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2021-07-29

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VW Raises Earnings Outlook Even as Chip Crunch Cuts Deliveries

2021-07-29

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2021-07-29

Long term

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2021-07-29

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2021-07-29

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3 Top Robinhood Stocks That Shrewd Investors Should Buy Right Now

2021-07-29

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Here's why the 10-year yield is so low, and the summer event that could change it, from Bank of America

2021-07-29

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2021-07-29

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Amazon Reports Earnings Thursday. Expect a Blowout.

2021-07-29

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2021-07-29

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AMD Is The New Bellwether

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Semiconductor scarcity will be more severe during the second half of the year, VW said, also highlighting risks from volatile commodity prices .</p>\n<p>“We have successfully contained the impacts of the semiconductor bottlenecks to date, although we anticipate somewhat more pronounced effects in the third quarter,” Chief Financial Officer Arno Antlitz said in a statement.</p>\n<p>VW is joining peers includingDaimler AGandStellantis NVwith robust results, bucking chip issues that have stymied manufacturing worldwide along with lingering restrictions related to the pandemic. Solid profits are pivotal to financing VW’s plans to phase out combustion engines and push into software, mobility services and automated driving features.</p>\n<p>Tesla Inc., which VW has vowed to unseat as the leading EV maker, has been picking up speed as well with eight straight quarters of profit and margins that dwarf those of incumbent rivals.</p>\n<p>VW’s adjusted operating profit of 11.4 billion euros ($13.5 billion) in the first six months was ahead of the 10 billion euros it reported in the same period of of 2019, before the pandemic hit. Faced with limitations on how many production lines they can keep running, automakers have shifted output to their most lucrative vehicles, and lower inventories are enabling manufactures to command higher prices.</p>\n<p>Automotive net cash flow climbed to around 10.2 billion euros, providing VW with robust financial muscle to finance investments.</p>\n<p>See: VW Buying Europcar for$3 Billionto Boost Mobility Services</p>\n<p>VW has lost production of a high six-digit number of vehicles so far due to the squeeze on chips, and the fallout on profit might become more pronounced in the coming months. The shortage hascontributedto a slow start for VW’s important ID.4 electric SUV in China, stoking concern about the company’s operations in its largest sales region.</p>\n<p>The carmaker in March mapped out plans to build six battery factories in Europe, alongside a slick presentation on battery technology and a model lineup of about 50 purely battery-powered vehicles by 2030. Investors have cheered the industry’s most comprehensive push to transition from combustion engines, bidding up VW’s common shares more than 60% this year.</p>\n<p>VW has&nbsp;budgeted&nbsp;73 billion euros for electrification and digital offerings from this year through 2025, half of overall spending.</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>VW Raises Earnings Outlook Even as Chip Crunch Cuts Deliveries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVW Raises Earnings Outlook Even as Chip Crunch Cuts Deliveries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 14:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-29/vw-raises-earnings-outlook-as-chip-crunch-cuts-deliveries><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volkswagen AG lifted its earnings outlook after strong profits at its luxury-car brands helped to limit the fallout from the global chip shortage, which forced it to cut expectations for deliveries ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-29/vw-raises-earnings-outlook-as-chip-crunch-cuts-deliveries\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-29/vw-raises-earnings-outlook-as-chip-crunch-cuts-deliveries","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168291084","content_text":"Volkswagen AG lifted its earnings outlook after strong profits at its luxury-car brands helped to limit the fallout from the global chip shortage, which forced it to cut expectations for deliveries this year.\nThe automaker expects adjusted operating return on sales to rise to between 6% to 7.5%,raisingits outlook for a second time this year. Semiconductor scarcity will be more severe during the second half of the year, VW said, also highlighting risks from volatile commodity prices .\n“We have successfully contained the impacts of the semiconductor bottlenecks to date, although we anticipate somewhat more pronounced effects in the third quarter,” Chief Financial Officer Arno Antlitz said in a statement.