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2021-11-10

$Alibaba(BABA)$return of baba[财迷]

2021-11-08

$XPeng Inc.(XPEV)$future of domestic EV?

2021-11-07

$XPeng Inc.(XPEV)$better than NIO?

2021-11-06

$XPeng Inc.(XPEV)$next tesla?

2021-11-04

Disney + or Netflix? I want both.[开心]

Netflix Stock: 3 Metrics To Watch In November

2021-11-04

Yeah? Is it time to get my juice yet?[哇塞]

Here's Why Lemonade Stock Is Soaring Today

2021-10-26

Be hungry for it?[想吃]

抱歉，原内容已删除

2021-10-22

EV is the new age. But China has more choices coming up fast.

抱歉，原内容已删除

2021-10-15

Still have a lot of fans out there.[得意]

Why iPhone Supply Hiccup Is Not A Problem For Apple Stock

2021-10-14

These r good selections.[开心]

5 Top Tech Stocks to Buy for the Long Haul

2021-10-11

Watching 👀

抱歉，原内容已删除

2021-10-07

Go go go!

Palantir: What Does The Latest $823 Million Military Contract Win Imply?

2021-10-06

Year end block busters coming up!!!

抱歉，原内容已删除

2021-10-06

Why [流泪] ? I like Nintendo.

抱歉，原内容已删除

2021-10-05

Good time to get it?

SoFi Technologies stock dips after offering $1.1B of convertible notes

2021-10-05

Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔

3 reasons why airline stocks are screaming buys

2021-10-04

Low on supply = weak sales for Q4??

Nike, Under Armour and others face supply problems in Vietnam

2021-10-03

All still good growth 😌...

抱歉，原内容已删除

2021-10-01

Time to be greedy?

Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.

2021-10-01

No funds to buy..[流泪]

Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave

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href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","text":"$XPeng Inc.(XPEV)$better than NIO?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845068701","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842860251,"gmtCreate":1636162594755,"gmtModify":1636162791087,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","text":"$XPeng Inc.(XPEV)$next tesla?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842860251","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848102279,"gmtCreate":1635981171966,"gmtModify":1635981172027,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","listText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","text":"Disney + or Netflix? I want both.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848102279","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","kind":"news","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p>\n<p>Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p>\n<p>Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p>\n<p><b>Stretched valuations</b></p>\n<p>As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p>\n<p>Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p>\n<p>On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p>\n<p><b>Seasonality in November</b></p>\n<p>Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p>\n<p>In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p>\n<p><b>Disney's fiscal Q4 ahead</b></p>\n<p>In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p>\n<p>According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Stock: 3 Metrics To Watch In November</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\">\nNetflix Stock: 3 Metrics To Watch In November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848109568,"gmtCreate":1635980873266,"gmtModify":1635980873330,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","listText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","text":"Yeah? Is it time to get my juice yet?[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848109568","repostId":"2180522657","repostType":4,"repost":{"id":"2180522657","kind":"highlight","pubTimestamp":1635953404,"share":"https://www.laohu8.com/m/news/2180522657?lang=&edition=full","pubTime":"2021-11-03 23:30","market":"us","language":"en","title":"Here's Why Lemonade Stock Is Soaring Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2180522657","media":"Motley Fool","summary":"The insurance technology company just gave investors some great news.","content":"<h2>What happened</h2>\n<p>The stock market was little changed shortly after the opening bell on Wednesday, but insurance technology company <b>Lemonade</b> (NYSE:LMND) was a big exception. Lemonade shares&nbsp;once&nbsp;rose more than 16%.</p>\n<p><img src=\"https://static.tigerbbs.com/5a3823002e3fcab47063c107ac92c941\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<h2>So what</h2>\n<p>Although we're in earnings season, we haven't heard Lemonade's latest results yet. Instead, investors are cheering the launch of Lemonade Car, the company's much-anticipated auto insurance platform.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F650343%2Flemonade-3.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<p>After giving a vague timeline in its latest quarterly report, Lemonade announced on Wednesday morning that Lemonade Car has officially launched. At first, the new auto insurance product will be available to Illinois drivers, but the company plans to roll it out nationwide. Tennessee will be the next state to add Lemonade Car, followed later by other states.</p>\n<h2>Now what</h2>\n<p>Lemonade has well over 1 million customers, but most of its revenue comes from low-cost types of insurance, particularly renters insurance, where the average policy costs around $15 per month. Auto insurance premiums average about 10 times this amount, and the company estimates that its current customer base spends more than $1 billion annually on auto insurance. With an extremely high rate of customer satisfaction, it has a big opportunity to quickly scale up this new business.</p>\n<p>What's more, auto insurance in general is a much larger market than Lemonade's core business. In the U.S. alone, auto insurance is a $288 billion market, as compared with about $4 billion for renters insurance. With most auto insurers still providing a clunky (at best) claims process, Lemonade has a unique opportunity to disrupt the space.</p>","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>Here's Why Lemonade Stock Is Soaring Today</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\">\nHere's Why Lemonade Stock Is Soaring Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/03/heres-why-lemonade-stock-is-soaring-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nThe stock market was little changed shortly after the opening bell on Wednesday, but insurance technology company Lemonade (NYSE:LMND) was a big exception. Lemonade shares once rose more...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/03/heres-why-lemonade-stock-is-soaring-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMND":"Lemonade, Inc."},"source_url":"https://www.fool.com/investing/2021/11/03/heres-why-lemonade-stock-is-soaring-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180522657","content_text":"What happened\nThe stock market was little changed shortly after the opening bell on Wednesday, but insurance technology company Lemonade (NYSE:LMND) was a big exception. Lemonade shares once rose more than 16%.\n\nSo what\nAlthough we're in earnings season, we haven't heard Lemonade's latest results yet. Instead, investors are cheering the launch of Lemonade Car, the company's much-anticipated auto insurance platform.\nImage source: Getty Images.\nAfter giving a vague timeline in its latest quarterly report, Lemonade announced on Wednesday morning that Lemonade Car has officially launched. At first, the new auto insurance product will be available to Illinois drivers, but the company plans to roll it out nationwide. Tennessee will be the next state to add Lemonade Car, followed later by other states.\nNow what\nLemonade has well over 1 million customers, but most of its revenue comes from low-cost types of insurance, particularly renters insurance, where the average policy costs around $15 per month. Auto insurance premiums average about 10 times this amount, and the company estimates that its current customer base spends more than $1 billion annually on auto insurance. With an extremely high rate of customer satisfaction, it has a big opportunity to quickly scale up this new business.\nWhat's more, auto insurance in general is a much larger market than Lemonade's core business. In the U.S. alone, auto insurance is a $288 billion market, as compared with about $4 billion for renters insurance. With most auto insurers still providing a clunky (at best) claims process, Lemonade has a unique opportunity to disrupt the space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856748208,"gmtCreate":1635216767146,"gmtModify":1635217064342,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Be hungry for it?[想吃]&nbsp;","listText":"Be hungry for it?[想吃]&nbsp;","text":"Be hungry for it?[想吃]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856748208","repostId":"2178475001","repostType":4,"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851194512,"gmtCreate":1634877945771,"gmtModify":1634877945771,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"EV is the new age. But China has more choices coming up fast.","listText":"EV is the new age. But China has more choices coming up fast.","text":"EV is the new age. But China has more choices coming up fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851194512","repostId":"2177469414","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825577671,"gmtCreate":1634253556965,"gmtModify":1634274405488,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Still have a lot of fans out there.[得意]&nbsp;","listText":"Still have a lot of fans out there.[得意]&nbsp;","text":"Still have a lot of fans out there.[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825577671","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p>\n<p>The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p>\n<p>Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p>\n<p><b>This seems familiar…</b></p>\n<p>First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p>\n<p>But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p>\n<p>If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p>\n<p>The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p>\n<p>Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p>\n<p>Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p>\n<p><b>Apple is a good place to hide</b></p>\n<p>To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p>\n<p>Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p>\n<p>Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why iPhone Supply Hiccup Is Not A Problem For Apple 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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">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://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822456789,"gmtCreate":1634168021076,"gmtModify":1634168021076,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"These r good selections.[开心]&nbsp;","listText":"These r good selections.[开心]&nbsp;","text":"These r good selections.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822456789","repostId":"2175157695","repostType":4,"repost":{"id":"2175157695","kind":"highlight","pubTimestamp":1634127300,"share":"https://www.laohu8.com/m/news/2175157695?lang=&edition=full","pubTime":"2021-10-13 20:15","market":"us","language":"en","title":"5 Top Tech Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2175157695","media":"Motley Fool","summary":"If you're looking for long-term winning tech stocks to diversify your portfolio, start here.","content":"<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.</p>\n<p>But tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645614%2Fgettyimages-1302475655.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p>\n<h2>1. Square</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>31%</td>\n  </tr>\n </tbody>\n</table>\n<p>Digital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company <b>Square</b> (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money.&nbsp;Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via <b>Afterpay</b>.</p>\n<p>The Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.</p>\n<h2>2. Tesla</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>37%</td>\n  </tr>\n </tbody>\n</table>\n<p><b>Tesla</b>'s (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.</p>\n<p>Tesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.</p>\n<h2>3. Netflix</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>30%</td>\n  </tr>\n </tbody>\n</table>\n<p>Young investors might have a hard time believing that there was no such thing as streaming just over a decade ago. <b>Netflix</b> (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.</p>\n<p>The company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.</p>\n<h2>4. <a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>22%</td>\n  </tr>\n </tbody>\n</table>\n<p>Social media is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the primary ways people interact, maintain relationships, and make friends. <b>Facebook</b> (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.</p>\n<p>Facebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.