market trends are going against the stock, making this a top stock to sell in my books right now.Silvergate Capital Corporation (SI)Ah, how time flies! It seems like yesterday we were all discussing Silvergate Capital(NYSE:SI), a Californian bank that mainly specializes in cryptocurrency transactions. However, after the epic downturn in the crypto markets and the spectacular collapse of FTX, Silvergate Capital is on the ropes.On Jan. 17, Silvergate Capital revealed its fiscal Q4 earnings, recording a net loss of $1.0 billion or ($33.16 per share). Average digital asset deposits declined to $7.3 billion from the prior quarter’s $12.0 billion. Following these results, investors have clearly priced in worries about a run on the bank, which could lead to a collapse in Silvergate Capital in short order. Fortunately, this hasn’t occurred yet, due in part to the company’s reported total deposits of $3.8 billion at the end of the quarter.That said, during the quarter, management reported $5.2 billion in sales of debt and securities at a disadvantageous expense of $718 million, to ensure sufficient liquidity. The firm reported a massive loss, and the company’s stock price reflected this reality as well.Those who think that this lower stock price provides a great entry point should be warned. The selling pressure with SI stock may be far from over. Many investors didn’t think the company will be able to make it out of this crypto winter. And while Silvergate Capital may continue to sustain itself temporarily on trading fees from its exchange-traded products, it’s unclear how much investor demand will remain for its shares, should another contagion event take place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960783217,"gmtCreate":1668259296739,"gmtModify":1676538034843,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9960783217","repostId":"1137748454","repostType":4,"repost":{"id":"1137748454","kind":"news","pubTimestamp":1668216439,"share":"https://ttm.financial/m/news/1137748454?lang=&edition=fundamental","pubTime":"2022-11-12 09:27","market":"us","language":"en","title":"A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=1137748454","media":"Barron's","summary":"How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, a","content":"<html><head></head><body><p>How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?</p><p>In crypto, about a week.</p><p>The debacle unfolded in real time on Twitter as the crypto empire run by Sam Bankman-Fried collapsed. FTX Group, his conglomerate of 130 entities—including the FTX exchange and Alameda Research, a market maker and trading firm—filed for U.S. bankruptcy protection on Friday.</p><p>Bankman-Fried resigned as CEO from the group, issuing a mea culpa on Twitter. “I’m really sorry, again, that we ended up here,” he said in a stream of tweets. “I’m piecing together all of the details, but I was shocked to see things unravel the way they did earlier this week,” he added.</p><p>Bankman-Fried wasn’t the only one expressing shock. FTX, the world’s second largest crypto exchange, collapsed over a few chaotic days, brought down by a liquidity crisis as customers lost confidence in the exchange. Essentially, it was an old-fashioned run on the bank, with no federal regulator or private entity willing to prop up FTX, unwind the operations, or contain the fallout.</p><p>The collateral damage is likely to be vast. FTX and Alameda played central roles in crypto trading, market making, lending, and bailouts of other firms. FTX had attracted investment from prominent venture-capital firms, pension funds, and hedge funds. Some of them invested in FTX at a valuation of $32 billion just a few months ago. They are now marking down their investments to zero.</p><p>The unraveling has already knocked more than $125 billion in market cap off Bitcoin and other tokens. FTX has frozen customer accounts. Its U.S. entity, FTX US, had said it would probably halt trading within days, though its website was still operational on Friday, including a pitch to “join some of the world’s biggest names who trust FTX,” showing photos of Tom Brady and Stephen Curry.</p><p>Other entities that have paused withdrawals include BlockFi, a crypto lender that FTX bailed out last summer. More entities and counterparties with exposure to FTX are likely to be revealed as the bankruptcy proceedings get rolling.</p><p>Regulators are now under far more pressure to ramp up supervision of an industry that has so far thrived on opacity and a lack of clear rules. “I hope some of these firms take note and actually work with us and get registered, or we’ll certainly be doing what we need to do, being a cop on the beat,” said Securities and Exchange Commission Chair Gary Gensler at a conference on Wednesday.</p><p>It’s unclear how crypto will clean up its latest mess. Indeed, what little credibility crypto had is being tested anew, raising questions about whether the whole edifice will simply crumble under its own weight.</p><p>“Those who were skeptical about crypto will become even more skeptical. They’re not wrong to feel that way,” says Ric Edelman, head of the Digital Assets Council of Financial Professionals.