\nVW is joining peers includingDaimler AGandStellantis NVwith robust results, bucking chip issues that have stymied manufacturing worldwide along with lingering restrictions related to the pandemic. Solid profits are pivotal to financing VW’s plans to phase out combustion engines and push into software, mobility services and automated driving features.\nTesla Inc., which VW has vowed to unseat as the leading EV maker, has been picking up speed as well with eight straight quarters of profit and margins that dwarf those of incumbent rivals.\nVW’s adjusted operating profit of 11.4 billion euros ($13.5 billion) in the first six months was ahead of the 10 billion euros it reported in the same period of of 2019, before the pandemic hit. Faced with limitations on how many production lines they can keep running, automakers have shifted output to their most lucrative vehicles, and lower inventories are enabling manufactures to command higher prices.\nAutomotive net cash flow climbed to around 10.2 billion euros, providing VW with robust financial muscle to finance investments.\nSee: VW Buying Europcar for$3 Billionto Boost Mobility Services\nVW has lost production of a high six-digit number of vehicles so far due to the squeeze on chips, and the fallout on profit might become more pronounced in the coming months. The shortage hascontributedto a slow start for VW’s important ID.4 electric SUV in China, stoking concern about the company’s operations in its largest sales region.\nThe carmaker in March mapped out plans to build six battery factories in Europe, alongside a slick presentation on battery technology and a model lineup of about 50 purely battery-powered vehicles by 2030. Investors have cheered the industry’s most comprehensive push to transition from combustion engines, bidding up VW’s common shares more than 60% this year.\nVW has budgeted 73 billion euros for electrification and digital offerings from this year through 2025, half of overall spending.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808357798,"gmtCreate":1627560524614,"gmtModify":1633763810925,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808357798","repostId":"1114288519","repostType":4,"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808357265,"gmtCreate":1627560486457,"gmtModify":1633763811168,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Long term","listText":"Long term","text":"Long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808357265","repostId":"1160646302","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808354653,"gmtCreate":1627560440772,"gmtModify":1633763811878,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Latest done","listText":"Latest done","text":"Latest done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808354653","repostId":"2155901561","repostType":4,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808355687,"gmtCreate":1627560381249,"gmtModify":1633763812830,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808355687","repostId":"2154578929","repostType":4,"repost":{"id":"2154578929","kind":"highlight","pubTimestamp":1627552279,"share":"https://www.laohu8.com/m/news/2154578929?lang=&edition=full","pubTime":"2021-07-29 17:51","market":"us","language":"en","title":"3 Top Robinhood Stocks That Shrewd Investors Should Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2154578929","media":"Motley Fool","summary":"Don't wait to scoop up these sizzling-hot buys.","content":"<p>Since its launch in 2013, Robinhood has seen explosive growth as a trading platform for retail investors, and younger traders in particular. In fact, a study of Gen Z and millennial investors conducted by The Motley Fool in April found that nearly 40% used the platform, making Robinhood the most-used investing&nbsp; app among the 18-to-40 age segment.</p>\n<p>While the furor surrounding some of the top stocks trading on the platform isn't much more than hype, a number of the most popular Robinhood buys are worth a second look from the long-term investor. Here are three such stocks that shrewd investors should scoop up right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feed8d60d793af66a857e9c3c9fc6d07\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Nvidia</h2>\n<p>Semiconductor maker <b>Nvidia</b> (NASDAQ:NVDA) has continued to record explosive growth throughout the ups and downs of the pandemic. The company is known for its graphics processing units (GPUs), which are used in self-driving cars, video games, data centers, and other applications.</p>\n<p>In the first quarter of Nvidia's fiscal 2022 (ended May 2), the company reported that total revenue surged 84% from the year-ago period. Nvidia's gaming and data center businesses accounted for the lion's share of this incredible top-line growth, with these two segments registering revenue increases of 106% and 79%, respectively, year over year. And it wasn't just Nvidia's top line that was looking good in the first quarter -- its bottom-line growth was even higher, at 109% year over year.