</p>\n<h2>5. Shopify</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>27%</td>\n  </tr>\n </tbody>\n</table>\n<p>Small businesses need to compete in e-commerce to thrive in today's environment, and <b>Shopify</b> (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.</p>\n<p>As of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.</p>","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>5 Top Tech Stocks to Buy for the Long Haul</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\">\n5 Top Tech Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","SHOP":"Shopify Inc","SQ":"Block","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175157695","content_text":"The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.\nBut tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.\nImage Source: Getty Images.\n1. Square\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n31%\n\n\n\nDigital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company Square (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money. Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via Afterpay.\nThe Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.\n2. Tesla\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n37%\n\n\n\nTesla's (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.\nTesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.\n3. Netflix\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n30%\n\n\n\nYoung investors might have a hard time believing that there was no such thing as streaming just over a decade ago. Netflix (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.\nThe company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.\n4. Facebook\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n22%\n\n\n\nSocial media is now one of the primary ways people interact, maintain relationships, and make friends. Facebook (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.\nFacebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.\n5. Shopify\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n27%\n\n\n\nSmall businesses need to compete in e-commerce to thrive in today's environment, and Shopify (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.\nAs of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828437283,"gmtCreate":1633934152093,"gmtModify":1633934152142,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Watching 👀","listText":"Watching 👀","text":"Watching 👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828437283","repostId":"1189049020","repostType":4,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823338813,"gmtCreate":1633580480139,"gmtModify":1633580480778,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Go go go!","listText":"Go go go!","text":"Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823338813","repostId":"1131458105","repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohu8.com/m/news/1131458105?lang=&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>\n <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>\n <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>\n <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p>\n<p>The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p>\n<p>Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p>\n<p><b>Palantir’s History of Key Government Contract Wins</b></p>\n<p>Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p>\n<ul>\n <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>\n <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>\n <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>\n <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li>\n</ul>\n<p><b>What do these Milestones Imply?</b></p>\n<p>Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p>\n<p>The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p>\n<p>Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p>\n<p><b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p>\n<p>President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p>\n<p>The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p>\n<p><b>Conclusion</b></p>\n<p>With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: What Does The Latest $823 Million Military Contract Win Imply?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829607056,"gmtCreate":1633494379941,"gmtModify":1633494379941,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Year end block busters coming up!!!","listText":"Year end block busters coming up!!!","text":"Year end block busters coming up!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829607056","repostId":"1180993953","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829605489,"gmtCreate":1633494238868,"gmtModify":1633494238938,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","listText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","text":"Why [流泪] ? I like Nintendo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829605489","repostId":"1110379173","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820570940,"gmtCreate":1633408314100,"gmtModify":1633408314209,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Good time to get it?","listText":"Good time to get it?","text":"Good time to get it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820570940","repostId":"1121300578","repostType":4,"repost":{"id":"1121300578","kind":"news","pubTimestamp":1633395123,"share":"https://www.laohu8.com/m/news/1121300578?lang=&edition=full","pubTime":"2021-10-05 08:52","market":"us","language":"en","title":"SoFi Technologies stock dips after offering $1.1B of convertible notes","url":"https://stock-news.laohu8.com/highlight/detail?id=1121300578","media":"Seekingalpha","summary":"SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offeri","content":"<ul>\n <li>SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offering last week.</li>\n <li>In today's trading alone, the stock&nbsp;dips 1.8%&nbsp;in early afternoon trading.</li>\n <li>On Sept. 29, the company boosted the size of its debt offering to $1.1B from $750M. The notes can be converted into SoFi (SOFI) shares on or after April 15, 2026 until the trading day preceding Oct. 15, 2026.</li>\n <li>Shares of companies that issue convertible debt often decline as the conversion of the debt to shares would increase the number of shares outstanding, potentially diluting existing stockholders' stakes.</li>\n <li>Previously (Sept. 29),SoFi Technologies prices $1.1B of convertible notes offering</li>\n</ul>","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>SoFi Technologies stock dips after offering $1.1B of convertible notes</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\">\nSoFi Technologies stock dips after offering $1.1B of convertible notes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3748268-sofi-technologies-stock-dips-after-offering-11b-of-convertible-notes><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offering last week.\nIn today's trading alone, the stock dips 1.8% in early afternoon trading.\nOn Sept. 29,...</p>\n\n<a href=\"https://seekingalpha.com/news/3748268-sofi-technologies-stock-dips-after-offering-11b-of-convertible-notes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/news/3748268-sofi-technologies-stock-dips-after-offering-11b-of-convertible-notes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121300578","content_text":"SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offering last week.\nIn today's trading alone, the stock dips 1.8% in early afternoon trading.\nOn Sept. 29, the company boosted the size of its debt offering to $1.1B from $750M. The notes can be converted into SoFi (SOFI) shares on or after April 15, 2026 until the trading day preceding Oct. 15, 2026.\nShares of companies that issue convertible debt often decline as the conversion of the debt to shares would increase the number of shares outstanding, potentially diluting existing stockholders' stakes.\nPreviously (Sept. 29),SoFi Technologies prices $1.1B of convertible notes offering","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820547554,"gmtCreate":1633408220436,"gmtModify":1633408220570,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","listText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","text":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820547554","repostId":"1118300110","repostType":4,"repost":{"id":"1118300110","kind":"news","pubTimestamp":1633395826,"share":"https://www.laohu8.com/m/news/1118300110?lang=&edition=full","pubTime":"2021-10-05 09:03","market":"us","language":"en","title":"3 reasons why airline stocks are screaming buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1118300110","media":"Yahoo Finance","summary":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg","content":"<p>The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.</p>\n<p>Shanker cites three reasons for his bullish call.</p>\n<p>First, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.</p>\n<p>Secondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.</p>\n<p>And lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.</p>\n<p>To be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.</p>\n<p>Shares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.</p>\n<p>Meanwhile, The NYSE Arca Airline Index is up 8% in the the last month.</p>\n<p>Not every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.</p>\n<p>\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.</p>","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>3 reasons why airline stocks are screaming buys</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 why airline stocks are screaming buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUV":"西南航空","DAL":"达美航空","AAL":"美国航空"},"source_url":"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118300110","content_text":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.\nSecondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.\nAnd lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.\nTo be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.\nShares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.\nMeanwhile, The NYSE Arca Airline Index is up 8% in the the last month.\nNot every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.\n\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820962010,"gmtCreate":1633342582870,"gmtModify":1633342582941,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Low on supply = weak sales for Q4??","listText":"Low on supply = weak sales for Q4??","text":"Low on supply = weak sales for Q4??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820962010","repostId":"1145326625","repostType":4,"repost":{"id":"1145326625","kind":"news","pubTimestamp":1633340927,"share":"https://www.laohu8.com/m/news/1145326625?lang=&edition=full","pubTime":"2021-10-04 17:48","market":"us","language":"en","title":"Nike, Under Armour and others face supply problems in Vietnam","url":"https://stock-news.laohu8.com/highlight/detail?id=1145326625","media":"CNN","summary":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at po","content":"<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.</p>\n<p>In particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.</p>\n<p>In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.</p>\n<p>Nike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.</p>\n<p>But as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.</p>\n<p>Even when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.</p>\n<p>Vietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"</p>\n<p>Ugg, Coach and Michael Kors have exposure</p>\n<p>Vietnam is a crucial supplier to the US in particular for apparel and footwear.