</p><p>Before his empire fell apart, Bankman-Fried had been viewed as a kind of crypto philosopher king. A 30-year-old Californian, educated at Massachusetts Institute of Technology, he built FTX and Alameda into the very fabric of crypto infrastructure, playing a leading role in derivatives, trading, and market-making activity.</p><p><img src=\"https://static.tigerbbs.com/c380e6b530fb0a8f21ae5df380dcfabf\" tg-width=\"939\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></p><p>As FTX and its related entities grew into a multibillion-dollar empire, Bankman-Fried parlayed his wealth and prominence widely. He spent millions on sports, including naming rights to the Miami Heat’s National Basketball Association arena and sponsorship of Formula 1 racing cars. He also promised to donate most of his fortune to charities. And he became a fixture on Capitol Hill, arguing for regulation and donating to political campaigns in a bid to bring crypto into the mainstream.</p><p>Bankman-Fried also built a reputation as a crypto white knight—a banker of last resort. BlockFi and Voyager Digitalboth got bailouts or lines of credit, though Voyager didn’t survive. Bankman-Fried also invested in other crypto platforms, including Robinhood Markets (ticker: HOOD), owning a 7.5% stake in the company worth $570 million at recent prices.</p><p>The collapse of FTX could prove costly, well beyond crypto. FTX’s venture-capital investors included big names like Sequoia Capital, Tiger Global Management, and the Ontario Teachers’ Pension Plan. Sequoia now says that its investment is worth zero.</p><p>Analysts expect more companies to reveal exposures and losses. “There could be other cascading failures that could emerge,” says Lucas Nuzzi, head of research and development at Coin Metrics, a research firm working on a report that may identify additional counterparties to FTX and Alameda.</p><p>One immediate impact, of course, is sheer fear of crypto. Potential investors in start-ups are now more likely to shy away, says Antonio Juliano, CEO of dYdX, one of the largest decentralized-finance, or DeFi, exchanges. “This will decrease interest in crypto for the short to medium term,” he says.</p><p>There may also be a chill on crypto demand as investors question whether their tokens, custodied through brokerages and exchanges, will be accessible in the event of a bankruptcy. FTX used customer assets for trading at Alameda without their knowledge, according to media reports. When Alameda couldn’t meet its obligations, it spilled over to FTX’s customer base.</p><p>Equity brokerages and exchanges regulated by the SEC would never be allowed to use customer assets in that way. Those lines are largely absent in crypto, however. U.S. exchange are licensed by states as money-transfer businesses. And there is no regulatory body supervising operations of global exchanges like Bahamas-based FTX.</p><p>Coinbase Global (COIN), the largest U.S.-based exchange, said this past week that “there can’t be a run on the bank” at the firm and that it lends customer assets only with approval.</p><p>Nonetheless, the collapse of FTX underscores the market’s concentration in a handful of companies. And it reveals how even two of the big players can shake the foundations.</p><p>FTX’s demise started when CoinDesk reported that Alameda’s balance sheet consisted partly of a token called FTT, which is used for trading and commissions on the FTX exchange. Days later, Changpeng Zhao, the leader of Binance—the world’s largest crypto exchange—said he planned to unload more than $500 million worth of FTT that his firm had acquired.</p><p>With that, the run on FTX began. On Sunday, FTX saw $5 billion in customer withdrawals. Bankman-Fried then sought emerging funding to cover shortfalls, estimated at $8 billion. On Tuesday, Binance appeared to be a savior, signing a letter of intent to buy FTX. The next day, Binance pulled out, saying that “the issues are beyond our control or ability to help.”</p><p>Bankman-Fried has said that he thought it likely that Zhao never intended to buy FTX. “Well played; you won,” he said on Twitter, in an apparent allusion to Zhao taking out a rival.</p><p>FTX did not respond to a request for comment. Binance declined to comment.</p><p>The regulatory fallout is just starting. Democrats in Congress are calling for hearings, and the White House has weighed in. “The most recent news...highlights why prudent regulation of cryptocurrencies is indeed needed,” press secretary Karine Jean-Pierre told reporters.</p><p>U.S. enforcement agencies are now expanding inquiries. If the SEC alleges that FTX broke securities laws, it could create liability for the entire industry. “That’s what can really shake the industry,” says Tyler Gellasch, a former SEC senior counsel.</p><p>Representatives for the SEC and the Commodity Futures Trading Commission declined to comment.</p><p>Even if FTX’s troubles seem remote, the damage is likely to keep affecting tokens, brokerages like Coinbase and Robinhood, and the many banks, lenders, and tech companies trying to build crypto businesses.