</p>\n<p>Its rapid growth isn't preventing it from increasing its cash position or paying down its existing liabilities. As of the first quarter, the company reported total assets of about $31 billion, with approximately $13 billion in cash, cash equivalents, and marketable securities. Nvidia also reported total current liabilities (obligations due within the coming 12 months) of a far lower $4 billion.</p>\n<p>According to a report by Jon Peddie Research, as of the first quarter of 2021, Nvidia held a whopping 81% share of the entire discrete GPU market. The broader semiconductor market (in which NVIDIA remains a key player) is on track to achieve a global valuation of more than $803 billion by 2028, according to <i>Fortune</i> Business Insights.</p>\n<p>Nvidia executed a 4-for-1 stock split on July 20, bringing shares down from $750 to a price just shy of $200 at the time of this writing. Even so, the stock is trading about 85% higher than it was 12 months ago. Now looks like a great time to grab shares of this high-flying tech stock before it soars even higher.</p>\n<h2>2. Apple</h2>\n<p>FAANG stock <b>Apple</b> (NASDAQ:AAPL) is the kind of investment that you can keep adding to your portfolio as the years go by, to generate consistent growth when the market is up as well as when it's down. Apple has continued to generate record balance-sheet growth despite the uncertainty of the pandemic economy, and shares of the company have risen 20% since the beginning of this year alone.</p>\n<p>In the first half of Apple's fiscal 2021 (ended March 27), total net sales increased 34% compared to the year-ago period. Net income during the six months surged by a healthy 56% from a year ago.</p>\n<p>iPhone sales continue to make up the lion's share of Apple's total net sales. In the first half of fiscal 2021, the iPhone segment generated net sales of $113.5 billion. Apple's five core business segments -- iPhone; Mac; iPad; Wearables, Home, and Accessories; and Services -- generated year-over-year sales growth of 34%, 42%, 57%, 28%, and 25%, respectively, in the first six months of fiscal 2021. The company's total net sales for the six-month period were $201 billion.</p>\n<p>The smartphone market alone is expected to hit a global valuation of nearly $1.4 trillion by the year 2026, and Apple remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top manufacturers of smartphones in the world. Its substantial brand and ever-expanding market share driven by its vast range of lucrative products, coupled with consistent balance-sheet growth and share-price gains, make Apple a no-brainer stock you can buy and hold forever.</p>\n<h2>3. Pfizer</h2>\n<p>Another compelling stock for long-term investors to consider buying right now is one of the largest pharmaceutical companies in the world, <b>Pfizer</b> (NYSE:PFE). Shares are up by about 14% year to date. Investors can also enjoy dividend income from Pfizer. The stock has a hefty yield of about 3.7% at the time of this writing.</p>\n<p>Investors have increasingly flocked to buy shares of Pfizer over the past year on the heels of its COVID-19 vaccine success. The company's vaccine, which it developed with its German counterpart <b>BioNTech</b>, amassed $3.5 billion in revenue during the first quarter of 2021 and is expected to generate $26 billion for the full year.</p>\n<p>But investors shouldn't buy shares of Pfizer just because its COVID vaccine (now called Comirnaty) has been such a massive commercial success. The company, which has been in business since 1849, has a roster of products that continue to generate impressive revenue increases quarter after quarter. These products are spread across an array of therapeutic areas, including oncology, immunology, and rare diseases.</p>\n<p>For example, Pfizer's blockbuster drug Ibrance (for breast cancer) amassed worldwide revenue of about $1.3 billion in the first quarter of 2021. Top-selling drugs Inlyta (for advanced renal cell carcinoma) and Sutent (for a range of rare cancers) earned revenue of $229 million and $200 million, respectively, in the quarter. And Pfizer's blockbuster blood thinner Eliquis brought in a whopping $1.6 billion in revenue in the first-quarter period.</p>\n<p>First-quarter revenue and net income both increased 45% year over year, and the company expects remarkable revenue growth for the full year, projecting an increase of as much as 73% from 2020.</p>\n<p>According to a report by the news website Pharmaceutical Technology, Comirnaty is on track to remain the top-seller in the global COVID vaccine market over the next several years and is expected to bring in $55 billion in revenue by 2027. Pfizer has already inked a host of lucrative supply contracts for Comirnaty with delivery dates stretching out to the middle of this decade.</p>\n<p>And the company's vast stable of other top-selling products can drive continued balance-sheet gains, which will inevitably lead to steady share-price growth, making the dividend of this unstoppable healthcare stock icing on the cake.