</p>\n<p>\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.</p>\n<p>In July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.</p>\n<p>The government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.</p>\n<p>All of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.</p>\n<p>In a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"</p>\n<p>Other brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).</p>\n<p>Lyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.</p>\n<p>\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.</p>\n<p>Teen retailer PacSun is expecting an impact to the holiday season.</p>\n<p>Brieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.</p>\n<p>Olson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.</p>\n<p>Now, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.</p>\n<p>And there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Under Armour and others face supply problems in Vietnam</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; 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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\">\nNike, Under Armour and others face supply problems in Vietnam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TPR":"Tapestry Inc.","CPRI":"Capri Holdings Ltd","DECK":"Deckers Outdoor Corporation","NKE":"耐克"},"source_url":"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145326625","content_text":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.\nIn late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.\nNike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.\nBut as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.\nEven when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.\nVietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"\nUgg, Coach and Michael Kors have exposure\nVietnam is a crucial supplier to the US in particular for apparel and footwear.\n\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.\nIn July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.\nThe government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.\nAll of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.\nIn a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"\nOther brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).\nLyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.\n\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.\nTeen retailer PacSun is expecting an impact to the holiday season.\nBrieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.\nOlson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.\nNow, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.\nAnd there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867802928,"gmtCreate":1633232793567,"gmtModify":1633232793567,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"All still good growth 😌...","listText":"All still good growth 😌...","text":"All still good growth 😌...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867802928","repostId":"2172964606","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864395428,"gmtCreate":1633054562483,"gmtModify":1633054704714,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Time to be greedy?","listText":"Time to be greedy?","text":"Time to be greedy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864395428","repostId":"1169857742","repostType":4,"repost":{"id":"1169857742","kind":"news","pubTimestamp":1633047857,"share":"https://www.laohu8.com/m/news/1169857742?lang=&edition=full","pubTime":"2021-10-01 08:24","market":"us","language":"en","title":"Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169857742","media":"MarketWatch","summary":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the ","content":"<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&amp;PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.</p>\n<p>But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Our<b>call of the day</b>from Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.</p>\n<p>“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.</p>\n<p>But not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.</p>\n<p>While the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.</p>\n<p>“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.</p>\n<p>He also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.</p>\n<p>Citi also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.</p>\n<p>Citi’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.</p>\n<p>Citi also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.</p>\n<p>Elsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”</p>\n<p>Other picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.</p>\n<p>The buzz</p>\n<p>The Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.</p>\n<p>Federal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.</p>\n<p>On the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.</p>\n<p>Pharmaceutical group Merck &amp; Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.</p>\n<p>AstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.</p>\n<p>Virgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an&nbsp;Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.</p>\n<p>Longtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.</p>\n<p>Rapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.</p>\n<p>Broadway hit “Aladdin”&nbsp;wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.</p>\n<p>The markets<img src=\"https://static.tigerbbs.com/a007ad02e9dc378c9eba2bfddf3c7d24\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Major stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.</p>\n<p>The chart</p>\n<p>Are U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos&nbsp;Panigirtzoglou&nbsp;noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.</p>\n<p>“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.</p>\n<p><img src=\"https://static.tigerbbs.com/bfbc14cc53cb25fce617a8062cc627db\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\">Random reads</p>\n<p>Army vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.</p>\n<p>A fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.</p>\n<p><b>Need to Know starts early and is updated until the opening bell, but&nbsp;sign up here&nbsp;to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</b></p>\n<p><b>Want more for the day ahead? Sign up for&nbsp;The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.</b></p>","source":"market_watch","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>Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.</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\">\nFacebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage ...</p>\n\n<a href=\"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1169857742","content_text":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\nRandom reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864396703,"gmtCreate":1633054421224,"gmtModify":1633054421566,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"No funds to buy..[流泪]&nbsp;","listText":"No funds to buy..[流泪]&nbsp;","text":"No funds to buy..[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864396703","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p>\n<p>Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p>\n<p>In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p>\n<p>Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p>\n<p>One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p>\n<p>Snowflake Stock: Competition Increasing From Google Cloud?</p>\n<p>Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p>\n<p>But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p>\n<p>Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p>\n<p>At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p>\n<p>The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p>\n<p>Possible Threat From Amazon</p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p>\n<p>Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p>\n<p>Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p>\n<p>Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p>\n<p>Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p>\n<p>SNOW Stock: ServiceNow Veterans Lead Company</p>\n<p>Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p>\n<p>Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p>\n<p>Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p>\n<p>Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p>\n<p>In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p>Amazon Web Services A 'Frenemy'</p>\n<p>\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p>\n<p>\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p>\n<p>Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p>\n<p>When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p>\n<p>Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p>\n<p>Snowflake Stock Fundamental Analysis</p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p>\n<p>Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p>\n<p>Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p>\n<p>Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p>\n<p>\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p>\n<p>Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p>\n<p>Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p>\n<p>Snowflake Stock Gains Traction In Large Deals</p>\n<p>Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p>\n<p>Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p>\n<p>Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p>\n<p>The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p>\n<p>In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p>\n<p>\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p>\n<p>For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p>\n<p>SNOW Stock Technical Analysis</p>\n<p>Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p>\n<p>SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p>\n<p>Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p>\n<p>Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p>\n<p>Snowflake stock hit a 12-month low of 184.71 on May 13.</p>\n<p>Is Snowflake Stock A Buy Right Now?</p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services ...</p>\n\n<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867802928,"gmtCreate":1633232793567,"gmtModify":1633232793567,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"All still good growth 😌...","listText":"All still good growth 😌...","text":"All still good growth 😌...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867802928","repostId":"2172964606","repostType":4,"repost":{"id":"2172964606","kind":"news","pubTimestamp":1633229798,"share":"https://www.laohu8.com/m/news/2172964606?lang=&edition=full","pubTime":"2021-10-03 10:56","market":"us","language":"en","title":"Big Tech’s Stock Market Leadership Is Threatened By Rising Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2172964606","media":"Bloomberg","summary":"(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and ri","content":"<p>(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.</p>\n<p>Most Read from Bloomberg</p>\n<ul>\n <li>Wall Street Titans Warn of the Next Big Risks for Investors</li>\n <li>An Unapologetic Old Boys’ Network Is Costing Australia Billions</li>\n <li>The Unstoppable Appeal of Highway Expansion</li>\n <li>The Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought</li>\n <li>Reshaped by Crisis, an&nbsp;‘Anti-Biennial’ Reimagines Chicago</li>\n</ul>\n<p>Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., the five largest U.S. companies, have delivered reliable outsized gains to shareholders for years. This week was different, as a selloff erased more than $300 billion from their combined market value and sent the Nasdaq 100 to its worst week since late February.