</p><p>“FTX and SBF were these megawatt stars in crypto and had garnered a lot of trust, not just among institutional investors but also among regulators,” says Morningstar’s Madeline Hume, referring to Bankman-Fried. “The risk of contagion has never been higher.”</p></body></html>","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>A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto</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\">\nA $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 09:27 GMT+8 <a href=https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?In crypto, about a week.The ...</p>\n\n<a href=\"https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137748454","content_text":"How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?In crypto, about a week.The debacle unfolded in real time on Twitter as the crypto empire run by Sam Bankman-Fried collapsed. FTX Group, his conglomerate of 130 entities—including the FTX exchange and Alameda Research, a market maker and trading firm—filed for U.S. bankruptcy protection on Friday.Bankman-Fried resigned as CEO from the group, issuing a mea culpa on Twitter. “I’m really sorry, again, that we ended up here,” he said in a stream of tweets. “I’m piecing together all of the details, but I was shocked to see things unravel the way they did earlier this week,” he added.Bankman-Fried wasn’t the only one expressing shock. FTX, the world’s second largest crypto exchange, collapsed over a few chaotic days, brought down by a liquidity crisis as customers lost confidence in the exchange. Essentially, it was an old-fashioned run on the bank, with no federal regulator or private entity willing to prop up FTX, unwind the operations, or contain the fallout.The collateral damage is likely to be vast. FTX and Alameda played central roles in crypto trading, market making, lending, and bailouts of other firms. FTX had attracted investment from prominent venture-capital firms, pension funds, and hedge funds. Some of them invested in FTX at a valuation of $32 billion just a few months ago. They are now marking down their investments to zero.The unraveling has already knocked more than $125 billion in market cap off Bitcoin and other tokens. FTX has frozen customer accounts. Its U.S. entity, FTX US, had said it would probably halt trading within days, though its website was still operational on Friday, including a pitch to “join some of the world’s biggest names who trust FTX,” showing photos of Tom Brady and Stephen Curry.Other entities that have paused withdrawals include BlockFi, a crypto lender that FTX bailed out last summer. More entities and counterparties with exposure to FTX are likely to be revealed as the bankruptcy proceedings get rolling.Regulators are now under far more pressure to ramp up supervision of an industry that has so far thrived on opacity and a lack of clear rules. “I hope some of these firms take note and actually work with us and get registered, or we’ll certainly be doing what we need to do, being a cop on the beat,” said Securities and Exchange Commission Chair Gary Gensler at a conference on Wednesday.It’s unclear how crypto will clean up its latest mess. Indeed, what little credibility crypto had is being tested anew, raising questions about whether the whole edifice will simply crumble under its own weight.“Those who were skeptical about crypto will become even more skeptical. They’re not wrong to feel that way,” says Ric Edelman, head of the Digital Assets Council of Financial Professionals.Before his empire fell apart, Bankman-Fried had been viewed as a kind of crypto philosopher king. A 30-year-old Californian, educated at Massachusetts Institute of Technology, he built FTX and Alameda into the very fabric of crypto infrastructure, playing a leading role in derivatives, trading, and market-making activity.As FTX and its related entities grew into a multibillion-dollar empire, Bankman-Fried parlayed his wealth and prominence widely. He spent millions on sports, including naming rights to the Miami Heat’s National Basketball Association arena and sponsorship of Formula 1 racing cars. He also promised to donate most of his fortune to charities. And he became a fixture on Capitol Hill, arguing for regulation and donating to political campaigns in a bid to bring crypto into the mainstream.Bankman-Fried also built a reputation as a crypto white knight—a banker of last resort. BlockFi and Voyager Digitalboth got bailouts or lines of credit, though Voyager didn’t survive. Bankman-Fried also invested in other crypto platforms, including Robinhood Markets (ticker: HOOD), owning a 7.5% stake in the company worth $570 million at recent prices.The collapse of FTX could prove costly, well beyond crypto. FTX’s venture-capital investors included big names like Sequoia Capital, Tiger Global Management, and the Ontario Teachers’ Pension Plan. Sequoia now says that its investment is worth zero.Analysts expect more companies to reveal exposures and losses. “There could be other cascading failures that could emerge,” says Lucas Nuzzi, head of research and development at Coin Metrics, a research firm working on a report that may identify