</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>3 Top Robinhood Stocks That Shrewd Investors Should Buy Right Now</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 Top Robinhood Stocks That Shrewd Investors Should Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/3-top-robinhood-stocks-that-shrewd-investors-shoul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since its launch in 2013, Robinhood has seen explosive growth as a trading platform for retail investors, and younger traders in particular. In fact, a study of Gen Z and millennial investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/3-top-robinhood-stocks-that-shrewd-investors-shoul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","PFE":"辉瑞","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/07/28/3-top-robinhood-stocks-that-shrewd-investors-shoul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154578929","content_text":"Since its launch in 2013, Robinhood has seen explosive growth as a trading platform for retail investors, and younger traders in particular. In fact, a study of Gen Z and millennial investors conducted by The Motley Fool in April found that nearly 40% used the platform, making Robinhood the most-used investing  app among the 18-to-40 age segment.\nWhile the furor surrounding some of the top stocks trading on the platform isn't much more than hype, a number of the most popular Robinhood buys are worth a second look from the long-term investor. Here are three such stocks that shrewd investors should scoop up right now.\nImage source: Getty Images.\n1. Nvidia\nSemiconductor maker Nvidia (NASDAQ:NVDA) has continued to record explosive growth throughout the ups and downs of the pandemic. The company is known for its graphics processing units (GPUs), which are used in self-driving cars, video games, data centers, and other applications.\nIn the first quarter of Nvidia's fiscal 2022 (ended May 2), the company reported that total revenue surged 84% from the year-ago period. Nvidia's gaming and data center businesses accounted for the lion's share of this incredible top-line growth, with these two segments registering revenue increases of 106% and 79%, respectively, year over year. And it wasn't just Nvidia's top line that was looking good in the first quarter -- its bottom-line growth was even higher, at 109% year over year.\nIts rapid growth isn't preventing it from increasing its cash position or paying down its existing liabilities. As of the first quarter, the company reported total assets of about $31 billion, with approximately $13 billion in cash, cash equivalents, and marketable securities. Nvidia also reported total current liabilities (obligations due within the coming 12 months) of a far lower $4 billion.\nAccording to a report by Jon Peddie Research, as of the first quarter of 2021, Nvidia held a whopping 81% share of the entire discrete GPU market. The broader semiconductor market (in which NVIDIA remains a key player) is on track to achieve a global valuation of more than $803 billion by 2028, according to Fortune Business Insights.\nNvidia executed a 4-for-1 stock split on July 20, bringing shares down from $750 to a price just shy of $200 at the time of this writing. Even so, the stock is trading about 85% higher than it was 12 months ago. Now looks like a great time to grab shares of this high-flying tech stock before it soars even higher.\n2. Apple\nFAANG stock Apple (NASDAQ:AAPL) is the kind of investment that you can keep adding to your portfolio as the years go by, to generate consistent growth when the market is up as well as when it's down. Apple has continued to generate record balance-sheet growth despite the uncertainty of the pandemic economy, and shares of the company have risen 20% since the beginning of this year alone.\nIn the first half of Apple's fiscal 2021 (ended March 27), total net sales increased 34% compared to the year-ago period. Net income during the six months surged by a healthy 56% from a year ago.\niPhone sales continue to make up the lion's share of Apple's total net sales. In the first half of fiscal 2021, the iPhone segment generated net sales of $113.5 billion. Apple's five core business segments -- iPhone; Mac; iPad; Wearables, Home, and Accessories; and Services -- generated year-over-year sales growth of 34%, 42%, 57%, 28%, and 25%, respectively, in the first six months of fiscal 2021. The company's total net sales for the six-month period were $201 billion.\nThe smartphone market alone is expected to hit a global valuation of nearly $1.4 trillion by the year 2026, and Apple remains one of the top manufacturers of smartphones in the world. Its substantial brand and ever-expanding market share driven by its vast range of lucrative products, coupled with consistent balance-sheet growth and share-price gains, make Apple a no-brainer stock you can buy and hold forever.\n3. Pfizer\nAnother compelling stock for long-term investors to consider buying right now is one of the largest pharmaceutical companies in the world, Pfizer (NYSE:PFE). Shares are up by about 14% year to date. Investors can also enjoy dividend income from Pfizer. The stock has a hefty yield of about 3.7% at the time of this writing.