</p>\n<p>The reason? A sudden spike in Treasury yields that sent tremors through Wall Street, causing investors to flee stocks with the highest valuations because their distant earnings gains will be less valuable as rates rise. The moves exposed a rare vulnerability for tech giants, whose strong balance sheets, powerful profit engines and steady business models have kept them going through periods of tumult and transformed them into a quasi-safety trade.</p>\n<p>“Their Achilles heel is higher rates,” said Mike Mullaney, director of global market research at Boston Partners.</p>\n<p>Surprising Speed</p>\n<p>Investors have been warning for months that U.S. bond yields were bound to rise with inflation climbing and the Federal Reserve preparing to rein in its asset purchases aimed at stimulating the economy. Now that those predictions are starting to come true, the big question on Wall Street is what kind of bond-market action could trigger more bleeding.</p>\n<p>The 10-year Treasury yield rose above 1.5% on Monday, the first time it’s done so since June, and settled at 1.47% on Friday. Those rates are used to discount the value of future cash flows. The higher the yields go, the less those profits are worth now.</p>\n<p>For Ted Mortonson, a technology strategist at Baird, the next important level to watch is the March closing high of 1.74%. A roughly 50 basis point advance in the yield in February helped fuel an 11% swoon in the Nasdaq 100 Stock Index and revisiting that level could play out in a similar fashion, he said.</p>\n<p>“A lot of people are going to be making some major changes to their portfolios” if yields push past those levels, he said in an interview. “Money is going to keep rotating out of tech.”</p>\n<p>Others argue the speed of the advance is the most critical factor. After trading in a roughly 10 basis point range for most of the past two months, the 10-year yield jumped more than 20 basis points in four days beginning on Sept. 23.</p>\n<p>“The sharpness of the move on the Treasury yield caught the market off guard,” Keith Lerner, co-chief investment officer at Truist Advisory Services, said in an interview. He thinks it’s only a matter of time until the 10-year yield tests its March high. “The general direction is still higher, which I think means that tech will continue to struggle,” he said.</p>\n<p>Go For Growth</p>\n<p>Of course, Wall Street remains overwhelmingly bullish on megacap tech. All 58 analysts who cover Amazon.com have buy ratings, despite the fact that its shares are now flat for the year. Apple, the second worst-performer in the group with a 7.5% advance since the start of the year, has buy ratings from three-quarters of analysts.</p>\n<p>The five companies are each projected to report quarterly revenue growth of 16% or more in the upcoming earnings season, according to the average of analyst estimates compiled by Bloomberg. In particular, Apple, Alphabet and Facebook are expected to post more than 30% increases in revenues from the same period a year ago.</p>\n<p>It’s that growth and earnings power that will continue to draw investors to tech megacaps even with higher interest rates, according to Anthony Saglimbene, global market strategist at Ameriprise Financial. He’s been advising clients to buy quality technology stocks on pullbacks. Many investors did just that on Friday, sending Microsoft and Alphabet shares up more than 2%.</p>\n<p>Boston Partners’ Mullaney agrees to an extent, pointing out that big technology stocks have delivered profits that justify their lofty valuations and can continue to outperform even with higher rates if economic growth starts to wane.</p>\n<p>“When people get scared about growth, they buy tech,” he said. “That is where you want to go for pure growth.”</p>","source":"yahoofinance","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>Big Tech’s Stock Market Leadership Is Threatened By Rising Rates</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\">\nBig Tech’s Stock Market Leadership Is Threatened By Rising Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.\nMost ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c385ae509a8a1f0b4baeb499e3e1e69a","relate_stocks":{"GOOG":"谷歌","MSFT":"微软","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172964606","content_text":"(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.\nMost Read from Bloomberg\n\nWall Street Titans Warn of the Next Big Risks for Investors\nAn Unapologetic Old Boys’ Network Is Costing Australia Billions\nThe Unstoppable Appeal of Highway Expansion\nThe Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought\nReshaped by Crisis, an ‘Anti-Biennial’ Reimagines Chicago\n\nApple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc., the five largest U.S. companies, have delivered reliable outsized gains to shareholders for years. This week was different, as a selloff erased more than $300 billion from their combined market value and sent the Nasdaq 100 to its worst week since late February.\nThe reason? A sudden spike in Treasury yields that sent tremors through Wall Street, causing investors to flee stocks with the highest valuations because their distant earnings gains will be less valuable as rates rise. The moves exposed a rare vulnerability for tech giants, whose strong balance sheets, powerful profit engines and steady business models have kept them going through periods of tumult and transformed them into a quasi-safety trade.\n“Their Achilles heel is higher rates,” said Mike Mullaney, director of global market research at Boston Partners.\nSurprising Speed\nInvestors have been warning for months that U.S. bond yields were bound to rise with inflation climbing and the Federal Reserve preparing to rein in its asset purchases aimed at stimulating the economy. Now that those predictions are starting to come true, the big question on Wall Street is what kind of bond-market action could trigger more bleeding.\nThe 10-year Treasury yield rose above 1.5% on Monday, the first time it’s done so since June, and settled at 1.47% on Friday. Those rates are used to discount the value of future cash flows. The higher the yields go, the less those profits are worth now.\nFor Ted Mortonson, a technology strategist at Baird, the next important level to watch is the March closing high of 1.74%. A roughly 50 basis point advance in the yield in February helped fuel an 11% swoon in the Nasdaq 100 Stock Index and revisiting that level could play out in a similar fashion, he said.\n“A lot of people are going to be making some major changes to their portfolios” if yields push past those levels, he said in an interview. “Money is going to keep rotating out of tech.”\nOthers argue the speed of the advance is the most critical factor. After trading in a roughly 10 basis point range for most of the past two months, the 10-year yield jumped more than 20 basis points in four days beginning on Sept. 23.\n“The sharpness of the move on the Treasury yield caught the market off guard,” Keith Lerner, co-chief investment officer at Truist Advisory Services, said in an interview. He thinks it’s only a matter of time until the 10-year yield tests its March high. “The general direction is still higher, which I think means that tech will continue to struggle,” he said.\nGo For Growth\nOf course, Wall Street remains overwhelmingly bullish on megacap tech. All 58 analysts who cover Amazon.com have buy ratings, despite the fact that its shares are now flat for the year. Apple, the second worst-performer in the group with a 7.5% advance since the start of the year, has buy ratings from three-quarters of analysts.\nThe five companies are each projected to report quarterly revenue growth of 16% or more in the upcoming earnings season, according to the average of analyst estimates compiled by Bloomberg. In particular, Apple, Alphabet and Facebook are expected to post more than 30% increases in revenues from the same period a year ago.\nIt’s that growth and earnings power that will continue to draw investors to tech megacaps even with higher interest rates, according to Anthony Saglimbene, global market strategist at Ameriprise Financial. He’s been advising clients to buy quality technology stocks on pullbacks. Many investors did just that on Friday, sending Microsoft and Alphabet shares up more than 2%.\nBoston Partners’ Mullaney agrees to an extent, pointing out that big technology stocks have delivered profits that justify their lofty valuations and can continue to outperform even with higher rates if economic growth starts to wane.\n“When people get scared about growth, they buy tech,” he said. “That is where you want to go for pure growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842860251,"gmtCreate":1636162594755,"gmtModify":1636162791087,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","text":"$XPeng Inc.(XPEV)$next tesla?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842860251","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828437283,"gmtCreate":1633934152093,"gmtModify":1633934152142,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Watching 👀","listText":"Watching 👀","text":"Watching 👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828437283","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","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":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>","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 To Watch As Third-Quarter Earnings Season Begins?</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 To Watch As Third-Quarter Earnings Season Begins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-11 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822456789,"gmtCreate":1634168021076,"gmtModify":1634168021076,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"These r good selections.[开心]&nbsp;","listText":"These r good selections.[开心]&nbsp;","text":"These r good selections.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822456789","repostId":"2175157695","repostType":4,"repost":{"id":"2175157695","kind":"highlight","pubTimestamp":1634127300,"share":"https://www.laohu8.com/m/news/2175157695?lang=&edition=full","pubTime":"2021-10-13 20:15","market":"us","language":"en","title":"5 Top Tech Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2175157695","media":"Motley Fool","summary":"If you're looking for long-term winning tech stocks to diversify your portfolio, start here.","content":"<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.</p>\n<p>But tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645614%2Fgettyimages-1302475655.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p>\n<h2>1. Square</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>31%</td>\n  </tr>\n </tbody>\n</table>\n<p>Digital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company <b>Square</b> (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money.&nbsp;Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via <b>Afterpay</b>.</p>\n<p>The Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.</p>\n<h2>2. Tesla</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>37%</td>\n  </tr>\n </tbody>\n</table>\n<p><b>Tesla</b>'s (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.</p>\n<p>Tesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.</p>\n<h2>3. Netflix</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>30%</td>\n  </tr>\n </tbody>\n</table>\n<p>Young investors might have a hard time believing that there was no such thing as streaming just over a decade ago. <b>Netflix</b> (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.