additional counterparties to FTX and Alameda.One immediate impact, of course, is sheer fear of crypto. Potential investors in start-ups are now more likely to shy away, says Antonio Juliano, CEO of dYdX, one of the largest decentralized-finance, or DeFi, exchanges. “This will decrease interest in crypto for the short to medium term,” he says.There may also be a chill on crypto demand as investors question whether their tokens, custodied through brokerages and exchanges, will be accessible in the event of a bankruptcy. FTX used customer assets for trading at Alameda without their knowledge, according to media reports. When Alameda couldn’t meet its obligations, it spilled over to FTX’s customer base.Equity brokerages and exchanges regulated by the SEC would never be allowed to use customer assets in that way. Those lines are largely absent in crypto, however. U.S. exchange are licensed by states as money-transfer businesses. And there is no regulatory body supervising operations of global exchanges like Bahamas-based FTX.Coinbase Global (COIN), the largest U.S.-based exchange, said this past week that “there can’t be a run on the bank” at the firm and that it lends customer assets only with approval.Nonetheless, the collapse of FTX underscores the market’s concentration in a handful of companies. And it reveals how even two of the big players can shake the foundations.FTX’s demise started when CoinDesk reported that Alameda’s balance sheet consisted partly of a token called FTT, which is used for trading and commissions on the FTX exchange. Days later, Changpeng Zhao, the leader of Binance—the world’s largest crypto exchange—said he planned to unload more than $500 million worth of FTT that his firm had acquired.With that, the run on FTX began. On Sunday, FTX saw $5 billion in customer withdrawals. Bankman-Fried then sought emerging funding to cover shortfalls, estimated at $8 billion. On Tuesday, Binance appeared to be a savior, signing a letter of intent to buy FTX. The next day, Binance pulled out, saying that “the issues are beyond our control or ability to help.”Bankman-Fried has said that he thought it likely that Zhao never intended to buy FTX. “Well played; you won,” he said on Twitter, in an apparent allusion to Zhao taking out a rival.FTX did not respond to a request for comment. Binance declined to comment.The regulatory fallout is just starting. Democrats in Congress are calling for hearings, and the White House has weighed in. “The most recent news...highlights why prudent regulation of cryptocurrencies is indeed needed,” press secretary Karine Jean-Pierre told reporters.U.S. enforcement agencies are now expanding inquiries. If the SEC alleges that FTX broke securities laws, it could create liability for the entire industry. “That’s what can really shake the industry,” says Tyler Gellasch, a former SEC senior counsel.Representatives for the SEC and the Commodity Futures Trading Commission declined to comment.Even if FTX’s troubles seem remote, the damage is likely to keep affecting tokens, brokerages like Coinbase and Robinhood, and the many banks, lenders, and tech companies trying to build crypto businesses.“FTX and SBF were these megawatt stars in crypto and had garnered a lot of trust, not just among institutional investors but also among regulators,” says Morningstar’s Madeline Hume, referring to Bankman-Fried. “The risk of contagion has never been higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957009276,"gmtCreate":1676693066196,"gmtModify":1676693071747,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957009276","repostId":"1100725481","repostType":4,"repost":{"id":"1100725481","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":1676779312,"share":"https://ttm.financial/m/news/1100725481?lang=&edition=fundamental","pubTime":"2023-02-19 12:01","market":"us","language":"en","title":"Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1100725481","media":"Tiger Newspress","summary":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monda","content":"<html><head></head><body><p>Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents' Day</b></p><p><b>Presidents' Day</b>, also called <b>Washington's Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023</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\">\nReminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023\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\">2023-02-19 12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents' Day</b></p><p><b>Presidents' Day</b>, also called <b>Washington's Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100725481","content_text":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.About Presidents' DayPresidents' Day, also called Washington's Birthday at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.George Washington with Flag","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953091731,"gmtCreate":1673093998923,"gmtModify":1676538786059,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953091731","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it's not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.