\nInvestors have increasingly flocked to buy shares of Pfizer over the past year on the heels of its COVID-19 vaccine success. The company's vaccine, which it developed with its German counterpart BioNTech, amassed $3.5 billion in revenue during the first quarter of 2021 and is expected to generate $26 billion for the full year.\nBut investors shouldn't buy shares of Pfizer just because its COVID vaccine (now called Comirnaty) has been such a massive commercial success. The company, which has been in business since 1849, has a roster of products that continue to generate impressive revenue increases quarter after quarter. These products are spread across an array of therapeutic areas, including oncology, immunology, and rare diseases.\nFor example, Pfizer's blockbuster drug Ibrance (for breast cancer) amassed worldwide revenue of about $1.3 billion in the first quarter of 2021. Top-selling drugs Inlyta (for advanced renal cell carcinoma) and Sutent (for a range of rare cancers) earned revenue of $229 million and $200 million, respectively, in the quarter. And Pfizer's blockbuster blood thinner Eliquis brought in a whopping $1.6 billion in revenue in the first-quarter period.\nFirst-quarter revenue and net income both increased 45% year over year, and the company expects remarkable revenue growth for the full year, projecting an increase of as much as 73% from 2020.\nAccording to a report by the news website Pharmaceutical Technology, Comirnaty is on track to remain the top-seller in the global COVID vaccine market over the next several years and is expected to bring in $55 billion in revenue by 2027. Pfizer has already inked a host of lucrative supply contracts for Comirnaty with delivery dates stretching out to the middle of this decade.\nAnd the company's vast stable of other top-selling products can drive continued balance-sheet gains, which will inevitably lead to steady share-price growth, making the dividend of this unstoppable healthcare stock icing on the cake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808355381,"gmtCreate":1627560355743,"gmtModify":1633763813053,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808355381","repostId":"2155090430","repostType":4,"repost":{"id":"2155090430","kind":"highlight","pubTimestamp":1627559095,"share":"https://www.laohu8.com/m/news/2155090430?lang=&edition=full","pubTime":"2021-07-29 19:44","market":"fut","language":"en","title":"Here's why the 10-year yield is so low, and the summer event that could change it, from Bank of America","url":"https://stock-news.laohu8.com/highlight/detail?id=2155090430","media":"MarketWatch","summary":"Stock futures are a mixed bag headed into Thursday's session, with Amazon.com's results in the spotl","content":"<p>Stock futures are a mixed bag headed into Thursday's session, with Amazon.com's results in the spotlight for later. There also also has been some damage-control moves by Chinese officials after a series of regulatory blows sent investors in technology and other shares from the country running for cover.</p>\n<p>Investors are also considering over the outcome of the Federal Reserve meeting, which left the status quo in place for interest rates and asset buys. That's as some, like Deutsche Bank strategist Jim Reid and his team, \"see the beginning of an initial nod toward a tapering of asset purchases at some point.\"</p>\n<p>Another burning question for investors right now, why are 10-year rates so low? Our call of the day comes from Bank of America strategists who think they've cracked it.</p>\n<p>\"Clients point to strong growth -- currently tracking 4.1% for 3Q -- and CPI inflation running above 5%. But we think the rates market is focused on 2023 and beyond, and are increasingly questioning the ability of the Fed to deliver a substantial hiking cycle,\" wrote lead strategist Ralph Axel and the team.</p>\n<p><img src=\"https://static.tigerbbs.com/1f4dde25f0e3848e31e9420ff3ff2277\" tg-width=\"700\" tg-height=\"351\" width=\"100%\" height=\"auto\"></p>\n<p>Traders don't see the Fed repeating the 2015-2018 hiking cycle, which brought the policy rate band to 2.25%-2.50% in December 2018, and a peak 10 year rate of 3.2% in November 2018, said the strategists.</p>\n<p>For equity investors, the yield is important as lower levels help to boost tech stocks in particular as they make borrowing easier for those types of companies. If rates start going up, some could fear it will draw money out of the stock market as investors seek better returns.</p>\n<p>Bank of America doesn't see a sharp rise in rates such as was seen in the first quarter -- driven by positive vaccine surprises and fiscal stimulus -- but they see scope for modestly higher rates in the next six to 12 months. \"We have not changed our forecast for 10y rates at 1.9% by year-end, but downside risks to our forecast have increased,\" he said.</p>\n<p>Axel said they are keeping a keen eye on next week's payroll reports that is said will help \"set the tone for the rest of the summer.\"</p>\n<p>\"If jobs are strong and inflation becomes more widespread across the CPI basket, and the Fed does not react hawkishly to strong data, we think there is scope for higher rates as long as disruptions due to COVID-19 remain well contained. These are the fundamental ingredients we will need to regain confidence in our 1.9% call for 10y rates,\" they said.