</p>\n<p>The company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.</p>\n<h2>4. <a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>22%</td>\n  </tr>\n </tbody>\n</table>\n<p>Social media is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the primary ways people interact, maintain relationships, and make friends. <b>Facebook</b> (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.</p>\n<p>Facebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.</p>\n<h2>5. Shopify</h2>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <td>Analyst estimated 3-5 year earnings per share growth rate:</td>\n   <td>27%</td>\n  </tr>\n </tbody>\n</table>\n<p>Small businesses need to compete in e-commerce to thrive in today's environment, and <b>Shopify</b> (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.</p>\n<p>As of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.</p>","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>5 Top Tech Stocks to Buy for the Long Haul</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\">\n5 Top Tech Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","SHOP":"Shopify Inc","SQ":"Block","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/10/13/10-top-tech-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175157695","content_text":"The world we live in is more digital than ever. Technology is evolving, and traditionally non-technical industries are being infiltrated by innovation as time goes by. High-quality technology stocks can provide robust investment returns over the long term.\nBut tech stocks can be tricky, often unprofitable, and innovation from competition remains a constant threat. Consider these five high-quality tech stocks enjoying \"big picture\" growth trends as potential building blocks for your portfolio.\nImage Source: Getty Images.\n1. Square\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n31%\n\n\n\nDigital banking is a real threat to the traditional banking industry because of its lower costs to acquire users, and fintech company Square (NYSE:SQ) is among those leading the charge. The company is growing its Cash App, which enables users to store and send money. Now with 40 million monthly users, Cash App has a long growth runway ahead of it. Square is seeking to complement its business with new features over time, such as Buy Now and Pay Later via Afterpay.\nThe Afterpay acquisition will give it access to 16 million consumers located both inside and outside of the United States. It could give the company momentum for expansion of Cash App in new markets, especially those where consumers are underbanked, like in emerging markets. Square reported net income of $574 million for Q2 2021 which was an increase of 89% year over year. In addition, the company has experienced revenue growth of 188% over the past three years. With more opportunities to expand on the horizon, this stock could be a great place for tech investors to look.\n2. Tesla\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n37%\n\n\n\nTesla's (NASDAQ:TSLA) Model S pioneered the electric vehicle industry a decade ago. It's continuing to ramp up its deliveries years later, and Tesla could continue to grow through its other ventures, including solar energy and autonomous driving. The electric car market is growing more than 20% per year and the market is expected to grow at a compound annual growth rate of 34% by 2027. So Tesla's leadership (79% market share in the U.S.) in the category could translate to ongoing growth over the coming years.\nTesla's revenue has grown 50% per year on average over the past five years, and the business is thriving. The Cybertruck hasn't yet entered production, and its presence could further disrupt legacy automakers, especially domestic competitors who rely on pickup trucks as their most profitable models. As the company reported net income of $1 billion for the second quarter which was nearly a 1,000% gain over last year, investors have plenty to look forward to.\n3. Netflix\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n30%\n\n\n\nYoung investors might have a hard time believing that there was no such thing as streaming just over a decade ago. Netflix (NASDAQ:NFLX) transitioned from mail-order DVDs to streaming content in 2007, and the rest is history. Today, Netflix makes much of its own content and is expanding outside of the United States, while getting into gaming, which could continue to drive its growth moving forward.\nThe company has spent years investing to build its own content, no longer relying on third-party partners to license it. Netflix has begun to generate robust operating cash flow, $713 million over the first six months of this year, despite investing a whopping $7 billion in new content. This high rate of investment creates a competitive moat that few others can afford to spend to compete with. Since Netflix has reported net income growth of 128% and revenue growth of 58% over the past three years, the company's content investment seems worthwhile.\n4. Facebook\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n22%\n\n\n\nSocial media is now one of the primary ways people interact, maintain relationships, and make friends. Facebook (NASDAQ:FB) not only owns its namesake social media platform but other leading networks such as Instagram and messaging app WhatsApp. Altogether, more than 2.8 billion people use a Facebook product each month. That massive number of users creates substantial revenue streams for the company through advertising. Over the past five years, the company has reported revenue growth of 211% and net income growth of 185%, showing the billions of users have translated into serious cash.\nFacebook's long-term frontier has become the metaverse, which Mark Zuckerberg has personally stressed the importance of to the company's future. The company already owns virtual reality hardware company Oculus and is dedicating a full staff to working on its metaverse business. The metaverse could be worth as much as $280 billion by 2025, and Facebook wants to make sure its advertising presence is felt within it.\n5. Shopify\n\n\n\nAnalyst estimated 3-5 year earnings per share growth rate:\n27%\n\n\n\nSmall businesses need to compete in e-commerce to thrive in today's environment, and Shopify (NYSE:SHOP) helps them do it by providing the software for any merchant to own and operate an online store. More than 1.7 million merchants use Shopify's platform, and it cumulatively drives more web traffic than Amazon. There are tens of millions of merchants around the world, providing a huge addressable market for Shopify, which could continue growing for years. That addressable market has already shown growth with the company reporting revenue of $1 billion in the second quarter, up 57% year over year.\nAs of this summer, Shopify is now powering e-commerce functions within TikTok, the video-based social media platform with one billion monthly active users. E-commerce and social media have begun to integrate in recent years, and Shopify's new presence on TikTok could \"move the needle\" on growing that 1.7 million merchant base. This growth could be the tip of the iceberg for this company in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820547554,"gmtCreate":1633408220436,"gmtModify":1633408220570,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","listText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","text":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820547554","repostId":"1118300110","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864398870,"gmtCreate":1633054259141,"gmtModify":1633054259247,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864398870","repostId":"1124647688","repostType":4,"repost":{"id":"1124647688","kind":"news","pubTimestamp":1633048079,"share":"https://www.laohu8.com/m/news/1124647688?lang=&edition=full","pubTime":"2021-10-01 08:27","market":"us","language":"en","title":"Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1124647688","media":"MarketWatch","summary":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, ","content":"<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.</p>\n<p>The Wharton professorcredited with calling Dow 20,000&nbsp;in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”</p>\n<p>The academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.</p>\n<p>Parts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.</p>\n<p><b>Read:</b>Inflation in the U.S. is running at the highest level in 30 years</p>\n<p><b>Also:</b>Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022</p>\n<p>“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”</p>\n<p>The rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.</p>\n<p>Powell and others at the Fed have contended for months that the surge in inflation was “transitory.”</p>\n<p>However, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.</p>\n<p>Siegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.</p>\n<p>On Wednesday, the S&amp;P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.</p>\n<p>A correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.</p>\n<p>Meanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.</p>","source":"market_watch","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>Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction</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\">\nProfessor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating...</p>\n\n<a href=\"https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2\">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.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124647688","content_text":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.\nThe Wharton professorcredited with calling Dow 20,000 in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”\nThe academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.\nParts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.\nRead:Inflation in the U.S. is running at the highest level in 30 years\nAlso:Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022\n“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”\nThe rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.\nPowell and others at the Fed have contended for months that the surge in inflation was “transitory.”\nHowever, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.\nSiegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.\nOn Wednesday, the S&P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.\nA correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.\nMeanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825577671,"gmtCreate":1634253556965,"gmtModify":1634274405488,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Still have a lot of fans out there.[得意]&nbsp;","listText":"Still have a lot of fans out there.[得意]&nbsp;","text":"Still have a lot of fans out there.