</p><p>There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>'s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big "if." And in the meantime, it's going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.</p><p>That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8 <a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954546894,"gmtCreate":1676505312319,"gmtModify":1676505317273,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954546894","repostId":"2311434485","repostType":4,"repost":{"id":"2311434485","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":1676494834,"share":"https://ttm.financial/m/news/2311434485?lang=&edition=fundamental","pubTime":"2023-02-16 05:00","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2311434485","media":"Reuters","summary":"(Reuters) - The S&P 500 ended higher on Wednesday after stronger-than-expected retail sales data off","content":"<html><head></head><body><p>(Reuters) - The S&P 500 ended higher on Wednesday after stronger-than-expected retail sales data offered evidence of resilience in the U.S. economy, but gains were capped as investors worried about more interest rate hikes by Federal Reserve in the months ahead.</p><p>A Commerce Department report showed retail sales surged 3% in January as purchases of motor vehicles and other goods pushed the number well past the 1.8% estimate from economists polled by Reuters.</p><p>On Tuesday, data showed U.S. consumer prices accelerated in January, boosting expectations that the Fed will raise the policy rate at least twice more this year to the 5-5.25% range.</p><p>"The good news from retail, and broadly from the stronger economy, has been mostly priced in," said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. "At the same time, that strength has taken market expectations of rate cuts off the table and moved the terminal Fed funds rate a little bit higher."</p><p>Fueled by a rebound in growth stocks that were hammered in last year's stock market downturn, the S&P 500 (.SPX) has climbed 8% so far in 2023, while the Nasdaq (.IXIC) has recovered 15%. A better-than-expected quarterly earnings season has provided cautious optimism.</p><p>More than half of all S&P 500 companies have reported quarterly earnings, and nearly 70% of those have topped profit expectations, according to I/B/E/S data from Refinitiv. That compares to a long-term average of 66%.</p><p>Apple (AAPL.O), Alphabet (GOOGL.O), Amazon (AMZN.O) and Tesla (TSLA.O) rose between 1.4% and 2.4%, driving gains in the S&P 500 and Nasdaq.</p><p>The S&P 500 climbed 0.28% to end the session at 4,147.61 points.</p><p>The Nasdaq gained 0.92% to 12,070.59 points, while Dow Jones Industrial Average rose 0.11% to 34,128.05 points.</p><p>Nine of the 11 S&P 500 sector indexes rose, led by a 1.2% gain in consumer discretionary .</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox</a> soared 26% after the gaming platform popular with kids topped quarterly bookings estimates.</p><p>U.S.-listed shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> (TSMC) fell 5.3% after Warren Buffett's Berkshire Hathaway Inc slashed its stake in the chipmaker.</p><p>Shares of <a href=\"https://laohu8.com/S/ABNB\">Airbnb Inc</a> rose over 13% after the company posted forecast-beating results due to strong travel demand.</p><p><a href=\"https://laohu8.com/S/DVN\">Devon Energy </a> slumped about 10% after the shale oil producer missed expectations for quarterly profit due to a hit to production from severe cold weather in the United States and higher expenses.</p><p>After the bell, <a href=\"https://laohu8.com/S/ROKU\">Roku </a> surged 14% following a revenue forecast that beat analysts' expectations.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 1.4-to-one ratio.</p><p>The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 84 new highs and 55 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data</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\">\nUS STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data\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\">2023-02-16 05:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&P 500 ended higher on Wednesday after stronger-than-expected retail sales data offered evidence of resilience in the U.S. economy, but gains were capped as investors worried about more interest rate hikes by Federal Reserve in the months ahead.</p><p>A Commerce Department report showed retail sales surged 3% in January as purchases of motor vehicles and other goods pushed the number well past the 1.8% estimate from economists polled by Reuters.</p><p>On Tuesday, data showed U.S. consumer prices accelerated in January, boosting expectations that the Fed will raise the policy rate at least twice more this year to the 5-5.25% range.</p><p>"The good news from retail, and broadly from the stronger economy, has been mostly priced in," said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. "At the same time, that strength has taken market expectations of rate cuts off the table and moved the terminal Fed funds rate a little bit higher."