</p>\n<p>A weak jobs report next week, though would fuel worries of \"moving past peak growth, peak inflation, peak stimulus and perhaps even peak interest rates.\"</p>","source":"lsy1603348471595","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 the 10-year yield is so low, and the summer event that could change it, from Bank of America</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 the 10-year yield is so low, and the summer event that could change it, from Bank of America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 19:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-why-the-10-year-yield-is-so-low-and-the-summer-event-that-could-change-it-from-bank-of-america-11627556870?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures are a mixed bag headed into Thursday's session, with Amazon.com's results in the spotlight for later. There also also has been some damage-control moves by Chinese officials after a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-why-the-10-year-yield-is-so-low-and-the-summer-event-that-could-change-it-from-bank-of-america-11627556870?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-why-the-10-year-yield-is-so-low-and-the-summer-event-that-could-change-it-from-bank-of-america-11627556870?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155090430","content_text":"Stock futures are a mixed bag headed into Thursday's session, with Amazon.com's results in the spotlight for later. There also also has been some damage-control moves by Chinese officials after a series of regulatory blows sent investors in technology and other shares from the country running for cover.\nInvestors are also considering over the outcome of the Federal Reserve meeting, which left the status quo in place for interest rates and asset buys. That's as some, like Deutsche Bank strategist Jim Reid and his team, \"see the beginning of an initial nod toward a tapering of asset purchases at some point.\"\nAnother burning question for investors right now, why are 10-year rates so low? Our call of the day comes from Bank of America strategists who think they've cracked it.\n\"Clients point to strong growth -- currently tracking 4.1% for 3Q -- and CPI inflation running above 5%. But we think the rates market is focused on 2023 and beyond, and are increasingly questioning the ability of the Fed to deliver a substantial hiking cycle,\" wrote lead strategist Ralph Axel and the team.\n\nTraders don't see the Fed repeating the 2015-2018 hiking cycle, which brought the policy rate band to 2.25%-2.50% in December 2018, and a peak 10 year rate of 3.2% in November 2018, said the strategists.\nFor equity investors, the yield is important as lower levels help to boost tech stocks in particular as they make borrowing easier for those types of companies. If rates start going up, some could fear it will draw money out of the stock market as investors seek better returns.\nBank of America doesn't see a sharp rise in rates such as was seen in the first quarter -- driven by positive vaccine surprises and fiscal stimulus -- but they see scope for modestly higher rates in the next six to 12 months. \"We have not changed our forecast for 10y rates at 1.9% by year-end, but downside risks to our forecast have increased,\" he said.\nAxel said they are keeping a keen eye on next week's payroll reports that is said will help \"set the tone for the rest of the summer.\"\n\"If jobs are strong and inflation becomes more widespread across the CPI basket, and the Fed does not react hawkishly to strong data, we think there is scope for higher rates as long as disruptions due to COVID-19 remain well contained. These are the fundamental ingredients we will need to regain confidence in our 1.9% call for 10y rates,\" they said.\nA weak jobs report next week, though would fuel worries of \"moving past peak growth, peak inflation, peak stimulus and perhaps even peak interest rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808352471,"gmtCreate":1627560286593,"gmtModify":1633763813524,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808352471","repostId":"2155901561","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808352398,"gmtCreate":1627560267114,"gmtModify":1633763814193,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808352398","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","kind":"news","pubTimestamp":1627542522,"share":"https://www.laohu8.com/m/news/1165497040?lang=&edition=full","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808356486,"gmtCreate":1627560234645,"gmtModify":1633763814538,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808356486","repostId":"2154861924","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808351719,"gmtCreate":1627560109031,"gmtModify":1633763816161,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808351719","repostId":"1131779285","repostType":4,"repost":{"id":"1131779285","kind":"news","pubTimestamp":1627551074,"share":"https://www.laohu8.com/m/news/1131779285?lang=&edition=full","pubTime":"2021-07-29 17:31","market":"us","language":"en","title":"AMD Is The New Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1131779285","media":"seekingalpha","summary":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.