[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825577671","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p>\n<p>The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p>\n<p>Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p>\n<p><b>This seems familiar…</b></p>\n<p>First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p>\n<p>But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p>\n<p>If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p>\n<p>The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p>\n<p>Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p>\n<p>Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p>\n<p><b>Apple is a good place to hide</b></p>\n<p>To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p>\n<p>Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p>\n<p>Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why iPhone Supply Hiccup Is Not A Problem For Apple 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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">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://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820570940,"gmtCreate":1633408314100,"gmtModify":1633408314209,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Good time to get it?","listText":"Good time to get it?","text":"Good time to get it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820570940","repostId":"1121300578","repostType":4,"repost":{"id":"1121300578","kind":"news","pubTimestamp":1633395123,"share":"https://www.laohu8.com/m/news/1121300578?lang=&edition=full","pubTime":"2021-10-05 08:52","market":"us","language":"en","title":"SoFi Technologies stock dips after offering $1.1B of convertible notes","url":"https://stock-news.laohu8.com/highlight/detail?id=1121300578","media":"Seekingalpha","summary":"SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offeri","content":"<ul>\n <li>SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offering last week.</li>\n <li>In today's trading alone, the stock&nbsp;dips 1.8%&nbsp;in early afternoon trading.</li>\n <li>On Sept. 29, the company boosted the size of its debt offering to $1.1B from $750M. The notes can be converted into SoFi (SOFI) shares on or after April 15, 2026 until the trading day preceding Oct. 15, 2026.</li>\n <li>Shares of companies that issue convertible debt often decline as the conversion of the debt to shares would increase the number of shares outstanding, potentially diluting existing stockholders' stakes.</li>\n <li>Previously (Sept. 29),SoFi Technologies prices $1.1B of convertible notes offering</li>\n</ul>","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>SoFi Technologies stock dips after offering $1.1B of convertible notes</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\">\nSoFi Technologies stock dips after offering $1.1B of convertible notes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3748268-sofi-technologies-stock-dips-after-offering-11b-of-convertible-notes><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offering last week.\nIn today's trading alone, the stock dips 1.8% in early afternoon trading.\nOn Sept. 29,...</p>\n\n<a href=\"https://seekingalpha.com/news/3748268-sofi-technologies-stock-dips-after-offering-11b-of-convertible-notes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/news/3748268-sofi-technologies-stock-dips-after-offering-11b-of-convertible-notes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121300578","content_text":"SoFi Technologies(NASDAQ:SOFI)shares fall 5.2% since the fintech announced a convertible debt offering last week.\nIn today's trading alone, the stock dips 1.8% in early afternoon trading.\nOn Sept. 29, the company boosted the size of its debt offering to $1.1B from $750M. The notes can be converted into SoFi (SOFI) shares on or after April 15, 2026 until the trading day preceding Oct. 15, 2026.\nShares of companies that issue convertible debt often decline as the conversion of the debt to shares would increase the number of shares outstanding, potentially diluting existing stockholders' stakes.\nPreviously (Sept. 29),SoFi Technologies prices $1.1B of convertible notes offering","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820962010,"gmtCreate":1633342582870,"gmtModify":1633342582941,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Low on supply = weak sales for Q4??","listText":"Low on supply = weak sales for Q4??","text":"Low on supply = weak sales for Q4??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820962010","repostId":"1145326625","repostType":4,"repost":{"id":"1145326625","kind":"news","pubTimestamp":1633340927,"share":"https://www.laohu8.com/m/news/1145326625?lang=&edition=full","pubTime":"2021-10-04 17:48","market":"us","language":"en","title":"Nike, Under Armour and others face supply problems in Vietnam","url":"https://stock-news.laohu8.com/highlight/detail?id=1145326625","media":"CNN","summary":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at po","content":"<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.</p>\n<p>In particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.</p>\n<p>In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.</p>\n<p>Nike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.</p>\n<p>But as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.</p>\n<p>Even when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.</p>\n<p>Vietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"</p>\n<p>Ugg, Coach and Michael Kors have exposure</p>\n<p>Vietnam is a crucial supplier to the US in particular for apparel and footwear.</p>\n<p>\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.</p>\n<p>In July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.</p>\n<p>The government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.</p>\n<p>All of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.</p>\n<p>In a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"</p>\n<p>Other brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).</p>\n<p>Lyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.</p>\n<p>\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.</p>\n<p>Teen retailer PacSun is expecting an impact to the holiday season.</p>\n<p>Brieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.</p>\n<p>Olson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.</p>\n<p>Now, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.</p>\n<p>And there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Under Armour and others face supply problems in Vietnam</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; 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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\">\nNike, Under Armour and others face supply problems in Vietnam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TPR":"Tapestry Inc.","CPRI":"Capri Holdings Ltd","DECK":"Deckers Outdoor Corporation","NKE":"耐克"},"source_url":"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145326625","content_text":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.\nIn late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.\nNike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.\nBut as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.\nEven when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.\nVietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"\nUgg, Coach and Michael Kors have exposure\nVietnam is a crucial supplier to the US in particular for apparel and footwear.\n\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.\nIn July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.\nThe government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.\nAll of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.\nIn a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"\nOther brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).\nLyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.\n\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.\nTeen retailer PacSun is expecting an impact to the holiday season.\nBrieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.\nOlson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.\nNow, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.\nAnd there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864396703,"gmtCreate":1633054421224,"gmtModify":1633054421566,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"No funds to buy..[流泪]&nbsp;","listText":"No funds to buy..[流泪]&nbsp;","text":"No funds to buy..[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864396703","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p>\n<p>Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p>\n<p>In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p>\n<p>Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p>\n<p>One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p>\n<p>Snowflake Stock: Competition Increasing From Google Cloud?</p>\n<p>Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p>\n<p>But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p>\n<p>Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p>\n<p>At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p>\n<p>The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p>\n<p>Possible Threat From Amazon</p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p>\n<p>Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p>\n<p>Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p>\n<p>Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p>\n<p>Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p>\n<p>SNOW Stock: ServiceNow Veterans Lead Company</p>\n<p>Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p>\n<p>Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p>\n<p>Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p>\n<p>Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p>\n<p>In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p>Amazon Web Services A 'Frenemy'</p>\n<p>\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p>\n<p>\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p>\n<p>Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p>\n<p>When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p>\n<p>Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p>\n<p>Snowflake Stock Fundamental Analysis</p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p>\n<p>Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p>\n<p>Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p>\n<p>Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p>\n<p>\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p>\n<p>Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p>\n<p>Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p>\n<p>Snowflake Stock Gains Traction In Large Deals</p>\n<p>Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p>\n<p>Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p>\n<p>Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p>\n<p>The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p>\n<p>In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p>\n<p>\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p>\n<p>For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p>\n<p>SNOW Stock Technical Analysis</p>\n<p>Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p>\n<p>SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p>\n<p>Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p>\n<p>Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p>\n<p>Snowflake stock hit a 12-month low of 184.71 on May 13.</p>\n<p>Is Snowflake Stock A Buy Right Now?</p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services ...</p>\n\n<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848102279,"gmtCreate":1635981171966,"gmtModify":1635981172027,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","listText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","text":"Disney + or Netflix? I want both.