</p><p>Fueled by a rebound in growth stocks that were hammered in last year's stock market downturn, the S&P 500 (.SPX) has climbed 8% so far in 2023, while the Nasdaq (.IXIC) has recovered 15%. A better-than-expected quarterly earnings season has provided cautious optimism.</p><p>More than half of all S&P 500 companies have reported quarterly earnings, and nearly 70% of those have topped profit expectations, according to I/B/E/S data from Refinitiv. That compares to a long-term average of 66%.</p><p>Apple (AAPL.O), Alphabet (GOOGL.O), Amazon (AMZN.O) and Tesla (TSLA.O) rose between 1.4% and 2.4%, driving gains in the S&P 500 and Nasdaq.</p><p>The S&P 500 climbed 0.28% to end the session at 4,147.61 points.</p><p>The Nasdaq gained 0.92% to 12,070.59 points, while Dow Jones Industrial Average rose 0.11% to 34,128.05 points.</p><p>Nine of the 11 S&P 500 sector indexes rose, led by a 1.2% gain in consumer discretionary .</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox</a> soared 26% after the gaming platform popular with kids topped quarterly bookings estimates.</p><p>U.S.-listed shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> (TSMC) fell 5.3% after Warren Buffett's Berkshire Hathaway Inc slashed its stake in the chipmaker.</p><p>Shares of <a href=\"https://laohu8.com/S/ABNB\">Airbnb Inc</a> rose over 13% after the company posted forecast-beating results due to strong travel demand.</p><p><a href=\"https://laohu8.com/S/DVN\">Devon Energy </a> slumped about 10% after the shale oil producer missed expectations for quarterly profit due to a hit to production from severe cold weather in the United States and higher expenses.</p><p>After the bell, <a href=\"https://laohu8.com/S/ROKU\">Roku </a> surged 14% following a revenue forecast that beat analysts' expectations.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 1.4-to-one ratio.</p><p>The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 84 new highs and 55 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311434485","content_text":"(Reuters) - The S&P 500 ended higher on Wednesday after stronger-than-expected retail sales data offered evidence of resilience in the U.S. economy, but gains were capped as investors worried about more interest rate hikes by Federal Reserve in the months ahead.A Commerce Department report showed retail sales surged 3% in January as purchases of motor vehicles and other goods pushed the number well past the 1.8% estimate from economists polled by Reuters.On Tuesday, data showed U.S. consumer prices accelerated in January, boosting expectations that the Fed will raise the policy rate at least twice more this year to the 5-5.25% range.\"The good news from retail, and broadly from the stronger economy, has been mostly priced in,\" said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. \"At the same time, that strength has taken market expectations of rate cuts off the table and moved the terminal Fed funds rate a little bit higher.\"Fueled by a rebound in growth stocks that were hammered in last year's stock market downturn, the S&P 500 (.SPX) has climbed 8% so far in 2023, while the Nasdaq (.IXIC) has recovered 15%. A better-than-expected quarterly earnings season has provided cautious optimism.More than half of all S&P 500 companies have reported quarterly earnings, and nearly 70% of those have topped profit expectations, according to I/B/E/S data from Refinitiv. That compares to a long-term average of 66%.Apple (AAPL.O), Alphabet (GOOGL.O), Amazon (AMZN.O) and Tesla (TSLA.O) rose between 1.4% and 2.4%, driving gains in the S&P 500 and Nasdaq.The S&P 500 climbed 0.28% to end the session at 4,147.61 points.The Nasdaq gained 0.92% to 12,070.59 points, while Dow Jones Industrial Average rose 0.11% to 34,128.05 points.Nine of the 11 S&P 500 sector indexes rose, led by a 1.2% gain in consumer discretionary .Roblox soared 26% after the gaming platform popular with kids topped quarterly bookings estimates.U.S.-listed shares of Taiwan Semiconductor Manufacturing Co (TSMC) fell 5.3% after Warren Buffett's Berkshire Hathaway Inc slashed its stake in the chipmaker.Shares of Airbnb Inc rose over 13% after the company posted forecast-beating results due to strong travel demand.Devon Energy slumped about 10% after the shale oil producer missed expectations for quarterly profit due to a hit to production from severe cold weather in the United States and higher expenses.After the bell, Roku surged 14% following a revenue forecast that beat analysts' expectations.Across the U.S. stock market, advancing stocks outnumbered falling ones by a 1.4-to-one ratio.The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 84 new highs and 55 new lows.Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983216012,"gmtCreate":1666244189136,"gmtModify":1676537729164,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"themes":[],"htmlText":"Tq for sharing ","listText":"Tq for sharing ","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983216012","repostId":"2276806764","repostType":4,"repost":{"id":"2276806764","kind":"highlight","pubTimestamp":1666238347,"share":"https://ttm.financial/m/news/2276806764?lang=&edition=fundamental","pubTime":"2022-10-20 11:59","market":"us","language":"en","title":"Apple: I'm Siding With Wall Street This Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2276806764","media":"seekingalpha","summary":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.How","content":"<html><head></head><body><p>Summary</p><ul><li>Usually, I do not like to follow advice from Wall Street. And I suggest you do not either.