</li>\n <li>The revenue growth and valuations prove the market wants one thing: Growth.</li>\n <li>Intel has lost the bellwether title as it grows below the industry and AMD grows above it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a41ea3a1a9c98364332ee70330427e8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>nantonov/iStock Editorial via Getty Images</span></p>\n<p>It's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's&nbsp;latest earnings report&nbsp;on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.</p>\n<p><b>Growth, Growth, Growth</b></p>\n<p>Much like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.</p>\n<p>The market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.</p>\n<p>The chart is simple. These are two very different companies:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f87e5b692256d2b0c4584ad37e8fdf\" tg-width=\"640\" tg-height=\"344\" width=\"100%\" height=\"auto\"><span>Chart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)</span></p>\n<p>Both companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.</p>\n<p>Since then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.</p>\n<p>A slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.</p>\n<p><b>The Valuation Proves It</b></p>\n<p>Now, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dad2d35040d78da964efd16dcb1a6c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But the valuations also keep pace with the market's expectations:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd156a2787d8c3774149c77bf71063b2\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><i>(AMD with Q2 and updated guidance should push the forward P/E to ~38)</i></p>\n<p>AMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.</p>\n<p><b>The Bottom Line</b></p>\n<p>Intel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.</p>\n<p>You can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?</p>\n<p>One can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.</p>\n<p><b>The Bellwether Title Up For Grabs</b></p>\n<p>The basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17%&nbsp;and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.</p>\n<p>I know which one is going to give me the heartbeat of the industry.</p>\n<p>You tell me which one is going to produce returns over the next year to two years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is The New Bellwether</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Is The New Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131779285","content_text":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the bellwether title as it grows below the industry and AMD grows above it.\n\nnantonov/iStock Editorial via Getty Images\nIt's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.\nGrowth, Growth, Growth\nMuch like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.\nThe market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.\nThe chart is simple. These are two very different companies:\nChart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)\nBoth companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.\nSince then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.\nA slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.\nThe Valuation Proves It\nNow, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:\nData by YCharts\nBut the valuations also keep pace with the market's expectations:\nData by YCharts\n(AMD with Q2 and updated guidance should push the forward P/E to ~38)\nAMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.\nThe Bottom Line\nIntel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.\nYou can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?\nOne can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.\nThe Bellwether Title Up For Grabs\nThe basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.\nI know which one is going to give me the heartbeat of the industry.\nYou tell me which one is going to produce returns over the next year to two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":808355381,"gmtCreate":1627560355743,"gmtModify":1633763813053,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808355381","repostId":"2155090430","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808352471,"gmtCreate":1627560286593,"gmtModify":1633763813524,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808352471","repostId":"2155901561","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808357265,"gmtCreate":1627560486457,"gmtModify":1633763811168,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Long 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17:31","market":"us","language":"en","title":"AMD Is The New Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1131779285","media":"seekingalpha","summary":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.