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848102279","repostId":"1147065222","repostType":4,"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851194512,"gmtCreate":1634877945771,"gmtModify":1634877945771,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"EV is the new age. But China has more choices coming up fast.","listText":"EV is the new age. But China has more choices coming up fast.","text":"EV is the new age. But China has more choices coming up fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851194512","repostId":"2177469414","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829605489,"gmtCreate":1633494238868,"gmtModify":1633494238938,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","listText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","text":"Why [流泪] ? I like Nintendo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829605489","repostId":"1110379173","repostType":4,"repost":{"id":"1110379173","kind":"news","pubTimestamp":1633492553,"share":"https://www.laohu8.com/m/news/1110379173?lang=&edition=full","pubTime":"2021-10-06 11:55","market":"us","language":"en","title":"Cathie Wood Dumps Most of Her Nintendo Stock Before OLED Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=1110379173","media":"Bloomberg","summary":"It’s nearly game over for Cathie Wood and Nintendo Co., with the investor culling almost her entire ","content":"<p>It’s nearly game over for Cathie Wood and&nbsp;Nintendo Co., with the investor culling almost her entire stake in the Japanese videogame maker over the past weeks.</p>\n<p>Wood’s&nbsp;Ark Innovation ETF(ARKK) has been dumping Nintendo’s American depository receipts since July, and now holds a negligible stake of just 1,500 ADRs worth about $82,000, according to daily trading data from&nbsp;Ark Investment Management&nbsp;compiled by Bloomberg.</p>\n<p>That’s down from more than 4.7 million shares held in Wood’s key exchange-traded fund at the end of February, the month when the stock marked its recent peak. Nintendo made up 1.55% of the fund at that time.</p>\n<p>The selling tracks a 28% slide in company’s share price from that peak, as investors fret about a slowdown in sales of the mainstay Switch console. Analysts have been unimpressed by the&nbsp;latest iteration&nbsp;set to launch on Friday, which features an OLED screen but no significant improvements to hardware. The long-awaited&nbsp;addition&nbsp;of the stock to the Nikkei 225 Stock Average has also failed to provide a boost.</p>\n<p><img src=\"https://static.tigerbbs.com/ef7421f6c00d77b9a6a82d37d8ce041d\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>CLSA Securities Japan Ltd.’s Jay Defibaugh last week became the second analyst with a sell rating on Nintendo,double-downgrading&nbsp;the stock to underperform from buy. He said the Switch is “on the cusp of a multiyear slowdown,” and expects this cutting to cut operating profit in half between now and March 2024.</p>\n<p>Ark’s strategy regularly involves selling some of its winners to invest in other targets. As the firm trimmed its Tesla stake last year, WoodtoldCNBC it was “wise portfolio management” to control position sizes.</p>\n<p>Ark’s daily trading update reflects portfolio changes made by its investment team and excludes creation and redemption activity and public offerings; for this reason it may not fully reflect all of the firm’s trades.</p>","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>Cathie Wood Dumps Most of Her Nintendo Stock Before OLED Launch</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\">\nCathie Wood Dumps Most of Her Nintendo Stock Before OLED Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-06/cathie-wood-dumps-most-of-her-nintendo-stock-before-oled-launch?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s nearly game over for Cathie Wood and Nintendo Co., with the investor culling almost her entire stake in the Japanese videogame maker over the past weeks.\nWood’s Ark Innovation ETF(ARKK) has been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-06/cathie-wood-dumps-most-of-her-nintendo-stock-before-oled-launch?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","NTDOY":"任天堂","NTDOF":"Nintendo Co., Ltd."},"source_url":"https://www.bloomberg.com/news/articles/2021-10-06/cathie-wood-dumps-most-of-her-nintendo-stock-before-oled-launch?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110379173","content_text":"It’s nearly game over for Cathie Wood and Nintendo Co., with the investor culling almost her entire stake in the Japanese videogame maker over the past weeks.\nWood’s Ark Innovation ETF(ARKK) has been dumping Nintendo’s American depository receipts since July, and now holds a negligible stake of just 1,500 ADRs worth about $82,000, according to daily trading data from Ark Investment Management compiled by Bloomberg.\nThat’s down from more than 4.7 million shares held in Wood’s key exchange-traded fund at the end of February, the month when the stock marked its recent peak. Nintendo made up 1.55% of the fund at that time.\nThe selling tracks a 28% slide in company’s share price from that peak, as investors fret about a slowdown in sales of the mainstay Switch console. Analysts have been unimpressed by the latest iteration set to launch on Friday, which features an OLED screen but no significant improvements to hardware. The long-awaited addition of the stock to the Nikkei 225 Stock Average has also failed to provide a boost.\n\nCLSA Securities Japan Ltd.’s Jay Defibaugh last week became the second analyst with a sell rating on Nintendo,double-downgrading the stock to underperform from buy. He said the Switch is “on the cusp of a multiyear slowdown,” and expects this cutting to cut operating profit in half between now and March 2024.\nArk’s strategy regularly involves selling some of its winners to invest in other targets. As the firm trimmed its Tesla stake last year, WoodtoldCNBC it was “wise portfolio management” to control position sizes.\nArk’s daily trading update reflects portfolio changes made by its investment team and excludes creation and redemption activity and public offerings; for this reason it may not fully reflect all of the firm’s trades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847850430,"gmtCreate":1636507994749,"gmtModify":1636507994868,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>return of baba[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>return of baba[财迷]&nbsp;","text":"$Alibaba(BABA)$return of baba[财迷]","images":[{"img":"https://static.tigerbbs.com/08eb0381d0e9bdbd6735475b04d50447","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847850430","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845068701,"gmtCreate":1636253888488,"gmtModify":1636253888601,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","text":"$XPeng Inc.(XPEV)$better than NIO?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845068701","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823338813,"gmtCreate":1633580480139,"gmtModify":1633580480778,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Go go go!","listText":"Go go go!","text":"Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823338813","repostId":"1131458105","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864395428,"gmtCreate":1633054562483,"gmtModify":1633054704714,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Time to be greedy?","listText":"Time to be greedy?","text":"Time to be greedy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864395428","repostId":"1169857742","repostType":4,"repost":{"id":"1169857742","kind":"news","pubTimestamp":1633047857,"share":"https://www.laohu8.com/m/news/1169857742?lang=&edition=full","pubTime":"2021-10-01 08:24","market":"us","language":"en","title":"Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169857742","media":"MarketWatch","summary":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the ","content":"<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&amp;PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.</p>\n<p>But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Our<b>call of the day</b>from Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.</p>\n<p>“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.</p>\n<p>But not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.</p>\n<p>While the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.</p>\n<p>“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.</p>\n<p>He also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.</p>\n<p>Citi also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.</p>\n<p>Citi’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.</p>\n<p>Citi also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.</p>\n<p>Elsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”</p>\n<p>Other picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.</p>\n<p>The buzz</p>\n<p>The Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.</p>\n<p>Federal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.</p>\n<p>On the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.</p>\n<p>Pharmaceutical group Merck &amp; Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.</p>\n<p>AstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.</p>\n<p>Virgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an&nbsp;Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.</p>\n<p>Longtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.</p>\n<p>Rapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.</p>\n<p>Broadway hit “Aladdin”&nbsp;wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.</p>\n<p>The markets<img src=\"https://static.tigerbbs.com/a007ad02e9dc378c9eba2bfddf3c7d24\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Major stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.</p>\n<p>The chart</p>\n<p>Are U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos&nbsp;Panigirtzoglou&nbsp;noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.</p>\n<p>“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.</p>\n<p><img src=\"https://static.tigerbbs.com/bfbc14cc53cb25fce617a8062cc627db\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\">Random reads</p>\n<p>Army vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.</p>\n<p>A fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.</p>\n<p><b>Need to Know starts early and is updated until the opening bell, but&nbsp;sign up here&nbsp;to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</b></p>\n<p><b>Want more for the day ahead? Sign up for&nbsp;The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.</b></p>","source":"market_watch","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>Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.</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\">\nFacebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage ...</p>\n\n<a href=\"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1169857742","content_text":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\nRandom reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845643703,"gmtCreate":1636336719044,"gmtModify":1636337116462,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>future of domestic EV?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>future of domestic EV?","text":"$XPeng Inc.(XPEV)$future of domestic EV?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845643703","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848109568,"gmtCreate":1635980873266,"gmtModify":1635980873330,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","listText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","text":"Yeah? Is it time to get my juice yet?[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848109568","repostId":"2180522657","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856748208,"gmtCreate":1635216767146,"gmtModify":1635217064342,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Be hungry for it?[想吃]&nbsp;","listText":"Be hungry for it?[想吃]&nbsp;","text":"Be hungry for it?[想吃]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856748208","repostId":"2178475001","repostType":4,"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}