</li><li>However, I am siding with Wall Street on Apple this time.</li><li>In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.</li><li>Under Cook’s leadership, Apple keeps churning out iconic products like AirPods and is also successfully transitioning into a subscriber-based model.</li><li>In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.</li></ul><h3>Thesis</h3><p>There is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ed291efc97dbecc78a492b19a8cf75\" tg-width=\"640\" tg-height=\"163\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Usually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors' minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.</p><p>And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.</p><p>And next, you will see why I disagree.</p><h3>Yes, Tim Cook is a fantastic professional manager</h3><p>There is no need to argue about this at all. During Cook's tenure, Apple's market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.</p><p>More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL's profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.</p><p>However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8ab37ef43d6df7e215214aaf8e33eb\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/><span>Source: author and Seeking Alpha data.</span></p><p>But he is not making Apple any less innovative</p><p>It is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL's existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook's repositioning and streamlining of these existing products already a major innovation.</p><p>Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.</p><p>The Airpods are an even more impressive demonstration of Cook's innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler's data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71cc51fd4c3d9267f6a5c1be91428b97\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Source: ped30.com</span></p><p>All told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple's wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi's market cap).</p><p>And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.</p><p><img src=\"https://static.tigerbbs.com/252d16c5dbf9854fc240f685bb193c5d\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/>Source: idc.com</p><h2>Risks and final thoughts</h2><p>Besides Apple Watch and AirPods, under Cook's leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.</p><p>Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.</p><p>To conclude, I am siding with Wall Street's opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).</p><blockquote><i>Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</i></blockquote><p>In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: I'm Siding With Wall Street This Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: I'm Siding With Wall Street This Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 11:59 GMT+8 <a href=https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2276806764","content_text":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.Under Cook’s leadership, Apple keeps churning out iconic products like AirPods and is also successfully transitioning into a subscriber-based model.In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.ThesisThere is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.Source: Seeking Alpha dataUsually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors' minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.And next, you will see why I disagree.Yes, Tim Cook is a fantastic professional managerThere is no need to argue about this at all. During Cook's tenure, Apple's market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL's profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.Source: author and Seeking Alpha data.But he is not making Apple any less innovativeIt is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL's existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook's repositioning and streamlining of these existing products already a major innovation.Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.The Airpods are an even more impressive demonstration of Cook's innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler's data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).Source: ped30.comAll told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple's wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi's market cap).And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.Source: idc.comRisks and final thoughtsBesides Apple Watch and AirPods, under Cook's leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.To conclude, I am siding with Wall Street's opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}