</li>\n <li>The revenue growth and valuations prove the market wants one thing: Growth.</li>\n <li>Intel has lost the bellwether title as it grows below the industry and AMD grows above it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a41ea3a1a9c98364332ee70330427e8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>nantonov/iStock Editorial via Getty Images</span></p>\n<p>It's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's&nbsp;latest earnings report&nbsp;on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.</p>\n<p><b>Growth, Growth, Growth</b></p>\n<p>Much like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.</p>\n<p>The market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.</p>\n<p>The chart is simple. These are two very different companies:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f87e5b692256d2b0c4584ad37e8fdf\" tg-width=\"640\" tg-height=\"344\" width=\"100%\" height=\"auto\"><span>Chart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)</span></p>\n<p>Both companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.</p>\n<p>Since then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.</p>\n<p>A slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.</p>\n<p><b>The Valuation Proves It</b></p>\n<p>Now, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dad2d35040d78da964efd16dcb1a6c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But the valuations also keep pace with the market's expectations:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd156a2787d8c3774149c77bf71063b2\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><i>(AMD with Q2 and updated guidance should push the forward P/E to ~38)</i></p>\n<p>AMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.</p>\n<p><b>The Bottom Line</b></p>\n<p>Intel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.</p>\n<p>You can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?</p>\n<p>One can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.</p>\n<p><b>The Bellwether Title Up For Grabs</b></p>\n<p>The basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17%&nbsp;and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.</p>\n<p>I know which one is going to give me the heartbeat of the industry.</p>\n<p>You tell me which one is going to produce returns over the next year to two years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is The New Bellwether</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Is The New Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131779285","content_text":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the bellwether title as it grows below the industry and AMD grows above it.\n\nnantonov/iStock Editorial via Getty Images\nIt's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.\nGrowth, Growth, Growth\nMuch like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.\nThe market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.\nThe chart is simple. These are two very different companies:\nChart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)\nBoth companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.\nSince then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.\nA slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.\nThe Valuation Proves It\nNow, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:\nData by YCharts\nBut the valuations also keep pace with the market's expectations:\nData by YCharts\n(AMD with Q2 and updated guidance should push the forward P/E to ~38)\nAMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.\nThe Bottom Line\nIntel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.\nYou can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?\nOne can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.\nThe Bellwether Title Up For Grabs\nThe basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.\nI know which one is going to give me the heartbeat of the industry.\nYou tell me which one is going to produce returns over the next year to two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808349091,"gmtCreate":1627560628213,"gmtModify":1633763810232,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Like, pls","listText":"Like, pls","text":"Like, pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808349091","repostId":"1168291084","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808354653,"gmtCreate":1627560440772,"gmtModify":1633763811878,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Latest done","listText":"Latest done","text":"Latest done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808354653","repostId":"2155901561","repostType":4,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808356486,"gmtCreate":1627560234645,"gmtModify":1633763814538,"author":{"id":"3571534392484576","authorId":"3571534392484576","name":"Cheng67","avatar":"https://static.tigerbbs.com/bab10b20b16c407349010c72c9f3dad3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571534392484576","authorIdStr":"3571534392484576"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808356486","repostId":"2154861924","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}